HPE stock declined 3% following Raymond James downgrade citing disappointing AI segment performance and lowered growth outlook to mid-single digits.
Author: Trader Edge
Wedbush says tech sell-off is overdone, naming CrowdStrike, Palo Alto Networks, and 3 other cybersecurity stocks as top picks amid rising AI-driven demand.
OpenAI’s revenue chief praises Amazon’s $50B partnership while noting Microsoft deal limitations in staff memo that also targets competitor Anthropic.
Oil prices surge past $104/barrel after Strait of Hormuz blockade. JPMorgan warns gas could hit $5/gallon as crude markets face supply crunch.
Roblox (RBLX) launches $4.99/month subscription and age-based accounts in 2026. Bookings grew 55% in 2025, but stock fell 33% in three months.
Strategy (MSTR) purchased 13,927 bitcoin for $1B using STRC stock sales, bringing total holdings to 780,897 BTC. Stock fell 2.5% in premarket trading.
Revolution Medicines (RVMD) stock soared 38% after Phase 3 trial showed daraxonrasib doubled survival vs. chemo in pancreatic cancer patients.
Intel (INTC) stock surges 300% in 12 months. Analysts raise targets to $92 on Terafab entry, Google AI deal, and strategic manufacturing value.
Microsoft (MSFT) down 27.5% in six months, but Bernstein sees 70% upside. Azure margin pressure deemed temporary as AI capacity comes online.
Nebius (NBIS) downgraded to Hold by Freedom Capital after 70% surge in two months. Price target lifted to $154 amid valuation concerns despite growth.
Archer Aviation (ACHR) stock jumped 378% in three months. Explore the FAA eIPP selection, Starlink deal, and valuation metrics driving the rally.
JPMorgan advises investors to buy market dips, citing rising earnings, easing inflation, and attractive emerging market valuations at a 34% discount.
Morgan Stanley downgraded Kering (PRTP) to equal-weight, cutting its price target to €320 as Gucci’s commercial recovery fails to materialize.
Stock futures dropped and oil prices jumped above $100 after Trump ordered a blockade of the Strait of Hormuz, escalating tensions with Iran.
Leggett & Platt (LEG) stock surges 5.7% as Somnigroup agrees to acquire the component maker in a $2.5B all-stock deal expected to close by late 2026.

