TLDR BofA Securities upgraded NuScale Power (NYSE:SMR) from Underperform to Neutral, lowering price target to $28 from $34 Stock dropped 60% from TVA announcement peak and 44.5%…
TLDR Oklo stock jumped 20% after announcing Meta partnership for 1.2 gigawatt nuclear campus in Ohio Meta will prepay for power and provide funding for Oklo’s Aurora…
TLDR President Trump proposed a $1.5 trillion defense budget for 2027, a 50% increase from the current $1 trillion budget Defense stocks surged Thursday with Lockheed Martin…
TLDR Wells Fargo surveyed 100 enterprise IT executives and found cloud spending growing 5% in 2026, outpacing overall IT budget growth of 2% Oracle named top infrastructure…
TLDR UBS lifted Micron’s stock price target to $400 from $300 while keeping a Buy rating The memory chip maker can only satisfy 50-75% of demand from…
TLDR Nvidia (NVDA) stock requires 100% upfront payment for H200 AI chip orders in China Chinese companies ordered 2 million+ H200 chips at $27,000 each, exceeding Nvidia’s…
TLDR CrowdStrike (CRWD) stock rose 5.3% after Cantor Fitzgerald reiterated Overweight rating with $590 price target Net New Annual Recurring Revenue grew 73% year-over-year to $265 million…
TLDR AbbVie stock dropped 1% after hours after company denied Revolution Medicines acquisition talks Revolution Medicines shares fell 11.5% in extended trading following the denial statement AbbVie…
TLDR Intel stock rose 6% Wednesday, up 15% in first four trading days of 2026 Panther Lake AI chips launched January 5 using new 18A manufacturing process…
TLDR Blackstone stock fell 5.6% Wednesday after Trump announced plans to ban institutional investors from buying single-family homes Trump will call on Congress to pass legislation preventing…
TLDR Lockheed Martin stock fell 4.82% Wednesday after Trump threatened to ban dividends and stock buybacks for defense contractors Trump criticized defense companies on Truth Social for…
