Jefferies analyst highlights a key DOJ opinion supporting the use of the Defense Production Act to bypass California laws halting offshore oil production and pipelines for Sable Offshore.
Broadcom confirms major AI customers will stick with copper cables in racks through 2028, boosting Credo shares while Lumentum and Coherent dip after Nvidia's optics investments.
American Eagle Outfitters reports record Q4 sales up 10%, driven by Aerie's 23% comp growth and smart marketing. Shares dip despite beating estimates; FY2026 forecasts mid-single-digit sales rise amid tariff challenges.
Mobix Labs lands fresh orders for high-tech parts in Gulfstream's advanced business jets, boosting production and reliability in aviation electronics.
Mizuho upgrades Booking Holdings as its new top Internet stock pick over Airbnb, seeing a big relief rally after OpenAI drops direct shopping checkout in ChatGPT.
Bernstein starts CoreWeave coverage with Underperform rating and $56 target, warning hyperscalers like AWS, Azure, and Google will compete aggressively in GPU cloud and erode CoreWeave’s edge.
