General Investing

Meta stock rallied last week as its custom Iris AI chip nears September production, part of a broader AI push.

Apple sued OpenAI, alleging the AI company stole trade secrets from former Apple employees to build consumer hardware products.

Cerebras Systems stock jumped 11% after announcing a major European data center expansion reaching 200MW by end of 2027.

MARA Holdings stock jumped 15% after announcing a Texas land deal that could nearly double its power capacity to 4.8 GW.

Palo Alto Networks CEO Nikesh Arora says AI token costs must fall up to 90% to drive wider business adoption.

TD Cowen named Nvidia stock a Top Pick with a $275 target, citing underappreciated AI demand across industries.

Micron Technology stock rose 5% after unveiling a $3 billion supply chain investment and raising its U.S. spending plan to $250 billion.

AstraZeneca stock fell 9% after its Wainua heart drug trial missed its primary goal, raising questions about management credibility.

KeyBanc downgraded Salesforce stock, citing weak customer feedback on Agentforce and limited evidence of near-term upside.

Supermicro launched new edge AI appliances with Red Hat and Everpure, expanding its push into enterprise AI infrastructure solutions.

UBS reiterated its Buy rating on Accenture stock after its new Google Cloud AI partnership targeting midmarket companies.

Needham raised its Hut 8 price target to $128 after the company's new 352MW data center lease at Beacon Point.

Moderna stock fell 7% despite Morgan Stanley raising its price target to $39, as the firm kept its neutral rating in place.

Broadcom stock jumped 5% after Apple expanded their chip partnership in a deal worth over $30 billion through 2031.

Amazon just launched a $25 billion bond sale to fund its AI infrastructure, and for the first time investor demand cooled. With free cash flow set to turn negative in 2026, the question is whether the buildout is a monetization machine or a cash trap.

Four banks raised their price targets on Delta in early July, and Raymond James cut its rating while raising its own target. Targets up, near-term conviction down, two days before Q2 earnings. Here's what the TIKR model says about where Delta stock could go through 2030.

Palantir's CEO just called the frontier labs' token pricing a threat to American business, and the stock jumped 8% the same day. Behind the soundbite sits a real architectural argument about who owns enterprise AI. Here is what it means for PLTR investors, and what the TIKR model says at current prices.

Astera Labs stock dropped nearly 12% in a single session, dragged down by an AI-sector selloff rather than any news of its own. With no company announcement to blame, the fall exposed how little cushion sits under one of the most expensive stocks in semiconductors.

IonQ just posted a record quarter and raised guidance, yet the stock has fallen roughly 31% in a month and dropped 7% in a single session. A new European quantum rival went public, valuations came under fire, and insiders trimmed positions.

The Street is racing to raise price targets on SanDisk just as the stock falls more than 30% from its June high. Goldman hiked its target 83% the same week SNDK broke below $1,500 intraday. So who is reading the memory cycle correctly: the analysts or the tape?

GE Vernova dropped nearly 7% in a single session, and the trigger was not its own news. A competitor's downgrade rattled the entire AI power trade. Here is whether the fear is rational, what management said that pushes back on it, and where the TIKR model points ahead of July 22 earnings.

Vertiv just opened its first Southeast Asian factory, a 236,000 square foot plant built to convert its record backlog into revenue faster. With the stock whipsawing near all-time highs, the real question is whether Vertiv can scale as fast as it can sell. The TIKR model still points to meaningful upside.

Michael Burry shorted Caterpillar at $1,060.98, and the stock fell nearly 12% from its record high days later. Yet Truist just lifted its target to $1,218 and the backlog sits at a record $63 billion.

Occidental Petroleum popped nearly 6% in a single session after a shipping strike near the Strait of Hormuz sent crude higher. The move revives the oldest question about this stock: is it an investment, or just a leveraged bet on the oil price?

ExxonMobil told investors its second-quarter profit could jump about $5 billion versus Q1. The catch: that windfall is a snapshot of a quarter built on oil prices that have already moved. Here is what the TIKR model and the Street's ~$170 target say happens next.

Intel just fell roughly 10% in a single session, days after HSBC doubled its target to a Street-high $200. The drop had almost nothing to do with Intel and everything to do with a chip-sector reset. Here is whether the pullback is the entry point patient buyers were waiting for, or a warning on a stock that ran five times faster than its own sector.

Cognizant stock rises after expanding its Google Cloud partnership to scale Gemini Enterprise AI across clients and its own workforce.

Netflix, Disney, and YouTube are eyeing World Cup broadcast rights, a deal that could boost Netflix stock's live sports push.