Street Notes
Microsoft Stock May Be Over the Worst. How Data’s Giving It the Edge for AI Riches.
Microsoft stock has shed more than $1 trillion in value but it is doubling down on AI investment plans. Benchmark Research thinks that's the right approach.
3 minute read
Philip Morris Stock Drops. Nicotine Pouches’ FDA Review Is Delayed, Report Says.
Analysts view a reported FDA delay as a negative for the tobacco giant.
2 minute read
Rivian Stock Drops on Upgrade. Why It Isn’t a Buy.
Wednesday, D.A. Davidson analyst Michael Shlisky upgraded shares of EV maker Rivian to Hold from Sell.
2 minute read
GE, Boeing, and 3 More Aero and Defense Plays
GE Aerospace, Rolls-Royce, Boeing, Woodward , and Northrop Grumman all get the nod from Wells Fargo.
2 minute read
What Software Slump? This Stock Skyrockets After Earnings.
NCino stock spikes after the banking software company reports better-than-expected quarterly earnings.
2 minute read
Disney Stock Is Trading Like a Cruise Line. Now Could Be the Time to Buy.
The company needs to convince Wall Street it is still a media company, Needham says.
2 minute read
Earnings Growth Fuels Stocks. Oil Could Slam the Brakes.
Worries about how long the Iran conflict will linger may hurt profits. That’s bad for Wall Street.
3 minute read
This Stock Looks Like a Solid AI Bet—and Wall Street Hasn’t Noticed Yet
The OpenClaw chatbot is more than just a social media phenom. It’s a good omen for Marvell Technology, one Wall Streter said.
3 minute read
How This Space Stock Can Rise Nearly 60%
Citi analyst John Godyn launched coverage of Voyager Technologies with a Buy rating and $36 price target.
2 minute read
Trump’s Golden Dome ‘Could Be Worth Billions’ To Palantir—The Stock Still Hasn’t Cleared Resistance
Palantir stock remains below a key level of resistance even as analysts estimate President Donald Trump’s Golden Dome project could be worth billions in revenue for the company.
2 minute read
Circle Internet Stock Recovers After Selloff. Cathie Wood Buys the Dip.
Cathie Wood’s ARK Invest buys around 160,000 shares of Circle Internet Group stock as shares fell 20%.
2 minute read
Intuitive Machines Stock Rises on New NASA Contract. Here’s Why It Can Rally 40%.
The space company will be carrying more cargo to the moon for the U.S. government.
2 minute read
CoreWeave Stock Comes With ‘Inherent Risks,’ BofA Says. Why It’s a Buy Anyway.
BofA Securities reinstates coverage of CoreWeave stock with a Buy rating and a $100 target price in a research note.
2 minute read
Gold Is Not a Haven in This War. How That Happened and Some Options for Your Money Now.
Amid market volatility and the Iran war, gold has turned out to be a disappointment. Gavekal Research CEO Louis-Vincent Gave looks for alternatives.
4 minute read
9 Stocks That Got Downgraded on AI Fears—and 1 That Is Immune
AI uncertainty is reshaping the software sector, but William Blair says Microsoft is well-positioned.
1 minute read
Apple iPhone Demand Is Getting Multiple Boosts, Analysts Say. The Stock Rises.
Morgan Stanley analyst Erik Woodring believes that Apple is the only major global smartphone maker that will gain market share this year.
2 minute read
Palantir Stock Is in the Red This Year. Why Analysts Say It’s Still an AI Winner.
The artificial-intelligence heavyweight has developed a competitive moat, say analysts.
3 minute read
This ‘Very Attractive’ Chip Stock Has Taken a Hit. The Case for Buying Now.
ASML stock is down 7% in the past month, which makes the chipmaking machinery company a bargain according to TD Cowen.
2 minute read
Oil and the Fed May Be Too Much for the Stock Market to Bear
Echoes of the 2022 bear market are starting to ring on Wall Street.
4 minute read
Why a Tesla Semiconductor Fab Would Be a ‘Herculean Task’
Tesla CEO Elon Musk teased a semiconductor fabrication project over the weekend, which has Wall Street wondering what he is planning.
2 minute read
Gemini Space Station Stock Crashed After Its IPO. Why It Could Fall Even Further.
Citi downgrades Gemini Space Station to Sell from Neutral in a research note Wednesday.
2 minute read
Why the Trade Desk Is Losing a Key Partner—and What It Means for the Stock
Analysts at Rosenblatt Securities and Stifel downgraded shares of The Trade Desk.
2 minute read
March Is a Game of Two Halves for Stock Market. Investors Bet on a Comeback This Month.
History suggests the second half of March is a winner for the stock market.
4 minute read
Starbucks Stock Gets Downgraded. Why the Good Times Can’t Continue.
RBC Capital downgraded Starbucks stock, citing ongoing and future investments.
1 minute read
Nebius Stock Falls 12% on Bond Offering. Citi Calls It a ‘High Risk’ Buy.
The neocloud announces plans to raise $3.75 billion through convertible bonds to help fund its data-center buildout.
3 minute read
