UBS starts Core Scientific and Applied Digital at Buy on a 19 GW power shortfall for 2027
UBS began coverage of Core Scientific and Applied Digital at Buy, citing 57 GW of data center capacity needed in 2027 against 38 GW with confirmed power. Its forecast of about 80% annual EBITDA growth through 2029 needs sites that already have grid connections, because new requests take years to clear.
Reality
- Evidence45
- Adoption
- Not scored
- Hype gap+20
- Incentives
- Not scored
- Confidence55
Citi's buy-rated DBS falls further than downgraded OCBC on the second day of Singapore bank selling
Singapore's three big banks fell 4.29% to 5.16% on Thursday as a sell-off sparked by Citi's OCBC downgrade to sell ran a second day. DBS, still a Citi buy, dropped more than OCBC, a sign investors are pricing funding costs and valuations common to all three.
Reality
- Evidence62
- Adoption
- Not scored
- Hype gap+12
- Incentives35
- Confidence58
Morgan Stanley's Adam Jonas told clients to buy SpaceX before Starship Flight 15, with a $300 target about 75% above Monday's $171.09 close. Tying the call to dates means it gets checked twice within weeks, first by the test flight and then by third-quarter results expected in late October.
Perspective Coverage
6 publishers
- Builder
- Builder 14%
- Operator
- Operator 13%
- Investor
- Investor 73%
Reality
- Evidence62
- Adoption35
- Hype gap+35
- Incentives66
- Confidence60
Wells Fargo's $1,000 Meta target gives up $5 billion of 2027 compute rentals for Muse
Wells Fargo lifted its Meta price target to $1,000 from $796 after removing about $5 billion of expected 2027 compute-resale revenue from its model. The higher target now depends on Muse earning more from the same compute in 2028 and later than a rental tenant would have paid.
Reality
- Evidence45
- Adoption
- Not scored
- Hype gap+30
- Incentives75
- Confidence40
Anthropic's 20-year lease prices TeraWulf's Kentucky capacity at $2.4m per megawatt a year
Rothschild Redburn began coverage of TeraWulf at Neutral with a $15 target in August 2026. The company has 102 megawatts operating against 839 contracted, and its lease revenue runs at about 13% of what the Anthropic contract will eventually pay.
Reality
- Evidence42
- Adoption38
- Hype gap+34
- Incentives62
- Confidence46
JPMorgan models 98% of Tesla's $320bn robotaxi revenue inside a fleet Tesla owns
Rajat Gupta of JPMorgan gives the customer-supplied Tesla Network $5 billion of his $320 billion 2035 robotaxi forecast, and the other $314 billion rides on cars Tesla buys with its own capital. Waymo runs the same structure.
Reality
- Evidence36
- Adoption37
- Hype gap+34
- Incentives64
- Confidence44
KB Securities lifts its Com2uS target 40% on twenty days of 2 billion won a day
Zeus: God of Arrogance is the developer's first hit in twelve years by the brokerage's count. The 42,000 won target sits about 26 percent above a share price that closed down 0.89 percent on the day the report went out.
Reality
- Evidence30
- Adoption35
- Hype gap+25
- Incentives65
- Confidence40
JPMorgan routes nearly all of $320bn in 2035 robotaxi revenue through Tesla's own fleet
JPMorgan lifted its Tesla price target from $145 to $475 while moving the stock only to neutral. Its $320 billion robotaxi projection for 2035 runs almost entirely through cars Tesla builds and owns itself.
Reality
- Evidence28
- Adoption41
- Hype gap+46
- Incentives62
- Confidence30
Evercore's $230 billion Nvidia payout forecast implies 2027 free cash flow of $230 billion to $460 billion
Nvidia returned a record $26 billion to shareholders in the quarter to July and has pledged at least half its annual free cash flow. That makes Evercore ISI's 2027 projection a forecast of cash generation.
Reality
- Evidence30
- Adoption35
- Hype gap+45
- Incentives60
- Confidence35
Bernstein's $300K Bitcoin call is really a bet that mining gets 2.7 times dearer
The bank sees $125,000 reclaimed by late 2026 and a 2029 peak near $300,000. Its own multiple compresses along the way, which puts the weight on miner costs, and it cut Strategy's target to $350.
Reality
- Evidence38
- Adoption42
- Hype gap+38
- Incentives72
- Confidence52
Mizuho cuts BitGo to $11 and argues the CLARITY Act delay is a moat, not a drag
The target came down about 21 percent on crypto price weakness. What did not change is the claim that legislative stalling quietly helps an incumbent that already holds a federal charter.
Reality
- Evidence30
- Adoption32
- Hype gap+32
- Incentives68
- Confidence38