Jefferies Upgrades Sunrun: Why Solar Cash and Growth Are Coming
Jefferies upgraded Sunrun to "Buy" due to its expected massive cash flow and growth in 2026. This growth is driven by favorable market shifts and a focus on solar batteries.
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AST SpaceMobile Gets a Big Boost from Barclays after Bluebird Update
Barclays hiked the AST SpaceMobile stock target to $60 (from $37) because the long-term future looks better, even with minor delays. AST's richer broadband/call/text products mean they can charge more than rivals' basic text-only plans.
BlackRock's GIP Nears $38 Billion Utility Giant AES Acquisition
BlackRock-owned Global Infrastructure Partners (GIP) is nearing a huge buyout of AES, a major utility focused on power for tech data centers and renewable energy grids.
Nike's Turnaround Takes Shape: North American Strength Offsets Persistent China Weakness
Nike posted a surprise 1% revenue increase in its latest quarter, fueled by strong growth in North America and a wholesale rebound. However, the path ahead is complicated by rising tariffs ($1.5 billion forecast) and persistent sales declines in Greater China.
US Government Secures Equity Stake in Thacker Pass to Fuel Domestic Lithium Independence
The U.S. Department of Energy (DOE) has secured a 5% equity stake in Lithium Americas and 5% in its Thacker Pass joint venture with GM, finalizing terms for a $435 million initial loan draw to boost domestic lithium supply and challenge China's market dominance.
Warren Buffett's Berkshire Eyes $10B Deal for Occidental's Chemical Business
Berkshire Hathaway is in talks to acquire Occidental Petroleum's OxyChem division for approximately $10 billion, marking Buffett's largest deal since 2022.