Vertiv stock falls after AWS unveils custom cooling technology
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BofA on Amazon.com (AMZN):'We estimate approx. $21.4bn in Prime Day GMV'
July 14, 2025 11:58 AM EDTBofA Securities analyst Justin Post reiterated a Buy rating and $248.00 price target on Amazon.com (NASDAQ: AMZN).
The analyst comments "We estimate approx. $21.4bn in Prime Day GMV. Prime Day ran for four days this year and was twice as long as... More
Amazon.com (AMZN) PT Raised to $300 at Morgan Stanley, 'PT to $300...AMZN still top pick'
July 10, 2025 4:15 PM EDTMorgan Stanley analyst Brian Nowak raised the price target on Amazon.com (NASDAQ: AMZN) to $300.00 (from $250.00) while maintaining a Overweight rating.
The analyst comments "Raise '26/'27 EPS by 9%/6% for lower tariffs as $8 of '26 EPS returns as base case. Anthropic,... More
Wolfe Research Reiterates Outperform Rating on Vertiv Holdings Co. (VRT)
July 10, 2025 3:13 PM EDTWolfe Research analyst Nigel Coe reiterated an Outperform rating and $155.00 price target on Vertiv Holdings Co. (NYSE: VRT)
The analyst comments "As we write, VRT is trading down ~6% with many other DC-infrastructure levered stocks also underperforming (most notably NVT, down 2-3%) following a CNBC story that Amazon Web Services (AWS) is adopting its own proprietary designs for its NVIDIA Blackwell-enabled service offerings. Clearly, the liquid cooling ramp-up is a key component of the growth frameworks for both companies, and the concern is that announcement marks a potential disintermediation. The reality is that hyperscaler... More
