Nvidia stock sinks another 6.7%, shedding over $400B in market cap over 3-day slide

Microsoft: Gen-AI CapEx efficiency significantly outpacing that of Azure build out - Goldman

Goldman Sachs reiterated its Buy rating on Microsoft (NASDAQ: MSFT) with a $515 price target in a note this week, citing strong returns on the company's investments in Generative AI (Gen-AI).

While some investors are concerned about the return on investment (ROI) for Gen-AI, Goldman Sachs sees parallels to the company's successful Azure cloud computing build-out.

"We draw several parallels to the Azure infrastructure build-out in which Azure CapEx intensity (CapEx / Azure Revenue) stabilized... More

Apple (AAPL) PT Raised to $250 at Evercore ISI

Evercore ISI analyst Amit Daryanani raised the price target on Apple (NASDAQ: AAPL) to $250.00 (from $220.00) while maintaining a Outperform rating.

The analyst comments "Apple stock has seen a nice increase since WWDC, but we still think there is more room to run as we see potential for material upside to current iPhone revenue... More

Jefferies sees upside in Nvidia, raises target

Jefferies analysts are bullish on Buy-rated NVIDIA (NASDAQ: NVDA), raising their price target to $150 per share from $135 in a note Monday.

This increase reflects positive takeaways from their recent Asia trip and upcoming meetings with key players in the AI space.

In a recent note, Jefferies acknowledges mixed performance within the AI sector. While Nvidia... More

Apple (AAPL) is JPMorgan's best pick in Edge AI

JPMorgan analysts see Apple (NASDAQ: AAPL) as well-positioned in the Edge AI hardware market, highlighting its large iPhone user base and potential for higher profits compared to competitors.

In its note, the investment bank emphasizes a shift towards "Profit TAM [Total Addressable... More