Editorial companion

What stands out

Goldman Sachs raised its price target on CoreWeave (CRWV) but kept a neutral rating, a neat snapshot of Wall Street rewarding earnings traction while still sitting on the sidelines, and Schwab’s Sam Vadas walks through why stronger revenue didn’t translate into full conviction. Marvell (MRVL) picked up price-target bumps from Citi and Oppenheimer, underscoring how chip suppliers tied to artificial intelligence (AI) and datacenter demand still attract investor enthusiasm. Walmart (WMT) drew one upgrade and one downgrade, the kind of split that makes noise without changing the long-term thesis for most disciplined portfolios.