Street Notes


Wealthfront’s IPO Was Lackluster. Goldman Sachs Is Still Skeptical.

Shares of the robo-advisor’s stock are trading below their offering price. The investment bank sees a risk from falling interest rates.

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Tesla Stock Could Be Worth Just $80

A former Fidelity portfolio manager posted a valuation for Tesla on Saturday. It’s low.

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AI Is ‘Transformative’ for Economy. Duolingo and 5 Other Stocks to Play the Shift.

Is artificial intelligence overhyped? Not a chance, according to analysts at Truist Securities.

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This AI-Powered Marketing-Tech Stock Is Up 10% on OpenAI Partnership

Zeta Global Holdings says it plans to power its AI agent, Athena, using OpenAI’s models.

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Palantir Stock Is Ridiculously Expensive. Why This Analyst Just Rated It a Buy.

Palantir stock was given a Buy rating by Truist Securities, which dismissed worries about its valuation.

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The S&P 500 Bull Run Is 3 Years Old. 2026 Could Bring a New Round of Gains.

By October, the S&P 500 had rallied 98% over the 36 and a half months from its October 2022 lows.

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A SpaceX IPO Could Be the Biggest Ever—and a Springboard to Data Centers in Space

CEO Elon Musk appeared to confirm plans for a listing in December. The company could seek to raise $30 billion.

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2 Tech Stocks That Could Be Winners If the OpenAI Boom Turns to Bust

AI stocks could be hit if OpenAI can’t sustain its growth—but Pivotal Research says these two technology companies would still be good bets.

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This Stock Faces ‘Unprecedented AI Demand.’ It’s One Analyst’s Top Pick.

Bernstein upgrades ASML Holding stock to Outperform from Market Perform.

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Intel Stock Gets an AI Upgrade. Why This Analyst Is Optimistic.

Marvell and Intel push ahead, but Nvidia and Broadcom are still top picks for Melius.

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TSMC Stock Is a Buy, Says Goldman Sachs. Why It Can Climb 46% This Year.

The bank reiterated a Buy rating on the chip manufacturer and raised its target for the price.

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IBM Stock Gets Upgraded to Buy. Why This Other Tech Stock Was Downgraded.

Jefferies upgrades shares of the tech giant while downgrading Adobe as part of its review of the software sector.

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Duolingo Had a Disastrous 2025. Why BofA Thinks the Stock Can Surge in 2026.

The platform is more than just a language-learning app, the bank says.

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AT&T Stock Is on a Bad Run. Why 2026 Could Be a Good Year.

KeyBanc analyst Brandon Nispel expects the wireless carrier to beat rivals Verizon and T-Mobile in the race for convergence.

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CoreWeave Stock Gains. Why This Hater Just Upgraded the Shares.

CoreWeave stock got an upgrade to Neutral from Underperform from D.A. Davidson analyst Gil Luria, a vocal critic of the company.

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Software Has Been Battered by AI. Shopify, Veeva, and 3 More Stocks to Play a Turnaround.

Software stocks have been hit by fears of competition from artificial intelligence but these five companies can thrive in the AI era, according to Oppenheimer analysts.

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Vertiv Stock Is an AI Winner Set for More Gains. Recent Volatility Could Be a Good Thing After All.

Barclays upgrades Vertiv to Overweight from Equal Weight with a $200 price target, up from $181.

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Baidu Stock Surges as Chip Unit Files for IPO. Chinese AI Thrives in Nvidia's Absence.

Baidu rises sharply as it prepares to list its artificial-intelligence chip unit, taking advantage of a frenzy of Chinese investor interest in domestic AI technology.

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Apple Stock’s Growth Trajectory Is Challenged in 2026. Why This Analyst Is Staying on the Sidelines.

Raymond James strikes a cautious tone as it resumes coverage on shares of the iPhone maker.

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The 5 Best Stocks to Play AI in 2026, According to Wall Street’s Loudest Tech Bull

Wedbush Securities’ Dan Ives says the “AI revolution” is just getting started.

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China’s New AI Chip Is a Threat to Nvidia. Remember DeepSeek.

China keeps advancing its artificial-intelligence tech base. That can’t be ignored.

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Alphabet Stock Can Rise Another 22%, Analyst Says. Here’s Why.

Google stock has risen 66% this year and is on pace for its best year since 2009.

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Boeing Stock Is on a Roll. Why It Could Gain 25% in the Next Year.

Boeing stock has outperformed the market this year and could do so again in 2026, according to Tigress Financial Partners.

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Take-Two Stock Has Been Hurt by GTA 6 Delays. Bet on a 2026 Hit, Analyst Says.

The stock fell when the developer said last month that Grand Theft Auto VI would be released in November next year.

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Scoop Up This Ice Cream Stock. Why It Could Rally 10%.

The shares should still benefit from projected declines in raw materials costs over the next two years.

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