CoreWeave’s Debt Fears Are ‘Peaking,’ Top Analyst Says — Sees 38% Upside Amid ‘Durability’ of AI Compute Demand
UBS initiates CoreWeave coverage with a Buy rating and $120 target, citing durable AI compute demand despite debt concerns.
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What’s Bugging Palantir’s Stock? Analyst Says Google’s New AI Tools for Government
Palantir stock slumps as Google’s new AI push raises concerns over its government business and lofty valuation.
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