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Meta Platforms vs Snap: Who’s Really Winning Digital Ads?
24/7 Wall St.121d agoneutral
Meta Platforms vs Snap: Who’s Really Winning Digital Ads?

Meta Platforms (NASDAQ:META) and Snap (NYSE:SNAP) just delivered earnings that frame two opposite paths through the digital ad market. Meta posted a 33.08% revenue surge powered by AI-driven ad pricing. Snap finally swung to a $45.21 million quarterly profit by leaning on subscriptions and small advertisers. Same industry, very different business stories. One Sells Pricing ... Meta Platforms vs Snap: Who’s Really Winning Digital Ads?

Salesforce vs Oracle: There’s Only One Winner In the Cloud AI Push
24/7 Wall St.121d agoneutral
Salesforce vs Oracle: There’s Only One Winner In the Cloud AI Push

Salesforce (NYSE:CRM) and Oracle (NYSE:ORCL) just delivered earnings that frame the cloud pivot from opposite ends. Oracle is pouring capital into AI infrastructure to become a hyperscaler. Salesforce is layering AI agents onto the workflow software enterprises already run. Both are betting big. Only one is doing it with debt. IaaS Carries Oracle. Agentforce Carries ... Salesforce vs Oracle: There’s Only One Winner In the Cloud AI Push

Our Strongest Conviction Call: Eli Lilly Headed 21% Higher in 12 Months
24/7 Wall St.121d agoneutral
Our Strongest Conviction Call: Eli Lilly Headed 21% Higher in 12 Months

Eli Lilly (NYSE:LLY) just delivered one of the strongest first quarters in big pharma history, but shares have pulled back sharply from their February peak. That gap between operating performance and stock price is where our model sees opportunity. Our 24/7 Wall St. price target for Eli Lilly is $1,133.12 over the next 12 months, ... Our Strongest Conviction Call: Eli Lilly Headed 21% Higher in 12 Months

Can Nancy Pelosi’s Favorite AI Stock Hope to Regain Its Momentum?
24/7 Wall St.121d agoneutral
Can Nancy Pelosi’s Favorite AI Stock Hope to Regain Its Momentum?

Investors are watching Tempus AI (NASDAQ:TEM) ahead of first-quarter results due after the close tomorrow. The stock burst into investor consciousness in January 2025 after Nancy Pelosi disclosed a position, ran past $100, and has since shed nearly half its value. From Pelosi Halo to Show-Me Story Pelosi’s market-beating track record has turned her trades ... Can Nancy Pelosi’s Favorite AI Stock Hope to Regain Its Momentum?

Does Lumentum’s 1,444% Surge Come to an End Tomorrow?
24/7 Wall St.121d agobullish
Does Lumentum’s 1,444% Surge Come to an End Tomorrow?

Investors are watching Lumentum (NASDAQ: LITE) ahead of fiscal third-quarter results tomorrow after the close. Shares are up 1,444.1% over the past year and 157.72% year-to-date. The bar could not be higher. From GPUs to Glass: The AI Infrastructure Shift The AI trade has migrated from GPUs to the data center infrastructure layer, and optical ... Does Lumentum’s 1,444% Surge Come to an End Tomorrow?

Spirit Airlines Shuts Down After Final Flight Landed on Saturday
24/7 Wall St.121d agoneutral
Spirit Airlines Shuts Down After Final Flight Landed on Saturday

Spirit Airlines is done. The ultra-budget carrier’s final flight, NK1833 from Detroit to Dallas, landed after midnight on Saturday, closing out a brand that defined the floor of U.S. airfare for nearly two decades. The company is winding down operations, and roughly 17,000 direct and indirect employees have lost their jobs in recent weeks. The ... Spirit Airlines Shuts Down After Final Flight Landed on Saturday

Marvell Stock: A 16% Yield Trade With A 46% Margin of Safety
Trefis121d agoneutral
Marvell Stock: A 16% Yield Trade With A 46% Margin of Safety

Marvell (MRVL) has been one of the quieter names in semiconductors through the AI boom, until recently. A $2 billion strategic investment from Nvidia, advanced chip co-development talks with Alphabet, and multiple confirmed cloud-provider design wins have sent the stock up 50% in the last month alone. See why Marvell stock moved.

Cerebras Systems seeks up to $26.6B valuation in US IPO
Proactive121d 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.121d 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.121d 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.121d 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.121d 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.121d 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.121d 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.121d 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