HSBC upgrades Block after workforce cuts boost earnings outlook.
Plus, is the Strait of Hormuz set to close?
UBS initiates MiniMax, citing share gains in China’s AI race.
Plus, announcing The Street Sheet's exciting new partnership...
A below-the-signal beneficiary of the fiber revolution.
Plus, insider trading just got one less workaround...
Plus, an unexpected beneficiary of a dead deal, a post-AI-selloff dip-buying opportunity, and a high-upside-potential call from an analyst with an average return of more than 80%.
Here’s everything you might have missed last week on Wall Street, and everything to watch in the week ahead.
Plus, Target is about to quietly rewrite your cereal aisle
Bernstein and BofA back TJX as an AI-proof retail compounder.
Plus, a cheap daily pill could shake up the blockbuster weight-loss market.
Oppenheimer upgrades Oracle, citing compressed multiples and cloud upside.
The AI boom. Defense supremacy. EV dominance. None of it survives without this.
Plus, Trump wants to give 401(k) perks to people without 401(k)s...
Luxury resale grows rapidly as brands lag behind.
Etsy trims the fat, and suddenly the numbers look different.
Plus, a fire sale on one of today's hottest commodities...
Meta copy
Raymond James double upgrades GPC ahead of business separation.
Starbucks is being valued like a growth stock. It would have to change its core business to become one.
Plus, a crowning achievement for a weight-loss winner...
UBS upgrades CBRE, calling AI office fears overdone.
Plus, why is Apple sitting out of the AI capex cycle?
Plus, a pick to benefit from supply chain digitization by a top 1% analyst, an under-the-radar energy player, and an “easy-to-own” digital gaming name with more than 60% implied upside.
