Gene Munster Predicts TSLA Stock Rally Amid NHTSA Cybercab Probe, Calls It a 'Speed Bump' For Elon Musk: 'Confidence in Safety…'

Raymond James Upgrades Airbnb to Outperform, Announces $200 Price Target

Robinhood To Rally Around 23%? Here Are 10 Top Analyst Forecasts For Tuesday

Analysts raised targets for NOW, HOOD, MSTR, ABNB and CLYM, while cutting APP and IONS; ratings largely remain positive.

Baird Maintains Outperform on Airbnb, Raises Price Target to $200

Baird analyst Colin Sebastian maintains Airbnb (NASDAQ:ABNB) with a Outperform and raises the price target from $175 to $200.

Why Today's AI Boom Differs From the Internet Bubble

The article argues that the current AI buildout, representing the largest industrial expansion since 19th-century railroads, is fundamentally different from the 1990s internet bubble. Unlike the dot-com era where 90% of fiber infrastructure sat unused and 75% of IPOs operated at losses, today's AI companies are profitable, have reasonable valuations, and their hardware is in high demand with premium pricing. This suggests the AI boom has a stronger economic foundation than the internet bubble.

'Google, Blackstone Venture Faces Delays at Data-Center Sites' - Bloomberg

Adobe Before Q3 Earnings: Should You Hold or Fold the ADBE Stock?

Adobe is set to report Q3 FY2026 results on September 10 with expected revenues of $6.67-$6.72 billion and non-GAAP EPS of $6.05-$6.10. The company's AI initiatives including Firefly, Acrobat AI Assistant, and GenStudio are driving growth with AI-first ARR exceeding $500 million. However, intensifying GenAI competition, rising investments, and near-term ARR pressure from freemium strategy expansion present concerns. Adobe shares have underperformed the sector by 23.8% year-to-date but trade at a valuation discount.