TD Cowen Maintains Buy on Alphabet, Raises Price Target to $485
TD Cowen analyst John Blackledge maintains Alphabet (NASDAQ:GOOG) with a Buy and raises the price target from $475 to $485.
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The RealReal (NASDAQ:REAL) today announced it is expanding Ask TRR, the online retailer's AI shopping agent built with Google Cloud's Gemini Enterprise. Officially launching to all 45 million members after a
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TD Cowen analyst John Blackledge maintains Alphabet (NASDAQ:GOOG) with a Buy and raises the price target from $475 to $485.
Alibaba stock stabilizes premarket as European data center talks, a 20-gigawatt cloud network target, and custom AI chips highlight its global infrastructure push.
Samsung boasts a record quarterly profit as AI memory demand soars, and AMD's Lisa Su went to Seoul, South Korea to secure supply.
https://blog.google/innovation-and-ai/infrastructure-and-cloud/google-cloud/gemini-at-work/
Goldman Sachs upgraded Palantir to Buy, citing sovereign AI and custom applications as growth drivers.
Celestica and Marvell Technology are positioned to outperform Palantir over the next five years by capitalizing on AI infrastructure buildout. Celestica is expanding its role in data center infrastructure and AI systems design, while Marvell is growing its custom silicon and optical interconnect businesses. Both companies have strong growth trajectories, though Marvell's path to surpassing Palantir appears more straightforward than Celestica's.