Stock Research

Viasat VSAT shares climbed on Thursday after the satellite communications company announced it had secured a prime contract from the US Space Force to build and launch satellites for the Protected Tactical SATCOM-Global program. The stock rose about 8.1% to $66.48 during the session. Viasat shares have more than doubled this year. The contract moves… Continue reading Viasat stock rises on $4B Space Force satellite program win

Microsoft shares MSFT declined on Thursday after a report indicated that the company’s Xbox division is preparing significant layoffs and budget reductions, overshadowing continued optimism surrounding Microsoft’s artificial intelligence strategy. According to a Bloomberg report, Microsoft’s gaming division is expected to announce layoffs shortly after the company’s fiscal year ends on June 30. The report… Continue reading Why is Microsoft stock falling today?

Adobe (ADBE) shares are inching lower on Thursday morning ahead of the software firm’s much-anticipated Q2 earnings scheduled for release after the closing bell. Consensus is for the company to report $5.81 per share of earnings (EPS) for its recently concluded quarter on a 9.9% year-over-year increase in revenue to $6.45 billion. Heading into the… Continue reading Options pricing suggests Q2 earnings won’t salvage Adobe stock

Oppenheimer has become the first global brokerage to initiate coverage of SpaceX stock ahead of the company’s Nasdaq debut on Friday, issuing an Outperform rating and a $190 price target. Its call implied about a 41% upside that would push SPCX market cap to a whopping $2.5 trillion within the next 12 to 18 months… Continue reading SpaceX stock: Oppenheimer says it’s ‘undervalued’ at $135

Shares of semiconductor equipment makers moved higher after analysts raised expectations for the wafer fabrication equipment market, arguing that growing artificial intelligence investment continues to support long-term demand across the industry. While chip stocks have come under pressure in recent sessions, analysts say the outlook remains favorable for companies that supply the tools needed to… Continue reading Applied Materials, KLA stocks gain as AI boom lifts chip equipment outlook

Semiconductor stocks rallied on Thursday after Bank of America identified agentic AI as the next major growth catalyst for the industry, creating a potentially massive opportunity for chipmakers ranging from Nvidia and Advanced Micro Devices to Intel and Arm Holdings. The brokerage’s bullish outlook helped lift shares across the sector. AMD rose about 6%, Intel… Continue reading Nvidia, AMD, Arm stocks rally as BofA sees $170B agentic AI opportunity

Intel shares INTC surged 4% in premarket trading after Bank of America upgraded the semiconductor company to Buy from Underperform and raised its price target to $135 from $96. The brokerage cited growing demand for central processing units (CPUs) and Intel’s positioning to benefit from the rise of agentic artificial intelligence. The upgrade comes as… Continue reading Intel stock jumps on BofA upgrade as AI demand fuels growth outlook

The long-awaited public debut of SpaceX has finally arrived, triggering one of the sharpest divisions among market experts in recent memory. The Elon Musk-led space company is expected to price its initial public offering on Thursday before beginning trading on Friday. With an anticipated valuation of roughly $1.75 trillion, SpaceX would instantly become one of… Continue reading SpaceX IPO’s valuation battle has bulls aiming share at $165 while bears see $63

Anthropic’s Claude Mythos Preview was not designed as a stock picker, a credit analyst, or a trading assistant. The model sits in a more uncomfortable corner of artificial intelligence: cybersecurity. Anthropic says Mythos can identify and exploit previously unknown software vulnerabilities across major operating systems and browsers. For banks, asset managers, insurers, exchanges and payment… Continue reading Why Claude Mythos Preview is a wake-up call for Wall Street