AI rally lifts AMD, IBM slump deepens

Timeline

1. 1 day ago

   [BUSINESS] 2 sources

   Apple downgrade and Bank of America earnings beat shift market sentiment

   Apple was downgraded to underweight with a $250 target, IBM's target fell to $191, while Bank of America beat earnings, lifting its stock 1.9% and prompting higher analyst price targets.

2. 1 day ago

   [BUSINESS] 57 sources

   IBM shares plunge ~25% after earnings miss and AI‑infrastructure spending shift

   IBM’s Q2 2026 preview showed revenue at $17.2 bn and EPS $2.93, missing forecasts. A 7 % drop in infrastructure and mainframe weakness led to a ~25 % stock plunge, the worst since 1987, dragging the software‑se

3. 2 days ago

   [BUSINESS] 12 sources

   IBM profit warning sparks 25% plunge; US stocks climb on cooler inflation

   IBM shares plunged 25% after a profit warning while US indexes rose on cooler CPI (3.5% YoY) and strong bank earnings, easing Fed rate‑hike expectations.

4. 2 days ago

   [BUSINESS] 8 sources

   Tech Companies Broadcom, AMD, Netskope, ASML and Others Draw Analyst Attention

   Broadcom, Netskope, GraniteShares, Northern Technologies, AMD, ASML and Intellia all saw notable analyst activity, stock moves or new financial products in recent tech‑sector news.

5. 4 days ago

   [BUSINESS] 3 sources

   AMD's market surge brings it close to trillion‑dollar valuation amid fierce semiconductor rivalry

   AMD's market cap nears $1 trillion, it touts Ryzen AI laptops over Apple's MacBook Neo, and analysts compare its prospects with Marvell, which NVIDIA's CEO labels a future trillion‑dollar firm.

6. 6 days ago

   [BUSINESS] 2 sources

   Dell Technologies shares surge as analysts lift price targets on AI demand

   Dell Technologies stock rose 4.2% to $460.50 as analysts raised price targets to $500, driven by AI demand and bullish technical signals.

7. 7 days ago

   [BUSINESS] 2 sources

   ARM and AMD semiconductor stocks rally on analyst upgrades and insider sales

   ARM shares jumped 9 % after analyst target hikes and insider sales, while AMD saw analyst upgrades, institutional buying and insider share sales.

8. 8 days ago

   [BUSINESS] 3 sources

   AMD stock swings as AI-driven rally nears trillion‑dollar market cap

   AMD shares fell ~3% after a massive rally, keeping the company near a $900 bn market cap and close to the $1 tn mark, while earlier gains of 6.6% and bullish chart signals hint at continued AI‑driven upside.

9. 8 days ago

   [BUSINESS] 2 sources

   IBM shares gain as Bank of America lifts price target to $330

   Bank of America raised IBM’s 12‑month price target to $330, citing software growth, Confluent synergies and quantum progress; the stock jumped about 3.5%.

10. 13 days ago

    [BUSINESS] 2 sources

    Intel and Amazon stock targets raised by HSBC and Wells Fargo

    HSBC raised Intel's target to $200, emphasizing its foundry plans, while Wells Fargo lifted Amazon's target to $313, citing continued AWS growth.

11. 15 days ago

    [BUSINESS] 2 sources

    Siemens outlook raised on strong orders and data‑center demand, UBS upgrades forecasts

    UBS upgrades Siemens' Q3 2026 outlook, raising order‑intake forecasts on strong Smart Infrastructure and Digital Industries demand, and sets a €310 price target.

12. 16 days ago

    [TECHNOLOGY] 6 sources

    Lenovo launches cyber‑resilience platform as AI‑driven threats reshape B2B business landscape

    AI adoption pressures B2B firms to revamp marketing, sales and security; Lenovo unveils a cyber‑resilience platform to cut downtime and costs amid rising AI threats.

13. 16 days ago

    [BUSINESS] 5 sources

    Analysts Raise AMD Stock Targets Amid Surge in AI Chip Demand

    Wells Fargo and Cantor Fitzgerald raised AMD’s price targets to $615 and $700 as AI‑driven demand for its CPUs and GPUs fuels rapid revenue growth, sending the stock up over 3% pre‑market and boosting its YTD

14. 18 days ago

    [BUSINESS] 2 sources

    Dell Technologies stock drops over 5% as AI rally faces valuation pressure

    Dell Technologies shares fell 5.3% to $387.97 on Friday, extending a sell‑off driven by valuation worries, rising memory costs and heavy insider selling, despite strong AI revenue growth.

15. 20 days ago

    [TECHNOLOGY] 3 sources

    Intel and AMD see server CPU demand surge as AI agents drive market growth

    Intel’s Core 3 nearly matches Apple’s A18 Pro in multi‑core benchmarks, while server‑CPU demand surges for AI agents, with Arm and NVIDIA targeting $20 billion+ sales and Intel/AMD reporting strong 2026 growth.

16. 22 days ago

    [BUSINESS] 2 sources

    IBM shares jump after JPMorgan upgrades rating and raises price target

    JPMorgan upgraded IBM to overweight and raised its price target to $291 from $270, sending the shares up 5% and opening at $261.58, with other analysts also lifting targets.

17. 22 days ago

    [BUSINESS] 4 sources

    JPMorgan upgrades Infineon and IBM as SAP shares face pressure

    JPMorgan upgraded Infineon and IBM, raising price targets, while SAP shares stay low despite strong earnings and cloud growth.

18. 22 days ago

    [TECHNOLOGY] 5 sources

    Intel Expands Sovereign Foundry Operations and Advanced Packaging Business

    Intel’s stock jumps as it builds a government‑backed sovereign foundry and launches an advanced‑packaging unit led by former SK Hynix CEO.

19. about 1 month ago

    [TECHNOLOGY] 2 sources

    Bank of America raises AMD, ARM and Intel price targets on booming AI-driven CPU market

    Bank of America lifts AMD, ARM and Intel price targets, citing a projected $170 billion AI‑driven CPU market by 2030; Intel shares rise 8% after a double upgrade.

20. about 1 month ago

    [BUSINESS] 2 sources

    Intel upgraded to Buy by Bank of America, price target lifted to $135

    Bank of America upgraded Intel to Buy, raising its price target to $135 as AI demand and foundry prospects boost confidence, sending shares up 9% after a 200% YTD rally.

21. about 1 month ago

    [TECHNOLOGY] 2 sources

    Dell pushes AI‑driven data protection strategy

    Dell, after an 88 % revenue jump, is strengthening its AI‑driven data protection portfolio with a unified platform, AI assistant and faster threat detection.

22. about 1 month ago

    [BUSINESS] 4 sources

    Dell and Palo Alto Networks Stock Targets Raised on AI and Cybersecurity Momentum

    Analysts raise Dell’s target to $460 and Palo Alto Networks’ to $333, citing strong earnings and AI‑driven growth in AI infrastructure and cybersecurity.

23. about 1 month ago

    [BUSINESS] 2 sources

    Analysts Lift Siemens and Dell Stock Targets on Strong AI‑Driven Outlook

    Analysts raised Siemens to €320 and Dell to $497, citing strong AI and digital‑infrastructure demand, and kept buy/overweight ratings.

24. about 2 months ago

    [BUSINESS] 4 sources

    Dell Technologies stock target raised to $170 as AI server demand fuels earnings outlook

    Morgan Stanley lifts Dell's price target to $170, sees strong Q1 AI demand but flags valuation risks.