Toll Brothers Q4 Earnings: Revenue Up But Cautious 2026 Outlook Sends Shares Lower
Toll Brothers (TOL) reports mixed Q4 results with revenue beating estimates but lower fiscal 2026 delivery guidance amid soft housing demand and market uncertainty.
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Wolfe Research Downgrades Vertiv on Valuation Concerns
Wolfe Research downgraded Vertiv to Peer Perform due to valuation concerns after a major multi-year rally, though the firm still sees strong long-term positioning in the data-center market.
CoreWeave Plans $2B Convertible Debt Offering, Shares Drop Amid Investor Caution
CoreWeave (CRWV) shares fell as the AI cloud-computing company plans to raise $2 billion through convertible notes, with part of the proceeds used to protect shareholders from stock dilution.
Citi Sees Positive Catalyst for Baidu Shares Amid AI and Chip Plans
Citi starts a "90-day positive catalyst watch" on Baidu, keeping Buy rating with $181 target. AI revenue, Ernie model, and potential chip spin-off may boost investor confidence.
Seaport Research Turns Bullish on Oklo with $150 Target
Seaport Research upgrades Oklo to Buy with a $150 price target, citing strong Q3 updates and projected 2032 EBITDA of $1.59B.
Morgan Stanley Turns Cautious on Rivian Amid Prolonged EV “Winter”
Morgan Stanley downgrades Rivian to Underweight, keeping a $12 price target. The firm expects the EV slowdown to continue through 2026 while showing more confidence in traditional engines and hybrids.