Anthropic Secures Major Compute Capacity from CoreWeave for Claude Expansion
Anthropic rents CoreWeave AI data centers with Nvidia chips to boost Claude’s speed, scale, and reliability as demand grows.
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BTIG Initiates Buy Rating on Infleqtion as Stock Jumps on ISS News
BTIG has initiated coverage of Infleqtion with a Buy rating. INFQ is generating real revenue in quantum technology, targeting strong growth, and is sending advanced hardware to the ISS, boosting its stock.
Shake Shack Gets Major Bullish Upgrade as 2026 Growth Looks Strong
Mizuho upgraded Shake Shack to Outperform, citing strong sales, growth drivers for 2026, and attractive valuation at current price.
Lumentum Sold Out Through 2028 as AI Demand Goes Crazy
Lumentum Holdings is overwhelmed by AI demand, expanding fast but still sold out through 2028 due to huge tech orders.
Bernstein Sets $1,250 Price Target on SanDisk Amid NAND Price Surge
SanDisk surged after Bernstein raised its price target to the highest level on Wall Street and sharply boosted earnings estimates, driven by strong NAND memory prices and AI demand.
Circle Downgraded to Sell as Margins Shrink and USDC Growth Slows
Circle was downgraded as USDC profits may shrink, margins fall in 2026, and growth expectations look too optimistic.