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🐂 Bulls & Bears: Goldman flags Nvidia (NVDA) a fresh “Buy,” sets $185 target in new AI-chip coverage
Elite

🐂 Bulls & Bears: Goldman flags Nvidia (NVDA) a fresh “Buy,” sets $185 target in new AI-chip coverage

Piper Sandler downgrades Workday (WDAY) to Underweight as CIO survey hints at softer enterprise-app spend.

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🤖 Artificial Edge: Meta (META) lures top OpenAI talent with $300M offers in intensifying AI hiring war
Elite

🤖 Artificial Edge: Meta (META) lures top OpenAI talent with $300M offers in intensifying AI hiring war

Morgan Stanley says Amazon (AMZN) Web Services is poised to retake cloud share as Gen-AI demand accelerates.

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Stream Sheet

📺 Stream Sheet: Apple (AAPL) eyes U.S. Formula 1 rights in latest streaming power play

Netflix (NFLX) kicks off the weekend with Lena Dunham’s new rom-com series Too Much.

Midday Trade

🥪 Midday Trade: Texas Instruments (TXN) pops as TD Cowen moves to Buy

AMC Entertainment (AMC) also scores an upgrade at Wedbush on a brighter box-office outlook.

Chain Reaction

⛓️‍💥 Chain Reaction: MicroStrategy (MSTR) books $14 B unrealized bitcoin gain under new FASB rules

Coinbase (COIN) slides after H.C. Wainwright double-downgrades the stock on valuation.

 🗳️ Trump Tickers Daily: Coinbase (COIN) slips as reports link rival Binance to Trump-backed stablecoin plans
Trump Tickers

🗳️ Trump Tickers Daily: Coinbase (COIN) slips as reports link rival Binance to Trump-backed stablecoin plans

Freeport-McMoRan (FCX) in focus after Trump unveils 35 % Canada tariff

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Investment Ideas

🏎️ The Brad Pitt Effect

Analysts believe F1: The Movie could turbocharge a fire-hot stock — but probably not the one you think.

AM Action

☀️ AM Action: AMC Entertainment (AMC) jumps on Wedbush upgrade as markets eye new tariff risk

Performance Food Group (PFGC) rallies after report of US Foods (USFD) takeover interest.

🤖 Artificial Edge: Amazon (AMZN) weighs another multibillion-dollar Anthropic investment
Elite

🤖 Artificial Edge: Amazon (AMZN) weighs another multibillion-dollar Anthropic investment

Microsoft (MSFT) partners with Accenture to launch generative-AI cyber-security solutions.

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🧪 Lab Sheet: Gemini Genomics (GMNI) tops biotech buzz with 669% jump in search interest
Lab Sheet

🧪 Lab Sheet: Gemini Genomics (GMNI) tops biotech buzz with 669% jump in search interest

Spruce Biosciences (SPRB) and Hepion Pharma (HEPA) pipelines also pick up traction today.

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⛓️‍💥 Chain Reaction: JPMorgan (JPM) projects stablecoin market to top $500 B by 2028
Chain Reaction

⛓️‍💥 Chain Reaction: JPMorgan (JPM) projects stablecoin market to top $500 B by 2028

Bitget partners with Robinhood to launch tokenized Tesla shares under the “TSLAx” ticker.

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The Street Sheet

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🍄 Trip Sheet: Compass Pathways (CMPS) eyes FDA approval path after positive Phase 3 psilocybin data
Trip Sheet

🍄 Trip Sheet: Compass Pathways (CMPS) eyes FDA approval path after positive Phase 3 psilocybin data

CPO Dr. Guy Levine tells The Fly the company is already designing a late-stage PTSD trial while preparing providers for COMP360 rollout.

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🥪 Midday Trade: Roku (ROKU) pops on KeyBanc upgrade citing multi-year ad tailwinds
Midday Trade

🥪 Midday Trade: Roku (ROKU) pops on KeyBanc upgrade citing multi-year ad tailwinds

Goldman Sachs kicks off coverage on Nvidia (NVDA) with a Buy and $185 target.

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🔋 Green Energy? In This Economy?
Investment Ideas

🔋 Green Energy? In This Economy?

Conventional wisdom says the newly passed US budget bill will harm clean energy stocks. JPMorgan just named an exception that might prove the rule.


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