Yardeni's revised S&P 500 timeline: Ed Yardeni abandoned his street-high 8,400 year-end target, now pushing it to mid-2027, citing the Fed's aggressive new rate path.
Palantir (PLTR): UBS raised its price target to $250 from $220, seeing the AI platform as a market leader despite broader tech weakness.
Axe Compute (AGPU): The AI infrastructure play surged 590% over six months after its rebrand, riding the data center demand wave.
