Having cemented its status as a trillion-dollar titan on the back of the AI boom, semiconductor leader Broadcom now sets its sights on sustained growth. We analyze the drivers behind its surge and what investors can expect in the coming year.
In a major policy shift, the CFTC under new Chairman Michael Selig is drafting a comprehensive rulebook for event contracts, aiming to bring regulatory certainty to the fast-growing prediction market industry while fostering 'permissionless innovation.'
As the broader cryptocurrency market stumbles, Sentient's SENT token has staged a remarkable 60% rally. A deep dive into on-chain and derivatives data reveals the drivers of its resilience—and the significant vulnerabilities that could threaten its gains.
Origin Bancorp (OBK) executives detailed strong profitability gains and a strategic hiring push, positioning the bank to capitalize on merger-driven market shifts and surpass $10 billion in assets.
Annaly Capital Management capped off a robust 2025 with a fourth-quarter economic return of 8.6%, driven by a constructive fixed-income environment and growth across its core strategies. The mortgage REIT highlighted conservative leverage, a secure dividend, and strategic capital deployment as it navigates evolving market conditions.
Meritage Homes concluded a challenging 2025, citing affordability pressures and waning buyer confidence. While maintaining a cautious stance on incentives, the homebuilder is expanding its community footprint and boosting shareholder returns, betting on long-term demographic demand.
Bitcoin's struggle to hold the $90,000 level intensifies as a massive monthly options expiry approaches, driving traders toward defensive positioning and heightened volatility hedging.
Vera Therapeutics (VERA) is drawing bullish attention from Wall Street, with multiple analysts significantly raising price targets following a key competitor's FDA approval and revised revenue forecasts for its lead drug candidate.
Jefferies raises price target on CS Disco following strong Q3 results fueled by its Cecilia AI platform, yet maintains a cautious 'Hold' rating as the company balances growth investments against profitability.
Truist Securities has increased its price target for Nuvation Bio, highlighting the promising early commercial traction of its oncology drug Ibtrozi, which is outpacing competitors in the ROS1 inhibitor space.
DA Davidson joins Morgan Stanley in lowering price targets for language-learning app Duolingo, citing data suggesting daily active user growth may fall short of expectations despite a strong start to the year.
Keefe Bruyette & Woods raises its price target on Riot Platforms (RIOT) to $23, citing a new long-term agreement with AMD that provides revenue visibility and supports the company's high-performance computing strategy.
Despite a lowered price target following an analyst transition, TD Cowen maintains a bullish stance on Alphatec Holdings, citing undervalued growth drivers including a new regenerative bone graft partnership and a robust long-term revenue outlook.
Clinical-stage biopharma Mineralys Therapeutics has filed its New Drug Application for lorundrostat, a potential treatment for resistant hypertension, following positive results from multiple trials. The move positions the company for a potential 2026 market entry and has drawn upgraded price targets from analysts.
Keefe Bruyette significantly raises its price target for Cipher Mining (CIFR), citing the company's strategic expansion into AI and high-performance computing data centers as a key growth driver.
Bank of America has upgraded Apellis Pharmaceuticals (APLS) to 'Buy,' citing robust early adoption of its drug Empaveli and significant undervaluation of its potential in treating rare kidney diseases, despite a more cautious outlook from Wells Fargo.
Mizuho Securities dramatically raised its price target on SanDisk, forecasting a severe NAND flash memory shortage driven by explosive AI server demand and constrained production capacity through 2027.
Bank of America leads a wave of analyst upgrades for DigitalOcean, citing the viral success of its AI agent 'Clawdbot' and the company's strategic positioning in the burgeoning agentic AI market for developers.
Wall Street firms Keefe Bruyette and BTIG have raised price targets on Core Scientific, citing the company's strategic shift from Bitcoin mining to high-performance computing infrastructure for AI as a key driver for future growth.
Barclays raises Astera Labs' price target to $165, naming it a top pick for AI integration plays in its 2026 semiconductor outlook, while contrasting analyst views highlight the evolving debate on AI's infrastructure demands.
