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Latest reporting and analysis by Miss Jessyca Nolan IV.
Privacy-focused cryptocurrencies like Monero and Dash have posted significant gains, with Monero reaching new all-time highs. The rally follows regulatory moves in Dubai and the EU, alongside capital rotation from Zcash after its development team resigned.
Scotiabank analyst Nat Schindler increased Alphabet's price target to $375 on January 9, maintaining a Sector Outperform rating and expressing confidence in the company's AI-driven performance.
Goldman Sachs analyst Katherine Murphy initiated coverage of Super Micro Computer with a Sell rating and $26 price target, citing shrinking margins and customer concentration risks, as shares fell further on January 13.
Microsoft announces a 'community-first' approach to AI infrastructure, promising to cover electricity costs, create jobs, and minimize water usage as data centers face widespread opposition.
TD Cowen analyst Marc Bianchi increased Helmerich & Payne's price target to $35 on January 7, citing potential gains from US actions in Venezuela, while the company seeks to recover $90 million in unpaid invoices and 11 rigs seized in 2010.
Evercore ISI analysts select Apple as their top hardware pick for 2026, citing AI upgrades to Siri and a strong product cycle. The stock has lost nearly 5% this year.
BlackRock's survey reveals investors are moving AI investments from big tech to energy and infrastructure providers, with only 7% seeing AI as a bubble.
Keefe Bruyette lowered Block's price target to $85 while Citi maintained a Buy rating. Block also announced an expanded partnership with Thrive for sellers.
Mar Vista Investment Partners released its Q4 2025 investor letter, reporting a +0.20% net gain. The letter discussed market conditions and provided commentary on Microsoft Corporation's stock performance and AI investments.