RBI Uses $10 Billion Currency Swaps to Drain Excess Rupee Liquidity 
UK PM Burnham to Unveil Economic Vision at Labour Conference 
Fed’s Hammack Says Bond Yield Surge Is Not Driven by Inflation Fears 
Mexico-US Trade Talks Delayed to October as Tariff Negotiations Continue 
Fed Unveils Stablecoin Rules Under GENIUS Act 
Germany’s 2026 Growth Outlook Strengthens on Fiscal Spending 
Soybean Futures Slip as Traders Await Trump-Xi Trade Signals 
Australia Unemployment Hits Five-Year High Despite Strong Jobs Growth 
U.S. Treasury Yields Surge as 30-Year Hits 22-Year High 
Canadian Dollar Faces Pressure as Fed-BoC Policy Gap Widens 
Gold Holds Near $4,275 as Rising Treasury Yields Fuel Fed Rate Hike Bets 
U.S. Dollar Hits Two-Month High as Oil, Treasury Yields Surge 
Wall Street Ends Flat as Oil, Treasury Yields and Fed Jitters Rattle Markets 
European Stocks Fall as Bond Yields and Geopolitical Risks Weigh 
Asian Currencies Mixed as Dollar Holds Near Two-Month High 
Gold Prices Fall as Treasury Yields Rise on Fed Rate Hike Bets 
China Agrees to Buy 20 Million Tons of U.S. Coal 
Add as a preferred source on Google
Top Wall Street analysts have boosted price targets and outlooks on major AI-related stocks this week, signaling growing confidence in the sector’s growth trajectory.
Wedbush’s Daniel Ives raised Microsoft’s (NASDAQ:MSFT) price target to $600, citing rapid enterprise AI adoption and strong momentum for Copilot and Azure. He predicts over 70% of Microsoft’s enterprise customers will adopt AI features by 2026, with Copilot alone generating up to $25 billion annually.
JPMorgan reaffirmed Amazon (NASDAQ:AMZN) as a “Best Idea,” highlighting its expanding Prime ecosystem, now delivering $1,430 in annual value per U.S. member. The bank sees room for a price hike by 2026 and predicts global Prime users will hit 350 million next year, with growth driven by logistics, Alexa, and Prime Video engagement.
Benchmark boosted Tesla’s (NASDAQ:TSLA) target to $475 following its robotaxi rollout in Austin. The analyst praised Tesla’s scalable, cost-effective camera-based autonomous driving approach and sees the company evolving into a high-tech robotics firm.
HSBC upgraded Broadcom (NASDAQ:AVGO) to Buy, setting a $400 target on rising demand for custom ASIC chips. Analysts expect ASIC revenues to exceed consensus by over 40% in 2026, with hyperscaler demand and ASP growth driving valuation.
Melius Research lifted AMD (NASDAQ:AMD) to Buy, hiking its target to $175. AMD’s growing traction in the AI GPU space, strong partnerships with Amazon, OpenAI, and Saudi Arabia’s HUMAIN, and new server chips like “Venice” and “Helios” are seen as long-term growth catalysts. EPS estimates were raised, with analysts predicting potential multi-billion-dollar gains from GPU sales if AMD reaches 5% share in the accelerator market.
These upgrades reflect intensifying competition and massive upside potential in AI-driven cloud, chip, and autonomous sectors.
