Street Notes

The technology and retail giant is set to lose around $400 billion in market capitalization over the last seven sessions.

Cloudflare stock surged on an upbeat outlook. Its services are in high demand as AI drives an increasing amount of internet traffic.

Raymond James analyst Andrew Marok upgraded shares of Take-Two to Strong Buy from Outperform on Tuesday.

Ichor Holdings reported better-than-expected quarterly results and issued an upbeat outlook, sending shares of the chip-equipment supplier sharply higher.

J.P. Morgan says fears of an AI-driven software wipeout are overblown and highlights 19 stocks—from Microsoft to CrowdStrike—it believes are positioned to rebound.

Amazon, Meta, and Alphabet are pour billions into AI. Walmart could borrow their massive capital expenditures to transform itself.

‘We believe GOOGL has a broad set of monetization levers,’ J.P. Morgan analyst Dough Anmuth wrote.

A selloff has created an opportunity to own ‘one of the most compelling long-term compounders in fintech,’ says Citizens JMP.

D.A. Davidson upgraded the stock to Buy from Neutral, arguing the recent selloff has been overdone.

Baird added both companies to the firm’s list of fresh bullish picks.

The crypto treasury stock sank to its lowest close in two years but looks set to rebound Friday.

Micron stock has more than quadrupled in 12 months and analysts at UBS expect more gains from here. 

Amazon is a mega-cap company recycling its torrent of cashflows back into a generational opportunity to cement its place at the top of the AI mountain.

Stifel downgrades Microsoft stock to Hold, citing competitive pressure from Google and Anthropic.

B. Riley upgraded shares of Snap to Buy from Neutral.

Both stocks were falling as phone manufacturers scale back production plans.

Canaccord Genuity reiterates a Buy rating on Strategy, but slashes its price target by a whopping 60%.

Software stocks are plunging but two companies could be well positioned ahead of their earnings, Cantor analysts says.

CEO Lisa Su sees massive revenue gains in 2027. In today’s market, that’s just too far away.

Analyst Christian Wetherbee raised his rating to Buy from Hold and took his price target to $380 a share from $295.

SoFi stock is upgraded to Overweight from Neutral at J.P. Morgan, but Morgan Stanley has a different favorite.

Barron’s speaks with Western Digital’s chief financial officer after the company breezes past earnings expectations.

Big AI spending is fine. It just needs a timeline for profits.

Shares have soared 197% over the past year, so investors needed perfection from Lam’s fiscal second-quarter earnings.

Analysts are raising their price targets for USA Rare Earth stock following a deal with the federal government.