New episode of The Future of Retail Investing & AI 🎙️ Julie talked with @TipRanks CEO Uri Gruenbaum and @LSEGplc 's Shrey Kohli about UK retail investing, the £600B sitting in cash accounts, and how AI (LSEG's MCP + TipRanks' Samuel AI) is reshaping how people invest. Watch here:

Amazon's $AMZN AWS could reach $1T in revenue in 8-10 years, says Morgan Stanley Morgan Stanley tells investors in a research note that Amazon's AWS could reach $1T in revenue over the next 8-10 years, creating a path toward $500B of company-wide EBIT and a $500 share price by YE27. The firm has an Overweight rating and $335 price target on the stock.

Ondas $ONDS price target raised to $22.75 from $21.50 at Ladenburg Ladenburg analyst Jon Hickman raised the firm's price target on Ondas to $22.75 from $21.50 and keeps a Buy rating on the shares. The firm cites the company's accelerating revenue outlook for the target boost.

Riot Platforms $RIOT price target raised to $22 from $20 at JPMorgan JPMorgan raised the firm's price target on Riot Platforms to $22 from $20 and keeps an Overweight rating on the shares. The company is "building momentum" with an Anthropic lease signed at "attractive economics," the analyst tells investors in a research note. The firm says execution of Riot's AMD lease remains on track.

BofA says Micron $MU remains a top pick at BofA as SanDisk's durable growth outlook suggests memory may be entering a structurally stronger phase, potentially lifting Micron to $200-$250 in FY30 EPS versus consensus peak estimates of $160-$170, the analyst tells investors in a research note. The firm reiterates a Buy rating on Micron and $1,550 price target.

🔼Apple $AAPL upgraded to Buy from Neutral at Rothschild & Co Redburn Rothschild & Co Redburn analyst Timm Schulze-Melander upgraded Apple to Buy from Neutral with a price target of $400, up from $260. The firm sees iPhone sales growing at 12% annually, or up to 14% above consensus expectations, through fiscal 2030, led by Apple's entry into the premium foldable market with the launch of the iPhone Ultra. Stronger than consensus iPhone earnings and a "strategic reset" to Apple Intelligence leave Rothschild's estimates 18% above fiscal 2030 consensus. It has confidence that Apple's relative valuation multiple is "well supported." The firm believes Apple may be able to "assert itself as the gatekeeper of consumer AI, delegating AI workloads to a subservient fleet of open-source models, monetized via Apple Pay and other payment platforms."

🚨SoFi Technologies $SOFI initiated with an Overweight at Piper Sandler Piper Sandler analyst Patrick Moley initiated coverage of SoFi Technologies with an Overweight rating and $22 price target. Piper views SoFi as a "high-growth personal finance story." SoFi is a vertically integrated digital financial services company offering loans and personal finance products, including checking, savings, and investing accounts, the analyst tells investors in a research note. The firm says SoFi offers investors exposure to a large, growing total addressable market in lending and debt consolidation for a younger, creditworthy demographic. In addition, the company has a "powerful product flywheel accelerating adoption across new and existing members," adds Piper.

Analysts remained broadly positive on Applied Materials $AMAT after fiscal Q3, though several firms trimmed price targets as strong results were weighed against margin concerns and very high expectations. The main takeaway was that demand remains strong across leading edge foundry/logic, advanced packaging, DRAM, and broader wafer fab equipment, with AI continuing to support the spending cycle. Bernstein highlighted particularly strong Q4 guidance and said management expects 2026 equipment sales growth to exceed the roughly 30% level previously discussed. JPMorgan similarly pointed to accelerating AI-driven wafer fab equipment demand and improving visibility. Near-term margins were the main source of caution. BofA said the quarter delivered a solid beat and raise, but investors appeared to want greater gross-margin leverage and stronger sequential growth guidance. UBS also cited softer-than-expected gross-margin commentary and conservative near-term guidance, while Deutsche Bank described the outlook as “hazy” despite keeping its long-term thesis intact. Bernstein raised its target to $700 from $675, while JPMorgan made the largest upward revision – to $660 from $515. B. Riley, BofA, UBS, Deutsche Bank, and Morgan Stanley all lowered their targets, although most maintained positive ratings. Overall, analysts still see substantial earnings upside from AI infrastructure spending, capacity expansion, and semiconductor equipment demand – with the debate centered on whether margins and near-term growth can keep pace with already elevated expectations.

Ondas $ONDS price target raised to $18 from $16 at Oppenheimer Oppenheimer analyst Timothy Horan raised the firm's price target on Ondas to $18 from $16 and keeps an Outperform rating on the shares. The firm notes the company reported record Q2 revenue of $83.8M vs. its $65M, up 67% quarter-over-quarter and 13-times year-over-year.