Oppenheimer upgrades Blackstone (BX) to Outperform with $154 target after sharp decline. Analyst sees 34% upside amid strong Q4 earnings and insider buying.
Browsing: News
Apple (AAPL) is developing AI smart glasses with four frame designs, oval cameras, and acetate materials, targeting a late 2026 announcement and 2027 launch.
Meta Platforms (META) is developing an AI replica of Mark Zuckerberg trained on his mannerisms and thinking to interact with employees in real-time.
Vertiv (VRT) buys BMarko Structures to boost AI data center production capacity. Citi upgrades price target to $340 as VRT edges down 0.73% premarket.
HPE stock declined 3% following Raymond James downgrade citing disappointing AI segment performance and lowered growth outlook to mid-single digits.
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.

