Street Notes
Why Investors Are So Optimistic on Teva
The company‘s 2026 guidance and targets for 2027 and beyond should give investors a bit more cause for optimism.
1 minute read
Geopolitical Risks Are Mounting. Why Goldman Sachs Says Oil Will Keep Falling.
Despite pointed geopolitical pressures, Goldman Sachs thinks oil prices will fall in 2026.
2 minute read
Nike Stock Is on a Bad Run. Why It’s This Analyst’s Top Pick.
The sportswear retailer could become a dividend aristocrat at the end of 2026, having raised its payout every year since 2002.
2 minute read
How GE Vernova’s ‘Good Times’ Could Mean Bad Times for Its Stock
Baird analyst Ben Kallo cut his rating on the stock to Hold from Buy. He slashed his price target by $167 to $649 a share.
2 minute read
Why the Best Time to Own Generac Stock Is Now
78% of analysts covering the stock rate share Buy, according to FactSet.
2 minute read
Qualcomm Stock Falls After Downgrade. The Apple Supplier Has an iPhone Problem.
Mizuho Securities downgrades Qualcomm stock to Neutral from Outperform.
2 minute read
Apple Stock Set to Break Brutal Losing Streak. Why It Remains Evercore’s ‘Top Pick.’
The company is at risk of extending its losing run to eight sessions, but analysts at Evercore ISI remain bullish on the stock.
2 minute read
SolarEdge Stock Is Rising. These Analysts Expect More Sunny Days.
TD Cowen upgraded the stock to Buy from Hold in a research note Friday.
3 minute read
Southwest Airlines Stock Gets a Rare Double Upgrade. Why It’s Suddenly a Buy.
The carrier's potential earnings per share guidance is generating plenty of excitement on Wall Street.
2 minute read
This ‘Well Positioned’ Stock Can Win Regardless as Broadcom and Nvidia Square Off
Broadcom and Nvidia can both win in the AI chip maker but there's one stock which could benefit from either coming out on top, according to Mizuho.
3 minute read
Mattel Stock Gets a Downgrade. What Could Drive It South.
The toy company is still at risk from Donald Trump’s tariffs.
1 minute read
Alphabet Stock Gets an Upgrade. How Google’s Gemini Will Beat ChatGPT.
Alphabet stock will benefit as its artificial-intelligence takes market share from OpenAI's ChatGPT, according to Cantor Fitzgerald analysts.
2 minute read
IBM Stock Had a Good 2025. It’s This Analyst’s Top Pick for 2026.
Much of the negative noise surrounding IBM stock is unfounded, says one analyst.
3 minute read
Alcoa Stock Sinks on Downgrade. J.P. Morgan Is Picking Copper Over Aluminum.
J.P. Morgan downgrades Alcoa to Underweight from Neutral in a research note Thursday.
2 minute read
Roku Stock Can Rise Another 31%, Analyst Says
Evercore analyst Mark Mahaney upgrades shares of Roku to Outperform from In Line.
1 minute read
Bloom Energy Stock Jumps on $2.7 Billion Fuel Cell Deal. Why It Matters.
American Electric Power confirms a $2.65 billion agreement to buy Bloom Energy’s solid oxide fuel cells.
2 minute read
Applied Digital Teases New AI Hyperscaler Customer in 2026. The Stock Rises.
The data-center operator indicates it could finalize a lease with an unnamed client by the start of the year.
1 minute read
Trump Wants to Lower Housing Costs. How Fair Isaac and Equifax Could Benefit.
Greater loan origination volume could mean more revenue for Fair Isaac, Equifax, and TransUnion, says Clear Street.
2 minute read
Deckers Outdoor Stock Is a Sell. Promotions Are an ‘Unhealthy’ Sales Tool.
Piper Sandler downgraded shares of the footwear company to Underweight from Neutral.
2 minute read
First Solar Beat the S&P 500 Last Year. Why the Stock Is Down 10% Today.
Shares of the solar panel manufacturer were downgraded to Hold from Buy at Jefferies.
2 minute read
Apple and Dell Face Soaring Memory Prices. How the Stocks Can Handle the Threat.
Soaring memory prices are good news for SanDisk, Seagate Technology and Western Digital but not so cheerful for hardware companies such as Apple and Dell.
3 minute read
TSMC Stock Can Keep Winning From AI, J.P. Morgan Says. It’s Not Good for Intel.
Taiwan Semiconductor Manufacturing is the dominant AI chip manufacturer. Intel won't challenge it any time soon, according to J.P. Morgan.
3 minute read
The Casual Footwear Boom Is Over. It’s Bad News for Adidas.
As the pandemic-era trend toward “casualization” fades, Bank of America warns a prolonged industry downcycle could derail the company’s growth and pinch its margins.
3 minute read
Microchip Stock Surges 10%. Texas Instruments and Other Chip Makers Are Rising With It.
The chip maker boosts sales guidance for the second time for the quarter ended Dec. 31.
2 minute read
