Citi downgrades six software stocks while Piper Sandler warns of Anthropic threat. Hardware gains as analysts favor Microsoft and Oracle over legacy firms.
Browsing: Stocks
Super Micro Computer (SMCI) stock rose ~9% Friday after launching Gold Series pre-configured servers that ship within three business days for AI workloads.
Broadcom (AVGO) jumped 4.69% on AI chip deals with Google and Anthropic. Three insiders sold $14.8M in stock during the rally. Full analysis inside.
CoreWeave (CRWV) stock jumped 11% to $102 after announcing cloud deals with Anthropic and a $21B Meta expansion, while insiders sold millions in shares.
A 20-year-old suspect was arrested after attacking Sam Altman’s San Francisco home with a Molotov cocktail and threatening OpenAI’s headquarters.
DocuSign (DOCU) stock fell 6% after Citi downgrade to Neutral with $50 target. Slow 8% growth and AI competition drive concerns for investors.
Zoom (ZM) stock plunged 5.7% Thursday as investor anxiety over AI agents from Anthropic and OpenAI sparked an enterprise software sector sell-off.
SanDisk (SNDK) joins Nasdaq-100 on April 20 after 2,640% rally. Analysts raise targets to $1,250 on strong NAND prices and AI-driven growth momentum.
Tesla (TSLA) shares trade 29% below highs after Q1 miss, but BofA and Morgan Stanley see robotaxi cost advantages driving future growth potential.
Replimune (REPL) shares dropped 19% after FDA rejected RP1 melanoma therapy for the second time, citing trial design issues. Stock halted twice.
Replimune (REPL) stock plunged 19% after FDA rejected RP1 melanoma drug for second time, citing inadequate clinical trial controls and design issues.
Replimune (REPL) stock plunged 19% after FDA rejected RP1 melanoma therapy for the second time, citing trial design flaws. Shares hit lowest level since Oct.
Michael Burry reveals purchases of Alibaba, JD.com, and GameStop shares while increasing put options on Nvidia and Palantir in his latest portfolio update.
Michael Burry discloses new stakes in Alibaba and JD.com while expanding bearish bets against Nvidia and Palantir through long-dated put options.
FICO stock dropped 13% Friday amid Senate pricing investigation and Barclays downgrade, falling to its lowest point since November 2023.