On September 24, Eastern Time, Meta Platforms (META) reached an intraday price of $777.89, hitting a nearly one-year high. Following the Meta Connect event, JPMorgan raised its price target on the company from $820 to $920 while maintaining an Overweight rating. The core reason is that the monetization path for Muse is becoming increasingly clear, leaving the bank more optimistic about Meta's growth potential beyond advertising.

TradingKey36 minutes ago

US Stock Indexes Surge as US-Iran Talks Explore Phased Ceasefire; Strait of Hormuz Reopening Expectations Weigh on Oil Prices

U.S. stock indexes surged in the short term while crude oil prices fell, reflecting market expectations of a de-escalation in tensions. According to Reuters, negotiators from the U.S. and Iran are in New York exploring a phased path to end the war, with key proposals including Iran reopening the Strait of Hormuz and the U.S. lifting its economic blockade against Iran. New diplomatic developments in the conflict, which has lasted nearly seven months, have provided the market with expectations of easing tensions.

TradingKey3 hours ago

Qualcomm Stock Price Forecast: Surges Over 20% in a Month as $200 Level Faces Make-or-Break Battle

Qualcomm's stock price has surged over 20% in the past 30 days, with attention focused on the key $200 mark to see if it can sustain its momentum.

TradingKey7 hours ago

Costco Stock Forecast: Q4 Earnings Could Decide COST’s Next Major Move

Costco reports fiscal Q4 results Thursday after already disclosing $93.9B in net sales, putting membership growth, margins and EPS in focus.

TradingKey5 hours ago

Oracle Tumbles 7% as Project Jupiter Data Center Force Majeure Notice Sparks Delay Concerns

On September 24, Oracle (ORCL) fell as much as 5% in pre-market trading and dropped over 7% after the market opened. Sparking market concerns was a force majeure notice issued by the company regarding Project Jupiter, a large-scale data center in New Mexico. Investors' focus is shifting from massive AI orders to delivery timelines and capital recovery. According to Bloomberg, Oracle has sent a formal notice to developer Stack Infrastructure, seeking to delay payments if the project fails to become operational as planned in 2028. This move does not imply exiting its position as the primary tenant, nor does it mean a payment waiver has been granted. Oracle maintained that the project is proceeding according to schedule, but did not specifically address the notice itself.

TradingKey5 hours ago

Micron Shares Pull Back for Two Days as USITC Launches DRAM Patent Probe; Citi Defies Trend to Raise Target Price to $1,300

On September 24, Eastern Time, shares of Micron (MU) pulled back for two consecutive days after hitting a recent high of $1,100. Reportedly, the U.S. International Trade Commission (USITC) voted to launch an investigation into dynamic random-access memory (DRAM) products involving Micron Technology, as well as several server manufacturers that use such chips in their products.

TradingKey5 hours ago

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