Articles written by Anusuya Lahiri - Benzinga

Which Software Stocks Is BofA Securities Bullish On?

The BofA Securities software research team hosted 18 public and 10 private companies at a tech conference. Key takeaways included Microsoft's Azure momentum and Datadog's AI growth potential. Salesforce and ServiceNow also noted healthy pilot activity for agentic applications.

AI Momentum Powers Nvidia, Arm And Chip Supply Chain In BofA Recap

Bank of America Securities analyst Vivek Arya on Monday recapped takeaways from a tech conference in which 27 companies attended.

GitLab Eyes Catch-Up Rally; Cognyte Builds Confidence With $40 Million In Contracts

Cognyte Software and GitLab Inc are the last two companies to report in Needham analyst Mike Cikos' coverage of first-quarter earnings season.

Uber Wins Analyst Praise For Robotaxi Boom, Lyft Faces Tougher Road Ahead

Bank of America Securities analyst Michael McGovern maintained a Buy on Uber Technologies on Tuesday.

US Listed Chinese Stocks Gain As US-China Trade Talks Spark Optimism

U.S.-listed Chinese stocks rise on trade talk hopes. Alibaba, Baidu, JD.com, and PDD Holdings up. EV stocks like Li Auto and XPeng also gain.

Apple's WWDC: Analyst Sees AI Unveil, Siri Revamp And Alibaba Deal As Catalyst For iPhone Upgrade

Wedbush analyst maintains Outperform rating on Apple with $270 price target. WWDC will showcase AI strategy and potential Alibaba partnership.

Zuckerberg's AI Push Expands: Meta Weighs $10B Stake In Scale AI

Meta Platforms Inc (NASDAQ: META) considering over $10 billion investment in Scale AI, last valued at $14 billion. Partnered on Defense Llama program.

Vietnam's VinFast Burns More Cash To Spur EV Growth

VinFast Auto (VFS) reports Q1 results with sales up 149.9% and a loss per share of 30 cents, missing analyst estimates. Shares trading higher.

IonQ Buys Oxford Ionics In $1.075 Billion Deal To Supercharge Quantum Tech

IonQ to acquire Oxford Ionics for $1.075 billion, combining their quantum computing technologies to deliver powerful and innovative systems.

Qualcomm Bets $2.4 Billion On Alphawave To Power AI Data Centers

Qualcomm (QCOM) to acquire Alphawave IP Group for $2.4B in cash. Deal aims to accelerate Qualcomm's expansion into data centers and meet growing demand for high-performance computing.

Palantir CEO Warns US-China AI Race Will Have One Winner, Urges West To Keep Up

PLTR CEO Karp believes US will win AI race with China, expressing concerns about its dangers while acknowledging its benefits. Stock down.

Broadcom Gets Mixed Reactions As Modest Earnings Beat Sparks Profit-Taking

Wall Street analysts raise ratings on Broadcom after strong second-quarter results, with AI revenue growing 46% to $4.4 billion.

Ciena Poised For Growth On Cloud Demand, But Analysts Warn About Margin Pressure, Tariff Costs

Ciena Corp (NYSE: CIEN) reported Q2 financial results, beating revenue estimates but missing EPS. Analysts have mixed ratings and lowered price targets.

Amazon Eyes $7 Billion In Savings By 2032 With Robots And AI Powering Delivery and Fulfillment: Analyst

Bank of America Securities analyst Justin Post maintained a Buy rating on Amazon with a price target of $248 on Friday.

Pony.ai Begins Testing Futuristic Robotaxis In China, Mass Rollout Could Be Next

Pony AI Inc (NASDAQ: PONY) announced road testing for its seventh-generation Robotaxis in China, equipped with its advanced autonomous driving system.

Alibaba Releases New Open-Source AI Models With Multilingual And Code Support

Alibaba releases open-source AI models in response to rising demand. Its new series supports 100+ languages and improves training and efficiency.

Disney Parks Drive $67 Billion In US Economic Impact, Support Over 400K Jobs Nationwide

Disney theme parks have been the growth engine for tourism, job creation, and tax revenue in Southern California and Central Florida.

Taiwan Semiconductor Powers Alphawave's 2nm Chip Breakthrough For Faster AI And HPC Connectivity

Alphawave Semi announces successful tape out of UCIe IP subsystem on TSMC's 2-nm process, supporting 36G die-to-die data rates. This milestone shows readiness for advanced chiplet architectures and future disaggregated SoCs.

Manchester United Stock Jumps After Q3 Profit Turnaround, Matchday Growth, And Stadium Plans

Manchester United stock gains on strong third-quarter results, with revenues up 17.4%. CEO announces plans for new stadium, disappointed with EU League loss.

Palantir CEO Warns US-China AI Race Will Have One Winner, Urges West To Keep Up

PLTR CEO Karp believes US will win AI race with China, expressing concerns about its dangers while acknowledging its benefits. Stock down.

	
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