AI Challenger Cerebras Picks Morgan Stanley to Lead $2 Billion IPO Comeback
AI chipmaker Cerebras picks Morgan Stanley to lead its renewed IPO push, aiming to raise ~$2B as soon as April amid booming AI demand and a $23B valuation.
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BlackRock Caps Withdrawals at $26B Private Credit Fund as Investors Rush for the Exit
BlackRock capped redemptions at its $26B HPS Corporate Lending Fund (HLEND) after record withdrawal requests hit 9.3%, signaling stress in private credit markets and sending BLK shares down sharply.
Beyond the Dip: Oppenheimer's $140 Target Highlights CoreWeave's Long-Term Premium
Oppenheimer gives CoreWeave (CRWV) an Outperform rating with a $140 price target, betting on long-term AI cloud dominance and 25%+ free cash flow margins by 2035.
Why Better Home & Finance's ChatGPT Power Move Is Bigger Than the Market Thinks
Cantor highlights Better Home & Finance ChatGPT integration as a major boost for home equity lending via Tinman AI, calling it undervalued news with Overweight rating and $40 target.
WAL Stock Falls as Bank Writes Off $126.4M After Jefferies Payment Failure
Western Alliance Bancorporation charges off $126M loan after payment failure by Jefferies; files lawsuit for breach and fraud while offsetting losses through gains and cuts.
Munitions Super Cycle Ignites: Piper Sandler Boosts Karman to Overweight
Piper Sandler upgrades Karman Holdings to Overweight with a $127 price target (up from $110), citing a major munitions "super cycle" driven by global defense needs and recent conflicts.