Nvidia’s Bullish Vera CPU Comments Send Arm Shares Higher — Jefferies Stays Bullish
Jefferies kept its Buy rating and $290 target on Arm. Nvidia’s $20B Vera CPU sales outlook is positive for Arm royalties and long-term AI CPU growth.
Jefferies kept its Buy rating and $290 target on Arm. Nvidia’s $20B Vera CPU sales outlook is positive for Arm royalties and long-term AI CPU growth.
T1 Energy stock jumped on record call volume after Roth Capital called the Fuzzy Panda short report a buying opportunity and named TE one of his top picks for 2026.
Bank of America raised its Snowflake target to $205, kept a Buy rating, and expects strong results.
BofA is bullish on ServiceNow as an AI winner, but cautious on Salesforce due to slower growth and AI monetization risks.
Ford shares set to log their best day in seven months. Morgan Stanley highlights massive potential in Ford Energy’s battery storage business, with a $600 million profit opportunity.
JPMorgan downgraded Wendy’s due to weak sales, leadership uncertainty, and ongoing store closures; 2026 seen as a rebuild year.