Barclays Turns Bullish on Dell as AI Server Demand Grows
Barclays upgrades Dell Technologies to Overweight, citing strong AI server orders, disciplined spending, and potential upside to earnings estimates.
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Goldman Sachs Turns Bearish on MoonLake
Goldman Sachs downgraded MoonLake Immunotherapeutics to Sell, citing high approval risks despite progress in Phase 3 trials.
Wells Fargo Favors DraftKings Over Flutter in 2026 Digital Gaming Outlook
Wells Fargo upgrades DraftKings and downgrades Flutter, highlighting stronger near-term upside for DKNG and solid long-term growth in digital gaming.
TSMC's $56 Billion Bet: Chip Giant Goes All-In on AI Future
TSMC announces massive $56B spending plan for 2026, signaling confidence in AI boom. Strong earnings and expansion plans boost tech sector optimism.
Mission Produce to Acquire Calavo Growers in Major Avocado Industry Deal
Mission Produce announces $430M acquisition of Calavo Growers, creating a larger avocado and fresh produce platform with expanded offerings including guacamole and prepared foods.
Oracle Faces Lawsuit Over Alleged Bond Sale Disclosure Failures
Bondholders sue Oracle for $18B debt sale, claiming the company failed to disclose plans for additional $38B in loans needed for AI infrastructure expansion.