BofA Downgrades Arm to Neutral Amid Revenue Slowdown
BofA cuts Arm to Neutral with $120 target due to royalty slowdown, SoftBank reliance, and weaker smartphone sales in 2026.
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BofA cuts Arm to Neutral with $120 target due to royalty slowdown, SoftBank reliance, and weaker smartphone sales in 2026.
Morgan Stanley keeps Overweight on TransUnion and Equifax, saying a possible Fannie-Freddie shift from tri-merge to bi-merge is already priced in.
A San Francisco court denied AppLovin’s temporary restraining order against Unity’s Ad Quality SDK. Claims stay open in arbitration, Wedbush says.
Tesla delivered 486,532 vehicles in Q3, topping Wall Street forecasts. The total remained below last year’s record as Europe recovered.