Beyond the Tweets: How CLARITY Bill Changes Favor Circle Over Coinbase
Monness Crespi calls Trump's Truth Social stablecoin support mere saber rattling. CLARITY bill shift favors Circle over Coinbase. Firm adds to COIN shorts, stays long CRCL.
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AOI Secures First $200M+ Volume Order for 1.6T AI Transceivers from Major Hyperscaler
Applied Optoelectronics lands its first big volume order for 1.6T data center transceivers from a top hyperscale client—boosting AI networks, expanding U.S. production, and targeting over 500K units monthly by year-end.
Morgan Stanley Impressed: XPeng's VLA 2.0 Delivers Human-Like Driving in Guangzhou Test Ride
Morgan Stanley calls XPeng’s VLA 2.0 autonomous driving update “impressive” after a smooth 28km test in Guangzhou. Overweight rating & $34 target on XPEV shares.
Adeia Signs Multi-Year IP License Agreement with AMD, Resolves All Outstanding Litigation
Adeia signs a multi-year IP license with AMD, giving access to cutting-edge semiconductor patents while ending all lawsuits.
Live Nation Nears Antitrust Settlement Without Selling Ticketmaster
Live Nation is close to settling a major US antitrust lawsuit over its dominance in live music and ticketing. No Ticketmaster sale required.
Starboard Value Pushes French Fry Giant Lamb Weston for Faster Fixes
Activist investor Starboard Value takes major stake in french fry leader Lamb Weston, pushing for faster cost savings, operational fixes, and possible Asia Pacific sale to lift underperforming shares.