Analyst Sees AI Infrastructure Growth Accelerating Through 2026
Gene Munster of Deepwater Asset Management says signals from Nvidia and TSMC indicate AI growth is accelerating, forecasting Nvidia revenue growth above 65% for 2026.
Author
Rick Kilback
Latest reporting and analysis by Rick Kilback.
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33 stories total
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KeyBanc Upgrades AMD Stock on Strong Hyperscaler Demand
KeyBanc analyst John Vinh upgraded AMD from Sector Weight to Overweight with a $270 target, citing surging hyperscaler demand, sold-out 2026 server CPUs, and potential price increases.
Trump Endorsement of Credit Card Bill Sparks Market Reaction
President Trump's endorsement of the Credit Card Competition Act on Jan. 12 triggered stock declines for Visa and Mastercard. The bill, which aims to lower swipe fees, adds regulatory pressure as markets react.
Elon Musk Seeks Billions in Damages from OpenAI and Microsoft
Elon Musk filed a claim seeking up to $134 billion from OpenAI and Microsoft, alleging wrongful gains from his early support. The companies have challenged the claims, calling the lawsuit baseless.
Analysts Raise Micron Targets Amid AI-Driven Memory Outlook
Citi and RBC Capital have increased price targets for Micron Technology, citing strong AI demand and HBM growth, with RBC forecasting record earnings.
IFF Stock Slips as Q4 Earnings Approach Amid Turnaround Concerns
International Flavors & Fragrances faces a 15.9% stock drop over 52 weeks ahead of its Q4 2025 earnings report, with analysts forecasting a 13.4% EPS decline. The company has beaten estimates for four consecutive quarters but grapples with revenue declines and operational challenges.
Credit Cards Recommended for Home Improvement Projects
Several credit cards with no annual fees, including Chase Freedom Unlimited, Amex Blue Cash Everyday, and Bank of America Customized Cash, are highlighted for home renovation spending, offering rewards and 0% intro APR periods.
Meta Platforms Emerges as Top Stock Split Contender for 2026
Meta Platforms is considered a leading candidate for a stock split in 2026, driven by its strong user base, financial performance, and market position. Research shows companies that split shares often outperform the market.
Ripple's RLUSD Stablecoin Reaches New High as Institutional Adoption Grows
Ripple's RLUSD stablecoin hits a record market cap above $1.38 billion, driven by partnerships like LMAX Group and regulatory approvals, while XRP sees limited direct benefit.