Stocks · News reference
Wall Street analysts upgraded several top names and adjusted price targets. See opinions on these stocks and more on Benzinga's analyst ratings page.
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AI may transform rather than simply replace workers, Coursera, Microsoft and Steve Hanke told Benzinga, highlighting jobs at risk and new opportunities.
Trump called AI data centers “the oil” of the next 25 years as consumers reckon with the environmental toll and high costs to communities.
Eaton stock is trading lower Monday morning as broad-based concerns over hyperscale AI capital expenditures and macroeconomic volatility weigh on high-multiple electrical equipment providers.
The article compares Eaton, a profitable industrial power management company with strong cash flow and shareholder returns, against Rivian Automotive, a growth-stage EV manufacturer still unprofitable despite revenue growth. The author recommends Eaton as the superior investment due to its proven profitability, durable demand tailwinds from data centers and grid modernization, while Rivian remains years away from sustainable profitability despite progress on its R2 platform.
Mizuho analyst John Roberts maintains Corning (NYSE:GLW) with a Outperform and lowers the price target from $210 to $180.