CF Industries Faces Downgrade as Mizuho Warns Middle East Conflict Gains Are Already Priced In
Mizuho downgrades CF Industries to Underperform from Neutral. Analyst warns Middle East conflict gains in fertilizer stocks are overdone and temporary.
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Bilibili Gets a Boost: JPMorgan Upgrades to Overweight, Sees Upside Thanks to AI Investments
JPMorgan bullish on BILI: AI investments fuel engagement, 25%+ ad revenue growth. "Solid profit compounder" with strong upside potential.
Nuclear Startup Oklo Reports Wider Annual Loss as R&D Costs Surge
Pre-revenue Oklo reports wider-than-expected 2025 loss of $0.72/share. Stock struggles persist despite regulatory progress focus.
Myriad Genetics Scores FDA Nod for MyChoice CDx – The Only Approved HRD Test Guiding Zejula Therapy
Myriad Genetics' MyChoice CDx gains FDA approval as the only CDx to identify HRD-positive patients for Zejula maintenance in advanced ovarian cancer, boosting precision therapy.
Lululemon’s Conservative 2026 Outlook Heaps Pressure on Brand Amid CEO Search and Founder Feud
Lululemon projected conservative 2026 revenue of $11.35B–$11.50B (2–4% growth) and EPS of $12.10–$12.30, below Wall Street expectations. Shares dropped as the brand hunts for a new CEO amid founder Chip Wilson’s board push, quality complaints, and rising competition.
From $300B to $600B: Andy Jassy Sees AI Doubling AWS's Future Size
Amazon’s (AMZN) Andy Jassy said during an internal employee meeting that AI could push AWS annual sales to $600B within a decade—doubling his prior $300B forecast—from the current $128.7B.