DraftKings Downgraded to Hold: Prediction Markets and Rising Costs Hit Hard
Argus downgrades DraftKings to Hold from Buy amid high customer costs, rising state taxes, prediction market rivalry, and U.S. gaming market share losses.
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Morgan Stanley Turns Bullish on Lemonade — Tesla Partnership Sparks $85 Price Target
Morgan Stanley upgrades Lemonade to Overweight with $85 PT on Tesla self-driving insurance partnership and first-mover edge.
Delta Air Lines Raises Q1 Revenue Forecast to High Single Digits as Demand Surges Despite Higher Fuel Costs
Delta Air Lines raised its Q1 2026 revenue guidance to high single-digit growth after strong March demand from leisure and corporate customers. Earnings stay on track despite higher fuel costs.
Target Hospitality Upgraded to Outperform: Oppenheimer Bets Big on Data Center Housing Pivot
Oppenheimer upgrades Target Hospitality to Outperform with $11 price target, citing strong data center workforce housing pivot amid AI boom and recent expansions.
AEye Joins NVIDIA’s Halos AI Safety Lab to Advance Safer Self-Driving and Physical AI Solutions
AEye shares jump after joining NVIDIA’s first accredited Halos AI Safety Lab. Partnership boosts safety-certified long-range Apollo lidar for autonomous vehicles and physical AI.
Nvidia Supercharges Uber & Lyft: Robotaxis Hit LA and SF in 2027, Global Expansion by 2028
Uber and Lyft stocks rise after Nvidia announces expanded partnerships at GTC 2026, with Uber planning Level-4 robotaxis in Los Angeles and San Francisco in 2027, scaling to 28 global cities by 2028. Lyft boosts AI for rides and mapping.