Street Notes
Plug Power Keeps Surging. What’s Driving the Optimism.
Plug Power stock has more than doubled in the past month.
2 minute read
Coinbase Stock Is on a Tear. Why It Just Got an Upgrade.
The crypto exchange is diversifying its revenue streams, says Rothschild & Co Redburn.
2 minute read
Apple Stock Cut to Equivalent of Sell. Why This Analyst Threw in the Towel.
Jefferies analysts argue that better demand for the iPhone 17 has led to unrealistic expectations.
2 minute read
Quantum Computing Stock Could Rise 67%, Says Analyst. Here’s Why.
Ascendiant Capital Markets reiterates a Buy rating and raises the price target on Quantum Computing to $40 from $22.
3 minute read
Tesla Stock Drops Despite Record Quarterly Deliveries. What Drove the Big Beat.
The company delivers 497,099 cars in the third quarter, up 29% from the prior quarter.
4 minute read
ConocoPhillips, KKR, and Wyndham Stock Could Have a Rough October
Stocks that could face selling pressure at the end of 2025 could be worth a look for long-term investors.
3 minute read
Buy Novo Nordisk Stock as Health Names Return to Favor, Analyst Says
HSBC made the call as it listed the pharma stocks it sees as best positioned to play a recovery in the sector.
3 minute read
Weak Jobs Numbers Won’t Derail a Hot Economy. 3 ETFs to Buy.
Despite the job losses reported by ADP, the economic picture isn’t so scary. Here are three ETFs that offer exposure to areas of growth, according to Sevens Report’s Tom Essaye.
3 minute read
AT&T Stock Gets a Downgrade. Why ‘Free’ iPhones Are Partly to Blame.
A Barclays analyst changed his rating on shares to Equal Weight from Overweight.
2 minute read
AppLovin Was the S&P 500’s Top Stock in Last Quarter. Wall Street Expects More Gains.
Analysts at BofA Securities and Citi reiterated Buy ratings for the stock and raised their targets for the price.
2 minute read
Sunrun Stock Is Up 100% This Year. Why Analysts Expect the Gains to Continue.
Jefferies analysts upgrade shares of the solar panel provider to Buy from Hold and raise their price target to $21.
2 minute read
Apple Stock Gets a New Buy Rating Despite ‘Existential Questions
Seaport Research Partners initiates coverage on the iPhone maker with a $310 price target.
3 minute read
Marvell Stock Is Downgraded. Future Sales to Amazon and Microsoft Are Uncertain.
TD Cowen cuts its recommendation on Marvell stock to Hold from Buy and reduces its price target to $85 from $90.
2 minute read
ASML Has Fans Ahead of Earnings. 2 Reasons to Believe in the Stock.
ASML stock has gained more than 30% in the past month. UBS analysts see grounds for the rally to continue.
3 minute read
Buy Freeport Stock After Mining Accident, BofA Says
BofA is “sufficiently confident” that risks following September’s fatal mining accident are priced in.
2 minute read
Robinhood Stock on Pace for Record Closing High. It’s Becoming the Everything App.
Shares of the brokerage platform are getting a boost from developments in both its ultra-luxury banking service and football prediction markets.
2 minute read
Oklo and NuScale Stocks Are Downgraded. What’s Spooking Analysts.
The valuations of some of the most-hyped developers of small modular reactors are being called into questions.
3 minute read
Fears About an AI Bubble Are Fading. That’s an Opportunity.
Dot-com era parallels are worth studying as the stock market powers higher.
3 minute read
IBM Stock Gains on Quantum Optimism. This Analyst Isn’t Convinced.
IBM’s quantum computers were used in bond trading and portfolio construction experiments.
3 minute read
Why Pinterest Stock Could Join Meta and Google Among the AI Winners
Online advertising could be set to gain from an “AI land grab” that could accelerate the whole market, according to Mizuho.
2 minute read
Why Uber and DoorDash Are This Firm’s Top Picks in Ride-Hailing and Delivery
Mizuho Securities initiates coverage on shares of DoorDash and Uber with Outperform ratings.
2 minute read
Delta, Comcast, and 4 More Stocks to Play the Experience Economy. There’s ‘Surprising Demand.’
Many people—especially the wealthy—are still prioritizing doing things rather than just buying things. TD Cowen found five stocks it likes despite a weak jobs market and inflation.
3 minute read
AppLovin Stock Rides Wave of Price-Target Hikes to a Record High
A dozen firms have raised their targets on the stock since August.
2 minute read
Western Digital Is the S&P 500’s Top Stock. One Firm Nearly Doubled Its Price Target.
Morgan Stanley and Rosenblatt Securities lifted their price targets on the back of strong hardware demand.
2 minute read
Lam Research Is on a Roll. It Still Has Room to Climb, Analysts Say.
The chip equipment company is poised to benefit from surging demand, Deutsche Bank says.
2 minute read
