Street Notes


USA Rare Earth Falls After Deal Approval. What’s Next for the Trade.

Wednesday, USA Rare Earth said it had received U.K. approval to buy Less Common Metals.

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Walt Disney and 15 More Non-AI Stocks Worth a Look

Bank of America came up with 16 names that investors should consider buying. Renaissance Macro threw out a couple of sector ideas, too.

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AMD Stock Surges as Wall Street Weighs Its Odds Against Nvidia

The company still needs a few big deals to move toward its ambition of a double-digit share of the AI data-center market.

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5 Reasons the Stock Market Could Sell Off—and Why They Don’t Make Sense

Wells Fargo analyst Ohsung Kwon says a sharp drop in the bank’s Sentiment Indicator last week has likely triggered a Buy signal.

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AT&T Stock Upgraded. The Case to Buy the Dip After Selloff.

Shares in the wireless carrier have slipped 11% over the past three months, but that's a good buying opportunity, according to KeyBanc.

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Gold Prices Rise Again. Why $5,000 Could Be the Next Stop.

Gold’s recent correction isn’t the start of a bear market for the yellow metal. Bulls point to more upside ahead.

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MP Materials Stock Rises on Upgrade. Why the Analyst Sees a ‘Buying Opportunity.’

Sunday, Deutsche Bank analyst Corinne Blanchard upgraded shares of MP Materials to Buy from Hold. Her price target went to $71 a share from $68.

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Viasat Stock Jumps on Wall Street Upgrade. What the Analyst Likes.

Brent Penter, of Raymond James, has upgraded shares to Buy from Hold. His price target is $52.

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Trump Accused Meat Suppliers of Fixing Beef Prices. What Tyson’s Earnings Show.

The meat supplier faces falling beef and pork volumes, but chicken sales are bucking the trend.

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Visa and Mastercard Strike a Fee Deal. The Winners and Losers.

The agreement would allow merchants to lower fees and reject certain credit cards. But what does it mean for the stocks—and shoppers.

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Eli Lilly Stock on Pace for a New High. The Zepbound Maker Just Got a Big Upgrade.

The bullish note comes after the company reached a landmark deal with the U.S. government.

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Investors Want Big Bets on Tesla and Nvidia Stock. Leveraged ETFs Are Falling Short.

Some of these risky funds have been missing their goals, Morningstar says.

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Affirm Stock Pops After Fintech Posts Earnings. What’s Behind the Gains.

Affirm reports a solid fiscal first quarter with certain metric standouts.

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Globus Medical Stock Soars After Earnings. Where It's Seeing the Strength.

Shares of the medical technology company are headed for their largest same-day percentage increase on record.

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E.l.f. Beauty Stock Suffers Worst Drop on Record After Earnings. What’s Startling Investors.

The retailer declined to provide guidance in the prior two quarters, citing tariff-related uncertainty.

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Duolingo Earnings Crush Estimates. Why the Stock Is Down 28%.

The language-learning platform posts record revenue but guidance disappoints.

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Caterpillar Stock Is Up. Why Wall Street Is More Optimistic.

Caterpillar hosted an analyst event in Texas on Tuesday. Now, Wall Street is weighing in.

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This Healthcare Stock Is the Worst Performer in the S&P 500 Today. Here’s Why.

Zimmer Biomet, the maker of knee and hip replacements, missed on quarterly sales estimates and lowered the top end of its outlook for full-year organic revenue growth.

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This Building Supply Stock Falls 29%. A Weak Housing Market Isn’t the Only Factor.

Trex reports weaker-than-expected quarterly earnings and sales and slashes guidance.

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Nvidia Isn’t This Analyst’s Top Chip Stock Any More. This Is the New Favorite.

Nvidia is set to benefit from the continued wave of AI spending but another chip company looks to have more upside right now, according to Jefferies.

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DraftKings and Flutter Stocks Are Falling. 2 Threats That Could Be Bigger Than Prediction Markets.

Prediction markets have put a squeeze on betting firms, but they might have bigger issues to worry about. BofA Securities downgraded DraftKings and Flutter.

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Boeing Stock Rises After Upgrade. Why It Remains a Wall Street Favorite.

Freedom Capital analyst David Silver upgraded the airplane maker’s shares to Buy from Hold. His price target went to $223 from $217.

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Rigetti Computing Stock Is Downgraded. Why This Analyst Prefers D-Wave Quantum and IonQ.

B. Riley Securities downgraded Rigetti to Neutral from Buy. The reasoning is straightforward.

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Costco Stock Has Had a Tough Year. Why This Analyst Made It a Top Pick.

The stock is rarely cheap, but an Oppenheimer analyst makes the case that it’s headed for bargain territory.

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Western Digital Stock Rises After Earnings Beat. Profits Are Growing.

The top seven customers of the hard-drive company have provided purchase orders through at least the first half of next year.

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