$GOOGL So now we have moved from buybacks to offerings at blue chips to help raise money for AI spending.... When those AI related write offs will kick in that will be massive massacre....
$S Stock down 17% after missing Revenue estimates...Raymond james analyst Adam Tindle therw in the towel and cut to stock to marpet perform...but suprisingly BofA analyst Tal Liami upgrades to buy and hikes pt to 20 saying this overreaction ia an attractive entry point
$SPRY Cantor out with a huge call on $SPRY, says a large CSU opportuinity right under everyones Noses...hikes pt to $30 from $12...Third Point has been accumulationg this name against 45% SI per BB
$CNC Hearing DB out with huge call on MCO-s, although they admit they are a bit late. Nevertheless saying that they are not to late to the extender MSCO rally that is just getting started...
$LUNR Hearing Cantor hikes pt to $43 after 1Q adjustments, on top of that $LUNR annouced 2 new NASA contract wins...$15.5 3year contract for LROC and $4.5 3year contract for ShadowCam