Street Notes

Industrial and utility companies that mention the technology when discussing their results are outperforming those that don’t, according to 22V Research.

The semiconductor company’s relationship with top customer Amazon Web Services remains intact, Oppenheimer says.

The search and data-analytics company also boosts its fiscal 2026 guidance.

China’s e-commerce giant is now also an AI and cloud computing play. But this new role has risks that Wall Street is keenly aware of.

Chief information officers expect the company to claim the largest share of generative AI spending in the next three years.

Canaccord Genuity initiates coverage on shares of the nuclear start-up with a Buy rating.

Berenberg upgraded the stock to Buy from Hold in a research note.

Citi upgrades Tractor Supply to Buy from Hold, citing a potential rebound in foot traffic.

Wednesday, Deutsche Bank analyst Scott Deuschle upgraded shares of Northrop Grumman to Buy from Hold. He took his price up to $700 from $575 a share.

Wednesday, JPMorgan analyst Brian Ossenbeck downgraded FedEx shares to Hold from Buy. His price target went to $274 from $284 a share.

An accident at the company’s Grasberg mine in Indonesia has restricted copper production, lending strength to the price of the metal.

Analysts don’t have much to say about the lower-priced vehicles.

Wolfe Research and Seaport Research Partners both suggested buying the stock ahead of earnings this week.

The bank’s chief equity strategist says valuations now are different than in the late 1990s.

Dell’s growth potential in AI servers is the reason its targets look feasible, writes Melius Research analyst Ben Reitzes.

Mizuho analysts expect gross margins in Oracle’s cloud computing business to improve over time.

The market’s two biggest trades are telling different stories.

Evercore analyst Stephen Kim downgraded six public builders, including D.R. Horton and PulteGroup.

Skepticism about the stocks of private asset managers may represent an opportunity for investors.

‘The market is clearly worried about Verizon becoming more aggressive again,” BNP Paribas says.

Jefferies cut its call on the stock to Underperform from Hold and lowered its forecasts for earnings.

Seaport Research Partners analyst David Joyce upgraded shares to Buy from Neutral late Monday, while hiking his price target to $1,385 from $1,230.

Jefferies analysts upgraded Advanced Micro Devices to Buy from Hold, citing a ramp in demand for AI computing power.

There are signs that some of the structural problems that have dogged the sector are clearing.

Hoka parent Deckers takes the prize for returns on invested capital, Citi says.