Nvidia CEO Jensen Huang reaffirms copper's role in AI server racks for Vera Rubin & Feynman, causing Coherent and Lumentum shares to fall ~4%. Credo rises as optics wait.
Cantor Fitzgerald initiates Overweight on Tenax Therapeutics with $35 target. Under-the-radar biotech nears Q3 2026 Phase 3 readout for potential first PH-HFpEF therapy — high-risk, high-reward setup.
Argus downgrades DraftKings to Hold from Buy amid high customer costs, rising state taxes, prediction market rivalry, and U.S. gaming market share losses.
Morgan Stanley upgrades Lemonade to Overweight with $85 PT on Tesla self-driving insurance partnership and first-mover edge.
Delta Air Lines raised its Q1 2026 revenue guidance to high single-digit growth after strong March demand from leisure and corporate customers. Earnings stay on track despite higher fuel costs.
Oppenheimer upgrades Target Hospitality to Outperform with $11 price target, citing strong data center workforce housing pivot amid AI boom and recent expansions.
