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Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.

24,258 signal articles · 45 in last 24h · 115,255 total before filter · latest 1h ago
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Investing.com44d agobullish
Apple Intelligence is not driving iPhone upgrade activity: UBS

Investing.com -- Apple Intelligence features are failing to accelerate iPhone upgrade activity, according to a UBS survey of more than 7,500 smartphone users across five countries, which found declining enthusiasm for AI as a purchasing trigger even as overall purchase intent held up in key Western markets.

Investing.com44d agobullish
Rivian stock jumps 5% on raised delivery outlook

Investing.com -- Rivian Automotive (NASDAQ:RIVN) shares rose 5% Thursday following the company’s release of second quarter 2026 production and delivery figures and an upward revision to its full-year delivery guidance.

Bernstein’s SanDisk forecast reboot sparks massive target upgrade
TheStreet46d agobullish
Bernstein’s SanDisk forecast reboot sparks massive target upgrade

Bernstein analyst Mark Newman raised his price target on SanDisk (SNDK) to $3,000 from $1,700 this week, while keeping an Outperform rating on the shares. Newman is a 5-star analyst on TipRanks, ranking 91st out of more than 12,300 Wall Street analysts with an 80% success rate on his calls. That ...

Investing.com46d agobullish
BlackRock turns cautious on emerging markets, upgrades euro bonds

Investing.com -- BlackRock Inc. has downgraded its view on emerging-market equities to neutral from overweight for the next six to 12 months, citing concentration risks in artificial intelligence-linked companies, according to its 2026 mid-year global investment outlook released by the BlackRock Investment Institute.

Investing.com51d agobullish
Morgan Stanley upgrades Qualcomm after $5B data center forecast

Investing.com -- Morgan Stanley upgraded Qualcomm to Equal-weight from Underweight and increased its price target to $231 from $146 in a note to clients on Thursday after the chipmaker's investor day revealed a $5 billion data center revenue forecast for fiscal 2027 that the bank said "clearly pushes them into the AI beneficiaries category."

Investing.com53d agobullish
Morgan Stanley upgrades CDW on stronger AI-driven server demand

Investing.com -- Morgan Stanley upgraded CDW Corporation to Overweight and raised price targets across several IT hardware names, arguing that enterprise server demand is proving far more resilient than expected as companies accelerate investments in AI infrastructure and data center modernization.

Bloomberg60d agobullish
Apple Plans Camera AirPods Alongside Upgraded Foldable iPhone in 2027

(Bloomberg) -- Apple Inc.’s upcoming camera-equipped AirPods, a product meant to vault the company into the AI device market, is scheduled to launch in late 2027 as part of a flurry of new releases.Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USNetanyahu Pays a Political Price for Trump’s Iran DealStudios in Microsoft’s Xbox Division Brace for ClosuresSpaceX Cements $60 Billion Cursor Takeover Following IPOSpaceX Set to Overtake Amazon in Value as It Soars fo

Investing.com61d agobullish
Paychex upgraded to Buy by Citi on growth rebound, AI tailwinds

Investing.com -- Paychex received an upgrade from Citi, which raised its rating on the human capital management company to Buy from Neutral and increased its price target to $140 from $99, citing improving growth trends, benefits from the Paycor acquisition, and emerging AI-driven opportunities.

Investing.com61d agobullish
These 2 space stocks were upgraded at KeyBanc today

Investing.com -- KeyBanc Capital Markets upgraded two space stocks to Overweight from Sector Weight in a note on Monday, arguing that recent sector-wide volatility tied to SpaceX's record-setting IPO has created compelling entry points across commercial space names.

Cramer Calls Intel the “Number One Name” and “More Important Than NVIDIA.” The Stock Soars Today After a Massive Double Upgrade.
24/7 Wall St.64d agobullish
Cramer Calls Intel the “Number One Name” and “More Important Than NVIDIA.” The Stock Soars Today After a Massive Double Upgrade.

CNBC’s Jim Cramer used his June 11, 2026, “Mad Dash” segment on Squawk on the Street to deliver one of his most aggressive calls of the year, ranking Intel (NASDAQ:INTC) ahead of every other chip stock in his coverage universe. The catalyst was a dramatic analyst action that Cramer described as “a company which had ... Cramer Calls Intel the “Number One Name” and “More Important Than NVIDIA.” The Stock Soars Today After a Massive Double Upgrade.

Investing.com65d agobullish
S&P Global Ratings upgrades Nvidia to AA on explosive AI demand

Investing.com -- S&P Global Ratings raised its long-term issuer credit rating on NVIDIA Corporation (NASDAQ:NVDA) to "AA" from "AA-," citing insatiable market demand for artificial intelligence systems. The upgrade reflects the chipmaker’s sustainable competitive advantage and massive cash flow generation within the rapidly expanding data center ecosystem. The ratings agency now forecasts Nvidia’s revenue to surge 82% in fiscal 2027 to $394 billion, followed by a 38% increase to $544 billion the