Street Notes
Google or Meta Stock for AI? This Analyst Prefers the Search Company.
Alphabet is closer than Meta to seeing returns on its artificial-intelligence investments, making shares of the search company a better bet for the short term, Oppenheimer says.
2 minute read
Disney Stock Caught a Price Target Hike. Three Things to Watch Ahead of Earnings.
Here's what investors should look out for when the House of Mouse reports quarterly earnings on Nov. 13.
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Sell Tesla Stock, Analyst Says. Why Shares Are Rising.
Thursday, BNP Paribas Exane analyst James Picariello launched coverage of Tesla stock with a Sell rating and $307 price target.
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Buy Deere Stock, Analyst Says. Why Shares Caught an Upgrade.
UBS analyst Steven Fisher raised his rating to Buy from Hold.
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This Space Stock Has Gone to the Moon. It Caught a Rare Double Downgrade.
Friday, Barclays analyst Mathieu Robilliard cut his AST SpaceMobile rating to Sell from Buy.
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AMD Stock Has Ample Room to Rise, Say Analysts. Thank Oracle and Meta.
BofA Securities raised its target for the stock price.
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Jefferies Stock Is Upgraded. Concerns Over First Brands Bankruptcy Are Overblown, Say Analysts.
The investment bank’s exposure to First Brands ‘is in reality very limited,’ say Oppenheimer analysts.
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Play the AI Boom With Credo Stock, J.P. Morgan Says. It’s Got Big Potential.
The company is a leader in high-speed data connections used in AI data centers.
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Zions Loan Loss Sent the Market Spiraling. Why This Analyst Just Upgraded the Stock.
Baird upgrades Zions Bancorp stock to Outperform from Neutral amid selloff.
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There’s a New Rare-Earth Stock for Investors to Buy
Baird analyst Ben Kallo launched coverage of Ramaco Resources stock with a Buy rating and a $63 price target.
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Sell This Lithium Stock, J.P. Morgan Says. Shares Could Fall 50%.
J.P. Morgan analyst Bill Peterson downgraded shares of Lithium Americas from Hold on Thursday.
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Netflix and Spotify Partnership Is a ‘Win-Win’ for Both Companies
Some video podcasts normally streamed exclusively through Spotify will be available to view on Netflix in 2026.
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Micron Stock Is Up 140% and Analysts Predict Even More Big Gains. AI Is Why.
Citi Research and UBS maintained a Buy rating and boosted their price targets.
3 minute read
T-Mobile Stock Catches an Upgrade. The Shares Could Gain 15%.
The company is strategically ahead of peers Verizon and AT&T, with the broadest 5G coverage, Wells Fargo analysts say.
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GE Vernova Stock Fell With Latest Call to Sell
Investors have to digest one downgrade and two price-target hikes from analysts.
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Amphenol Gets an Upgrade. There’s More to the Story Than AI Data Centers.
The maker of fiber-optic cables and connectors was named a Barron’s stock pick in January.
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Sunrun Stock Rises. There’s Hope for Better Shareholder Returns.
BMO analysts upgraded the stock to Market Perform from Underperform and hiked their price target to $19 from $10.
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Broadcom and 2 More Chip Stocks to Play the AI Boom (That Aren’t Nvidia)
Broadcom and two other semiconductor companies look like good bets ahead of earnings, according to Oppenheimer analysts.
3 minute read
Caterpillar Stock Jumps. Its AI Potential Is Bigger Than You Think.
JPMorgan says the stock is a buy. It’s about more than construction machinery.
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Salesforce’s Dreamforce Conference Kicks Off. CEO Benioff Touts AI Tool Agentforce.
CEO Marc Benioff took the stage at Dreamforce to promote “a new “Agentforce.” Northland Securities downgraded Salesforce stock Tuesday morning.
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Tech Is Valued as if AI Is the Next Smartphone. It Isn’t.
Investors don’t care if AI stocks are pricey as long as companies deliver hefty profits. But what happens if those profits shrink a lot?
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PayPal’s Tough Year Gets Worse. Goldman Sachs Cuts the Stock to a Sell.
Shares of the fintech are down nearly 20% this year and a rebound may not be in sight for a while..
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9 Stocks to Buy Before Their Earnings Reports
Stocks like Adobe and Okta have room to climb if their earnings beat expectations.
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Intel and Texas Instruments Stocks Are Downgraded Ahead of Earnings. There Are Multiple Challenges.
The semi companies face unique challenges that are only compounded by competitive pressure.
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Western Digital and Seagate Remain Buys Even as Stocks on Remarkable Runs, Citi Says
Citi lifts its price targets on shares of Western Digital, Seagate Technology, and Sandisk.
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