China E-Commerce Stocks Sink as Beijing Cracks Down on 618 Discount Wars
Beijing targets misleading 618 deals by JD, PDD, Alibaba; stocks fall as regulators curb subsidy wars and unclear discounts.
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Oklo Clears Major Safety Hurdle for Aurora Nuclear Reactor at Idaho Lab
Oklo gets US approval for Aurora reactor safety plan, moving closer to building a small advanced nuclear plant in Idaho.
Morgan Stanley: Alcoa’s Sharp Selloff on Alumina Pressure Appears Overdone
Alcoa shares fell on Wednesday after profit warnings on alumina losses driven by energy costs and geopolitical disruptions. Morgan Stanley remains positive.
BTIG Starts Coverage on VOYG with Buy Rating on Defense Growth
BTIG sees Voyager as a Buy with $55 target (~33% upside), boosted by defense deals, acquisitions, and strong bullish trading signals.
Intel Stock Surges as BofA Projects Strong Growth, Sees $6+ EPS by 2030
BofA boosts Intel to Buy, citing AI agent CPU boom and improved manufacturing outlook.
Oracle Beats Q4 Expectations, But Massive AI Spending Raises Profitability Concerns
Oracle reported Q4 revenue of $19.2B (+21%) and a record $638B RPO, beating expectations. Cloud revenue surged 47%, but massive $55.7B CapEx is worrying investors.