Plus, how analysts feel after saying 100bps instead of 1% for the first time...
Plus, why Wells Fargo sees a turnaround for DraftKings, Morgan Stanley’s casualty of the “grocery wars”, and more.
Here’s everything you might have missed last week on Wall Street, and everything to watch in the week ahead.
Headlines turned toxic for this Korean retail giant, but customers didn’t leave — leaving analysts rethinking the risk.
Weight-loss drugs could quietly reduce fuel costs across major US airlines.
An award-winning finance writer argues valuations are starting points, not forecasts.
A recent collapse shows objective metrics can hide stark subjectivity.
Is this firm's recent breach a security scare or a buying window?
KLA Corporation has been one of the standout winners in semiconductor equipment. Bernstein says its run might not be over.
A small-cap is taking aim at one of the largest defense shifts in decades.
How is the internet's favorite forum turning data into dollars?
Why Morgan Stanley just hit the upgrade button twice on this cyber security stock.
Our three Sunday stories include a high-conviction Europe screen, a growth stock resetting expectations, and a global shakeup that could keep metals running.
Our 5 top tweets of the week include Wall Street's 'jump the shark' moment, why diversification doesn't always work, the prediction market problem in a nutshell, and more.
Plus, Oppenheimer’s 'golden opportunity for a breakout', why Freedom Capital believes Venezuela oil enthusiasm is 'unjustified', a big bank going full crypto, and more.
The revenue proof Wall Street wanted to see.
A quiet healthcare giant gets a fresh look.
Rising lithium prices put this rally back in play.
Why a dovish Fed could bring buyers back to boats.
The refinery names Wall Street rushed into.
This little-known quantum play could be headed toward a major catalyst.
Our three Sunday stories include a staple stock scrambling past the noise, a narrowing field in the AI race, and a policy delay reshaping a retail rebound.
Our 5 top tweets of the week include a truly big-picture outlook, robot driving test results, a question that no central bank models, and more.
Plus, a doubled price target from Aletheia, potential beneficiaries of the latest tariff delay, and much more.
