Morgan Stanley: Alcoa’s Sharp Selloff on Alumina Pressure Appears Overdone
Alcoa shares fell on Wednesday after profit warnings on alumina losses driven by energy costs and geopolitical disruptions. Morgan Stanley remains positive.
/ 191 items
#Analyst Up/Down↓
BTIG Starts Coverage on VOYG with Buy Rating on Defense Growth
BTIG sees Voyager as a Buy with $55 target (~33% upside), boosted by defense deals, acquisitions, and strong bullish trading signals.
Intel Stock Surges as BofA Projects Strong Growth, Sees $6+ EPS by 2030
BofA boosts Intel to Buy, citing AI agent CPU boom and improved manufacturing outlook.
Crusoe Pauses 1.8GW Wyoming Data Center — Morgan Stanley Stays Bullish on Bloom Energy
Crusoe paused a huge Wyoming data center project; Bloom Energy deal involved, but analysts say long-term outlook stays strong.
Wall Street Remains Cautious on Apple’s AI Push After WWDC
Apple’s new AI is useful but not a game-changer; Wall Street says it may help users, but won’t boost iPhone sales soon.
FCEL Stock Gets Major Boost: Canaccord Sees “Transformative” Data Center Deal Coming
Canaccord just upgraded FuelCell Energy from Hold to Buy and raised its price target to $30 on major data center opportunities. "Transformative deal expected soon."