INSANE: Gil luria | Rare Historical Photos

Taiwan’s President Called on Micron and Workers to Negotiate Ahead of a Possible Strike. Here’s What to Know.

Taiwan’s president urged Micron and its workers to negotiate after a Taoyuan union authorized a strike, although no walkout date has been set.

Barchart · Oct 19

Debt-Laden Neocloud Stocks Are Collapsing as Inflation Comes in Hot

Hot inflation sent neocloud stocks tumbling as investors weighed rising financing costs. CoreWeave's $35.6 billion debt burden raises the risk that slower AI spending could leave shareholders wiped out.

Barchart · Oct 15

This Analyst Just Met Micron’s Investor Relations Team. He Thinks It’s a $3,000 Stock.

D.A. Davidson raised Micron’s price target to $3,000, betting that AI-driven memory demand and long-term customer contracts will justify a much higher valuation despite earnings estimates below consensus.

Barchart · Oct 14

How SpaceX’s most-feared trading day turned into a 6% rally

“These are not people waiting to get their first dollar back,” a former SpaceX employee told Fortune. “We’ve had chances over the past 10 years.”

Fortune · Aug 7

Wall Street Is Valuing Oracle's $630B AI Backlog at 'Zero' — A Mistake, Analyst Says

Oracle Corp. (NYSE:ORCL) has become one of Wall Street’s biggest artificial intelligence winners, landing massive cloud infrastructure contracts as enterprises race to secure AI computing capacity. But according to Gil Luria, managing director and head of Technology Research at DA Davidson, investors have repeatedly misjudged the company’s AI opportunity.

Benzinga · Jul 29

‘A lot of panic around the AI investment’: How a chip slump is driving the Nasdaq toward correction

It’s a chip panic that “appears to be indiscriminate,” analysts say.

Fortune · Jul 28

AI is forcing Big Tech to do something it's never done: Spend more than it earns, and Wall Street hates it

The Mag7 had its worst day Thursday since the tariff-driven selloff last April.

Fortune · Jul 23

Palantir Stock Just Scored a New Upgrade. Wall Street Says It Provides a Critical AI Orchestration Layer.

DA Davidson has upgraded Palantir, citing its growing advantage in helping enterprises manage an increasingly complex AI ecosystem.

Barchart · Jul 6

Microsoft Is One of the Most Mispriced AI Stocks Today. Here’s Why It Is About to Surge Soon.

Microsoft is facing the brunt of software stock negativity while continuing to invest heavily in AI.

Barchart · Jul 6

Palantir Just Scored a New 'Buy' Rating. What Comes Next for PLTR Stock.

Palantir stock gains as D. A. Davidson upgrades it to “Buy.” Here’s why analyst Gil Luria recommends buying PLTR shares at current levels.

Barchart · Jul 2