Reported 8 days ago
Needham analyst Charles Shi has raised TSMC's price target from $270 to $360 while maintaining a 'Buy' rating after the company's strong third-quarter performance, which exceeded revenue guidance and reported a gross margin of 59.5%. TSMC has also updated its fourth-quarter revenue expectations, reducing the anticipated decline from 10% to just 1% and raising its full-year revenue growth forecast for 2025 to 35%. Despite challenges in the AI market, TSMC's outlook is improving, and its expansion efforts in Arizona are progressing.
Source: YAHOO
Reported 8 days ago
UBS has upgraded Oracle Corporation's (NYSE:ORCL) price target to $380 from $360, maintaining a 'Buy' rating. The firm considers the stock undervalued, citing recent guidance for FY30 revenues and backlog metrics that exceeded expectations. Oracle's cloud infrastructure revenue forecast was increased by $22 billion, and its backlog now exceeds $500 billion.
Source: YAHOO
Reported 8 days ago
Barclays has raised Tesla's (TSLA) price target from $275 to $350, noting that the company is advantaged by U.S. tariff changes since all its vehicles sold domestically are produced in the country. Although they expect a strong Q3 earnings boost due to gross margins and sales volume, the firm remains cautiously neutral about the stock's fundamentals amid a fluctuating market environment.
Source: YAHOO
Reported 8 days ago
Bank of America has upgraded Advanced Micro Devices, Inc. (AMD) stock from $250 to a price target of $300, classifying it as a ‘Buy’ due to its substantial opportunity in the semiconductor market. The firm cites the upcoming launch of AMD's MI450 Series 'Helios' racks as a significant catalyst, supported by key clients like Oracle and Meta, with the Analyst Day on 11/11 highlighted as the next major event for investors to monitor.
Source: YAHOO
Reported 8 days ago
ASML Holding N.V. exceeded earnings expectations and raised its outlook, prompting Evercore ISI analyst C.J. Muse to elevate the stock's price target to EUR1,000 from EUR755 while keeping an Outperform rating. The company's strong performance was supported by significant EUV lithography bookings and a positive revenue forecast for 2026, despite challenges in the Chinese market. With a record order intake and sharp increases in memory orders, ASML is viewed favorably by analysts who believe AI-driven demand will bolster its growth.
Source: YAHOO
Reported 8 days ago
On October 16, RBC Capital analyst Matthew Swanson maintained an Outperform rating on IBM with a $315.00 price target, ahead of the company’s Q3 earnings report scheduled for October 22. RBC expects solid performance, particularly regarding revenue and free cash flow metrics, as investors assess IBM's progress towards its full-year growth goals, especially for its Red Hat and software business segments.
Source: YAHOO
Reported 8 days ago
Morgan Stanley has reaffirmed its 'Equal Weight' rating for CoreWeave (NASDAQ: CRWV) as the company approaches its earnings report in November. The firm expresses caution, acknowledging a strong possibility of exceeding guidance and consensus, but highlights challenges in meeting investor expectations. CoreWeave, a provider of cloud equipment for AI and computing, is recognized for its potential, although Morgan Stanley suggests other AI stocks may present better investment opportunities.
Source: YAHOO
Reported 8 days ago
SoundHound AI, Inc. (NASDAQ:SOUN) has garnered attention as H.C. Wainwright raised its price target to $26.00, maintaining a ‘Buy’ rating amid expectations of ‘material outperformance’ in the near future. Despite a 7.9% increase in 2025, SoundHound's performance still lags behind the Russell 2000 index, but upcoming third-quarter results in November may act as a catalyst for growth. Analysts anticipate significant contributions from the recent acquisition of Interactions Corporation, which are not reflected in existing revenue forecasts for 2026.
Source: YAHOO
Reported 8 days ago
Earning a six-figure income is no longer seen as the primary indicator of wealth in the U.S.; only 23% of Americans believe it signifies true wealth. Instead, financial security, the ability to live comfortably without money worries, and being debt-free are now viewed as more significant markers of wealth. For many, feeling financially secure may require incomes exceeding $100,000, and nearly half of respondents highlighted being debt-free as a crucial aspect of true financial wellness.
Source: YAHOO
Reported 8 days ago
The article discusses Constellation Energy Corporation (NASDAQ:CEG) as a trending stock in the AI nuclear energy sector, highlighted by investor Tim Seymour's positive outlook on its potential. With a major focus on nuclear energy and a significant portion of its output being carbon-free, Constellation is positioned favorably in the utility market. However, the article notes that there may be other AI stocks with even greater potential for returns and less risk.
Source: YAHOO
Reported 8 days ago
Analyst Jim Lebenthal from Cerity Partners highlights PG&E Corporation (NYSE:PCG) as a trending stock due to its recovering momentum following past wildfire-related concerns. Despite previous fears about its liabilities, Lebenthal believes the market has overreacted and notes the utility's current strong performance.
Source: YAHOO
Reported 8 days ago
This article highlights two growth stocks, Dutch Bros and Roku, that show potential for long-term investment. Dutch Bros aims to nearly double its store count to 2,029 by 2029, following a rapid expansion reminiscent of Starbucks in the 1990s, while Roku has shifted focus from hardware to lucrative software and advertising services, capitalizing on the booming media-streaming market. Both companies are positioned well to take advantage of their respective industries, making them strong candidates for a diversified investment portfolio.
Source: YAHOO
Reported 8 days ago
The U.S. Treasury market has experienced a significant rally as investors flock to safe-haven assets amid rising credit concerns linked to regional banks and an ongoing government shutdown. Benchmark yields have fallen to their lowest levels in months, particularly the two-year and 10-year yields, as investors anticipate potential Federal Reserve rate cuts. This scenario highlights the traditional role of Treasuries as a protective asset during economic uncertainty, contrasting recent trends of declining Treasury values amid market volatility.
Source: YAHOO
Reported 8 days ago
A recent study by Capital Markets suggests that even a modest allocation of Solana (SOL) in investment portfolios can markedly enhance returns, with a 1% allocation increasing annualized returns to 10.54% and a 5% allocation yielding 26.22%. However, when Solana is equally diversified with Bitcoin and Ethereum, the returns diminish significantly. The study emphasizes that concentrated investment in Solana can lead to higher returns, whereas a diversified approach offers consistent but lower growth. Solana's strong on-chain fundamentals and expanding ecosystem further bolster its investment appeal.
Source: YAHOO
Reported 8 days ago
This article outlines five strategies to recover from financial overspending or a 'financial hangover.' It emphasizes the importance of assessing your financial situation without guilt, readjusting your budget, identifying emotional spending triggers, rebuilding savings, and planning for future expenses. By taking these steps, individuals can regain control over their finances and work toward achieving their financial goals.
Source: YAHOO
Reported 8 days ago
In a recent update, veteran analyst Dan Ives has refreshed his 'buy' list for Big Tech, emphasizing companies like Apple, Tesla, and Salesforce as key players in the ongoing AI revolution. Despite concerns over an 'AI bubble,' Ives argues that true demand and transformative changes in digital infrastructure underpin this momentum. He predicts further gains in tech stocks as AI adoption continues to expand, projecting significant upside potential for these companies as they capitalize on their AI capabilities.
Source: YAHOO
Reported 8 days ago
Enbridge, a Canadian pipeline and utility company, has a durable business model that supports its high-yielding dividend, which currently stands at 5.8%. With over 70 years of consistent dividend payments and a strong financial profile, the company is well-positioned for future growth, holding a backlog of $32 billion in secured projects and exploring an additional $50 billion in potential investments. This stability and ongoing expansion lead to expectations of continued dividend growth, prompting further investments in Enbridge.
Source: YAHOO
Reported 8 days ago
Gold prices have soared to record highs, prompting a rally in the South African rand as investors seek safety amidst renewed U.S.-China trade tensions initiated by President Trump's tariff threats. The rand climbed approximately 1% against the dollar, illustrating how commodity-backed currencies can benefit from uncertainty, although challenges in South Africa's economy may limit this advantage.
Source: YAHOO
Reported 8 days ago
Quantum computing stocks have seen significant price increases recently due to announcements of major investments, particularly from JPMorgan Chase. However, experts warn of a possible bubble as the commercial viability of quantum computing is still years away. Legendary investor Warren Buffett's advice to be cautious when others are greedy suggests it may be wise for investors to consider taking profits in this volatile market, especially since many stocks have already risen substantially and could face a downturn soon.
Source: YAHOO
Reported 8 days ago
After quitting his stable job to pursue a passion in design, a middle-aged man named Jo faces financial difficulties due to a significant pay cut. Although he enjoys his new career path, he's concerned about money and regrets depleting his savings during a lengthy job search. His experience highlights the financial risks associated with career changes and the challenges of finding satisfying work while navigating economic uncertainties.
Source: YAHOO
Reported 8 days ago
L’Oréal's possible $4 billion acquisition of Kering Beauty could dramatically reshape the beauty industry, providing Kering with essential funds to reinvest in struggling brands and enhancing L’Oréal's portfolio with high-end fragrance licenses. Experts believe this deal could be a pivotal moment for both companies and the broader market, potentially intensifying competition among major beauty groups. If finalized, it would mark one of the most significant mergers in the beauty sector since L’Oréal acquired YSL Beauté in 2008.
Source: YAHOO
Reported 8 days ago
PepsiCo is making strides with better-than-expected third-quarter results, driven by strategic innovations and cost efficiency. However, concerns linger over stagnant sales in its core North American market and ongoing pressures from inflation and competition. Analysts from Bank of America express cautious optimism about future growth, yet stress that substantial improvements in consumer demand are necessary for sustainable success, highlighting the need for PepsiCo to prove its capability for consistent volume growth.
Source: YAHOO
Reported 8 days ago
Source: BARRONS
Reported 8 days ago
Hedera (HBAR) faces continued downward pressure as investor confidence wanes, heavily depending on Bitcoin's recovery to reverse its fortunes. The strong correlation between HBAR and BTC suggests that the altcoin's performance is closely tied to Bitcoin's movements. Currently trading at $0.167, HBAR seeks to breach resistance levels, with potential for upward movement if Bitcoin maintains its strength. However, persistent bearish sentiment could lead to further declines.
Source: YAHOO
Reported 8 days ago
Source: BARRONS