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Baird starts Array Technologies at Outperform on solar growth
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Bank of England’s Breeden warns against keeping rates high for too long
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OPEC dismisses reports of G8 production increase plans
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Barclays upgrades Croda on activist investor, cost cutting plans
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Barclays starts coverage on Academy Sports at EW rating
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Unbundling still the most likely path from here for Warner: BofA
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CoreWeave initiated at Outperform by Evercore on AI infrastructure demand
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NRC accelerates Oklo reactor review as Wall Street turns cautious
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Should you own shipping and containers stocks? Jefferies weighs in
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Semtech upgraded at Oppenheimer on AI data center and IoT growth bets
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UiPath shares jump on NVIDIA, OpenAI partnerships
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Citi lifts NVIDIA target on stronger AI spending outlook
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UiPath shares surge on NVIDIA, OpenAI partnerships
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BofA upgrades Freeport-McMoRan to Buy, says ’key risks are priced’
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Instacart downgraded to Neutral at BTIG on negative competitive developments
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Spotify downgraded at Goldman on valuation as growth priced in
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Celsius upgraded to Overweight at Morgan Stanley on growth momentum
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CoreWeave stock soars after $14.2 billion Meta computing deal
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Circle Internet stock rises as Visa tests stablecoin payments
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BofA cuts nuclear stocks on valuation concerns
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TSMC stock target raised at Morgan Stanley on expected earnings beat
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Spotify founder Daniel Ek to step down as CEO in 2026
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Mizuho launches U.S. internet coverage, names Meta a favorite and backs Airbnb
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Morgan Stanley explains who faces disruption risk from OpenAI's new video app
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Fed's Jefferson sees 1.5% U.S. growth, warns of labor market stress
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Coty to review $1.6 bln consumer beauty business, integrates fragrance operations
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Verizon explores deal for EchoStar’s AWS-3 spectrum licenses - report
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EchoStar stock soars on potential Verizon spectrum sale talks
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These 2 AI stocks stand out as supply chain winners, says KeyBanc
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Lockheed Martin secures over $12.8 billion in defense contracts
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L3Harris Technologies secures $939.6 million Navy contract for radio systems
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Boeing secures $150 million in defense contracts for aircraft systems
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Raytheon secures over $5 billion contract for Coyote Missile System
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Broadwood files definitive proxy, STAAR reaffirms Alcon merger
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Airbus backlog gains pricing power with BofA expecting higher margins
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Fed’s Musalem warns inflation to remain elevated for coming quarters
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Morgan Stanley materially lifts HDD price targets and forecasts
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UBS starts Core&Main at Buy, sees growth picking up
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Mizuho lifts ASML to Buy, sees EUV demand strength
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Morgan Stanley cuts Wells Fargo and U.S. Bancorp rating
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Etsy, Shopify stocks surge after OpenAI adds instant checkout feature to ChatGPT
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Alibaba stock target raised at Morgan Stanley on cloud business strength
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If there’s a U.S. government shutdown, this is the data to watch
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BofA double downgrades Choice Hotels on prolonged weakness in budget travel
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Binance launches Crypto-as-a-Service for financial institutions
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Bernstein says Donald Trump wants this stock to go up
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Opendoor activist Randian sets sights on One Group turnaround
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Goldman downgrades credit, turns more positive on stocks on Fed dovishness
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Barclays starts coverage of OKLO and SMR as demand for clean baseload power grows
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Electric aircraft maker Beta Technologies files for NYSE IPO
