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MYSTERIOUS: Bnp paribas - You Need To See This

US Market: J.P. Morgan, BNP Paribas expect ECB rate hike in December as inflation risks persist

J.P. Morgan and BNP Paribas now expect the European Central Bank to deliver another 25-basis-point rate hike in December, reversing their earlier calls for the tightening cycle to end without a December increase. Persistent inflation risks, elevated energy prices and resilient economic growth are driving the shift, while markets are…

The Economic Times

Spicy Stocks: Why BNP Thinks Jalapeño Could Benefit Broadcom Stock

BNP Paribas sees OpenAI’s Jalapeño, a custom AI inference chip developed with Broadcom, as a positive for AVGO stock as demand for specialized AI infrastructure grows.

Nvidia at heart of data centre revolution, says BNP Paribas; sees 36% upside

Nvidia at heart of data centre revolution, says BNP Paribas; sees 36% upside

BNP Paribas has issued an outperform rating on Nvidia with a target price of $285, implying a 36% upside. The brokerage highlighted Nvidia's role in the data centre revolution, accelerated computing, strong Q2 financial results, and robust demand for its Blackwell and Vera Rubin platforms despite supply chain constraints.

The Economic Times

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Meta’s $145 Billion Spending Scare Just Opened a Window for Investors. Here’s How High the Stock Could Go.

Meta's massive AI spending is crushing free cash flow, but BNP Paribas sees multiple ways the company could eventually turn its enormous computing capacity into a new source of revenue.

AI could slow affluent India; QSRs, credit cards may show stress first: BNP Paribas’ Kunal Vora

Coming to loans, personal loans increased by 13% in FY25 and FY26 which is softer versus the earlier years. Also, the recent resurgence in personal loans has been supported by the GST rate cut which is driving the demand for automobiles and the spike in gold price is driving the…

The Economic Times

Microsoft’s stock has biggest one-day gain since 2008, adding $480 billion in market value as cloud business booms

Azure crossed $100 billion in revenue for the first time, and a new disclosure about OpenAI offered some respite.

Global Market: BNP Paribas Q2 profit jumps 33% on strong trading, retail rebound; beats estimates

BNP Paribas reported a better-than-expected 33% rise in second-quarter net profit to €4.35 billion, driven by strong equity trading, a recovery in retail banking and gains from its revamped insurance partnership with Ageas.

The Economic Times

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HCL Tech Q1 preview: Revenue may dip QoQ; net profit could rise on currency depreciation

HCL Tech Q1 preview: Revenue may dip QoQ; net profit could rise on currency depreciation

HCL Technologies is expected to report a mixed performance for the June quarter, with brokerages forecasting steady year-on-year profit growth but sequential revenue weakness. Investors will closely watch AI-led demand, margins, deal wins and any changes to the company's FY27 guidance.

The Economic Times

The Hidden Reason Why Wall Street Is Still Bullish on Credo Stock

The Hidden Reason Why Wall Street Is Still Bullish on Credo Stock

Despite this week's pullback, the stock has received positive comments from one Wall Street analyst.

Oracle Earnings Could Reveal a Massive $100 Billion Spending Surge. Here Is Why You Should Still Buy ORCL Stock.

BNP Paribas expects Oracle to increase its capital spending in the June 10 earnings report.

How retail investors can participate in the SpaceX IPO

How retail investors can participate in the SpaceX IPO

The SpaceX IPO is expected to price Thursday evening, with shares trading Friday on the Nasdaq under the ticker SPCX.

Musk's SpaceX IPO jolts life back into European retail investing

Musk's SpaceX IPO jolts life back into European retail investing

European retail investors are eagerly eyeing the SpaceX IPO, with an unusually large allocation planned across several countries. While platforms are inviting applications, experts caution about the risks associated with the loss-making company's high valuation and limited float size for individual investors.

The Economic Times

BNP Paribas Initiates Coverage on CoreWeave. That Means CRWV Stock Could Soar 71% from Here.

BNP Paribas has initiated coverage on CoreWeave with a bullish outlook, arguing that the AI cloud infrastructure provider is well positioned to capitalize on surging demand for GPU computing, with its price target implying roughly 71% upside from current levels.

This Analyst Just Turned Bullish on CoreWeave Stock. Here’s Why

BNP Paribas initiated coverage on CoreWeave stock with an “Outperform” rating. Here’s why the firm’s analysts are bullish on CRWV shares for 2026.

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Wall Street's 6 Top World Cup Stock Picks

The World Cup kicks off this month and could give the global economy a $40 billion jolt. These are some of the stocks analysts think could benefit.

Why your next cybersecurity upgrade isn’t an AI agent—it’s a dotBrand domain name

DotBrand domains offer a new way to reduce phishing and strengthen digital trust.

The Economic Times

Alphabet, Amazon tap overseas debt markets to fund AI infrastructure push

As the race to dominate artificial intelligence heats up, major technology firms are escalating their borrowing. Alphabet plans to launch its debut bond sale in yen, while Amazon is eyeing its initial offering in Swiss francs. These actions reflect the worldwide push for AI investment, showcasing how businesses are turning…

The Economic Times

Alphabet considers first yen bond sale to fund AI goals

Alphabet is making headlines with its first-ever issuance of yen bonds, aimed at fueling its rapidly developing artificial intelligence ecosystem. This trend reflects a broader shift among Big Tech firms who are increasingly tapping into debt markets to fund their AI projects.

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The Independent UK

China factory activity rebounds in March as Iran war looms over growth

China is reporting that factory activity expanded in March, reversing two straight months of contraction

Why This Analyst Is Still Pounding the Table on AMD Stock

BNP Paribas is bullish on AMD stock, citing the chipmaker's expanding portfolio of AI products and competitive moat.

Even After a Monster Rally, Analysts Still Think You Should Buy Sandisk Stock

Leading broker BNP Paribas still believes there is upside left for the memory stock.

4 Memory Chip Stocks to Buy as Prices Skyrocket

BNP Paribas expects this tight DRAM and NAND backdrop to keep lifting earnings at Seagate, SanDisk, Western Digital, and Micron, after already hiking targets on all four as preferred ways to play the current memory supercycle.

2 ‘Resilient’ Software Stocks That Wall Street Thinks You Should Buy Now

Despite growing fears that AI will disrupt enterprise software, Wall Street believes two resilient software leaders stand out as compelling buys amid the sector’s recent pullback.

3 Next-Gen AI Stocks to Buy for Major Profits in 2026

Investment firm BNP Paribas has identified these three stocks as its AI picks for 2026.

'The Bermuda Triangle of Talent': 27-year-old Oxford grad turned down McKinsey and Morgan Stanley to find out why Gen Z’s smartest keep selling out

Simon van Teutem talked to Fortune about “the illusion of infinite choice, and the social status… You’re always looking for the next level, the Harvard after Harvard, the Oxford after Oxford.”

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