Alphabet unveiled its Gemini agent for enterprise AI, prompting a TD Cowen price target hike to $485, as GOOGL trades near $348, still within its multi-month range below its 52-week high.
Arista Networks hit an all-time high after launching an open Ethernet rack-scale portfolio with AMD, Broadcom, Meta and Microsoft, as revenue and margins grow amid rising hyperscaler demand.
Salesforce, CrowdStrike, Palo Alto Networks and Veeva Systems are rebounding as institutions buy software stocks that own the customer data AI now depends on.
Meta unveils the Meta Enterprise Platform and Muse for Small Business, new AI tools aimed at businesses, as it hires former MongoDB CEO CJ Desai to lead the effort.
Constellation Energy shares surged after Alphabet's Google signed 20-year and 15-year power deals totaling 3,590 megawatts, tied to reactor uprates rather than new plants.
Meta, Dell, and Okta led September's analyst upgrades as tech topped the S&P 500 sectors, with new price targets pointing to further upside for all three stocks.
Vistra Corp anticipates $4.2 billion in federal funding to boost nuclear capacity at three plants, while 20-year power deals with Meta and New Era Energy underpin its AI-driven growth despite high debt.
Amazon signed a multi-year, $1 billion-plus deal with Synopsys to advance its custom chip strategy, aiming to cut NVIDIA reliance and improve AWS economics as shares attempt to stabilize.
