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Microsoft's OpenAI Deal Faces $38 Billion Revenue Cap

Yahoo2026.05.12Source: Yahoo

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Microsoft's OpenAI Deal Faces $38 Billion Revenue Cap

The reported limit could improve OpenAI's IPO pitch while narrowing Microsoft's long-term upside.

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Mizuho Hikes Intel Price Target to $124 as Agentic AI Server Demand Validates the Turnaround

Yahoo2026.05.12

Mizuho raised its price target on Intel (NASDAQ:INTC) stock to $124 from $100 on May 12, keeping a Neutral rating as the firm cited agentic AI continuing to drive server demand. The revision is part of a broader semiconductor and AI infrastructure estimate hike across multiple names. For long-term investors, the move signals that even cautious ... Mizuho Hikes Intel Price Target to $124 as Agentic AI Server Demand Validates the Turnaround

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Wells Fargo Hikes NVIDIA Price Target to $315 Ahead of Earnings: Is the AI King Still Cheap at 20x P/E?

Yahoo2026.05.12

NVIDIA (NASDAQ:NVDA) stock just earned a fresh endorsement from Wells Fargo, which raised its price target to $315 from $265 and reiterated its Overweight rating on NVIDIA. The price target raise lands just eight days before NVIDIA’s quarterly report on May 20, with the firm arguing the stock still trades at less than 20 times ... Wells Fargo Hikes NVIDIA Price Target to $315 Ahead of Earnings: Is the AI King Still Cheap at 20x P/E?

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Oracle Could See Fiscal Q4 Upside From Restructuring, Strong Tech Infrastructure Spending, Oppenheimer Says

Yahoo2026.05.12

Oracle (ORCL) could see fiscal Q4 upside and potential guidance upgrades from strong technology infr

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