TSMC: Morgan Stanley hikes PT on Arm AI CPU boost
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- S&P closes at record high as soft jobs report eases rate-hike concerns
- US suffers unexpected job losses in July, markets dial back rate hike expectations
- Brent climbs $1 on uncertainty over end to Iran war
- Atlassian results seen as 'game changer' for AI kills software worries
- The Trade Desk hit by Wall St downgrades after disappointing Q2 results, outlook
- Citi cuts Micron stock target, sees memory chip prices peaking in 2Q27
- S&P closes at record high as soft jobs report eases rate-hike concerns
- US suffers unexpected job losses in July, markets dial back rate hike expectations
- Atlassian results seen as 'game changer' for AI kills software worries
- Microsoft only US hyperscaler with positive free cash flow as AI capex bites
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NVIDIA (NVDA) PT Raised to $1,350 at HSBC, 'NVL36/NVL72 server rack pricing power major driver in 2025'
May 10, 2024 10:36 AM EDTHSBC analyst Frank Lee raised the price target on NVIDIA (NASDAQ: NVDA) to $1,350.00 (from $1,050.00) while maintaining a Buy rating.
The analyst comments "Nvidias NVL36/NVL72 server rack pricing power major driver in 2025: We believe Nvidia will continue to demonstrate its strong pricing power via its NVL36/NVL72 server rack... More
Arm Holdings (ARM) PT Lowered to $145 at Evercore ISI
May 9, 2024 5:04 AM EDTEvercore ISI analyst Mark Lipacis lowered the price target on Arm Holdings (NASDAQ: ARM) to $145.00 (from $156.00) while maintaining a Outperform rating.
The analyst comments "With ARM up 41% YTD vs SPX 9%, and YY revs peaking in the Mar24Q, the set-up... More
Microsoft's Azure gaining most share, mostly at the expense of Amazon's AWS - Jefferies
May 8, 2024 8:10 AM EDTAnalysts at Jefferies said in its first quarter cloud update that Microsoft (NASDAQ: MSFT) Azure is gaining share in the market at the expense of Amazon (NASDAQ: AMZN) AWS, which is losing share.
The investment... More
