Chris Ciaccia
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Ex HF, now a journalist. Tech Editor @seekingalpha. Daily Mail, Fox, TST alum. (A) subject to interpretation. Just here for Baby Yoda memes.
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Articles by Chris Ciaccia
AMD shuffles board members
Aug 19, 2026, 4:55 PM ETBy: , SA News Editor AMD (AMD) announced on Wednesday that it has shuffled members of its board of directors. The Dr. Lisa Su-led firm appointed Citi technology executive Tim Ryan to the board, while KC McClure was named chair of the Audit and Finance Committee and appointed To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
Meta has 'significant' opportunities to monetize compute, BNP says
Aug 19, 2026, 2:18 PM ETBy: , SA News Editor Following a meeting with company executives, investment firm BNP Paribas believes Meta Platforms (META) has “significant” opportunities to monetize its compute. “Management believes monetization of intelligence is a lot more attractive financially than raw compute power,” analyst Nick Jones wrote in To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
SoftBank aiming to sell $6.3B in bonds aimed at retail investors: report
Aug 19, 2026, 1:03 PM ET, By: , SA News Editor Japanese tech conglomerate SoftBank (SFTBY) is aiming to sell up to $6.3B in bonds, with the offering largely aimed at retail investors, Nikkei Asia reported. The debt offering could have maturities of seven years, and the terms, including the yields, are likely to To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
Cerebras in focus as BNP impressed after Supernova Day event
Aug 19, 2026, 11:34 AM ETBy: , SA News Editor Cerebras Systems (CBRS) held its Supernova Day event on Tuesday, and investment firm BNP Paribas said it was impressed by the partnerships and announcements. “Like Nvidia's LPU, Cerebras's new partnerships with OpenAI, AWS, and AMD underscore growing demand for improving the latency-sensitive decode To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Marvell's deal with Google is a 'significant positive,' analysts say
Aug 19, 2026, 11:05 AM ET, , By: , SA News Editor Marvell Technology's (MRVL) expanded semiconductor deal with Google (GOOG) (GOOGL) is a “significant positive” for the Matt Murphy-led Marvell, Wall Street analysts said, following the announcement. Marvell shares jumped on Wednesday following the disclosure. “We believe MRVL has been working To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
SpaceXAI announces Grok 4.6 generally available on Amazon Bedrock
Aug 19, 2026, 11:17 AM ET, By: , SA News Editor SpaceXAI (SPCX) announced on Wednesday that its newest AI model, Grok 4.6, is now “generally available” on Amazon (AMZN) Bedrock. “Grok 4.6 is now available to all developers in supported AWS Regions,” SpaceXAI said in a statement. Amazon Bedrock is Amazon Web To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
Corsair Gaming downgraded by Goldman Sachs
Aug 19, 2026, 8:42 AM ETBy: , SA News Editor Corsair Gaming (CRSR) shares fell 5% in premarket trading on Wednesday after Goldman Sachs downgraded the stock to Sell from Neutral. Analyst Katherine Murphy said she sees limited upside at this level relative to the rest of her hardware coverage To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
Marvell jumps on Google chip deal; issues warrants to search giant
Aug 19, 2026, 8:37 AM ET, , By: , SA News Editor Marvell Technology (MRVL) shares jumped more than 12% in premarket trading on Wednesday after it announced a new chip and artificial intelligence-focused deal with Google (GOOG) (GOOGL). Separately, Marvell said it would issue warrants to the search giant. In a To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
Intel GPU pricing jumps 48% in a month, Wedbush says
Aug 19, 2026, 8:11 AM ETBy: , SA News Editor The price of Intel's (INTC) Arc Pro B70 GPU jumped 48% in a month, which Wedbush Securities is indicative of the ongoing surge in memory pricing. “Per Tom's Hardware, Intel's Arc Pro B70 workstation GPU has seen prices rise 30% in the To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.
Zoom rated Buy at BofA on growth reacceleration
Aug 19, 2026, 7:50 AM ET, By: , SA News Editor Zoom Communications (ZM) was reinstated at Bank of America with a Buy rating and a $130 price target on Wednesday, as the investment firm sees growth reaccelerating. Shares rose 1.2% in premarket trading. “Having emerged as one of the defining To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.
IBM successfully joins, cools two cryogenic modules in quantum milestone
Aug 19, 2026, 7:26 AM ETBy: , SA News Editor IBM (IBM) said on Wednesday that it had “successfully” joined and cooled down two cryogenic modules into a single environment, an important milestone on its path to creating the world's first fault-tolerant quantum computer. The Armonk, N.Y.-based tech giant added that To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
Keysight Technologies pops as Q3 results, guidance top estimates
Aug 18, 2026, 4:14 PM ETBy: , SA News Editor Keysight Technologies (KEYS) shares rose 4.5% in extended trading on Tuesday as the company reported third-quarter results and guidance that topped estimates. For the period ending July 31, Keysight said it earned an adjusted $3.07 per share as revenue rose 36.5% year-over-year to To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
OpenAI alters safety practices in wake of Hugging Face breach, pauses some training
Aug 18, 2026, 2:29 PM ETBy: , SA News Editor In the wake of the recent Hugging Face breach, OpenAI (OPENAI) said on Tuesday that it is making many changes to its safety practices. The ChatGPT maker is also pausing two weeks of reinforcement learning training on its latest To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.
Taiwan Semiconductor's US fab ramp is 'progressing well,' BofA says
Aug 18, 2026, 11:54 AM ETBy: , SA News Editor The ramp of Taiwan Semiconductor's (TSM) fabs in the U.S. are “progressing well” and could suggest that capital spending is likely to remain high for some time, Bank of America said. “While TSMC’s depreciation could grow at ~20% CAGR from ’26-28 amid significant To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
Nvidia offers investors 'compelling valuation,' trading at significant discount to FCF: BofA
Aug 18, 2026, 10:05 AM ET, , By: , SA News Editor Ahead of Nvidia's (NVDA) upcoming second-quarter results and the news that it has committed $105B to backstopping OpenAI (OPENAI), Bank of America said the tech giant has a “compelling valuation.” “The strategic intent is clear: NVDA is committed to the transformational To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
MongoDB ticks up as Guggenheim boosts price target on growth expectations
Aug 18, 2026, 8:47 AM ETBy: , SA News Editor MongoDB (MDB) was in the spotlight on Tuesday as Guggenheim raised its price target on the enterprise software company, citing expectations for revenue growth acceleration. Shares rose fractionally in premarket trading. “We expect MongoDB to report F2Q27 Atlas growth of To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
Nvidia in focus as GF ups price target, Wedbush weighs in on OpenAI guarantee
Aug 18, 2026, 8:35 AM ET, , , , , By: , SA News Editor Nvidia (NVDA) was in focus on Tuesday as GF Securities upped its price target on the technology giant ahead of its upcoming earnings report, and Wedbush Securities weighed in on the OpenAI (OPENAI) guarantee. Shares fell in premarket trading. GF To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
Infleqtion reports updated results, guidance due to 'immaterial adjustment' on gov't contract
Aug 18, 2026, 8:15 AM ETBy: , SA News Editor Newly public quantum computing firm Infleqtion (INFQ) reported updated second-quarter results and guidance late on Monday due to what it is calling an “immaterial adjustment related to two government contracts.” Shares fell 5.2% in premarket trading on Tuesday. Infleqtion said To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
Google working with AMD on a future TPU could be significant, Wedbush says
Aug 18, 2026, 7:42 AM ET, , By: , SA News Editor Reports emerged this week that Google (GOOG) (GOOGL) has turned to AMD (AMD) to work on an upcoming version of its tensor processing unit. If such a collaboration were indeed true, Wedbush Securities said it could be To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.
Dynatrace in focus as Citi issues 90-day catalyst watch
Aug 18, 2026, 7:48 AM ETBy: , SA News Editor Dynatrace (DT) was in focus on Tuesday as Citi issued a 90-day catalyst watch on the AI observability company. Shares rose 1.1% in premarket trading. “DT has underperformed since reporting a robust/re-accelerating F1Q27 (-6% since print; +10% YTD) and more recently following its largest acquisition To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Anthropic's annual revenue run rate tops $65B: report
Aug 17, 2026, 3:54 PM ET, By: , SA News Editor Anthropic's (ANTHRO) annual revenue run rate is on track to surpass $65B, Bloomberg reported. The widely watched financial metric hit $65B by the end of July, up more than seven times year-over-year, the news outlet added, citing people familiar with To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
AXT continues strong post-earnings run; optical stocks gain
AXT (AXTI) shares jumped more than 19% on Monday, as the semiconductor materials company continues to see inflows from investors after it reported stronger-than-expected earnings last month. On July 30, AXT said it earned an adjusted $0.19 per share as revenue jumped
Apple upgraded at Rothschild to Buy on product strength
Aug 17, 2026, 12:02 PM ETBy: , SA News Editor Apple (AAPL) was upgraded at Rothschild to Buy from Hold on Monday, with the investment firm citing its product strength and its potential entry into the foldable handset market. “Apple Intelligence has been disappointing,” analysts at the firm wrote in a To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
Semtech, Marvell positioned well ahead of earnings, UBS says
Aug 17, 2026, 11:51 AM ET, By: , SA News Editor Semtech (SMTC) and Marvell Technology (MRVL) are set to report their respective quarterly results on Aug. 25 and Aug. 27, and though the two are somewhat “expensive compared to historical multiples,” UBS believes the pair are well positioned for the long term. To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
Adobe in holding pattern as it awaits new management, freemium shift: BNP
Aug 17, 2026, 11:05 AM ETBy: , SA News Editor Adobe (ADBE) appears to be in a bit of a holding pattern, BNP Paribas said on Monday, as the Photoshop maker changes management and its freemium push takes shape. “The company hopes to have new leadership in place before FY27 To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.
Netskope slides as Deutsche Bank downgrades on expectations of 'muted' quarter
Aug 17, 2026, 8:55 AM ETBy: , SA News Editor Netskope (NTSK) shares slide 4.5% in premarket trading on Monday as Deutsche Bank downgraded the cybersecurity firm, stating it sees a “muted” quarter. “We expect a muted new business quarter for NTSK after our survey results showed only 25% of respondents To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
SentinelOne likely to have 'AI-driven EDR renaissance' in Q2, TD Cowen says
Aug 17, 2026, 9:11 AM ETBy: , SA News Editor SentinelOne (S) is set to report fiscal second-quarter results on Aug. 27, and TD Cowen is expecting artificial intelligence to aid its results. “While mixed F1Q results (here) and a tepid F2Q outlook have formerly kept shares range bound, our industry checks during To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
Okta in focus as Wells Fargo upgrades on signs of improving demand, execution
Aug 17, 2026, 8:37 AM ET, By: , SA News Editor Okta (OKTA) was in the spotlight on Monday as Wells Fargo upgraded the cybersecurity firm, citing signs of improving demand and execution in its core business. Shares rose 1.9% in premarket trading. “Increasing body of evidence in support of core To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
Workday downgraded by Deutsche Bank ahead of possible acquisition
Aug 17, 2026, 7:59 AM ETBy: , SA News Editor Workday (WDAY) was downgraded by Deutsche Bank on Monday as the investment firm said the risk-reward is “more balanced” after shares rose recently following reports of a potential acquisition by private equity. Workday shares fell 2.8% in premarket trading. “We To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
Cerebras in focus as Wedbush sees 'progression' in OpenAI deal with GPT-5.6 Sol news
Aug 17, 2026, 7:53 AM ET, By: , SA News Editor Cerebras Systems (CBRS) was in focus on Monday as Wedbush Securities said it sees “progression” in its existing deal with OpenAI (OPENAI) following the disclosure that it will power the Ultrafast model of GPT-5.6 Sol. Cerebras shares rose 2.4% in premarket To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
AMD rises as it offers details on $4.75B debt offering
Aug 17, 2026, 7:34 AM ET, , , , , By: , SA News Editor AMD (AMD) shares rose 1% in premarket trading on Monday after it gave further detail on its upcoming $4.75B debt offering. As filed with the Securities and Exchange Commission, AMD is selling debt in four tranches: $1.25B in senior notes due 2029 To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
Workday could be acquired by private equity. Should it though?
Aug 15, 2026, 9:00 AM ETBy: , SA News Editor Recent reports indicated that back office software firm Workday (WDAY) could be acquired by private equity firm Silver Lake. Naturally, that has spurred up talk as to what Workday could be worth, with some analysts suggesting it To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.
Nvidia discloses big stake in SpaceX in Q2 moves
Aug 14, 2026, 5:04 PM ET, , , , , , , By: , SA News Editor Nvidia (NVDA) filed its 13F quarterly holding report on Friday and disclosed it owned a big stake in SpaceX (SPCX) as of the end of the second quarter. Led by CEO Jensen Huang, Nvidia disclosed it owned roughly 122.76M shares in To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.
Intel CEO adds to stake during capital raise
Aug 14, 2026, 4:55 PM ETBy: , SA News Editor Intel (INTC) CEO Lip Bu-Tan disclosed on Friday that he purchased 105,623 shares of the semiconductor giant at $95 per share. The purchase was disclosed in a filing with the Securities and Exchange Commission and occurred on Aug. 11. Intel To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.
ChatGPT regains ground against Gemini in July, still the 'clear leader' in AI chatbots: BNP
Aug 14, 2026, 11:52 AM ET, , , , By: , SA News Editor OpenAI's (OPENAI) ChatGPT regained some ground that it ceded to Google's (GOOG) (GOOGL) Gemini in July, though the artificial intelligence chatbot is still the “clear leader,” BNP Paribas said. “ChatGPT regains ground against Gemini as Claude keeps gradually gaining share. Gemini's To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Cisco downgraded at HSBC as firm worries about slowing growth
Aug 14, 2026, 10:13 AM ETBy: , SA News Editor Cisco (CSCO) was downgraded at HSBC on Friday to Hold from Buy as the investment firm said it is worried about slowing growth. Shares slipped in early trading. “Cisco shares are trading at 20.9x CY27e non-GAAP PE vs. 21.4x median for To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.
Blaize downgraded by DA Davidson to Neutral
Aug 14, 2026, 9:59 AM ETBy: , SA News Editor Edge computing firm Blaize Holdings (BZAI) was downgraded by DA Davidson to Neutral from Buy on Friday, as the investment firm has concerns about customer delays and costs. “Starshine had been an investor concern given their lack of track record, which To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
Globant tumbles on outlook cut, Wedbush downgrade
Aug 14, 2026, 9:42 AM ETBy: , SA News Editor Shares of Globant (GLOB) tumbled 12% on Friday after it cut its full-year outlook, prompting Wedbush Securities to downgrade the software development firm. “We are downgrading shares of Globant from OUTPERFORM to NEUTRAL while lowering our price target from $54 to $37 To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
Dell slips even as Wells Fargo ups price target ahead of Q2 results
Aug 14, 2026, 9:23 AM ETBy: , SA News Editor Dell Technologies (DELL) shares slipped fractionally in premarket trading on Friday even as Wells Fargo upped its price target to $545 from $505 ahead of the IT giant's second-quarter results, set to be released on Sept. 3. “Dell’s inflecting [traditional] server demand To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
Apple in focus as KeyBanc carrier survey offers some positives ahead of iPhone 18 launch
Apple (AAPL) was in focus on Friday as KeyBanc Capital Markets conducted its monthly carrier survey, which showed some positives ahead of next month's iPhone launch. Shares were little changed in premarket trading. “Our KFLD shows Indexed Spending +9% m/m, which is above
Intel's capital raise could imply foundry progress, expanding customer base: GF
Aug 14, 2026, 8:26 AM ETBy: , SA News Editor Intel's (INTC) $23B capital raise this week could imply that the semiconductor giant has made progress in its all-important foundry unit, and as such, an expanding customer base, GF Securities said. Shares rose fractionally in premarket trading on Friday. “We To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
Nebius, CoreWeave likely to keep benefiting amid rising AI data center pricing: Wedbush
Aug 14, 2026, 7:51 AM ET, By: , SA News Editor Earnings commentary from Nebius (NBIS) and CoreWeave (CRWV) both indicate that artificial intelligence data center pricing is rising, a trend that Wedbush Securities believes will continue to benefit both companies. “We view this commentary as very much in-line with one To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
Sandisk's investor day was bullish, but Wedbush isn't completely sold on the message
Aug 14, 2026, 7:35 AM ETBy: , SA News Editor Sandisk (SNDK) held its investor day on Thursday, and while much of the messaging was more bullish than expected, Wedbush Securities isn't completely sold that the storage maker can live up to its promises. Shares rose 6.8% in premarket trading on To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
Applied Materials slides as Q3 results, guidance top/miss estimates
Aug 13, 2026, 4:08 PM ET, , By: , SA News Editor Applied Materials (AMAT) shares slipped 2.5% in extended trading on Thursday even after the semiconductor equipment maker reported fiscal third-quarter results and guidance that topped Wall Street's forecast, suggesting investors wanted more. Shares have gained nearly 98% year-to-date. For the To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Cerebras says it's powering new ultrafast tier for OpenAI GPT-5.6 Sol
Aug 13, 2026, 2:26 PM ET, By: , SA News Editor Cerebras (CBRS), which reported second-quarter results and guidance on Wednesday, said on Thursday that it is powering the new ultrafast tier for OpenAI's (OPENAI) GPT-5.6 Sol model. “Ultrafast is available initially to a select group of customers, with access expanding over To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
Dynatrace buying Arize should boost AI presence 'more aggressively,' BofA says
Aug 13, 2026, 12:16 PM ETBy: , SA News Editor Dynatrace (DT) announced on Thursday that it intends to buy Arize for $915M in cash and stock, which Bank of America said should boost Dynatrace's artificial intelligence presence “more aggressively.” “Using the disclosed ~200bps of FY27 ARR growth accretion, we estimate Dynatrace To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
AMD files mixed shelf debt offering; reportedly could raise $5B
Aug 13, 2026, 11:50 AM ET, , , , , By: , SA News Editor AMD (AMD) shares rose 2.5% on Thursday after the semiconductor giant filed a mixed shelf debt offering with the Securities and Exchange Commission on Thursday. The offering, which could come in four tranches, could raise as much as $5B for the Dr. Lisa To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
Super Micro Computer in focus as Bernstein ups price target after strong guidance
Aug 13, 2026, 10:52 AM ETBy: , SA News Editor Super Micro Computer (SMCI) was in focus on Thursday as Bernstein upped its price target after the artificial intelligence server maker offered up stronger-than-expected results and guidance. “For FY2027, the company guided revenue to $65 billion-$72 billion, well above consensus expectations of $54.4 billion,” Bernstein To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Allegro Microsystems started with Buy rating at Benchmark
Aug 13, 2026, 8:43 AM ETBy: , SA News Editor Allegro Microsystems (ALGM) was started with a Buy rating and a $60 price target at Benchmark, as the investment firm sees future automotive-related growth. Shares rose 1.9% in premarket trading on Thursday. “Growth doesn’t come to mind when someone mentions To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
Microsoft in spotlight as JP Morgan ups target, citing Copilot, infrastructure acceleration
Aug 13, 2026, 8:33 AM ETBy: , SA News Editor Microsoft (MSFT) was in the spotlight on Thursday as J.P. Morgan upped its price target on the tech giant, citing an acceleration in its Copilot offerings and artificial intelligence infrastructure spending. Shares rose fractionally in premarket trading. “We are establishing To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding.
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