J.P. Morgan maintains an Overweight rating on Take-Two Interactive with a $200 target, citing positive trends in mobile gaming, particularly for Zynga. Management expresses confidence in mobile market growth and stability into 2024, highlighting consumer readiness to invest in new games.
Broadcom's AI-related revenue is a key area of focus in the Q2 earnings according to analysts. Here's a look at what analysts are saying about the company.