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The Latest Breaking News from Brent Thill

Amazon Rebounds From Post-Q2 Selloff. Is Amazon Stock A Buy?

Amazon stock has rebounded from a selloff that following its Q2 results in late July but is still below 2025 highs.

Investors Business Daily

Is Palantir Stock a Buy Below $140?

Palantir stock has tanked over 20% from its all-time high but Jefferies analyst Brent Thill argues it could crash much further from current levels.

Barchart

AI Isn't Eating These Software Stocks, Analyst Says

Investment bank Jefferies is pushing back on the belief that "AI is eating software." Microsoft stock and others will ride the AI wave, it said.

Investors Business Daily

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Meta Earnings Due Today. Zuckerberg's Big AI Bets Will Be In Focus.

Wall Street wants more detail from Mark Zuckerberg about how Meta will monetize its eye-popping AI spending.

Investors Business Daily

IBM Stock Near Record Highs With Earnings Due Soon. Here's What To Watch.

IBM stock has had a strong run, with Wall Street buying the tech stalwart as an AI winner.

Investors Business Daily

Microsoft Stock Earns Bullish Notes On AI Agents

Several Wall Street analysts issued bullish reports on Microsoft stock after the company's Build conference earlier this week.

Investors Business Daily

Palantir’s Valuation ‘Doesn’t Make Any Sense,” Warns Analysts. Should You Still Buy PLTR Stock Before May 5?

A Jefferies analyst says Palantir is a well-run company with strong fundamentals but its valuation does not make sense. Wall Street at large is bearish at PLTR shares at writing.

Barchart

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Microsoft Stock Has 'Derisked Setup' Ahead Of March-Quarter Report

A Wall Street analyst thinks Microsoft stock has been "derisked" ahead of the software giant's fiscal third-quarter report.

Investors Business Daily

Why CoreWeave Stock Is Controversial Amid Wall Street Analyst Initiations

Wall Street analysts doled out mixed ratings on AI cloud computing services provider CoreWeave stock after its IPO. CoreWeave rents out Nvidia chip-equipped servers.

Investors Business Daily

Amazon Pushes Further Into AI Agents As Stock Falls On Tariff Concerns

Amazon stock fell on tariff fears as the tech giant rolled out a new AI agent.

Investors Business Daily

Adobe AI Strategy Focused On Long Term, Not 'Quick-Hit Financial Pop,' Says CFO

Adobe stock hasn't gotten a boost from the company's early artificial intelligence initiatives. Adobe is focused on the long term with AI.

Investors Business Daily

Cloudflare Investor Day On Tap: AI, Marketing Strategies In Focus

Cloudflare stock has gained 8% in 2025, but sold off sharply in the past few weeks. The company hosts an investor day on Wednesday.

Investors Business Daily

Oracle Earnings On Deck. Can Tech Giant Reignite AI Rally?

Oracle stock is slumping heading into its fiscal Q3 earnings report. Investors will be watching ORCL's cloud growth.

Investors Business Daily

Why This Analyst Thinks Palantir Stock Will Plunge More Than 30% in 2025

With analysts forecasting over 30% downside potential this year, Palantir’s high-flying run may be headed for a reality check.

Barchart

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Kiplinger

Stock Market Today: Investors Adjust to Earnings and Guidance

The stock market struggles in a good way when it's measuring what's happening on the ground.

Investors Business Daily

Microsoft Earnings Report Will Key On Azure Growth, AI Adoption

Wall Street is expecting Microsoft's sales and earnings growth to slow when it reports December-quarter results late Wednesday.

Kiplinger

Meta Adds Dana White to Its Board, Ends Fact-Checking: What to Know

Meta stock is lower Tuesday after the Facebook parent said it is adding UFC CEO Dana White to its board of directors and ending fact-checking on its platforms.

Investors Business Daily

Palantir Initiated At Underweight On View 'Success More Than Priced In'

Morgan Stanley renewed coverage of Palantir with an underweight rating citing valuation. Palantir stock tumbled on the news.

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Investors Business Daily

Meta Gets Price Target Hike. Analyst Says Facebook Parent Could Be Best Consumer AI Play.

Meta stock could offer 2025's "best AI play in the consumer space," according to Jefferies analysts, who hiked their Meta price target.

Investors Business Daily

Amazon Stock Gets Price Target Hike On Generative AI Momentum

An Amazon stock analyst upped his target for AMZN shares following the company's generative AI-focused cloud conference.

Investors Business Daily

Oracle Stock Falls On Earnings, Sales Miss. Tech Giant Touts Strong AI Demand.

Oracle stock fell following its Q2 earnings report on Monday, which showed lighter-than-forecast sales and earnings.

Investors Business Daily

Oracle Earnings Due Soon. Can Tech Giant Keep Its Huge Rally Rolling?

Oracle stock is having its best year since 1999. But its earnings report Monday will test that rally.

Benzinga

What Analysts Are Saying About Oracle Stock

Oracle (NYSE:ORCL) has been analyzed by 31 analysts in the last three months, revealing a diverse range of perspectives from bullish to bearish.

Investors Business Daily

Why Software Stock Rally Will Extend Into 2025

The rally in software stocks, led by Palantir stock, will continue in 2025, says a Jefferies analyst, amid improved earnings estimates.

Investors Business Daily

How Oracle Got Its Mojo Back. What's Behind The AI Cloud Push Powering Its 80% Stock Gain.

Oracle stock has rallied 80% this year, with the enterprise tech giant emerging as an AI favorite for Wall Street.

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