Ghazal Ahmed

Contributing Author

Recent Articles by Ghazal Ahmed

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
Feb-01	Meta Platforms (META) Price Target Lifted as Evercore Sees AI-Driven Revenue Inflection META Insider Monkey
Jan-30	Citizens Reiterates Market Outperform on Salesforce (CRM) as Agentforce Gains Traction CRM Insider Monkey
Jan-30	SoundHound AI (SOUN) Expands Partnership With Five Guys After 1M+ Interactions SOUN -6.83% Insider Monkey
Jan-30	HSBC Cuts CoreWeave (CRWV) Price Target, Flags High Funding Needs and Rising Debt Costs CRWV -6.37% Insider Monkey
Jan-30	Barclays Initiates Bloom Energy (BE) with Equalweight, Sees Growth Priced In BE Insider Monkey
Jan-30	Tigress Raises Intel (INTC) Price Target to $66 on AI Data Center and 18A Progress INTC Insider Monkey
Jan-30	TD Cowen Raises ASML Holding (ASML) Price Target to 1,500 on Strong EUV Bookings ASML Insider Monkey
Jan-30	Mizuho Upgrades Applied Materials (AMAT) to Outperform on Global WFE Tailwinds AMAT -5.57% Insider Monkey
Jan-30	JPMorgan Reiterates Overweight on ServiceNow (NOW) After Partner Checks NOW Insider Monkey
Jan-30	BofA Trims Amazon.com (AMZN) Target but Sees Upside from AWS and Advertising AMZN Insider Monkey
Jan-30	Goldman Cuts Microsoft (MSFT) Target after Earnings, Keeps Buy Rating MSFT Insider Monkey
Jan-30	Meta Platforms (META) Delivers Strong Quarter, but Spending Remains in Focus, Stifel Says META Insider Monkey
Jan-29	Mizuho Sees Long-Term Upside in CoreWeave (CRWV) Despite Near-Term Risks CRWV -6.12% Insider Monkey
Jan-28	RBC Calls International Business Machines Corporation (IBM) a Defensive AI Play as Red Hat Headwinds Ease IBM Insider Monkey
Jan-28	Scotiabank Sees Datadog (DDOG) as Safe AI Monitoring Play Despite PT Cut DDOG -8.81% DDOG Insider Monkey
Jan-28	BofA Sees Limited China Risk for ASML Holding N.V. (ASML), Maintains Top Pick Rating ASML Insider Monkey
Jan-28	Salesforce (CRM) Wins $5.6 Billion U.S. Army Technology Contract CRM -6.09% CRM Insider Monkey
Jan-28	Cantor Fitzgerald Sticks With Tesla (TSLA) Ahead of Earnings TSLA Insider Monkey
Jan-28	Evercore Bullish on Apple (AAPL) as Channel Checks Signal Upside AAPL Insider Monkey
Jan-28	Evercore Reiterates Outperform on Meta Platforms (META) Ahead of Earnings META +10.40% META Insider Monkey
Jan-28	Raymond James Reiterates Outperform on Microsoft (MSFT) Ahead of Earnings MSFT -9.99% MSFT Insider Monkey
Jan-28	Stifel Stays Bullish on Amazon (AMZN) Ahead of Earnings AMZN Insider Monkey
Jan-27	Bernstein Reiterates Outperform on ASML Ahead of Key Q4 Bookings Print ASML Insider Monkey
Jan-27	Microsoft (MSFT) Price Target Lowered at Stifel on Margin Pressure Concerns MSFT Insider Monkey
Jan-27	AI Cycles Support Long-Term View on META Despite Near-Term Pressure META Insider Monkey
Jan-27	Alphabet (GOOGL) Price Target Lifted at KeyBanc on AI and Cloud Momentum GOOGL Insider Monkey
Jan-27	Jefferies Flags App Store and Google Ad Risks for Apple (AAPL) AAPL Insider Monkey
Jan-27	Piper Sandler Sees Helios Ramp and OpenAI Driving AMD Upside AMD Insider Monkey
Jan-27	Needham Upgrades AppLovin (APP) to Buy on Ecommerce Growth Inflection APP Insider Monkey
Jan-27	Stifel Upgrades Datadog (DDOG) to Buy Ahead of Earnings, Sees Upside Surprise Potential DDOG Insider Monkey
Jan-27	Evercore ISI Reiterates Underperform on IBM Ahead of Earnings, Sees Results In Line IBM Insider Monkey
Jan-27	Jefferies Lifts Bloom Energy (BE) Target to $92 Amid Stronger 2026 Forecast, Keeps Underperform BE +9.09% BE +8.59% Insider Monkey
Jan-27	Aletheia Maintains Sell on Apple (AAPL), Lowers Target Price AAPL Insider Monkey
Jan-27	Lemonade's New Insurance Product Boosts Tesla (TSLA) FSD Narrative, Analyst Says TSLA Insider Monkey
Jan-27	Micron (MU) Draws Outperform Initiation on AI Memory Tailwinds MU +5.44% Insider Monkey
Jan-27	Analyst Sees Strong AI-Led Growth in Palantir (PLTR), Starts Buy PLTR Insider Monkey
Jan-27	Accenture's AI Advantage Sparks Bullish Initiation by Berenberg ACN Insider Monkey
Jan-27	Why Stifel Sees IBM as a "Safe Compounder" in AI IBM Insider Monkey
Jan-27	Why BofA Remains Cautious on Super Micro (SMCI) Even as AI Demand Grows SMCI Insider Monkey
Jan-27	Arm (ARM) Upgrade Highlights AI and Server CPU Expansion Potential ARM Insider Monkey
Jan-27	HSBC Warns SAP's Cloud Optimism May Be Overdone SAP Insider Monkey
Jan-27	TD Cowen Reiterates Buy on Alphabet (GOOGL), Sees Waymo Launches Accelerating in 2026 GOOGL Insider Monkey
Jan-25	Goldman Reaffirms Preference for Nvidia (NVDA) in AI Compute Ecosystem NVDA Insider Monkey
Jan-25	Goldman Sticks With Apple (AAPL) Buy Rating Despite Early-2026 Weakness AAPL Insider Monkey
Jan-25	Guggenheim Reiterates Buy on Oracle (ORCL), Keeps Stock as Software 'Best Idea ORCL Insider Monkey
Jan-25	Micron (MU) Seen Benefiting From Prolonged Memory Cycle, TD Cowen Says MU Insider Monkey
Jan-25	Bernstein Reiterates Outperform on ServiceNow (NOW), Sees GenAI Upside Into H2 2026 NOW Insider Monkey
Jan-25	Citizens Reiterates Market Outperform on Palo Alto Networks (PANW) After Industry Checks PANW Insider Monkey
Jan-25	Why Bernstein Sees Structural Upside for ASML Through 2029 ASML Insider Monkey
Jan-25	Seaport Global Turns Bullish on Intel (INTC), Citing Strong PC Signals and Foundry Progress INTC Insider Monkey
Jan-25	Investors Watch Cloudflare's (NET) Network and Edge AI Capabilities After Market Outperform Call NET Insider Monkey

Ghazal Ahmed

Recent Articles by Ghazal Ahmed

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