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| # | Date | Analyst Firm | Upside/Downside | Price Target Change | Rating Change | Current Rating |
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Analysts expect a rough third quarter. Potential market share losses to Walmart and Amazon are a theme.
https://techcrunch.com/2025/11/18/zoox-to-begin-offering-robotaxi-rides-to-public-in-san-francisco/
Cloudflare outage hit major platforms and tech stocks, with Nvidia, AMD and others falling as Nasdaq slid 1.2% and AI ETFs drop...
https://blogs.nvidia.com/blog/microsoft-nvidia-anthropic-announce-partnership/#:~:text=Microsoft%2C%20NVIDIA%20and%20Anthropic%...
Fund managers hold just 3.7% cash, triggering a BofA sell signal as AI bubble fears rise and Fed cut odds collapse.
Arm Holdings' Neoverse platform is powering major hyperscalers and offering energy-efficient and scalable solutions.
"Dean of Valuation" Aswath Damodaran calls Nvidia and Tesla the "most irrational" stocks, warning their prices ...
