Earnings Reports - Page 5

122 articles

Goldman Sachs Lifts Applied Materials Target as Chip Spending Surges

Applied Materials stock has soared 127% in 2026, prompting Goldman Sachs to raise its price target to $645. The move reflects confidence in long-term chip equipment demand, but investors face new risks as the rally outpaces the broader market

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Bank of America Doubles Down on Meta Despite AI Spending Fears

Meta’s stock has lagged in 2026 as Wall Street debates the payoff of its massive AI infrastructure investments. Bank of America’s latest move signals renewed conviction, but investors face key milestones and risks in the months ahead

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