HeyJaredNeha Gupta
- Indexed articles, last 90 days
- 233
- Latest publication
- Sep 28, 2026
- Outlet visibility, for insidermonkey.com
- Top 1M sites
- Earliest in this view
- Jul 4, 2026
Latest articles
Is CoreWeave (CRWV)âs Recent Pullback a Buying Opportunity? (opens the original)
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Is CoreWeave, Inc. (NASDAQ:CRWV) becoming a buying opportunity after its recent sell-off? That is the question, as the stock is down about 38% from its 2026 highs. Despite the pullback, it remains up roughly 7% for the year. On September 24, JPMorgan analyst Samik Chatterjee argued that the recent decline was unjustified. The analyst upgraded CoreWeave to Overweight from Neutral and raised his price target to $125 from $120, citing the company’s positioning to benefit from continued demand for a
Should You Buy Oracle (ORCL) Amid Project Jupiter and Negative Cash Flow Concerns? (opens the original)
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Oracle Corporation (NYSE:ORCL) continues to insist that its massive 2.5-gigawatt AI data center campus, known as Project Jupiter, remains on schedule. However, concerns surrounding power availability, permitting, and construction have raised questions about whether the project can meet its targeted 2028 completion timeline. Recently, we analyzed whether AI Demand Could Turn Cloud Infrastructure Into Oracle’s Biggest Business: Read Here: Oracle (ORCL) Cloud Revenue Jumps 121% and its Backlog Hits
Why is Intel Corporation (INTC) up over 33%? Is the Rally Sustainable? (opens the original)
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Intel Corporation (NASDAQ:INTC) is benefiting from renewed investor optimism surrounding its CPU business as surging artificial intelligence demand drives greater demand for computing infrastructure. The stock has gained more than 33% over the past month as investors increasingly recognize CPUs as a critical component of AI data centers. We recently examined why the SK Hynix partnership is important for Intel and what it means. Read Here: SK Hynix Is Eyeing Intel’s (INTC) Ohio Site. Why Micron (
Is Gemini 4 the Catalyst Alphabet (GOOGL) Needs to Win the AI Race? (opens the original)
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Alphabet Inc. (NASDAQ:GOOGL) is approaching another important milestone in its artificial intelligence push. On September 23, Google DeepMind division head Koray Kavukcuoglu confirmed that the company is nearing the launch of Gemini 4. The new model is expected to feature more advanced artificial intelligence capabilities as the company seeks to strengthen its position in an increasingly competitive generative AI market. According to Kavukcuoglu, the model has entered the early stages of post-tr
Is Synopsys (SNPS) a Breakout Play as Headwinds Subside and BNP Paribas Upgrades? (opens the original)
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Is the tide slowly turning for Synopsys, Inc. (NASDAQ:SNPS) as some of the issues that pressured the stock begin to ease? That appears to be the view of BNP Paribas analyst Andrew DeGasperi, who recently upgraded the stock to Neutral from Underperform and assigned a $420 price target. The Ansys acquisition is also drawing significant investor attention. For a closer look at how the deal is affecting Synopsys’ margins and earnings profile, see our analysis: Synopsys (SNPS) Targets a 42% Non-GAAP
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