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Deutsche Bank upgrades First Solar to Buy from Hold, arguing the stock is trading at a “significant discount.”

Palantir Technologies (PLTR) is back in focus after a high profile upgrade from DA Davidson coincided with an expanded Nvidia partnership aimed at delivering secure, customizable AI models to U.S. agencies and critical infrastructure clients. See our latest analysis for Palantir Technologies. The recent upgrade and Nvidia partnership arrive as Palantir Technologies stock rebounds from a sharp pullback, with a 7 day share price return of 14.55% but a year to date share price decline of 21.04%,...

Shares of TeraWulf (NASDAQ:WULF) are down 8% to $20.41 in Tuesday’s midday session, reversing yesterday’s rally on the Anthropic mega-deal. The drop lands in a broad AI-infrastructure pullback, with the NASDAQ 100 down 1.5% intraday. The move gives back most of the July 6 pop but leaves TeraWulf stock still up 78% year to date ... TeraWulf Drops 8% Even as Analysts Raise Price Targets on $19B Anthropic Deal, IREN Falls 7%, Applied Digital Slides 6%

Tesla's (TSLA) higher price target includes a premium from a potential all-stock acquisition scenari

FEATURE Banks involved in an initial public offering typically wait a few weeks to publish research, leaving investors to wonder what analysts will say about a newly listed stock. The wait is over for SpaceX Shares have picked up a bevy of new ratings following the company’s IPO in June.

Morgan Stanley initiated coverage of SpaceX (SPCX) on Tuesday with an Overweight rating and a $300 price target.

Nasdaq (NDAQ) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Erste Group cut Broadcom to Hold, citing valuation despite expected $29.4 billion quarterly revenue and AI strength.

KBW analyst Stephen Glagola says the 401 MW Anthropic lease at Hawesville produces roughly $19 billion in contracted revenue, with duration driving economics above expectations, but financing hinges on an…

The deal follows TeraWulf's acquisition of Century's former Kentucky smelter, which is being redeveloped into a large-scale AI data-center campus.

Goldman Sachs set a $205 price target on SpaceX stock while Morgan Stanley set a $300 target, a gap that implies a roughly $1 trillion difference in valuation

Micron Technology Inc. (NASDAQ:MU) is one of the top 10 AI stocks that will skyrocket. On June 29, Phillip Securities substantially increased its target price for the stock from $530 to $1,870, which now yields more than 62% upside. The firm reiterated its Buy rating following the company’s earnings release. For the coming quarters, Phillip […]

In late June 2026, Okta, Inc. was removed from several Russell growth benchmarks, including the Russell 1000 Growth and Russell Midcap Growth indices. At the same time, an analyst upgrade highlighting Okta’s potential role in artificial intelligence–driven cybersecurity appears to have reshaped investor attention on the company’s growth opportunities. Against this backdrop, we’ll examine how growing enthusiasm for Okta’s AI-related cybersecurity potential is influencing the company’s...

IREN rallies as bullish analyst backs $58 price target

RBC increases target to $500RBC Capital has raised its price target for Tesla (NASDAQ:TSLA) to $500 from $475, reflecting both a revised standalone valuation and an additional premium linked to a potential merger with SpaceX (NASDAQ:SPCX). Analyst Tom Narayan said the updated target incorporates “a 25-30% premium to current trading levels (and a 15% premium to the stock’s intrinsic value) owing to a potential SpaceX acquisition scenario based on unconfirmed media reports.

UNFI, ROK and W stand out as broker rating upgrades and upbeat earnings expectations signal growth potential amid uneven market gains.

Scotiabank turns bullish on CloudflareCloudflare Inc. (NYSE:NET) shares gained 3% on Tuesday after Scotiabank upgraded the stock to Sector Outperform from Sector Perform, citing growing confidence in the company’s long-term position within AI infrastructure.

Wall Street analysts prefer SpaceX. to Tesla among Elon Musk’s publicly traded companies. Morgan Stanley, Goldman Sachs, BofA, RBC, Wells Fargo, Bernstein, UBS, were among the firms launching coverage, and only one rates the stock a Hold—the rest are Buy. The average analyst price target for Tesla stock is about $404, according to FactSet.

Goldman Sachs turns bullish on SpaceX with fresh Buy rating

RBC Capital Markets lowered its price target on Restaurant Brands International (QSR.TO, QSR) to $85

S&P Global's upgrade of Taiwan Semiconductor Manufacturing (NYSE:TSM) to an AA- long term issuer credit rating has put fresh attention on the stock, highlighting the company’s balance sheet strength and cash generation. See our latest analysis for Taiwan Semiconductor Manufacturing. The S&P Global upgrade comes after a strong run for Taiwan Semiconductor Manufacturing, with a 30.83% 90 day share price return and a 98.83% 1 year total shareholder return, which points to building momentum as...

In late June 2026, Chevron Corporation was removed from the Russell 1000 Dynamic Index even as analysts highlighted strengthening fundamentals and project execution. At the same time, research houses pointed to Chevron’s expanding role in Guyana and long-term gas-fired power deals as reshaping its cash-flow profile. Now we’ll examine how Wolfe Research’s upgrade, centered on the Guyana Uaru development, may influence Chevron’s existing investment narrative. The best AI stocks today may...

Datadog stock sinks as Bernstein downgrades it to Market Perform. Here’s why analyst Peter Wood turned dovish on DDOG shares.

The brokerage reaffirmed its bullish stance on both semiconductor names, while retail traders and Wall Street analysts remain largely optimistic.

Chevron stock inched up on Friday as Wolfe Research upgraded it to "Outperform." Here’s why the firm’s analyst turned bullish on CVX shares.

Lumentum Holdings Inc. (NASDAQ:LITE) is one of the 7 Underperforming Data Center Stocks to Buy According to Short Sellers. On June 12, Saiyi He of CMB International Securities started coverage of Lumentum Holdings Inc. (NASDAQ:LITE) with a Buy rating. The analyst set a price target of $1070 for the stock. The firm’s assigned price target […]

Palantir gets powerful Buy upgrade as AI growth story regains momentum

SanDisk Stock Soars as Goldman Bets on Strong Quarter Ahead

Goldman Ignites AMD Rally With Powerful New Wall Street Call

DA Davidson has upgraded Palantir, citing its growing advantage in helping enterprises manage an increasingly complex AI ecosystem.