Just because Wall Street likes a stock doesn't mean it's a great pick. However, it's not a bad idea to at least consider how analysts view a given stock. After all, their opinions are (or at least, should be) based on a thorough review of the underlying businesses for the stock.

Chris Caso, a senior analyst at Wolfe Research, discussed key trends in the semiconductor industry in an interview with CNBC. He highlighted TSMC’s strong performance.

SoundHound saw its shares climb 836% in 2024 while Palo Alto returned a more pedestrian 23%. But Wall Street only expects one to repeat its performance while the other could be in for a down year.

Netflix shot up 14.6% after it reported adding nearly 19 million subscribers during the holiday-season quarter and it topped sales and profit targets. The video streaming service’s expansion into live programming appears to be paying off as it wrapped up its best year ever with more than $40 billion in revenue.

In a rare move, analysts at Jefferies downgraded one of the largest companies in the world, Apple (NASDAQ: AAPL), to underperform. Wall Street analysts are known for being bullish, so underperform and sell ratings tend to make up only a small percentage of overall analyst ratings.

Project Stargate will see companies like Oracle, SoftBank, MGX, and OpenAI commit an initial $100 billion to build data centers in the U.S.

Shares of Twilio (NASDAQ:TWLO) are surging 21% in morning trading Friday after the  internet services and infrastructure company reported preliminary results for the fourth quarter and full year of 2024.

Wall Street hit new records as Donald Trump began his second term as 47th U.S. president this week. The S&P 500 index — as tracked by the SPDR S&P 500 ETF Trust (NYSE:SPY) — climbed above 6,100 points,

Stargate is a private $500 billion artificial intelligence (AI) infrastructure project that has begun building massive data centers in the United States. Stargate is a joint venture between OpenAI, SoftBank Group,

Wall Street banks are getting ready to sell up to $3 billion of debt holdings in X, the social-media platform controlled by Elon Musk, two sources with knowledge of the matter said on Friday.

Piper Sandler analyst Arvind Ramnani thinks companies like Visa Inc. (V), Mastercard Inc. (MA), Block Inc. (XYZ) and PayPal Holdings Inc. (PYPL) are in a unique spot to take advantage of the technology, thanks to their massive troves of data and their need to stamp out fraud at scale.