Stride Plunges After Losing Major Texas Virtual School Contract
Stride shares plunged after Texas' Roscoe ISD decided not to renew its contract for Lone Star Online Academy, representing ~5% of 2025 enrollment. BMO highlights retention risks.
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Bernstein Flags “Bad Look” as Fiserv Appoints New CEO Just Weeks After Investor Day
Bernstein says Fiserv’s appointment of Takis Georgakopoulos as CEO has a “bad look,” coming just weeks after Investor Day while the stock is at 10-year lows.
TeraWulf Eyes 3GW by 2030 – BofA Just Slapped a Buy Rating on It
Bank of America starts coverage on TeraWulf with a Buy rating and $34 price target. The company is shifting from Bitcoin mining to high-performance computing and aims for 3GW by 2030.
After SpaceX Selloff, KeyBanc Upgrades Firefly and Rocket Lab to Overweight
KeyBanc bullish on Firefly & Rocket Lab: strong growth, NASA deals, and rising demand make them "top space stocks" despite recent dip.
AMD Gets Citi Buy Rating as Analyst Eyes Major Meta GPU Opportunity
The upgrade is driven by strong GPU growth potential and AMD emerging as a key second supplier in the AI chip market.
Celsius Gets Outperform Rating as Bernstein Starts Coverage on Five Beverage Stocks
Bernstein also rated Monster, Coca-Cola, PepsiCo, and Keurig Dr Pepper.