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Cerebras Systems seeks up to $26.6B valuation in US IPO
Proactive120d agoneutral
Cerebras Systems seeks up to $26.6B valuation in US IPO

Cerebras Systems is targeting a valuation of as much as $26.62 billion in its planned U.S. initial public offering, according to its prospectus filings. The semiconductor company, which is positioning itself as a rival to Nvidia in AI hardware, is looking to sell 28 million shares of its...

Did Anthropic Suck the Air From Palantir’s Commercial Contract Tailwinds?
24/7 Wall St.120d agoneutral
Did Anthropic Suck the Air From Palantir’s Commercial Contract Tailwinds?

Palantir Technologies (NASDAQ: PLTR) reports Q1 2026 results after the close today. Management guided at least 115% U.S. commercial growth for the year just as Anthropic’s enterprise AI push reshaped software buying. I’ll be watching whether commercial momentum held. Commercial Acceleration Meets a New Competitor Last quarter Palantir delivered $1.41B in revenue, up 70% YoY, ... Did Anthropic Suck the Air From Palantir’s Commercial Contract Tailwinds?

24/7 Wall St.120d agoneutral
AMD Sinks 6% Despite a Holding Pattern in Intel and NVIDIA: The Selective AI Chip Trade Is Here

Shares of Advanced Micro Devices (NASDAQ:AMD) are sinking 6% in midday trading Monday, changing hands near $340 after closing Friday at $360.54. The selloff stands out because AMD’s peers are barely moving. Intel (NASDAQ:INTC) stock is down 2% and NVIDIA (NASDAQ:NVDA) stock is off just 1%. After months of correlated moves higher, the artificial intelligence ... AMD Sinks 6% Despite a Holding Pattern in Intel and NVIDIA: The Selective AI Chip Trade Is Here

Wall Street Sees 21% Upside for Rivian Despite R2 Pricing Disappointment
24/7 Wall St.120d agoneutral
Wall Street Sees 21% Upside for Rivian Despite R2 Pricing Disappointment

Rivian (NASDAQ:RIVN) currently trades around $15, while Wall Street’s average price target sits at $18.16. That means analysts see roughly 21% upside for the stock today. Rivian designs and builds premium electric trucks, SUVs, and commercial vans, and is now betting its future on the R2 platform, a next-generation, lower-cost SUV designed for the mass market. ... Wall Street Sees 21% Upside for Rivian Despite R2 Pricing Disappointment

Despite Soaring 46%, ConocoPhillips Is a Hold as Price Target Trails
24/7 Wall St.120d agobullish
Despite Soaring 46%, ConocoPhillips Is a Hold as Price Target Trails

Our ConocoPhillips (NYSE:COP) call comes on the heels of a mixed Q1 2026 earnings report, where adjusted earnings beat but revenue missed amid softer realized prices. Below is the verdict, the math, and the scenarios that could move it. The 24/7 Wall St. Price Target for ConocoPhillips Our 24/7 Wall St. price target for ConocoPhillips ... Despite Soaring 46%, ConocoPhillips Is a Hold as Price Target Trails

Coinbase Has 26% Upside to Price Targets After 57% Selloff
24/7 Wall St.120d agobearish
Coinbase Has 26% Upside to Price Targets After 57% Selloff

Coinbase (NASDAQ:COIN) stock currently trades around $191, while Wall Street’s average price target sits at $241. That implies an upside of roughly 26% from the current stock price to where analysts think the stock should be trading. Coinbase runs the largest crypto exchange in the United States, generating revenue from retail and institutional transaction fees, USDC stablecoin economics, ... Coinbase Has 26% Upside to Price Targets After 57% Selloff

Alphabet Eyes 20% Upside as Cloud Backlog Surges
24/7 Wall St.120d agobullish
Alphabet Eyes 20% Upside as Cloud Backlog Surges

Alphabet (NASDAQ:GOOG) just delivered a standout Q1, and our model points to additional upside. After a 9.97% single-day jump on the Q1 print, GOOG now trades at $381.94. Our 24/7 Wall St. price target for Alphabet is $460, implying 20.44% upside over the next 12 months. Our recommendation is buy, with a 90% confidence level. ... Alphabet Eyes 20% Upside as Cloud Backlog Surges

Strong Q1 Earnings Lift Altria Stock but Limited Upside Ahead
24/7 Wall St.120d agoneutral
Strong Q1 Earnings Lift Altria Stock but Limited Upside Ahead

Altria (NYSE:MO) has staged one of the most surprising rebounds in the consumer defensive sector. After bottoming near $58.19 in November 2025, the stock has ripped back to $72.65, posting a 28.09% year-to-date gain. After a strong Q1 2026 print and reaffirmed guidance, the question is whether the run has more room. Our 24/7 Wall ... Strong Q1 Earnings Lift Altria Stock but Limited Upside Ahead

Nvidia Rises With Rival Chip Maker Report Due; Is Nvidia A Buy Now?
Investor's Business Daily120d agobullish
Nvidia Rises With Rival Chip Maker Report Due; Is Nvidia A Buy Now?

Nvidia hovered near a buy point after a 5% slide amid big tech earnings last week as a rival chip maker heads into earnings Tuesday. Shares of Nvidia recently rose for 11 consecutive sessions, the longest winning streak since the chip designer made its January 1999 trading debut, according to Dow Jones Markets Data. On Wednesday, Alphabet outlined capital spending plans that indicated demand for artificial intelligence hardware remains strong.

“If a 2% Market Move Makes You Question Your Retirement Plan, You Don’t Have One”
24/7 Wall St.120d agoneutral
“If a 2% Market Move Makes You Question Your Retirement Plan, You Don’t Have One”

The host of Retire SMART Podcast Episode 405 offered a line that should sit on every pre-retiree’s refrigerator: “If the market moving 2% up or down in a single day makes you think you don’t have a good retirement plan, you don’t. I mean, that’s that simple.” The episode, titled Market Reactions Amidst Iran Conflict, ... “If a 2% Market Move Makes You Question Your Retirement Plan, You Don’t Have One”

Mastercard Is One Of Our Top Picks After Q1 Beat
24/7 Wall St.120d agobullish
Mastercard Is One Of Our Top Picks After Q1 Beat

Our Mastercard (NYSE:MA) thesis is straightforward: the stock has corrected meaningfully in 2026, but the underlying business is accelerating. The 24/7 Wall St. price target for Mastercard is $619.51, implying 23.18% upside from the current price of $502.92. Our recommendation is buy at 90% confidence, the high end of our scale. The analyst who called ... Mastercard Is One Of Our Top Picks After Q1 Beat

Buy These 3 Clinical-Stage Biotechs Under $30 With Solid Cash Runways
24/7 Wall St.120d agobullish
Buy These 3 Clinical-Stage Biotechs Under $30 With Solid Cash Runways

Clinical-stage biotech is one of the few corners of the market where a sub-$30 share price genuinely matters: small-cap oncology names can re-rate violently around a single Phase 3 readout or FDA decision, and 2026 is stacked with catalysts. For retail investors scanning headlines, the question is rarely about valuation multiples (most of these companies ... Buy These 3 Clinical-Stage Biotechs Under $30 With Solid Cash Runways

HSBC Downgrades AMD to Hold After 77% Rally: Is the AI Chip Trade Out of Steam?
24/7 Wall St.120d agoneutral
HSBC Downgrades AMD to Hold After 77% Rally: Is the AI Chip Trade Out of Steam?

Advanced Micro Devices (NASDAQ:AMD) stock received an analyst downgrade from HSBC on Monday, May 4, with the firm cutting its rating to Hold from Buy while nudging the price target to $340 from $335. The call lands one day before AMD reports its Q1 2026 earnings on May 5, and after a blistering 77% rally ... HSBC Downgrades AMD to Hold After 77% Rally: Is the AI Chip Trade Out of Steam?

Chipotle Stock Is Just Getting Started As Sales Rebound In Q1
24/7 Wall St.120d agoneutral
Chipotle Stock Is Just Getting Started As Sales Rebound In Q1

After a brutal year for shareholders, Chipotle Mexican Grill (NYSE:CMG) just delivered its first quarter of positive transaction growth in over a year. With the stock down 34.46% over the past 12 months and trading near multi-year lows, I think the setup looks compelling. Our 24/7 Wall St. price target for Chipotle is $43.34, implying ... Chipotle Stock Is Just Getting Started As Sales Rebound In Q1

The structural problem no oil price recovery can fix for PRT investors
24/7 Wall St.120d agoneutral
The structural problem no oil price recovery can fix for PRT investors

The headline thesis sounds airtight: West Texas Intermediate crude pushed back toward $100 a barrel in late April, even briefly touching almost $115 on April 7. A Permian Basin royalty vehicle should be minting money. Instead, units of PermRock Royalty Trust (NYSE:PRT) closed at almost $3, down about 13% in the past month and 21% ... The structural problem no oil price recovery can fix for PRT investors

Nvidia’s Stock Plunged 90% Twice Before Becoming Most Valuable Company
24/7 Wall St.120d agobearish
Nvidia’s Stock Plunged 90% Twice Before Becoming Most Valuable Company

On a recent Motley Fool Money segment titled Nvidia’s Next Big Market, the host described Jensen Huang’s first 15 years running a public company in vivid terms: “If you look at the first 15 years, even as a publicly traded company, it looks like an electrocardiogram of somebody having a heart attack. The stock went down ... Nvidia’s Stock Plunged 90% Twice Before Becoming Most Valuable Company

Wedbush Upgrades The Trade Desk From Underperform: Is the Worst Behind the Ad Tech Leader?
24/7 Wall St.120d agoneutral
Wedbush Upgrades The Trade Desk From Underperform: Is the Worst Behind the Ad Tech Leader?

Wedbush upgraded Trade Desk (NASDAQ:TTD) to Neutral from Underperform on Monday with a $23 price target, marking bear case capitulation rather than fresh bullish conviction. The firm argues that heightened competitive pressure should be largely offset by World Cup advertising spending this summer and likely upside on political ad budgets in the back half of ... Wedbush Upgrades The Trade Desk From Underperform: Is the Worst Behind the Ad Tech Leader?

Caterpillar Surges 190%—Analysts Say Hold for Now
24/7 Wall St.120d agobullish
Caterpillar Surges 190%—Analysts Say Hold for Now

The industrial giant has gone on a tear. Caterpillar (NYSE:CAT) sits at $890.11 after a blowout Q1 2026 earnings report, up 25.88% in the past month and 190.94% over the past year. Our 24/7 Wall St. price target for Caterpillar is $874.20 over the next 12 months, implying -1.79% downside. Our recommendation is hold, with ... Caterpillar Surges 190%—Analysts Say Hold for Now

“The Nuclear Weapons of Cybersecurity”: Why Treasury Just Warned Banks About AI’s New Power
24/7 Wall St.120d agoneutral
“The Nuclear Weapons of Cybersecurity”: Why Treasury Just Warned Banks About AI’s New Power

It is unusual for the Treasury Secretary to call the heads of the largest Wall Street banks into a room to discuss a software system. It is even more unusual when the Federal Reserve Chair joins him. Treasury Secretary Scott Bessent and Fed Chair Jerome Powell recently gathered the CEOs of major Wall Street banks ... “The Nuclear Weapons of Cybersecurity”: Why Treasury Just Warned Banks About AI’s New Power

Amazon Eyes $320 as AWS Growth Fuels Bullish Outlook
24/7 Wall St.120d agoneutral
Amazon Eyes $320 as AWS Growth Fuels Bullish Outlook

Amazon delivered a clean earnings report, and our model leans into the strength. Amazon (NASDAQ:AMZN) trades at $265.06 after rising 27.27% over the past month, but our proprietary work suggests the rally has room. Our 24/7 Wall St. price target is $320.08 over the next 12 months, implying 20.76% upside. The recommendation is buy with ... Amazon Eyes $320 as AWS Growth Fuels Bullish Outlook

Apple Hits Near-Record High, While Chip Stocks Face Pullback Risk After Massive Rally
24/7 Wall St.120d agobullish
Apple Hits Near-Record High, While Chip Stocks Face Pullback Risk After Massive Rally

The CNBC Halftime Report panel spent its May 1, 2026, show wrestling with two big questions that tech investors are asking: Is Apple’s current valuation sustainable? Have chip stocks run too far, too fast? Apple: A 34x Forward Multiple Versus a 23x Decade Average Apple (NASDAQ:AAPL) closed the session within 1% of a new record ... Apple Hits Near-Record High, While Chip Stocks Face Pullback Risk After Massive Rally

Etsy, Amazon, eBay, and Shopify in April: Why E-Commerce Stocks Diverged So Dramatically
24/7 Wall St.120d agoneutral
Etsy, Amazon, eBay, and Shopify in April: Why E-Commerce Stocks Diverged So Dramatically

April 2026 produced a striking four-way split across U.S. e-commerce stocks despite a shared consumer backdrop. Etsy (NASDAQ:ETSY) led the group with a 29% gain, narrowly edging out Amazon (NASDAQ:AMZN) at 27%. eBay (NASDAQ:EBAY) climbed 14%, while Shopify (NASDAQ:SHOP) barely budged at 2%. The same macro inputs produced wildly different outcomes, which tells investors something ... Etsy, Amazon, eBay, and Shopify in April: Why E-Commerce Stocks Diverged So Dramatically

The Unusual BDC Thriving While Private Credit Fears Spread Across the Sector
24/7 Wall St.120d agoneutral
The Unusual BDC Thriving While Private Credit Fears Spread Across the Sector

SLR Investment (NASDAQ:SLRC) sits in an unusual spot for a business development company in 2026. Shares trade at almost $16, up about 15% over the past year and 11% over the past month, while the broader BDC tape has been beaten down over private credit fears. The pitch for income investors is straightforward: a 10.4% ... The Unusual BDC Thriving While Private Credit Fears Spread Across the Sector