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The Latest Breaking News from Gil Luria

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

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

AGI is here, Nvidia CEO Jensen Huang has declared. Here’s why the market doesn’t care

If AI were really about to unleash the explosive growth its boosters predict, economists say it should show up somewhere surprising: real interest rates.

Fortune

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How SpaceX’s most-feared trading day turned into a 6% rally

“These are not people waiting to get their first dollar back,” a former SpaceX employee told Fortune. “We’ve had chances over the past 10 years.”

Fortune

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

‘A lot of panic around the AI investment’: How a chip slump is driving the Nasdaq toward correction

It’s a chip panic that “appears to be indiscriminate,” analysts say.

Fortune

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

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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

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

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

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

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

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

‘That doesn't sound very healthy’: Amazon’s reported tokenmaxxing might gamify AI usage, analyst warns

Amazon employees are reportedly gaming internal AI leaderboards to inflate their token counts.

Fortune

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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

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

Should You Buy Apple Stock Before April 30? Bank of America Says Yes.

Analysts expect strong iPhone 17 demand to drive positive results for Apple.

Barchart

Should You Buy the SoundHound Stock Dip as CFO Exits?

SoundHound shares sink as CFO Nitesh Sharan announces his departure. D. A. Davidson recommends loading up on SOUN stock on the pullback.

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Barchart

Oracle Is Treading Water Below Its Moving Averages After Earnings. How Should You Play ORCL Stock Here?

Oracle reports a strong Q3 and issued upbeat future guidance. D. A. Davidson analyst explains why ORCL stock is still cheap to own.

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.

Axios

AI infighting erupts as Sam Altman and Elon Musk squabble online

Top executives are clashing over ads, chips, and the future of the technology.

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.

Kiplinger

Tech Stocks Fuel Strong Start to the Week: Stock Market Today

The blue-chip Dow Jones Industrial Average extended its run above 50,000 on Monday and there are plenty of catalysts to keep the 30-stock index climbing.

Fortune

Big Tech’s $630 billion AI spree now rivals Sweden’s economy, unsettling investors: ‘We’ve never invested this much on anything before’

Big Tech’s $630 billion AI spending spree now rivals Sweden’s economy, unsettling investors: “We’ve never invested this much on anything before.”

Axios

Why Oracle keeps sparking AI-bubble fears

Oracle's stock, already in a deep slump, is still stumbling, and jarring investors.

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