Warner Bros. Discovery poised for pullback as upside from potential Paramount deal runs out, KeyBanc says

Warner Bros. Discovery soared following reports of buyout talks with Paramount Skydance, but is unlikely to see much further upside, according to KeyBanc.
Here are Friday’s biggest analyst calls: Apple, Oracle, Nike, CoreWeave, Tesla, Microsoft, Costco, Home Depot & more

Here are Friday’s biggest calls on Wall Street.
Family offices prefer to bet on AI boom with stocks versus startups and VC funds

Family offices were more likely to report investing in companies that use AI for productivity and efficiency or in other beneficiaries such as energy providers.
How Google shifted from a bastion of accurate information to a steward of free expression

After years of rolling out features designed to provide users with factual and accurate information, Google is now touting its commitment to “free expression.”
Nvidia’s $100 billion OpenAI deal showcases chipmaker’s growing investment portfolio

The sheer number of Nvidia’s venture and public equity investments shows how central the company has become to the Silicon Valley and AI ecosystems.
Shares of Paccar – Peterbilt and Kenworth owner – soar after Trump’s heavy truck tariffs

Paccar’s competitors can manufacture trucks cheaper in Mexico. Trump’s tariffs likely level the playing field, according to analysts.
Taylor Swift music producer Jack Antonoff slams Live Nation CEO claims of ‘underpriced’ concert tickets

Rapino’s comments at the Game Plan conference came just days before the Federal Trade Commission sued Live Nation and its subsidiary Ticketmaster.
Top pick Microsoft has room to run as AI efforts gain traction, Morgan Stanley says

Morgan Stanley raised its price target for Microsoft, arguing the company is poised to grow due to its cloud platform and AI industry ties.
‘A broken business’: The company behind the makeover of bankrupt retailer Claire’s

Pulled out of bankruptcy, Claire’s is on track for a major makeover by private holding company Ames Watson.
Accenture plans on ‘exiting’ staff who can’t be reskilled on AI amid restructuring strategy

Accenture CEO Julie Sweet said as advanced AI becomes core to the company’s strategy, employees are expected to “retrain and retool” at scale.