Melius Research analyst Ben Reitzes lowered the firm’s price target on Amkor Technology (AMKR) to $24 from $30 and keeps a Hold rating on the ...

Through its ARM-based CPUs specialized for artificial intelligence workloads, the research company cautioned in a note to investors that Nvidia ( NVDA, Financials ), which leads the graphics ...

The downgrade and new price target for Johnson Controls (NYSE:JCI) were part of a broader shift by Melius, which also downgraded other capex-related stocks such as Vertiv, Eaton (NYSE:ETN), and Trane.

In the broader context, this downgrade suggests a cautious approach to investing in companies heavily involved in the AI capex space. Melius Research is shifting its focus to industrials with more ...

Melius Research on Tuesday downgraded AMD (NASDAQ:AMD) stock to Hold from Buy, raising concerns over the long-term prospects for the chipmaker in the x86 server and PC markets.

As previously reported, Melius Research initiated coverage of Marvell (MRVL) with a Buy rating and $188 price target. There is a shortage of ...

在今日市场动态中，Melius对先进微电子公司（AMD）的评级首次从“买进”下调至“持有”，同时将其目标股价设定为129美元。这一变化引起了市场的广泛关注，投资者普遍对这一决策背后的原因展开了讨论。Melius此前对AMD的评级为“买进”，表明投资者对该公司未来增长趋势的信心，而当前的调整及目标价的设定在一定程度上反映了市场情绪的转变及对短期前景的重新评估。 Melius下调评级的原因主要与近期全 ...

Melius initiated coverage on shares of Marvell Technology (NASDAQ:MRVL – Free Report) in a report published on Monday, Marketbeat.com reports. The brokerage issued a buy rating and a $188.00 price ...

At least four analysts have lowered their ratings on the chip stock so far this year, with the latest being Ben Reitzes of Melius Research. “We should have done this 10 months ago after an epic ...

“sure puts [the] Blackwell transition in perspective,” according to Melius Research analyst Ben Reitzes.

在最新的市场动态中，Melius Investment将卡特彼勒（Caterpillar Inc.）的评级下调至持有，并将目标价设定为390美元。这一消息引起了市场的广泛关注，投资者对此反应迅速，卡特彼勒的股价在消息发布后有所波动。市场数据显示，自下调评级后的早盘交易中，卡特彼勒的股价小幅下跌，显示出市场对该公司前景的谨慎态度。

Melius对Johnson Controls的降级和新目标价是该公司更广泛调整的一部分，同时还下调了Vertiv、Eaton和Trane等其他与资本支出相关的股票评级。该公司的谨慎立场反映了对近期激进资本支出（尤其是在人工智能领域）能否持续的普遍怀疑。 InvestingPro ...