$C

CRYPTO STOCKS SLIDE AS BINANCE FREEZES ASSETS AFTER $6.3 BILLION HEIST $COIN - COINBASE GLOBAL DOWN 12.4% $MSTR - STRATEGY DOWN 11.9%

📉 PRICE TARGET CUT $COIN: PT cut to $174 from $183 by Jefferies $COIN: PT cut to $145 by Mizuho (prior target not provided) $COIN: PT cut to $120 from $149 by Barclays $COIN: PT cut to $174 from $200 by Wells Fargo $COIN: PT cut t

Circle $CRCL froze $823 million in stolen USDC onchain | News

Coinbase $COIN adjusted EBITDA hits $332.9M vs $282.9M expected Coinbase's share of crypto trading volume doubled from a year ago to 10.7% | News

Shopify $SHOP and Coinbase $COIN build stablecoin payment protocol on Base The Commerce Payments Protocol is designed to let merchants accept stablecoins as a payment method | News

$CVX - CHEVRON EXPANDS GLOBAL OIL EXPLORATION AS PROFITS SURGE Chevron is accelerating oil and gas exploration in Africa, South America and the Mediterranean, supported by soaring energy profits following the Iran war. 🔸 50% of explorat

US AND CANADA NEGOTIATE RELIEF FROM STEEL AND AUTO TARIFFS The US and Canada are reportedly negotiating a deal to ease tariffs on Canadian steel and automobiles, potentially before the November 3 midterm elections. Talks focus on reducing

ELON MUSK WARNS OF MASSIVE NEOCLOUD CONSOLIDATION Elon Musk says debt markets have largely shut off financing for companies without substantial revenue outside AI data centers. He warns that 200+ neocloud companies could face widespread f

$CRWV - COREWEAVE SHARES FALL 2.4% AFTER 10% SLIDE IN PRIOR SESSION

AI DATA CENTER SHORT SELLERS GAIN $6 BILLION IN OCTOBER Short sellers have made $6B in paper profits betting against AI infrastructure stocks amid concerns over debt-funded expansion, according to ORTEX. Bets against $NBIS generated $2.94

$CRWV - CrowdStrike, NVIDIA Expand AI Agent Security From Software to Silicon

COREWEAVE BONDS TUMBLE AS CREDIT PRESSURE BUILDS CoreWeave ($CRWV ) dollar-denominated bonds are selling off sharply: October 2031 bonds: Down 2.3 cents to 79.46 cents on the dollar June 2030 bonds: Down 2.2 cents to 83.10 cents on the do

$CRWV - COREWEAVE SHARES FALL TO LOWEST SINCE MAY 2025, LAST DOWN 5.8%

SALESFORCE TO ACQUIRE BRAZE FOR ABOUT $5.66 BILLION ENTERPRISE VALUE $CRM $BRZE

$CRWV - HSBC WARNS COREWEAVE IS SPENDING BILLIONS TO DESTROY VALUE HSBC maintains its Reduce rating on CoreWeave, with a $39 price target implying 36% downside. The bank estimates CoreWeave's 2026–2030 return on invested capital at 8.9%,

GOLDMAN SACHS UPGRADES COREWEAVE ($CRWV ) TO BUY, SEES 73% UPSIDE Monday, October 19, 2026, at 7:43 AM ET — Goldman Sachs analyst Gabriela Borges upgraded CoreWeave from Neutral to Buy, setting a $106 price target, down from $139. The sto

SHARES OF NEOCLOUD FIRMS GAIN PREMARKET COREWEAVE EXTENDS, LAST UP 6% NEBIUS UP 7% IREN ADDS 5.7% $CRWV $NBIS $IREN

GOLDMAN SACHS UPGRADES COREWEAVE ($CRWV ) TO BUY, SEES 73% UPSIDE Monday, October 19, 2026, at 7:43 AM ET — Goldman Sachs analyst Gabriela Borges upgraded CoreWeave from Neutral to Buy, setting a $106 price target, down from $139. The sto

$CRWV - *COREWEAVE RAISED TO BUY FROM NEUTRAL AT GOLDMAN; PT $106

$CRWV - COREWEAVE SHARES FALL 6.9% AFTER RISING 5.9% IN THE LAST SESSION

$CRWV - COREWEAVE SHORT SELLERS MADE AROUND $806 MLN IN PAPER PROFIT ON WEDNESDAY, WHEN STOCK FELL 15.5% - ORTEX

CANTOR FITZGERALD SEES MAJOR BUYING OPPORTUNITY IN COREWEAVE ($CRWV) Cantor Fitzgerald reiterated its Overweight rating and $176 price target on CoreWeave, calling the recent selloff an attractive entry opportunity. Despite debt yields re

$CRWV - COREWEAVE SHARES REVERSE DECLINES, LAST UP 2.7%

$CRWV - HUANG: COREWEAVE'S COST OF CAPITAL IS `ACTUALLY DECREASING'

$CRWV - COREWEAVE SHARES FALL TO LOWEST SINCE MAY 2025, LAST DOWN 8.3% AT $60.36

SHARES OF NEOCLOUD FIRMS DROP $CRWV - COREWEAVE DOWN 7.1% $NBIS - NEBIUS OFF 6.7%

DAN IVES CALLS AI STOCK SELLOFF A CLEAR BUYING OPPORTUNITY Dan Ives says the sharp declines in CoreWeave ($CRWV ), IREN ($IREN ) and Nebius ($NBIS ) represent buying opportunities rather than warning signs. Despite rising borrowing costs,

SAXO WARNS AI STOCKS ARE SPLITTING INTO WINNERS AND LOSERS Saxo says investors are becoming more selective, favoring profitable chipmakers like TSMC ($TSM), Samsung and ASML ($ASML) over debt-heavy AI infrastructure companies. CoreWeave (

COREWEAVE BONDS REBOUND SHARPLY AFTER RECENT SELLOFF CoreWeave ($CRWV ) bonds are recovering as buying returns following a sharp selloff driven by concerns over the company's debt. The October 2031 bonds jumped 3.3 cents to 82.8 cents on

DEUTSCHE BANK SAYS BUY COREWEAVE DIP — SEES 128% UPSIDE Deutsche Bank maintains its Buy rating on CoreWeave ($CRWV ) with a $150 price target, implying 128% upside from Wednesday's close. Despite shares plunging over 15%, the bank sees no

$CRWV : MIZUHO CUTS TARGET PRICE TO $88 FROM $115

AI DEBT FEARS SURGE AS TECH DEFAULT INSURANCE HITS RECORD HIGHS The cost of insuring against defaults by major U.S. tech companies has reached record highs as investors worry about AI spending, rising debt and higher interest rates. CoreW

US PREMARKET WATCHLIST — OCT 15 $CRWV -6.50% — AI infrastructure financing concerns continue to weigh on the stock. Investors are increasingly focused on debt levels and the cost of funding data center expansion. $MU -4.00% — Memory sto

$CRWV - *COREWEAVE CEO BLAMES SHARE DROP ON MARKET ACTING 'IRRATIONALLY'

COREWEAVE CEO DEFENDS COMPANY'S FINANCIAL STRENGTH AMID AI SECTOR CONCERNS CoreWeave ($CRWV ) CEO Michael Intrator says he remains confident in the company's business model, funding, sales and backlog. Intrator says CoreWeave's contracted

SHARES OF AI INFRASTRUCTURE FIRMS CORWEAVE AND NEBIUS DROP; STEEPEST DECLINERS ON NASDAQ 100 INDEX $CRWV - COREWEAVE DOWN 14.9% $NBIS - NEBIUS FALLS 9.7%

$CMG $SBUX - STARBUCKS NOT BUYING CHIPOTLE

CITRINI SEES NEW ERA FOR CRYPTO AS AI AGENTS DRIVE BLOCKCHAIN ADOPTION Citrini Research says AI-powered financial agents could transform crypto investing, creating a new era of blockchain-based financial infrastructure. The firm highlight

$CMG

$COIN - BOFA RAISES COINBASE TARGET TO $203 BofA raised its Coinbase price target to $203 from $174, reiterating a Buy rating. The bank lifted its 2027–2028 EPS forecasts on expectations for stronger stablecoin revenue following Septembe

GOLDMAN REFRESHES TOP U.S. STOCK PICKS Goldman Sachs added Amazon ($AMZN), Burlington Stores ($BURL), Huntington Ingalls ($HII), Johnson Controls ($JCI) and Occidental Petroleum ($OXY) to its “Director’s Cut” list. Goldman removed Air Pro

$CRWD - CROWDSTRIKE AND OPENAI EXPAND PARTNERSHIP TO SECURE THE AGENTIC ERA CROWDSTRIKE - EXPANDS PARTNERSHIP WITH OPENAI TO SECURE CODEX AGENTS AND INTEGRATE GPT-5.6 CYBER

$CVX - *CHEVRON REACHES DEAL FOR TWO FIELDS IN VENEZUELA'S ORINOCO BELT *CHEVRON VENEZUELA JV TO INVEST OVER $7 BILLION OVER FIVE YEARS

WILLIAM BLAIR UPDATES SEPTEMBER CONVICTION LIST William Blair refreshed its September Conviction List, adding nine stocks and removing eight. ADDED: $AEHR, $APG, $ARHS, $BJRI, $BTSG, $CW, $JHX, $MP, $U REMOVED: $CWST, $SCHW, $FIX, $FAST,

🟢 UPGRADES • $AKAM: Upgraded Neutral → Overweight by Piper Sandler; PT cut to $125 from $140 • $TKO: Upgraded Hold → Buy by CFRA • $DUOL: Upgraded In Line → Outperform by Evercore ISI; PT $210 • $HOOD: Upgraded Equalweight → Overweight by

🟢 UPGRADES • $CHA: Upgraded Neutral → Outperform by Macquarie; PT raised to $15.70 from $10.20 • $AGCO: Upgraded Neutral → Outperform by Baird; PT raised to $150 from $120 • $CNH: Upgraded Neutral → Outperform by Baird; PT raised to $15 f

$CVX - U.S. OIL GIANTS EYE BILLIONS IN VENEZUELA Chevron and other U.S. energy companies are nearing deals to invest billions in Venezuela’s oil sector. Chevron could expand its existing operations by adding two heavy-oil fields to its po

$CVX - Chevron Is Close to a Deal to Expand Its Operations in Venezuela, Sources Say

🟢 UPGRADES • $MAC: Upgraded Neutral → Overweight by Piper Sandler; PT raised to $30 from $28 • $SNPS: Upgraded Neutral → Outperform by Baird; PT raised to $560 from $558 • $SQM: Upgraded Neutral → Buy by Citi; PT cut to $95 from $97

JUST IN: Cheesecake Factory is outperforming Nvidia by 109% year to date. $CAKE: 118% $NVDA: 9%

🟢 UPGRADES • $DTM: Upgraded Peerperform → Outperform by Wolfe Research; PT $145 • $ARGX: Upgraded Neutral → Buy by UBS; PT raised to $1,400 from $960 • $NEOG: Upgraded Neutral → Overweight by Piper Sandler; PT raised to $14 from $13

🟢 UPGRADES • $AMD: Upgraded Outperform → Strong Buy by Raymond James; PT raised to $641 from $565 • $DT: Upgraded Equalweight → Overweight by Morgan Stanley; PT raised to $65 from $58 • $SMMT: Upgraded Underperform → Market Perform by Ber

🟢 UPGRADES • $CLS: Upgraded Neutral → Buy by UBS; PT raised to $430 from $410 • $DRI: Upgraded Neutral → Outperform by Baird; PT raised to $250 from $220 • $ALGT: Upgraded Outperform → Strong Buy by Raymond James; PT cut to $116 from

🇺🇸 US crypto stocks over the past 48 hours: • Robinhood $HOOD: +15% • Coinbase $COIN: +30% • Strategy $MSTR: +28% • Bitmine $BMNR: +22% • Gemini $GEMI: +28% • Circle $CRCL: +28% • $MARA: +33% • $RIOT: +10%

🟢 UPGRADES • $AMX: Upgraded Neutral → Overweight by JPMorgan; PT raised to $32 from $30 • $AKR: Upgraded Sector Weight → Overweight by KeyBanc; PT $25 • $BBWI: Upgraded Neutral → Buy by Citi • $STRW: Upgraded Neutral → Buy by Compas

MARKET MOVERS 🟢 UPGRADES • $YPF: Upgraded Hold → Buy by HSBC; PT raised to $60 from $52 • $PMT: Upgraded Hold → Buy by Deutsche Bank; PT $12 • $NYAX: Upgraded Market Perform → Outperform by Keefe, Bruyette & Woods; PT $75 • $OKTA: Upg

🟢 UPGRADES • $ABBV: Upgraded Peerperform → Outperform by Wolfe Research; PT $300 • $ABT: Upgraded Peerperform → Outperform by Wolfe Research • $AKAM: Upgraded Underweight → Neutral by JPMorgan • $ANNX: Upgraded Market Underperform →

🟢 UPGRADES • $AVAL: Upgraded Underweight → Neutral by JPMorgan; PT $5.50 • $ENTG: Upgraded Hold → Buy by Deutsche Bank; PT raised to $200 from $152 • $IEX: Upgraded Neutral → Outperform by Mizuho; PT raised to $280 from $210 • $ISRG: Upgr

BOFA SEES URANIUM RALLY CONTINUING 🔸BofA raised its 2027 uranium price forecast to $130/lb, implying ~52% upside from current spot prices. 🔸Bullish view is driven by tight supply, lower utility contract coverage (48% vs. 56% last year)

MARKET MOVERS 🟢 UPGRADES $PLTR: Deutsche Bank upgraded to Buy $REPL: Leerink Partners upgraded to Outperform; PT raised to $17 from $11 🔴 DOWNGRADES $BOW: Deutsche Bank downgraded to Hold; PT raised to $34 from $31; Piper Sandler downgr

$CAT - CATERPILLAR RAISES OUTLOOK AFTER RECORD Q2 BEAT Results Adj. EPS: $8.17 vs. $6.17 est. Revenue: $20.0B vs. $19.33B est. Backlog: $72.1B Record Quarter: First time Caterpillar generated over $20B in quarterly sales and revenue. Gui

$CAT - CATERPILLAR POSTS RECORD QUARTER, CRUSHES EARNINGS ESTIMATES Results • Adj. EPS: $8.17 vs. $6.17 est. (beat) • EPS: $7.77 • Revenue: $20.50B vs. $19.34B est. (beat) • Record Sales: First quarter in company history with more than $2

TRUMP URGES CHEVRON TO CUT OIL PRICES President Trump praised Chevron ($CVX) CEO Mike Wirth for the company's performance but said it was made possible by his administration's energy policies. Trump highlighted Chevron's return to Venezue

MARKET MOVERS 🟢 UPGRADES $IR: Stifel upgraded to Buy; PT raised to $101 from $84 $PSN: Jefferies upgraded to Buy; PT cut to $52 from $60 $CRCL: TD Cowen initiated with Buy; PT $82 $RBLX: JP Morgan assumed coverage with Neutral; PT $40 🔴

🇺🇸 $USDC issuer Circle $CRCL officially granted a trust charter by the New York Department of Financial Services.

MARKET MOVERS 🟢 UPGRADES $LMND: KBW upgraded to Market Perform $SFM: JP Morgan upgraded to Overweight; PT raised to $103 from $80 🔴 DOWNGRADES $CAPR: Piper Sandler downgraded to Neutral; PT cut to $2 from $58 $OPCH: Deutsche Bank downgra

📉 PRICE TARGET CUT $BE: JP Morgan PT cut to $314 from $346 $BA: RBC PT cut to $265 from $275 $LEU: JP Morgan PT cut to $178 from $236 $CHTR: JP Morgan PT cut to $150 from $200 $GLW: Citigroup PT cut to $220 from $240; JP Morgan PT cut to $

📈 PRICE TARGET RAISED $ABBV: Barclays PT raised to $300 from $275 $ACHC: Jefferies PT raised to $40 from $37 $ALT: Leerink Partners PT raised to $13 from $10 $AMGN: Barclays PT raised to $360 from $350 $ARWR: RBC PT raised to $100 from $87

MARKET MOVERS 🟢 UPGRADES $ASTS: Scotiabank upgraded to Sector Perform; PT raised to $50.80 from $41.20 $KMX: JP Morgan upgraded to Neutral; PT raised to $60 from $38 🔴 DOWNGRADES $CZR: TD Cowen downgraded to Hold $CSGP: KBW downgraded to

JUST IN: Cracker Barrel $CBRL CEO Julie Masino resigns.

TRUMP SAYS WE'RE TAKING OVER THE STRAIT OF HORMUZ $CL

IRAN LAUNCHES MISSILE ATTACKS ON QATAR, UAE AND JORDAN $CL

$COIN - TIGER SECURITIES UPGRADES COINBASE TO BUY Tiger Securities upgraded Coinbase to Buy from Hold with a $200 price target. The firm said Bitcoin's risk/reward has improved after a sharp correction, arguing the worst of the crypto bea

$COIN - COINBASE FACES Q2 REVENUE MISS Baird expects Coinbase to miss second-quarter revenue estimates by about 8%, citing weaker crypto trading volumes and prices. The broker kept its Neutral rating and $142 price target, warning that l

$CRWV - COREWEAVE TO JOIN NASDAQ-100 INDEX

$C - CITIGROUP TO LAUNCH TOKENIZED SECURITIES OF PRIVATE COMPANIES, BANK SAYS NEW VENTURE WORKS THROUGH DEPOSITARY RECEIPTS THAT ARE TOKENIZED, CITI SAYS INFRASTRUCTURE TO PAVE WAY FOR OTHER BANKS TO GET INVOLVED, CITI SAYS

Rosneft CEO Igor Sechin says US energy companies are the main beneficiaries of the Strait of Hormuz closure. Adds that Washington is trying to reshape global energy markets to suit US interests: REUTERS $CL

US PREMARKET MOVERS – JUNE 5, 2026 S&P 500 Index futures are down 0.5% at 7:51 a.m. in New York, as the AI trade continues to weaken. Nasdaq 100 futures fall 1.1%, while Dow Jones Industrial Average futures edge up 0.2%. The MSCI World Ind

$CRCL - LONG-STALLED CRYPTO MARKET BILL WINS KEY SENATE COMMITTEE VOTE

Coinbase $COIN to launch 24/7 gold and silver futures.

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