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The Latest Breaking News from DA Davidson

Wall Street Is Valuing Oracle's $630B AI Backlog at 'Zero' — A Mistake, Analyst Says

Oracle Corp. (NYSE:ORCL) has become one of Wall Street’s biggest artificial intelligence winners, landing massive cloud infrastructure contracts as enterprises race to secure AI computing capacity. But according to Gil Luria, managing director and head of Technology Research at DA Davidson, investors have repeatedly misjudged the company’s AI opportunity.

Benzinga

AI is forcing Big Tech to do something it's never done: Spend more than it earns, and Wall Street hates it

The Mag7 had its worst day Thursday since the tariff-driven selloff last April.

Fortune

4 Reasons to Buy Alphabet Stock After the CAPEX Shock: Bank of America

Shares of Alphabet Inc. (NASDAQ:GOOGL) suffered their biggest one-day decline since May 2025 after the company surprised investors with another massive increase in artificial intelligence spending.

Benzinga

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Palantir Stock Just Scored a New Upgrade. Wall Street Says It Provides a Critical AI Orchestration Layer.

DA Davidson has upgraded Palantir, citing its growing advantage in helping enterprises manage an increasingly complex AI ecosystem.

Barchart

1 Adobe Insider Just Boosted His Stake by 130%. Why He Is Betting Big on ADBE Right Now.

David Ricks is betting big on Adobe as the company tries to shrug off AI fears.

Barchart

Dear Box Stock Fans, Mark Your Calendars for May 26

Box is heading into a make-or-break May 26 earnings moment as investors wait to see if its AI push can finally turn into serious business traction.

Barchart

Nebius Group Pulls Back 9% After a Downgrade Despite Strong Earnings

Nebius Group fell nearly 9% after a DA Davidson downgrade, despite reporting 684% revenue growth and reiterating its 2026 guidance of $3B to $3.4B.

MarketBeat

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Micron Investors Face a High-Stakes Moment After the Latest Rally

Micron's May peak is the signal for investors to raise capital in preparation for an upcoming entry point; catalysts include Q3 results scheduled for June.

MarketBeat

Reddit Stock Is an Earnings Season Winner. Investors Thank Advertising Revenue for That.

Reddit reported that advertising revenue was up more than 70%.

Barchart

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

With last year's record revenue and a solid momentum, could AMD be cast into an upcoming role in building data center expansion?

Barchart

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

The Market Has Always Been Late to Recognize AMD’s Technology. This Means You Can Be Early.

Not being Wall Street's darling has its own perks. AMD still trades at a discount after 71% gains so far in April.

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

Retirees are facing a $345,000 bill they never saw coming — and most aren't prepared

Healthcare costs in retirement can rival a second mortgage. Optimism bias and Medicare myths are leaving Americans dangerously underprepared.

Fortune

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Barchart

Okta Is Pushing Higher. Should You Chase the Rally in OKTA Stock After Earnings Here?

Okta stock is rallying on a market-beating Q4. D.A. Davidson sees upside in OKTA shares to $110 by year-end.

Barchart

Goldman Sachs Says MP Materials Stock Can Gain More Than 30% From Here. Should You Buy MP Stock?

The analyst's "Buy" call underscores MP’s strategic role in strengthening U.S. supply chains. Will this positioning drive the stock’s next leg higher?

Barchart

Broadcom Is ‘Sitting on a Sinking Iceberg.’ Why 1 Analyst Is Warning on AVGO Stock Here.

D.A. Davidson maintains a cautious stance on Broadcom, warning hyperscalers may increasingly shift toward alternative, customized solutions.

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.

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news in one place.

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Barchart

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

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.

Benzinga

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

Why C3.ai Q2 Revenue Beat Impresses Analysts

C3.ai Inc (NYSE:AI) shares rose in early trading on Thursday, after the company on Wednesday reported upbeat fiscal second-quarter results.

Benzinga

CrowdStrike Stock Slides Despite Upbeat Q3, Falcon's Wingspan Widens

Shares of CrowdStrike Holdings Inc (NASDAQ:CRWD) tanked in early trading on Wednesday, despite the company reporting upbeat fiscal third-quarter results.

Benzinga

Applied Materials To Rally Around 20%? Here Are 10 Top Analyst Forecasts For Tuesday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

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.

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