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Here are Friday's biggest analyst calls: Apple, AMD, Intel, Oracle, Caterpillar, Shake Shack & more

INTCCL, ORCLCL, AAPLCL, SHAK, CAT1

Here are the biggest calls on Wall Street on Friday.

Sensient Technologies (SXT) Q1 Earnings and Revenues Top Estimates

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Sensient (SXT) delivered earnings and revenue surprises of +30.00% and +7.38%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

TSM's Gross Margin Hits 66% in Q1: Can Profit Growth Offset Fab Costs?

INTC, TSM, GFS

Taiwan Semiconductor's gross margin hits 66% in Q1 despite rising fab costs. Can strong demand and scale sustain profitability gains?

Germany’s economy was set to rebound. But soaring energy prices have derailed Europe's biggest comeback

Fiscal spending is now a critical tailwind for Germany's economy, as the Iran war hammers its growth outlook.

Agentforce Adoption Rises: Can It Be Salesforce's Next Growth Engine?

MSFT, CRM, NOW

Salesforce's Agentforce surges to $800M ARR with 169% growth, signaling AI-driven momentum that could fuel its next major expansion phase.

AI data center backlash threatens Pennsylvania GOP incumbents in 2026 election

Pennsylvania has four competitive House races in 2026, all of which are in areas where Gov. Josh Shapiro has AI data center expansion plans.

Meta will adopt hundreds of thousands of AWS Graviton chips in latest AI infrastructure grab

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The Amazon deal comes weeks after Meta made $48 billion in AI commitments with CoreWeave and Nebius.

SLB (SLB) Surpasses Q1 Earnings and Revenue Estimates

SLB, MNTN

SLB (SLB) delivered earnings and revenue surprises of +1.31% and +1.09%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Trump warns of ‘big tariff’ if UK doesn’t drop digital services tax on U.S. tech firms

The tax is a 2% levy on the revenues of search engines, social media services and online marketplaces that derive value from U.K. users.

Wall Street's 'fear gauge' is doing something unusual. What it means

The S&P 500 touched record highs Thursday morning, but the Cboe Volatility Index (VIX) remained stuck near 20 and is up from five days ago.