Oil Prices Climb as Iran Threatens Gulf Energy Infrastructure 
Canada Retaliatory Tariffs on U.S. Goods Take Effect 
China to Inject $45 Billion Into State Financial Institutions 
Iran Vows Tougher Response as U.S. Sanctions Squeeze Economy 
Asian Stocks Mixed as Korean Chipmakers Rally 
Brent Oil Tops $100 as Middle East Conflict Threatens Supply 
European Stocks Flat as Iran Tensions, ECB Rate Hike Loom 
Japan, U.S. Stay Aligned on Yen as Currency Surges 
Asian Currencies Mixed as Yen Rallies on BOJ Bets 
South Korea GDP Surges on Chip and AI Boom 
Gold Prices Rise as Yen Rally Weakens Dollar 
Asian Stocks Mixed as AI Chip Rally Meets Oil Surge 
Hormuz Shipping Slows as Iran Threats Lift Oil Risks 
ECB Set for September Rate Hike as Energy Prices Fuel Inflation 
Japanese Yen Nears Seven-Month High as Oil Approaches $100 
US Bans Canadian Alcohol, Motorcycles as Trade War Escalates 
Japan GDP Growth Beats Forecast, Boosting BOJ Rate Hike Bets 
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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.
