Needham maintained a Buy rating and $25 price target on Zeta Global on June 24, citing the company's new partnership with Palantir as strategically positive. Zeta will rearchitect its Data Cloud on Pa…
Cantor Fitzgerald raised its price target on Marvell Technology to $300 from $220 on June 29, 2026, while maintaining a Neutral rating, citing a durable AI infrastructure buildout and supply constrain…
B. Riley raised its price target on Applied Materials to $790 from $550 on June 26, maintaining a Buy rating, citing DRAM, advanced packaging, and a multi-year semiconductor equipment investment cycle…
Evercore ISI maintained an Outperform rating on Apple with a $365 price target on June 25, following price increases of 17% to 25% on selected Mac, iPad, and home devices, which Insider Monkey attribu…
S&P Global Ratings revised its outlook on TSMC's AA- long-term issuer credit rating to Positive on June 23, citing stronger leadership in advanced high-performance computing chips. S&P estimated AI pr…
Argus maintained a Buy rating on Alphabet on June 23, 2026, with a $440 price objective, reinforcing investor confidence in Alphabet's AI, cloud, and compute-infrastructure spending. The analyst note …
NVIDIA raised $25 billion in investment-grade bonds on June 15, 2026, drawing $85 billion in orders, its first debt issuance since 2021. The company reported $216 billion in fiscal 2026 revenue and $4…
Rezolve AI PLC proposed a $300 million share buyback program, asking shareholders to approve a capital reduction of £480 million to create distributable reserves. The repurchases would be conducted th…
UBS initiated coverage of Veritone Inc with a Neutral rating and a $2.50 price target, citing the company's Veritone Data Refinery as a key growth driver in a training-data market expected to expand f…
Cloudastructure (Nasdaq: CSAI) signed a Master Services Agreement with a national retail REIT to deploy cloud-managed AI video surveillance and remote guarding at three California shopping centers, wi…
Applied Digital signed two 15-year leases with a US hyperscaler for the Polaris Forge 3 and Delta Forge 2 data center campuses, worth a combined $12.7 billion in base contracted revenue. The company n…
Vertiv Holdings completed the acquisition of Italian cooling specialist ThermoKey on June 12, 2026, adding dry coolers and microchannel heat-exchange technology to its thermal management portfolio for…
Madison Air Solutions raised $2.23 billion in a U.S. initial public offering, valuing the company at about $13.2 billion, as demand for AI data center cooling surges. The firm expects shipments of dat…
Comfort Systems USA, an HVAC contractor, reported Q1 2026 revenue of $2.87 billion, up 56.8% year-over-year, driven by AI data center construction. The company expanded prefabrication capacity by 30% …
Barclays raised its price target on Amphenol Corporation from $180 to $198 on June 8, 2026, citing increased confidence in the company's AI content ramp. The revised target implies approximately 29% u…