GM Raises 2025 Outlook as Truck Sales Surge and Tariff Relief Boosts Profits
General Motors increases full-year profit forecast to $12-13B as strong pickup truck sales and Trump administration tariff relief offset EV struggles and market challenges.
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Starboard Takes 5% Fluor Stake, Targets NuScale Value
Activist investor Starboard Value acquires 5% stake in Fluor Corp, pushing for strategic changes to unlock value from its NuScale Power holdings amid AI-driven energy demand surge.
Citi Downgrade: NuScale Power Faces Major Headwinds and Valuation Concerns
Citi downgrades NuScale Power to Sell with $37.50 target, citing Fluor sale risks, overvaluation, and significant ENTRA1 payment obligations that could reshape SMR's financial outlook.
Citi Bullish on Kodiak AI: First Mover in Autonomous Trucking
Citi gives Kodiak AI a Buy rating with $13.50 target. The autonomous trucking company is the first to earn commercial revenue from driverless trucks in the Permian Basin.
William Blair Initiates Bullish Coverage on US Antimony Stock
William Blair starts coverage of United States Antimony with Outperform rating, citing soaring antimony prices and critical national security importance amid supply concerns.
USA Rare Earth Wins Outperform Rating Amid Government Funding Prospects
William Blair gives USA Rare Earth an Outperform rating, citing its integrated operations, proprietary technology, and potential for significant U.S. government investment.