Baird Downgrades Caterpillar Stock Over Data Center Construction Worries
Baird downgrades CAT stock over growing state and local bans on data centers. Near-term orders strong, but 2027-2028 slowdown expected.
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Goldman Sachs Cuts Gemini to Sell as Profitability Path Darkens
Weak volumes, smaller customer base and ongoing losses raise profitability doubts.
Hertz Stock Hit by Lower Price Targets from Barclays and Jefferies
Analysts flag EBITDA risks, liquidity concerns, and softer used-car values for HTZ.
Piper Sandler Upgrades Rivian to Overweight on Smooth R2 Launch and Stronger Demand
Piper Sandler upgrades Rivian to Overweight with a $20 target, citing smooth R2 launch, stronger demand, and a de-risked balance sheet.
Jefferies Turns Bullish on Detroit: Upgrades Ford and General Motors
Jefferies upgrades Ford to Buy ($17.50 PT) and GM to Buy ($99 PT). Stronger production, healthy U.S. demand and solid 2027 outlook drive the dual upgrades.
Bitcoin Miners Get Buy Ratings: Chardan Sees Big Upside in HIVE, WULF and CIFR’s AI Push
Chardan initiates Buy coverage on HIVE ($7.50 PT), WULF ($32) & CIFR ($32) as Bitcoin miners expand into AI data centers with strong upside.