Cloudflare (NET) stock rallied 5% after Piper Sandler upgraded to Overweight with a $222 target, highlighting AI infrastructure and OpenAI partnerships.

Cadence Design Systems (CDNS) stock gained 2.46% after revealing a partnership with Nvidia (NVDA) to enhance AI robotics simulation and training capabilities.

Affirm (AFRM) stock jumped 6.7% Wednesday as Citi issued an Upside Catalyst Watch ahead of May 12 investor day. Here’s what analysts expect to hear.

Amazon and Meta are massive AI investors but with different strategies. Compare their 2025 financials to determine which stock offers better value.

Allbirds (BIRD) stock explodes over 400% after announcing pivot from sustainable shoes to AI infrastructure, $50M raise, and rebranding to NewBird AI.

Symbotic (SYM) stock jumps after DA Davidson upgrades to Buy with $70 target, highlighting AI automation leadership observed at MODEX trade show.

ServiceNow (NOW) stock has plummeted 43% YTD. Oppenheimer slashes price target to $130 but stays bullish ahead of April 22 earnings. Is NOW a buy?

Piper Sandler picks Datadog (DDOG) and Varonis as top infrastructure software stocks for 2026. Analysts cite AI growth and new product launches as catalysts.

Adobe (ADBE) stock jumped 3.02% to $242.84 after debuting Firefly AI Assistant, a conversational AI studio integrating 30+ models across Creative Cloud.

Starbucks (SBUX) stock gains 17% YTD as the company rolls out a ChatGPT beta app for personalized drink discovery under CEO Brian Niccol’s turnaround plan.