A Agilent Technologies | Reiterated by | | | $135.03 -0.7% | | Peer Perform | |
AAVMY ABN AMRO Bank | Upgraded by | | | $40.09 +1.2% | | Neutral ➝ Buy | |
ABG Asbury Automotive Group | Reiterated by | | | $189.95 +1.8% | $242.00 | Overweight | |
ABVX Abivax | Reiterated by | | | $72.50 -44.1% | $150.00 | Buy | |
ABVX Abivax | Upgraded by | | | $72.50 -44.1% | $110.00 ➝ $90.00 | Underperform ➝ Neutral | |
ABVX Abivax | Target Raised by | | | $72.50 -44.1% | $131.00 ➝ $187.00 | Market Outperform | |
ABVX Abivax | Reiterated by | | | $72.50 -44.1% | | Outperform | |
ABVX Abivax | Downgraded by | | | $72.50 -44.1% | $160.00 ➝ $90.00 | Buy ➝ Hold | |
ABVX Abivax | Target Lowered by | | | $72.50 -44.1% | $145.00 ➝ $132.00 | Overweight | |
ABVX Abivax | Target Lowered by | | | $72.50 -44.1% | $140.00 ➝ $135.00 | Buy | |
One page of the SpaceX S-1 will move this stock overnight (Ad) When SpaceX files its S-1 in June, the SEC will require full disclosure of operating expenses - including power consumption for 1 million GPUs, a cost that rivals entire cities.
That disclosure will name the supplier. One small, publicly traded power infrastructure company sits at the center of this - carrying a $1.5 billion backlog and priced like a utility. Dylan Jovine has the full breakdown. See the stock the S-1 revealed >> |
ACN Accenture | Target Lowered by | | | $186.27 -5.2% | $210.00 ➝ $199.00 | Hold | |
ACRE Ares Commercial Real Estate | Target Raised by | | | $5.03 +1.9% | $5.00 ➝ $5.50 | Neutral | |
ACRS Aclaris Therapeutics | Initiated by | | | $4.63 +6.7% | $13.00 | Outperform | |
AESI Atlas Energy Solutions | Upgraded by | | | $18.02 +5.3% | $25.00 | Market Perform ➝ Outperform | |
AKTS Aktis Oncology | Target Raised by | | | $20.26 +4.0% | $33.00 ➝ $35.00 | Buy | |
ALB Albemarle | Target Raised by | | | $172.12 +0.6% | $153.00 ➝ $192.00 | Hold | |
ALGT Allegiant Travel | Target Raised by | | | $87.67 -1.7% | $90.00 ➝ $100.00 | Neutral | |
ALT Altimmune | Reiterated by | | | $2.90 -3.7% | | Market Outperform | |
APN APN Resources | Target Raised by | | | GBX 272
| GBX 306 ➝ GBX 335 | Buy | |
ARMK Aramark | Target Raised by | | | $54.06 -0.6% | $59.00 ➝ $62.00 | Buy | |
ARXS Arxis | Target Raised by | | | $42.84 -0.6% | $42.00 ➝ $50.00 | Buy | |
ASST Strive | Initiated by | | | $16.12 -6.3% | $32.00 | Buy | |
ASTH Astrana Health | Reiterated by | | | $36.91 -2.3% | $50.00 | Buy | |
AZN AstraZeneca | Reiterated by | | | £134.34
| £115 ➝ £115 | Sell | |
BBY Best Buy | Target Raised by | | | $72.93 -2.7% | $68.00 ➝ $77.00 | Neutral | |
BLCO Bausch + Lomb | Target Set by | | | $14.97 -2.7% | $19.00 | Buy | |
BLND British Land | Reiterated by | | | GBX 395
| GBX 305 ➝ GBX 305 | Underperform | |
BLND British Land | Target Raised by | | | GBX 395
| GBX 531 ➝ GBX 534 | Buy | |
BSIF Bluefield Solar Income Fund | Reiterated by | | | GBX 91.40
| | Hold | |
BTSG BrightSpring Health Services | Target Raised by | | | $59.34 -1.1% | $62.00 ➝ $71.00 | Overweight | |
BWA BorgWarner | Target Raised by | | | $74.18 +4.4% | $68.00 ➝ $83.00 | Overweight | |
BXMT Blackstone Mortgage Trust | Initiated by | | | $18.30 +2.0% | $20.00 ➝ $21.00 | Neutral ➝ Buy | |
BXP BXP | Reiterated by | | | $61.12 +3.4% | $68.00 | Outperform | |
CAG Conagra Brands | Target Lowered by | | | $12.86 -1.9% | $16.00 ➝ $13.00 | Neutral | |
CAT Caterpillar | Reiterated by | | | $910.03 +5.2% | $900.00 | Neutral | |
CELC Celcuity | Target Set by | | | $91.42 -25.7% | $155.00 | | |
CER Cerillion | Reiterated by | | | GBX 1,350
| GBX 1,575 ➝ GBX 1,575 | Hold | |
CGEMY Cap Gemini | Reiterated by | | | $23.44 -5.4% | | Buy | |
CHWY Chewy | Target Lowered by | | | $21.48 -3.6% | $40.00 ➝ $35.00 | Overweight | |
CIEN Ciena | Target Raised by | | | $628.98 +10.4% | $283.00 ➝ $531.00 | Neutral | |
Stranded On The Flood Plains of History (Ad) The petrodollar arrangement that Kissinger brokered in 1974 officially expired in June 2024. China has slashed U.S. Treasury holdings by 45% from peak, and central banks are swapping dollars for gold at the fastest pace since the Cold War.
Porter Stansberry believes Trump is channeling more than $3 trillion toward securing the minerals, chips, and infrastructure that make AI possible - and companies at those chokepoints like Vertiv (up 500%), GE Vernova (up 700%), and Arista Networks (up 750%) are already moving.
Porter's new briefing names one asset to buy today plus five stocks positioned at the narrowest chokepoints of what he calls the Silicon Dollar. Read Porter's full briefing and get the ticker names today |
CORT Corcept Therapeutics | Target Raised by | | | $71.20 +1.1% | $75.00 ➝ $95.00 | Buy | |
CPB Campbell's | Target Lowered by | | | $20.99 -0.4% | $20.00 ➝ $19.00 | Sell | |
CRDO Credo Technology Group | Target Raised by | | | $229.00 +1.3% | $230.00 ➝ $250.00 | Overweight | |
CRDO Credo Technology Group | Target Raised by | | | $229.00 +1.3% | $240.00 ➝ $260.00 | Buy | |
CRDO Credo Technology Group | Target Raised by | | | $229.00 +1.3% | $175.00 ➝ $215.00 | Neutral | |
CRDO Credo Technology Group | Target Raised by | | | $229.00 +1.3% | $210.00 ➝ $252.00 | Buy | |
CRDO Credo Technology Group | Reiterated by | | | $229.00 +1.3% | $250.00 | Buy | |
CRDO Credo Technology Group | Target Raised by | | | $229.00 +1.3% | $260.00 ➝ $290.00 | Outperform | |
CRDO Credo Technology Group | Target Raised by | | | $229.00 +1.3% | $200.00 ➝ $235.00 | Positive | |
CRDO Credo Technology Group | Target Raised by | | | $229.00 +1.3% | $225.00 ➝ $270.00 | Buy | |
CRDO Credo Technology Group | Target Raised by | | | $229.00 +1.3% | $200.00 ➝ $300.00 | Buy | |
CRWV CoreWeave | Initiated by | | | $119.27 -4.4% | $192.00 | Outperform | |
CZR Caesars Entertainment | Target Raised by | | | $29.22 +0.2% | $26.00 ➝ $31.00 | Equal Weight | |
DELL Dell Technologies | Target Raised by | | | $433.72 -6.9% | $170.00 ➝ $465.00 | Outperform | |
DG Dollar General | Target Set by | | | $106.78 -2.9% | $114.00 | | |
DOCS Dr. Martens | Reiterated by | | | GBX 72.30
| GBX 100 ➝ GBX 100 | Sector Perform | |
DRTS Alpha Tau Medical | Reiterated by | | | $8.93 -7.6% | $15.00 | Buy | |
DRX Drax Group | Reiterated by | | | GBX 792.45
| GBX 1,120 ➝ GBX 1,120 | Buy | |
DUK Duke Energy | Reiterated by | | | $120.88 +0.8% | $139.00 | Buy | |
DVN Devon Energy | Target Lowered by | | | $46.24 -0.2% | $63.00 ➝ $61.00 | Overweight | |
EBS Emergent Biosolutions | Reiterated by | | | $8.19 -3.6% | | Buy | |
EBS Emergent Biosolutions | Reiterated by | | | $8.19 -3.6% | | Buy | |
ED Consolidated Edison | Reiterated by | | | $103.75 +0.1% | $105.00 | Outperform ➝ Neutral | |
EDV Endeavour Mining | Reiterated by | | | GBX 4,417
| GBX 6,000 ➝ GBX 6,000 | Outperform | |
EIKN Eikon Therapeutics | Reiterated by | | | $9.60 -11.0% | | Overweight | |
ELM Elementis | Reiterated by | | | GBX 151.80
| GBX 210 ➝ GBX 210 | Buy | |
ELVN Enliven Therapeutics | Target Raised by | | | $35.52 -5.3% | $45.00 ➝ $62.00 | Outperform | |
ENHA Enhanced Group | Initiated by | | | $2.84 -0.5% | $6.00 | Buy | |
ENT Entain | Reiterated by | | | GBX 554.60
| GBX 1,028 ➝ GBX 1,028 | Buy | |
EW Edwards Lifesciences | Reiterated by | | | $87.59 -0.6% | $97.00 ➝ $104.00 | Buy | |
EWTX Edgewise Therapeutics | Target Lowered by | | | $37.25 -7.5% | $50.00 ➝ $48.00 | Outperform | |
EWTX Edgewise Therapeutics | Target Raised by | | | $37.25 -7.5% | $42.00 ➝ $45.00 | Buy | |
EXP Eagle Materials | Upgraded by | | | $219.05 -0.9% | $225.00 | Underweight ➝ Neutral | |
EXPO Exponent | Reiterated by | | | $58.39 -3.3% | $75.00 | Neutral | |
EZJ easyJet | Reiterated by | | | GBX 437.90
| GBX 340 ➝ GBX 340 | Sell | |
FCX Freeport-McMoRan | Target Raised by | | | $71.64 +6.9% | $68.00 ➝ $75.00 | Buy | |
FDX FedEx | Target Lowered by | | | $328.76 -2.9% | $440.00 ➝ $376.00 | Buy | |
FDX FedEx | Target Lowered by | | | $328.76 -2.9% | $335.00 ➝ $269.76 | Neutral | |
FDX FedEx | Target Lowered by | | | $328.76 -2.9% | $375.00 ➝ $344.00 | Neutral | |
FDX FedEx | Target Set by | | | $328.76 -2.9% | $155.00 | | |
FLY Firefly Aerospace | Reiterated by | | | $43.37 -2.0% | | Buy | |
FRSH Freshworks | Reiterated by | | | $10.16 -4.9% | | Market Outperform | |
FULC Fulcrum Therapeutics | Target Set by | | | $3.14 -51.1% | $4.00 | | |
FULC Fulcrum Therapeutics | Downgraded by | | | $3.14 -51.1% | $3.00 | Overweight ➝ Neutral | |
FULC Fulcrum Therapeutics | Reiterated by | | | $3.14 -51.1% | $4.00 | Buy ➝ Hold | |
FULC Fulcrum Therapeutics | Downgraded by | | | $3.14 -51.1% | $3.00 | Buy ➝ Neutral | |
FULC Fulcrum Therapeutics | Reiterated by | | | $3.14 -51.1% | $3.00 | Buy ➝ Hold | |
FULC Fulcrum Therapeutics | Reiterated by | | | $3.14 -51.1% | $4.00 | Outperform ➝ Market Perform | |
FVR FrontView REIT | Reiterated by | | | $18.18 +1.4% | $19.00 | Buy | |
GH Guardant Health | Initiated by | | | $130.17 +0.8% | $150.00 | Outperform | |
Musk is burning $2.5 billion a quarter on AI. One company holds the key. (Ad) SpaceX's S-1 filing reveals $7.7 billion spent on AI infrastructure in a single quarter - not chips, not software, but power infrastructure. The filing shows $23.85 billion in servers and $14 billion in construction in progress, all dependent on one company's hardware.
Without this supplier, Colossus doesn't run and the $1.25 billion Anthropic pays monthly stops flowing. The stock is still trading like no one has read the filing - but analyst Dylan Jovine has, and he's releasing the name at no cost. Read the S-1 breakdown and get the company name free |
GH Guardant Health | Upgraded by | | | $130.17 +0.8% | $160.00 | In-Line ➝ Outperform | |
GIS General Mills | Reiterated by | | | $33.07 -1.7% | $36.00 | Neutral | |
GIS General Mills | Target Lowered by | | | $33.07 -1.7% | $35.00 ➝ $30.00 | Sell | |
GNRC Generac | Reiterated by | | | $284.25 +5.6% | | Buy | |
GNSS Genasys | Target Raised by | | | $2.03 -3.8% | $5.50 ➝ $6.00 | Buy | |
GOOG Alphabet | Reiterated by | | | $358.39 -3.8% | $435.00 | Overweight | |
GOOGL Alphabet | Reiterated by | | | $361.85 -3.9% | $435.00 ➝ $420.00 | Buy | |
GRAL GRAIL | Initiated by | | | $59.90 -7.0% | | Peer Perform | |
GWRE Guidewire Software | Reiterated by | | | $162.51 -5.2% | $200.00 | Buy | |
GWRE Guidewire Software | Reiterated by | | | $162.51 -5.2% | $246.00 | Buy | |
HNHPF Hon Hai Precision Industry Co., Ltd. Sponsored GDR | Reiterated by | | | $19.64 +2.2% | $22.00 | Overweight | |
HPE Hewlett Packard Enterprise | Reiterated by | | | $56.05 +19.3% | $23.00 ➝ $63.00 | Neutral | |
HPE Hewlett Packard Enterprise | Reiterated by | | | $56.05 +19.3% | $31.00 ➝ $69.00 | Buy | |
HPE Hewlett Packard Enterprise | Target Raised by | | | $56.05 +19.3% | $39.00 ➝ $70.00 | Buy | |
HPE Hewlett Packard Enterprise | Target Raised by | | | $56.05 +19.3% | $28.00 ➝ $67.00 | Overweight | |
HPE Hewlett Packard Enterprise | Target Raised by | | | $56.05 +19.3% | $33.00 ➝ $71.00 | Equal Weight | |
HPE Hewlett Packard Enterprise | Target Raised by | | | $56.05 +19.3% | $35.00 ➝ $62.00 | Market Perform | |
HPE Hewlett Packard Enterprise | Target Raised by | | | $56.05 +19.3% | $25.00 ➝ $65.00 | Neutral | |
HPE Hewlett Packard Enterprise | Target Raised by | | | $56.05 +19.3% | $26.00 ➝ $67.00 | Equal Weight | |
HPE Hewlett Packard Enterprise | Target Raised by | | | $56.05 +19.3% | $29.00 ➝ $74.00 | Outperform | |
HPE Hewlett Packard Enterprise | Target Raised by | | | $56.05 +19.3% | $21.00 ➝ $65.00 | Neutral | |
HPE Hewlett Packard Enterprise | Target Raised by | | | $56.05 +19.3% | $37.00 ➝ $68.00 | Overweight | |
HPE Hewlett Packard Enterprise | Upgraded by | | | $56.05 +19.3% | $23.00 ➝ $75.00 | Hold ➝ Buy | |
HPE Hewlett Packard Enterprise | Target Raised by | | | $56.05 +19.3% | $38.00 ➝ $80.00 | Buy | |
HPQ HP | Target Raised by | | | $27.27 -7.1% | $16.00 ➝ $19.00 | Sell | |
HST Host Hotels & Resorts | Target Raised by | | | $23.65 +2.0% | $20.00 ➝ $23.00 | Neutral | |
IAC IAC | Reiterated by | | | $42.86 -5.6% | | Buy | |
IAUX i-80 Gold | Target Set by | | | $1.63 +1.6% | $2.60 | | |
IBM International Business Machines | Target Set by | | | $329.72 +2.9% | $350.00 | | |
IBRX ImmunityBio | Reiterated by | | | $7.23 -0.1% | $15.00 | Buy | |
IDYA IDEAYA Biosciences | Reiterated by | | | $27.87 -3.7% | $58.00 | Outperform | |
IDYA IDEAYA Biosciences | Reiterated by | | | $27.87 -3.7% | | Market Outperform | |
IEX IDEX | Reiterated by | | | $212.17 +2.2% | $242.00 ➝ $250.00 | Outperform | |
INCY Incyte | Reiterated by | | | $92.24 -3.5% | | Market Perform | |
INR Infinity Natural Resources | Target Lowered by | | | $13.29 +0.2% | $25.00 ➝ $20.00 | Buy | |
INTU Intuit | Downgraded by | | | $322.14 -8.9% | $519.00 ➝ $276.00 | Neutral ➝ Sell | |
INTU Intuit | Target Lowered by | | | $322.14 -8.9% | $700.00 ➝ $600.00 | Buy | |
ISRG Intuitive Surgical | Target Lowered by | | | $402.30 -2.4% | $440.00 ➝ $366.00 | Sell | |
ISRG Intuitive Surgical | Reiterated by | | | $402.30 -2.4% | $580.00 | Overweight | |
JBIO Jade Biosciences | Target Set by | | | $17.75 -4.5% | $55.00 | | |
JBIO Jade Biosciences | Reiterated by | | | $17.75 -4.5% | $47.00 | Buy | |
JBIO Jade Biosciences | Target Raised by | | | $17.75 -4.5% | $34.00 ➝ $45.00 | Outperform | |
JCI Johnson Controls International | Target Raised by | | | $142.06 +6.1% | $169.00 ➝ $178.00 | Buy | |
JCI Johnson Controls International | Reiterated by | | | $142.06 +6.1% | $154.00 | Sector Perform | |
JCI Johnson Controls International | Target Raised by | | | $142.06 +6.1% | $170.00 ➝ $180.00 | Buy | |
JCI Johnson Controls International | Reiterated by | | | $142.06 +6.1% | | Market Perform | |
JUP Jupiter Fund Management | Target Raised by | | | GBX 160.78
| GBX 180 ➝ GBX 190 | Hold | |
KNX Knight-Swift Transportation | Upgraded by | | | $77.63 -0.4% | $90.00 | Neutral ➝ Positive | |
KRMN Karman | Reiterated by | | | $54.63 +1.8% | $100.00 | Outperform | |
LIN Linde | Reiterated by | | | $495.91 -0.3% | $600.00 | Buy | |
Stranded On The Flood Plains of History (Ad) The petrodollar arrangement that Kissinger brokered in 1974 officially expired in June 2024. China has slashed U.S. Treasury holdings by 45% from peak, and central banks are swapping dollars for gold at the fastest pace since the Cold War.
Porter Stansberry believes Trump is channeling more than $3 trillion toward securing the minerals, chips, and infrastructure that make AI possible - and companies at those chokepoints like Vertiv (up 500%), GE Vernova (up 700%), and Arista Networks (up 750%) are already moving.
Porter's new briefing names one asset to buy today plus five stocks positioned at the narrowest chokepoints of what he calls the Silicon Dollar. Read Porter's full briefing and get the ticker names today |
LINE Lineage | Target Raised by | | | $42.98 -2.4% | $39.00 ➝ $47.00 | Equal Weight | |
LNG Cheniere Energy | Reiterated by | | | $236.46 +3.8% | $300.00 | Outperform | |
LTH Life Time Group | Target Raised by | | | $32.18 +2.7% | $38.00 ➝ $43.00 | Outperform | |
MAC Macerich | Upgraded by | | | $22.32 0.0% | $20.00 ➝ $27.00 | Hold ➝ Buy | |
MAL Magellan Aerospace | Target Raised by | | | C$31.81
| C$31.00 ➝ C$46.00 | Outperform | |
MANE Veradermics | Initiated by | | | $98.48 -3.0% | $136.00 | Buy | |
MCHP Microchip Technology | Reiterated by | | | $96.96 +5.9% | | Buy | |
MDA MDA Space | Reiterated by | | | $42.30 -0.4% | $51.00 | Buy | |
MDB MongoDB | Target Raised by | | | $398.46 -1.3% | $430.00 ➝ $515.00 | Buy | |
MDB MongoDB | Reiterated by | | | $398.46 -1.3% | | Buy | |
MELI MercadoLibre | Reiterated by | | | $1,672.83 -3.4% | $2,150.00 | Buy | |
META Meta Platforms | Target Set by | | | $597.63 -0.5% | $735.00 | Neutral ➝ Buy | |
META Meta Platforms | Downgraded by | | | $597.63 -0.5% | | Buy ➝ Sell | |
META Meta Platforms | Upgraded by | | | $597.63 -0.5% | | Positive | |
META Meta Platforms | Initiated by | | | $597.63 -0.5% | | Outperform | |
META Meta Platforms | Upgraded by | | | $597.63 -0.5% | | Underperform ➝ Outperform | |
META Meta Platforms | Downgraded by | | | $597.63 -0.5% | | Buy ➝ Neutral | |
META Meta Platforms | Initiated by | | | $597.63 -0.5% | | Overweight | |
META Meta Platforms | Initiated by | | | $597.63 -0.5% | | Hold ➝ Buy | |
META Meta Platforms | Upgraded by | | | $597.63 -0.5% | | Outperform ➝ Neutral | |
MGM MGM Resorts International | Target Raised by | | | $48.29 -4.7% | $48.00 ➝ $55.00 | Buy | |
MIRM Mirum Pharmaceuticals | Initiated by | | | $92.17 -4.3% | $145.00 | Market Outperform ➝ Buy | |
MKC McCormick & Company, Incorporated | Target Lowered by | | | $46.28 -0.6% | $53.00 ➝ $51.00 | Neutral | |
MLM Martin Marietta Materials | Target Set by | | | $578.65 +1.3% | $556.00 | Hold | |
MNPR Monopar Therapeutics | Target Set by | | | $61.26 -4.9% | $105.00 | | |
MNPR Monopar Therapeutics | Reiterated by | | | $61.26 -4.9% | | Buy | |
MOBI Mobia Medical | Initiated by | | | $13.78 +2.1% | $31.00 | Buy | |
MOBI Mobia Medical | Initiated by | | | $13.78 +2.1% | | Outperform | |
MOBI Mobia Medical | Initiated by | | | $13.78 +2.1% | $16.00 | Buy | |
MOBI Mobia Medical | Initiated by | | | $13.78 +2.1% | $19.00 | Buy | |
MOBI Mobia Medical | Initiated by | | | $13.78 +2.1% | $15.00 | Overweight | |
MRVL Marvell Technology | Target Set by | | | $290.79 +32.5% | $321.00 | | |
MSGS Madison Square Garden | Target Set by | | | $382.24 +1.2% | $470.00 | | |
MSM MSC Industrial Direct | Target Raised by | | | $115.04 +2.8% | $117.00 ➝ $120.00 | Overweight | |
MSTR Strategy | Reiterated by | | | $136.08 -9.1% | | Neutral | |
MSTR Strategy | Reiterated by | | | $136.08 -9.1% | | Buy | |
MTD Mettler-Toledo International | Initiated by | | | $1,170.40 -1.1% | | Peer Perform | |
MTRN Materion | Target Raised by | | | $229.88 +3.1% | $223.00 ➝ $237.00 | Overweight | |
NAVN Navan | Target Raised by | | | $22.87 +0.4% | $19.00 ➝ $28.00 | Buy | |
NBIS Nebius Group | Initiated by | | | $260.58 -1.5% | $255.00 | Neutral | |
NBIX Neurocrine Biosciences | Initiated by | | | $154.84 -3.8% | $213.00 | Buy | |
NBPE NB Private Equity Partners | Reiterated by | | | GBX 1,464
| | Buy | |
NHYDY Norsk Hydro ASA | Reiterated by | | | $13.02 +4.3% | | Hold | |
NOAH Noah | Target Lowered by | | | $10.62 -0.3% | $12.00 ➝ $11.50 | Neutral | |
NRR NewRiver REIT | Reiterated by | | | GBX 76.70
| | House Stock | |
NRR NewRiver REIT | Reiterated by | | | GBX 76.70
| GBX 98 ➝ GBX 98 | Buy | |
NTAP NetApp | Reiterated by | | | $175.64 -2.3% | $200.00 | Buy | |
NTRA Natera | Initiated by | | | $213.05 -2.6% | $260.00 | Outperform | |
NU NU | Reiterated by | | | $11.89 -8.4% | $16.00 ➝ $10.00 | Neutral ➝ Underperform | |
NUTX Nutex Health | Initiated by | | | $125.03 -2.3% | $235.00 | Buy | |
One page of the SpaceX S-1 will move this stock overnight (Ad) When SpaceX files its S-1 in June, the SEC will require full disclosure of operating expenses - including power consumption for 1 million GPUs, a cost that rivals entire cities.
That disclosure will name the supplier. One small, publicly traded power infrastructure company sits at the center of this - carrying a $1.5 billion backlog and priced like a utility. Dylan Jovine has the full breakdown. See the stock the S-1 revealed >> |
NUVL Nuvalent | Reiterated by | | | $91.35 -1.8% | | Overweight | |
NVDA NVIDIA | Reiterated by | | | $222.82 -0.7% | $270.00 | Buy | |
NVDA NVIDIA | Reiterated by | | | $222.82 -0.7% | | Outperform | |
OBE Obsidian Energy | Reiterated by | | | $12.33 +6.5% | | Outperform | |
OBE Obsidian Energy | Target Raised by | | | C$16.00
| C$19.00 ➝ C$20.00 | Outperform | |
ODD ODDITY Tech | Reiterated by | | | $9.84 -29.6% | | Hold | |
ODFL Old Dominion Freight Line | Target Raised by | | | $229.08 +0.2% | $205.00 ➝ $224.00 | Neutral | |
ODTX Odyssey Therapeutics | Initiated by | | | $16.93 -0.2% | $40.00 | Outperform | |
ODTX Odyssey Therapeutics | Initiated by | | | $16.93 -0.2% | $30.00 | Outperform | |
ODTX Odyssey Therapeutics | Initiated by | | | $16.93 -0.2% | $26.00 | Overweight | |
ODTX Odyssey Therapeutics | Initiated by | | | $16.93 -0.2% | | Buy | |
ODTX Odyssey Therapeutics | Initiated by | | | $16.93 -0.2% | | Overweight | |
OKTA Okta | Reiterated by | | | $135.32 -3.2% | $110.00 ➝ $125.00 | Outperform ➝ Neutral | |
ONC BeOne Medicines | Target Raised by | | | $274.69 -1.8% | $425.00 ➝ $436.00 | Outperform | |
OPTU Optimum Communications | Upgraded by | | | $1.18 +1.3% | | Underperform ➝ Neutral | |
ORCL Oracle | Target Raised by | | | $244.80 -1.4% | $215.00 ➝ $290.00 | Sector Outperform | |
ORCL Oracle | Reiterated by | | | $244.80 -1.4% | | Outperform | |
ORCL Oracle | Target Raised by | | | $244.80 -1.4% | $250.00 ➝ $285.00 | Buy | |
ORKA Oruka Therapeutics | Reiterated by | | | $55.23 +0.4% | $180.00 | Overweight | |
OXB Oxford Biomedica | Reiterated by | | | GBX 616
| GBX 8.27 ➝ GBX 8.27 | Buy | |
OXM Oxford Industries | Target Raised by | | | $45.97 +2.9% | $33.00 ➝ $42.00 | Neutral | |
PAG Paragon Banking Group | Reiterated by | | | GBX 737.50
| GBX 1,000 ➝ GBX 1,000 | Buy | |
PENG Penguin Solutions | Target Raised by | | | $70.65 +18.3% | $24.00 ➝ $66.00 | Buy | |
PENG Penguin Solutions | Target Raised by | | | $70.65 +18.3% | $54.00 ➝ $65.00 | Buy | |
PGNY Progyny | Target Raised by | | | $25.12 -4.1% | $29.00 ➝ $31.00 | Buy | |
PRAX Praxis Precision Medicines | Target Lowered by | | | $258.08 -23.0% | $166.00 ➝ $162.00 | Underperform | |
PRAX Praxis Precision Medicines | Target Lowered by | | | $258.08 -23.0% | $1,245.00 ➝ $1,201.00 | Buy | |
PRAX Praxis Precision Medicines | Target Lowered by | | | $258.08 -23.0% | $433.00 ➝ $400.00 | Outperform | |
PRAX Praxis Precision Medicines | Reiterated by | | | $258.08 -23.0% | $750.00 ➝ $650.00 | Outperform | |
PRAX Praxis Precision Medicines | Reiterated by | | | $258.08 -23.0% | | Buy | |
PRAX Praxis Precision Medicines | Target Set by | | | $258.08 -23.0% | $715.00 ➝ $616.00 | Buy | |
PRAX Praxis Precision Medicines | Reiterated by | | | $258.08 -23.0% | $420.00 ➝ $374.00 | Buy | |
PRAX Praxis Precision Medicines | Reiterated by | | | $258.08 -23.0% | $843.00 ➝ $810.00 | Buy | |
QBTS D-Wave Quantum | Target Raised by | | | $29.97 +2.7% | $30.00 ➝ $40.00 | Buy | |
QBTS D-Wave Quantum | Target Raised by | | | $29.97 +2.7% | $36.00 ➝ $40.00 | Buy | |
QBTS D-Wave Quantum | Target Set by | | | $29.97 +2.7% | $35.00 | | |
QBTS D-Wave Quantum | Reiterated by | | | $29.97 +2.7% | $40.00 | Buy | |
QBTS D-Wave Quantum | Reiterated by | | | $29.97 +2.7% | $43.00 | Buy | |
RACE Ferrari | Reiterated by | | | $353.64 +1.3% | | Outperform | |
RAPP Rapport Therapeutics | Reiterated by | | | $34.90 -6.0% | | Market Outperform | |
RGEN Repligen | Initiated by | | | $121.13 -1.6% | $145.00 | Outperform | |
RIGL Rigel Pharmaceuticals | Reiterated by | | | $30.02 +0.5% | $57.00 | Buy | |
RIO Rio Tinto Group | Target Lowered by | | | GBX 8,051
| GBX 7,400 ➝ GBX 6,900 | Hold | |
ROSE Rose Petroleum plc (ROSE.L) | Reiterated by | | | GBX 345
| GBX 4.70 ➝ GBX 4.70 | Buy | |
ROSE Rose Petroleum plc (ROSE.L) | Reiterated by | | | GBX 345
| GBX 4,500 ➝ GBX 4,500 | Buy | |
RPD Rapid7 | Target Raised by | | | $8.43 -3.5% | $5.25 ➝ $6.50 | Underperform | |
RPD Rapid7 | Upgraded by | | | $8.43 -3.5% | | Outperform ➝ Neutral | |
RVMD Revolution Medicines | Target Raised by | | | $151.31 -7.6% | $165.00 ➝ $182.00 | Outperform | |
RVTY Revvity | Initiated by | | | $100.28 -0.2% | | Peer Perform | |
RZLT Rezolute | Reiterated by | | | $4.00 +10.8% | $5.00 | Buy | |
RZLT Rezolute | Reiterated by | | | $4.00 +10.8% | | Buy | |
SAIA Saia | Target Raised by | | | $471.15 -2.3% | $425.00 ➝ $465.00 | Neutral | |
SAIC Science Applications International | Target Raised by | | | $113.36 -1.5% | $120.00 ➝ $132.00 | Buy | |
SAIC Science Applications International | Target Raised by | | | $113.36 -1.5% | $110.00 ➝ $125.00 | Neutral | |
SAIC Science Applications International | Reiterated by | | | $113.36 -1.5% | $95.00 ➝ $110.00 | Hold | |
SAIL SailPoint | Target Raised by | | | $19.84 +3.1% | $16.00 ➝ $22.00 | Overweight | |
SARO StandardAero | Downgraded by | | | $25.17 -8.0% | $34.00 ➝ $30.00 | Buy ➝ Hold | |
SDI SDI Group | Reiterated by | | | GBX 82.60
| GBX 145 ➝ GBX 145 | Buy | |
SEPL Seplat Energy | Target Raised by | | | GBX 573
| GBX 6,550 ➝ GBX 6,650 | Buy | |
SEZL Sezzle | Reiterated by | | | $118.43 -3.4% | $117.00 ➝ $141.00 | Buy | |
SFTBY SoftBank Group | Downgraded by | | | $27.38 -4.5% | | Buy ➝ Hold | |
SGBAF SES | Downgraded by | | | $10.35 -3.7% | | Neutral ➝ Sell | |
SGY Surge Energy | Target Raised by | | | C$10.02
| C$12.00 ➝ C$13.00 | Outperform | |
SGY Surge Energy | Target Raised by | | | C$10.02
| C$13.25 ➝ C$13.75 | Buy | |
SGY Surge Energy | Target Raised by | | | C$10.02
| C$12.00 ➝ C$13.00 | Buy | |
SGY Surge Energy | Target Raised by | | | C$10.02
| C$12.75 ➝ C$13.50 | Outperform | |
SGY Surge Energy | Target Raised by | | | C$10.02
| C$12.00 ➝ C$13.00 | Outperform | |
SHAK Shake Shack | Target Set by | | | $56.95 -8.5% | $82.00 | Outperform | |
SHAK Shake Shack | Target Set by | | | $56.95 -8.5% | $70.00 | | |
SHAK Shake Shack | Reiterated by | | | $56.95 -8.5% | $66.00 | Hold | |
SHW Sherwin-Williams | Downgraded by | | | $292.65 -0.8% | $385.00 ➝ $330.00 | Buy ➝ Neutral | |
SJM J. M. Smucker | Target Lowered by | | | $100.34 -0.3% | $132.00 ➝ $121.00 | Buy | |
SMG Scotts Miracle-Gro | Reiterated by | | | $56.47 -3.9% | $63.00 | Neutral | |
SMPL Simply Good Foods | Target Lowered by | | | $11.81 +1.3% | $13.00 ➝ $12.00 | Neutral | |
SNDR Schneider National | Target Raised by | | | $36.44 +0.2% | $34.00 ➝ $36.00 | Neutral | |
SOC Sable Offshore | Reiterated by | | | $13.59 +4.3% | | Hold | |
SQM Sociedad Quimica y Minera | Upgraded by | | | $80.71 -3.2% | | Outperform | |
SQM Sociedad Quimica y Minera | Target Set by | | | $80.71 -3.2% | $100.00 | | |
SQM Sociedad Quimica y Minera | Target Raised by | | | $80.71 -3.2% | $94.00 ➝ $100.00 | Overweight ➝ Neutral | |
SQZ Serica Energy | Reiterated by | | | GBX 259.80
| GBX 350 ➝ GBX 350 | Buy | |
SQZ Serica Energy | Reiterated by | | | GBX 259.80
| GBX 310 ➝ GBX 310 | Buy | |
SRE Sirius Real Estate | Reiterated by | | | GBX 98.55
| GBX 120 ➝ GBX 120 | Buy | |
ST Sensata Technologies | Target Raised by | | | $53.21 +8.0% | $42.00 ➝ $48.00 | Equal Weight | |
ST Sensata Technologies | Reiterated by | | | $53.21 +8.0% | $57.00 | Buy | |
STB Secure Trust Bank | Reiterated by | | | GBX 1,284
| | House Stock | |
STM STMicroelectronics | Target Raised by | | | $79.61 +15.3% | $73.00 ➝ $83.00 | Neutral | |
STRL Sterling Infrastructure | Target Raised by | | | $875.52 +3.6% | $889.00 ➝ $922.00 | Overweight | |
STVN Stevanato Group | Initiated by | | | €18.92 +0.3% | $21.00 | Outperform | |
STWD Starwood Property Trust | Initiated by | | | $17.09 +1.7% | $19.50 ➝ $20.00 | Neutral ➝ Buy | |
STX Seagate Technology | Target Raised by | | | $926.61 +0.6% | $740.00 ➝ $1,150.00 | Buy | |
TEM Tempus AI | Initiated by | | | $49.62 -6.0% | | Peer Perform | |
TFII TFI International | Target Raised by | | | $158.90 +1.7% | $134.00 ➝ $182.00 | Positive | |
TMC TMC the metals | Reiterated by | | | $6.49 +2.0% | $11.75 | Buy | |
TMHC Taylor Morrison Home | Downgraded by | | | $71.51 -0.1% | $69.00 ➝ $72.50 | Outperform ➝ Sector Perform | |
TMO Thermo Fisher Scientific | Initiated by | | | $480.62 -2.7% | $535.00 | Outperform | |
TOL Toll Brothers | Target Set by | | | $139.40 +0.7% | $170.00 | | |
TPR Tapestry | Reiterated by | | | $138.64 -0.1% | $180.00 | Outperform | |
TRIP TripAdvisor | Initiated by | | | $11.94 -1.3% | $19.00 | Neutral ➝ Outperform | |
TTWO Take-Two Interactive Software | Initiated by | | | $222.38 -2.0% | $280.00 | Overweight | |
TVTX Travere Therapeutics | Target Raised by | | | $42.94 -4.7% | $57.00 ➝ $67.00 | Buy | |
U Unity Software | Initiated by | | | $30.85 -4.1% | $35.00 ➝ $40.00 | Overweight | |
UCU Ucore Rare Metals | Target Lowered by | | | C$6.11 +7.0% | C$15.00 ➝ C$14.75 | Outperform | |
UMAC Unusual Machines | Target Raised by | | | $33.42 +15.7% | $40.00 | Buy | |
UNCY Unicycive Therapeutics | Reiterated by | | | $7.23 -4.9% | $15.00 ➝ $18.00 | Speculative Buy | |
V Visa | Reiterated by | | | $317.36 -1.7% | $450.00 | Outperform | |
VC Visteon | Target Raised by | | | $123.90 +4.9% | $125.00 ➝ $139.00 | Overweight | |
VCTR Victory Capital | Initiated by | | | $85.06 +0.5% | $90.00 | Neutral | |
VCYT Veracyte | Initiated by | | | $47.80 -0.8% | $55.00 | Outperform | |
VERA Vera Therapeutics | Reiterated by | | | $31.26 -7.9% | | Buy | |
VERA Vera Therapeutics | Reiterated by | | | $31.26 -7.9% | $90.00 | Buy | |
VMC Vulcan Materials | Target Set by | | | $282.06 +0.2% | $283.00 | Hold | |
VNP 5N Plus | Target Raised by | | | C$41.00
| C$43.00 ➝ C$50.00 | Buy | |
VNRX VolitionRX | Reiterated by | | | $2.32 -12.5% | | Hold | |
VRRM Verra Mobility | Target Lowered by | | | $4.16 -14.9% | $8.00 ➝ $6.00 | Neutral | |
VVX V2X | Reiterated by | | | $83.10 -0.7% | | Outperform | |
WALD Waldencast | Target Raised by | | | $1.85 +1.1% | $2.00 ➝ $3.00 | Buy | |
WAT Waters | Target Raised by | | | $371.90 -1.7% | $370.00 ➝ $400.00 | Neutral | |
WAT Waters | Initiated by | | | $371.90 -1.7% | $425.00 | Outperform | |
WDC Western Digital | Target Raised by | | | $563.10 +3.1% | $500.00 ➝ $685.00 | Buy | |
WERN Werner Enterprises | Target Raised by | | | $42.99 +1.1% | $38.00 ➝ $47.00 | Neutral | |
WISE Wise | Reiterated by | | | GBX 858
| GBX 1,299 ➝ GBX 1,299 | Buy | |
WS Worthington Steel | Target Raised by | | | $43.91 +2.9% | $38.00 ➝ $46.00 | Overweight | |
WST West Pharmaceutical Services | Reiterated by | | | $312.77 -1.1% | $360.00 | Overweight | |
WT WisdomTree | Target Set by | | | $18.96 -1.0% | $22.00 | | |
XFOR X4 Pharmaceuticals | Initiated by | | | $4.04 -1.7% | $12.00 | Outperform | |
XPO XPO | Target Raised by | | | $216.67 -2.1% | $210.00 ➝ $212.00 | Neutral | |
ZM Zoom Communications | Target Raised by | | | $111.88 +0.2% | $107.00 ➝ $133.00 | Buy | |