Rosenblatt Starts Nokia at Buy as an AI Optical Play Still Priced Like a Telco
Analyst Mike Genovese cites 20% growth in optical sales, €2.8 billion in AI and Cloud orders, and gains in scale-across networking share.
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Paramount Skydance Gets $14 Target as WBD Deal Advances — SkyShowtime Faces Review
Citizens sees ~32% upside in PSKY if the WBD combination closes and $6B+ in savings land. SkyShowtime is under strategic review.
Compass Point Upgrades Coinbase and Bullish Ahead of Senate Clarity Act Vote
Compass Point lifts Coinbase to Neutral and Bullish to Buy before the Senate Clarity Act vote, citing Bitcoin’s cycle and tokenization.
JPMorgan Downgrades MARA to Underweight Over Capital-Light Data Center Strategy
The bank says its capital-light JV with Starwood captures less value than peers building AI data centers.
Citi Says AppLovin Is Positioned to Meet or Beat Q3 Guidance
Citi added a 90-day upside view on AppLovin with a $600 target, calling Q3 concerns misguided.
NuScale Downgraded to Sell: License Won, Plant Still Years Away
UBS cut NuScale Power to Sell and slashed its target to $6, citing a 5+ year build wait, thin contracts, and $700M cash burn through 2028.