No Tenant, Huge Losses: Inside Fermi’s 2025 Shareholder Letter
Fermi reported a $486.4M net loss and zero revenue in its first year. Still no signed tenant for Project Matador AI power campus. Stock drops sharply.
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Anthropic’s New AI Model Could Supercharge CrowdStrike’s Growth
Wolfe Research upgrades CrowdStrike to Outperform and sets a $450 price target.
Alcoa Stock Surges Amid Middle East Supply Concerns
Iran’s weekend attacks on major Persian Gulf aluminum plants triggered sharp price jumps. Supply shortages could push aluminum to record highs, affecting planes, solar panels, and packaging.
Sysco Buys Jetro Restaurant Depot for $29 Billion
Sysco is buying Jetro for $29B to offer cheaper food and faster service to small restaurants, with more stores and better deals ahead.
Citi Gives Voyager Technologies a Buy Rating with 58% Upside
Citi starts coverage of Voyager Technologies with a Buy rating and $36 price target, citing 58% upside potential driven by missile defense and space megatrends.
Deutsche Bank Upgrades Celsius to Buy – Sees Strong Buying Opportunity
Deutsche Bank upgraded Celsius to Buy from Hold with a $44 price target. Analyst sees a buying opportunity after the recent selloff despite Costco concerns.