Street Notes
Palantir Has ‘Main Character Energy,’ Analysts Say. That Doesn’t Mean Stock Is a Buy.
Most analysts rate Palantir at Hold. That doesn’t stop them from praising the company’s business model.
3 minute read
UPS Stock Gets Downgraded Despite Solid FedEx Earnings. What’s Bugging the Analyst.
Friday, BMO analyst Fadi Chamoun cut is rating on UPS shares to Hold from Buy. His price target went to $96 from $125.
3 minute read
Airbus and 3 More Aerospace Stock Picks From Goldman Sachs
Friday, Goldman Sachs launched coverage of four European aerospace stocks with Buy ratings.
2 minute read
Micron Stock Stumbles After 12-Day Winning Streak. Wall Street Boosts Price Targets Ahead of Earnings.
Analysts at Barclays and Wedbush Securities boosted their price targets on Micron stock ahead of earnings next week.
2 minute read
Intel Stock Just Had Its Best Day Since 1987. Why This Analyst Says It’s Time to Sell.
While a multibillion-dollar investment by Nvidia does provide some upside to the struggling businesses, some see minimal improvement and recommend selling Intel stock.
2 minute read
Nvidia Stock Can’t Keep Up With Micron and Other AI Plays. Here’s Why.
Shares have been lagging behind other AI names. Is it China? Lower demand? Something else entirely?
3 minute read
CrowdStrike Stock Rallies. Wall Street Just Got a Nice Surprise.
Several analysts were increasing their price target on the stock Thursday.
2 minute read
FedEx Stock Drops on Downgrade. Headwinds Are Mounting.
Evercore ISI cuts its rating on shares to Hold from Buy and lowers its price target to $243 from $249.
2 minute read
Netflix ‘Has Won The Streaming Wars,’ Analyst Says. The Stock Is a Buy.
Loop Capital upgrades Netflix stock to Buy from Hold in a research note.
2 minute read
Walmart Stock Heads for a Record High. The Retailer Could Become a Leader in ‘Agentic’ AI.
The largest retailer in the U.S. has enthusiastically embraced artificial intelligence.
3 minute read
The Housing Market Is Stagnant. Zillow Stock Is Still a Good Bet, Analyst Says.
Bernstein upgrades Zillow Group stock to Outperform in a research note.
2 minute read
U.S.-China TikTok Deal Is a Cash Flow Story for Oracle. Here's Why.
Oracle’s TikTok arrangement is pretty important—and lucrative.
3 minute read
Buy CoreWeave Stock, Analyst Says. There’s No End in Sight to the AI Boom.
Hyperscalers could spend more on AI infrastructure than Wall Street anticipates, Raymond James says.
2 minute read
This Power Stock Is Up 5x Since April 2024. There’s More Room to Run, Analyst Says.
Monday, Melius analyst Rob Wertheimer upgraded shares of electrical infrastructure providers GE Vernova and Eaton to Buy from Hold.
2 minute read
This Bond Fund Yields 10%. Buy It if You Have the Nerve.
A Fed cut and a drop in the 10-year means you need to buy riskier junk bonds if you want higher yields. This ETF just might fill the order.
2 minute read
The Case for Buying Broadcom Stock Now, According to an Analyst
Macquarie Equity Research initiates coverage of Broadcom stock with an Outperform rating
2 minute read
Palantir’s Execution Has Been ‘Stunning.’ Why It Isn’t Time to Buy the Stock.
Mizuho analysts reiterated a Neutral rating and $165 target price on Palantir shares.
3 minute read
Fear of a Socialist New York Mayor Is Hurting SL Green Stock. That’s an Opportunity.
Zohran Mamdani’s rise to win the Democratic mayoral primary made him the favorite become the Big Apple’s next leader.
3 minute read
Prescription Drug Ads Face Big Changes. These Stocks Could Get Hurt the Most.
The ads wouldn’t be banned outright, however.
3 minute read
Novartis Catches a ‘Sell.’ Goldman Sachs Says the Stock Is Overvalued.
Only 20% of analysts tracked by FactSet rate the stock at Buy.
2 minute read
AppLovin Stock Could Rise 25%, Analyst Says. Here’s Why.
Shares of the mobile technology company have surged nearly 80% this year.
3 minute read
Buy GM Stock, Says Analyst. Tariff Bark Worse Than Its Bite.
Barclays analyst Dan Levy upgrades shares of General Motors and parts supplier Aptiv to Buy from Hold, while taking his view of the industry to ‘Neutral’ from ‘Negative.’
2 minute read
How a Paramount-Warner Bros. Merger Could Hurt Netflix
Media-industry consolidation looks likely, as David Ellison tries to build a new player that can compete with Netflix.
1 minute read
AbbVie Stock Hit a Record on ‘Big Win’ for Blockbuster Drug. The Case for Buying In.
The company is dealing with declining sales of its former cash-cow drug Humira.
2 minute read
Apple Delays iPhone Air Launch in China. What We Know.
A page on Apple’s Chinese site says iPhone Air ‘release information will be updated later.’
2 minute read
