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Markets

Stifel Raises Price Target for Cadence Design (CDNS) Following Intel Foundry Partnership

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TD Cowen and Cantor Fitzgerald Increase Fortinet (FTNT) Price Targets on Strong Security and AI Growth Outlook

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Bernstein Upgrades American Tower (AMT) on Long-Term 5G and Data Center Demand

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Qualcomm (QCOM) Expands Into AI Infrastructure Through SLB Collaboration and ByteDance Chip Agreement

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T-Mobile (TMUS) Launches AI-Powered Dynamic CX Network Optimization and Expands Global Innovation Hub

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Cisco (CSCO) Unveils Cloud Control Platform and Advances Private 5G Connectivity Solutions

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Comcast (CMCSA) Invests in UK Resort Expansion While Strengthening Broadband and Wireless Strategy

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AT&T (T) Simplifies Fiber Plans as Competition in Broadband and 5G Intensifies

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Verizon (VZ) Expands Network Capacity and Strengthens Cybersecurity Through Anthropic Partnership

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Triple Flag to acquire Ravenswood gold stream for $440m

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Jim Cramer Discusses the Sell-Off in Apple Stock Before SpaceX IPO

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Jim Cramer Believes “BlackBerry Actually Is Good”

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Jim Cramer Recommends Corning Over Applied Optoelectronics

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Jim Cramer Recommends EQT and Devon Over Transocean

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Jim Cramer on Backblaze: “Solid Company, Just Not the Right Time”

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Jim Cramer on JPMorgan: “If You Bought It, It’s Not Going to Be Bad”

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Jim Cramer on DraftKings: “This Thing Finally Has Momentum”

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Jim Cramer on UnitedHealth: “Buy It”

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Jim Cramer on TJX: “It’s an Ideal Place to Shop for Value”

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Jim Cramer on Simon Property Group: “Terrific Record, Buy It”

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Fed Chair Kevin Warsh and the FOMC Will Likely Take the First Step Toward Dropping the Hammer on Trumpflation This Week

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Stocks gain, oil slides as Trump says Iran deal signed

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Dollar falls to 10-day low on US-Iran war deal

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Jim Cramer on Monster Beverage: “Buy It Into the Tsunami, It’ll Work”

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Jim Cramer on Coca-Cola: “This Is a Quintessential Defensive Stock”

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Jim Cramer Calls KLA Corporation “Too Risky”

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Jim Cramer Calls Kimco Realty “Very Defensive”

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Jim Cramer Discusses Johnson Controls As Some Data Center Peers Slump

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Jim Cramer on Humana: “This Is a Textbook Safety Stock”

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Jim Cramer on W.W. Grainger: “I Couldn’t Figure That One Out”

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Jim Cramer on Fortive: “It’s Nothing Special, Frankly”

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The S&P 500's Missing Giant: What Happens If The 6th-Largest Stock Stays Out A Full Year?

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Ondas: Defense Moat Vs. 324% Share Dilution

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Uber: The Delivery Hero Transaction Enhances A Powerful Growth Story

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Musk says SpaceX could bring $1 trillion in revenue by 2030

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Stifel Lowers Donaldson (DCI) Target as Company Tightens Organic Growth Guidance

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BMO Capital Cuts Sherwin-Williams (SHW) Price Target on Challenging Macro Outlook

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India's Electronics Mart eyes new markets as tech hubs fear job losses

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Is CVS Health (CVS) One of Billionaire Larry Robbins’ 10 Dividend Stock Picks?

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Global Payments (GPN) – Among Billionaire Larry Robbins’ 10 Dividend Stock Picks

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Citi Calls AMD a Rising Force in the GPU Market, Upgrades Shares to Buy

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Meta Completes Operational Split from Manus amid Unwinding of $2 Billion Deal, Bloomberg Reports

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Applied Materials (AMAT) Gets Higher Price Targets from Barclays and Cantor Fitzgerald

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JPMorgan and Mizuho Raise Humana (HUM) Price Targets as Managed Care Outlook Improves

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Piper Sandler Begins Coverage of Danaher (DHR) While Waiting for New Growth Catalysts

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Citi Sticks with Buy on Baker Hughes (BKR) Despite Lowering Price Target

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Meta: Valuation Gap Is Hard To Ignore

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Piper Sandler Launches Coverage on Bio-Techne (TECH), Prefers Patience on Sector Growth Drivers

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Lumentum: A High-Risk, High-Reward AI Infrastructure Play

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Blue Owl Capital: Once-In-A-Decade Opportunity

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