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Gordon Liu
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Oracle Rallies 5% as Morgan Stanley Lifts Its Price Target, CoreWeave Advances 3%
Business
— Sep 8, 2026
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Morgan Stanley Sees Up to $17 Billion in Annual Tesla Semi Software Revenue
x/tesla
— Sep 11, 2026
Morgan Stanley’s note estimates Tesla’s autonomous Semi software could generate 12,000–18,000 dollars per truck per month, potentially reaching about 17 billion dollars in software revenue by 2040 with 82,000 Semis on the road, far eclipsing current consumer FSD revenue. Tesla is expanding the Semi into Europe with specifications like a 550-kilometer range and fast Megacharger charging, leveraging high diesel prices to accelerate adoption, while Musk’s ventures like Boring Company attract large funding for tunnel projects.
+4
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Dana Whitfield
Reaching 17 billion by 2040 depends on hitting those production numbers, which Tesla has struggled with before.
Boliden Shares Fall as Banks Cut Targets
Finance
— Jul 22, 2026
Market watchers from BNP Paribas, Goldman Sachs, JP Morgan, and Barclays have issued downgrades or mixed guidance on Boliden, each referencing a composite rating framework that blends returns, profitability, financial reporting, and financial health. The reports present a range of target prices in kronor and reiterate different stance levels, reflecting a nuanced investor view on Boliden's risk and reward.
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Analysts Trim Celldex Price Targets, Shares Fall
x/morgan-stanley
— Jul 22, 2026
Celldex Therapeutics faces a flurry of analyst revisions, with Cantor Fitzgerald and Canaccord Genuity trimming targets to 61 and 60 while maintaining overweight/buy ratings, and Morgan Stanley lowering its target to 40, reflecting mixed sentiment. Meanwhile, firms like Guggenheim and Wells Fargo have raised targets to around 100 and 54 respectively, indicating a broad range of views on the stock’s near-term prospects as it trades in the mid-30s.
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IJR
EXCLUSIVE: Trump’s EPA Wants More Plastic Turned Into New Products, And The Paper Lobby Is Fighting It
Simon August · 4 min · 11h