QUALCOMM Incorporated (QCOM): Advancing AI and 5G Amid Semiconductor Sector Challenges
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Author Archive - Affan Mir
Microsoft Corporation (MSFT): Transforming Workforce Skills Through AI Innovations and Strategic Partnerships
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Raymond James Raises Amazon.com, Inc. (AMZN) Price Target to $260, Citing Generative AI Growth and Stable Outlook
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Alphabet Inc. (GOOGL)’s Isomorphic Labs to Begin Clinical Trials for AI-Designed Drugs, Targeting Faster Drug Discovery
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Citi Lowers Advanced Micro Devices, Inc. (AMD) Price Target to $175, Highlights AI and Data Center Strength Ahead of Q4 Earnings
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Barclays Raises Arm Holdings plc (ARM) Price Target to $155, Citing Strong AI and Semiconductor Market Position
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UBS Initiates Buy Rating on Semtech Corporation (SMTC) with $85 Target, Highlighting AI Data Center Growth Potential
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Jefferies Upgrades Genpact Limited (G) to Buy, Citing Accelerated Growth in Data-Tech-AI and Digital Operations Segments
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Riot Platforms, Inc. (RIOT) Explores Transition to AI and HPC Applications with 600 MW Capacity at Corsicana Facility
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Oddity Tech Ltd. (ODD) Acquires Fionic1’s AI Technology to Enhance AI-Driven Beauty and Wellness Solutions
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VCI Global Limited (VCIG) Secures $100M Investment to Expand AI Operations and Renewable Energy Projects
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10 AI News You Should Not Miss
AI is rapidly advancing, with significant strides being made toward achieving more powerful and capable systems.
10 AI News Making Waves on Wall Street
Chris Caso, a senior analyst at Wolfe Research, discussed key trends in the semiconductor industry in an interview with CNBC. He highlighted TSMC’s strong performance.
Xometry Inc. (XMTR): AI-Driven Manufacturing Solutions
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Morgan Stanley Names Atlassian Corporation (TEAM) Top Pick for 2025, Boosts Price Target to $315 on Strong Growth Outlook
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Cantor Fitzgerald Initiates Microsoft Corporation (MSFT) with Overweight Rating and $509 Target, Highlighting Azure’s AI-Driven Growth
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Barclays Raises NVIDIA Corporation (NVDA) Price Target to $175, Highlights AI Leadership in 2025 Semiconductor Outlook
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KeyBanc Upgrades Applied Materials, Inc. (AMAT) to Overweight, Highlights AI Growth and Attractive Valuation
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Citi Upgrades Cloudflare (NET) to Buy, Citing AI Growth Potential and $5B Revenue Target by 2028
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Arm Holdings plc (ARM) Appoints Eric Hayes as EVP of Operations to Drive AI Market Expansion and Operational Excellence
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Barclays Upgrades Lumentum Holdings Inc. (LITE) to Overweight, Forecasting Strong Growth in 2025 Driven by U.S. Supply Chain Shifts
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Energy Vault Holdings, Inc. (NRGV) Partners with NuCube Energy to Deliver Scalable, Carbon-Free Energy Solutions for AI Data Centers
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Palladyne AI Corp. (PDYN) Secures Air Force Contract to Enhance AI Software for U.S. UAVs with Next-Gen Chipsets
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Oklo Inc. (OKLO) Partners with RPower to Develop Scalable, Sustainable Energy Solutions for Data Centers with Next-Generation Nuclear Power
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10 AI News You Probably Missed
According to Synergy Research Group, data center M&A activity set a new record in 2024, with deals totaling $57 billion, compared to the previous high of $52 billion in 2022.
Applied Digital Corporation (APLD): AI and High-Performance Computing
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BigBear.ai Holdings Inc. (BBAI): AI-Driven Analytics and Decision Support
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Webuy Global Ltd (WBUY): AI-Powered Social Commerce
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Stagwell Inc. (STGW): AI-Enhanced Marketing and Communications
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Verint Systems Inc. (VRNT): AI in Customer Engagement Optimization
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Fastly, Inc. (FSLY): Transforming Digital Experiences Through AI
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Docebo Inc. (DCBO): AI-Powered Learning Platforms for Businesses
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Cohu, Inc. (COHU): A Key Player in AI with Sub-$2 Billion Valuation
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Innodata Inc. (INOD): AI Data Transformation for Enterprises
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Penguin Solutions, Inc. (PENG): Advanced AI and Data Processing
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PROS Holdings, Inc. (PRO): AI-Driven Pricing and Revenue Management
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Serve Robotics Inc. (SERV): Revolutionizing Delivery with AI Robotics
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Blaize Holdings, Inc. (BZAI): AI Hardware for Edge Computing
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Riskified Ltd. (RSKD): AI Solutions for Fraud Prevention
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CEVA, Inc. (CEVA): AI and DSP Solutions Below $2 Billion Market Cap
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Cerence Inc. (CRNC): Redefining In-Car AI Experiences
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Mitek Systems, Inc. (MITK): AI Identity Verification Solutions
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Mercurity Fintech Holding Inc. (MFH): AI-Powered Fintech Innovations
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Rezolve AI Limited (RZLV): Driving AI Innovations in Retail
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Arbe Robotics Ltd. (ARBE): AI Radar Solutions for Autonomous Vehicles
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SES AI Corporation (SES): Innovations in AI Energy Solutions
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Absci Corporation (ABSI): AI in Biopharma Discovery
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POET Technologies Inc. (POET): AI in Photonics Innovations
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Perfect Corp. (PERF): AI-Driven Beauty Tech Innovations
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Perion Network Ltd (PERI): AI-Powered Digital Advertising
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