JPMorgan Sees Strong AI Demand for CoreWeave
JPMorgan says CoreWeave’s AI demand remains very strong, driven by long-term contracts and limited compute supply, while keeping a Neutral rating.
/ 946 items
#BUZZ↓
Riot Platforms Lands Major AMD Deal for AI Data Centers
Riot Platforms acquires 200-acre Texas site and signs $311M data center lease with AMD, marking pivot from Bitcoin mining to AI infrastructure with potential $1B revenue.
Dave & Buster’s Gets Boost: Benchmark Upgrades to Buy at $30
Benchmark raises Dave & Buster’s stock to Buy, citing stronger food, drinks, and Half Price Games promotion for Q1 growth.
Mosaic Stock Falls on Weak Q4 Fertilizer Demand, Eyes Recovery in 2026
Mosaic shares dropped 5% after reporting weaker-than-expected Q4 fertilizer demand. Company sees improvement ahead with spring demand and Chinese export restrictions supporting 2026 outlook.
AST SpaceMobile Wins U.S. Military Defense SHIELD Contract
AST SpaceMobile awarded prime contractor status for MDA's SHIELD missile defense program under Trump's Golden Dome strategy, validating dual-use satellite technology.
Morgan Stanley Turns Bullish on Rocket Lab as Space Tech Gains Momentum
Morgan Stanley upgrades Rocket Lab to Overweight, raising its price target to $105 and highlighting strong growth prospects for the space technology sector in 2026.