Cathie Wood is making another AI chip switch... ARK bought Nvidia $NVDA worth about $63M and Cerebras $CBRS, while selling around $57M of $AMD in its latest trades. 👉 Analyst Ratings... NVDA: 4 Strong Buy, 48 Buy, 2 Hold, 0 Sell. AMD: 2 Strong Buy, 30 Buy, 12 Hold, 0 Sell.

HPE just crushed earnings expectations... Hewlett Packard Enterprise $HPE reported $10.68B revenue vs $9.76B expected and raised full-year adjusted EPS guidance as AI infrastructure demand keeps accelerating 🚀 👉 Analyst Ratings: 1 Strong Buy, 11 Buy, 3 Hold, 1 Sell.

Marvell just got a huge vote of confidence from Nvidia’s CEO... Marvell $MRVL surged after Jensen Huang said the company could become the next trillion-dollar AI infrastructure name. 👉 Analyst Ratings: 31 Buy, 5 Hold, 0 Sell.

SanDisk just got one of the wildest price targets on Wall Street... $SNDK saw Susquehanna raise its target to $3,250 from $2,000, highlighting tight memory supply, stronger NAND pricing and AI-driven SSD demand. 👉 Analyst Ratings: 3 Strong Buy, 19 Buy, 3 Hold, 0 Sell.

Wall Street keeps backing Microsoft’s AI strategy... Microsoft $MSFT landed new Outperform coverage from JMP Securities with a $550 target, as analysts continue pointing to Azure, Copilot and enterprise AI demand. 👉 Analyst Ratings: 52 Buy, 3 Hold, 0 Sell.

IBM just landed a fresh Overweight rating... $IBM was initiated by Barclays with a $350 price target, citing software strength, sticky enterprise customers and a stable earnings growth story. 👉 Analyst Ratings: 1 Strong Buy, 12 Buy, 7 Hold, 0 Sell.

Dell’s AI server story is getting harder for Wall Street to ignore... $DELL saw Morgan Stanley raise its target to $448, citing stronger supply chain execution, market share gains and pricing power across key business lines. 👉 Analyst Ratings: 15 Buy, 3 Hold, 0 Sell.

Berkshire just made its first major deal of the Greg Abel era... Homebuilder Taylor Morrison $TMHC agreed to be acquired for $72.50 per share in cash, valuing the homebuilder at about $8.5B and giving shareholders a 24% premium.

Viasat just got a big satellite-sector target raise... Needham lifted Viasat $VSAT to $90 from $58, keeping a Buy rating as stronger bookings, defense value and spectrum optionality support the long-term story 🛰️ 👉 Analyst Ratings: 5 Buy, 2 Hold, 1 Sell.

IBM is making a serious quantum computing push... $IBM plans to invest $10B over five years as it works toward building a a powerful quantum computer designed to run reliably at much larger scale, a milestone that could put the company at the center of the next major computing race. 👉 Analyst Ratings: 1 Strong Buy, 12 Buy, 7 Hold, 0 Sell

Wall Street is starting to look beyond Nvidia’s GPU empire... Wolfe Research sees CPU demand rising more than 30% by 2028, with $AMD viewed as the biggest winner relative to size and valuation, while Intel $INTC and $ARM remain key players. 👉 Analyst Ratings: AMD: 2 Strong Buy, 30 Buy, 12 Hold, 0 Sell Intel: 1 Buy, 26 Hold, 8 Sell ARM: 20 Buy, 6 Hold, 1 Sell

Cathie Wood is spreading her bets across AI, cloud and defense... ARK added Amazon $AMZN exposure while buying more Tempus AI $TEM, Kratos $KTOS and Cerebras $CBRS as the firm keeps leaning into innovation stocks.

The SpaceX IPO could become a major liquidity test for mega-cap tech... If investors want exposure to a potential $2T listing, some may need to sell existing winners like Nvidia $NVDA, Apple $AAPL and Microsoft $MSFT to free up cash.

Dell just landed a massive Pentagon software deal... $DELL won a five-year, $9.69B contract to consolidate Microsoft $MSFT licenses, cloud subscriptions and software services across the Defense Department, intelligence community and Coast Guard. 👉 Analyst Ratings: 15 Buy, 3 Hold, 0 Sell.

Drone stocks just got a new government-backed catalyst... Red Cat $RCAT, Kratos $KTOS and Ondas $ONDS rallied after reports that the Trump administration is exploring Pentagon-backed funding deals for U.S. drone companies 👀 Could drones become the next big defense trade?

Nebius just got a major AI investor stamp of approval... Leopold Aschenbrenner’s Situational Awareness fund disclosed a 5.6% stake in Nebius $NBIS, worth about $2.86B 👀 👉 Analyst Ratings: 11 Buy, 4 Hold, 0 Sell. Is Nebius becoming the next big AI infrastructure name to watch?

Snowflake just flipped the AI software narrative... Snowflake $SNOW surged after posting $1.39B revenue, raising full-year product revenue guidance to $5.8B and announcing a $6B $AMZN AWS AI deal 🚀 👉 Analyst Ratings: 44 Buy, 8 Hold, 1 Sell.

Salesforce beat earnings, but investors still aren’t convinced... Salesforce $CRM reported $3.88 EPS vs $3.13 expected and $11.13B revenue, but shares slipped as guidance and AI disruption fears kept pressure on software 📉 👉 Analyst Ratings: 41 Buy, 13 Hold, 1 Sell

ARK keeps doubling down on Cerebras... Cathie Wood’s funds added nearly $11.9M of Cerebras $CBRS, continuing a recent buying streak in the AI chip name while trimming $AMD 📈 👉 Analyst Ratings: AMD: 2 Strong Buy, 30 Buy, 12 Hold, 0 Sell