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Big tech earnings validate AI investment boom, says UBS
Proactive102d agoneutral
Big tech earnings validate AI investment boom, says UBS

Strong first-quarter results from five of the so-called Magnificent 7 technology giants have reinforced the bull case for artificial intelligence investment, according to UBS, which is maintaining its attractive rating on US equities and a year-end S&P 500 target of 7,500. Analysts at UBS...

V2X Q1 Earnings Call Highlights
MarketBeat103d agoneutral
V2X Q1 Earnings Call Highlights

V2X (NYSE:VVX) executives highlighted double-digit growth, record bookings, and a higher full-year outlook during the company’s first-quarter 2026 earnings call, pointing to continued demand across its portfolio of mission support, aerospace, and training capabilities. First-quarter results show re

Analysts See 10% Upside for Alphabet Following Q1 Earnings
24/7 Wall St.103d agoneutral
Analysts See 10% Upside for Alphabet Following Q1 Earnings

Alphabet (NASDAQ: GOOGL) trades at $344.40, while Wall Street’s consensus price target sits at $377.29, implying the stock has roughly 9.5% upside. Alphabet owns Google Search, YouTube, Google Cloud, Waymo, and the Gemini AI platform. The stock remains a focal point as AI and cloud growth accelerate at scale, while management commits unprecedented capital to infrastructure ... Analysts See 10% Upside for Alphabet Following Q1 Earnings

Big Tech Earnings Show Split Between AI Trade Winners and Losers
Bloomberg104d agoneutral
Big Tech Earnings Show Split Between AI Trade Winners and Losers

(Bloomberg) -- The world’s biggest technology companies posted strong earnings last week, showing that the artificial intelligence boom is alive and well. But in the stock market, investors are getting more granular as they try to divvy up the winners and losers in the AI trade.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Tho