Marvell and Texas Instruments Just Got Upgraded by Wall Street
Marvell upgraded to Overweight ($150) on booming optical growth; Texas Instruments Buy ($250) as analog chip demand rises.
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Wolfe Research Initiates Coverage on Palisade Bio and Avalo Therapeutics with Strong Buy Calls
Wolfe Research: PALI “Outperform” ($7) eyes 2027 ulcerative colitis trial; AVTX “Outperform” ($48) waits May LOTUS Phase 2 readout.
BlackBerry Beats Q4 Estimates, Raises Q1 Outlook as QNX Powers Turnaround
BlackBerry beats Q4 expectations, grows in cybersecurity & car software, QNX booming, shares jump, strong cash & future plans.
Rosenblatt Downgrades Bullish to Neutral as Stock Hits Valuation Limit
Rosenblatt downgraded Bullish to Neutral, citing its rich valuation. A collapse in crypto activity adds further pressure.
CoreWeave Lands $21 Billion Mega-Deal with Meta to Power AI Until 2032
CoreWeave expands $21B deal with Meta for AI cloud power, adds NVIDIA chips, raises funds via bonds to fuel growth.
Nebius in Talks to Acquire AI21 Labs After Nvidia Deal Falls Through
Israeli AI21 Labs, known for language AI, may be bought by Dutch cloud giant Nebius after Nvidia talks fell through.