Google Ad-Tech Ruling Gives Magnite a Big Lift as Analysts Raise Target to $32
The unredacted Google ad-tech opinion is a win for independent SSPs.
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Wells Fargo Starts Coverage on WULF, CORZ, CIFR, APLD and HUT With Overweight Ratings
Wells Fargo begins coverage of five HPC and AI data center stocks, citing contracted power, tenant quality and pipeline upside.
Citi Puts Meta on Catalyst Watch Ahead of Connect as Muse and Camera-Free Glasses Come Into Focus
Citi expects Muse, next-gen AI models, and Meta glasses updates at Connect on Sept. 23, adding Meta to its 90-day upside catalyst watch.
Bloom Energy Wins Another Data Center Proof Point as Project Phoenix Breaks Ground
RBC keeps a bullish view on Bloom Energy after Project Phoenix breaks ground, citing on-site fuel cells for a huge PA data campus.
Google Starts Paying Publishers for AI Answers — Wells Fargo Says That Weakens Reddit’s Case
A new Google pilot pays publishers when content powers AI answers. Analysts say that cuts against Reddit’s push for more outbound traffic.
Oppenheimer Upgrades Etsy to Outperform on AI Search and App Gains
The firm cites AI search, easier product discovery, stronger app engagement, and a durable competitive moat.