Street Notes
Why Disney Stock Is the Real Winner from the Warner Takeover Battle
The consensus in Hollywood is that Disney has done well to sit this one out, said MoffettNathanson analyst Robert Fishman.
2 minute read
Rocket Lab Stock Has Been a December Darling. It Has More Room to Rise, Say Analysts.
Needham & Co. boosts its price target on Rocket Lab’s stock to $90 from $63.
2 minute read
Reddit Stock Has Been Stuck Since August. This Firm Just Made It a Top Pick for 2026.
Needham & Company rates Reddit stock a Buy heading into 2026, reiterating a $300 price target.
2 minute read
Alibaba Has Soared. China Tech Stocks Can Ride the AI Wave Further, Says Goldman.
This was a great year for Chinese stocks, and especially for big technology names.
3 minute read
This Pharma Stock Had a Rough Year. Why One Analyst Thinks It Can Rise 250%.
Vaxcyte keeps its place among Mizuho Securities top picks entering 2026.
2 minute read
Tesla Stock Falls Despite Wild 2026 Prediction From Bull
A forecast that the company could have robo-taxis in 30 cities by the end of next year lifted the share price early on Friday.
3 minute read
Don’t Buy Lockheed Stock, J.P. Morgan Says. Buy These 3 Instead.
J.P. Morgan downgraded shares of the defense contractor. KeyBanc suggested stocks in drone and rocket technology.
3 minute read
CoreWeave Stock Soars. It Got a Buy Rating With a Big Asterisk.
Citi renewed its coverage of the AI infrastructure stock with a Buy rating and added a High Risk designation.
2 minute read
Rivian Is Entering Its R2 Era. The Stock Is a Buy for Baird.
Baird analyst Ben Kallo upgrades Rivian shares to Buy from Hold.
1 minute read
Disney Stock Is This Analyst’s Top Media Pick. Why It Can Bounce Back.
Wells Fargo analyst Steven Cahall says buy the House of Mouse.
2 minute read
Micron Earnings ‘Best’ in Chip History After Nvidia. How Its Stock Became the New AI Darling.
According to the major chip supplier, there is no sign of weakness yet in the AI buildout.
2 minute read
AI-Development Spending Is Huge. Why Few Organizations Are Using It.
As AI developers spend hundreds of billions, organizations are slow to embrace the technology, UBS analysts have found.
2 minute read
AI Power Stocks for 2026
Electricity is a hot commodity in the age of artificial intelligence.
2 minute read
Buy IonQ and D-Wave, Hold Rigetti. How Analysts Are Playing Quantum Stocks in 2026.
Analysts at Jefferies and Wedbush Securities initiate coverage of IonQ, Rigetti Computing, and D-Wave Quantum.
3 minute read
Broadcom Stock Got Stomped. Why It's Still J.P. Morgan's Top Chip Pick.
Broadcom stock has tumbled after its earnings. That's a huge buying opportunity for J.P. Morgan analysts.
2 minute read
Lockheed Martin’s Winning Streak Ends After Downgrade
Coming into Tuesday trading, shares of the defense contractor were up for 10 straight trading sessions.
2 minute read
Palantir Stock Is Up. 2 Factors Boosting Shares Now.
Despite Palantir stock’s rich valuation, a BofA analyst rates shares Buy, with a lofty price target. And the Trump administration launches its government-wide Tech Force.
2 minute read
Gold Miners’ Stocks Are Outrunning Gold. It Won’t Last.
The VanEck Gold Miners exchange-traded fund is up 150% in 2025.
2 minute read
GE Vernova’s New Business Looks Like Another AI Data Center Play
The company has been developing its fuel cell technology for years.
3 minute read
Buy Micron Stock, Analyst Says. Look at Soaring Memory Chip Prices.
The company has become a key supplier of high-bandwidth memory.
1 minute read
The 3 Best Chip Stocks to Buy for 2026, According to an Analyst
Shares in the industry offer attractive opportunities even after the sector’s big run this year, according to Jefferies.
2 minute read
Cash Holdings Hit Record Lows as Investors Go Big on Stocks. What History Says Happens Next.
Global fund managers are plowing into stocks ahead of next year’s ’run it hot’ economic forecast.
3 minute read
Honeywell, GE Vernova, and 5 More Trendy Industrial Plays With AI Ties
The seven stocks that earned Buy ratings from Evercore ISI are all based in the U.S. and Europe.
2 minute read
Who Is Broadcom’s Mystery Customer? Wall Street Has Some Guesses.
CEO Hock Tan said there was a fifth customer for AI chips that ordered $1 billion of chips for delivery in late 2026.
2 minute read
Boeing, GE, and 10 More Stocks to Play Aerospace & Defense ‘Megatrends’
The aerospace and defense industry is primed for outperformance, according to Citi.
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