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Jefferies Upgrades Kratos to Buy, Citing Drone and Missile Momentum

The note points to faster Valkyrie output plus a $14 billion pipeline that could speed growth through 2028.

Google’s TurboQuant Rattles Memory Stocks as Analysts See Limited Impact

Nvidia’s Valuation Slips Below the S&P 500 as Analysts Point to More AI Upside

DAX Holds Near 24,850 as AI Selloff in US Caps Siemens Rally and Mercedes Slumps

Applied Digital Secures $50 Million Bridge Note to Advance AI Data Centers

IBM Shares Jump on Earnings Beat as AI Momentum Lifts 2026 Outlook

Micron Breaks Ground on New York Megafab, Moves to Buy Taiwan Plant as AI Memory Demand Sends Shares to Record

Analysts Reaffirm Bullish Case for ServiceNow After 2025 Slide

Citi Upgrades Palantir to Buy as Volatile Rally Tests Sky-High Valuation

PSX Sets Fresh Intraday Record Above 187,000 as New Year Rally Accelerates

Disney Makes Its 2026–2027 Case With Parks Cash, EPS Targets and a Mid-Teens Multiple

Plug Power Rises After Analyst Upgrade as Refinancing and New Contracts Reset Outlook

Trump Reopens China AI Chip Sales, Lifting AMD’s 2026 Prospects

Bloom Energy Drops Below $100 as AI Data‑Center Timeline Drives Outlook

Bloom Energy Extends Slide as AI Spending Jitters Deepen Investor Pullback

Palantir Wins Navy ShipOS Deal Authorizing Up to $448 Million to Modernize U.S. Shipbuilding

Carvana Soars to Record Highs as S&P 500 Addition Triggers Index-Buying Scramble

Intel Rallies on Reports Apple Is Testing Its 18A Node for Future M Chips

Beyond Meat Shares Rally 18% on Sector Lift Ahead of Thanksgiving

BTIG Reaffirms Buy on Lululemon, Lifts Shares Nearly 5% Ahead of Dec. 4 Earnings