AI Chatbots’ Stock Pick Showdown: Constellation, Applied Materials, Take-Two
Claude picked Applied Materials, Grok chose Constellation Energy, and ChatGPT selected Take-Two; Cisco appeared on all three lists.
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B. Riley has revised its price target for Applied Materials, Inc. from $700 to $475 while maintaining a Buy rating.
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Claude picked Applied Materials, Grok chose Constellation Energy, and ChatGPT selected Take-Two; Cisco appeared on all three lists.
Cantor Fitzgerald and HSBC say the chip stock selloff is overdone, with the SOX at 9x 2028 earnings. Top picks include NVDA, MU, SNDK, ASML and AMAT.
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Morgan Stanley maintained its Equal-Weight rating on Applied Materials while reducing the price target from $563 to $538.