BofA Upgrades Booking Holdings to Buy: AI Fears Create Opportunity
BofA upgrades Booking Holdings to Buy with a $6,000 target, saying AI-related concerns are overblown and the recent selloff offers a buying opportunity.
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BMO Capital Upgrades MP Materials: Attractive Entry Point Despite Rare Earth Pullback
BMO Capital upgrades MP Materials to Outperform, citing strategic importance and an appealing valuation despite lower rare earth prices.
JPMorgan Boosts CleanSpark and Cipher Mining After Share Pullbacks
JPMorgan upgrades CleanSpark and Cipher Mining to Overweight, citing attractive entry points, strong computing capacity, and growing demand for high-performance compute deals.
Alibaba's Qwen AI App Soars to 10M Downloads in Just One Week
Alibaba's (BABA) Qwen AI assistant reaches 10 million downloads within a week of launch, competing with ChatGPT in China's growing consumer AI market.
Ford Sees No Impact to EBITDA, FCF from Recent Novelis Fire
Ford and Novelis provide update on Oswego aluminum plant fire. Operations resume quickly with no injuries reported. Ford maintains 2025 financial guidance.
Trump Administration Weighs Letting Nvidia Sell Advanced H200 AI Chips to China
Trump officials discuss potentially allowing Nvidia to export H200 AI chips to China, marking a major shift in US semiconductor export policy and boosting Nvidia shares.