Shake Shack Gets Major Bullish Upgrade as 2026 Growth Looks Strong
Mizuho upgraded Shake Shack to Outperform, citing strong sales, growth drivers for 2026, and attractive valuation at current price.
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Lumentum Sold Out Through 2028 as AI Demand Goes Crazy
Lumentum Holdings is overwhelmed by AI demand, expanding fast but still sold out through 2028 due to huge tech orders.
Bernstein Sets $1,250 Price Target on SanDisk Amid NAND Price Surge
SanDisk surged after Bernstein raised its price target to the highest level on Wall Street and sharply boosted earnings estimates, driven by strong NAND memory prices and AI demand.
Circle Downgraded to Sell as Margins Shrink and USDC Growth Slows
Circle was downgraded as USDC profits may shrink, margins fall in 2026, and growth expectations look too optimistic.
Potential Buyers Circle Winklevoss-Backed Gemini for Its Valuable European Licenses
Gemini, backed by the Winklevoss twins, is selling its EU/UK parts for licenses; stock plunged 80% since 2025 IPO.
Michael Burry: "Anthropic is Eating Palantir's Lunch"
Michael Burry warns: Anthropic’s easy, cheap AI is outpacing Palantir, which may lose private business despite gov’t contracts.