by Daragh Thomas | Oct 5, 2026 | General
A 32-gigawatt power shortfall could delay America’s AI data-center boom, but Nvidia Corp. (NASDAQ:NVDA) and Broadcom Inc. (NASDAQ:AVGO) may be surprisingly well protected, according to Morgan Stanley. Morgan Stanley estimates U.S. data-center developers face a 34% net...
by Evette Mitkov | Oct 5, 2026 | General
Unity Software Inc. (NYSE:U) shares are rising Monday. Piper Sandler analyst James Callahan reiterated the rating and price target on the stock ahead of the company’s third-quarter report. Here’s what you should know. Unity Software stock is among today’s top...
by Erica Kollmann | Oct 5, 2026 | General
Citizens turned bullish on Monday on autonomous-systems firm Ondas Inc. (NASDAQ:ONDS), initiating coverage with an Outperform rating as it pitches the company as a diversified platform positioned for growth. Citizens said Ondas spans four high-growth submarkets within...
by Evette Mitkov | Oct 5, 2026 | General
Space Exploration Technologies Corp (NASDAQ:SPCX) shares are jumping Monday after multiple analysts published supportive research notes on the company. SpaceX stock is among today’s top performers. What’s fueling SPCX momentum? Morgan Stanley Says SpaceX Looks Cheap...
by Chris Katje | Oct 5, 2026 | General
Alcohol company Constellation Brands (NYSE:STZ) looks to win back investors after shares hit 11-year lows on Monday, one day before the company reports second-quarter financial results after market close. Here are the earnings estimates, what experts are saying and...
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