The Latest Breaking News from Samik Chatterjee

CoreWeave Stock Just Got a Jaw-Dropping Upgrade From JPMorgan

JPMorgan upgraded the AI infrastructure company and pointed to improving compute pricing as a potential catalyst for stronger revenue and margins.

Barchart · Sep 29

JPMorgan Just Upgraded CoreWeave Stock. Here's Why.

CoreWeave stock rallies as JPMorgan issues a bullish note. Here’s why analyst Samik Chatterjee sees CRWV shares ripping higher from here.

Barchart · Sep 24

Microsoft Is Cutting 268 Xbox Roles as Activision Takes Over Halo. This Is a Simple Restructuring, Not a Broader Panic Signal for MSFT Stock.

Microsoft is cutting 268 Xbox roles and handing development of the next Halo game to Activision as part of a broader gaming reset.

Barchart · Sep 23

As Qualcomm Diversifies, Growth Acceleration Will Support Stock Upside

Qualcomm is in discussions to acquire AI chip startup Tenstorrent

Barchart · Jun 22

Qualcomm Drops 25%, But Investor Day Could Reverse the Slide

Qualcomm's brutal pullback has collided with a major catalyst on the horizon, and if its investor day delivers, the current dip could prove a rare gift.

MarketBeat · Jun 15

Qualcomm Is Striving for a Bigger Piece of AI Infrastructure. Here’s What That Means for QCOM Stock.

J.P. Morgan released a bullish note on Qualcomm despite its core business facing headwinds in the short term.

Barchart · Jun 15

A $1.24 Trillion Reason to Buy Dell Stock Now

Dell is riding powerful AI and server tailwinds, steadily expanding market share while growth forecasts keep moving higher.

Barchart · Jun 14

Extreme Networks Bets on AI Platform to Win Bigger Enterprise, Government Deals

Extreme Networks (NASDAQ:EXTR) is positioning its AI-driven networking platform as a central part of its push into larger enterprise and government accounts, Chief Executive Officer Ed Meyercord said during a JPMorgan fireside chat hosted by analyst Samik Chatterjee. Meyercord said the company rece

MarketBeat · May 19

JPMorgan Says Data Center Demand Will Lift Seagate Stock Even Higher. Should You Buy STX Now?

Stronger demand conditions and upgraded sentiment are reinforcing a bullish outlook for Seagate. Is now the right time to enter STX?

Barchart · Apr 18

Should You Buy Apple Stock Now for Record iPhone Sales?

Apple shares slip even after the company reports record Q1 sales on exceptional iPhone demand. JPMorgan analyst explains why AAPL stock is worth buying on the dip.

Barchart · Jan 30