BofA Warns Petrochemical Stocks May Have Risen Too Far, Too Fast
BofA downgraded Dow, LyondellBasell, and Westlake, saying recent gains from high oil prices may not last and stocks could slow down.
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Goldman Sachs Sees 26% Upside in Netflix Stock Ahead of Q1 Earnings
Goldman Sachs upgraded Netflix to Buy, seeing strong growth, rising users, and ~26% upside despite recent stock decline.
BofA Turns Neutral on Carvana Amid Rising Oil Prices
BofA cut Carvana to Neutral: higher gas and rates hurt buyers, so upside is limited and risks are now evenly balanced.
Neurocrine Expands Rare Disease Portfolio with $2.9B Soleno Buy
Neurocrine will buy Soleno for $2.9B, adding VYKAT XR, the first drug for extreme hunger in rare Prader-Willi syndrome.
Microsoft Announces $10 Billion AI Push in Japan, Sakura Internet Stock Soars
Microsoft plans a $10 billion investment in AI and cybersecurity in Japan over 4 years. Sakura Internet stock jumps 20% as it becomes the local AI partner.
AOI Scores $71 Million New Order for 800G Data Center Transceivers
AOI got a $71M order for 800G transceivers, doubling recent sales; shipments start Q2 2026 for AI & cloud data centers.