Street Notes
Eli Lilly Stock Gets Downgraded. It Faces Stiff Headwinds After Strong Run-Up.
Eli Lilly, the maker of Zepbound and Mounjaro, faces stiff price competition in the coming year, HSBC says.
2 minute read
Amazon Is Set to Gain From AI, Analyst Says. The Stock Looks Cheap.
Needham analyst Laura Martin cites several reasons she thinks Amazon is set up for success in a world dominated by AI.
2 minute read
AI Data Centers Are Running Hot. Buy This Stock, Analyst Says.
Jefferies analyst Stephen Volkmann has reinstated his Buy rating on Eaton stock. His price target is $430 per share.
2 minute read
Meta Could Save Over $6 Billion With 20% Job Cuts. It May Not Make Much of a Dent, Says J.P. Morgan.
J.P. Morgan projects cost savings in the range of $5 billion to $6 billion annually if Meta were to cut 20% of its workforce.
3 minute read
Circle Internet Group Is Rising. Buy the Stablecoin Stock, Analyst Says.
Clear Street upgrades Circle Internet Group stock to Buy from Hold and lifts its price target to $136 from $92.
3 minute read
Qualcomm Gets Another Sell Rating. Why the Stock Could Drop 23%.
Seaport Research Partners downgrades Qualcomm stock to Sell from Neutral with a price target of $100.
2 minute read
Micron Drums Up Support Into Earnings. Rising Memory Prices Are a Boon to the Stock.
Micron Technology has surged 302% over the past 12 months. Those gains might continue, say analysts.
2 minute read
Wall Street Is Bracing for a Longer War in Iran
For investors, the rhetoric has gone from the conflict being “over very soon” to “high oil prices for a year” in the span of a few days.
4 minute read
Why a Stock Market Selloff Looms, According to a Technician, an Economist, and a Permabear
“I think what we saw over the prior 27 days was just the first stage of a deeper correction.”
3 minute read
Big Tech Has Lost Its Bark, but Not Its Bite. Size Still Matters.
The Mag Seven ETF is lagging behind small-caps and equal-weight tech. It would be a mistake, though, to count out tech’s heavyweights.
3 minute read
Nike Stock Gets an Upgrade. Investors Are Too Skeptical, It's Time to Buy, Analyst Says.
Barclays upgraded Nike stock, citing operational progress and disciplined management.
1 minute read
Schwab Stock and 9 Other Bargains to Buy Right Now
It’s time to buy the dip. Here are 11 companies that look beaten-down and have been scooped up by company insiders.
3 minute read
Micron Stock Is Surging. What Wall Street Is Watching Ahead of Earnings.
Analysts at Citi and Susquehanna boost their price targets for Micron stock.
3 minute read
GE Vernova Stock Gets Rare Double Upgrade, Top Price Target. The Case to Buy.
Rothschild & Co. Redburn analyst Simon Toyne upgraded GE Vernova to Buy from Sell, according to FactSet.
2 minute read
Dow Stock Jumps. A Plastic Product Is Proving Profitable.
RBC analyst Arun Viswanathan upgraded shares to Buy from Hold. His price target went to $40 from $29 a share.
1 minute read
Apple Faces a Memory Crunch. Why Analysts Say the Stock Is Still a Buy.
Citi reiterates a Buy rating and a $315 price target on Apple stock despite skyrocketing memory costs.
2 minute read
Tesla Stock Slips. Its Losing Streak Continues.
Tesla’s energy storage business is worth more that $100 billion, according to William Blair.
2 minute read
Burlington Stores’ Strong Year Should Lift the Stock. What Comes Next.
There’s hope that this could be the year that Burlington delivers more predictable same-store sales growth.
3 minute read
Ciena Stock Stabilizes After Big Drop. These Firms Say It’s a Buy.
Analysts at BofA, Citi, and Barclays have Buy-equivalent ratings on the networking stock.
2 minute read
Trade Desk Stock Surged on a Possible OpenAI Deal. It Got Way Ahead of Itself.
Wedbush analyst Alicia Reese downgrades Trade Desk shares to Underperform from Hold.
3 minute read
Why Earnings From Quantum Pure-Plays Like IonQ Have Wall Street Salivating So Much
Analysts are optimistic over the growth prospects for IonQ, D-Wave Quantum, and Rigetti Computing.
4 minute read
Corning Stock Is Falling. Blame Broadcom.
Broadcom CEO Hock E. Tan talks down the near-term potential of optical fiber at artificial-intelligence data centers.
2 minute read
Astera Labs Stock Initiated at Buy. Why It Can Still Be an AI Winner.
Loop Capital initiates coverage on the AI silicon stock with a Buy rating and $250 price target.
2 minute read
Tesla Stock Rises After Buy Upgrade. Why There's Hope Its 2026 Slump Will Reverse.
BofA upgraded Tesla stock to Buy from a recent Hold rating. The broker’s price target is $460 a share.
2 minute read
MongoDB Stock Tumbles 21%. Why Analysts Still Say Buy.
MongoDB stock was on pace for its largest percentage decrease since March 6, 2025.
2 minute read
