Citi Stays Bullish on Roblox Despite Stock Drop and Weak CCU Trends
Despite launching Grow a Garden 2, Roblox saw a 5% year-over-year decline in users. Citi maintains a Buy rating and a $70 price target amid Q2 concerns.
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Qualcomm Nears $4 Billion Acquisition of AI Startup Modular
The deal would boost Qualcomm’s AI software capabilities and challenge NVIDIA’s dominance in AI inference.
Netflix Stock Slips as Subscriber Slowdown and Rising Churn Spark Investor Concerns
Netflix stock falls as subscriber growth slows and cancellations rise. Ads help, but outlook weak and analysts stay cautious.
Dell and Super Micro Launch Nvidia Vera Rubin AI Servers, Sparking Fresh Market Buzz
Early shipments and bullish analyst targets signal strong 2026 growth.
JPMorgan Upgrades Baldwin Insurance on Potential Take-Private Deal
JPMorgan upgraded Baldwin Insurance from Neutral to Overweight and raised its price target to $28 after the company hired advisors for a potential take-private transaction.
Vail Resorts Prepares for War: Activists, Billionaires & Bad Weather
Vail Resorts hires takeover-defense bankers as it faces pressure from activist investors, billionaire Matthew Prince, labor unions, and poor ski seasons.