-- 摩根士丹利週一發布的一份關於比特幣挖礦公司的報告指出，TeraWulf (WULF) 和 Cipher (CIFR) 的基本上漲空間巨大，因為比特幣向數據中心轉型的估值「越來越有吸引力」。 摩根士丹利分析師表示，TeraWulf 位於馬裡蘭州和肯塔基州的資料中心電力容量的擴大，使其能夠進一步為人工智慧公司開發資料中心容量，從而推動其成長。他們指出，該公司正持續達成協議，為包括 Alphabet (GOOG, GOOGL) 旗下的Google在內的大型人工智慧企業建造和租賃電力設施。 報告顯示，該公司第一季的財務業績顯示其轉型計畫取得了顯著進展，超過一半的營收來自高效能運算託管服務，預計第二季及今年剩餘時間將有更多運算容量上線。 報告指出，TeraWulf估值上調主要源自於收購新增兆瓦電力產能帶來的約40億美元額外價值，但部分被用於新電站建設的約6億美元現金支出減少所抵銷。 摩根士丹利維持對該公司股票的「增持」評級，並將目標價從37美元上調至41.50美元。
Price: $20.23, Change: $+0.23, Percent Change: +1.15%
Investors in a Blue Owl Capital (OWL) business development company tendered less than 1% of shares to Boaz Weinstein's Saba Capital Management and Cox Capital Partners, which had offered to buy them out at a significant discount, Bloomberg reported Monday, citing people familiar with the matter.Blue Owl didn't immediately reply to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $8.97, Change: $-0.21, Percent Change: -2.29%
First Bancorp (FBP) shares were up 3.4% in Monday trading after Raymond James upgraded the company's stock to strong buy from outperform and raised its price target to $27 from $26.Trading volume stood at about 537,000 shares, compared with a daily average of around 1.5 million.Price: $24.23, Change: $+0.82, Percent Change: +3.48%
Advanced Micro Devices (AMD) shares were down over 3% in Monday trading after Northland downgraded the company's stock to market perform from outperform.Trading volume stood at more than 38.6 million shares, compared with a daily average of around 38.2 million.Price: $335.90, Change: $-11.91, Percent Change: -3.42%