Six Flags Under Pressure: Jana Partners Demands Sale Talks and Leadership Shake-Up
Activist Jana Partners urges Six Flags to explore a sale and appoint new board chair amid dysfunction concerns, per letter.
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Huang Reaffirms Copper's Role in Nvidia Servers: Optics Demand Takes a Breather
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.
Tenax Therapeutics: Cantor Sees 2x–3x Upside as First PH-HFpEF Drug Nears Pivotal Data
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.
DraftKings Downgraded to Hold: Prediction Markets and Rising Costs Hit Hard
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 Turns Bullish on Lemonade — Tesla Partnership Sparks $85 Price Target
Morgan Stanley upgrades Lemonade to Overweight with $85 PT on Tesla self-driving insurance partnership and first-mover edge.
Delta Air Lines Raises Q1 Revenue Forecast to High Single Digits as Demand Surges Despite Higher Fuel Costs
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.