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Updated: 5 hours 8 min ago

KLA (KLAC) Gets Upgrade as Foundry-Led WFE Demand Accelerates

Sat, 01/17/2026 - 12:57

Arm (ARM) Downgraded by BofA on Smartphone and Royalty Headwinds

Sat, 01/17/2026 - 12:56

Goldman Sachs Starts Coverage on Super Micro (SMCI) With Sell, $26 Target

Sat, 01/17/2026 - 12:55

AMD Gets KeyBanc Upgrade as Hyperscaler Demand Accelerates

Sat, 01/17/2026 - 12:55

KeyBanc Sees Micron (MU) in a ‘Different’ Memory Cycle, Raises Target

Sat, 01/17/2026 - 12:54

Nvidia (NVDA) Added to Wolfe Alpha List as Favorite AI Idea for 2026

Sat, 01/17/2026 - 12:53

Alphabet (GOOGL) Gets $350 Target From Truist as Search Momentum Holds

Sat, 01/17/2026 - 12:52

Meta (META) Stays Overweight at Piper Sandler Ahead of Q1 Results

Sat, 01/17/2026 - 12:52

Apple’s (AAPL) AI Roadmap Strengthens With Google Deal, Says Evercore

Sat, 01/17/2026 - 12:48

Truist Raises Price Target on Amphenol Corporation (APH) After CommScope Deal

Sat, 01/17/2026 - 12:47

Autodesk (ADSK) Earns Top Pick Status at Piper Sandler on AI Progress

Sat, 01/17/2026 - 12:46

Rothschild Redburn Stays Bullish on ASML on Strong Order Intake

Sat, 01/17/2026 - 12:45

Why Evercore ISI Is Bullish on Reddit’s (RDDT) Monetization Story

Sat, 01/17/2026 - 12:44

HPE Labeled a ‘Show-Me Story’ for 2026 as Strategy Evolves

Sat, 01/17/2026 - 12:42

UBS Reiterates Neutral on Oklo (OKLO) After Meta Power Deal

Sat, 01/17/2026 - 12:41

KeyBanc Turns Bullish on Intel (INTC), Citing Server CPU Tightness and Foundry Yield Gains

Sat, 01/17/2026 - 12:38

Microsoft AI Cloud Deal and 2GW Growth Path Drive Bull Case for IREN

Sat, 01/17/2026 - 12:35

Goldman Sachs Initiates DELL at Buy, Sees AI Server Momentum Driving Upside

Sat, 01/17/2026 - 12:32

Citizens Reiterates Market Outperform on Penguin Solutions (PENG) After CES Meetings

Sat, 01/17/2026 - 12:27

Goldman Sachs Cites Secular PC Margin Pressure in Sell Call on HP Inc. (HPQ)

Sat, 01/17/2026 - 12:24

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