Analyst roundup: Baker Hughes rig count rises. Costco earnings strong but membership growth slows, analysts say high multiple magnifies issues. Nike downgraded by BofA on innovation concerns. Comcast downgraded by KeyBanc on broadband competition. Akamai-Antropic deal expanded to $13.4B; shares jump 13% premarket. Also: Cargojet fleet strategy, cruise covert fares, Canadian banks bullish, CarMax cautious, GoDaddy acquisition speculation, ether institutional demand.
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