Jefferies Turns Bullish on Detroit: Upgrades Ford and General Motors
Jefferies upgrades Ford to Buy ($17.50 PT) and GM to Buy ($99 PT). Stronger production, healthy U.S. demand and solid 2027 outlook drive the dual upgrades.
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D-Wave Shares Jump After AT&T Expands Quantum Partnership for Network Operations
AT&T will layer D-Wave’s quantum tech into AI network tools after a test cut processing from 1 hour to 15 seconds.
Rocket Lab Wins Record $266M Space Force Contract for Suborbital Missile Defense Launches
Rocket Lab lands its biggest deal ever: a $266M multi-launch contract with the U.S. Space Force for 12+ suborbital missile-defense missions from a new Alaska site.
Bitcoin Miners Get Buy Ratings: Chardan Sees Big Upside in HIVE, WULF and CIFR’s AI Push
Chardan initiates Buy coverage on HIVE ($7.50 PT), WULF ($32) & CIFR ($32) as Bitcoin miners expand into AI data centers with strong upside.
United Secretly Approached Delta About a Mega-Merger Last Year
United CEO Scott Kirby quietly approached Delta about combining the two top U.S. airlines. Talks ended quickly, revealing his bold ambitions.
Nvidia Seals $500B+ AI Mega-Deal with SK Group and Eyes $250B OpenAI Financing
Nvidia partners with SK Group on a $500B+ AI deal for next-gen memory and data centers, while negotiating $250B guarantees for OpenAI’s Ohio project.