Netflix Stock Slips as Subscriber Slowdown and Rising Churn Spark Investor Concerns
Netflix stock falls as subscriber growth slows and cancellations rise. Ads help, but outlook weak and analysts stay cautious.
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Dell and Super Micro Launch Nvidia Vera Rubin AI Servers, Sparking Fresh Market Buzz
Early shipments and bullish analyst targets signal strong 2026 growth.
JPMorgan Upgrades Baldwin Insurance on Potential Take-Private Deal
JPMorgan upgraded Baldwin Insurance from Neutral to Overweight and raised its price target to $28 after the company hired advisors for a potential take-private transaction.
Barclays Upgrades Enphase Energy Stock on Data Center Opportunity
Barclays upgrades Enphase, sees data center AI power tech growth via SSTs. PT raised to $51; solar weak but new opportunity ahead.
Jefferies Initiates Buy Coverage on IREN with $79 Price Target on AI Pivot
The analyst highlights the company’s large powered land bank and strategic pivot to AI cloud infrastructure.
Avista Pauses 500 MW Data Center Deal Amid Community Backlash and Spokane Moratorium
Avista pauses a big data center deal after local pushback and permit moratorium, putting $350M growth plan at risk.