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Citi keeps AstraZeneca on 'buy' ahead of second-quarter results
Proactive47d agobullish
Citi keeps AstraZeneca on 'buy' ahead of second-quarter results

AstraZeneca PLC (LSE:AZN, NASDAQ:AZN) has been kept on a 'buy' rating by Citi, which pointed to a run of late-stage drug trial results in the second half of the year as the key driver for the shares. The Wall Street bank was previewing second-quarter results from the Anglo-Swedish...

This Week In AI Chips - AI Surge Fuels MLCC Demand and Supply Challenges
Simply Wall St.47d agobullish
This Week In AI Chips - AI Surge Fuels MLCC Demand and Supply Challenges

Recent developments in the AI chip sector have led to a significant surge in demand for high-end multilayer ceramic capacitors (MLCCs), crucial components in AI server platform upgrades and custom ASIC development by cloud service providers. According to TrendForce, the book-to-bill ratios for leading Japanese and Korean MLCC suppliers have reached their highest levels since the pandemic, suggesting potential supply shortages. The AI-driven demand has caused a shift in production priorities...

Investing.com47d agobullish
Memory stocks rebound as analysts flag a buying opportunity

Investing.com -- Memory and storage stocks are climbing in premarket trading on Monday, with Micron up 2.2%, SanDisk gaining 3.6%, Western Digital rising 3.4% and Seagate adding 1.8%, as bullish analyst notes pointed to pricing upside and durable AI-driven demand.

Investing.com47d agobullish
Buy the pullback in chip stocks, JPM’s Matejka says

Investing.com -- JPMorgan strategist Mislav Matejka said the recent weakness in semiconductor stocks should be used as a buying opportunity, while flagging that broader market participation is set to widen in the second half of 2026 as stagflation fears unwind.

Here’s Why HP (HPE) is Among the 15 Best Data Center Stocks to Buy and Hold for the Next Decade
Insider Monkey47d agobullish
Here’s Why HP (HPE) is Among the 15 Best Data Center Stocks to Buy and Hold for the Next Decade

Hewlett Packard Enterprise Company (NYSE:HPE) is one of the 15 Best Data Center Stocks to Buy and Hold for the Next Decade. On July 1, 2026, ScanSource (SCSC) announced an expanded partnership with Hewlett Packard Enterprise Company (NYSE:HPE), including HPE Juniper Networking. The expanded HPE Networking portfolio is meant to help ScanSource connect networking and […]

Is Cloudflare (NET) the Best High Growth Cybersecurity Stock to Buy Now?
Insider Monkey47d agobullish
Is Cloudflare (NET) the Best High Growth Cybersecurity Stock to Buy Now?

Cloudflare, Inc. (NYSE:NET) is one of the 8 High Growth Cybersecurity Stocks to Buy Now. On July 1, 2026, Cloudflare, Inc. (NYSE:NET) announced new classifications, enhanced analytics, and commercial partnerships connecting site owners with transparent AI companies. The tools and integrations are meant to help site owners and AI companies manage discoverability, efficiency, and monetization […]

Datadog (DDOG): The Best High Growth Cybersecurity Stock to Buy Now
Insider Monkey47d agobullish
Datadog (DDOG): The Best High Growth Cybersecurity Stock to Buy Now

Datadog, Inc. (NASDAQ:DDOG) is one of the 8 High Growth Cybersecurity Stocks to Buy Now. On July 1, 2026, Datadog, Inc. (NASDAQ: DDOG) announced the acquisition of Adaptive ML. Adaptive ML will join Datadog AI Research, accelerating Datadog’s investment and research efforts around world models and agentic LLM post-training for observability. On July 2, Benchmark […]

Rosenblatt Reiterates Buy Rating on CoreWeave (CRWV)
Insider Monkey47d agobullish
Rosenblatt Reiterates Buy Rating on CoreWeave (CRWV)

CoreWeave, Inc. (NASDAQ:CRWV) is one of the 10 Best Pick and Shovel AI Stocks to Invest In. On July 2, 2026, Rosenblatt viewed the prior day’s selloff in CoreWeave, Inc. (NASDAQ:CRWV) shares as a buying opportunity after Bloomberg reported that Meta Platforms (META) is planning a cloud business to sell AI computing power. Rosenblatt said […]

Tech Drives Market Rally as Stock Futures Pop
Barrons.com47d agobullish
Tech Drives Market Rally as Stock Futures Pop

U.S. stock futures looked set to open in the green early Monday, with the technology sector driving the gains. Corporate news is set to dominate the headlines in a light week for economic data, with the exception of Wednesday’s release of the Federal Reserve's minutes from its June monetary-policy meeting. Dow Jones Industrial Average futures were up 45 points, or 0.1%.