AI bubble has started to implode: Gavekal Research
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StreetInsider.com Top Tickers, 9/25/2026
- Wall Street ends higher as investors buy AI stocks; Microsoft rallies
- Stock action shows confidence in central banks: BofA’s Hartnett
- Oil prices slide about 2% as US, Iran explore path out of war
- Why stocks held up despite rising yields and $100 oil? These 2 words explain it
- Barclays asks if equity markets are nearing the boiling point
- Akamai signs $11.6B deal with Anthropic, up to $20B potential
- Bloom Energy falls as Oracle invokes force majeure on AI project
- Oracle triggers force majeure on massive 'Project Jupiter' data center
- Oracle Sends Force Majeure Notice Over New Mexico Data Center - Bloomberg
- S&P 500 ends marginally lower as investors focus on US-Iran war
Mizuho Downgrades Intel (INTC) to Neutral, 'Widening Technology Gap'
August 7, 2024 4:02 PM EDTMizuho analyst Vijay Rakesh downgraded Intel (NASDAQ: INTC) from Outperform to Neutral with a price target of $22.00 (from $36.00).
The analyst comments "We upgraded INTC in Nov'23 on strong AI ramps, and new products driving PC/DC traction. Fast-forward 9 months,... More
BofA Securities on Apple (AAPL): 'we see the potential for consensus estimates to be revised higher'
August 7, 2024 9:32 AM EDTBofA Securities analyst Wamsi Mohan reiterated a Buy rating and $256.00 price target on Apple (NASDAQ: AAPL).
The analyst comments "
As per SensorTower data, App Store revenues in F4Q (after 36 days) increased to $3.0bn (+12% y/y, according to data on developer revs from... More
