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The Latest Breaking News from Rosenblatt

What's Next After Nvidia's Market Cap Surpasses Apple and Microsoft?

Stock markets experienced a 'flippening' of sorts on Tuesday, as Nvidia became the world's biggest company by market cap, surpassing Apple and Microsoft. Here's what lies ahead for these $3 trillion giants as they vie for the crown.

Up 66% YTD, Is Arm Holdings Stock Overvalued?

Up 66% YTD, Is Arm Holdings Stock Overvalued?

Arm Holdings’ shares have surged, buoyed by robust financial performance, an optimistic outlook, and growing excitement around AI. However, has this rally potentially left the stock overvalued?

Here's How High Wall Street Thinks Super Micro Computer Stock Can Rise

Here's How High Wall Street Thinks Super Micro Computer Stock Can Rise

Shares of SMCI stock have nearly tripled so far in 2024, and they've delivered returns of 4,115% over the past decade. Can SMCI stock continue to march higher?

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Amazon Faces Antitrust Lawsuit Over Monopolistic Practices

FTC and 17 state governments accuse e-commerce giant of inhibiting competition and employing anti-competitive tactics.

How High Can Nvidia Stock Rally Amid the AI Boom?

Nvidia stock has more than tripled in 2023, and the rally seems far from over, with Rosenblatt predicting the shares will reach $1,100 over the next year.

Disney's Stock Suffers Double Trouble With Ron DeSantis Win, Earnings Miss

Media giant The Walt Disney Company (NYSE: DIS) reported fourth quarter financial results after market close Tuesday.

Meta Platforms To $200? These Analysts Slash Price Targets On Meta Following Q3 Results

Meta Platforms, Inc. (NASDAQ: META) reported worse-than-expected Q3 EPS and issued Q4 revenue guidance with a midpoint below estimates. The company also guided FY23 expenses of $96 billion to $101 billion. Meta Platforms shares dropped 22.1% to $101.20 on Thursday.

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Alphabet To $145? These Analysts Cut Price Targets On Alphabet After Downbeat Q3 Results

Alphabet To $145? These Analysts Cut Price Targets On Alphabet After Downbeat Q3 Results

Alphabet Inc. (NASDAQ: GOOGL) reported weaker-than-expected earnings results for its third quarter after the closing bell on Tuesday.

Why These 2 Apple Analysts Are Moving In Opposite Directions Thursday

Why These 2 Apple Analysts Are Moving In Opposite Directions Thursday

Apple Inc (NASDAQ: AAPL) stock was re-rated by two analyst firms, making nearly mirror opposite adjustments to the Cupertino-based company.

Benzinga's Top Ratings Upgrades, Downgrades For August 17, 2022

Benzinga's Top Ratings Upgrades, Downgrades For August 17, 2022

Key Takeaways From Rosenblatt's View On Chipmakers' Earnings

Key Takeaways From Rosenblatt's View On Chipmakers' Earnings

Rosenblatt analyst Kevin Cassidy highlighted some key takeaways from last week's semiconductor earnings. Last week's earnings reports made it clear that companies exposed to the higher-end of markets saw their earnings holding up better.

Western Digital Price Target Cut By Analysts Post Q4 Beat

Western Digital Price Target Cut By Analysts Post Q4 Beat

Western Digital Corp (NASDAQ:WDC) clocked 8% year-on-year revenue growth to $4.53 billion in Q4, beating the consensus of $4.49 billion. Non-GAAP EPS of $1.78 beat the consensus of $1.68. Barclays analyst Tom O'Malley had an Equal Weight and $55 price target. The market expected a reset, but the depths of decline and the exclusion…

Rosenblatt Lists Its Internet Media Favourites Whose Performance Seem To Be Driven By Recession Concerns

Rosenblatt Lists Its Internet Media Favourites Whose Performance Seem To Be Driven By Recession Concerns

Rosenblatt analyst Barton Crockett noted that Internet, Media, and Experiential equities underperformed the S&P 500 in 2Q22 and 1H22 of generationally high stock pressures (the worst S&P 500 start since 1970).

Rosenblatt Points Out How Intel's Price War Could Prove Costly For AMD

Rosenblatt Points Out How Intel's Price War Could Prove Costly For AMD

Rosenblatt analyst Hans Mosesmann shared salient articles in the last week specific to AI, Bandwidth, and Compute that are important and merely interesting regarding key secular themes.

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Here's What Rosenblatt Expects From Micron's Upcoming Quarterly Results

Micron Technology, Inc (NASDAQ: MU) reports May quarter earnings on June 30, after market close.

Rosenblatt Sees Splunk 'Attractive' At Current Levels - Read Why

Last week, Splunk Inc (NASDAQ: SPLK) held its annual conference, during which it made several products and partner announcements.

Rosenblatt Re-Rates Ambarella Following Its Extended Relationship With This Autonomous Driving Truck Technology Company

Rosenblatt analyst Kevin Cassidy noted that Inceptio Technology, an autonomous driving truck technology, and operation company, selected Ambarella, Inc's (NASDAQ:AMBA) edge AI system-on-chip to deliver Level 3 automated driving. Ambarella's AI SoC included surround camera and front ADAS perception with AI compute using two of Ambarella's CV2FS and CV2AQ SoCs. Inceptio confirmed that their…

Rosenblatt Sees 200% Upside In SMART Global, Coming From Data Center Demand For Specialty Memory

Rosenblatt analyst Kevin Cassidy expected SMART Global Holdings, Inc (NASDAQ: SGH) to deliver a slight beat-n-raise to consensus 3QF22 and 4QF22 outlook.

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Rosenblatt Re-Rates Imax As Jurassic World Dominion Continues To Rule Charts

Rosenblatt analyst Steve Frankel reiterated a Buy rating on Imax Corp (NYSE: IMAX)

Here's Why This Analyst Slashed Twitter's Price Target By 39%

Rosenblatt analyst Barton Crockett maintained Twitter, Inc (NYSE:TWTR) with a Neutral and cut the price target from $54.2 to $33, below Tesla, Inc (NASDAQ:TSLA) chief's takeover bid. Crockett believed that the absence of the deal would lead to even lower share prices for Twitter. Social media comparables were already hit by a possible weakening ad market likely…

Read Rosenblatt's Take On Amazon

Rosenblatt analyst Barton Crockett updated Amazon.com Inc (NASDAQ: AMZN) for the 20-1 share split completed on June 6.

Rosenblatt Slashes Price Targets On Charter Communication, Comcast - Read Why

Rosenblatt analyst Barton Crockett reiterated Charter Communications, Inc (NASDAQ: CHTR) with a Buy but reduced the price target by 17% to $607.

Here's How Analysts Reacted To Microsoft's Outlook Revision

Microsoft Corp (NASDAQ:MSFT) updated its Q4 and FY23 guidance due to recent unfavorable currency headwinds. Microsoft cited an incremental $460 million headwind from FX to its total revenue guidance issued in late April, representing slightly less than a 100bps delta on total revenue. Microsoft now expects revenue of $51.94 billion - $52.74 billion…

Rosenblatt Upgrades Snowflake, But Cuts Price Target

Snowflake Inc (NYSE: SNOW) could deliver an in-line or marginally better-than-projected quarter, when it reports results after the closing bell on Wednesday, according to Rosenblatt.

Looking At Warner Bros.Discovery's Recent Whale Trades

A whale with a lot of money to spend has taken a noticeably bearish stance on Warner Bros.Discovery. Looking at options history for Warner Bros.Discovery (NASDAQ:WBD) we detected 13 strange trades.

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