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Meta has signed landmark agreements with energy leaders to power its operations through nuclear energy, enhancing the reliability of the electric grid and supporting job growth in American communities. This makes Meta one of the largest corporate purchasers of nuclear energy in U.S. history. Meanwhile, AI startup xAI, founded by Elon Musk, reported a net loss of $1.46 billion for the September quarter, indicating significant cash burn. Additionally, Wells Fargo has lowered CoreWeave's price target but maintains an Overweight rating, emphasizing the importance of AI in future performance.
Edwards Lifesciences (EW) faced a setback as the U.S. District Court ruled in favor of the FTC to block its acquisition of JenaValve Technology, causing EW stock to drop 1.32%. Following the ruling, Edwards announced it would not pursue the acquisition, despite believing it was in the best interest of patients. The company now expects 2026 adjusted EPS to be between $2.90 and $3.05. Wall Street maintains a Moderate Buy consensus on EW stock, with a price target suggesting a 13% upside potential.
Cardinal Capital Management has acquired a new position in YETI Holdings, Inc., purchasing 32,462 shares valued at approximately $1.08 million. Other investors have also adjusted their stakes in YETI, with Harbor Capital Advisors increasing its holdings by 66.7%. YETI's stock opened at $49.27, with a 12-month range of $26.61 to $50.34. The company reported a quarterly EPS of $0.61, exceeding estimates, and has set FY 2025 guidance at 2.380-2.490 EPS. Analysts have mixed ratings, with an average price target of $39.82.
Google Cloud has introduced the Agent-to-Agent (A2A) protocol, a standard designed to enhance communication between AI agents in enterprise systems. This protocol addresses interoperability issues by allowing agents to interact seamlessly, regardless of their underlying technology. The A2A standard utilizes an AgentCard, which details each agent's capabilities and schemas, promoting modularity and flexibility in AI system design. The architecture includes an Orchestrator agent that manages state, ensuring resilience and scalability. By adopting the A2A protocol, organizations can improve agent development, moving towards robust, interchangeable components suitable for production environments.
Ciena (NYSE:CIEN) has delivered an annualized return of 28.34% over the past decade, outperforming the market by 14.52%. With a current market cap of $31.32 billion, a $100 investment in CIEN stock 10 years ago would now be worth $1,197.31, highlighting the significant impact of compounded returns on investment growth.
