Vandita Jadeja

Marvell (MRVL) supplies custom silicon and optical networking to major hyperscalers, posting 28% revenue growth in Q1 with management guiding for accelerating gains throughout FY2027.

PLTR's Q2 revenue surged 93% year over year, yet the stock sits 29% below YTD levels, where our $157 price target implies a BUY.

Quick Read PLTR's Q2 revenue surged 93% year over year, yet the stock sits 29% below YTD levels, where our $157 price target implies a BUY.

MSFT's blowout earnings triggered a 25% surge, and our $574 price target sees another 23% upside anchored by Azure crossing $100B in annual revenue.

Quick Read Microsoft NASDAQ:MSFT ) has delivered one of the most dramatic post-earnings rallies in mega-cap history.

SMCI earns a BUY with a $32.28 target despite a 52% YTD decline, anchored by CEO Charles Liang citing $13B in Blackwell Ultra orders.

Amazon just crossed a milestone that puts it in rare company, but the real question is whether the forces driving that surge can hold through year-end or whether a $200 billion spending gamble quietly undermines everything.

Tesla burned to negative $1B in free cash flow while Amazon's AWS printed a 39% operating margin growing 37% YoY, representing two starkly different AI funding models.

AMD's Meta partnership anchors its MI450 GPU ramp toward $700, while Micron's 5x forward P/E makes a $1,600 price target surprisingly defensible.

Exxon beat Q1 EPS by 15% and recorded its strongest underlying earnings in four years, but our $140 price target signals 9% downside.