Street Notes
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
Applied Materials Faces Growing Risks in China, Analyst Says. The Stock Falls.
Mizuho Securities downgrades the semiconductor-equipment company to Neutral from Outperform.
2 minute read
Trump’s Tariffs Help Trigger a Downgrade of FedEx and UPS Stocks. Why Shares Are Rising.
A BofA Securities analyst cut his ratings on FedEx and UPS. The besieged transporters’ stocks were moving up.
2 minute read
GE Aerospace Stock Is Ever-So-Close to a New Record. How It Can Get There.
The stock closed at a new 52-week high on Wednesday.
3 minute read
Micron Reports Earnings Soon. Watch for This Surprise.
The memory-chip maker has reaped the benefits of the artificial-intelligence boom in its recent quarters.
2 minute read
Synopsys Stock Rises. Why This Analyst Sees a Buying Opportunity After Wednesday's Pummeling.
The electronic design automation company remains a ‘compelling growth compounder,’ Mizuho says.
2 minute read
Tesla Megablock Is a ‘Game-Changer.’ The Stock Is Rising.
Tesla recently introduced new Megapack 3 and Megablock technologies for its energy storage business.
3 minute read
Trade Desk Stock Is Plummeting. Why It Faces Growing Concerns.
Morgan Stanley downgraded Trade Desk stock to Equal-weight from Overweight in a research note
3 minute read
UnitedHealth Stock Is a Buy. Analysts Cite ‘Conviction’ on Turnaround.
Morgan Stanley analysts left discussions with top executives more positive about the outlook, the bank said.
2 minute read
Buybacks Hit Record in First Half of Year. These Stocks Are Benefiting the Most.
A Goldman Sachs report shows that companies that have been more aggressive purchasers of their own shares, do better than the broader market.
3 minute read
AT&T Stock Rebounds After EchoStar and SpaceX Deal. Why the Shares Can Jump 10%.
The telecom stock was bouncing back after the EchoStar, SpaceX deal put the sector under pressure to start the week.
2 minute read
Boeing Stock Rises. Why This Cautious Analyst Upgraded It to Buy.
Monday, Vertical Research Partners analyst Rob Stallard upgraded shares of Boeing to Buy from Hold. His price target went to $270 from $242.
2 minute read
Can Alphabet Stock Keep Rising After Ruling? What Analysts Think.
Evercore ISI’s Mark Mahaney raised his price target on the stock to $300 from $240.
2 minute read
Bullish Stock Is Falling. What Analysts Say About the Latest Crypto IPO.
A host of investment banks release their first research notes on the crypto company after its initial public offering last month.
2 minute read
An AI Spending Slowdown Would Drag Down the Market: Goldman Sachs
Amazon, Alphabet, and Meta spend huge sums on AI. Their spending won’t keep growing like it is now. That’s bad for all stocks.
2 minute read
Strategy Stock Drops on S&P 500 Snub. It’s Still a Buy, Analyst Says.
The Bitcoin treasury company has reached all the benchmarks needed to get into the S&P 500 index.
2 minute read
Ford, Boeing, and Other Surprising Stocks That Could Be the Next AI Winners
Goldman Sachs strategists say investors need to look for companies that will get an AI productivity boost.
3 minute read
Paramount Skydance’s Turnaround Will ‘Take a Significant Amount of Time,’ Analyst Says
BofA Securities analyst Jessica Reif Ehrlich initiated coverage of Paramount Skydance with an Underperform rating.
2 minute read
Oracle Is Set to Report Earnings Next Week. What About the AI Play Has Analysts Excited.
Analysts see Oracle as a long-term beneficiary of AI adoption.
2 minute read
This Insurance Tech Stock Is Rising 16%. It’s Showing ‘Sustained Growth.’
Guidewire posts quarterly earnings and revenue that smashed Wall Street expectations.
1 minute read
Airbus Stock Catches an Upgrade. That’s Good for Boeing, Too.
Rock-solid demand is behind the positive call.
2 minute read
AMD Stock Slips. Don’t Expect AI Fireworks This Year, Analyst Says.
Seaport Research Partners downgraded the shares to Neutral from Buy.
2 minute read
Apple Stock Is Upgraded After Google Antitrust Ruling. It’s Not a Buy Just Yet, Say Analysts.
While the worst-case scenario is off the table, plenty of challenges remain, say MoffettNathanson analysts say.
3 minute read
Auto Parts Are Heating Up. BorgWarner Stock Catches an Upgrade.
Wednesday, Baird analyst Luke Junk upgraded BorgWarner stock to Buy from Hold. His price target went to $52 from $41 a share.
2 minute read
Don’t Call Them Comebacks. Ulta Beauty Stock and 4 More Turnarounds to Watch.
TD Cowen analyst Oliver Chen published an overview of the sector on Wednesday.
3 minute read
