Crusoe Pauses 1.8GW Wyoming Data Center — Morgan Stanley Stays Bullish on Bloom Energy
Crusoe paused a huge Wyoming data center project; Bloom Energy deal involved, but analysts say long-term outlook stays strong.
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Wall Street Remains Cautious on Apple’s AI Push After WWDC
Apple’s new AI is useful but not a game-changer; Wall Street says it may help users, but won’t boost iPhone sales soon.
FCEL Stock Gets Major Boost: Canaccord Sees “Transformative” Data Center Deal Coming
Canaccord just upgraded FuelCell Energy from Hold to Buy and raised its price target to $30 on major data center opportunities. "Transformative deal expected soon."
Strong Buy Ratings Pour In for Cerebras: Fastest AI Inference Leader
Analysts are bullish on Cerebras, citing its fast AI chips and big growth potential, with price targets up to $340.
JPMorgan Upgrades Chipotle to Overweight, Sees “Rare Valuation Opportunity” After 43% Plunge
JPMorgan upgrades Chipotle Mexican Grill from Neutral to Overweight, with a $35 price target.
JPMorgan Capitulates on Tesla – Now Betting Big on Physical AI & Robots
After years as Tesla’s biggest bear, JPMorgan just flipped bullish. The bank upgraded TSLA to Neutral and hiked its price target 228% to $475, citing physical AI, Optimus, and robotaxis as the future.