JPMorgan analyst Gokul Hariharan increased TSMC's price target to NT$2,100 on January 7, maintaining an Overweight rating and forecasting robust revenue growth through 2026-2027 driven by AI demand.
Gold eased from a record high after weaker-than-expected US inflation data and renewed White House attacks on the Federal Reserve, while silver briefly topped $89 an ounce.
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.
Bank of America analyst Justin Post maintained a Buy rating on Amazon with a $303 price target, noting potential AI sentiment improvement by 2026 driven by AWS capacity growth and Rufus usage.
US stocks fell Tuesday as inflation held steady and JPMorgan's earnings missed expectations. The Dow dropped 0.8%, while the S&P 500 and Nasdaq also declined. Federal Reserve Chair Jerome Powell faces a Justice Department investigation, drawing criticism from President Trump and support from bankers.
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.
Chipotle Mexican Grill reaffirmed its full-year 2025 guidance on Jan. 12, projecting low single-digit same-store sales decline and announcing leadership changes. CEO Scott Boatwright expressed confidence in the 2026 strategic plan.
BMO Capital downgraded Adobe to Market Perform, cutting its price target to $375, citing limited catalysts and rising competition from Canva among students and freelancers.
Oil prices hit one-month highs as U.S. President Trump threatens action over Iran protests, raising fears of Middle East supply disruptions, including potential Strait of Hormuz closure.
BMO Capital reaffirms Market Perform rating for Bloom Energy after AEP exercises option for 900MW fuel cell purchase, linked to a Wyoming data center project under a 20-year PPA.
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.
Jim Cramer defends Nike and CEO Elliott Hill amid analyst downgrades and a 15% stock rise since mid-December, despite an 8% annual drop.
Mizuho analyst Vijay Rakesh downgraded Qualcomm from Outperform to Neutral on January 9, lowering price target to $175 and cutting revenue and earnings forecasts through FY28.
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.
Piper Sandler upgraded PBF Energy stock on January 8, citing West Coast market tightening. The Martinez refinery rebuild is now expected into February after a 2025 fire. The firm could benefit from potential Venezuelan crude imports.