EU Recovery Fund Faces Bottlenecks Despite Driving Digital and Green Projects 
Gold, Silver, and Platinum Rally as Precious Metals Recover from Sharp Selloff 
Oil Prices Steady as Markets Weigh U.S.-Iran Talks, Dollar Strength Caps Gains 
U.S. Stock Futures Rise as Investors Eye Big Tech Earnings and AI Momentum 
U.S. Stock Futures Slip as Markets Brace for Big Tech Earnings and Key Data 
RBA Raises Interest Rates by 25 Basis Points as Inflation Pressures Persist 
IMF Forecasts Global Inflation Decline as Growth Remains Resilient 
Philippines Manufacturing PMI Hits Nine-Month High Despite Weak Confidence Outlook 
Dollar Holds Firm as Strong U.S. Data, Fed Expectations and Global Central Bank Moves Shape Markets 
South Korea Inflation Hits Five-Month Low as CPI Reaches Central Bank Target 
Starmer’s China Visit Highlights Western Balancing Act Amid U.S.-China Rivalry 
South Korea Factory Activity Hits 18-Month High as Export Demand Surges 
Indian Rupee Strengthens Sharply After U.S.-India Trade Deal Announcement 
Trump Announces U.S.–India Trade Deal Cutting Tariffs, Boosting Markets and Energy Ties 
UK Employers Plan Moderate Pay Rises as Inflation Pressures Ease but Persist 
India Budget 2025 Highlights Manufacturing Push but Falls Short of Market Expectations 
Oil Prices Slide Nearly 3% as U.S.-Iran Talks Ease Geopolitical Tensions 
Top Wall Street analysts have boosted price targets and outlooks on major AI-related stocks this week, signaling growing confidence in the sector’s growth trajectory.
Wedbush’s Daniel Ives raised Microsoft’s (NASDAQ:MSFT) price target to $600, citing rapid enterprise AI adoption and strong momentum for Copilot and Azure. He predicts over 70% of Microsoft’s enterprise customers will adopt AI features by 2026, with Copilot alone generating up to $25 billion annually.
JPMorgan reaffirmed Amazon (NASDAQ:AMZN) as a “Best Idea,” highlighting its expanding Prime ecosystem, now delivering $1,430 in annual value per U.S. member. The bank sees room for a price hike by 2026 and predicts global Prime users will hit 350 million next year, with growth driven by logistics, Alexa, and Prime Video engagement.
Benchmark boosted Tesla’s (NASDAQ:TSLA) target to $475 following its robotaxi rollout in Austin. The analyst praised Tesla’s scalable, cost-effective camera-based autonomous driving approach and sees the company evolving into a high-tech robotics firm.
HSBC upgraded Broadcom (NASDAQ:AVGO) to Buy, setting a $400 target on rising demand for custom ASIC chips. Analysts expect ASIC revenues to exceed consensus by over 40% in 2026, with hyperscaler demand and ASP growth driving valuation.
Melius Research lifted AMD (NASDAQ:AMD) to Buy, hiking its target to $175. AMD’s growing traction in the AI GPU space, strong partnerships with Amazon, OpenAI, and Saudi Arabia’s HUMAIN, and new server chips like “Venice” and “Helios” are seen as long-term growth catalysts. EPS estimates were raised, with analysts predicting potential multi-billion-dollar gains from GPU sales if AMD reaches 5% share in the accelerator market.
These upgrades reflect intensifying competition and massive upside potential in AI-driven cloud, chip, and autonomous sectors.
