AI-driven memory demand pushed Micron’s revenue and margins sharply higher, giving it clearer growth visibility and stronger profitability than Oracle and Broadcom after earnings.
Legacy automakers GM and Ford have regained investor favor as EV demand cools, fundamentals strengthen, and Tesla’s momentum moderates amid valuation and affordability concerns.
Two major firms, Wedbush and Stifel, sharply raised their price targets, signaling stronger pricing trends and improving demand in the memory chip market.
Despite pressured fundamentals, SoundHound retains strong retail support, while analysts are optimistic about its long-term conversational AI opportunity.
ASTS stock surged to record highs despite delays, losses, and bloated valuation, as retail optimism clashes with analyst caution ahead of the crucial BlueBird 6 launch.
Rivian’s stock rebound is driven by faster delivery growth, expanding software revenue, and AI-led autonomy ambitions, though profitability, liquidity, and mass-market launches remain key risks.
Disney’s $1B OpenAI partnership offers strategic AI entry and content advantages, but investor sentiment remains muted as the stock trades sideways despite potential long-term benefits.
Bank of America lifted its price target to $500 from $460 while upholding a ‘Buy’ stance after interpreting the company’s recent performance and forward projections as resilient.
SanDisk’s post–spin-off surge reflects booming AI-driven NAND demand, stronger margins, and data center growth, though analysts warn its rapid rally may outpace near-term earnings strength.
Investors remain divided on Moderna and Super Micro as heavy short interest reflects skepticism, yet recent catalysts suggest both names could still deliver unpredictable, sentiment-driven swings.
