SanDisk to Double Enterprise SSD Prices Amid AI-Driven Demand Surge
SanDisk plans to double prices for high-capacity 3D NAND memory in Q1 2026 as AI infrastructure drives unprecedented demand for enterprise storage solutions.
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TD Cowen Upgrades Solar Stocks: SolarEdge & Array Technologies
TD Cowen upgrades SolarEdge and Array Technologies to Buy, citing strong execution, new products, and market growth opportunities.
Trump Meets Intel CEO to Discuss Chip Manufacturing Progress
President Trump and Intel CEO Lip-Bu Tan discussed the company's new processor line and government investment in American chip manufacturing at White House meeting.
Stifel Downgrades Intuitive Machines Ahead of Key NASA Decision
Stifel cuts Intuitive Machines to Hold as NASA’s lunar vehicle decision nears, citing political uncertainty and balanced risk-reward.
TD Cowen Starts Coverage on Constellation Energy with Buy Rating
TD Cowen initiates coverage of Constellation Energy with a Buy rating and a $440 price target, highlighting growth opportunities despite regulatory risks.
JPMorgan Turns Bullish on Southwest Airlines
JPMorgan double upgrades Southwest Airlines to Overweight, raises price target to $60, and flags strong earnings potential heading into 2026.