Street Notes
Novo Nordisk Stock Is Downgraded. There’s a ‘Tough Path Ahead.’
U.S. prescriptions for Novo's Ozempic and Wegovy drugs are stagnating, Morgan Stanley analysts said.
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10 Dividend Growers Whose Stocks Look Cheap
It isn’t easy to find stocks with a decent payout these days.
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Microsoft’s Grip on OpenAI Is Loosening. Why the Stock Remains a Buy.
Morgan Stanley reiterates Microsoft as a top stock pick in a research note.
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AppLovin Stock Keeps on Climbing. Why It Still Has Room to Rise.
AppLovin scores two price-target boosts ahead of the soft launch of its AI ads manager tool.
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Nike’s Skims Line Launches Today. Will It Be Enough for the Struggling Stock?
The Skims collaboration is a big swing for Nike, complete with a branded film, a marketing campaign featuring more than 50 Nike athletes, and dozens of new products.
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Why Apple’s New iPhone Could Be a Smashing Success—and Why Its Stock Could Hit $290
A survey of 4,000 U.S. customers signals interest in the iPhone 17 Pro models, Evercore ISI says.
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Warner Bros. Stock Gets Downgraded. Why Its Recent Rally Could Fade.
Warner Bros. is up 63% since Sept. 11, when a report said Paramount Skydance was preparing a takeover bid.
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Freeport Stock Divides Market After Copper Mine Tragedy. It's Upgraded and Downgraded.
After a tragic accident, Freeport’s copper production from its Grasberg mine in Indonesia will be impacted into 2026, estimates Citi analyst Alexander Hacking.
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CSX Stock Has Had a Bumpy Ride. It’s Time to Buy, Says Wells Fargo.
Thursday, Wells Fargo analyst Christian Wetherbee upgraded shares of CSX to Buy from Hold. His price target went to $40 from $37.
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Nvidia Stock Is Rising. It Can Gain 37% From Here, Says This Analyst.
Nvidia is set to be the principal beneficiary of more than $2 trillion in announced spending on AI infrastructure, according to Barclays.
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Oracle’s Debt Sale Is Loved by Bond Markets. But One Analyst Says It’s Time to Sell the Stock.
Oracle closed an $18 billion bond sale, the second-largest corporate deal of the year, on Wednesday.
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Bloom Energy Is an AI Darling. Why Investors Should Sell Anyway.
Analysts at Jefferies downgrade the fuel-cell maker to Underperform from Hold in a research note.
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Adobe Stock Is Downgraded. Generative AI Isn’t All It’s Cracked Up to Be.
Some analysts say the company’s investment in AI isn’t panning out.
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Amazon Stock Is the Mag 7’s Worst Performer. Why an Analyst Says It’s Time to Buy.
AWS, Amazon’s cloud-computing arm, is losing market share but could see revenue growth accelerate, according to analysts at Wells Fargo.
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Nvidia Expands Playbook With $100 Billion OpenAI Deal
The deal highlights the increasing ‘closed loop’ aspect of artificial-intelligence investments.
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Lululemon Downgraded. Decades-Low Valuations Aren’t Tempting This Analyst.
Baird lowered its rating for the stock to Neutral, arguing a sales recovery remains distant.
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Symbotic Stock Cut to Sell at UBS. Why Walmart Can’t Be the Only Big Customer.
The robotics company has a warehouse automation deal with Walmart.
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Palantir Stock Could Gain 18%. AI Software Engineers Are Its Superpower, Say Analysts.
Palantir trades at a high valuation even after a selloff last month. BofA Securities likes how the firm tailors software to individual customers’ needs.
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CoreWeave Stock Gets Two Upgrades. Investors Can Thank Nvidia.
Nvidia’s latest deals signal continued demand for CoreWeave’s services.
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Baidu or Alibaba? Why This Is the Stock to Play China's AI Boom.
The Chinese tech titans are benefiting from Beijing’s artificial-intelligence push. Nomura analysts see this as the better pick.
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Tesla Stock Rises on Another Price Target Hike. Record Highs Are in Sight.
Piper Sandler analyst Alexander Potter raises his price target on the stock to $500 from $400.
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Apple Stock Is Surging. The Phone 17 Has Sparked a Rebound.
Wedbush analyst Dan Ives raised his price target for shares on Sunday, citing an iPhone 17 upgrade cycle.
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Alphabet Stock Is on Fire. Microsoft’s Is Ice Cold. That Could Change—Very Soon.
Microsoft has lagged behind its big tech rivals this quarter. But its bull case is solid., writes a Melius Research analyst.
3 minute read
Teradyne Stock Is the Best Performer in the S&P 500. This Might Be Why.
The maker of semiconductor test equipment has a better chance to snap up market share, analysts say.
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Chip Equipment Sales Are Booming. These Two Stocks Just Got an Upgrade.
Analysts at Morgan Stanley upgraded Applied Materials and Lam Research.
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