• AMZN
• BA
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U.S. stocks higher at close of trade; Dow Jones Industrial Average up 1.06%

• AAPL
• AMZN
• GOOG
• GOOGL
• META
• MSFT
• NDX
• NVDA
• TSLA
• US500
• VIX

ECB sounds warning over prospect of 'bubble' in AI stocks

• AMZN
• GOOG
• GOOGL
• NVDA

Expect strong Nvidia results to keep the stock moving higher: UBS

UBS analysts remain optimistic about Nvidia's earnings, raising their price target to $185 and forecasting strong revenue growth driven by AI demand and favorable capital expenditure trends.

• AMZN
• GOOG
• GOOGL
• PINS

Wedbush lifts Pinterest to Buy, shares climb

Wedbush analysts upgraded Pinterest's stock rating to Outperform, citing growth potential and effective monetization strategies, expecting substantial EBITDA growth and limited risks post third-quarter results.

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• AMZN
• GOOG
• GOOGL
• META
• MSFT
• NVDA

Nvidia stock 'set up well to sustain its outperformance' says Goldman Sachs

Goldman Sachs maintains a Buy rating on Nvidia, anticipating strong AI-driven demand and growth, despite potential risks in the GPU market and supply chain.

• AAPL
• AMZN
• GOOG
• GOOGL
• INTC
• MSFT
• NDX
• PLTR
• TSLA
• US500

Analyst explains what likely Trump win means for Big Tech, AI and Tesla

• AMD
• AMZN
• AVGO
• GOOG
• GOOGL
• META
• MSFT
• NVDA

Hyperscalers' massive 2025 capex hike for AI means big wins for NVIDIA

Hyperscalers like Alphabet, Microsoft, Amazon, and Meta project significant Capex increases to support AI growth, with Nvidia poised to dominate the AI accelerator market.

• AAPL
• AMZN
• GOOG
• GOOGL
• MSFT
• NDX
• NVDA
• TSLA

Trump win would be net negative for Big Tech, says Wedbush

Markets are jittery before the US election, impacting Big Tech due to potential policy shifts, tariffs, and the influence of Lina Khan's position at the FTC.

• GOOG
• GOOGL
• MSFT
• QRVO
• SMCI

5 big analyst AI moves: SMCI rating suspended, ARM stock downgraded

This article discusses recent analyst ratings and sentiments concerning prominent companies in the AI sector, including Microsoft, Google, Arm, Super Micro, and Qorvo.

• GOOG
• GOOGL
• MSFT

Google parent Alphabet turns lower as ChatGPT adds search function

Alphabet shares drop as ChatGPT introduces web search capabilities, raising competition with Google. OpenAI's search feature aims to enhance accuracy for users while maintaining media partnerships.