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Amazon (AMZN) BofA Sees Q2 Revenue Beat Despite Prime Day Timing Shift
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Brent hits lowest since before start of Iran war on expectations of smoother oil flows via Hormuz
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Microsoft (MSFT) Project Kilby Agreement Highlights Data Center Power Demand, Stifel Says
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NVIDIA (NVDA) Remains a Must-Own for Bernstein Despite Tech Sell-Off
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Alphabet (GOOGL) Keeps Market Outperform Rating as Citizens Flags AI Talent Retention Risk
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Apple (AAPL) BofA Stays Bullish as Price Increases Could Offset Higher Memory Costs
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Micron Technology (MU) Higher Target Reflects Multi-Year Demand Visibility, Needham Says
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Tesla (TSLA) Seen Trading More Like a SpaceX Proxy as Merger Talk Grows
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Intel (INTC) Advanced Packaging Could Support AI Data Center Growth, Mizuho Says
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Cognex Corporation’s (CGNX) Above-Expected Guidance Signals Strong Demand
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Salesforce (CRM) Gets Buy Upgrade as AI Concerns Create Compelling Entry Point
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Constellation Energy (CEG) Seen as High-Quality Power Demand Play, but Goldman Flags Valuation
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Credo Technology (CRDO) Starts With Outperform Rating as Optical AI Connectivity Opportunity Expands
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International Business Machines (IBM) Upgraded by JPMorgan as Software Growth Boosts Outlook
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Enphase Energy (ENPH) Gains Upgrade as Solid-State Transformers Open AI Data Center Opportunity
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NICE (NICE) Upgraded to Buy by DA Davidson as AI Disruption Fears Ease
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SpaceX (SPCX) Lands Reflection AI Deal While KeyBanc Flags Starship Risks
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US online spending hits $8.3 billion as Amazon Prime Day kicks off, Adobe says
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Daily Spotlight: Fed's Favorite Inflation Indicator Due Thursday
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