“Huge Opportunity”: BofA Starts Coverage on Nebius with Buy Rating
Bank of America initiates coverage on Nebius with a Buy rating and $150 price target, implying 31% upside.
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BofA Upgrades CoreWeave to Buy with $100 Price Target
BofA reinstated CoreWeave (CRWV) at Buy, citing strong AI demand, proprietary software, and key partnerships with Nvidia and OpenAI in the $79B AI infrastructure market.
Smithfield Beats Wall Street Again: Record Profits, Holiday Meat Boom, and Nathan’s Deal Fuel Growth
Smithfield Foods crushed Q4 expectations with strong sales and profit growth, fueled by packaged meats demand and cost savings. Shares jumped 8% premarket as the company raised its 2026 dividend.
"We Either Build Terafab or We Don't Have the Chips": Musk's Massive Austin Fab to Deliver 1 Terawatt of Compute Yearly
Elon Musk announces Terafab, a $20-25B Tesla-SpaceX-xAI joint venture to build the world's largest chip fab in Austin, targeting 1 terawatt of AI compute yearly for robots, cars, and space.
AOI Scores $53M 800G Order from Major Hyperscale Customer
Applied Optoelectronics lands a new $53 million order for 800G data center transceivers from a major hyperscale client to boost AI infrastructure.
FICO Stock Crashes After Senator Hawley Launches Senate Probe Into 16x Credit Score Price Hikes Hurting Homebuyers
FICO shares dropped after Senator Josh Hawley launched a Senate investigation into massive increases in mortgage credit score prices—from $0.60 to $10—hurting first-time homebuyers.