Loop Capital Goes Bullish on Astera Labs: The Next Big AI Pure Play After Nvidia
Loop Capital starts coverage on Astera Labs with a Buy rating and $250 price target, calling it a leading diversified AI silicon pure play after Nvidia.
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Broadcom CEO Sees AI Chip Sales Topping $100 Billion Next Year
Broadcom posts record Q1 revenue of $19.3B, up 29% YoY. AI chip sales doubled to $8.4B. Q2 guidance set at $22B, with AI revenue targeting $100B by 2027. Big customers: OpenAI, Google & Anthropic.
Rigetti Computing Misses Q4 Expectations: Revenue Falls Short, Shares Drop
Rigetti Computing's (RGTI) Q4 2025 earnings show revenue shortfalls despite low expectations; adjusted EPS -$0.06 vs. -$0.04 est.
PepGen Faces FDA Partial Hold on FREEDOM2 DM1 Trial, Advances in Multiple Countries
PepGen announces FDA partial clinical hold on FREEDOM2-DM1 trial due to preclinical questions, while gaining clearance in South Korea, Australia, New Zealand.
Bears Pile Into Blue Owl Capital: Short Interest Hits Record High Amid Stock Plunge
Blue Owl Capital stock has dropped nearly a third in value this year amid private credit worries. Short interest reaches all-time highs as bearish bets surge, with borrowing demand and costs spiking sharply.
DOJ Launches Probe into Fertilizer Giants for Suspected Price-Fixing Collusion
U.S. Justice Department probes Nutrien, Mosaic, CF Industries, Koch & Yara over potential antitrust violations driving up fertilizer prices for farmers. Early-stage inquiry highlights market concentration concerns.