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Analyst Calls: Goldman | AI Spending Boom Runs Through 2028 — When Does Supply Finally Catch Demand?

Track top analyst upgrades, downgrades, and target price revisions across major sectors to help you identify actionable opportunities and anticipate market sentiment shifts.

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    • Goldman: AI Spending Boom Runs Through 2028 — When Does Supply Finally Catch Demand?

      09-01
    • Morgan Stanley Sees SpaceX At $3.5T By 2040; Musk Says 2033

      08-28
    • Nvidia's Bull Run Reboots? Analyst Sets Street-High $550 Price Target

      08-28
    • Citadel Sees Compute Scarcity As AI's Top Bottleneck, Hyperscalers As Eventual Winners

      08-25
    • Nomura: HK Hedge Funds Like AI But Won't Add Exposure; Anthropic IPO May Spark October AI Selloff

      08-25
    • Cathie Wood Keeps Buying Circle On The Way Down, Says Wall Street Misreads It

      08-25
    • Goldman Sachs Bombshell: China Enters Go Global 3.0 Era

      08-24
    • GS Boosts Global WFE Spend View; Memory & Advanced Foundry Lead The Cycle

      08-24
    • The 5% Line In The Sand: Hartnett Warns Bessent's "Quasi-QE" Could Trigger A Short-Everything Trade

      08-24
    • Stock Markets Can’t Rely on Tech to Power Gains Anymore

      08-04
    • Micron Stock Falls. Here’s What’s Overshadowing Big Tech Spending.

      08-03
    • Big Investors Think It Might Be Time To Buy In South Korea

      08-03
    • Sløk Flags Systemic Cross-Asset Risks; AI Turmoil Is Just The Starting Point

      07-30
    • SK Hynix's Profit Surges Sixfold, But Analyst Warns: This Might Be The Peak

      07-29
    • NVIDIA CDS Hits Record Surge, Oracle Downgraded – When "Circular Financing" Meets the Bond Ceiling

      07-28
    • SpaceX Approaches $100: Where Is The Market's Mispricing?

      07-28
    • BofA's Hartnett: The Bond Market, Not A Bubble, Is The Biggest Threat To The AI Bull Market

      07-27
    • Is the Bond Market the Biggest Enemy of the AI Bull Run, Not the Bubble? BofA's Hartnett Issues a New Warning

      07-27
    • Morgan Stanley Warns: AI Storage Rally Nears Inflection Point, Memory Prices May Peak In Q4

      07-24
    • Microsoft’s 3 Secret Weapons Could Send Its Stock 50% Higher — The Growth Story Wall Street May Be Missing

      07-22
    • neo26000neo26000
      ·07-30
      Peak was 194. Now less than 124 oni you tell. Someone forgot to release the news?[Observation] [Doubt]  [OMG]  

      SK Hynix's Profit Surges Sixfold, But Analyst Warns: This Might Be The Peak

      SK Hynix's Profit Surges Sixfold, But Analyst Warns: This Might Be The Peak
      看651回复Comment
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      编组 21备份 2Share
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    • xupper22xupper22
      ·07-28
      Even before IPO, my milestones were already $60, with my real target as $30. These targets have not changed.

      SpaceX Approaches $100: Where Is The Market's Mispricing?

      SpaceX Approaches $100: Where Is The Market's Mispricing?
      看1.16K回复Comment
      点赞5
      编组 21备份 2Share
      Report
    • Upswing118Upswing118
      ·07-28
      This won't sound good for those who already invested, I would go in when it reaches 80-85.[Glance]  

      SpaceX Approaches $100: Where Is The Market's Mispricing?

      SpaceX Approaches $100: Where Is The Market's Mispricing?
      看693回复Comment
      点赞4
      编组 21备份 2Share
      Report
    • TigerMumNicNTigerMumNicN
      ·07-09
      What is propelling the stock price increase for alibaba and Bidu?

      HK Movers | Alibaba Rises Another 5%, Extending Rally on AI Cloud Growth Expectations and Analyst Upgrades

      On July 9, Alibaba-W rose 3.07% in regular trading, trading at 110.3 HKD/share with turnover of 4.939 billion HKD, extending the prior session's surge of over 12%.The continued strength is driven by...
      HK Movers | Alibaba Rises Another 5%, Extending Rally on AI Cloud Growth Expectations and Analyst Upgrades
      看764回复Comment
      点赞1
      编组 21备份 2Share
      Report
    • setia100setia100
      ·07-09
      Does Warren Buffet's new CEO acquiring AI stocks ?

      Nvidia’s Stock Trades at a Juicy Discount, According to BofA

      An analyst recommends investors take advantage of the ‘enhanced’ buying opportunity brought upon by sustained underperformance.
      Nvidia’s Stock Trades at a Juicy Discount, According to BofA
      看1.02K回复Comment
      点赞3
      编组 21备份 2Share
      Report
    • neo26000neo26000
      ·07-30
      Peak was 194. Now less than 124 oni you tell. Someone forgot to release the news?[Observation] [Doubt]  [OMG]  

      SK Hynix's Profit Surges Sixfold, But Analyst Warns: This Might Be The Peak

      SK Hynix's Profit Surges Sixfold, But Analyst Warns: This Might Be The Peak
      看651回复Comment
      点赞3
      编组 21备份 2Share
      Report
    • xupper22xupper22
      ·07-28
      Even before IPO, my milestones were already $60, with my real target as $30. These targets have not changed.

      SpaceX Approaches $100: Where Is The Market's Mispricing?

      SpaceX Approaches $100: Where Is The Market's Mispricing?
      看1.16K回复Comment
      点赞5
      编组 21备份 2Share
      Report
    • Upswing118Upswing118
      ·07-28
      This won't sound good for those who already invested, I would go in when it reaches 80-85.[Glance]  

      SpaceX Approaches $100: Where Is The Market's Mispricing?

      SpaceX Approaches $100: Where Is The Market's Mispricing?
      看693回复Comment
      点赞4
      编组 21备份 2Share
      Report
    • TigerMumNicNTigerMumNicN
      ·07-09
      What is propelling the stock price increase for alibaba and Bidu?

      HK Movers | Alibaba Rises Another 5%, Extending Rally on AI Cloud Growth Expectations and Analyst Upgrades

      On July 9, Alibaba-W rose 3.07% in regular trading, trading at 110.3 HKD/share with turnover of 4.939 billion HKD, extending the prior session's surge of over 12%.The continued strength is driven by...
      HK Movers | Alibaba Rises Another 5%, Extending Rally on AI Cloud Growth Expectations and Analyst Upgrades
      看764回复Comment
      点赞1
      编组 21备份 2Share
      Report
    • setia100setia100
      ·07-09
      Does Warren Buffet's new CEO acquiring AI stocks ?

      Nvidia’s Stock Trades at a Juicy Discount, According to BofA

      An analyst recommends investors take advantage of the ‘enhanced’ buying opportunity brought upon by sustained underperformance.
      Nvidia’s Stock Trades at a Juicy Discount, According to BofA
      看1.02K回复Comment
      点赞3
      编组 21备份 2Share
      Report
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