
Analysts Offer Insights on Technology Companies: Qualcomm (QCOM), Robinhood Markets (HOOD) and Microsoft (MSFT)
Analysts have been eager to weigh in on the Technology sector with new ratings on Qualcomm (QCOM – Research Report), Robinhood Markets (HOOD – Research Report) and Microsoft (MSFT – Research Report).
Protect Your Portfolio Against Market Uncertainty
Discover companies with rock-solid fundamentals in TipRanks' Smart Value Newsletter.
Receive undervalued stocks, resilient to market uncertainty, delivered straight to your inbox.
Qualcomm (QCOM)
Citi analyst Christopher Danely maintained a Hold rating on Qualcomm today and set a price target of $145.00. The company's shares closed last Wednesday at $148.46.
According to TipRanks.com, Danely is a 4-star analyst with an average return of 3.7% and a 53.1% success rate. Danely covers the Technology sector, focusing on stocks such as Advanced Micro Devices, GlobalFoundries Inc, and NXP Semiconductors. ;'>
The word on The Street in general, suggests a Moderate Buy analyst consensus rating for Qualcomm with a $196.65 average price target, representing a 35.4% upside. In a report released yesterday, Oppenheimer also maintained a Hold rating on the stock.
Robinhood Markets (HOOD)
Citi analyst Christopher Allen maintained a Hold rating on Robinhood Markets today and set a price target of $50.00. The company's shares closed last Wednesday at $49.11.
According to TipRanks.com, Allen is a top 100 analyst with an average return of 24.2% and a 77.0% success rate. Allen covers the Financial sector, focusing on stocks such as Intercontinental Exchange, Apollo Global Management, and Raymond James Financial. ;'>
Currently, the analyst consensus on Robinhood Markets is a Moderate Buy with an average price target of $61.82, implying a 33.2% upside from current levels. In a report issued on April 28, J.P. Morgan also maintained a Hold rating on the stock with a $44.00 price target.
Microsoft (MSFT)
In a report released today, Tyler Radke from Citi maintained a Buy rating on Microsoft, with a price target of $480.00. The company's shares closed last Wednesday at $395.26.
According to TipRanks.com, Radke is a 4-star analyst with an average return of 2.9% and a 46.2% success rate. Radke covers the Technology sector, focusing on stocks such as Zoom Video Communications, CoreWeave, Inc. Class A, and Palantir Technologies. ;'>
Currently, the analyst consensus on Microsoft is a Strong Buy with an average price target of $484.00, representing a 24.0% upside. In a report issued on April 16, TD Cowen also maintained a Buy rating on the stock with a $475.00 price target.

Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles


Cision Canada
4 hours ago
- Cision Canada
Aduna collaborates with Microsoft to expand global reach and intelligence of network APIs
Microsoft to join the Aduna community to power the platform on Azure, integrate AI, and accelerate CAMARA network API adoption through the Azure ecosystem PLANO, TX, June 17, 2025 /CNW/ -- Aduna, the global aggregator of network APIs, today announced that Microsoft is joining the Aduna community as a technology partner. This collaboration will focus on scaling Aduna's platform built on Microsoft Azure and integrating Microsoft AI to unlock actionable insights and intelligence for enterprises and developers using network APIs globally. Through this strategic collaboration, Aduna's aggregated network APIs will be made available as native Microsoft services via partners in the Azure Marketplace. This will give Microsoft's global developer and enterprise community direct access to network functionality including SIM Swap detection, phone number verification, real-time device location, and on-demand quality-of-service controls. These APIs are standardized through the CAMARA open-source project, co-led by the GSMA and Linux Foundation, with full specifications, documentation, and code samples openly published on GitHub for easy integration and consistent implementation. "This engagement marks a pivotal step in enabling programmable networks at scale," said Anthony Bartolo, CEO of Aduna. "Built on Azure and aligned with CAMARA, Aduna will deliver intelligent, real-time network capabilities that are exposed via GitHub and Azure to the developers and enterprises who are shaping the digital economy." In addition to powering the platform and hosting the APIs, Microsoft will actively promote the value of network APIs and the CAMARA initiative and through its go-to-market activities with Aduna's partners, including Infobip and Vonage, Microsoft will help accelerate awareness, education, and adoption of network APIs across industries such as financial services, logistics, identity, and customer experience. Perspectives Microsoft Microsoft Spokesperson, Rick Lievano, CTO added, "Our collaboration will focus on the expansion and optimization of the Aduna cloud platform and using Microsoft AI to drive insights and intelligence for both Microsoft and Aduna customers when using Network APIs. Microsoft will also be actively marketing the benefits of network APIs and GSMA Open Gateway to its customer and developer community via partnership with Aduna CPaaS partners, Azure Marketplace and GitHub. Infobip "At Infobip, we see Aduna as an important enabler in bringing the CAMARA vision to life—making network APIs more accessible, consistent, and scalable across markets. Our collaboration with Aduna is rooted in shared goals: simplifying integration for enterprises, accelerating developer adoption, and driving innovation through open standards. With Microsoft and the Azure Marketplace, we're extending that reach even further where Azure Marketplace co-sell ready CAMARA solutions are key for acceleration —ensuring CAMARA-based APIs are available where developers build, and where businesses innovate." Viktorija Radman, Telecom Business Global Director at Infobip. Vonage "Vonage has embarked on a strategic mission to make Network APIs as accessible and intuitive as Communication APIs. We are creating value for our developer partners and enterprises by making it easy for them to access advanced network capabilities to build innovative solutions that scale their businesses, create operational efficiencies and enhance customer experiences," Christophe Van de Weyer, President and Head of Business Unit API, Vonage. "Through Vonage's partnership with Aduna, we are getting access to network APIs that enable us to create demand for network-powered digital solutions through our global community of developers, developer events, and a dedicated startup program to leverage high performance programmable networks to their full potential and drive AI-led digital transformation of businesses worldwide. We are excited to see Aduna expanding with Microsoft as this will significantly accelerate our journey by enabling us to reach and engage with the vast Azure developer community." About Microsoft Microsoft (Nasdaq "MSFT") enables digital transformation for the era of an intelligent cloud and an intelligent edge. Its mission is to empower every person and every organization on the planet to achieve more. About Aduna Aduna is a landmark venture between some of the world's leading telecom operators and Ericsson, dedicated to enabling developers worldwide to accelerate innovation by leveraging networks to their full potential via common network Application Programming Interfaces (APIs). Its venture partners include: AT&T, Bharti Airtel, Deutsche Telekom, e&, KDDI, Orange, Reliance Jio, Singtel, Telefonica, Telstra, T-Mobile, Verizon and Vodafone. Aduna's developer partner platforms include Google Cloud, Infobip, Sinch, and Vonage. By combining network APIs from multiple operators globally under a unified platform based on the CAMARA open-source project, driven by the GSMA and the Linux Foundation, Aduna provides a standardized platform to foster collaboration, enhance user experiences, and drive industry growth. To find out more about network APIs and Aduna, visit .


Globe and Mail
21 hours ago
- Globe and Mail
Prediction: This Artificial Intelligence (AI) Stock Will Lead the Next Tech Bull Market
For much of the last two years, a small concentration of mega-cap artificial intelligence (AI) stocks have played a major role in sending the stock market to new highs. Among the biggest winners were Nvidia, Amazon, Alphabet, Microsoft, and Meta Platforms. Nvidia's graphics processing units (GPUs) are considered the industry gold standard for generative AI hardware, and cloud hyperscalers and others in big tech just couldn't stop buying these pricey chipsets. While GPUs are still very much in demand, I think a new chapter is quietly unfolding within the broader AI storyline. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Let's explore why the AI opportunity is more than just chips. From there, I'll go into detail about why I see Oracle (NYSE: ORCL) as a breakout candidate to lead the next bull market. It's not just about chips anymore When the AI revolution kicked off about two-and-a-half years ago, Nvidia was the default option when it came to purchasing GPUs. But over the last couple of years, competition has started to creep into the semiconductor market. Advanced Micro Devices is Nvidia's most direct rival in the AI data center market. However, all the cloud hyperscalers that I referenced above are also investing heavily into custom silicon in an effort to migrate from an AI architecture that's entirely built on Nvidia's backbone. In my view, GPUs aren't becoming less important by any means. However, with the introduction of so many new chips, I do think the semiconductor landscape is becoming commoditized. At this point, AI developers know that they need to keep buying chips. I think the bigger use case for these companies is becoming rooted in figuring out how to manage these GPU clusters amid ongoing AI infrastructure buildouts. This is where Oracle identified an opportunity early on, and the company's results are starting to show a clear pattern. Oracle is building a transformative infrastructure services platform On June 11, Oracle reported earnings results for its fiscal fourth quarter and full 2025 year (ended May 31). For the year, Oracle generated $57.4 billion in revenue -- an increase of 8% year over year. I understand that this growth rate pales in comparison to Nvidia and its " Magnificent Seven" peers. So, why am I so optimistic about Oracle? The answer lies deeper in the company's financial profile. Oracle's fastest-growing business is its infrastructure-as-a-service (IaaS), which essentially provides a cloud-based network to access high-performance GPU architectures inside data centers. This is a unique and savvy opportunity for Oracle, as it provides customers with an efficient and capex -light model to access GPUs for compute without having to invest time and money into constructing their own AI data center. During fiscal 2025, Oracle generated $10.3 billion from its IaaS segment, which represented growth of 49% year over year. While this level of growth is impressive, Oracle's management is guiding for even further momentum. During the earnings call, Oracle CEO Safra Catz said that cloud infrastructure growth should eclipse 70% during fiscal 2026, thanks to strong remaining performance obligations (RPO), which are expected to soar by more than 100%. Is Oracle stock a buy right now? Following the fourth-quarter earnings report, shares of Oracle popped and reached new all-time highs. Normally, I don't encourage investing in a stock when there is so much momentum fueling the share price. But as Catz told investors during the earnings call, "Oracle is well on its way to being not only the world's largest cloud application company -- but also one of the world's largest cloud infrastructure companies." To me, Oracle had the foresight that access to compute was going to be a problem as chip manufacturers worked tirelessly to fulfill supply constraints for GPUs. Given the strong outlook from Oracle's management, combined with infrastructure services becoming an increasingly important application in the broader AI market, I think Oracle is well-positioned for significant growth. For these reasons, I see Oracle as a no-brainer right now, and think investors looking to capitalize on infrastructure as the next big growth trend in the AI realm should consider a position in the stock. Should you invest $1,000 in Oracle right now? Before you buy stock in Oracle, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Oracle wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $653,702!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $870,207!* Now, it's worth noting Stock Advisor 's total average return is988% — a market-crushing outperformance compared to172%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Adam Spatacco has positions in Alphabet, Amazon, Meta Platforms, Microsoft, and Nvidia. The Motley Fool has positions in and recommends Alphabet, Amazon, Meta Platforms, Microsoft, Nvidia, and Oracle. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.


Calgary Herald
3 days ago
- Calgary Herald
Opinion: Don't panic: AESO data centre limits are a red herring
The Alberta Electric System Operator's new 1,200-megawatt cap on large electricity loads understandably has some people warning that Alberta might 'miss the AI economy.' That anxiety rests on an old assumption: that tomorrow's AI infrastructure will sit in ever-bigger, grid-tied campuses. Article content It did — five years ago. But today, the industry is running the other way and taking its money with it. Article content Article content Article content In March, Microsoft walked away from roughly two thousand megawatts of data-centre leases in the United States and Europe, telling analysts it now has 'oversupply' and needs a nimbler footprint. Yet, the company will still spend about US$80 billion on capacity this year — just not in hyperscale blocks wired to public grids, and certainly not at the end of long interconnection processes. Article content Article content Where is that money going? Increasingly to private, self-powered sites. Crusoe Energy, for instance, is building the first 200-megawatt phase of an off-grid watt-bit infrastructure campus near Abilene, Texas, to host OpenAI's 'Stargate' facility, fuelled by local natural gas rather than powered by the Texas grid. Such projects now exceed 10 thousand megawatts in global pipelines, and include some suppliers with roots here in Calgary's energy sector and capital market. Article content Article content The logic of it is simple. Cutting-edge AI chips can cost about $20 million per megawatt and age out in two years — roughly 100 times the capital intensity of a gas turbine that lasts decades. However, unlike a gas turbine, which might earn $50 to $75 per megawatt-hour in traditional power markets, a chipset like an NVIDIA H100 can turn that same megawatt-hour into nearly $4,000 — more than 65 times the commodity value of that same energy at Alberta's wholesale price. Article content When hardware that expensive and short-lived can earn more than 65 times the value of the energy it burns, operators will do almost anything to keep it running — and the regulatory, political and queuing risks that come with a public grid look less and less tolerable. Proposals that would require data centres to operate for the benefit of power grids make no economic sense to operators who do not share a low-margin, multi-decade view of the present value of energy.