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Boeing upgraded, Under Armour downgraded: Wall Street's top analyst calls

Boeing upgraded, Under Armour downgraded: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: Argus upgraded Boeing (BA) to Buy from Hold with a $265 price target. The firm believes the company has "superior" long-term prospects due to its leading presence in the growing commercial aerospace industry. Truist upgraded Best Buy(BBY) to Buy from Hold with a price target of $95, up from $81. The firm's credit card reads are

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Published

11 Aug 2026 13:38

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Abbott and Google launch first-of-its-kind partnership to transform everyday health through glucose insights and AI

Multi-year collaboration combines ongoing glucose insights from Abbott's Lingo biowearable with Google Health's technology to create a more comprehensive view of personal health Partnership includes a large-scale research study to better inform artificial intelligence (AI) coaching available in the Google Health app and future Lingo product features Lingo, Abbott's over-the-counter continuous glucose monitor (CGM), helps people understand the impact of nutrition, activity, sleep and stress on their glucose so they can make meaningful lifestyle changes ABBOTT PARK, Ill., Aug. 11, 2026 /PRNewswi

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11 Aug 2026 13:00

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Nvidia's $500 Billion AI Plan Gets Wall Street Backing

This article first appeared on GuruFocus. Nvidia Corp. (NVDA, Financials), the leading provider of artificial intelligence chips, is in discussions with some of Wall Street's top firms on a strategy that may free up more than $500 billion for the next phase of the AI buildout.Goldman Sachs, BlackRock, Blackstone, KKR, Apollo, and Brookfield are among the companies involved. The notion is simple but potentially big: think of AI data centers and computing systems as revenue-generating infrastructure that can be financed much like other long-lived assets.That could matter if Microsoft, Amazon, Al

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11 Aug 2026 12:58

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Cloud AI Today - Novo Nordisk Partners With AWS For AI-Driven Drug Discovery

Novo Nordisk has entered a strategic partnership with Amazon Web Services (AWS) to enhance drug discovery using artificial intelligence and cloud technologies. This collaboration includes establishing a co-innovation hub in London, which brings together AWS engineers, AI specialists, and Novo Nordisk's research and development teams to streamline the process of bringing new medicines to market. As part of this agreement, AWS becomes Novo Nordisk's preferred cloud provider and strategic AI partner, leveraging AWS's AI technologies to compress timelines from drug target identification to clinica

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11 Aug 2026 12:38

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Prodoscore Named to 2026 Inc. 5000 List of America's Fastest-Growing Private Companies

Recognition Highlights Strong Enterprise Demand for AI-Powered Productivity Intelligence LOS ANGELES, August 11, 2026--(BUSINESS WIRE)--Prodoscore (the "Company"), a leading provider of employee productivity and data intelligence software, today announced it has been named to the 2026 Inc. 5000, the annual ranking of America's fastest-growing private companies. Organizations are increasingly seeking objective data to better understand how work gets done, optimize performance and support their teams. Prodoscore meets that need by analyzing activity data across the business applications that emp

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11 Aug 2026 12:30

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JPMorgan Sets Jaw-Dropping S&P 500 Target for Year-End 2026

This article first appeared on GuruFocus. JPMorgan has raised its 2026 S&P 500 target to 8,000 from 7,800 for the end of 2026. The firm points to stronger corporate earnings and growing evidence that heavy AI spending is beginning to translate into business growth. With 87% of S&P 500 companies reporting, JPMorgan said second-quarter results have remained broad across sectors. The bank lifted its 2026 earnings-per-share forecast to $365, implying 35% annual growth, above its previous estimate and the $358 consensus. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is SPY fairly value

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11 Aug 2026 12:28

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How Cybersecurity Has Become Critical Tech Battlefield

Cybersecurity faces a new era as hackers automate attacks. The troubling trend brings serious implications for AI stocks. Continue Reading

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11 Aug 2026 12:01

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Anthropic’s $965B IPO Path Runs Through Seven Compute Corridors Across Three Continents

Anthropic's $965 billion IPO path rests on the aggressive, multi-layered industrialization of compute. The company has transformed access from a variable cost into a structural moat by diversifying hardware and energy supply across three continents through seven distinct funding mechanisms — effectively decoupling its growth from the supply-chain bottlenecks that throttle competitors tethered to single-cloud dependencies. The portfolio maps a global footprint. In North America, the core relies on a multi-billion dollar agreement with AWS for Trainium chips and Project Rainier clusters, alongsi

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Published

11 Aug 2026 11:18

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Tech Weekly: Nvidia raises cash, robot dogs keep homes safe

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11 Aug 2026 11:14

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Cloudflare Wants to Control the Identity and Money Layer for Agent Commerce

A CDN giant is issuing per-agent wallets with spending caps and merchant allow-lists, betting it can own the settlement pipe before agents start spending real money. Cloudflare has entered the agent commerce race with a two-tier wallet architecture designed to give developers programmable control over how AI agents spend money. The company's new AI Agents platform, announced August 4, introduces Account Wallets for funding and Virtual Wallets for individual agents, each equipped with configurable guardrails including periodic spending allowances, merchant allow-lists, and per-transaction size

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11 Aug 2026 06:10

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Google’s AI Team Tells Job Seekers Its HR Filters Are Unreliable

(Bloomberg) -- Alphabet Inc.'s Google pitches its artificial intelligence tools to corporate clients as a way to more quickly sift through a mountain of job applications to find the most promising candidates. Some of its own AI researchers don't want to rely on these tools when recruiting. Most Read from Bloomberg China Unleashes $28 Trillion Capital Markets to Challenge US in AI Stocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets Wrap Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' GameStop's Ryan Cohen Weighs Pulling $56 Billion EBay Offer Intel to Sell $15 Billion i

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10 Aug 2026 22:29

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The loneliness epidemic is growing — can FeedIRL help solve it?

FeedIRL Founder Kris Mathis joins Josh Lipton on Asking for a Trend to discuss the growing loneliness epidemic and how FeedIRL is working to help people build meaningful connections. Video Transcript 00:00 Chris FDRL is an app that helps you find fun things to do and people to do them with nearby and it's all through uh chat. 00:08 Chris So it's an easy conversation, what you're interested in, obviously where you're where you're located in and it refines the the search mechanism um from there and our our uh motto is kind of sums it up. It's stop scrolling, start going. 00:23 Chris You know, mo

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10 Aug 2026 22:00

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JPMorgan Stock Rises as Bank Lifts S&P Target to 8,000

This article first appeared on GuruFocus. JPMorgan Chase (NYSE:JPM), the largest U.S. bank by assets, raised its 2026 year-end S&P 500 target to 8,000 from 7,800. That sounds like another bullish Wall Street call. Look closer. The real story is earnings. The new target offers roughly 3.1% upside from Friday's 7,757.64 close, but JPMorgan is not counting on investors suddenly paying much richer prices for stocks. It thinks corporate profits can keep climbingand AI is becoming a bigger reason why. Warning! GuruFocus has detected 8 Warning Sign with JPM. Is JPM fairly valued? Test your thesis wit

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Published

10 Aug 2026 20:02

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AI Spending Boom Isn’t Boosting Profit Margins—at Least Not Yet

Economist Torsten Sløk points out that the AI capex boom is lifting profit margins for the Mag Seven, but not other companies. Continue Reading

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10 Aug 2026 20:01

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Microsoft Is Set to Make a Whole Lot More of Its Own AI Chips

Microsoft joins a growing field of tech companies scaling up production of their own chips to battle AI costs. Continue Reading

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10 Aug 2026 19:50

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Microsoft Stock Rises 1.7% as JPMorgan Backs AI Payoff

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the software and cloud giant behind Azure, reported accelerating cloud growth just as Wall Street gets more comfortable with the biggest question hanging over the AI boom: Are those staggering infrastructure bills actually paying off? Microsoft shares climbed roughly 1.7% Monday morning, and JPMorgan sees the answer increasingly tilting toward yes. The bank pointed to Microsoft, Alphabet (NASDAQ:GOOG) and Amazon (NASDAQ:AMZN) as evidence that hyperscaler AI spending is feeding into stronger revenue, helping drive its 2026 year-

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10 Aug 2026 19:37

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Apollo Economist Drops Stark Take On AI Boom

This article first appeared on GuruFocus. Apollo Chief Economist Torsten Slok is warning that the AI boom could become a market-wide problem if returns on massive hyperscaler spending arrive later than investors expect. Alphabet (NASDAQ:GOOGL), Meta (NASDAQ:META), Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) are collectively expected to generate nearly $470 billion in free cash flow by 2030, according to Apollo data, but Slok argues that weaker monetization could leave earnings, margins and ultimately stock valuations exposed. Warning! GuruFocus has detected 2 Warning Sign with META. Is ME

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Published

10 Aug 2026 19:21

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Microsoft Rethinks Its Nvidia Reliance

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is preparing its biggest push yet to turn homegrown AI silicon into a meaningful alternative to Nvidia, with the software giant reportedly planning to unveil its Maia 300 accelerator as early as September. Microsoft is also discussing manufacturing capacity for more than 300,000 chips with Taiwan Semiconductor Manufacturing (NYSE:TSM), potentially giving it greater control over the soaring cost of powering Azure's AI workloads. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis with

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Published

10 Aug 2026 18:52

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Social media platforms still facing thousands of user addiction lawsuits after failed appeals

Social media companies like Meta, TikTok, Snapchat, and Google are facing a long road of litigation over claims that they intentionally designed their products to be addictive to minors. According to a report from Reuters, San Francisco's 9th U.S. Circuit Court of Appeals denied these platforms' attempt to defend themselves from thousands of lawsuits through an argument based on Section 230, which protects publishers and platforms from being held liable for users' posts. The companies argued that Section 230 could also protect them from the claim that they did not warn the public about addicti

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10 Aug 2026 18:30

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Sector Update: Tech Stocks Decline Monday Afternoon

Tech stocks were lower Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XL PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in

Published

10 Aug 2026 17:31

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Tech stocks still have plenty of believers on Wall Street, inflow data shows

Despite a summer swoon for tech stocks as investors fret over capex spending at the likes of Meta (META), Alphabet (GOOG), and Amazon (AMZN), tech still looks to be the place to be when analyzing fund inflows. Tech stock reality check: Tech stocks are on track for a yearly inflow of $216 billion, according to new data from Bank of America Global Research (see chart below). The figure dwarfs the total annual inflows of each year dating back to 2015.The tech bulls remain out.·Yahoo Finance AlphaSpace Stat to Know: 26 The Nasdaq Composite's (^IXIC) forward price-to-earnings ratio is about 26 time

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10 Aug 2026 16:35

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Taalas Buyout Boosts AMD's AI Inference Abilities Against NVDA & GOOGL

Advanced Micro Devices AMD announced on Thursday (Aug. 6) that it has entered into a definitive agreement to acquire Taalas, a Toronto-based developer of specialized AI inference silicon, as the company looks to strengthen its position in the rapidly expanding AI inference market. Taalas' technology is designed to optimize inference dataflows and reduce the compute and memory bottlenecks associated with more general-purpose architectures. AMD plans to incorporate the technology into its accelerator roadmap and develop system-level solutions that combine Taalas' capabilities with AMD Instinct G

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10 Aug 2026 16:16

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Why Momentum, Fed Liquidity, & Tech Beats Signal More Upside

Strength Begets Strength "A body in motion stays in motion." ~ Newton's First Law of Motion On Wall Street, one of the best predictors of momentum, is past momentum. Thanks to OddStats (@OddStats), we have the data to back up the claim. "QQQ finished the first 150 days of 2026 with a return of +17.7%. There have been 8 years in history where it was up at least that much at this point." Here's how it did FROM THERE to the end of the year: +20.8% +16.5% -0.6% (2012) +15.6% +8.2% +16.5% +16.1% +10.5% Rate Hike Odds Plunge "Earnings don't move the overall market; it's the Federal Reserve Board…foc

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10 Aug 2026 16:15

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US appeals court allows thousands of lawsuits against social media companies over user addiction claims to proceed

By Diana Novak Jones Aug 10 (Reuters) - A U.S. appeals court on Monday allowed thousands of lawsuits to move forward against Meta Platforms, Alphabet's Google, ByteDance's TikTok, and other social media companies over claims they designed their products to be addictive to young ‌users. The San Francisco-based 9th U.S. Circuit Court of Appeals rejected the companies' bid to reverse a lower court's ruling forcing them to ‌face some 2,400 lawsuits over the claims filed in federal court. The companies, which also include Snap Inc's Snapchat, had argued that Section 230 of the Communications Decenc

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10 Aug 2026 16:13

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Berkshire shares climb to highest level under Abel on strong results, new stakes

Investing.com -- Berkshire Hathaway Inc. shares were trading over 2.5% higher on Monday, reaching their highest level since legendary investor Warren Buffett announced his departure as chief executive in May 2025. The stock climbed as much as 3.3% earlier in the session after successor Greg Abel increased spending from the company's cash reserves and financial results exceeded analyst expectations. The Omaha, Nebraska-based conglomerate reduced its cash position to $364.7 billion on June 30 from a record $380.2 billion three months earlier, according to its quarterly report released on Saturda

ConglomeratesEarningsFinancial ResultsFinancialsShare Buyback

Published

10 Aug 2026 16:05

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Google Stock Sputters, But These Catalysts Could Spark A Rebound

Google stock is in need of a jump-start after the recent DeepMind shake-up. Robust 2026 estimates may reignite the AI giant's shares. Continue Reading

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10 Aug 2026 15:59

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Analyst Warns Alphabet (GOOG) Faces Two Major AI Problems; SpaceX (SPCX) a Better AI Bet?

Alphabet shares made headlines recently after Google (NASDAQ:GOOG, GOOGL) AI division saw a series of high-profile departures. Gene Munster, managing partner at Deepwater Asset Management, recently said on CNBC that the brain drain at Google should not be ignored, arguing that the departures of key AI researchers could have implications beyond the headlines. Munster said Google has seen about six major departures over the past three months and that the loss of talent could affect the company's culture of innovation and its ability to develop future AI models. He also pointed to signs that Gemi

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Published

10 Aug 2026 15:45

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Sandisk Stock Sold Off on Earnings and Was Rewarded With an Upgrade

Argus Research analyst Jim Kelleher early Monday upgraded Sandisk to Buy from Hold with a 12-month price target of $1,600. Sandisk stock advanced 2.2% to $1,238.50 on Monday. At the time, Sandisk was trading around $1,757. Continue Reading

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10 Aug 2026 15:13

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Meta shares rise on Muse Glimmer launch and a radical AI vision

Investing.com -- Meta's stock popped 2.4% this morning following the launch of Muse Glimmer, a highly efficient, 30-billion-parameter AI model capable of running on a single GPU. Positioned as a lightweight, distilled version of the more powerful Muse Spark 1.2, Glimmer is tailor-made for "agent-like" tasks—think schedule management, rapid prototyping, and file organization. By releasing the model weights for free on Hugging Face, Meta is directly countering the permissive licensing strategies of Chinese rivals like DeepSeek and Alibaba, while carving out a distinct lane against US giants (Ama

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Published

10 Aug 2026 12:19

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JPMorgan Strategists Raise S&P 500 Target as AI Capex Pays Off

(Bloomberg) -- JPMorgan Chase & Co. strategists raised their S&P 500 Index forecast for a second time in two months, citing strong corporate earnings and the payoff from massive artificial intelligence spending. Most Read from Bloomberg Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' China Unleashes $28 Trillion Capital Markets to Challenge US in AI Stocks Hold Near Record Highs, Oil Ticks Higher: Markets Wrap Trump Amps Up Pressure on Billionaire Sargeant to Exit Venezuela Iran Says Hormuz Deal Close But Its Conditions Must Be Met The team led by Dubravko Lakos-Bujas now sees

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10 Aug 2026 09:28

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