Morgan Stanley Says “Buy the Dip” – RIOT, HUT, APLD
Morgan Stanley initiates coverage on RIOT, HUT & APLD with strong price targets. See massive upside potential of up to +139% as Bitcoin miners turn into AI power providers.
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Nike Overhauls China Strategy: Ending Third-Party Online Sales in 2027
Starting 2027, Nike will sell only through its own online channels in China. Move aims to reduce fragmentation but raises risks, say analysts.
Infleqtion Secures Three Major DOE Projects Under Genesis Mission
Craig-Hallum initiates coverage on Infleqtion with a Buy rating and $19 price target.
Citi Upgrades Three Energy Storage Stocks as AI Data Center Demand Surges
Citi upgrades Fluence Energy (FLNC), Energy Vault (NRGV), and Canadian Solar (CSIQ) as AI data centers drive massive energy storage demand ahead of Q2 earnings.
Morgan Stanley Downgrades Tech Stocks as AI Payoff Doubts Mount
Morgan Stanley downgraded Salesforce, Workday, Intuit, SPS Commerce, Rapid7, PagerDuty, Wix, Vertex, and Nice, citing slow AI revenue growth and legacy business weakness. Price targets cut sharply.
Morgan Stanley Downgrades Adobe to Underweight, Slashes Price Target to $240 Amid AI and Execution Concerns
Morgan Stanley warns about the impact of generative AI, Adobe’s freemium strategy, and ongoing leadership transitions.