’Music stops when AI capex stops. Enjoy the party’: Wells Fargo
FREE Breaking News Alerts from StreetInsider.com!
StreetInsider.com Top Tickers, 6/23/2026
- Wall Street ends lower on semiconductor selloff as AI spending concerns mount
- Alphabet added to Dow Jones Industrial Average, Verizon dropped
- Chip stocks plunge, but bargain-hunters limit scale of tech rout
- FedEx falls 4% as CY2026 profit forecast misses expectations despite Q4 beat
- Oil prices finish 1% lower as investors focus on Hormuz flows after peace talks
- Exclusive-China robot-hand-building unicorn Linkerbot targets $6 billion valuation
- Spain's ex-transport minister sentenced to 24 years for corruption
- China, US, UAE police arrest 276 telecom fraud suspects in Dubai
- Needham Starts NeoVolta (NEOV) at Buy
- Li Auto Inc. (LI) Breaks Ground on Chips R&D and Production Base
BNP Paribas Exane Eaton (ETN): 'we revisited our model and conclude our DC revenue CAGR of >20% through 2030 is achievable'
September 12, 2025 10:02 AM EDTBNP Paribas Exane analyst Andrew Buscaglia reiterated an Outperform rating and $413.00 price target on Eaton (NYSE: ETN).
The analyst comments "We believe Oracle's remarkable backlog inflection this week illustrates the magnitude of growth potential that's still ahead for ETN (+). We expect a similar backlog... More
DA Davidson on Oracle (ORCL): 'We believe OpenAI will continue to be a key winner from the explosion of growth in AI'
September 11, 2025 11:19 AM EDTDA Davidson analyst Gil Luria reiterated a Neutral rating and $300.00 price target on Oracle (NYSE: ORCL).
The analyst comments "We believe OpenAI will continue to be a key winner from the explosion of growth in AI, especially as long as it continues to lead our model rankings. However, we believe it may be helpful to put this announcement in context: OpenAI is still organized as a not-for-profit, which is limiting its ability to take in the capital it raised in March. This transition is... More
