Disney’s $1B OpenAI partnership offers strategic AI entry and content advantages, but investor sentiment remains muted as the stock trades sideways despite potential long-term benefits.
Bank of America lifted its price target to $500 from $460 while upholding a ‘Buy’ stance after interpreting the company’s recent performance and forward projections as resilient.
SanDisk’s post–spin-off surge reflects booming AI-driven NAND demand, stronger margins, and data center growth, though analysts warn its rapid rally may outpace near-term earnings strength.
Investors remain divided on Moderna and Super Micro as heavy short interest reflects skepticism, yet recent catalysts suggest both names could still deliver unpredictable, sentiment-driven swings.
GEV has rapidly transformed into a high-momentum energy and infrastructure powerhouse, capitalizing on explosive demand from data centers, grid modernization needs, and nuclear investments.
According to a Business Insider report citing an internal memo, the move comes as Meta rethinks its VR strategy to balance costs, device performance, and software development.
