News
William O'Neil Reinstates Alphabet With a Buy: Is the Search Giant's Self-Driving Future Finally Getting Its Due?
41+ min ago (536+ words) William O'Neil (GOOGL) reinstated Alphabet with a Buy rating, citing the company's diversified growth engines spanning AI-powered search, You Tube, Google Cloud (up 48% Yo Y), and Waymo's autonomous vehicle expansion as a compelling opportunity at current levels. Alphabet's bullish consensus61 Buy or…...
Macquarie Initiates App Lovin at Outperform With a $710 Target: The Ad Tech Rocket Ship Has More Fuel
11+ min ago (693+ words) App Lovin's transformation into a high-margin software company'with 84% adjusted EBITDA margins, $3. 95 billion in free cash flow, and zero meaningful capex'makes the disconnect between its operational momentum and depressed valuation (25x forward P/E) a key thesis for investors. App Lovin (NASDAQ: APP…...
TD Cowen Downgrades Tradeweb to Hold: Is the Fixed Income Trading Platform Running Out of Momentum?
29+ min ago (713+ words) TD Cowen downgraded Tradeweb Markets (TW) to Hold from Buy with a $129 price target, citing decelerating revenue growth that slipped from +26. 7% to +12. 5% year-over-year and 10. 2% fee compression suggesting the valuation has gotten ahead of business momentum. Tradeweb's near-term risk-reward looks balanced…...
Why I'd Bottom-Fish in Crowd Strike While the Street is Still Nervous About Software
1+ hour, 1+ min ago (606+ words) Bullet 1 " The Stocks: Crowd Strike (CRWD) is up 22% from February lows and trading 24% below recent highs as cybersecurity becomes an essential defense against advanced AI threats. Bullet 2 " The Story: Agentic AI tools like Claude Code are lowering software development barriers…...
NASA's $700 Million Mars Network -- Why Rocket Lab Is at the Front of the Line
47+ min ago (559+ words) NASA's aging Mars relay satellites are overwhelmed by data traffic from rovers and future habitats, making the Mars Telecommunications Network critical infrastructure that could establish Rocket Lab as a deep-space provider rather than just a launch specialist if it wins…...
Barclays Just Raised Marvell to Overweight. Here's Why the AI Chip Race Is Far From Over
44+ min ago (419+ words) Barclays upgraded Marvell Technology (MRVL) to Overweight on Thursday, citing the company's dominant and expanding position in custom silicon and AI data-center infrastructure, bolstered by its $2 billion NVIDIA (NVDA) partnership and record custom AI design pipeline with over 50 new opportunities....
Coherent Has Surged 400% in a Year but Our $201. 63 Target Says Sell Now
58+ min ago (582+ words) Coherent Corp (NYSE: COHR) has been a technology sector standout over the past year, but our model raises a caution flag at current levels. The 24/7 Wall St. Price Target for Coherent is $201. 63, against a current price of $253. 22, implying downside of…...
Guggenheim Upgrades Datadog to Buy With a $175 Target: The Cloud Monitoring Giant Is Back in Favor
52+ min ago (408+ words) Datadog (DDOG) received an upgrade from Guggenheim to Buy with a $175 price target as the stock has pulled back 14. 33% year-to-date, while the company reported Q4 FY2025 revenue of $953. 19 M beating estimates by 3. 76%. Guggenheim upgraded Datadog based on the company's positioning at the…...
Tesla vs. Ford: Don't Buy Either Stock Until You Read This
1+ hour, 5+ min ago (949+ words) Tesla (TSLA) posted Q4 vehicle deliveries down 16% year-over-year to 418, 227 units, but energy storage surged 25% with record 14. 2 GWh deployments and Full Self Driving subscriptions hit 1. 1 M globally. Ford (F) absorbed a $10. 7 B EV write-down but Super Duty pickup volume reached its best year…...
Live Nasdaq Composite: Markets Rattled by Inflation and Fragile Mideast Ceasefire
1+ hour, 24+ min ago (564+ words) Stocks: Intel (INTC), Google (GOOGL), and Meta (META) are driving infrastructure investments'Intel and Google launched a multiyear AI and cloud collaboration using Xeon processors, while Meta is directing an additional $21 billion to Core Weave for AI infrastructure expansion through 2032. Oil…...