Beyond the Dip: Oppenheimer's $140 Target Highlights CoreWeave's Long-Term Premium
Oppenheimer gives CoreWeave (CRWV) an Outperform rating with a $140 price target, betting on long-term AI cloud dominance and 25%+ free cash flow margins by 2035.
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Why Better Home & Finance's ChatGPT Power Move Is Bigger Than the Market Thinks
Cantor highlights Better Home & Finance ChatGPT integration as a major boost for home equity lending via Tinman AI, calling it undervalued news with Overweight rating and $40 target.
Whitestone REIT Draws Takeover Interest from Blackstone and TPG Amid Proxy Battles
Private equity giants Blackstone and TPG show interest in acquiring shopping center owner Whitestone REIT, as the company faces shareholder pressure, proxy fights, and a prior takeover offer.
WAL Stock Falls as Bank Writes Off $126.4M After Jefferies Payment Failure
Western Alliance Bancorporation charges off $126M loan after payment failure by Jefferies; files lawsuit for breach and fraud while offsetting losses through gains and cuts.
Munitions Super Cycle Ignites: Piper Sandler Boosts Karman to Overweight
Piper Sandler upgrades Karman Holdings to Overweight with a $127 price target (up from $110), citing a major munitions "super cycle" driven by global defense needs and recent conflicts.
Polyethylene Surge Boosts Dow – JPMorgan Upgrades to Overweight
JPMorgan upgrades Dow Inc. to Overweight with a $40 price target, citing sharp polyethylene price gains from energy disruptions due to the Iran conflict and Strait of Hormuz issues.