Actualités

MAR raises its 2026 outlook on stronger U.S. demand and fee growth, but Middle East weakness still clouds RevPAR, openings and execution.

Walmart (WMT) is less likely for an outperformance in the short term due to pharmacy-related headwin

Wells Fargo downgrades eBay stock ahead of its quarterly earnings scheduled for Aug. 5. Here’s why analyst Ken Gawrelski sees downside in EBAY shares.

Vertex Pharmaceuticals (VRTX) reported a solid Q2 and raised its outlook, highlighting the strength

The HBF standard is designed to make it easier for AI systems using processors from different vendors to work together through a common memory architecture.

Memory stocks are staging a violent reversal after their worst month in years, and a brand-new industry standard from rival chipmakers may have just changed the rules of the AI storage race.

Walmart downgraded, Palantir upgraded: Wall Street's top analyst calls

Investing.com -- Truist Securities downgraded Intuit to Hold from Buy on Monday and lowered its price target to $350 from $410, flagging a softening growth outlook and a lack of near-term catalysts for the stock.

Nike stock is downgraded to Underweight with J.P. Morgan estimating the company could face a $1 billion headwind in China.

Investing.com -- Oppenheimer on Tuesday downgraded Walmart shares to Perform from Outperform on Monday and removed its $140 price target, citing a less compelling near-term case for the stock ahead of the retailer’s August 20 earnings report.

Shares had fallen on reports China has begun producing domestic DUV chipmaking tools

The HBF standard is designed to make it easier for AI systems using processors from different vendors to work together through a common memory architecture.

In July 2026, Freeport-McMoRan reported second-quarter 2026 results showing higher net income and earnings per share year over year, alongside broadly steady sales, and updated guidance forecasting significantly higher copper and gold sales in the second half of 2026 and into 2027. The company also continued its share repurchase program, having bought back 55,374,242 shares for US$2.20 billion since late 2021, which reduces the share count and may enhance per-share metrics over time. Next,...

BNP Paribas moved directly from a negative rating to a positive rating as Boeing's production recovery strengthened.

Joby Aviation shares have been cut nearly in half over the past year, yet analysts are quietly upgrading their outlooks ahead of a catalyst window packed with international launches, defense contracts, and a pivotal earnings report that could reset the stock's trajectory.

An analyst upgrade and a key FAA certification gave investors fresh reasons to turn more optimistic on Boeing's turnaround.

Morgan Stanley downgraded stablecoin issuer Circle (NYSE: CRCL) to Underweight on Aug. 3 and cut its price target by nearly 64% to $38 from $106, delivering Wall Street's most bearish call on the stock just two days before the company reports second-quarter earnings. The investment bank cited ...

Given historical rebound patterns and attractive valuations, analyst Nick Giles said the recent selloff in HPC-linked mining stocks was overdone.

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

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

The bank’s valuation gives substantial weight to a signed Georgia lease and prospective Texas contracts, making further commercialization central to its target.

The bank maintained its Buy rating after TeraWulf secured a 20-year Anthropic lease covering 401 MW of critical IT load in Kentucky.

Investing.com -- Truist Securities upgraded Corning Incorporated to Buy from Hold, saying the stock’s roughly 45% pullback in July presents an attractive entry point, while lowering its 12-month price target to $175 from $205 to reflect higher discount rates and lower sector valuation multiples.

NXP Semiconductor NV (NASDAQ:NXPI) was downgraded by UBS as the investment bank warned that a potential automotive inventory correction in China and limited exposure to artificial intelligence data centres could constrain growth. Its rating was cut to 'neutral' from 'buy', with the price...

Accelerating for its fifth consecutive quarter alongside a growing contracted backlog, the cloud segment addressed key investor concerns regarding its elevated capital expenditures.

Amazon shares jumped 5% this morning, propelling the company to a $3.08 trillion market valuation. The gain comes on the heels of a 15% jump on Friday, when Amazon stock had its best day in years after investors liked what they saw in its latest report card.

Boeing is in the midst of an extended turnaround that has found a new believer on Wall Street. The stock is up about 2% Monday morning.

Investing.com -- UBS downgraded NXP Semiconductors to Neutral from Buy, arguing that while the analog semiconductor upcycle is gaining momentum, the company's growth outlook is becoming less compelling due to rising risks of a China automotive inventory correction and relatively limited exposure to AI infrastructure spending.

During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a close look at the latest data on institutional buying pressure and each company’s fundamental health, I decided to revise my Stock Grader recommendations for 196 big blue chips. Chances are that you have at least one of these stocks in your portfolio, so you may want to give this list a skim and act accordingly. This Week’s Ratings Changes: Up

Morgan Stanley downgraded CRCL stock to ‘Underweight’ from ‘Equal Weight’ and slashed its price target by 60%.