Who will benefit from a more than favorable environment for AI infrastructure demand? Roth MKM analyst Suji Desilva has one name in mind and that is Astera Labs (Astera Labs Stock Quote, Chart, News, Analysts, Financials NASDAQ:ALAB). In a research update to clients December 2, Desilva maintained his “Buy” rating on ALAB, but raised his […]
Shopify is just getting started, National Bank saysShopify’s (Shopify Stock Quote, Chart, News, Analysts, Financials NYSE:SHOP) Black Friday data tradition continued this week and National Bank Financial analyst Richard Tse said it underscores his bullish thesis on the stock. On December 3, Shopify issued a press release noting that its merchants posted $11.5-billion in sales over the Black Friday-Cyber Monday weekend, reaching […]