GMT EIGHT - Research - US Stock

JP Morgan raises target price for the three hardware giants Dell Technologies, Inc. Class C (DELL.US), Hewlett Packard Enterprise Co. (HPE.US) most favored.

On the eve of the release of earnings in the hardware and networking sectors, JPMorgan Chase expressed that it is most bullish on Dell Technologies and Hewlett Packard Enterprise.

Figma (FIG.US) AI's monetization capabilities recognized by Wall Street, financial report far exceeds expectations, stock price rises more than 16% against the market trend.

As of the time of filing, Figma's stock price has risen over 16%, to $23.66.

A two-month surge of 140%, breaking the record 12 times this year! Bank of America Goldman Sachs Group, Inc. has raised its target price again. Is the bullish outlook for Marvell Technology, Inc. (MRVL.US) strengthening?

A two-month surge of 140% and 12 times hitting a new record high: Maywell has become one of the most powerful dark horses in the US stock market in 2026.

Cisco Systems, Inc. (CSCO.US) self-developed chip platform gains supply chain advantage and receives target price upgrades from JP Morgan and other Wall Street institutions.

Multiple Wall Street institutions have raised their target price after Cisco released its latest financial report.

Wenyuan Zhixing receives maintain outperform rating and target price raised by Morgan Stanley. Global Robotaxi layout and technological barriers driving business growth.

Wen Yuan Zhi Xing receives Macquarie's outperform rating and target price upgrade.

Bank of America predicts that the AI infrastructure prosperity will be "stronger and longer"! By 2030, the scale will reach 1.7 trillion, with NVIDIA Corporation (NVDA.US) and AMD (AMD.US) still on the "preferred list".

Bank of America Securities pointed out in its latest research report that spending on AI-related activities will not only not diminish, but will instead become "stronger and more enduring."

Server CPU market reshuffling? UBS Group AG: AMD (AMD.US) and Arm (ARM.US) eroding Intel Corporation's (INTC.US) market share in the first quarter.

Arm Holdings and AMD's server CPU shipments in the first quarter grew more than Intel on a quarter-on-quarter basis, continuing to grow by eroding Intel's market share.

Wedbush reiterates bullish view on Microsoft Corporation (MSFT.US): New revenue sharing agreement with OpenAI is a "net positive" while monetization of Azure AI lags.

Wedbush reiterated its "outperform" rating on Microsoft and maintained a target price of $575, which represents a 41% upside from Microsoft's closing price of $407.77 on Tuesday.

The AI infrastructure boom is in full swing! Liquid cooling leader Vertiv (VRT.US) has soared 127% this year, and Wall Street analysts can barely keep up.

Vertiv's stock price has been on a strong and rapid rise, with a year-to-date increase of up to 127%. The rapid increase has even surpassed the valuation predictions of many Wall Street analysts.

"AI Disrupts Everything" Narrative Kills Salesforce, Inc. (CRM.US)! Citi Lowered Target Price, Market Repricing Traditional Software Growth Trajectory.

Citigroup's reduction of the price target for S&P Global Market Intelligence highlights the market's shifting expectations for the fundamental outlook of S&P Global Market Intelligence. The initial optimism of the market being driven by "AI big model for stronger growth trajectory" is now transitioning to a more cautious revaluation stage of "AI completely disrupting traditional SaaS business models".

Consensus expectations are just the starting point? Wall Street locks in NVIDIA Corporation(NVDA.US) Q1 earnings report "crushing" surpassing expectations ahead of time, with a target price as high as $315.

As Nvidia (NVDA.US) is about to announce its first quarter financial report for the fiscal year 2027 after the market closes on May 20th, top Wall Street investment banks and analysts have recently released research reports, showing increasingly bullish sentiment.

EQT Corporation (EQT.US) achieves record high free cash flow in Q1! Citigroup maintains a buy rating and raises the target price to $70.

Citigroup maintains a "buy" rating on EQT Energy and further raises the target stock price for the next 12 months from $66 to $70.

The AI intelligent body frenzy detonates the CPU super cycle. The two major x86 chip giants join forces with Qualcomm (QCOM.US) to head towards the wild bull market.

GF Securities recently released a research report stating that "data center server CPUs are entering a super cycle", and AMD (AMD.US), Intel (INTC.US) and Qualcomm (QCOM.US) may become the major beneficiaries.

OpenAI was established to disrupt the consulting industry, but UBS Group AG is backing Accenture Plc Class A (ACN.US): competitors still need to rely on traditional resources.

UBS maintains its "buy" rating on Accenture with a target price of $320.

NVIDIA's performance list before the release of the "AI Bull Market Revelation": GPUs and TPUs no longer dominate the AI wave. AI applications and "key bottlenecks" shine more and more.

The monetization phase of the AI era has just begun, and the winners are not only concentrated in AI computing infrastructure leaders such as AMD, Intel, Nvidia, and Micron.

Piper Sandler: The potential of Tesla AI and Siasun Robot & Automation is seriously underestimated, with a target price of $500.

Despite facing execution risks, Tesla still maintains a target price of $500.

Light communication business surges by 36%! Corning Inc (GLW.US) receives billions in "lock production" from NVIDIA Corporation. Wall Street cheers: AI optical communication new king is born.

Bank of America analysts have included fiber optic cable manufacturer Corning (GLW.US) in their "Number 1 List."

"Big Short" bets on Latin American digital gold mines! Contrarian bottom fishing for e-commerce and fintech giant MercadoLibre (MELI.US)

Hollywood movie "The Big Short" prototype, globally renowned hedge fund manager Michael Burry chooses to buy after the stock price of MercadoLibre falls, aiming for a long-term return of 15%.

After the sharp drop in performance, Wall Street's bullish logic remains unchanged: CoreWeave (CRWV.US) has accumulated a backlog of orders worth billions, building a moat, while Wells Fargo & Company has raised its target price against the trend.

CoreWeave's revenue guidance for the second quarter is $2.45 billion to $2.6 billion, with a midpoint of $2.53 billion, which is lower than analysts' consensus expectation of around $2.7 billion.

Fitch first gives a "buy" rating to Fannie Mae (FNMA.US) and Freddie Mac (FMCC.US): the market severely underestimates the likelihood of an IPO before 2028.

After a period of silence in discussions related to Fannie Mae and Freddie Mac, investors underestimated the possibility of the two mortgage giants returning to the public market.

Fastly, the leader in edge cloud, fell 38% in a single day! The slowdown in growth overshadowed the performance exceeding expectations and was unable to escape the impact of "AI disrupting everything".

Despite Fastly's Q1 performance exceeding expectations, the stock price plummeted due to the potential slowdown in growth for the entire year.

Arm Holdings (ARM.US) fell by about 10% after its performance report. Wall Street institutions remain optimistic about its development prospects. Morgan Stanley and RBC have raised their target prices.

Several Wall Street institutions remain optimistic about Arm's prospects in the age of "AI Smart Bodies."

Quantum computing track now in turmoil: IonQ financial report exceeded expectations but was still sold off, major banks unanimously raised target price to support growth momentum.

Despite exceeding expectations in both first quarter performance and outlook, and gaining favor from analysts, the stock price of quantum computing company IonQ (IONQ.US) still fell in pre-market trading on Thursday.

The surge of SanDisk (SNDK.US): Is behind it the reshaping of storage genes by AI, or another epic cyclical illusion?

Based on the logic of "NAND has achieved 'de-cycling' through a long-term contract with a super large-scale cloud vendor worth $42 billion," SanDisk (SNDK.US) has achieved a return rate of over 356% since the beginning of the year.

Wall Street is gradually accepting "CPU is king"! The demand for AI smart bodies is driving up, and analysts are raising the target price for AMD (AMD.US) one after another.

Wall Street says that AMD's performance and guidance prove that the era of outstanding CPU performance has arrived.

Lumentum (LITE.US) faces increasing supply-demand gap for its products. Several institutions are bullish on the growth driven by AI optical communication demand.

Optical communication and photonics technology company Lumentum stated that the demand for the company's products continues to exceed supply capabilities, with many Wall Street institutions subsequently issuing optimistic views.

Fairlead founder: The semiconductor market is showing a parabolic overheating trend, it is suggested to focus on software stocks for a reversal opportunity.

The founder of Fairlead Strategies pointed out that the surge in semiconductor stocks may soon enter a period of reprieve.

The AI revolution is still in its early stages! "Bull market player" Ives is optimistic about Palantir (PLTR.US) leading the enterprise AI software race.

Dan Ives, an analyst at Wedbush known as the "bull market chess player," stated that Palantir has stood out in the implementation of enterprise-level AI applications.

Guotai Haitong: The U.S. Q1 economy is showing an upward K-shaped pattern with "inflation without stagnation", and the threshold of interest rate sensitivity has increased, causing a bottom upshift in U.S. bond yields.

A vivid description of the overall performance of the U.S. economy in the first quarter is that the opening of the "K" has slightly widened, but the overall "K" shape has moved upward.

China Securities Co., Ltd.: How do you view the UAE's withdrawal from OPEC?

On April 28th, the United Arab Emirates announced that they will withdraw from OPEC and OPEC+ starting from May 1, 2026. How do you view the impact of this event?

Meta Platforms (META.US) increases AI investment, dragging down stock prices. Strong Q1 performance unable to hide uncertainty of returns. JP Morgan downgrades rating to "Hold".

The news that Meta Platforms plans to invest an additional $10 billion in expanding its AI budget has sparked investor concerns.

CoreWeave (CRWV.US) pre-performance: Oppenheimer sings more: data center capacity expansion exceeds expectations, 2026 revenue target may be significantly raised

Analysts have given CoreWeave a "outperform" rating with a target price of $150.

Wedbush cries out "the market is wrong": OpenAI panic is a "fake fall"! Oracle Corporation (ORCL.US) sees a buying opportunity after a sharp decline.

Wedbush said that concerns about the growth of OpenAI are "overblown," making Oracle the focus of attention as a result.

AI storage opportunities are booming, with Wall Street analysts heavily bullish on Seagate Technology Holdings PLC (STX.US).

Wall Street analysts are optimistic about Seagate Technology.

Micron Technology's (MU.US) highest target price refreshed: $1000! AI demands reconstruction of "storage cycle logic" with profit center rising.

Investment firm DA Davidson initiated coverage on memory manufacturer Micron Technology with a "buy" rating and set a new Wall Street high target price of $1000.

RenMac warns that the semiconductor sector has entered a "danger zone" and advises investors to switch from buying to selling.

The upward momentum of the semiconductor sector has reached a "dangerous zone", and investors should consider shifting from buying to selling.

Palantir (PLTR.US) pre-performance Citi reiterated its bullish view: The fundamentals remain strong and growth momentum will continue.

Citigroup reiterated its positive view on Palantir in a recent customer report, raising performance expectations for the company despite simultaneously lowering the stock's target price.

Profit margins continue to improve, HSBC raises IBM (IBM.US) rating to "hold"

HSBC raised its rating on technology giant IBM (IBM.US) from "reduce" to "hold" citing improved profit margins and valuations.

AI market spreads from chips to MLCC and substrates: Asian supply chain welcomes revaluation of value, Citi and Bank of America call for price increase tide.

Investors are increasingly paying attention to the artificial intelligence supply chain ecosystem, focusing not only on chip manufacturers, but also on companies producing multilayer ceramic capacitors, advanced chip substrates, and components such as thermal compression bonding.

Faba: Downgrade GE Vernova (GEV.US) rating to "Neutral" Gas turbine production capacity constraints suppress future growth.

French bank BNP Paribas downgraded the rating of GE Vernova (GEV.US) from "buy" to "neutral" with a target price of $1190.

BTIG: Unity Software's AI advertising business continues to expand, reiterating a "buy" rating.

BTIG reiterated its "buy" rating on Unity Software and a target price of $39.

Under oligopoly, HDD prices and quantities soar! Bank of America Corp has raised its target prices for major manufacturers Western Digital Corporation (WDC.US) and Seagate Technology Holdings PLC (STX.US).

Western Digital (WDC.US) and Seagate Technology (STX.US) both maintain a clear track of profit growth, prompting Bank of America to raise the stock target prices for both companies.

Bank of America is bullish on Dell Technologies, Inc. Class C (DELL.US) and Hewlett Packard Enterprise Co. (HPE.US) as smart AI engines for growth.

Dell and Huie Technology will benefit from the development of AgenticAI.

NAND is the super cycle windfall on the rise! The tidal wave of AI intelligent bodies is exploding the demand for storage, and the market firmly believes that Sandisk's (SNDK.US) performance will skyrocket.

The Middle East war cannot contain the narrative of the "AI bull market"! GPUs no longer dominate the topic of computing power, and the wave of intelligent agents has ignited CPUs and storage.

Evercore: Microsoft's new agreement with OpenAI removes the ambiguity of AGI, clarifies IP rights before 2032, maintains a "outperform" rating.

Microsoft (MSFT.US) and OpenAI have agreed to cancel Microsoft's exclusive sales rights to OpenAI models. This adjustment will open the door for the developers of ChatGPT to cooperate with cloud computing competitors such as Amazon (AMZN.US), and marks the beginning of a new restructuring phase in their relationship.

Melius Research: The AI boom will drive storage demand growth to the end of the decade, first giving Micron (MU.US) and SanDisk (SNDK.US) a "buy" rating.

Melius Research believes that the artificial intelligence trend will continue to drive storage demand growth until the end of this decade.

Everbright Securities Warns that Under Increased Competition from AI, Adobe (ADBE.US) Growth May Face Continued Pressure, Downgrades Its Rating and Target Price.

Mizuho analyst Gregg Moskowitz downgraded Adobe's rating from "outperforming the market" to "neutral" and lowered the target price from $315 to $270.

The smart body wave is coming, and CPU welcomes the "cultural renaissance moment"! Intel, AMD, and ARM stock prices skyrocketed hand in hand.

The distribution of weights in the value chain surrounding AI computing power infrastructure is also beginning to shift. In the next round of excess alpha returns, it will no longer only belong to the leading names in the AI GPU/AI ASIC field, but will systematically diffuse to CPU, storage, PCB, liquid cooling systems, ABF substrates, and a wide range of wafer foundries and other full-stack AI computing infrastructure layers.

Cava (CAVA.US) stock price doubles, Wall Street now has the only "sell" rating: Weak customer traffic, valuation raises concerns.

The stock price of the Mediterranean casual fast food chain Cava Group (CAVA.US) has more than doubled in the past five months.

Wall Street is calling on Intel Corporation (INTC.US) to regain its "magic"! The demand for intelligent bodies is soaring, and analysts are raising their target prices one after another.

After years of struggling and handing over market share to competitors, Intel's (INTC.US) first quarter financial report and performance guidance indicates that this tech giant has regained its "magic".

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