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Is AMD a Buy? The Forecast and the 80% Bullish Analyst Wall
24/7 Wall St.58d agobullish
Is AMD a Buy? The Forecast and the 80% Bullish Analyst Wall

Our Advanced Micro Devices (NASDAQ:AMD) call sits on a strong analyst tailwind and a stretched multiple. After a 148.68% year-to-date rally, the question is whether the next leg pays you to chase. Our model says yes, modestly. Our 24/7 Wall St. Price Target Says BUY With Room to Run Metric Value Current Price $532.57 24/7 ... Is AMD a Buy? The Forecast and the 80% Bullish Analyst Wall

Why Uncle Sam’s Multi-Billion Dollar Quantum Influx Makes One of These Tech Giants an Unconditional Buy
24/7 Wall St.58d agobullish
Why Uncle Sam’s Multi-Billion Dollar Quantum Influx Makes One of These Tech Giants an Unconditional Buy

Washington is pouring real money into quantum, and the Q1 2026 reports from IonQ (NYSE:IONQ) and IBM (NYSE:IBM) show why that matters. IonQ posted $64.67 million in revenue, up 755% year over year. IBM delivered $15.92 billion, up 9.46%. Same tailwind, two completely different financial realities. Hypergrowth on Borrowed Time vs. Cash Machine on Cruise ... Why Uncle Sam’s Multi-Billion Dollar Quantum Influx Makes One of These Tech Giants an Unconditional Buy

Micron Smashed Even the Bulls: Evercore Says This AI Rally Has the ‘Earnings Power’ to Last
24/7 Wall St.58d agobullish
Micron Smashed Even the Bulls: Evercore Says This AI Rally Has the ‘Earnings Power’ to Last

Memory stocks rarely produce 84% gross margins. Commodity DRAM is the business school case study for cyclical pain, where pricing power goes to die. So when Micron Technology (NASDAQ:MU) posted non-GAAP gross margins of 84.9% for its fiscal third quarter, the number stopped being a memory number and became a question about what kind of ... Micron Smashed Even the Bulls: Evercore Says This AI Rally Has the ‘Earnings Power’ to Last

Investing.com58d agobullish
BTIG starts Robinhood at Buy, sees 20%-plus annual asset growth over next decade

Investing.com -- In a note to clients on Friday, BTIG initiated coverage of Robinhood Markets with a Buy rating and a $125 price target, arguing the retail brokerage and wealth management platform is poised to compound assets at more than 20% annually over the next decade through demographic tailwinds, product expansion and international growth.

How Affirm’s Backcountry Partnership Expands Its Outdoor Footprint And Diversification Narrative At AFRM
Simply Wall St.58d agobullish
How Affirm’s Backcountry Partnership Expands Its Outdoor Footprint And Diversification Narrative At AFRM

Backcountry announced in June 2026 that it had partnered with Affirm, adding Affirm’s pay‑over‑time option across Backcountry and its affiliated online brands, including Competitive Cyclist, MotoSport, Steep & Cheap, and Level Nine Sports. This agreement further extends Affirm’s presence into the outdoor recreation category, where high-ticket gear purchases can make transparent, installment-based payments especially relevant for both shoppers and merchants. Next, we’ll examine how adding...

Is MSTR Stock's 40% Bitcoin Discount A Generational Buy Or An Optical Illusion?
Trefis58d agobullish
Is MSTR Stock's 40% Bitcoin Discount A Generational Buy Or An Optical Illusion?

Strategy’s (MSTR) collapse to $85, marking a severe 76% slide over the past year, reflects a sharp narrative repricing. The market’s premier corporate Bitcoin proxy faced institutional derisking after management demonstrated a willingness to utilize core treasury assets for liquidity, shifting Wall Street perception from an untouchable cold-storage vault into an actively managed corporate balance sheet.

Micron Stock Rallies To New Heights But A Warning Signal Lurks
Investor's Business Daily58d agobullish
Micron Stock Rallies To New Heights But A Warning Signal Lurks

Micron Technology has asserted its top spot in the IBD 50 list of elite growth stocks with its blowout financial update, underscoring hot demand for its memory chips in the artificial intelligence boom. During Thursday's session, Micron stock gapped up nearly 20% to an all-time high 1,255, breaking its previous pattern. Micron's third-quarter report included a 1,215% jump in adjusted earnings and fourth-quarter projections that outstripped Wall Street's views.