Street Notes

Thursday, Seaport analyst Tom Curran downgraded shares of GE Vernova to Hold from Buy.

Wall Street is starting to wonder if shares are oversold, even as the Warner Bros. Discovery takeover saga drags on.

Barry Bannister, Stifel’s chief equity strategist, sees a way for the S&P 500 to climb almost 10% next year, though he also says it could end up in negative territory.

Shares of the video-game software company are still down significantly from their 2021 highs.

Quantum computing ‘promises a major transformation in high-performance computing tasks,’ say analysts.

Visa is already taking steps to shield itself from the rise of the cryptocurrency, BofA Securities says.

Many investors welcomed the market’s recent decline as an opportunity to buy the dip. That’s not the best strategy, argue two analysts.

On Tuesday evening, GE Vernova gave guidance for 2026 and 2028. The stock soared, as did J.P. Morgan’s price target.

Deutsche Bank analyst Scott Deuschle published an outlook report on the sector on Wednesday. He has some ideas for investors.

The used-car dealer has come into focus ahead of its inclusion in the S&P 500 on Dec. 22.

Analysts at Citi Research and Deutsche Bank hiked their price targets this week.

The firm sees a buying opportunity, despite the recent private credit market jitters.

Americans will be using 60% more electricity by 2045 than they do today, according to the electricity provider.

Deutsche Bank expects something surprising for the notoriously volatile car business in 2026: earnings growth.

The cruise operator has underperformed its peers this year and Goldman Sachs analyst see that continuing.

Microsoft looks set to be a major beneficiary from artificial-intelligence spending, but the news isn’t so good for Salesforce, according to a KeyBanc survey.

The streaming company intends to take on around $50 billion of new debt to fund the cash portion of the Warner Bros. Discovery acquisition.

Shares of Generac and Quanta Services rose after J.P. Morgan upgraded them to Buy.

A Deutsche Bank analyst cut her rating on shares to Hold from Buy.

The used-car retailer should outpace its closest rival in quarterly units sold in 2026, says BofA Securities.

Benchmark Equity Research downgrades Marvell stock to Hold from Buy on a potential misread of Amazon.com business.

Andrew Percoco took over car coverage for Morgan Stanley’s Adam Jonas. He shifted several ratings. Now Percoco says sell Lucid and Rivian stock and buy GM shares.

Morgan Stanley analyst Andrew Percoco launched coverage of Tesla stock with a Hold rating and $425 price target.

Most AI winners have traded on hopes for the far-flung future during this bull market.

Less than half of analysts say buy—but the percentage is increasing.