Why BNP Paribas Is Setting Its Sights on $399 for Nebius Stock BNP Paribas has raised Nebius’ price target to $399 after its stellar earnings. Barchart · 17h ago
Rising oil prices, inflation to create headwinds for India's economic growth: BNP Paribas BNP Paribas expects India’s economic outlook to come under greater pressure as higher crude prices, rising inflation and weaker rural and industrial indicators weigh on growth. While credit growth, auto sales and food-grain stocks remain supportive, the brokerage says elevated oil prices could also leave the RBI with less room… The Economic Times · 21h ago
Ciena Stock Heats Up After Evercore Upgrade. How $550 Could Be the Next Stop. With optical connectivity, Ciena could find itself selling one of the most important solutions. Barchart · Sep 26
This Analyst Just Upgraded Synopsys Stock. Here's Why. Synopsys shares rally as BNP Paribas upgrades them to "Neutral." Here’s what made analyst Andrew DeGasperi upgrade SNPS stock today. Barchart · Sep 24
BNP Paribas to keep sensitive data off public cloud despite Google deal BNP Paribas will keep some sensitive customer data and critical operations off public cloud infrastructure even after signing a five-year cloud and AI partnership with Google, the French bank said on Thursday. The Economic Times · Sep 24
Meta One Subscriptions Show Positive Early Signs, Analysts Forecast Long-Term Growth Meta added pricier business subscription tiers and posted a surge in Instagram and Facebook in-app purchases; analysts are assessing subscriptions and Muse as future non-ad revenue drivers. MarketBeat · Sep 24
Microsoft Has More Irons in the Fire and Continues to Be an Attractive Big Tech Name The company's cloud unit has two, major, upcoming, positive catalysts. Barchart · Sep 24
FLNC Stock Alert: What to Know as Fluence Energy Cuts Guidance Fluence Energy stock sinks as management lowers full-year guidance. BNP Paribas cuts its price target on FLNC shares to just $5. Barchart · Sep 17
US Market: J.P. Morgan, BNP Paribas expect ECB rate hike in December as inflation risks persist J.P. Morgan and BNP Paribas now expect the European Central Bank to deliver another 25-basis-point rate hike in December, reversing their earlier calls for the tightening cycle to end without a December increase. Persistent inflation risks, elevated energy prices and resilient economic growth are driving the shift, while markets are… The Economic Times · Sep 4
Spicy Stocks: Why BNP Thinks Jalapeño Could Benefit Broadcom Stock BNP Paribas sees OpenAI’s Jalapeño, a custom AI inference chip developed with Broadcom, as a positive for AVGO stock as demand for specialized AI infrastructure grows. Barchart · Aug 27
Nvidia at heart of data centre revolution, says BNP Paribas; sees 36% upside BNP Paribas has issued an outperform rating on Nvidia with a target price of $285, implying a 36% upside. The brokerage highlighted Nvidia's role in the data centre revolution, accelerated computing, strong Q2 financial results, and robust demand for its Blackwell and Vera Rubin platforms despite supply chain constraints. The Economic Times · Aug 27
Meta’s $145 Billion Spending Scare Just Opened a Window for Investors. Here’s How High the Stock Could Go. Meta's massive AI spending is crushing free cash flow, but BNP Paribas sees multiple ways the company could eventually turn its enormous computing capacity into a new source of revenue. Barchart · Aug 25
AI could slow affluent India; QSRs, credit cards may show stress first: BNP Paribas’ Kunal Vora Coming to loans, personal loans increased by 13% in FY25 and FY26 which is softer versus the earlier years. Also, the recent resurgence in personal loans has been supported by the GST rate cut which is driving the demand for automobiles and the spike in gold price is driving the… The Economic Times · Aug 5
Microsoft’s stock has biggest one-day gain since 2008, adding $480 billion in market value as cloud business booms Azure crossed $100 billion in revenue for the first time, and a new disclosure about OpenAI offered some respite. Fortune · Jul 30
The Economic Times · Jul 23 Global Market: BNP Paribas Q2 profit jumps 33% on strong trading, retail rebound; beats estimates BNP Paribas reported a better-than-expected 33% rise in second-quarter net profit to €4.35 billion, driven by strong equity trading, a recovery in retail banking and gains from its revamped insurance partnership with Ageas.
The Economic Times · Jul 12 HCL Tech Q1 preview: Revenue may dip QoQ; net profit could rise on currency depreciation HCL Technologies is expected to report a mixed performance for the June quarter, with brokerages forecasting steady year-on-year profit growth but sequential revenue weakness. Investors will closely watch AI-led demand, margins, deal wins and any changes to the company's FY27 guidance.
Barchart · Jun 26 The Hidden Reason Why Wall Street Is Still Bullish on Credo Stock Despite this week's pullback, the stock has received positive comments from one Wall Street analyst.
Barchart · Jun 10 Oracle Earnings Could Reveal a Massive $100 Billion Spending Surge. Here Is Why You Should Still Buy ORCL Stock. BNP Paribas expects Oracle to increase its capital spending in the June 10 earnings report.
Fortune · Jun 8 How retail investors can participate in the SpaceX IPO The SpaceX IPO is expected to price Thursday evening, with shares trading Friday on the Nasdaq under the ticker SPCX.
The Economic Times · Jun 6 Musk's SpaceX IPO jolts life back into European retail investing European retail investors are eagerly eyeing the SpaceX IPO, with an unusually large allocation planned across several countries. While platforms are inviting applications, experts caution about the risks associated with the loss-making company's high valuation and limited float size for individual investors.
Barchart · Jun 3 BNP Paribas Initiates Coverage on CoreWeave. That Means CRWV Stock Could Soar 71% from Here. BNP Paribas has initiated coverage on CoreWeave with a bullish outlook, arguing that the AI cloud infrastructure provider is well positioned to capitalize on surging demand for GPU computing, with its price target implying roughly 71% upside from current levels.
Barchart · Jun 3 This Analyst Just Turned Bullish on CoreWeave Stock. Here’s Why BNP Paribas initiated coverage on CoreWeave stock with an “Outperform” rating. Here’s why the firm’s analysts are bullish on CRWV shares for 2026.
Kiplinger · May 27 Wall Street's 6 Top World Cup Stock Picks The World Cup kicks off this month and could give the global economy a $40 billion jolt. These are some of the stocks analysts think could benefit.
TechRadar · May 19 Why your next cybersecurity upgrade isn’t an AI agent—it’s a dotBrand domain name DotBrand domains offer a new way to reduce phishing and strengthen digital trust.
The Economic Times · May 11 Alphabet, Amazon tap overseas debt markets to fund AI infrastructure push As the race to dominate artificial intelligence heats up, major technology firms are escalating their borrowing. Alphabet plans to launch its debut bond sale in yen, while Amazon is eyeing its initial offering in Swiss francs. These actions reflect the worldwide push for AI investment, showcasing how businesses are turning…