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It Isn’t Too Late to Buy AI Hardware Boom, Analyst Says. Just Look at HPE Stock.
Barrons.com14d agobullish
It Isn’t Too Late to Buy AI Hardware Boom, Analyst Says. Just Look at HPE Stock.

Hewlett Packard Enterprise has benefited greatly from the massive demand for the hardware needed to power artificial intelligence, and Morgan Stanley doesn’t think the demand will slow down soon. Morgan Stanley analyst Erik Woodring upgraded shares of HPE to Overweight from Equal-Weight on Monday while raising his price target to $71 from $69. The upgrade comes after HPE shares have soared 130% this year and 169% over the past 12 months.

Analyst Warns Alphabet (GOOG) Faces Two Major AI Problems; SpaceX (SPCX) a Better AI Bet?
Insider Monkey14d agoneutral
Analyst Warns Alphabet (GOOG) Faces Two Major AI Problems; SpaceX (SPCX) a Better AI Bet?

Alphabet (GOOG, GOOGL) shares made headlines recently after the company’s AI division saw a series of high-profile departures. Gene Munster, managing partner at Deepwater Asset Management, recently said on CNBC that the brain drain at Google should not be ignored, arguing that the departures of key AI researchers could have implications beyond the headlines. Munster […]