The Latest Breaking News from Gil Luria

Micron Is About to Triple to $3,000, Says Analyst: ‘If You Don’t Buy It, They Will’

D.A. Davidson analyst Gil Luria raised Micron’s price target to $3,000, saying AI memory demand will outpace supply through 2028 as hyperscalers lock in capacity—implying the stock could roughly triple.

Barchart · Oct 7

Trump tells Americans not to ‘kill the golden goose’ rejecting voters’ turn against AI and data centers

Bernie Sanders and Steve Bannon are uniting against AI just as Trump, the other main character from the 2016 era in politics, stands for acceleration.

Fortune · Sep 14

Wall Street’s AI doomsday trade is here: chipmakers sink while hyperscalers gain

Nvidia fell more than 3% while Meta, Microsoft and Alphabet rose, as investors begin to separate the companies that need endless AI capex from those that could profit by cutting it.

Fortune · Sep 14

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 · Jul 23

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 · Jul 6

Microsoft Is One of the Most Mispriced AI Stocks Today. Here’s Why It Is About to Surge Soon.

Microsoft is facing the brunt of software stock negativity while continuing to invest heavily in AI.

Barchart · Jul 6

Palantir Just Scored a New 'Buy' Rating. What Comes Next for PLTR Stock.

Palantir stock gains as D. A. Davidson upgrades it to “Buy.” Here’s why analyst Gil Luria recommends buying PLTR shares at current levels.

Barchart · Jul 2

Dow Adds 929 Points on New Signs of Peace: Stock Market Today

If nothing else, President Donald Trump knows how to use the tools at his command to generate attention, in markets as well as any public sphere.

Kiplinger · Jun 11

AI productivity gains are real but so is bad management: 'Leaders are really struggling to articulate what the vision and strategy is'

In the meantime, BCG's David Martin told Fotune, fear runs amok. "A sharing culture is incredibly important, but it's not natural for fearful employees.”

Fortune · Jun 5

D.A. Davidson Goes Neutal On CoreWeave. It’s Hard to Chart a Path Forward for CRWV.

The firm has lowered its price target to $100. What does that mean for investors?

Barchart · May 21