AI’s Power Hunger Returns – Analysts See 30–68% Upside in CEG, TLN & NRG
BNP Paribas launches "outperform" coverage on Constellation, Talen & NRG, forecasting 30-68% upside as AI data center power demand accelerates into the 2030s.
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Compass Dismisses Antitrust Suit as Zillow Eases Listing Rules
Compass ends antitrust suit against Zillow after policy update allows more pre-marketing options for home sellers, giving homeowners greater choice.
Novo Nordisk Faces More Pain: Bernstein Initiates Underperform Coverage
Bernstein initiates Underperform on Novo Nordisk, citing endless earnings downgrades, weak catalysts, U.S. price deflation, and 2032 patent cliff risks.
The Battle for AI Agent Money: Coinbase Eyes Cloudflare's NET Dollar Stablecoin Deal
Coinbase builds infrastructure for AI agents to make seamless payments via x402 protocol. Competing in stablecoins as Cloudflare powers NET Dollar for agentic web economy.
Private Credit Squeeze Hits Fintech Loans: Stone Ridge Caps Redemptions at Just 11%
Stone Ridge's $2.4B LENDX fund limits withdrawals to 11% amid heavy redemptions in fintech loans from Affirm, Block, Upstart. Investor concerns widen.
Optics Stocks Rise Despite Nvidia’s Copper + Optics “Both Paths” Message
Lumentum & Coherent jump 6-10% as AI data centers demand billions of lasers. Strong $70-90B market outlook overshadows Nvidia's copper comments.