That’s a wrap on HOOD Summit ’26! What an incredible few days in Houston. We were proud to sponsor this year’s event and connect with so many investors, creators, industry leaders, and members of the Robinhood community. From checking out @Robinhood’s exciting new features to hearing from Vlad Tenev and watching chess Grandmaster Hikaru Nakamura bring the connection between chess and investing to life alongside TipRanks Uri Gruenbaum and Robinhood’s Abhishek Fatehpuria, there was no shortage of great moments. A huge thank you to everyone who stopped by the TipRanks booth, joined our conversations, and made the Summit such a memorable event. Until next time, HOOD Summit! 🚀 #HOODSummit# #TipRanks# #Robinhood# #Investing# #Trading# @GMHikaru

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Micron’s $MU Q4 reinforced the same story across Wall Street – AI memory demand remains strong, supply is tightening, and earnings durability may still be underestimated. TD Cowen: Buy | $1,600 Demand durability keeps improving, with revenue guidance well above expectations and AI memory upside beyond signed long-term agreements. JPMorgan: Overweight | $1,540 Called Q4 a “decisive beat-and-raise,” highlighting tighter supply-demand conditions and stronger multi-year earnings power. RBC: Outperform | $1,500 Sees supply-demand tightening further into 2027-28 and believes floor-pricing agreements still receive little credit in the stock. Morgan Stanley: Overweight | $1,200 Says the business continues to show strength, with Micron’s earnings durability still underappreciated despite more normalized beats.

JPMorgan keeps an Overweight rating on Alphabet $GOOG $GOOGL after the company announced its new frontier model, Gemini 4 Argon. The model shows frontier performance in complex workflows, cyber defense, and software engineering, the analyst tells investors in a research note. JPMorgan points out that according to DeepMind-provided benchmarks, Argon ranks favorably compared to GPT-6 Astra, Claude Fable 5.1, and Claude Opus 5.5 across a wide range of use cases and workflows. The firm finds it critical for Google to "re-establish itself at the frontier and as an AI leader for both the industry and investors."

Microsoft $MSFT added to Q4 'Tactical Ideas list' at Wells Fargo Wells Fargo analyst Michael Turrin raised the firm's price target on Microsoft to $725 from $700 and keeps an Overweight rating on the shares. Microsoft shares offer a "favorable tactical setup" into Q4 given a "number of key catalysts," including the realization of its AI advantage, Ignite conference in November, and new segment reporting, the analyst tells investors in a research note. Wells believes momentum is "shifting back to" Microsoft in the mega cap technology space as the company "delivers on AI monetization story alongside balanced investment approach."

Rocket Lab $RKLB initiated with a Buy at Citi Citi initiated coverage of Rocket Lab with a Buy rating and $105 price target, which offers 51% upside. The firm says Rocket is one of only a few companies on the planet delivering regular commercial access to orbit. The company is uniquely positioned in the space industry given its proven Electron launch vehicle, the analyst tells investors in a research note. Rocket shares are a "core holding for space bulls," Citi contends.

🚨Amazon $AMZN added to US Conviction List at Goldman Sachs Goldman Sachs analysts added to the firm's US Conviction List as part of its monthly update. Goldman believes Amazon is well positioned for compounded revenue growth and operating margin expansion on a multi-year horizon. It has a Buy rating on the shares with a $375 price target.

Amazon $AMZN price target raised to $360 from $335 at Rosenblatt Rosenblatt raised the firm's price target on Amazon to $360 from $335 and keeps a Buy rating on the shares. As personal agents and AI shopping assistants "compress the discovery and purchase funnel," concern is emerging that Amazon's retail media model is at risk of complete displacement, the analyst tells investors in a research note. The firm believes the risk is overstated. The "narrative is false, and this is not the first time Amazon has faced pressure against secular changes in consumer behavior," contends Rosenblatt. The firm upped its long-term estimates for Amazon, saying it has conviction that even if the advertising model changes, the company "can navigate this period of transition largely unaffected."

Microsoft $MSFT price target raised to $610 from $550 at Piper Sandler Piper Sandler analyst Billy Fitzsimmons raised the firm's price target on Microsoft to $610 from $550 and keeps an Overweight rating on the shares. The firm upped the target to reflect Microsoft's "Super App" announcement, uplift from the new E7 enterprise licensing plan, and the growing contribution of consumption-based pricing to Copilot and Cowork. Piper says every 10% shift of seats from E5 to E7 drives a $2B annualized revenue uplift. The firm also sees a path to new Copilot and Cowork consumption revenue scaling to a $2B annualized run rate by fiscal 2028. Piper now has increased confidence in Microsoft 365's outlook.