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Morgan Stanley sees big change coming for Alphabet stock

Morgan Stanley sees big change coming for Alphabet stock

One part of Alphabet’s AI story is getting harder to ignore
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Analysts Advise Caution on Microchip Technology, Qualcomm, and Semtech Stocks Amidst Semiconductor Boom

Analysts Advise Caution on Microchip Technology, Qualcomm, and Semtech Stocks Amidst Semiconductor Boom

Analysts Advise Caution on Microchip Technology, Qualcomm, and Semtech Stocks Amidst Semiconductor Boom
TheStreet TheStreet
Top analyst resets Nvidia stock price target after earnings

Top analyst resets Nvidia stock price target after earnings

One of the best Wall Street analysts reveals what could be next for Nvidia stock.
Reuters Reuters
Nvidia stock jumps after early dip following results; AI fever is unabated

Nvidia stock jumps after early dip following results; AI fever is unabated

By Lewis Krauskopf and Laura Matthews NEW YORK, Aug 26 (Reuters) - Nvidia investors got a roller coaster ride after the market closed on Wednesday, with its shares jumping after an early dip following the company's quarterly results, highlighting Wall Street's elevated expectations for its favorite
FactFable FactFable
How online learning Quietly Reshaped What AI Can Do

How online learning Quietly Reshaped What AI Can Do

Discover the untold story of how the data from online courses became a secret ingredient in training today's most advanced artificial intelligence.
TheStreet TheStreet
The best AI stocks to buy now — and one to avoid

The best AI stocks to buy now — and one to avoid

CFRA Senior Vice President and Equity Analyst Angelo Zino breaks down where he sees opportunity in AI and what could derail the trade.
TheStreet TheStreet
JPMorgan sends stark warning on AI stocks, cites dotcom worries

JPMorgan sends stark warning on AI stocks, cites dotcom worries

A JPMorgan strategist sees a split in the AI trade that looks a lot like the market right before the dot-com crash.
TheStreet TheStreet
Jane Street turns bullish on volatile AI stock

Jane Street turns bullish on volatile AI stock

Jane Street increased its AI stock stake by more than 500%, making it one of its biggest holdings.
TheStreet TheStreet
Zoom Communications Inc. Q2 2026 Earnings: Live Updates from $ZM Earnings Call, Forecast

Zoom Communications Inc. Q2 2026 Earnings: Live Updates from $ZM Earnings Call, Forecast

$ZM is up nearly 22% year-to-date amid a pivot into "AI-first" enterprise productivity software. Can it keep up its streak?
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Curtiss-Wright Corporation Stock Deemed Overvalued Despite Strong Performance Metrics

Curtiss-Wright Corporation Stock Deemed Overvalued Despite Strong Performance Metrics

Curtiss-Wright Corporation Stock Deemed Overvalued Despite Strong Performance Metrics
Reuters Reuters
Big investors hunt for tomorrow's AI winners as capex angst fades

Big investors hunt for tomorrow's AI winners as capex angst fades

(Updates August 17 story to correct the spelling of BCA Research strategist's last name to Weisberger in paragraph 21) By Danilo Masoni MILAN, Aug 17 (Reuters) - The rally in AI-linked stocks that marked the latest earnings season has shifted the focus of the AI investment story from whether Big
TheStreet TheStreet
Nancy Pelosi makes intriguing first-ever bet on AI power stock

Nancy Pelosi makes intriguing first-ever bet on AI power stock

Pelosi reported new positions as demand for AI infrastructure drives a growing need for power.