Market context
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Amazon disclosed a holding of 11.8 million shares in BETA technologies, whose stock rose as Jefferies upgraded it to buy, citing progress on eVTOL certification and growing sector catalysts.
Needham raised Cipher Mining's PT to $15 after a Fluidstack lease and Google backstopping, calling the move de-risking; 12 of 14 brokers rate Cipher buy/hold and its shares are up ~173% YTD.
Top brokerages raised S&P 500 targets and published 2025 forecasts for growth, yields and currencies; EUR/USD projections diverge amid Fed rate signals and tariff risks driving market optimism.