Ratings changes for Nebius Group, Tempus AI, FuelCell Energy, Nautilus Biotechnology, Casey's General Stores, ServiceTitan, Casey's General Stores and more...

September 9th, 2026

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Today's Top Stories

Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal

Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal

By Jeffrey Neal Johnson

3 Lesser-Known Quantum Plays the Market May Be Overlooking Right Now

3 Lesser-Known Quantum Plays the Market May Be Overlooking Right Now

By Nathan Reiff

Cathie Wood Trimmed Palantir, But the Bigger Story Is Still Valuation

Cathie Wood Trimmed Palantir, But the Bigger Story Is Still Valuation

By Sam Quirke

Data Centers Shrinking To The Size Of A Dairy Queen?

Sponsored · Partner Content

Could A Dairy Queen Replace A Data Center?

Wafer-scale computing could process more data than today's warehouse-sized AI infrastructure while using 90% less energy, according to tech analyst George Gilder. No massive cooling towers, no city-block footprint. Gilder identifies three under-the-radar companies pioneering this shift, which he calls the Trillion Dollar Triangle, backed by a $200 billion government tailwind…

See George Gilder's Trillion Dollar Triangle briefing before it gets crowdedtc pixel

Analysts' Upgrades

All Upgrades
FIGR Figure Technology Solutions
Bank of America
Underperform → Neutral
PT $31.00 → $49.00
28.5% upside
SSL Sasol
Bank of America
Neutral → Buy

The $200 Billion Opportunity Washington Buried

Sponsored · Partner Content

The $200 Billion Secret Washington Hoped You'd Miss

Three under-the-radar companies are already building the infrastructure behind a 200 billion government-backed tech push, according to analyst George Gilder. Gilder calls it the Trillion Dollar Triangle, technology he says makes today's AI infrastructure look outdated. All three companies are already moving, not just planned.

See George Gilder's full Trillion Dollar Triangle briefing nowtc pixel

Analysts' Downgrades

All Downgrades
DYN Dyne Therapeutics
JPMorgan Chase & Co.
Neutral → Underweight
PT $17.00 → $10.00
47.9% downside
LVMUY LVMH-Moet Hennessy Louis Vuitton
HSBC
Buy → Hold
PAX Patria Investments
Bank of America
Neutral → Underperform
PT $10.00
7.6% downside

ACTION TAKERS WANTED : Big Elon Opportunity

Sponsored · Partner Content

New Musk Millionaires (1,806,000 forecasted)

James Altucher says an FCC filing points to Elon Musk's next major venture, one he believes could dwarf Tesla and SpaceX combined. Altucher, who publicly flagged SpaceX's SuperIPO two years before it happened, projects this new project could create as many as 1,806,000 new millionaires starting September 25. Details are scarce by design, but Altucher breaks down what he's found in a free masterclass…

Watch the free masterclass on Elon Musk's next project nowtc pixel

Analysts' New Coverage

All Initiations
A Agilent Technologies
UBS Group
Neutral
PT $165.00
14.0% upside
ABSI Absci
Lifesci Capital
Outperform
ANIP ANI Pharmaceuticals
Leerink Partners
Outperform
PT $104.00
47.1% upside
AVTR Avantor
UBS Group
Neutral
PT $10.50 → $16.00
7.5% upside
BEN Franklin Resources
Keefe, Bruyette & Woods
Market Perform
PT $38.00
11.2% upside
BETR Better Home & Finance
B. Riley Financial
Buy
PT $26.00
93.2% upside
BRKR Bruker
UBS Group
Neutral
PT $45.00 → $65.00
19.4% upside
CHYM Chime Financial
Loop Capital
Buy
PT $45.00
30.2% upside
CI Cigna Group
Evercore
In‑Line
PT $290.00
4.2% upside
COLL Collegium Pharmaceutical
Leerink Partners
Outperform
PT $45.00
92.6% upside
FCEL FuelCell Energy
Craig Hallum
Buy
PT $22.00
32.8% upside
FTH Sensei Biotherapeutics
TD Cowen
Buy
FWONK Liberty Media Corporation - Liberty Formula One Series C
Jefferies Financial Group
Buy
PT $115.00
18.8% upside
ILMN Illumina
UBS Group
Neutral → Buy
PT $135.00 → $260.00
26.8% upside
IVZ Invesco
Keefe, Bruyette & Woods
Outperform
PT $39.00
21.4% upside
KLAR Klarna Group
Loop Capital
Hold
PT $18.00
29.6% upside
LAC Lithium Americas
JPMorgan Chase & Co.
Neutral → Overweight
PT $6.00
88.4% upside
LULU lululemon athletica
BMO Capital Markets
Underperform
PT $70.00
29.8% downside
MTD Mettler-Toledo International
UBS Group
Buy → Neutral
PT $1,650.00 → $1,460.00
13.1% upside
MYGN Myriad Genetics
UBS Group
Neutral
PT $6.00 → $3.60
12.9% upside
NAUT Nautilus Biotechnology
Leerink Partners
Outperform
PT $4.00
257.1% upside
NBIS Nebius Group
Truist Financial
Buy
PT $355.00
47.7% upside
PACB Pacific Biosciences of California
UBS Group
Neutral
PT $1.50 → $1.35
4.7% upside
PCRX Pacira BioSciences
Leerink Partners
Market Perform
PT $28.00
8.2% upside
PRIM Primoris Services
Piper Sandler
Neutral
PT $90.00
21.6% upside
RVTY Revvity
UBS Group
Buy → Neutral
PT $120.00 → $140.00
12.9% upside
STVN Stevanato Group
UBS Group
Neutral
PT $28.00 → $23.00
13.9% upside
TEM Tempus AI
UBS Group
Neutral
PT $70.00
14.2% upside
TEVA Teva Pharmaceutical Industries
Leerink Partners
Outperform
PT $45.00
22.0% upside
TWST Twist Bioscience
BWS Financial
Sell
PT $45.00
64.1% downside
UBS Group
Neutral
PT $144.00
14.7% upside
WAT Waters
UBS Group
Neutral → Buy
PT $375.00 → $490.00
20.8% upside

The $100 Stock Behind Elon's Next Move

Sponsored · Partner Content

Elon’s AI Masterkey — Get In Before Sept 25th

A small, publicly traded supplier trading under $100 a share has reportedly worked alongside Elon Musk for more than a decade. A federal filing may outline Musk's next major move: an AI network of up to a million satellites powered by the sun. James Altucher says this supplier holds the piece Musk doesn't own.

Watch James Altucher's free Masterclass on this Musk-linked supplier stocktc pixel
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More Stories

Intel’s ASML Milestone Gives Investors a New Reason to Revisit the Stock

Intel’s ASML Milestone Gives Investors a New Reason to Revisit the Stock

By Jeffrey Neal Johnson

Defense, Solar, and Refining Stocks Split as the Iran Conflict Raises Energy Risk

Defense, Solar, and Refining Stocks Split as the Iran Conflict Raises Energy Risk

By Nathan Reiff

Palantir Just Became Almost Impossible to Replace

Palantir Just Became Almost Impossible to Replace

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