Generac Nears “Moment of Truth” as Jefferies Raises Rating to Buy on Hyperscaler Deals
Jefferies upgraded Generac on AI data center growth hopes, raising target to $302 on strong backup power demand outlook.
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Oklo Gets Bullish Wall Street Backing as BofA Initiates Buy Coverage
BofA highlights Oklo’s build-own-operate SMR model, its 1.2 GW deal with Meta, and a large customer pipeline.
Nvidia’s Bullish Vera CPU Comments Send Arm Shares Higher — Jefferies Stays Bullish
Jefferies kept its Buy rating and $290 target on Arm. Nvidia’s $20B Vera CPU sales outlook is positive for Arm royalties and long-term AI CPU growth.
T1 Energy Surges as Roth Analyst Calls Short Report a Major Buying Opportunity
T1 Energy stock jumped on record call volume after Roth Capital called the Fuzzy Panda short report a buying opportunity and named TE one of his top picks for 2026.
BofA Raises Snowflake Price Target to $205, Expects Strong Q1 Earnings
Bank of America raised its Snowflake target to $205, kept a Buy rating, and expects strong results.
BofA Bullish on ServiceNow, Bearish on Salesforce: AI Winners & Losers
BofA is bullish on ServiceNow as an AI winner, but cautious on Salesforce due to slower growth and AI monetization risks.