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Adobe Analysts Highlight AI Growth, Demand Trends: 'Could Mark An Inflection' In Investor Perception
Thursday, March 13, 2025 - 11:18am | 484Adobe Inc (NASDAQ:ADBE) analysts highlight the company's AI opportunities and future growth after the company beat revenue and earnings per share estimates in the first quarter. The Adobe Analysts: Goldman Sachs analyst Kash Rangan reiterated a Buy rating on Adobe with a $640 price target. JPMorgan...
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David Tepper, Rausing Family Boost Nvidia Holdings Ahead Of Stock Volatility
Friday, February 14, 2025 - 4:47pm | 335NVIDIA Corp (NASDAQ:NVDA) has been Wall Street’s darling since 2020 with its share price rocketing up 1,800% amid the “AI boom.” The Santa Clara, California-based company’s stock took a tumble in January following news of Chinese AI entrant DeepSeek’s success in...
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Amazon Says 1,000 GenAI Applications In Development, CEO Andy Jassy Sees 'Significant Productivity And Cost Savings'
Friday, February 7, 2025 - 12:36am | 497Amazon.com Inc. (NASDAQ:AMZN) is aggressively expanding its artificial intelligence capabilities, with CEO Andy Jassy revealing during the company’s fourth-quarter earnings call that approximately 1,000 generative AI applications are either built or in development across its business units....
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Microsoft Analysts Weigh Azure Weakness Against AI Strength: 'Most Compelling Investment Opportunities'
Thursday, January 30, 2025 - 4:11pm | 1122Microsoft Corporation (NASDAQ:MSFT) analysts balance the positives and negatives of Azure’s weakness and strength in AI from the company’s quarterly financial results. The Microsoft Analysts: Morgan Stanley analyst Keith Weiss maintained an Overweight rating on Microsoft and lowered...
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Magnificent 7 Earnings Hinge On AI Payoff: Analyst Flags Top Risks
Friday, January 17, 2025 - 9:45am | 438The Magnificent Seven earnings season is here, and while JPMorgan's Doug Anmuth expects strong results, the real test lies in 2025 outlooks. With tougher comps, FX headwinds, and slowing growth, investors will be watching closely to see if these tech giants can sustain momentum. AI Capex: Bet Big...
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IBM Joins Forces With L'Oréal To Drive Sustainable Beauty
Thursday, January 16, 2025 - 10:19am | 401L’Oréal seeks to leverage a tech giant’s generative artificial intelligence (GenAI) capabilities to enhance cosmetic formulations and promote sustainable materials. What Happened: L’Oréal formed a partnership with IBM (NYSE:IBM) to develop an innovative AI model designed to...
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Investors Bet Big On Alphabet, Uber, GenAI In 2025: What JPMorgan Survey Reveals
Monday, January 13, 2025 - 1:18pm | 423As 2025 kicks off, investors are feeling bullish about the U.S. Internet sector—and JPMorgan analyst Doug Anmuth's latest survey suggests optimism is running high. Nearly 100 investors shared their insights, revealing a market eager for tech-driven innovation despite looming challenges. The...
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Phunware Golden Cross Potential Sparks Fresh Market Interest
Monday, December 16, 2024 - 3:16pm | 567Phunware Inc. (NASDAQ:PHUN), once a darling of traders during Donald Trump's 2020 re-election campaign, may be on the verge of a significant technical milestone – a Golden Cross. Chart created using Benzinga Pro Despite recent bearish trends, this potential shift in momentum has sparked...
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Apple Strengthens GenAI With iOS 18.2: Genmoji, Image Playground Come To iPhone
Wednesday, December 11, 2024 - 1:30pm | 357Apple Inc (NASDAQ:AAPL) announced the release of iOS 18.2, iPadOS 18.2 and macOS Sequoia 15.2 on Wednesday morning, continuing its slow rollout of its AI-powered Apple Intelligence to devices. What’s New: The update brings the Image Playground, Genmoji and Writing Tools features to Apple...
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Oracle Juggles GenAI Ambitions, Tight IT Budgets: What's Next For The Stock?
Monday, December 9, 2024 - 9:46am | 572Oracle Corp (NYSE:ORCL) is finding itself at a pivotal crossroads as it juggles ambitious plans in generative AI (GenAI) and cloud infrastructure with the realities of cautious IT budgets. According to insights from JPMorgan analyst Mark R. Murphy, the tech giant's journey ahead is filled with...
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How Nvidia, PayPal, Adobe Are Driving GenAI's Productivity Revolution: Report
Wednesday, December 4, 2024 - 1:49pm | 736Generative AI isn't just hype—it's sparking opportunities for investors. At Bloomberg Intelligence's "GenAI: Will It Deliver on the Productivity Promise?" conference, tech titans and emerging innovators outlined how AI is reshaping industries from finance to healthcare. Here's where the next...
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Apple Q4 Results 'Better-Than-Feared': Analysts Highlight iPhone 16 Demand, Apple Intelligence Opportunity After 'Rock Solid Quarter'
Friday, November 1, 2024 - 12:19pm | 1013Apple Inc (NASDAQ:AAPL) beat analysts’ fourth-quarter revenue and earnings estimates, but guidance that came in below estimates has analysts questioning the future outlook after Thursday’s report. The Apple Analysts: Bank of America analyst Wamsi Mohan reiterated a Buy rating on Apple...
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Adobe Stock To Turn From Laggard To Leader, Analysts Highlight 'AI Monetization Opportunities' From MAX Creativity Conference
Tuesday, October 15, 2024 - 12:14pm | 1167Analysts see Adobe Inc (NASDAQ:ADBE) benefitting from new product announcements and a focus on GenAI value add-ons unveiled at the company’s MAX 2024 Creativity Conference this week. The Adobe Analysts: JMP Securities analyst Patrick Walravens maintained a Market Perform rating with no price...
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Azure Will Reaccelerate Amid AI Ramp Up, Analyst Says: Microsoft 'One Of The Most Compelling Investment Opportunities'
Thursday, October 10, 2024 - 1:38pm | 453A Goldman Sachs analyst says that Microsoft Corp (NASDAQ:MSFT) will soon reap the benefits of its investment into Azure and artificial intelligence. The Microsoft Analyst: In a note published Thursday, Goldman Sachs analyst Kash Rangan reiterated his Buy rating for Microsoft, lowering its...
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EXCLUSIVE: AI To 'Turbocharge' Alibaba's Cloud In Bid To Rival Microsoft, Amazon, Says Strategist
Thursday, September 12, 2024 - 2:07pm | 507Alibaba Group Holdings Ltd (NYSE:BABA) (NYSE:BABAF) isn't just aiming to dominate e-commerce—it's positioning itself as a major player in the AI revolution. AI-Powered Sales Assistants, Marketing Tools According to Derek Yan, Senior Investment Strategist at KraneShares, generative AI could...