Bloom Energy, CoreWeave & Nebius Soar as Fund Margin Calls Ease
Bloom Energy, CoreWeave, and Nebius rebound as Microsoft’s 43% Azure growth and Mizuho/Truist Buy upgrades help ease AI fund margin-call selling pressure.
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#Analyst Up/Down↓
JPMorgan Upgrades CarMax to Neutral, Raises Price Target to $60 on Strong Sales Trends
JPMorgan points to above-seasonal sales performance and competitive pricing as key drivers.
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.
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.