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The Latest Breaking News from Gil Luria

‘That doesn't sound very healthy’: Amazon’s reported tokenmaxxing might gamify AI usage, analyst warns

Amazon employees are reportedly gaming internal AI leaderboards to inflate their token counts.

Fortune

Micron Stock Just Got a New Street-High Price Target. Should You Buy Shares Now?

Micron's stock got a fresh street-high target from DA Davidson.

Barchart

As Intel Triggers a Major Rally in Semiconductor Companies, DA Davidson Hikes Its AMD Stock Price Target by More Than 70%

Intel's surprising quarter has given one major analyst all the ammunition needed to completely rethink Advanced Micro's story.

Barchart

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Should You Buy Apple Stock Before April 30? Bank of America Says Yes.

Analysts expect strong iPhone 17 demand to drive positive results for Apple.

Barchart

Should You Buy the SoundHound Stock Dip as CFO Exits?

SoundHound shares sink as CFO Nitesh Sharan announces his departure. D. A. Davidson recommends loading up on SOUN stock on the pullback.

Barchart

Oracle Is Treading Water Below Its Moving Averages After Earnings. How Should You Play ORCL Stock Here?

Oracle reports a strong Q3 and issued upbeat future guidance. D. A. Davidson analyst explains why ORCL stock is still cheap to own.

Barchart

As Amazon ‘Scrambles to Catch Up,’ 1 Analyst Is Jumping Ship on AMZN Stock

Amazon is ramping up a massive $200 billion AI spending push, but Wall Street is growing uneasy, and DA Davidson downgraded AMZN to Neutral.

Barchart

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AI infighting erupts as Sam Altman and Elon Musk squabble online

Top executives are clashing over ads, chips, and the future of the technology.

Axios

Oracle Heads Toward Key Resistance Levels After Analyst Upgrade. Should You Buy ORCL Stock Here?

Oracle stock rallied as D.A. Davison upgraded it to a “Buy.” Here’s why Gil Luria recommends buying ORCL shares at current levels.

Barchart

Tech Stocks Fuel Strong Start to the Week: Stock Market Today

The blue-chip Dow Jones Industrial Average extended its run above 50,000 on Monday and there are plenty of catalysts to keep the 30-stock index climbing.

Kiplinger

Big Tech’s $630 billion AI spree now rivals Sweden’s economy, unsettling investors: ‘We’ve never invested this much on anything before’

Big Tech’s $630 billion AI spending spree now rivals Sweden’s economy, unsettling investors: “We’ve never invested this much on anything before.”

Fortune

Why Oracle keeps sparking AI-bubble fears

Oracle's stock, already in a deep slump, is still stumbling, and jarring investors.

Axios

Even If There Is an AI Bubble, Wall Street Says You Should Keep Buying This Magnificent 7 Stock

DA Davidson says that whether there is or is not a bubble, Microsoft is a solid buy here.

Barchart

Snowflake Q3 AI Momentum Spikes Bookings 50%; Upside Falls Short Of Q2

Shares of Snowflake Inc. (NYSE:SNOW) tanked in early trading on Thursday, even after the company reported upbeat third-quarter results on Wednesday.

Benzinga

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Benzinga

Nvidia Quells 'AI Bubble' Fears With 'Drop The Mic Quarter/Guidance'

Analysts raise estimates and price targets on NVIDIA Corporation (NASDAQ:NVDA) after third-quarter revenue and earnings per share beat estimates and guidance came in ahead of expectations.

Benzinga

Top Analyst Says Oracle's 'Irresponsible' AI Bet Differs From 'Healthy' Microsoft And Google Demand: A 'Bad Business' With 'Very Low Margins'

A prominent technology analyst has slammed Oracle Corp.'s (NYSE:ORCL) high-profile AI strategy, labeling it “bad behavior” and an “irresponsible investment” that relies on speculative demand, unlike the “healthy” and established customer-driven AI buildouts at Microsoft Corp. (NASDAQ:MSFT), Amazon.com Inc. (NASDAQ:AMZN), and Alphabet Inc.‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google.

Fortune

Data-center operator CoreWeave is a stock-market darling. Bears see it as a symbol of the AI infrastructure bubble

Cloud-computing giant CoreWeave is valued at more than $50 billion, but a heavy debt load represents a major vulnerability.

Benzinga

Datadog Posts 'Great' Q3 Beat, Analysts Praise 'Compounding Growth Ahead'

Shares of Datadog Inc (NASDAQ:DDOG) came under pressure in trading on Friday, despite an upbeat third-quarter results on Thursday.

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news in one place.

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Benzinga

Shopify's 'Standout' Growth And 'Major Untapped' Ad Opportunity Impress Wall Street

Shopify Inc. (NASDAQ:SHOP) is gaining momentum, driven by accelerating growth, an expanding international footprint, and rising influence in artificial intelligence-powered "agentic commerce."

Fortune

Meet the power broker of the AI age: OpenAI's 'builder-in-chief' helping to turn Sam Altman's trillion-dollar data center dreams into reality

Greg Brockman is OpenAI's master builder, steering a $1.4 trillion infrastructure buildout with stakes that go far beyond the tech sector.

Axios

What's next for the Big Tech stocks?

Five of the Magnificent 7 reported earnings this week: All but Meta jumped afterward, with Amazon hitting a record high.

Benzinga

Amazon's Record-Smashing Stock Rally Isn't Over, Analyst Says: 'AWS Remains The Star Of The Show'

Amazon.com Inc (NASDAQ:AMZN) analysts are raising their price targets on the stock after the company beat revenue and earnings-per-share estimates in the third quarter and posted strong growth in the AWS cloud segment.

Benzinga

Apple Experts Bullish After Q4—'Eventual Winner' In AI

Apple, Inc. (NASDAQ:AAPL) reported strong fourth-quarter results on Thursday, delivering record sales in both iPhone and Services and showing solid underlying demand.

Axios

OpenAI's future IPO frenzy

The prospect of taking the ChatGPT-maker public is unleashing a financial frenzy.

International Business Times

OpenAI Big Chip Orders Dwarf Its Revenues -- For Now

OpenAI is ordering hundreds of billions of dollars worth of chips in the artificial intelligence race, raising questions among investors about how the startup will finance these purchases.

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