Street Notes
OpenAI Is Going on a Massive Spending Spree. These Stocks Stand to Benefit.
It isn’t just Oracle and Microsoft that will see a chunk of OpenAI’s massive spending.
3 minute read
Boeing Stock Rises After NTSB Crash Report. Analysts Remain Bullish.
Boeing stock has risen more than 30% since early December.
2 minute read
Sell GE HealthCare Stock, UBS Says. The Risks Aren’t Known.
Investors aren’t concerned enough about China competition or a generic rival, UBS says.
1 minute read
Rigetti and Quantum Computing Stocks Are a Buy, Says Analyst. Look Past the Criticism of Both.
Rosenblatt Securities initiates coverage on shares of both quantum companies at Buy.
4 minute read
Sandisk Stock Surges Again. Wall Street Can’t Keep Up.
Barclays boosts its price target on Sandisk. The stock is rising faster than analysts can update their estimates.
2 minute read
The Software Selloff ‘Seems Overdone.’ How the Stocks Can Bounce Back.
The shares fell on Tuesday in response to the launch of an AI agent that can help organize desktop files in response to instructions from a user.
2 minute read
Intel Is Getting Better. That Doesn’t Make the Stock a Buy, This Analyst Says.
Intel stock has risen 34% over the past month but RBC's Srini Pajjuri is cautious on its prospects.
2 minute read
Copper Prices Fall After Peak. Why Goldman Says a Correction May Be Coming.
Copper prices look set to fall from all-time highs, says Goldman Sachs
1 minute read
Microsoft Stock Hits a 7-Month Low. Why Wall Street Analysts Are Backing a Recovery.
Microsoft stock has been hit in recent months but it should win out from increased IT spending this year, according to a KeyBanc survey.
2 minute read
Rivian Stock Dives After Second Sell Downgrade. Why Its Gains Have Made Wall Street Wary.
UBS analyst Joe Spak downgraded Rivian shares to Sell from Hold, according to FactSet. His price target went to $15 from $13 a share.
2 minute read
Spotify Stock Has Hit an Air Pocket. Don’t Give Up Hope, Analysts Say.
Oppenheimer analyst Jason Helfstein and Bernstein analyst Ian Moore cut their price targets on the streaming company.
2 minute read
AppLovin Stock Just Got a New Buy Rating. Its Shares Are Tanking.
Evercore initiates coverage of AppLovin stock with an Outperform rating and an $835 price target.
3 minute read
Kids Are Competing for ‘Brainrots’ on Roblox. What It Says About the Stock.
“Escape Tsunami to Steal Brainrots” is one of the top games on Roblox. The game demonstrates the platform’s growth potential, Morgan Stanley says.
2 minute read
Tesla Stock Slips. Why This Analyst Is 'Tactically Constructive' Anyway.
2026 needs to be the year of AI execution to keep Tesla stock strong.
2 minute read
Intel Stocks Surges. It’s Shaping Up to Be a Good Year for Chip Makers.
Intel and AMD gained after being upgraded by KeyBanc analyst John Vinh.
2 minute read
Arm Stock Is Falling. Its Biggest Customer Might Be Masking Larger Problems.
Japan’s SoftBank owns around 90% of Arm, and it is also the company’s cornerstone customer.
2 minute read
Sell Rivian Stock. It Needs More AI, Analyst Says.
Tesla has a steady drumbeat of AI news, while Rivian has a vacuum of it, an analyst says.
2 minute read
GE Vernova Gets a New Price Target. It’s the Highest on Wall Street.
GLJ Research analyst Austin Wang raised his price target for GE Vernova shares to $1,087, up 75% from recent levels.
2 minute read
Intel Stock Gets a Price-Target Raise. Why Wall Street Doesn’t Trust the Gains.
The chip stock has rallied hard following President Donald Trump's praise for its CEO. Analysts still see issues for the company.
2 minute read
2 Stocks That Will Benefit From Trump’s Call to Cap Credit-Card Interest Rates
Mizuho Securities says fintech companies like SoFi and Affirm could benefit from Trump’s proposed cap on interest rates.
3 minute read
Akamai Stock Is Rising. Something Rare Just Happened.
Morgan Stanley, who just double-upgraded Akamai, dubbed the tech company its ‘top value idea’ for 2026.
2 minute read
Comcast Assets Are ‘Significantly Undervalued.’ Buy the Stock, Analyst Says.
BofA Securities analyst Jessica Reif Ehrlich upgraded shares of Comcast to Buy from Neutral.
2 minute read
Palantir Stock Upgraded to Buy. Its Shares Have ‘Broken’ All the Rules.
Shares of the data-analytics company are upgraded to Buy from Hold at Citi Research.
2 minute read
Microsoft Stock Can Rise 37%, Goldman Says. It Has Lots of Ways to Gain From AI.
No single element of the company’s artificial-intelligence strategy stands out to the bank, but that is a feature, not a bug.
3 minute read
TSMC’s Revenue Outlook ‘May Disappoint,’ Says Analyst. There’s a Silver Lining.
The company, which dominates the market for manufacturing high-end chips, is scheduled to report its earnings on Thursday.
1 minute read
