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Jefferies cites supply-chain checks that suggest the company may have dropped plans for a high-end all-glass iPhone and lowered expected average selling price growth.

Baird upgrades First Solar stock to Outperform. Here’s why analyst Ben Kallo recommends owning FSLR shares in the second half of 2026.

Alphabet shares may have seen a short-term dip, but the long-term outlook remains bright.

AppLovin Corp (NASDAQ:APP) shares fell 5% to $321 after Bank of America downgraded the stock to Neutral, citing greater uncertainty around the company’s ability to sustain its long-term 30% revenue growth trajectory. Bank of America said AppLovin’s second quarter results raised questions...

UBS sees Jabil’s AI revenue jumping 50% by fiscal 2027 as spending from Amazon, Meta and Google fuels demand for its data-center infrastructure.

Best Buy (BBY) is seeing improving sales momentum amid factors such as continued replacement demand

Investing.com -- UBS upgraded Jabil to Buy from Neutral, citing stronger AI-driven demand and a more diversified business mix. The bank kept its $430 price target, implying about 28% upside, while raising its fiscal 2027 and 2028 EPS estimates to $16.78 and $20.24 from $15.89 and $18.34, respectively.

Onsemi has spent several years working through weakness in its core automotive and industrial markets, and its latest quarter gave Wall Street a clearer look at where the next leg of growth could come from. The chipmaker reported second-quarter results on Aug. 3 that showed improving revenue, ...

The reversal shows that investors still question whether extraordinary server and networking growth can support HPE's elevated expectations.

The analyst assigns half of Riot’s valuation to prospective site conversions, including a possible 756 MW critical IT deployment at Corsicana.

ALH's raised 2026 outlook boosts confidence, but fading pricing benefits will put more pressure on volume growth and margins.

Boeing upgraded, Under Armour downgraded: Wall Street's top analyst calls

A single prospective tenant is negotiating for Riot’s entire Corsicana site. A definitive lease could exceed $1 billion in annual rent, but key commercial terms and credit support remain unresolved.

Analyst Edison Lee cut his price target to $263.66, suggesting roughly 16% downside from Apple's most recent close

Investing.com -- In a note on Tuesday, Bernstein lifted its forecasts for wafer fabrication equipment (WFE) spending, raising price targets across its semiconductor equipment coverage on growing conviction that the current upcycle "has legs."

Bernstein Raises Microsoft Price Target to $660, Pushes Back on AI Spending Fears

Sandisk's wide-ranging price target overshadows the fact that most analysts rate the stock as a buy.

Klarna Group (NYSE:KLAR) is providing the leasing and financing backbone for Apple's new Apple Upgrade program in the United States. The partnership integrates Klarna into one of Apple's core hardware ownership offerings, expanding Klarna's exposure to US Apple customers. The role places Klarna more directly in consumer electronics financing beyond its existing buy now, pay later services. This kind of tie up is only one way to gain exposure to stable consumer themes. It can be useful to...

Investing.com -- Morgan Stanley downgraded its view on cross-border e-commerce platform Global-e Online to Equal-weight from Overweight, saying the market now better reflects the company’s durable growth and competitive position. The bank nevertheless raised its price target to $44 from $37 as it rolled its valuation framework forward to 2028 and incorporated the impact of the Passport acquisition.

Yahoo Finance Tech Editor Dan Howley breaks down Jefferies' downgrade of Apple (AAPL) to 'underperform' following reports of a canceled all-glass iPhone, while evaluating potential price increases for upcoming models.

Cameco stock has delivered a very large 5 year return, yet the current checks suggest investors are now paying a premium. Both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples point in the same direction, which raises questions about how much optimism is already in the price. Cameco has returned roughly 7x over the past 5 years, which puts the recent valuation signals under closer scrutiny. Recent upgrades tied to a stronger uranium demand story and the planned...

Tim Cook recently acknowledged that consumers should expect to pay higher prices for Apple products in the near-future as the company can no longer absorb surging costs for memory and storage components. This situation, the CEO noted, has become unsustainable even though the company is doing its best to mitigate it. This pricing pressure has […]

Apple Inc (NASDAQ:AAPL, XETRA:APC) shares fell about 2% on Monday after Jefferies downgraded the stock to Underperform, citing challenges in Apple’s efforts to develop higher-priced iPhone models and lift average selling prices. Along with the rating downgrade, Jefferies lowered its price...

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

According to TheFly, HSBC noted that Trade Desk is staring at an increasingly competitive operating environment across the advertising technology supply chain in the middle of AI-accelerated structural shifts away from the open web.

Apple's All-Glass iPhone Plan Hits a Wall: Jefferies Downgrades Stock

Faster production could reshape competition across AI memory

Apple (NASDAQ:AAPL) shares are in the red today amid reports that rising memory costs could result in higher prices for the iPhone 18, while a Jefferies report indicated disappointing prospects for an all-glass iPhone. However, Gene Munster, managing partner at Deepwater Asset Management, said in a recent program on CNBC that he still feels good […]

The bank said the market underappreciates the gap between HPE's earnings power and its valuation

Yahoo Finance Markets and Data Editor Jared Blikre uses the AlphaSpace platform to take a closer look at some of Monday's trending stories: Apple (AAPL) getting a downgrade and Intel's (INTC) plan to raise $15 billion through stock offerings. Yahoo Finance's AlphaSpace is a premium investment platform that combines data, charting, news, analysis, and more to help retail investors understand markets.