AI Connectivity Stocks Poised To Surge As Infrastructure Bottleneck Shifts From GPUs

The next major wave of artificial intelligence investment is moving beyond chips and into the networks that connect them at massive scale. Analysts are increasingly pointing to connectivity and optical networking stocks as the primary beneficiaries of evolving AI infrastructure demands across the industry. As GPU capacity has expanded rapidly, the bottleneck in AI systems…

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KeyBanc Sets $135 Street-High Target On Rocket Lab (RKLB) Even As Shares Slide More Than 57% From Peak

Rocket Lab (NASDAQ: RKLB) trades at $63.92, a level that sits well below its 52-week high of $151, representing a peak-to-current drawdown exceeding 57%. Despite the steep decline, Wall Street analysts have not retreated, with consensus price targets implying roughly 77% upside from current trading levels. KeyBanc carries the Street-high target at $135.00, implying approximately…

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Voyager Technologies (VOYG) Tops Space Sector In August As BofA Sees 34% Additional Upside

Voyager Technologies (VOYG) emerged as the strongest performer among major space stocks in August, outpacing rivals across the sector by a significant margin. VOYG shares surged 37% during the month, outrunning SPCX’s 33% gain, LUNR’s 25% rise, ASTS’s marginal 0.2% uptick, and RKLB’s 2% decline. Bank of America Securities raised its price target on VOYG…

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Morgan Stanley Upgrades Robinhood (HOOD), Sets $150 Target On User Monetization Strength

Morgan Stanley has upgraded Robinhood Markets (HOOD) to Overweight from Equal Weight, citing underappreciated potential in how the platform monetizes its existing customer base. The investment bank simultaneously raised its price target on shares to $150 from $124, implying roughly 43% upside from recent closing levels. Analyst Michael Cyprys outlined the core argument in a…

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FTC And 22 States Sue Amazon (AMZN) Over Alleged Billions In Hidden Advertising Fees

Amazon.com (AMZN) shares fell roughly 3% after the Federal Trade Commission and 22 states filed a lawsuit accusing the company of secretly inflating advertising prices. The lawsuit, filed Monday, claims Amazon spent more than seven years quietly raising prices that advertisers paid through its online ad auctions without their knowledge. Regulators allege the scheme affected…

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