Piper Sandler downgrades Workday (WDAY) to Underweight as CIO survey hints at softer enterprise-app spend.
Morgan Stanley says Amazon (AMZN) Web Services is poised to retake cloud share as Gen-AI demand accelerates.
Netflix (NFLX) kicks off the weekend with Lena Dunham’s new rom-com series Too Much.
AMC Entertainment (AMC) also scores an upgrade at Wedbush on a brighter box-office outlook.
Coinbase (COIN) slides after H.C. Wainwright double-downgrades the stock on valuation.
Freeport-McMoRan (FCX) in focus after Trump unveils 35 % Canada tariff
Analysts believe F1: The Movie could turbocharge a fire-hot stock — but probably not the one you think.
Performance Food Group (PFGC) rallies after report of US Foods (USFD) takeover interest.
Microsoft (MSFT) partners with Accenture to launch generative-AI cyber-security solutions.
Spruce Biosciences (SPRB) and Hepion Pharma (HEPA) pipelines also pick up traction today.
Bitget partners with Robinhood to launch tokenized Tesla shares under the “TSLAx” ticker.
CPO Dr. Guy Levine tells The Fly the company is already designing a late-stage PTSD trial while preparing providers for COMP360 rollout.
Goldman Sachs kicks off coverage on Nvidia (NVDA) with a Buy and $185 target.
Conventional wisdom says the newly passed US budget bill will harm clean energy stocks. JPMorgan just named an exception that might prove the rule.
Brazil’s president warns of “reciprocity” after U.S. targets its exports with new 50 % duties
Rare-earth producer MP Materials (MP) rockets 52% after striking a magnet-supply pact with the Pentagon.
