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- Indexed articles, last 90 days
- 102
- Latest publication
- Sep 16, 2026
- Outlet visibility, for yahoo.com
- Top 1K sites
- Earliest in this view
- Jul 6, 2026
Latest articles
AXT Rises 10% After Being Named Co-Packaged Optics Winner (opens the original)
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This article first appeared on GuruFocus. AXT Inc. (NASDAQ:AXTI) rose 10.13% intraday after Needham named it one of five semiconductor beneficiaries of the co-packaged optics ramp, following a five-day visit to SEMICON Taiwan 2026. The firm describes CPO as the single most important technology transition for solving AI's networking bottleneck through 2028 and beyond, with AXT's indium phosphide substrate business at the center of it. Warning! GuruFocus has detected 7 Warning Signs with AXTI. Is
Apple Talks to Nvidia About NVLink for Its Own AI Server (opens the original)
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This article first appeared on GuruFocus. Apple Inc. (NASDAQ:AAPL) is developing an enterprise AI server built around its own M8 Ultra chips for a 2029 launch, and has held talks with Nvidia Corp. (NASDAQ:NVDA) about using its NVLink Fusion interconnect to link those chips, The Information reported. Apple shares were up 0.49% and Nvidia shares 2.12% intraday. Warning! GuruFocus has detected 6 Warning Sign with BAC. Is AAPL fairly valued? Test your thesis with our free DCF calculator. The server
AstraZeneca Shares Rise as J.P. Morgan Stays Overweight (opens the original)
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This article first appeared on GuruFocus. AstraZeneca plc (NYSE:AZN) rose 2.16% intraday after J.P. Morgan reiterated an Overweight rating, pointing to six Phase III readouts due in 2027 that together carry more than $10 billion in risk-adjusted peak sales. The bank argues they should improve confidence in the company's ability to keep growing beyond 2030. Warning! GuruFocus has detected 2 Warning Sign with META. Is AZN fairly valued? Test your thesis with our free DCF calculator. J.P. Morgan mo
Nu Holdings Cut to Market Perform on Brazil Credit Risk (opens the original)
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This article first appeared on GuruFocus. Itau BBA downgraded Nu Holdings Ltd. (NYSE:NU) from Outperform to Market Perform and cut its price target to $18 from $20, citing increased medium-term uncertainty in Brazil's consumer environment. Nu Holdings shares were down 3.14% intraday. Warning! GuruFocus has detected 3 Warning Signs with MU. Is NU fairly valued? Test your thesis with our free DCF calculator. Reduced fiscal stimulus and inflationary pressure from higher oil and commodity prices cou
Union Pacific Rises on a $339 Target From UBS (opens the original)
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This article first appeared on GuruFocus. Union Pacific Corp. (NYSE:UNP) rose 1.57% premarket after UBS upgraded it to Buy from Neutral and raised its price target to $339 from $310, roughly 19% above current prices. The firm forecasts earnings of $13.41 per share in 2026 and $14.90 in 2027, running 3% and 5% above consensus. Warning! GuruFocus has detected 2 Warning Sign with META. Is UNP fairly valued? Test your thesis with our free DCF calculator. The firm models 2028 earnings of $16.15 per s
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