Barclays Downgrades ViaSat Amid Competition Fears
Analyst cut ViaSat rating due to high price and "limited growth" from competition. Breakup might hit $36, but it's risky.
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AST SpaceMobile Gets a Big Boost from Barclays after Bluebird Update
Barclays hiked the AST SpaceMobile stock target to $60 (from $37) because the long-term future looks better, even with minor delays. AST's richer broadband/call/text products mean they can charge more than rivals' basic text-only plans.
AI Wars: New OpenAI Tools Challenge DocuSign and HubSpot
OpenAI introduces two major new tools, "DocuGPT" and "Tailor Assist", directly challenging the core businesses of DocuSign and HubSpot, leading to market pressure on major software companies.
UiPath and OpenAI Team Up to Supercharge Business Automation
UiPath and OpenAI join forces to put ChatGPT into company systems. This makes AI agents easier to build and manage, helping businesses see results faster.
CoreWeave Scores $14.2 Billion Contract with Meta
CoreWeave signed a huge $14.2B deal to supply Meta with Nvidia AI power, highlighting the high cost of the AI race.
Evercore ISI Initiates Street-High Price Target for CoreWeave
CoreWeave received an Outperform rating and a $175 price target from Evercore ISI.