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The Latest Breaking News from Stifel

With a 76% Post-Earnings Rally, MaxLinear May Have Just Become the Top AI Infrastructure Stock to Buy

Maxlinear is well-positioned to continue benefiting from the ongoing growth of hyperscalers' data centers.

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AMD Stock Just Hit New All-Time Highs. Should You Buy Shares Here?

Despite its recent rally, AMD's valuation remains favorable.

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Why Stifel Analysts Are Watching Intel Stock Closely Before April 23

Stifel analysts raised Intel’s stock price target ahead of its Q1 earnings.

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Why Stifel Just Raised Its AMD Stock Price Target by 14%

Stifel’s 14% price target hike on AMD signals rising Wall Street conviction that the chipmaker is poised to capitalize on accelerating AI-driven demand.

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Nuclear Startup Fermi Just Lost Its CEO and COO in a Shocking Move. Should You Buy the Dip in FRMI Stock Today or Stay Far, Far Away?

Fermi stock crashes as both CEO and CFO announce departure. But Stifel analysts recommend buying FRMI shares on the pullback.

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UK saved billions using North Sea offshore gas reserves, analysis shows

IN FULL

The Independent UK

Using North Sea gas saved Britain billions last year, analysis shows amid calls for more drilling

Last week the government denied that Ed Miliband is expected to give the green light to the first major North Sea field project in almost 10 years

The Independent UK

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Stifel Financial: A Wealth Manager’s Stock for Wealth Investors

Stifel Financial offers a blend of wealth management growth and cyclical upside from deal activity, leading to a compelling long-term financial sector play.

MarketBeat

A gas shock – not an oil shock – from the Iran war looks more threatening

Europe and Asia will take an economic hit if the supply of Qatari LNG is halted by the closure of the strait of Hormuz

The Guardian - UK

Cava Stock Jumps Into Overbought Territory. Is It Too Late to Buy CAVA Now?

CAVA stock soared on strong Q4 earnings that triggered a technical breakout. Here’s why Stifel sees CAVA shares pushing even higher through the remainder of 2026.

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This Analyst Has Finally Had Enough of AI CapEx at Microsoft. Should You Be Done with MSFT Stock Too?

Microsoft stock is under pressure after a rare analyst downgrade raises uncomfortable questions about whether massive AI spending is finally outpacing near-term returns.

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This Robotics Stock Is Up 141% Over the Past Year. Can It Go Higher in 2026?

After an explosive 2025 rally, can Teradyne stock continue its climb this year?

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Software Stocks Are in a Bear Market. Should You Buy the Dip in ServiceNow?

As AI anxiety pushes software into a bear market, ServiceNow’s pullback raises a sharp concern. Should investors buy the dip or stay cautious?

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Stocks Extend Wednesday’s Rally on President Trump’s Greenland Pivot

The S&P 500 Index ($SPX ) (SPY ) today is up +0.78%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up +0.96%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.83%. March E-mini S&P futures (ESH26 ) are up +0.70%, and March E-mini Nasdaq futures...

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Why Analysts Think Analog Devices Stock Can Hit $375 in 2026

Analysts see Analog Devices benefiting from durable industrial demand, edge AI adoption, and margins that support a premium valuation into 2026.

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Stifel Is Pounding the Table on Micron Stock for 2026. Here’s Why.

Stifel hiked the price target on Micron following a major acquisition.

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As Micron Spends $1.8 Billion on a New Chip Fab Site, Should You Buy MU Stock?

Micron announced it is buying a chip fabrication site in Taiwan.

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Morgan Stanley Is Bullish on Nvidia After CES 2026. Should You Buy NVDA Stock Here?

Morgan Stanley is bullish on Nvidia following the CES 2026 showcase of its new AI platform. Should you buy NVDA stock here?

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Fortune

Crystal Ball: How IPOs and dealmaking will shake out in 2026

Term Sheet readers sounded off on how they think the state of exits in the private markets will evolve through 2026.

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Should You Buy the Dip in This S&P 500 Underdog in 2026?

Footwear-maker Deckers Outdoor has been down over the past year. Is this a dip-buying opportunity?

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Should You Buy Micron Stock Before December 17? This Analyst Thinks So.

Analysts see Micron’s earnings momentum as a key catalyst, with price targets climbing after Stifel’s upgrade.

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Marvell’s CEO Says the Company Didn’t Lose Any Orders. Why Was Wall Street So Worried, and How Should You Play MRVL Stock Here?

Marvell’s recent selloff reflects market fears over potential loss of hyperscaler orders, but management and some analysts push back on those concerns, raising the key question of how investors should position in MRVL stock now.

Benzinga

Broadcom To Rally Around 10%? 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.

Barchart

Stifel Says This 1 ‘Picks and Shovels’ AI Stock Is a Buy for Massive Growth in 2026

Teradyne’s valuation looks full, but Stifel’s upgrade, growing ties to TSMC and potentially Nvidia’s Blackwell chips, and double‑digit earnings growth estimates suggest the AI infrastructure cycle could still push the stock higher over the next year.

Barchart

Do Wall Street Analysts Like Equifax Stock?

Equifax has considerably underperformed the broader market over the past year, but analysts are moderately optimistic about the stock’s prospects.

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