Apple should acquire Perplexity AI to boost AI strategy, says Wedbush
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Amazon.com (AMZN) PT Raised to $300 at Morgan Stanley, 'PT to $300...AMZN still top pick'
July 10, 2025 4:15 PM EDTMorgan Stanley analyst Brian Nowak raised the price target on Amazon.com (NASDAQ: AMZN) to $300.00 (from $250.00) while maintaining a Overweight rating.
The analyst comments "Raise '26/'27 EPS by 9%/6% for lower tariffs as $8 of '26 EPS returns as base case. Anthropic,... More
Mizuho: 'Any upside to revs from China “could” be some form of a POSITVE CATALYST FOR NVDA stock'
July 10, 2025 8:57 AM EDTMizuho: 'Any upside to revs from China could be some form of a POSITVE CATALYST FOR NVDA stock'
The analyst comments "Press reports are out that Jensen Huang plans to meet with high level Chinese govt officials next week at the International Supply China expo in Beijing. And NVDA is currently taping out a new scaled down AI GPU chip that would meet more restrictive US export controls. Sounds like this would be a variant of NVDAs current Blackwell RTX pro 6000 and would exclude high bandwidth memory and NVLink. Timing could be as early as this Sept. When Mizuho hosted Semi... More
BofA Securities Reiterates Buy Rating on Amazon.com (AMZN)
July 10, 2025 6:53 AM EDTBofA Securities analyst Justin Post reiterated a Buy rating and $248.00 price target on Amazon.com (NASDAQ: AMZN).
The analyst comments "There are 2.6bn people globally who dont have broadband internet access, and BCG sees a $40bn 2030 revenue potential for the global satellite... More
Meta Platforms Inc. (META) PT Raised to $765 at BofA Securities
July 9, 2025 3:06 PM EDTBofA Securities analyst Justin Post raised the price target on Meta Platforms Inc. (NASDAQ: META) to $765.00 (from $690.00) while maintaining a Buy rating.
The analyst comments "Meta has made an investment of $3.5bn to acquire ~3% stake in EssilorLuxottica, parent company of Ray-Ban and Oakley,... More
