Bank of America initiated coverage on Applied Aerospace & Defense with a Buy rating and a $24 price target, citing strong space and defense demand. Citi initiated TeraWulf with a Buy/High‑Risk rating and a $36 target, noting data‑center expansion for the bitcoin miner. Goldman Sachs initiated Liftoff Mobile with a Buy rating and a $40 target, highlighting growth potential. Goldman Sachs also initiated Innio with a Buy rating, citing tailwinds for gas‑powered data‑center solutions. Raymond James initiated AppLovin with a Strong Buy rating and a $640 target, seeing long‑term growth opportunities. UBS reiterated Marvell with a Buy rating and raised its price target to $340, emphasizing leadership in compute‑express‑link products. Wells Fargo downgraded Progressive to Underweight, citing challenging growth prospects. JPMorgan upgraded Primoris to Overweight, noting undervaluation and execution improvements. Morgan Stanley initiated Sunshine Silver Mining & Refining as Overweight, highlighting its silver‑mine restart and vertical integration. Loop reiterated Apple with a Buy rating, pointing to potential memory sourcing in China. Bernstein reiterated Nvidia as Outperform, emphasizing its role in humanoid robotics and processor moats. Bank of America initiated Quantinuum with a Buy rating and a $100 target, describing it as a performance leader in quantum solutions. TD Cowen upgraded Delek US to Buy, citing refining upside and cost reductions. TD Cowen initiated Vertex with a Buy rating, focusing on its indirect‑tax and e‑invoicing software. TD Cowen reiterated Tesla with a Buy rating, projecting Q2 deliveries above consensus. UBS upgraded Cytokinetics to Buy, expecting earnings upside. Wolfe initiated FrontView REIT with an Outperform rating and a $23 target, anticipating earnings growth. Melius initiated Seagate and Western Digital with Buy ratings and 2‑year price targets of $160 and $105, representing ~55% upside. BMO upgraded Casey’s General Store to Outperform, maintaining a $950 target after investor meetings. Bank of America initiated Warby Parker with a Buy rating and a $33 target, highlighting its disruptive eyewear model. Seaport upgraded Warner Bros. Discovery to Buy, viewing the pending Paramount‑Skydance transaction as a buying opportunity. Needham initiated Solaris Energy Infrastructure with a Buy rating and a $97 target, citing strong gas‑power demand for data centers.
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