Reported 6 days ago
Microsoft has entered a strategic agreement with Informatica Inc. to enhance customer adoption of AI solutions on the Microsoft Azure cloud platform. This partnership aims to utilize Informatica’s Intelligent Data Management Cloud™ alongside key Microsoft services to help enterprises transform their operations with AI-driven insights and ensure the secure scaling of AI across their data landscapes.
Source: YAHOO
Reported 6 days ago
Morgan Stanley analyst Meta Marshall has maintained a 'Buy' rating on Twilio Inc. (NYSE:TWLO) stock, setting a price target of $117. Twilio continues to show strong growth potential, especially through advancements highlighted at its recent Signal event, as well as a new partnership with Microsoft for developing AI solutions. Despite identifying potential in Twilio, the article notes that other AI stocks may offer greater investment returns.
Source: YAHOO
Reported 6 days ago
Intel Corporation (NASDAQ:INTC) has experienced a decline in market share during Q1, losing ground to ARM Holdings as reported by Mercury Research. Despite estimates showing a 6.1% drop in Intel's microprocessor shipments, analysts maintain a 'Neutral' rating on the stock, with a consensus 'Buy' rating overall. As the Chip Security Act aims to ensure the integrity of AI chip exports, the competition between Intel and ARM intensifies amid changing regulatory landscapes.
Source: YAHOO
Reported 6 days ago
Oracle Corporation has launched its Health Clinical AI Agent, a voice and screen-driven assistant for health systems in Canada. This AI-powered tool aims to reduce administrative burdens for physicians, allowing them to focus more on patient care. It supports over 40 medical specialties and integrates with Oracle's electronic health records to provide accurate draft notes and next steps for providers. Oracle continues to enhance its clinical portfolio with AI technology, receiving positive feedback from clinicians who appreciate the solution's efficiency.
Source: YAHOO
Reported 6 days ago
Micron Technology, Inc. (NASDAQ:MU) has recently earned a 'Buy' rating from analysts, including Christopher Danely from Citi, due to strong demand for its DRAM and NAND products in the datacenter sector, which are critical for AI applications. Following the reversal of the Biden-era rule on AI chip exports, Micron's position strengthens as U.S. lawmakers propose a bill aimed at enhancing chip export security. While Micron is recognized for its potential, some analysts believe there are other AI stocks with even greater upside potential.
Source: YAHOO
Reported 6 days ago
Mizuho has identified Salesforce Inc. (NYSE: CRM) as a top pick for the upcoming April earnings, despite adjusting its price target down to $380. The selection comes in the context of a new bipartisan bill aimed at regulating AI chip exports, indicating the company’s solid performance in the cloud-based CRM sector, particularly with its AI-driven platform Agentforce. Analysts believe while CRM is a strong investment option, other AI stocks may offer even greater potential for higher returns.
Source: YAHOO
Reported 6 days ago
BofA has maintained a bullish outlook on Nvidia (NVDA) after the company announced a significant multi-year AI infrastructure project with the Saudi Arabian startup HUMAIN, expected to generate $3B to $5B annually. The bank has increased its price target for Nvidia's stock to $160 and emphasizes the importance of protecting technological advantages and preventing AI chip smuggling amid evolving U.S. export regulations.
Source: YAHOO
Reported 6 days ago
Advanced Micro Devices (AMD) has unveiled its new EPYC 4005 Series processors designed to enhance performance and affordability for small and medium businesses and hosted IT service providers. Supported by key partners, these processors aim to address budgetary and deployment challenges faced by growing businesses, reinforcing AMD's position as a notable player in the AI stock market.
Source: YAHOO
Reported 6 days ago
Meta Platforms, Inc. (NASDAQ:META) is facing a legal threat from the Austrian advocacy group NOYB, led by privacy activist Max Schrems, regarding its plan to use personal data from European users for AI training. NOYB argues that using such data is not in line with EU privacy laws, as the European Court of Justice has ruled that Meta cannot establish a 'legitimate interest' in utilizing user data for targeted advertising. Meta plans to provide users a way to object to this data usage, but the deadline set by NOYB for a response is May 21, potentially leading to collective lawsuits involving millions of European users.
Source: YAHOO
Reported 6 days ago
Alphabet Inc. (GOOG) receives a 'Buy' rating from Bank of America analyst Justin Post, citing strong growth potential and market gains as Google Chrome captures more browser market share from Apple’s Safari. This rating highlights Google’s robust performance on iOS, with increasing user engagement on its apps. While GOOGL ranks second among AI stocks on Wall Street, some analysts suggest other AI stocks may offer higher return potential.
Source: YAHOO
Reported 6 days ago
Super Micro Computer, Inc. (SMCI) has announced a strategic partnership with Saudi startup DataVolt to develop hyperscale AI campuses in Saudi Arabia. This collaboration aims to deliver advanced server solutions and liquid cooling technologies for enhanced efficiency in data management, contributing to the Kingdom's ambitions to become a global hub for artificial intelligence. The deal is part of a broader initiative in which U.S. and UAE entities are investing in AI infrastructure, highlighting the growing importance of AI technologies in the Middle East.
Source: YAHOO
Reported 6 days ago
Citi has raised its price target for Dell Technologies Inc. (NYSE: DELL) from $105 to $128 ahead of the company's earnings announcement scheduled for May 29. The firm maintains a 'Buy' rating, highlighting Dell's efficient inventory management and adaptable supply chain. Dell currently ranks 9th among trending AI stocks on Wall Street.
Source: YAHOO
Reported 6 days ago
Analysts have downgraded CrowdStrike Holdings, Inc. (NASDAQ:CRWD) from 'Outperform' to 'Neutral', maintaining a price target of $425, citing a slowdown in performance and some risks related to partner expectations. They recommend waiting for a more favorable entry point, despite CRWD's strong market position and overall potential in the AI sector.
Source: YAHOO
Reported 6 days ago
Advanced Micro Devices (AMD) has had its price target raised to $130 per share by Barclays, following significant AI-related agreements developed during U.S. President Trump's recent visit to the Middle East. The partnership with Saudi startup Humain, which involves a $10 billion investment, along with AMD's plan to repurchase $6 billion in shares, is driving positive sentiment towards the stock. This deal aims to enhance cooperation in artificial intelligence between the U.S. and the UAE, solidifying AMD's position within the trending AI stocks on Wall Street.
Source: YAHOO
Reported 6 days ago
Wedbush has reaffirmed an 'Outperform' rating for Apple Inc. (AAPL) with a price target of $270, emphasizing the company's strategy to focus iPhone production in India and China. The firm predicts that by the fall, up to 60%-65% of iPhone assembly could occur in India, depending on international tariff negotiations. Though Apple has significant investments in the U.S., continued supply chain complexities are expected to hinder any near-term production shifts to the U.S., which would drive iPhone prices significantly higher. AAPL ranks fifth among trending AI stocks currently.
Source: YAHOO
Reported 6 days ago
Wedbush reaffirms its 'Outperform' rating for Nvidia (NVDA) as the Blackwell chip production ramps up, highlighting strong prospects in the AI sector. With President Trump finalizing a major AI data center project in partnership with the UAE, Nvidia stands to benefit from increased demand for its technology in the region. Analysts currently favor Nvidia with a consensus 'Buy' rating, forecasting significant upside potential in stock price.
Source: YAHOO
Reported 6 days ago
Alphabet Inc. (GOOGL) has surpassed 150 million subscribers for its Google One platform, a service that provides cloud storage and AI features. This milestone, reported on May 15, 2025, aligns with Alphabet's strategy to diversify its revenue sources beyond advertising, which constitutes a significant portion of its income. As Alphabet navigates competition from AI chatbots, the subscription service is viewed as a key element for improving its long-term financial future.
Source: YAHOO
Reported 6 days ago
Loop Capital has upgraded Meta Platforms (NASDAQ:META) to a 'Buy' with a price target increase from $695 to $888, attributing the upgrade to strong AI advancements that have offset revenue decline from reduced spending by Chinese advertisers. As a result, META is expected to outperform its peers in the Mag-7 group throughout the year, securing its position as a leading AI stock on Wall Street.
Source: YAHOO
Reported 6 days ago
Citi has reiterated its 'Buy' rating for Microsoft (MSFT), raising its price target from $480 to $540 per share. Analyst Tyler Radke praised Microsoft's strong fiscal performance and efficiency improvements, particularly in its Azure cloud business. The decision to lay off 6,000 employees is seen as a positive move that could generate over $1 billion in savings, which may be reinvested into research and development. Microsoft continues to lead in the AI sector, ranking first among trending AI stocks on Wall Street.
Source: YAHOO
Reported 6 days ago
Source: WSJ
Reported 6 days ago
In a recent episode of Mad Money, Jim Cramer discussed Walmart's resilience in the face of tariffs, advising investors against excessive pessimism. Despite initial stock gains following strong earnings, Walmart's cautious outlook regarding price hikes led to a quick downturn. Cramer emphasized the importance of maintaining an open mind towards market opportunities, as many undervalued stocks can rebound significantly.
Source: YAHOO
Reported 6 days ago
In a recent episode of Mad Money, Jim Cramer emphasized the untapped potential of CoreWeave, Inc. (NASDAQ:CRWV), describing it as a company overlooked by investors due to fears and skepticism. Despite a challenging IPO and the general market's retreat from AI stocks, Cramer asserts that opportunities abound for those willing to adopt a constructive outlook. He warns against letting negativity cloud investment decisions, as many stocks previously dismissed have since rebounded strongly.
Source: YAHOO
Reported 6 days ago
In a recent episode of Mad Money, Jim Cramer reflected on Boeing Company's transformation from being seen as a struggling stock to a potential investment opportunity. He warned investors against excessive pessimism, highlighting that missed opportunities often arise during times of negative sentiment. While acknowledging past challenges, Cramer pointed out that Boeing, as a leading aircraft manufacturer, holds promise for recovery and growth. He emphasized that a more open and constructive outlook on investments can yield substantial rewards, particularly in currently undervalued stocks like Boeing.
Source: YAHOO
Reported 6 days ago
Jim Cramer highlighted Walt Disney's impressive stock performance, noting that investors who were overly pessimistic missed significant opportunities for gains. He emphasized the importance of a constructive mindset in the stock market, arguing that many dismissed stocks have rebounded sharply. Cramer pointed out Disney’s rise from $82 to $112 within a month, illustrating how skepticism can lead to missed investments.
Source: YAHOO
Reported 6 days ago
In a recent episode of Mad Money, Jim Cramer advised investors to avoid letting negativity cloud their judgment in the stock market, emphasizing that strong opportunities often arise during low sentiment. He highlighted NVIDIA Corporation (NASDAQ: NVDA) as a stock with potential for recovery despite recent pessimism surrounding its AI data center thesis. Cramer noted that many stocks, once dismissed, can rebound significantly, encouraging a constructive outlook for investors.
Source: YAHOO