Mizuho, TD Cowen upgrade Shopify, say AI fears are overdone and LLM strategy builds long-term value
Mizuho and TD Cowen believe that artificial intelligence will act as a structural tailwind for Shopify rather than…
Stock market today: Live updates
Traders work on the floor of the New York Stock Exchange (NYSE) on February 09, 2026 in New…
January jobs report has bulls excited, even if it means fewer rate cuts in 2026
A surprise blockbuster jobs report could support the broadening of the stock market rally, even as it keeps…
This stock got caught in software drawdown. Goldman says it’s insulated
Goldman Sachs believes that recent volatility in software stocks has created an attractive buying opportunity in shares of…
Gordon Haskett upgrades Booking Holdings ahead of earnings, calls AI fears overblown
Gordon Haskett Research Advisors believes that Booking Holdings ‘ operational advantages are being overlooked amid heightened AI fears.…
Daiwa upgrades Palantir on AI demand, strong commercial revenue guidance
Daiwa Capital Markets believes that shares of Palantir Technologies can claw back their early losses this year. The…
Stifel downgrades Microsoft, says AI spending and Azure concerns could limit near-term upside
Stifel believes that heavy AI spending and rising competition could weigh on Microsoft ‘s growth. The investment firm…
Fred Hickey of the High Tech Strategist says AI bubble starting to pop
Long-time technology analyst Fred Hickey said Tuesday that he was buying puts against Nvidia amid concerns that the…
Microsoft is the best ‘pure play’ on AI adoption, says Piper Sandler
After Microsoft’s big fall following its earnings report last week, Piper Sandler is naming the stock as a…
Software stocks enter bear market on AI disruption fear with ServiceNow plunging 11%
ServiceNow Inc. signage during the Nvidia GPU Technology Conference in San Jose, California, on March 20, 2025. David…
Meta poised for nearly 40% upside on compelling AI and ad opportunities, analyst says
Meta ‘s advertising engine and expanding AI capabilities position it to unlock meaningful incremental revenue over time, according…
China’s AI trade moves from infrastructure to applications. Stocks to watch
Local investors in China are excited about a new artificial intelligence stock trend. As trading volumes in the…