The big U.S. AI players are still planning on spending right now, says Wolfe Research's Chris Caso
Chris Caso, Wolfe Research senior analyst, joins 'Squawk Box' to discuss the latest market trends, what to make of the tech ...
Wolfe Research cuts Microsoft stock price target to $475
Wolfe Research analyst Alex Zukin adjusted the price target for Microsoft stock (NASDAQ:MSFT) to $475 from the previous $515 while maintaining an Outperform rating. With a market capitalization of $3.
Wolfe goes bullish on Netflix like several Street analysts after blowout results
Wolfe Research upgrades investment rating on Netflix to outperform with a price target of $1,100, citing strong Q4 results ...
AMD Downgraded--Wolfe Slashes AI GPU Forecast, but MI350 Accelerator Sparks Hope
AMD sees a Wolfe Research downgrade as data center GPU growth lags, but its MI350 AI chip could be a game-changer.
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Wolfe Research Upgrades State Street (NYSE:STT) to “Peer Perform”
State Street (NYSE:STT – Get Free Report) was upgraded by stock analysts at Wolfe Research from an “underperform” rating to a “peer perform” rating in a note issued to investors on ...
Aptiv to Present at Wolfe Research Auto, Auto Tech and Semiconductor Conference
Aptiv PLC (NYSE: APTV), a global technology company focused on enabling a more safe, green and connected future, will present at Wolfe Research Auto, Auto Tech and Semiconductor Conference, February ...
State Street upgraded to Peer Perform from Underperform at Wolfe Research
Wolfe Research upgraded State Street (STT) to Peer Perform from Underperform without a price target State Street has been among the biggest ...
Wolfe Research下调微软股票目标价至475美元
周四，Wolfe Research分析师Alex Zukin将微软股票（NASDAQ:MSFT）的目标价从之前的515美元下调至475美元，同时维持"优于大市"评级。微软目前市值为3.29万亿美元，股价接近52周高点，市盈率为36.48倍。根据 InvestingPro 分析，基于其专有的公允价值模型，该股票似乎估值合理。Zukin的分析指出，微软的Azure云服务，特别是非AI部分的增长低于预期 ...
Wolfe Research将Corpay股票目标价上调至440美元
周三，Wolfe Research调整了对Corpay（纽交所代码：CPAY）股票的展望，将目标价从420美元上调至440美元，同时维持"优于大市"评级。该公司分析师Darrin Peller强调了Corpay的强劲表现，指出其股价年初至今上涨12%，相比之下标普500指数仅上涨3%。在过去12个月里，Corpay股价飙升29%，超过了标普500指数24%的涨幅。
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Aptiv to Present at Wolfe Research Auto, Auto Tech and Semiconductor Conference
SCHAFFHAUSEN, Switzerland--(BUSINESS WIRE)--Aptiv PLC (NYSE: APTV), a global technology company focused on enabling a more safe, green and connected future, will present at Wolfe Research Auto ...