Citi Turns Bullish on Marvell Ahead of CES
Citi sees Marvell’s post-earnings dip as a buying chance, driven by AI data centers and strong growth outlook for 2026–2027.
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Clearwater Analytics to Go Private in $8.4 Billion Sale
Clearwater Analytics selling to Permira & Warburg Pincus for $8.4B. Shareholders get $24.55/share. Going private to focus on AI.
BlackBerry Shares Drop Despite Profit as QNX Growth Concerns Mount
BlackBerry stock fell over 11% despite Q3 profit and raised guidance, as investors worry about slowing growth at its key QNX embedded software division.
Citi Reopens Coverage on CoreWeave with Buy Rating
Citi resumed coverage of CoreWeave with a Buy rating and a $135 price target, citing strong demand despite short-term supply and capacity challenges.
Wedbush Downgrades Lyft Over Autonomous Vehicle Risks
Wedbush downgraded Lyft to Underperform, warning that autonomous vehicles could significantly hurt the company’s long-term value and U.S.-focused business.
TikTok's $14 Billion US Deal: Oracle-Led Consortium Takes Control as Chinese Parent Steps Back
TikTok announces binding agreements for Oracle-led buyout of US operations valued at $14 billion, separating from ByteDance while questions remain about algorithm control and revenue sharing.