Analysts from Bank of America, JPMorgan and Oppenheimer have identified three AI-focused stocks they believe are well-positioned for continued gains following strong quarterly earnings. Palantir saw its US commercial revenue surge 149% year over year in the second quarter, prompting Bank of America to maintain a $255 price target implying 48% upside. Amazon reported 37% AWS revenue growth in the second quarter, its fastest expansion in 18 quarters, leading JPMorgan to raise its price target to $365. Oppenheimer maintained a $400 price target on Lam Research, anticipating an unusually strong 2027 for the semiconductor sector.
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