Wells Fargo Sees Sharp Recovery for Boeing – Starts with Overweight
Wells Fargo starts coverage on Boeing with an Overweight rating and $250 price target. Strong free cash flow recovery expected as MAX and 787 production ramps up.
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Intel Soars After $14.2B Buyback of Irish Chip Factory
Intel will repurchase its 49% stake in Ireland’s Fab 34 from Apollo for $14.2B. Stock jumps as the chipmaker regains full control of key AI manufacturing site.
Benchmark Sees Huge Upside in Snowflake, Microsoft & Cybersecurity Leaders
Benchmark initiates Buy coverage on Snowflake, Microsoft, Palo Alto Networks, ServiceNow, and CrowdStrike.
Hasbro Hit by Cyber Attack: Toy Giant Shuts Systems and Keeps Shipping
Hasbro is investigating a cybersecurity breach after unauthorized access on March 28. The toy giant took systems offline but is using backup plans to keep taking orders and shipping products.
SharonAI Secures Massive $1.25B Five-Year AI Cloud Contract with ESDS
SharonAI signs a US$1.25 billion five-year AI infrastructure contract with ESDS to deploy 8,000 B300 GPUs in Australia. Revenue starts Q3 2026.
Target Hospitality Scores $550M Mega-Contract with Top Hyperscaler for North Texas Data Center Hub
Target Hospitality lands a $550M multi-year contract with a top-five hyperscaler to build and operate a 4,000-person data center community in North Texas. 2026 outlook raised.