BMO Capital Starts D-Wave Quantum at Outperform With $35 Target — 86% Upside From Latest Close
BMO cites real commercial revenue, a first-mover advantage, and a unique dual annealing-gate technology strategy.
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Nvidia’s $6 Billion ‘Non-Acquisition’ of Poolside: License, Talent, and a $12B Stake
Nvidia pays Poolside $6B for a non-exclusive license to its Model Factory, offers jobs to 109 staff, and invests $1B. Third such deal — not an acquisition.
Broadcom Eyes $60B–$100B Debt Raise for AI Infrastructure, Backed by Blackstone and Apollo
BMO Capital starts Broadcom coverage with Outperform and $455 price target, highlighting its AI chip leadership, custom ASICs, and strong margins.
O-I Glass Stock: Citi Moves to Buy, Flags Near-Term Catalysts
Citi upgrades O-I Glass to Buy, citing trough valuation levels, a derisked 2026 outlook, and the stock being meaningfully oversold.
Ross Stores Raises Full-Year Outlook as Shopper Traffic and Spending Surge
Ross Stores raised its full-year earnings outlook after stronger demand from new and existing customers drove 10% same-store sales growth in Q2.
CrowdStrike CTO Elia Zaitsev Exits After 13 Years to Start AI Security Venture Fund
Concerns grow over leadership continuity, product plans, and AI security efforts.