Goldman Sachs Starts Coverage on Biohaven with Buy Rating
Goldman Sachs initiates coverage on Biohaven with a Buy rating and $23 price target, highlighting BHV-1400 and its potential in the large IgA nephropathy market.
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Coty Withdraws Guidance as New CEO Launches "Curated" Turnaround Strategy
CoverGirl owner Coty scraps 2026 outlook and unveils strategic reset under new CEO Markus Strobel. Shares fall 10% as company refocuses on core prestige brands.
Bloom Energy Crushes Q4 Earnings as AI Power Demand Surges – 2026 Outlook Soars
Bloom Energy (BE) reports strong Q4 2025 results with 36% revenue growth driven by AI data centers. Company forecasts $3.1-3.3B revenue for 2026, beating Wall Street expectations.
IREN Secures $3.6B Microsoft GPU Deal Amid Q2 Earnings Shortfall
IREN reports Q2 FY26 losses of $0.52/share, missing estimates by 280% as company transitions from Bitcoin mining to AI cloud services with $3.6B GPU financing secured.
Roblox Soars on Strong 2026 Forecast, Targets 10% Global Gaming Market Share
Roblox shares jump 20% after beating Q4 expectations and forecasting 2026 bookings up to $8.55B, driven by 69% user growth despite new safety measures.
Amazon Plans $200B AI Spending Spree as Investors Push Back
Amazon announces massive $200 billion capital expenditure plan for 2026, focusing on AI infrastructure. Stock drops 8% as investors question timing of returns on AI investments.