BofA: It’s Too Early to Doubt AppLovin’s E-Commerce Advertising Push
Analyst highlights early-stage e-commerce ad growth and strong gaming outlook despite slight slowdown in merchant additions.
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Deep Fission Earns Buy Rating from Benchmark on Gravity Reactor Advantages
Gravity Reactor offers major cost and safety advantages in the SMR market.
Goldman Sachs Sees 46% Upside in NIO as It Upgrades Rating to Buy
Strong deliveries, premium margins, and expected 2026 profitability drive the bullish call.
BofA Sees Meta’s AI Chip Breakthrough as Major Turning Point for Cost Control
Bank of America calls Meta’s custom AI chip progress and faster, cheaper 14GW infrastructure buildout a “big positive.” Iris production starts September 2026.
Stifel Highlights Shopify’s ‘Expanding Moat’ and Agentic Commerce Leadership in Buy Upgrade
The firm sees the 23% YTD decline as a buying opportunity for this high-growth e-commerce leader.
KeyBanc Downgrades Salesforce on Agentforce Delays as Stock Falls Further
KeyBanc downgraded Salesforce to Sector Weight citing slow Agentforce adoption and weak customer feedback.