According to CNBC, JPMorgan upgraded CoreWeave to buy from hold and raised its price target to $125 from $120, BTIG lifted its rating on Palo Alto Networks to buy and increased its target to $425 from $404, and Rosenblatt reiterated a buy rating on Amazon while raising its target to $360 from $335. JPMorgan said CoreWeave is benefiting from strong AI-driven demand and higher pricing, while BTIG said Palo Alto Networks has upside to revenue and next-generation security annual recurring revenue in fiscal 2027. Rosenblatt said fears that agentic commerce will materially hurt Amazon's advertising business are overstated and expects Amazon Web Services to exit the year at more than 45% growth with continued margin improvement.