Microsoft, Apple, and Nvidia in race to hit $4 trillion market cap - Wedbush

NVIDIA (NVDA) PT Raised to $200 at Rosenblatt, 'We see NVIDIA already in the $5.00 EPS plus level for calendar 2026'

Rosenblatt analyst Hans Mosesmann raised the price target on NVIDIA (NASDAQ: NVDA) to $200.00 (from $140.00) while maintaining a Buy rating.

The analyst comments "We see Nvidia's Hopper, Blackwell, and Rubin series driving "value" market share in one of Silicon Valley's most successful... More

Apple (AAPL) PT Raised to $245 at JPMorgan, 'AI-Highs Still to Be Seen As Upgrade Cycle Led EPS Upsides Leave a Lot of Room'

JPMorgan analyst Samik Chatterjee raised the price target on Apple (NASDAQ: AAPL) to $245.00 (from $225.00) while maintaining a Overweight rating.

The analyst comments "We are updating our volume forecasts for the iPhone 16 and iPhone 17 cycle following the WWDC event, which laid out a collection of AI features that in our view will drive an upgrade cycle that starts with the iPhone 16 launch (primarily FY25 impact to financials) followed by a cycle peak with the launch of iPhone 17 (primarily FY26 impact to financials). We are raising our iPhone... More

Truist: Microsoft keeping a foot on the gas in AI

Truist analysts believe Microsoft (NASDAQ: MSFT) is maintaining its aggressive stance in the AI sector, positioning itself as a leader in the software industry.

The investment firm states that Microsoft is one of its focus names in the sector heading into the quiet period for... More

Apple target lifted at Lynx Equity Strategies, says there's 'more to go'

Lynx Equity Strategies raised its price target for Apple (NASDAQ: AAPL) shares to $240 from $220 in a note Monday, stating there is "more to go."

Even after the sharp move in the stock post-WWDC, the investment firm does not believe many investors appreciate the real value in the stock.

"The value lies not in gigantic LLMs or snazzy demos. Rather, AAPL's value lies in a rich vein of gold that hyperscale peers do not have access to," added... More