Applied Digital Shares Rise on Texas Wind-Powered AI Data Center Joint Venture and Roth/MKM Buy Rating
Applied Digital and Soluna to co-develop a 50MW AI data center in Texas powered by the Briscoe Wind Farm; ChronoScale signs LOI.
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Rosenblatt Initiates Robinhood (HOOD) at Buy, Citing Growth and Market Share Gains
Rosenblatt Securities initiates Robinhood with a Buy rating and $135 price target, implying 37% upside from recent levels.
Wells Fargo Upgrades Venture Global to Overweight on AI Data Center Execution Confidence
Wells Fargo upgraded Venture Global to Overweight and raised its target to $21 on improved confidence in at least 2 GW of AI data center projects.
NuScale Power Downgraded as Analysts Flag Delays in Key Nuclear Deployment Talks
Barclays cuts NuScale Power’s rating and price target on commercial delays and uncertainty over the unannounced TVA-ENTRA1 6 GW nuclear deal.
Loop Capital Downgrades Apple to Hold on Weaker iPhone Recovery Outlook
Loop Capital downgraded Apple to Hold and cut its price target to $330, citing weaker iPhone recovery prospects and rising memory costs.
Cleveland Research Downgrades PayPal to Underperform on Weak Trends
Cleveland Research cut PayPal to Underperform after weak Q3 trends driven by share losses and macro pressure. Turnaround expected to take time.