The Marked Chart Wire · Business
Earnings
Analysts raise targets for Microsoft, TSMC and Micron on AI demand
Mizuho and TD Cowen raised Microsoft price targets to $600 and $625. Needham lifted TSMC to $560.
The Marked Chart Wire · Business
Earnings
Mizuho and TD Cowen raised Microsoft price targets to $600 and $625. Needham lifted TSMC to $560.

Tech Earnings
The three tech giants are scheduled to release earnings while major US stock indexes remain below significant support levels.
CoreWeave
Morgan Stanley lowered its price target for CoreWeave to $70 from $99 while keeping an Equalweight rating. Analyst Keith Weiss cited financing uncertainty that could delay the company's capacity deployment plans.
SpaceX
SpaceX is completing a $40 billion borrowing deal with interest rates near 8.3 percent for its lowest-rated portion, more than one percentage point above its existing bonds. Apollo and Goldman Sachs lead the transaction as investors weigh the company's rising debt and AI spending.
GE Vernova
GE Vernova stock declined 11 percent in a single session. The company reported a backlog of $176 billion for the second quarter of 2026.
Honeywell
Honeywell increased its guidance for full-year organic sales growth to a range of 4 percent to 5 percent.
Broadcom
The chipmaker's sales expansion accelerated from 29 percent to 86 percent during the initial nine months of fiscal 2026.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.