Northland Upgrades Astera Labs to Outperform on Extended AI Spending Cycle
Astera Labs gets a bullish upgrade as AI spending grows, with strong results and more funding expected to drive future growth.
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BofA Keeps Micron as Top Memory Pick as SanDisk Signals Structural AI-Driven Growth
BofA reaffirms Micron as its top memory pick, citing SanDisk’s outlook as proof AI is making demand more durable. Sees $200–$250 EPS by 2030.
Workday Stock Slides After BTIG and Deutsche Bank Downgrades
Workday shares fall as BTIG and Deutsche Bank cut ratings from Buy after Silver Lake buyout rumors. Valuation concerns hit the recent rally.
Piper Sandler Starts Coverage on SoFi: Overweight Rating + Strong Growth Outlook
The company keeps growing by offering loans, banking and investing in one app, encouraging customers to use more services over time.
Jefferies Sees 42% Upside in AEHR as Company Pivots to AI Testing
Key reason: rapid shift to >90% AI revenue and exclusive position in high-power reliability testing for advanced chips.
Backlog Boom Pushes Stifel to Upgrade Intuitive Machines to Buy
Backlog hits $1.76B (4.5x book-to-bill), implying ~48% upside despite Q2 miss.