OpenAI raises $8.3 billion at $300 billion valuation, exceeding target - NYT
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BofA Securities on Alphabet (GOOG): 'Google stable, AI transition still seems market expanding'
August 5, 2025 9:36 AM EDTBofA Securities analyst Justin Post reiterated a Buy rating and $217.00 price target on Alphabet (NASDAQ: GOOG).
The analyst comments "Google's key KPIs (traffic, search share, & mobile DAUs) were relatively stable in July, despite rapidly growing AI adoption across several sites, including Gemini. Data suggests... More
BofA Securities Reiterates Buy Rating on NVIDIA (NVDA)
August 4, 2025 9:33 AM EDTBofA Securities analyst Vivek Arya reiterated a Buy rating and $220.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "Maintain Buy ahead of Aug-27 FQ2 (Jul) earnings call. Stock has had a strong run YTD so some near-term volatility is to be expected. Specifically, we see: 1) FQ2 sales beat: $47bn vs. $45.8bn consensus and $45bn guide on... More
