July 24, 2026
• Baird raised its price target for $AMD to a new Street-high of $1,250 from $625, while maintaining an "Outperform" rating
• The Pentagon announced a contract with $ORCL worth nearly $7 billion over a decade
• $QCOM reportedly plans to increase prices by a percentage in the double digits
• $GOOGL and $VZ signed a dark-fiber infrastructure deal valued in excess of $1 billion
• Anthropic launched its Opus 5 model, saying it is “much stronger at verifying its work and iterating carefully until it succeeds"
• $AXP shares fell after it reported a revenue miss in the second quarter