You may be facing a future tax bill you don’t know exists.

That’s because of a little-known risk in the booming muni market: the de minimis tax trap.

This Friday, Nov. 14, at 11 AM ET, we’re inviting Street Sheet Research members to our first-ever webinar, where we’re sitting down to demystify municipal bond strategy and its potential pitfalls with Ed Mahaffy, MBA, CFP®, ChFC.

If you own munis or you’re thinking about investing in them, this is a can’t-miss conversation that could potentially save you thousands of dollars.

One-click apply to join the call here.

— Brooks & Cas

VisionWave (NASDAQ: VWAV) might not be on your radar yet. But it should be.

The defense tech firm is leveraging cutting-edge AI to rewrite the rules of engagement. Backed by $50 million in institutional capital, validated through successful pilots with Tier-1 US defense contractors, and boasting a 5/5 Nasdaq Dorsey Wright Rating, institutions and analysts alike see the potential for exponential growth.

Now may be your best chance to get in on the ground floor, before the noise becomes too loud to ignore.

Sony $SONY ( ▲ 3.77% ) said its annual tariff burden will be about 30% lower than expected.

Nextracker $NXT ( ▼ 8.81% ) rebranded to Nextpower and projected 2030 revenue below some analyst expectations.

Alcon $ALC ( ▲ 2.69% ) beat Q3 earnings and reaffirming its full-year outlook.

GlobalFoundries $GFS ( ▼ 1.84% ) slipped despite posting stronger-than-expected earnings.

On Holding $ONON ( ▲ 17.99% ) raised guidance for a third straight quarter and topped estimates.

To monitor hot stocks in real time, check out The Street Feed.

📈 Upgrades

📉 Downgrades

This is just a fraction of the calls we feature all day on The Street Feed. Street Sheet Research Subscribers can see why the analysts upgraded or downgraded the stocks above and updated price targets. Get immediate access today.

Advanced Micro Devices $AMD ( ▲ 9.0% ) surged today after the chipmaker laid out an ambitious roadmap for its AI future.

Wells Fargo $WFC ( ▲ 0.08% ) thinks the surge is just getting started. The bank reiterated its Overweight rating and raised its price target to $345, which is about a 35% upside from current levels.

This came after CEO Lisa Su projected compound annual revenue growth of roughly 35% over the next three to five years, driven by soaring demand for AI chips.

Su said AMD’s data center AI business could grow around 80% annually in that same period, reaching billions in sales by 2027. She also expects AMD to capture a double-digit share of the data center AI chip market within five years. By 2030, the company sees the total AI data center market swelling to $1 trillion in annual revenue, and AMD wants a meaningful slice of it.

Wells Fargo’s Aaron Rakers said the firm remains confident in AMD’s ability to expand across multiple fronts, from CPUs and GPUs to server and PC markets. He noted AMD’s accelerating operating leverage and potential earnings power of more than $10 per share by 2027, possibly doubling to $20 by the end of the decade.

Risks remain, including fierce competition and execution pressure as investor expectations climb. But Wells Fargo said AMD’s refreshed financial framework signals a stronger long-term growth story.

If Su delivers on her forecast, AMD’s next act could cement it as the industry’s most dynamic challenger… and one of AI’s biggest winners.

As with any digital ad campaign, the important thing is to reach streaming audiences who will convert. To that end, Roku’s self-service Ads Manager stands ready with powerful segmentation and targeting options. After all, you know your customers, and we know our streaming audience.

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Reuters: Amazon $AMZN ( ▼ 1.97% ) faces a class-action suit alleging it penalized disabled New York warehouse workers for absences tied to medical accommodations.

CNBC: Toyota $TM ( ▲ 0.63% ) began production at its $13.9B North Carolina battery plant and plans up to $10B in new US investments as hybrid demand surges.

Axios: OpenAI’s GPT-5.1 update makes ChatGPT sound more natural and lets users pick tones like Friendly or Quirky, while speeding up simple tasks.

Bloomberg: Anthropic will spend $50B to build US data centers with Fluidstack, creating 3,200 jobs.

QZ: The US Mint struck its final pennies Wednesday, ending the coin’s 232-year run, after Trump ordered production halted to cut costs.

On Nov. 1, Street Sheet Research subscribers received our latest report, Trading the Tides. In it, we explored a trend shaking up global trade as we know it. Then, our analyst flagged one stock he thought was worth watching in response.

In the two weeks since, that stock is up roughly 9%.

You can unlock this name, the entire report, and every weekly and monthly report we publish moving forward by joining Street Sheet Research. We’ll deliver November’s report directly to your inbox as soon as you join.

There goes one more pillar of the American Dream…

Kelly Blue Book says the $20,000 car is officially a relic, as automakers phase out low-margin models for high-profit trucks and crossovers.

Time to short Carvana $CVNA ( ▲ 0.4% )?

Are you bullish or bearish on Viasat $VSAT ( ▼ 1.55% ) over the next 12 months?

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish

And, in response, you said: