TD Cowen has reiterated its "buy" rating on AMD, highlighting the company's Helios product as a significant inflection point in the AI sector. This positive outlook suggests strong future performance for AMD, driven by its advancements in artificial intelligence technology.

SCS Capital Management LLC significantly increased its stake in Digital Realty Trust (NYSE:DLR) by 1,033.1% in Q2, bringing its total holdings to 32,962 shares valued at approximately $5.75 million. This increase occurred despite recent insider selling by executives totaling around $10.8 million, including significant sales by CEO Andrew Power and Director Mary Hogan Preusse. Digital Realty Trust has declared a quarterly dividend of $1.22 per share, yielding about 3.0%, and analysts currently hold a "Moderate Buy" consensus rating with a target price of $198.76.

This article announces that S&P Global has partnered with Amazon Web Services (AWS) to leverage AI for enhanced market insights. The collaboration aims to combine S&P Global's extensive data with AWS's AI capabilities. However, the full content of the article is missing, so specific details about the partnership and its implications are unavailable.

Oracle Corp. saw its stock gain 3.3% to an intraday high of USD 207.92, significantly outperforming the S&P 500's modest 0.25% increase. Despite a challenging recent month, Oracle's year-to-date performance remains strong at 24.66%, well above the S&P 500's 16.11%. The company demonstrates solid management efficiency with a ROCE of 24.29% and robust debt management but has shown modest long-term operating profit growth.

Motorola Solutions, Inc. (MSI) recently reported strong Q3 2025 earnings and acquired Blue Eye, an AI-powered video monitoring firm, strengthening its public safety and security technology portfolio. These developments underscore Motorola Solutions' drive towards AI-enhanced security operations, potentially offsetting challenges to its traditional LMR systems. The company's investment narrative now heavily features expanding higher-margin, AI-driven software and services, with financial projections indicating significant revenue and earnings growth by 2028.

Piper Sandler has reiterated an Overweight rating on Amazon (AMZN) with a $233 price target, citing promising holiday season spending and strong AWS product momentum. The firm noted solid Black Friday to Cyber Monday growth and anticipates a 5% increase in total holiday season spend. Additionally, Piper Sandler was impressed by AWS CEO Garman’s re:Invent keynote, highlighting the arrival of the Agentic platform era.

Lido Advisors LLC significantly reduced its stake in NetApp (NASDAQ:NTAP) by 86.5%, selling 54,630 shares and retaining 8,525 shares valued at approximately $908,000. Despite this, NetApp exceeded quarterly earnings and revenue expectations, reporting $2.05 EPS on $1.71 billion revenue, and offered strong FY2026 guidance. The company also announced a quarterly dividend of $0.52 per share and holds a "Moderate Buy" consensus rating from analysts with an average price target of $124.07.

Microchip Technology Inc. (MCHP) saw its shares climb by 22.8% due to an upbeat growth outlook for the third quarter of fiscal year 2026. The company now expects net sales and non-GAAP EPS to be at the higher end of its guidance, attributing the improved performance to strong bookings and progress on its nine-point recovery plan. CEO Steve Sanghi highlighted sustained strong bookings through November and growth into the March 2026 quarter.

Quantbot Technologies LP significantly increased its stake in Tyler Technologies, Inc. (NYSE:TYL) by 200.4% in the second quarter, acquiring an additional 2,954 shares. Other institutional investors also adjusted their positions in TYL, with hedge funds and institutional investors collectively owning 93.30% of the company's stock. Analysts have a "Moderate Buy" consensus rating for Tyler Technologies, with an average target price of $660.09.

Baupost Group LLC MA increased its stake in Fidelity National Information Services, Inc. (NYSE:FIS) by 8.5% in the second quarter, acquiring an additional 296,764 shares. This purchase makes FIS the firm's 5th largest holding, representing 7.5% of their investment portfolio. Other institutional investors have also adjusted their positions, and FIS recently reported strong earnings and announced a quarterly dividend.