Google Chooses Intel Xeon 6 for Next-Generation AI Infrastructure
Google is expanding its partnership with Intel, committing to multiple generations of Xeon processors for its AI data centers.
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Marvell and Texas Instruments Just Got Upgraded by Wall Street
Marvell upgraded to Overweight ($150) on booming optical growth; Texas Instruments Buy ($250) as analog chip demand rises.
Wolfe Research Initiates Coverage on Palisade Bio and Avalo Therapeutics with Strong Buy Calls
Wolfe Research: PALI “Outperform” ($7) eyes 2027 ulcerative colitis trial; AVTX “Outperform” ($48) waits May LOTUS Phase 2 readout.
BlackBerry Beats Q4 Estimates, Raises Q1 Outlook as QNX Powers Turnaround
BlackBerry beats Q4 expectations, grows in cybersecurity & car software, QNX booming, shares jump, strong cash & future plans.
Rosenblatt Downgrades Bullish to Neutral as Stock Hits Valuation Limit
Rosenblatt downgraded Bullish to Neutral, citing its rich valuation. A collapse in crypto activity adds further pressure.
CoreWeave Lands $21 Billion Mega-Deal with Meta to Power AI Until 2032
CoreWeave expands $21B deal with Meta for AI cloud power, adds NVIDIA chips, raises funds via bonds to fuel growth.