TradingKey

• BBVA's stock rose due to a €1 billion share buyback program. • Analysts maintain "Buy" ratings and raised price targets for BBVA. • Spanish and European economic growth supports BBVA's positive outlook.

• Stagwell partnered with AppLovin's mobile advertising platform. • Insider selling occurred, but positive momentum prevailed. • AppLovin's revenue is $5.48B; net profit is $3.33B.

• Dell Technologies stock rose on positive analyst sentiment and AI. • AI server revenue forecasts for FY27 were significantly increased. • New cybersecurity features enhance Dell's AI infrastructure offerings.

• Amphenol reported Q4 2025 earnings exceeding estimates, with optimistic 2026 outlook. • Acquisition of CommScope boosts exposure to artificial intelligence markets. • Analysts maintain positive ratings, while institutional investors increase holdings.

• Copper and iron ore prices rose, boosting BHP stock. • Analyst upgrade to "Strong Buy" increased investor confidence. • Company strategy aligns with global electrification demand.

• Copper price rebound drove Southern Copper's share price up. • Analysts upgraded 2026 EPS and revenue estimates for Southern Copper. • Company faces headwinds from lower ore grades and cautious analyst ratings.

• Trane Technologies exceeded earnings and revenue expectations, increasing its dividend. • Strong 2026 guidance is supported by record HVAC backlog and AI data center solutions. • Analysts maintain a positive outlook with "Moderate Buy" and increased price targets.

• Arista Networks' AI networking products drive investor interest. • Q4 2025 results beat expectations; 2026 outlook revised upwards. • Analysts maintain positive ratings with elevated price targets.

• Analyst upgrades and price target increases boosted Corning's stock. • Corning announced new AI data center connectivity solutions with US Conec. • Institutional investors like TABR Capital Management initiated new positions.

• GE Vernova's stock rose due to analyst upgrades and AI data center demand. • Inclusion in S&P 100 index increased demand from index funds. • Company forecasts optimistic revenue and increased shareholder returns.

• Micron reported record Q2 FY2026 results and strong guidance. • Investors are concerned about Micron's large capital expenditure plans. • Stock saw intraday volatility despite strong financials and AI demand.

• Palantir's Maven AI designated "program of record" by Pentagon. • UK FCA contract expands Palantir's AI platform into financial crime. • Analysts maintain Outperform ratings, citing AI strength and contracts.

• Oracle's stock rose on strong cloud and AI growth. • Remaining performance obligations reached an unprecedented level. • Company raised FY27 revenue guidance, exceeding estimates.

• Goldman Sachs revised 2026 oil forecasts due to Strait of Hormuz disruption. • Company reported earnings and revenue exceeding estimates, raised dividend. • Industry backdrop of mergers, IPOs, and private equity supports growth.

• Ferguson stock price rose amid analyst upgrades and non-residential strength. • Analysts' average 12-month price target for FERG is around $269-$270. • Strong non-residential market growth counterbalances residential market headwinds.

• Applied Materials added to S&P 100 index on March 23, 2026. • Company expects semiconductor equipment business to grow over 20% in 2026. • Board approved a 15% increase in quarterly cash dividend.

• Zacks Research raised Caterpillar's earnings per share estimates. • Caterpillar's record $51 billion backlog fuels infrastructure demand. • Analysts cite backlog and digital focus, raising price targets.

• ASML's share price rose due to analyst upgrades and strong chip demand. • Demand for ASML's EUV lithography tools is driven by the AI sector. • Record net bookings and dividend increase signal company confidence.

• Strong AI chip demand drives TSM's growth and advanced technology needs. • Analysts maintain "Buy" ratings, citing resilient growth and earnings power. • TSMC's advanced capacity is booked until 2028, exceeding supply.

• Broadcom's stock rose on strong AI performance and future projections. • Company exceeded Q1 2026 expectations and issued robust Q2 guidance. • Announced $10 billion share repurchase, dividend, and new product developments.