Actualités

Morgan Stanley recently downgraded Wix.com from “Overweight” to “Equal-weight,” citing concerns about the core website-building business and softer consolidated bookings and revenue growth expectations following organizational changes and partner slowdowns. This shift in analyst stance comes even as new offerings like Base44, Wix Harmony, and the expanded Wix Headless AI integrations signal ongoing product innovation aimed at broadening the platform’s role in online business building. We’ll...

AMD just added Microsoft to a customer roster that already includes OpenAI and Meta, and the stock is sitting 8% below its 52-week high with a Q2 guidance number that should make NVIDIA nervous.

Marvell collapsed 34% from its June peak while reporting accelerating AI bookings and raising its full-year outlook, a contradiction that points to either a rare buying opportunity or a value trap hiding behind hypergrowth expectations.

According to TheFly, Wells Fargo lowered the price target for Arm to $350 from $410 while maintaining an ‘Overweight’ rating on the stock.

A single analyst upgrade sent CoreWeave surging while cloud infrastructure peers like Cloudflare, Snowflake, and Oracle slid or stalled, raising a pointed question about whether this rally has legs or is running on borrowed momentum.

Investing.com -- Stifel upgraded DigitalOcean Holdings to Buy from Hold and raised its price target to $160 from $135, arguing that growing demand for AI infrastructure, higher GPU pricing and additional capacity expansion should drive stronger earnings and revenue growth over the next several years.

CoreWeave upgraded, IBM initiated: Wall Street's top analyst calls

3M just posted its fifth consecutive earnings beat and raised full-year guidance, but lingering litigation risks and a divided analyst camp raise a real question about whether the rally has legs or is running on borrowed time.

Investing.com -- Several clean energy companies received rating upgrades from analysts who pointed to improving growth prospects in domestic manufacturing, energy storage demand and hyperscale data center opportunities, despite ongoing policy and execution risks.

Tesla is bleeding year-to-date losses while Google shrugs off a 46% free cash flow collapse, yet both Magnificent Seven giants share the same bold 2027 price target gap. The catalysts that close it are anything but identical.

Moody's raised Argentina to B3 with a positive outlook, citing stronger fiscal and external fundamentals.

Earnings miss overshadows strong sales growthGE Vernova Inc. (NYSE:GEV) shares fell 2.

A top Morgan Stanley analyst just abandoned his bullish Salesforce stance, and the reason has less to do with Agentforce failing than with a timing problem that could keep the stock under pressure longer than investors expect.

Opendoor Technologies has delivered a gain of 55.6% over the past year but is still down about 68.7% over five years, and the current checks suggest the stock leans expensive rather than clearly mispriced. Over five years, Opendoor Technologies stock has fallen about 68.7%, which keeps longer term holders under pressure even after the recent recovery. Analyst enthusiasm around potential revenue growth and margin improvement can support the current valuation, but investor focus on whether...

Aflac increased its first-quarter dividend 5.2%, but investors need to watch more than the dividend with this unique insurance company.

Morgan Stanley downgraded Adobe to underweight from equal weight on Tuesday, July 21, slashing its price target to $240 from $365, according to Seeking Alpha. The move landed one day after CLSA initiated coverage of Adobe with an outperform rating and a $300 target, according to Investing.com. Two ...

Johnson & Johnson (JNJ) has declared a third quarter 2026 cash dividend of $1.34 per share, providing income focused investors with fresh information on the stock’s current payout profile and upcoming key dates. See our latest analysis for Johnson & Johnson. The latest dividend announcement comes shortly after Johnson & Johnson reported second quarter 2026 results, raised full year sales guidance to US$100.8b to US$101.4b, and secured FDA approval for its dual energy THERMOCOOL SMARTTOUCH SF...

The decision reflects assumptions the country’s default risk declined, given that macroeconomic stabilization advanced beyond the initial adjustment phase, the ratings company said.

GameStop raised its stake in eBay to nearly 10% (about 43.4 million shares) after eBay’s board rejected its roughly $55.5 billion takeover offer of $125 per share as “neither credible nor attractive.”

Advanced Micro is earning analyst optimism as AI catalysts, a stronger chip outlook, and major partnerships keep bullish sentiment intact.

Multiple downgrades have put Salesforce (CRM) under pressure, as Morgan Stanley and KeyBanc questioned whether its heavy AI and Agentforce investments are meaningfully lifting organic growth while legacy businesses continue to drag on performance. See our latest analysis for Salesforce. Those concerns are hitting a stock that has already been under pressure, with Salesforce’s share price down 31.48% year to date and its 1 year total shareholder return declining 33.18%, even after a recent...

Adobe shares sink as Morgan Stanley analyst downgrades them to "Underweight." Here’s why the investment firm recommends caution in playing ADBE stock at the current price.

Generative AI capabilities added to EricaAssist will allow customer service employees to handle client inquiries more quickly, the lender said.

Delta (DAL) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

UnitedHealth (UNH) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

Ambarella (AMBA) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Salesforce Hit by Morgan Stanley Downgrade Over Sluggish Growth Outlook

Apple is launching a device leasing program called 'Apple Upgrade' on July 28 in the U.S. to ‌boost sales, Bloomberg News reported on Tuesday, citing people with ‌knowledge of the matter. The new service arrives as Apple has raised prices on ​its iPads, MacBooks and other devices except the iPhone, no longer able to shield customers from surging memory and storage chip costs driven by the AI industry's data-center buildout. Apple Upgrade will support most iPhone, ‌Mac, iPad and Apple Watch ⁠models and the company is partnering with Klarna Group as the financial backer for the program, the report ⁠said.

Investing.com -- Jefferies cut Datadog to Hold from Buy on Tuesday, citing valuation concerns after the stock's sharp rally this year, even as the firm maintained its fundamental view of the company as an AI beneficiary.

Eaton (ETN) is back in focus after analysts highlighted rising earnings estimates alongside strong data center order momentum, as the company commits $1.5 billion to expand North American manufacturing and advances its home energy collaboration with FranklinWH. See our latest analysis for Eaton. The recent collaboration with FranklinWH, new leadership for Global Energy Infrastructure Solutions, and investment in additive manufacturing sit alongside a share price of $401.41, with a year to...