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Recession fears have resurfaced as the Iran war has pushed oil prices to a multiyear high, prompting investors to rotate away from stocks and into safer assets such as U.S. Treasuries.
The S&P 500 is currently about 6% below its high, while Kalshi prediction markets show a 60% chance that the index declines another 10%. At the same time, Wall Street analysts have upwardly revised earnings estimates across the technology sector, which some investors view as a potential buying opportunity.
Upward revisions to earnings estimates have been particularly pronounced in four AI-related stocks: Sandisk, Micron Technology, Nvidia, and Palantir. Sandisk, Micron and Nvidia are semiconductor companies benefiting from demand for AI infrastructure, while Palantir is a provider of AI decisioning software.
Across the four names, Wall Street analysts generally view Micron and Nvidia as the best buys right now.
According to The Wall Street Journal, Micron’s median target price of $550 per share implies 50% upside from its current share price of $366. Nvidia’s median target price of $265 per share also implies 50% upside from its current share price of $177.
By comparison, Sandisk’s median target price of $745 per share implies about 6% upside from its current share price of $701. Palantir’s median target price of $200 per share implies 35% upside from its current share price of $148.

Premium gym chains are entering a “golden era” that is ending or already in decline, as rising operating costs collide with shifting consumer preferences toward more flexible, community-based ways to exercise. Long-term memberships are shrinking, margins are pressured by higher rents and facility expenses, and competition from smaller, more personalized…