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♟️ What can chess teach us about staying disciplined when things don’t go according to plan? Grandmaster Hikaru Nakamura says it’s about trusting the journey, avoiding emotional reactions, and knowing your limits - lessons that can apply to investing, too. 🎥 From our conversation at Robinhood’s HOOD Summit ’26. #HikaruNakamura #Chess #Investing #HOODSummit #TipRanks @RobinhoodApp @GMHikaru

Nvidia $NVDA reinstated as Top Pick in semis at Morgan Stanley Morgan Stanley is reinstating Nvidia as the analyst's Top Pick in semis after having recently hosted Nvidia CEO Jensen Huang and CFO Colette Kress for investor meetings. The biggest takeaways include the diversity of the customer base, growth within traditional hyperscale and frontier labs and that the strategy is to drive up revenue per GW substantially, to ensure that Nvidia solutions continue to drive the most tokens per gigawatt. Recent developments in land/power/shell, financing, component constraints, and agentic "all play to their strengths," says the analyst, who has an Overweight rating and $300 price target on shares.

🔽AST SpaceMobile $ASTS downgraded to Neutral from Buy at B. Riley B. Riley downgraded AST SpaceMobile to Neutral from Buy with a price target of $65, down from $85. The firm sees a balanced risk/reward at current share levels. AST faces "stronger" competitive alternatives, a delayed launch, and rising constellation costs, potentially including additional spectrum, the analyst tells investors in a research note. Riley has increasing concerns regarding what prices consumers ultimately will bear for added space-based connectivity as lower-cost, multi-tenant competitors emerge, such as Viasat ($VSAT).

That’s a wrap on HOOD Summit ’26! What an incredible few days in Houston. We were proud to sponsor this year’s event and connect with so many investors, creators, industry leaders, and members of the Robinhood community. From checking out @Robinhood’s exciting new features to hearing from Vlad Tenev and watching chess Grandmaster Hikaru Nakamura bring the connection between chess and investing to life alongside TipRanks Uri Gruenbaum and Robinhood’s Abhishek Fatehpuria, there was no shortage of great moments. A huge thank you to everyone who stopped by the TipRanks booth, joined our conversations, and made the Summit such a memorable event. Until next time, HOOD Summit! 🚀 #HOODSummit #TipRanks #Robinhood #Investing #Trading @GMHikaru

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Micron’s $MU Q4 reinforced the same story across Wall Street – AI memory demand remains strong, supply is tightening, and earnings durability may still be underestimated. TD Cowen: Buy | $1,600 Demand durability keeps improving, with revenue guidance well above expectations and AI memory upside beyond signed long-term agreements. JPMorgan: Overweight | $1,540 Called Q4 a “decisive beat-and-raise,” highlighting tighter supply-demand conditions and stronger multi-year earnings power. RBC: Outperform | $1,500 Sees supply-demand tightening further into 2027-28 and believes floor-pricing agreements still receive little credit in the stock. Morgan Stanley: Overweight | $1,200 Says the business continues to show strength, with Micron’s earnings durability still underappreciated despite more normalized beats.

JPMorgan keeps an Overweight rating on Alphabet $GOOG $GOOGL after the company announced its new frontier model, Gemini 4 Argon. The model shows frontier performance in complex workflows, cyber defense, and software engineering, the analyst tells investors in a research note. JPMorgan points out that according to DeepMind-provided benchmarks, Argon ranks favorably compared to GPT-6 Astra, Claude Fable 5.1, and Claude Opus 5.5 across a wide range of use cases and workflows. The firm finds it critical for Google to "re-establish itself at the frontier and as an AI leader for both the industry and investors."

Microsoft $MSFT added to Q4 'Tactical Ideas list' at Wells Fargo Wells Fargo analyst Michael Turrin raised the firm's price target on Microsoft to $725 from $700 and keeps an Overweight rating on the shares. Microsoft shares offer a "favorable tactical setup" into Q4 given a "number of key catalysts," including the realization of its AI advantage, Ignite conference in November, and new segment reporting, the analyst tells investors in a research note. Wells believes momentum is "shifting back to" Microsoft in the mega cap technology space as the company "delivers on AI monetization story alongside balanced investment approach."

Rocket Lab $RKLB initiated with a Buy at Citi Citi initiated coverage of Rocket Lab with a Buy rating and $105 price target, which offers 51% upside. The firm says Rocket is one of only a few companies on the planet delivering regular commercial access to orbit. The company is uniquely positioned in the space industry given its proven Electron launch vehicle, the analyst tells investors in a research note. Rocket shares are a "core holding for space bulls," Citi contends.

🚨Amazon $AMZN added to US Conviction List at Goldman Sachs Goldman Sachs analysts added to the firm's US Conviction List as part of its monthly update. Goldman believes Amazon is well positioned for compounded revenue growth and operating margin expansion on a multi-year horizon. It has a Buy rating on the shares with a $375 price target.

Robinhood $HOOD delivered 'two key products we were watching,' says Morgan Stanley Morgan Stanley analyst Michael Cyprys says Robinhood's annual Active Trader Summit featured another broad set of product announcements, including "the two key products" the firm was watching, namely bringing agentic trading directly into the experience and announcing U.S. perpetual futures. Active trader enhancements were also broader than we expected, adds the analyst, who has an Overweight rating and $150 price target on Robinhood shares.

Amazon $AMZN price target raised to $360 from $335 at Rosenblatt Rosenblatt raised the firm's price target on Amazon to $360 from $335 and keeps a Buy rating on the shares. As personal agents and AI shopping assistants "compress the discovery and purchase funnel," concern is emerging that Amazon's retail media model is at risk of complete displacement, the analyst tells investors in a research note. The firm believes the risk is overstated. The "narrative is false, and this is not the first time Amazon has faced pressure against secular changes in consumer behavior," contends Rosenblatt. The firm upped its long-term estimates for Amazon, saying it has conviction that even if the advertising model changes, the company "can navigate this period of transition largely unaffected."

Microsoft $MSFT price target raised to $610 from $550 at Piper Sandler Piper Sandler analyst Billy Fitzsimmons raised the firm's price target on Microsoft to $610 from $550 and keeps an Overweight rating on the shares. The firm upped the target to reflect Microsoft's "Super App" announcement, uplift from the new E7 enterprise licensing plan, and the growing contribution of consumption-based pricing to Copilot and Cowork. Piper says every 10% shift of seats from E5 to E7 drives a $2B annualized revenue uplift. The firm also sees a path to new Copilot and Cowork consumption revenue scaling to a $2B annualized run rate by fiscal 2028. Piper now has increased confidence in Microsoft 365's outlook.

CoreWeave $CRWV initiated with an Outperform at William Blair The firm says the "rapid scaling" of model training, inference, and agentic AI is creating "substantial demand" for accelerated computing infrastructure. constraints. CoreWeave has established itself as a strategic infrastructure provider to many of the world's largest hyperscalers and AI labs, the analyst tells investors in a research note. It believes the market underestimates both CoreWeave's ability to finance its growth efficiently and the earnings power that can emerge as contracted capacity reaches mature utilization.

Nebius $NBIS initiated with an Outperform at William Blair William Blair analyst Jason Ader initiated coverage of Nebius with an Outperform rating. The firm says the company is "not just another neocloud." Nebius "has many of the attributes required to become a differentiated AI-native cloud platform," including infrastructure scale, software capabilities, major customer relationships, and low-cost access to capital, the analyst tells investors in a research note. Blair believes the stock's current valuation understates Nebius' long-term earning power, creating a favorable risk/reward.

🔽Moderna $MRNA downgraded to Sell from Neutral at Citi Citi analyst Geoff Meacham downgraded Moderna to Sell from Neutral with a price target of $80, up from $60. The firm cites valuation for the downgrade with the shares up 222% since the results of the INTerpath-001 trial. Moderna now has a market cap similar to Regeneron despite "materially lower expected revenue and earnings," the analyst tells investors in a research note.

Day 1 at #HOODSummit is a wrap! So many great conversations with investors, a ton of energy on the floor, and yes… we got to watch Hikaru play chess live ♟️🔥 Not done yet! Catch our TipRanks podcast sessions TOMORROW at 10:45 AM. Come hang, bring your questions, and say hi. Who else is at Hood Summit this week? Drop a 👋 below! #HOODSummit #TipRanks #Investing #Robinhood #Podcast @RobinhoodApp @GMHikaru

JPMorgan keeps an Overweight rating on Micron $MU with a $1,540 price target ahead of the fiscal Q4 report on September 30. The firm sees a "constructive" setup for the shares "with multiple beat-and-raise levers still in play" for Micron. The company faces a memory backdrop that remains structurally tight across both DRAM and NAND, the analyst tells investors in a research note. JPMorgan thinks Micron is well positioned to deliver Q4 revenue, gross margin, and earnings ahead of consensus estimates. The company's pricing momentum through the quarter remained robust despite management's prior commentary on a "meaningful moderation in the rate of price increases," says the firm.

🚨⬆️ Deutsche Bank upgraded Netflix $NFLX to Buy from Hold with a $95 price target.