Street Notes
The Stock Market Is Weaker Than It Looks. Why It’s Still a Buy.
Morgan Stanley is bullish on the S&P 500 over the next year, and likes discretionary goods, healthcare, financials, industrials, and small-caps too.
2 minute read
Albemarle Stock Rises After Big Pullback. What’s Behind the Lithium Miner’s Volatility?
The lithium miner is swinging wildly due to uncertainty around global lithium supply.
2 minute read
15 Stocks That Are Unfairly Beaten Down—and Look Like Buys
Microsoft, Oracle, and more make the list.
2 minute read
Elastic Earnings Beat Estimates. The Stock Is Falling Anyway.
A deceleration in cloud revenue growth disappoints investors, analysts say.
1 minute read
Buy Shares of This Drone Maker, Analyst Says. There Is More Growth Ahead.
Despite recent double-digit losses in the stock price, Wall Street is bullish on AeroVironment.
2 minute read
GE Vernova and 16 More Stocks for a ‘Nuclear Renaissance’
The outlook for nuclear technologies is as good as it’s been in a very long time.
3 minute read
Tech Stocks Have Had It Tough. Why Investors Shouldn’t Get Too Defensive Just Yet.
There are still reasons to consider buying the dip.
2 minute read
Honeywell Stock Catches a Rare Double Downgrade. Why the Bull Case Is Toast.
BofA Securities analyst Andrew Obin cut his rating on Honeywell shares all the way to Sell from Buy.
2 minute read
Disney Investors Are Looking for More Than Just Streaming Growth. Keep an Eye on Cruises.
The House of Mouse is spending big on its cruise segment.
2 minute read
Gold to Hit $4,900 in 2026, Goldman Says. The Rally Has Legs.
The metal’s struggles this month will likely turn out to be a blip, Goldman says.
2 minute read
Microsoft and Amazon Stocks Drop. This Analyst Downgrades Them ‘With a Heavy Heart.’
Rothschild & Co. Redburn analyst Alexander Haissl downgrades Amazon.com and Microsoft to Neutral from Buy.
3 minute read
Trump Says Saudi Arabia Can Buy F-35 Fighter Jets. Lockheed Martin Stock Gets a Boost.
The president’s statement came a day after Seaport analyst Richard Safran reiterated a bullish call on the stock.
2 minute read
MP Materials, Rare Earth Stocks Fall—Again
Positive comments from D.A. Davidson analyst Matt Summerville couldn’t stop MP Materials shares from falling again early Monday.
2 minute read
Dell Stock Got Crushed After a Rare Double Downgrade. The Case for Buying.
Higher prices for memory drives will weigh on margins, according to Morgan Stanley.
3 minute read
Rubrik Gets an Upgrade Ahead of Earnings. Why Analysts Are Torn Over the Cybersecurity Stock.
Mizuho analysts upgraded Rubrik to Outperform from Neutral ahead of third-quarter earnings.
2 minute read
MP Materials Stock Gets Another Upgrade. The Outlook Is Bright.
Friday, JPMorgan analyst Bill Peterson upgraded shares of MP Materials to Buy from Hold.
3 minute read
Tesla Perks Up as Wall Street Muses About Robots
Morgan Stanley analyst Adam Jonas is thinking about 2026 and what it means for AI, robots, and Tesla.
2 minute read
DoorDash Stock Gets an Upgrade, and a Little Love. The Pain Will Be Worth the Gain.
Wedbush Securities lifts its rating to Outperform from Neutral and says heavy spending next year will pay off in the long run.
2 minute read
Circle Is Down Almost 70% Since June. Has the Stablecoin Stock Hit Bottom Yet?
Shares of the stablecoin issuers are down almost 70% since June.
3 minute read
AI Data Centers Need Juice. The Next Hot Stocks Give It.
Power is now the way to invest in AI. Natural gas players and companies that upgrade the grid are on the radar of Gavekal Research’s Will Denyer.
2 minute read
Stock Investors Are Addicted to Risk. Berkshire and Microsoft Are the Antidotes.
Some investors are playing catch-up by investing in highly volatile stocks.
3 minute read
Circle Internet Stock Gets a Double Upgrade. Stablecoins Are Set to Explode.
J.P. Morgan changed its rating shares of the issuer of USDC to Overweight from Underweight after earnings.
3 minute read
Buy Micron Stock on Soaring Memory Chip Prices, Morgan Stanley Says
Analyst Joseph Moore says investors haven’t factored a tripling of memory-chip prices into their assessments of the company’s earnings potential.
1 minute read
Meta Stock Is a ‘Best Idea’ After Slump. Why It Can Gain 50%.
Wedbush Securities reiterated an Outperform rating and a $925 price target for the stock.
2 minute read
Oracle Stock Keeps Getting Crushed. It Can Soar 75%, Analyst Says.
Mizuho Securities reiterated an Outperform rating and a $400 price target for the shares.
2 minute read
