NASDAQ:ARM - Nasdaq - US0420682058 - ADR - Currency: USD
AppLovin's AI-powered ad tech fuels surging profits, while Arm's chip royalties face tariff risks. APP may offer the smarter play right now.
Here’s what could be next for the new AI stock.
Malaysia has made it clear that it will not be picking sides in the ongoing tech war between the U.S. and China. The country's Minister of Home Affairs, Saifuddin Nasution bin Ismail, emphasized that Malaysia will continue to work with both superpowers.
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Consumer Confidence bounced back in a big way in May. TSMC made a threat to the Trump administration over potential semiconductor tariffs. Chip stocks generally had a good day, as President Trump announced a delay to his threat of 50% tariffs on European Union goods to July 9, seemingly paving the way for negotiations.
BTIG raised the firm’s price target on Chefs’ Warehouse (CHEF) to $74 from $68 and keeps a Buy rating on the shares after meeting with its management team. The firm expects Q1 sales strength to continue into Q2 and sees the company’s FY25 outlook as achievable, if not conservative, given the resilience seen in sales trends to-date, the analyst tells investors in a research note. Chefs’ Warehouse is harvesting post-COVID investments to drive several years of sales growth and margin expansion, wit
JPMorgan analyst Mark Murphy lowered the firm’s price target on Workday (WDAY) to $295 from $310 and keeps an Overweight rating on the shares following the Q1 report. The company reported a consistent performance despite macro uncertainty with higher margins, the analyst tells investors in a research note. The firm remains constructive on Workday’s emerging vectors, including full-suite, partner-led sales, midmarket penetration, and emerging artificial intelligence momentum, which it believes “s
On May 23, Wells Fargo analyst Gabe Hajde double upgraded Sonoco Products Company (NYSE:SON)’s stock to “Overweight” from “Underweight,” and raised the price objective to $55 from $45. As per the firm’s analyst, the efforts to simplify the company with an emphasis on fewer but larger businesses continue to reach the advanced stages. Furthermore, Wells […]
On May 23, Craig-Hallum upped PLAYSTUDIOS, Inc. (NASDAQ:MYPS)’s stock to “Buy” from “Hold,” increasing the price objective to $3 from $2. The firm mentioned that PLAYSTUDIOS, Inc. (NASDAQ:MYPS) continues to covertly test its sweepstakes casino “The Win Zone” with the help of selected players. As a result, Craig-Hallum managed to get a chance to try this out. […]
On May 23, UBS upped FinVolution Group (NYSE:FINV)’s stock to Buy from Neutral, increasing the price target from $11.80 to $12.10. As per the firm’s analyst, the company’s Q1 2025 results were robust, thanks to the margin expansion and asset quality. The company was able to beat earnings estimates slightly, despite seasonally soft loan volume. […]
On May 23, Redburn Atlantic turned bullish on Charles River Laboratories International, Inc. (NYSE:CRL) as it upgraded its stock from “Neutral” to “Buy,” despite marginally reducing the price objective to $182 from $188. The upgrade was seen off the back of an improvement in demand in Charles River Laboratories International, Inc. (NYSE:CRL)’s Discovery and Safety […]
On Friday, May 23, William Blair analyst Dylan Becker reiterated his Buy rating on Autodesk Inc. (NASDAQ:ADSK) stock, without a price target, following the company’s better-than-expected Q1 FY 2026 earnings results Dylan praised the company’s 16% revenue growth and 37% operating margin, which were ahead of consensus. In addition, EPS of $2.29 came in around […]
On May 22, Bank of America Securities analyst Miranda Zhuang reiterated a Buy rating on Baidu Inc. (NASDAQ:BIDU). However, she reduced the price target to $100 from $104 due to lower profit estimates for the ad business. She also notes that its robotaxi division has achieved fully autonomous operations in Mainland China, which has already […]
On Thursday, May 22, Morgan Stanley analyst Joe Laetsch maintained a Hold rating on Phillips 66 (NYSE:PSX) stock with an unchanged price target of $122. His cautious view mainly stems from recent shareholder disagreements and execution concerns over the company’s financial targets. On May 21, Phillips 66 held its annual meeting of shareholders, where it […]
On May 22, Goldman Sachs analyst Bonnie Herzog called Monster Beverage Corp. (NASDAQ:MNST) among the most appealing growth opportunities within the consumer staples sector. With that view, he reiterated a Buy rating with a price target of $67. The analyst estimates that the company will achieve an EPS of $1.86 for FY 2025, which indicates […]
On May 22, a Citizens JMP analyst initiated coverage of Core Scientific Inc. (NASDAQ:CORZ) with an Outperform rating and a price target of $15. The analyst based his optimistic outlook on Core Scientific’s existing infrastructure of low-cost and high-density mining facilities, which he believes could be leveraged to provide capacity for data centers. This will […]
On Thursday, May 22, JPMorgan analyst Matthew Boss kept an “Overweight” rating and raised the price target for Ralph Lauren Corporation (NYSE:RL) to $355 from $342. According to Boss, the company has not seen any slowdown globally through May. Ralph Lauren Corporation (NYSE:RL) has also reported no cancellations from wholesale partners so far. Despite this, […]
On Thursday, May 22, BofA Securities initiated coverage of Corporacion American Airports SA (NYSE:CAAP) and gave the stock a “Buy” rating with a price target of $24.70. The firm’s analyst highlighted various reasons for this positive stance. Key reasons include the company’s plans for expansion and potential for growth in travel markets that are poised […]
On Thursday, May 22, Mizuho Securities reaffirmed an “Outperform” rating on Arm Holdings plc (NASDAQ:ARM) with a price target of $160. The decision came after investor meetings with the company’s Vice President of Investor Relations, Jeff Kvaal. According to Mizuho analysts, Arm Holdings plc (NASDAQ:ARM) is expected to grow steadily. The analysts forecast the company […]
Modified adjusted gross income, or MAGI, is a crucial tax term to know if you want to qualify for valuable tax benefits.
JPMorgan Chase CEO Jamie Dimon recently told Bloomberg that the U.S. is still the best place to invest because it has the most prosperous economy on the planet. Nvidia is the market leader in data center GPUs -- chips that are the industry standard in accelerating complex workloads like artificial intelligence (AI). Amazon has a strong presence in e-commerce, digital advertising, and cloud computing, and has consistently topped Wall Street’s earnings estimates.
Goldman Sachs lowered the firm’s price target on TSMC (TSM) to NT$1,145 from NT$1,190 and keeps a Buy rating on the shares as part of a broader research note citing “heightened” appreciation of Taiwan currency vs. US Dollar. The firm maintains its constructive view on TSMC’s long-term growth outlook however, stating that the company’s solid technology leadership and execution positions it better to capture the industry’s long-term structural growth opportunities, the analyst tells investors in a
Goldman Sachs analyst Bruce Lu downgraded UMC (UMC) to Sell from Neutral with a price target of NT$40.50, down from NT$44.50 as part of a broader research note citing “heightened” appreciation of Taiwan currency vs. US Dollar. The currency mismatch, where UMC’s revenues are highly USD-denominated and the majority of its operating costs are based in TWD, will directly erode the company’s profitability, the analyst tells investors in a research note. The firm further cites the headwinds of intensi
Here’s what could be next for CoreWeave stock.
The company said it spent 13.5 billion yuan ($1.87 billion) over the past four years making its chipset, and the Xring O1 is the result of its efforts.
While institutional money managers have released their Q1 holdings, so has the heart and soul of the AI revolution, NVIDIA. See which six stocks NVIDIA owns.
Alphabet's stock has reached dirt-cheap levels. Investors need to look past the price they could have bought them for just a month ago, as those prices are long gone. Furthermore, investors shouldn't sit on the sidelines waiting for another drop, as it may not come for some time.
We recently published a list of Jim Cramer Talked About These 10 Stocks Recently. In this article, we are going to take a look at where Arm Holdings plc (NASDAQ:ARM) stands against other stocks that Jim Cramer discussed recently. On Tuesday, Jim Cramer, host of Mad Money, broke down the day’s market movements as he […]
Someone might want to check UnitedHealth’s (UNH) vitals. The U.S.’s largest health insurer is taking hits from all sides — its stock is sliding, the Department of Justice is circling, and an investigation just accused it of secretly paying nursing homes to keep patients from going to the hospital.
Qualcomm’s new CPUs will use Nvidia technology to enable fast, seamless communication with Nvidia GPUs, which are dominant in AI workloads.
Wall Street soared on trade truce last week. Investors brushed off disappointing consumer sentiment data and lingering inflation concerns to quite an extent.
We recently published a list of 10 AI Stocks on Wall Street’s Radar. In this article, we are going to take a look at where Intel Corporation (NASDAQ:INTC) stands against other AI stocks on Wall Street’s radar. Days after the Biden-era rule on AI chips export was rescinded, a bipartisan group of eight U.S. lawmakers […]
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