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The Latest Breaking News from Wamsi Mohan

Blockbuster Earnings Just Sent DELL Stock Soaring. What Comes Next.

Dell stock soars on blockbuster Q1 earnings and impressive future guidance. BofA raises price target on DELL shares to $500.

Barchart

Apple’s Agentic AI Plans Could Be Its Biggest Growth Story Yet

Apple may have looked like an AI laggard earlier in the year, but its ecosystem stranglehold could make it one of the agentic AI era's biggest winners.

MarketBeat

Bank of America Raises Its Apple Stock Price Target to $380. Agentic AI Could Be the Upside Driver.

Bank of America raises Apple price target to $380, betting agentic AI could generate up to $30 billion in new revenue by 2030. Here's why I think AAPL stock is a buy.

Barchart

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Should You Sell Apple Stock Before September 1?

Apple’s leadership shift arrives as the company pushes into AI, but execution risks and China exposure remain in focus.

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

Dow Dives 521 Points as Goldman, AmEx Slide: Stock Market Today

News of Block's massive layoffs exacerbated AI worries across the financial sector.

Kiplinger

Confluent Stock Skyrockets As IBM Seals $11 Billion Buyout

International Business Machines Corp. (NYSE:IBM) agreed to acquire Confluent, Inc. (NASDAQ:CFLT) for $31 per share, giving the data streaming pioneer an enterprise value of $11 billion.

Benzinga

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Broadcom To Rally Around 13%? Here Are 10 Top Analyst Forecasts For Wednesday

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.

Benzinga

Dell Q3 Preview: Stock Fell After 5 Of Last 6 Earnings Reports — Will Trend Continue?

Growth in artificial intelligence PCs could be a key topic when Dell Technologies Inc (NASDAQ:DELL) reports third-quarter financial results Tuesday after market close.

Benzinga

Apple To Rally Around 20%? Here Are 10 Top Analyst Forecasts For Friday

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.

Benzinga

Apple's Long-Term Outlook Brightens As AI, iPhone Demand Drive Growth

Apple Inc. (NASDAQ:AAPL) shares were steady on Wednesday as investors weighed long-term growth prospects and upcoming iPhone and services momentum.

Benzinga

Why Top Analyst Still Says Buy IBM, Even As Its Cloud Business Slows

IBM (NYSE:IBM) beat third-quarter expectations as strong performance in its Infrastructure and Automation divisions successfully offset a surprising slowdown in key software segments like Red Hat.

Benzinga

Apple iPhone 17 Pro, Pro Max Ship Times Stay Stable Globally: Analyst

Apple's (NASDAQ:AAPL) iPhone 17 Pro and Pro Max maintain stable global lead times, while the iPhone Air remains widely available with nearly all configurations in stock.

Benzinga

Apple App Store Revenue Jumps 10%, Analyst Sees AI, App Diversification Driving Long-Term Growth

Apple's (NASDAQ:AAPL) App Store delivered strong results in the September quarter, with revenue climbing 10% year-over-year to $8.7 billion and downloads rising 2.5% to 9 billion.

Benzinga

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news in one place.

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Benzinga

Dell Technologies Shares Are On The Rise: What Investors Need To Know

Dell Technologies Inc (NYSE:DELL) shares are trading higher Wednesday, likely driven by positive analyst commentary and investor anticipation ahead of the company’s analyst meeting on Oct. 7.

Benzinga

Carrier Incentives Could Spike Apple iPhone 17 Sales, Says Analyst

Richer U.S. carrier trade-in deals and extended 24- to 36-month financing plans are giving Apple Inc. (NASDAQ: AAPL) a boost in this year’s iPhone upgrade cycle.

Benzinga

SanDisk Set To Gain From AI Demand And Tight Supply, Says Analyst

Sandisk Corporation (NASDAQ:SNDK) shares jumped Tuesday as investor sentiment rallied around the company’s prospects in a strengthening NAND flash memory market.

Benzinga

Apple Stock Has More Upside: Analyst Says 'The Street is Clearly Underestimating This iPhone Cycle'

Apple Inc (NASDAQ:AAPL) is showing strong early demand for the iPhone 17, leading to analysts highlighting more upside in shares.

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Benzinga

Apple Dominates With iPhone 17 Pre-Orders In China, Delays iPhone Air Launch Over eSIM Approval

Apple Inc. (NASDAQ:AAPL) saw its entry-level iPhone 17 model dominate pre-orders on China’s JD.com platform, with the 256GB configuration receiving the most orders among all new iPhone models after pre-orders launched on Friday.

Benzinga

Apple's iPhone 17 Impresses On Design, But Analysts Say AI Still Lags

Wall Street analysts praised Apple's (NASDAQ:AAPL) iPhone 17 event for delivering thinner designs, upgraded cameras, and tighter AI-health integration, but cautioned that innovation remains incremental.

Benzinga

Apple Gets 'Home Run Ruling' In Google Antitrust Case: Analyst Says 'Monster Win' For Both Mag 7 Stocks

Shares of both Alphabet Inc (NASDAQ:GOOG)(NASDAQ:GOOGL) and Apple (NASDAQ:AAPL) are trading higher on Wednesday after a ruling from a U.S. judge.

Benzinga

Apple iPhone 17 Launch Could Trigger 'Sell The News' Reaction, Analyst Warns

Apple Inc. (NASDAQ:AAPL) is gearing up for its next iPhone cycle with a September launch expected to spotlight a new ultra-thin iPhone 17 Air, but muted consumer buzz and restrained carrier promotions suggest the release may lack the blockbuster momentum of past product cycles.

Benzinga

What's Going On With Dell Technologies Stock?

Shares of Dell Technologies Inc (NYSE:DELL) are trading flat Thursday afternoon after being swept up in broader market weakness on Wednesday that impacted technology and AI-related stocks. This volatility comes just a week before the company’s fiscal second-quarter earnings report, scheduled for release on Thursday, August 28.

Benzinga

Dell Shares Dip Amid Market Jitters Despite Bullish AI Outlook

Dell Technologies Inc (NYSE:DELL) shares are trading lower Wednesday afternoon, caught in a broader market downdraft that has particularly impacted technology and AI-related stocks. The move comes just over a week before the company is scheduled to report its fiscal second-quarter earnings on Thursday, August 28.

Benzinga

Dell Poised To Ride AI Server Boom Toward Higher Sales, Long-Term Profit Growth: Analyst

BofA Securities analyst Wamsi Mohan maintained a Buy on Dell Technologies (NYSE:DELL) with a price target of $165 on Friday.

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