Ghazal Ahmed

Contributing Author

Recent Articles by Ghazal Ahmed

Feb-22	Amazon.com, Inc. (AMZN) Named Top AI Pick as Morgan Stanley Sees AWS Acceleration and Agentic Upside AMZN Insider Monkey
Feb-22	NVIDIA Corporation (NVDA) Gains on Expanded Meta Partnership, Stifel Sees Structural AI Alignment NVDA Insider Monkey
Feb-22	Alphabet Inc. (GOOGL) Touted as AI-Driven Search Winner as Analysts See TAM Expansion GOOGL Insider Monkey
Feb-22	Broadcom Inc. (AVGO) Draws Mixed Analyst Views as AI ASIC Momentum Faces Hyperscaler Risks AVGO Insider Monkey
Feb-22	MongoDB, Inc. (MDB) Seen as GenAI Database Leader Ahead of Earnings, RBC Reiterates Outperform MDB Insider Monkey
Feb-22	Palantir (PLTR) Called a "Category of One" as Analysts Upgrade the Stock PLTR Insider Monkey
Feb-22	Datadog, Inc. (DDOG) Reaffirmed as Top Pick After Investor Day Highlights AI and ARR Expansion DDOG Insider Monkey
Feb-22	International Business Machines (IBM) Cut to Hold on Weak Consulting Growth and Infrastructure Slowdown IBM Insider Monkey
Feb-22	Fortinet, Inc. (FTNT) Downgraded to Hold Despite Strong Q4 as Analysts Warn of Margin Pressures FTNT Insider Monkey
Feb-22	CoreWeave, Inc. (CRWV) Slides as Morgan Stanley Flags Execution Risks and Data Center Delays Ahead of Earnings CRWV Insider Monkey
Feb-17	BTIG Stays Positive on Palo Alto Networks (PANW) as Channel Checks Improve PANW Insider Monkey
Feb-17	Rivian (RIVN) Gains Momentum as R2 Launch Stays on Track RIVN -7.11% Insider Monkey
Feb-17	Twilio (TWLO) Gains Momentum as AI and Voice Demand Accelerate TWLO Insider Monkey
Feb-17	NordVPN Partners With CrowdStrike (CRWD) to Boost Consumer Threat Protection CRWD Insider Monkey
Feb-17	Intel (INTC) Faces 'Show-Me' Reset as DA Davidson Initiates Neutral Rating INTC Insider Monkey
Feb-17	Applied Materials (AMAT) Seen Winning Whether WFE Growth Is Market- or Share-Driven AMAT Insider Monkey
Feb-17	Is Advanced Micro Devices (AMD)'s AI Catch-Up Strategy Enough? Analysts Remain Cautious AMD Insider Monkey
Feb-17	Tesla's (TSLA) Growth Outlook Hinges on AI, Not Just EV Sales TSLA Insider Monkey
Feb-17	Broadcom's (AVGO) AI Role Acknowledged, But Valuation Concerns Remain AVGO Insider Monkey
Feb-17	Alphabet's (GOOGL) Waymo Momentum Strengthens as Analysts Reaffirm Bullish View GOOGL Insider Monkey
Feb-14	CoreWeave's (CRWV) AI Boom Story Now Competes With Securities Lawsuit CRWV Insider Monkey
Feb-14	Why One Analyst Thinks Rivian's (RIVN) Liquidity Story Matters More Than Losses RIVN Insider Monkey
Feb-14	Cloudflare (NET) Draws Fresh Optimism After Earnings Beat, KeyBanc Reiterates Overweight NET Insider Monkey
Feb-14	CrowdStrike (CRWD) Draws Fresh Optimism as HSBC Sees Attractive Entry Point CRWD Insider Monkey
Feb-14	Marvell (MRVL) Gains Analyst Support as Stifel Reiterates Buy After XConn Deal MRVL Insider Monkey
Feb-14	Palantir's (PLTR) AIP Growth Story Drives Rare Double Upgrade PLTR Insider Monkey
Feb-14	Palo Alto Networks (PANW) Back in Spotlight as Earnings Approach PANW Insider Monkey
Feb-14	Why DRAM Shortages Are Pushing Micron (MU) Back Into the Spotlight MU Insider Monkey
Feb-14	Tesla's (TSLA) 'Investment Year' Strategy Is Turning Heads on Wall Street TSLA Insider Monkey
Feb-14	Why Apple's (AAPL) AI Rollout Timeline Is Raising Fresh Questions AAPL Insider Monkey
Feb-14	Analyst Sees NVIDIA (NVDA) Momentum Building Into Key Catalysts NVDA Insider Monkey
Feb-11	Taiwan Export Data Signals Potential Upside for Nvidia (NVDA) NVDA Insider Monkey
Feb-11	Broadcom's (AVGO) AI Momentum Extends Through 2028, UBS Says AVGO Insider Monkey
Feb-11	Oracle (ORCL) Gets Fresh Boost From Optimism Around OpenAI Exposure ORCL Insider Monkey
Feb-11	Tesla (TSLA) Draws Fresh Attention as Morgan Stanley Highlights Solar Opportunity TSLA Insider Monkey
Feb-11	Can Micron (MU) Sustain Momentum? Analysts Point to Pricing Tailwinds MU +9.94% Insider Monkey
Feb-11	Palantir (PLTR) Slides 20%, but Analyst Upgrade Signals Fresh Optimism PLTR Insider Monkey
Feb-11	Can Reddit (RDDT) Sustain Its Momentum? Needham Thinks So RDDT -7.13% RDDT -5.90% Insider Monkey
Feb-11	Datadog's (DDOG) Cautious Outlook Doesn't Shake Rosenblatt's Bullish View DDOG Insider Monkey
Feb-11	What's Holding Analysts Back on Fortinet (FTNT) Despite a Target Hike FTNT Insider Monkey
Feb-11	monday.com (MNDY) Slumps 34% YTD - Analyst Sees "Straightforward Buy" MNDY Insider Monkey
Feb-10	Super Micro (SMCI) Is One of the AI Stocks Analysts Are Watching After Q2 Blowout SMCI Insider Monkey
Feb-10	Qualcomm (QCOM) Beats Estimates as Piper Sandler Reiterates Overweight Rating QCOM Insider Monkey
Feb-10	CrowdStrike (CRWD) Draws Analyst Support After Saudi Aramco Collaboration CRWD Insider Monkey
Feb-10	Datadog's (DDOG) AI Positioning in Focus as RBC Maintains Outperform Rating DDOG +13.74% Insider Monkey
Feb-10	Tesla (TSLA) Remains a Battleground Stock as Analysts Weigh AI Optionality TSLA Insider Monkey
Feb-10	Advanced Micro Devices (AMD)'s Datacenter Momentum Builds as Goldman Flags Operating Expense Pressure AMD Insider Monkey
Feb-10	Melius Downgrades Oracle (ORCL) to Hold as AI Monetization Faces Scrutiny ORCL Insider Monkey
Feb-10	Bank of America Stands by Nvidia (NVDA) With $275 Target as AI Leadership Holds NVDA Insider Monkey
Feb-10	Melius Downgrades Microsoft (MSFT) to Hold, Flags AI Capex and Cash Flow Risks MSFT Insider Monkey
Feb-10	Bank of America Says AWS Capex Returns Will Drive Amazon.com (AMZN) Shares AMZN Insider Monkey
Feb-07	Barclays Trims Super Micro (SMCI) Target Despite Strong AI Server Demand SMCI Insider Monkey
Feb-07	Baidu's (BIDU) AI Chip Spinoff Seen as Catalyst for Shareholder Value BIDU Insider Monkey
Feb-07	Stifel Sees Upside for Teradyne (TER) from AI and Semi Test Share Gains TER Insider Monkey
Feb-07	KeyBanc Flags Guidance Uncertainty as Key Debate around Datadog (DDOG) DDOG Insider Monkey
Feb-07	Strong Palantir (PLTR) Results Fail to Shift RBC's Bearish Stance PLTR Insider Monkey
Feb-07	Baird Highlights AI GPU and Server Strength atAdvanced Micro Devices, Inc (AMD) AMD Insider Monkey
Feb-07	Wolfe Sees Catalyst-Rich Year Ahead for Tesla (TSLA) Despite Fundamental Concerns TSLA Insider Monkey
Feb-07	UBS Maintains Neutral View as Apple (AAPL) App Store Trends Stay Solid AAPL Insider Monkey
Feb-07	Broadcom (AVGO) Seen Well Positioned as AI Spending Concerns Ease AVGO Insider Monkey
Feb-07	Nvidia's (NVDA) Long-Term AI Trajectory Remains Intact, Wolfe Says NVDA Insider Monkey
Feb-05	Amazon.com (AMZN) Set to Report Earnings as UBS Raises Price Target on AWS Outlook AMZN Insider Monkey
Feb-05	Microsoft (MSFT) Maintains Strong AI Positioning Amid Hyperscaler Focus MSFT Insider Monkey
Feb-05	Meta Platforms (META) Reports Strong Quarterly Results on Advertising Momentum META Insider Monkey
Feb-05	Analyst Sticks with Nvidia (NVDA) as AI Valuation Gap Widens NVDA Insider Monkey
Feb-05	Alphabet (GOOGL) Execution Across AI, Ads, and Cloud Lifts Bernstein Outlook GOOGL Insider Monkey
Feb-05	Evercore ISI Stays Outperform on Apple (AAPL), Keeps $330 Target AAPL Insider Monkey
Feb-05	Scotiabank Cuts Oracle (ORCL) Target to $220, Keeps Sector Outperform ORCL -6.95% Insider Monkey
Feb-05	Why Piper Sandler Says Google's Project Genie Isn't a Threat to AppLovin (APP) APP Insider Monkey
Feb-05	Deutsche Bank Raises Palantir (PLTR) Target to $200, Keeps Hold on Valuation Concerns PLTR -6.83% Insider Monkey
Feb-05	Benchmark Reiterates Hold on Marvell (MRVL) After Celestial AI Deal MRVL Insider Monkey
Feb-04	Why Benchmark Says Google's AI Won't Derail AppLovin (APP) APP -16.12% Insider Monkey
Feb-04	Jefferies Sees Modest Q4 Beat for Fortinet (FTNT), Remains Cautious on 2026 FTNT Insider Monkey
Feb-04	Palantir (PLTR) Delivers Another 'Drop-the-Mic' Quarter, Wedbush Says PLTR -11.62% Insider Monkey
Feb-04	Amazon.com's (AMZN) 2026 Could Mark an AI Script Flip, Evercore Says AMZN Insider Monkey
Feb-04	UBS Cuts Oracle (ORCL) Target but Sees Funding Clarity as a Catalyst ORCL -5.17% Insider Monkey
Feb-04	Why Cantor Is Sticking With Tesla (TSLA) on AI and Robotics TSLA Insider Monkey
Feb-04	MongoDB (MDB) Seen as a Leader in Database Growth, BofA Says MDB Insider Monkey
Feb-04	JPMorgan Upgrades Autodesk (ADSK) on AI and Infrastructure Exposure ADSK Insider Monkey
Feb-04	Why Bernstein Still Sees Value in Qualcomm (QCOM) Despite Smartphone Fears QCOM Insider Monkey
Feb-04	RBC Reiterates Outperform on Marvell (MRVL) as AI Infrastructure Thesis Strengthens MRVL Insider Monkey
Feb-03	Why Bernstein Calls ServiceNow (NOW) a Discount Large-Cap Growth Stock NOW -6.97% Insider Monkey
Feb-03	Fortinet (FTNT) Downgraded as Analysts Reassess 2026 Growth Outlook FTNT Insider Monkey
Feb-03	Datadog (DDOG) Seen as Software Top Pick as AI Momentum Builds DDOG -7.28% Insider Monkey
Feb-03	Elastic (ESTC) Positioned to Benefit from AI Use Cases and Tool Consolidation ESTC -8.34% Insider Monkey
Feb-03	Bernstein Raises International Business Machines (IBM) Target but Flags Full Valuation After Q4 Beat IBM -6.49% Insider Monkey
Feb-03	Palantir (PLTR) Pullback Creates Entry Point, William Blair Says PLTR +6.85% Insider Monkey
Feb-03	Barclays Reiterates Overweight on Oracle (ORCL) After Financing Update ORCL Insider Monkey
Feb-03	Evercore Removes Apple (AAPL) From Tactical List after Strong Earnings AAPL Insider Monkey
Feb-03	Nvidia (NVDA) Weakness Seen as Buying Opportunity, Analyst Says NVDA Insider Monkey
Feb-03	Wedbush Reiterates Outperform on Amazon (AMZN) Ahead of Earnings AMZN Insider Monkey
Feb-01	Bernstein Doubles Down on ASML Holding (ASML) as Memory and EUV Momentum Builds ASML Insider Monkey
Feb-01	Citizens Downgrades SAP SE (SAP) After CRB Growth Slows to Nine-Quarter Low SAP Insider Monkey
Feb-01	BofA Stays Bearish on C3.ai (AI), Sees Limited Upside Amid Rising AI Competition AI Insider Monkey
Feb-01	BMO Maintains Outperform on Datadog (DDOG) Despite OpenAI Risk DDOG Insider Monkey
Feb-01	Why Stifel Says International Business Machines (IBM) Remains a Top Large-Cap Defensive AI Stock IBM Insider Monkey
Feb-01	DA Davidson Reiterates Buy on Snowflake (SNOW), Calls It a Selective Software Pick SNOW Insider Monkey
Feb-01	Why Piper Sandler Sees ServiceNow (NOW) as a Market-Leading AI Innovator NOW Insider Monkey
Feb-01	Tesla (TSLA) Seen as 'Physical AI' Leader as Mizuho Lifts Price Target TSLA Insider Monkey
Feb-01	Why JPMorgan Says Apple's (AAPL) Results Should Calm Investor Nerves AAPL Insider Monkey

Ghazal Ahmed

Recent Articles by Ghazal Ahmed

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