HAPPY WEDNESDAY TO THE STREET
Nvidia $NVDA ( ▲ 2.85% ) earnings are about to drop. Are you ready? Our Street Sheet Research subscribers sure are. We sent them a sneak peek earlier today to prepare for the potentially Street-shaking print.
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🟩 | US stocks finished higher, but not by much, as traders paused after a tech-led slide and waited on key AI earnings.
📈 | One Notable Gainer: MP Materials $MP ( ▲ 8.61% ) jumped after announcing a partnership with the US Defense Department and Saudi Arabia’s Maaden.
📉 | One Notable Decliner: Eversource $ES ( ▼ 12.45% ) fell after Connecticut blocked its planned sale of the Aquarion Water unit.
— Brooks & Cas
Sponsored by Biostem Technologies
One biotech firm has now delivered multiple profitable quarters, expanded its clinical presence, and strengthened its commercial reach across hospitals, ASCs, VA systems, and Medicaid programs. And yet you probably haven’t heard of it.
But that could change soon. A $25.50 Zacks price target for BioStem Technologies (OTC: BSEM) implies a whopping triple-digit upside for the biotech small-cap. Analysts see steady, disciplined progress for a company moving toward larger markets and higher visibility.
With a planned move to Nasdaq and growing demand for regenerative solutions, BioStem is positioning itself for the next phase of growth.
MARKET SNAPSHOT
All Stock Heatmap. Credit: Finviz
Market Movers
ALPHABET, NVIDIA, LOWE’S
Alphabet $GOOGL ( ▲ 3.0% ) hit an all-time high after launching its Gemini 3 AI platform.
Nvidia $NVDA ( ▲ 2.85% ) rose ahead of its highly anticipated Q3 earnings report.
Lowe’s $LOW ( ▲ 4.03% ) gained after beating Q3 earnings expectations.
Viking $VIK ( ▲ 5.05% ) climbed after topping Q3 revenue and EBITDA forecasts.
TransMedics $TMDX ( ▲ 14.01% ) jumped after its CEO disclosed a new share purchase.
To monitor hot stocks in real time, check out The Street Feed.
Tomorrow's Trade Idea, Today
DASH TO UPSIDE
Order Up
Jefferies just got more bullish on DoorDash $DASH ( ▼ 4.6% ) after a rocky stretch for the delivery giant. The firm upgraded the stock to Buy and lifted its price target $260 from $220, implying 28% upside from today’s close.
DoorDash shares have climbed this year, but they pulled back sharply over the past month. Jefferies believes this reset has made the company’s growth story look underappreciated.
Analyst John Colantuoni pointed to improved execution and a clearer investment roadmap as reasons for the renewed optimism. He noted that DoorDash’s spending plans for 2026 helped lower expectations. That creates room for the company to beat consensus if its performance exceeds the reset baseline.
Ad Growth Moves the Needle
Advertising is emerging as the biggest driver of margin expansion. Jefferies believes faster growth in high-margin ad revenue will more than offset roughly $200 million in planned investments next year. Efficiency gains across the US restaurant business should cover most of the remaining expense load.
The firm argues that a premium valuation is reasonable. Jefferies expects growth to accelerate if DoorDash pushes its advertising opportunity more aggressively or scales back non-core initiatives. The company’s ability to “under-promise and over-deliver” could create steady tailwinds.
DoorDash’s foothold in US restaurant delivery also remains strong. Jefferies pointed to rising usage among older cohorts as a sign of maturing habits. Delivery apps still represent a small share of total off-premise restaurant sales, suggesting more room for penetration.
Street’s Gotta Eat
Despite commanding roughly 65% share of US delivery apps, DoorDash is used by only a fraction of the adult population. Active users rely on it for a modest slice of their total meals.
Jefferies believes this leaves meaningful room for expansion, and argues that international markets and new verticals could add to that momentum. After all, broader society’s bound to come around to the “burrito taxi” sometime. Right?
Sponsored by BioStem Technologies
Recent clinical trials for BioStem’s BioREtain® technology, which delivers structural and biological support to accelerate healing, showed clear advantages over standard care. That boost in validation opens the door to broader reimbursement and deeper adoption in wound care.
With institutional visibility rising and a planned Nasdaq uplisting on the horizon, BioStem’s growth runway may be widening at the right time.
OVERHEARD ON THE STREET
Axios: Target $TGT ( ▼ 2.77% ) will let customers shop directly in ChatGPT, offering AI-built baskets and checkout options as part of its agentic commerce push.
Newsweek: OpenAI launched ChatGPT for Teachers, a free K-12 focused platform through 2027 with added privacy features.
WSJ: Paramount $PSKY ( ▼ 3.85% ) held early talks with Middle East sovereign wealth funds about backing its bid for Warner Bros Discovery $WBD ( ▼ 2.53% ).
CNBC: Luma AI raised $900M led by Saudi-backed Humain, lifting its valuation above $4B as it expanded its multimodal world model tech.
TechCrunch: Spotify $SPOT ( ▼ 2.82% ) introduced new features, including SongDNA, to highlight the creators behind tracks and show how songs are connected.
TUESDAY’S POLL RESULTS
In which sector will Washington find its next "national champion"?
▇▇▇▇▇▇ 🔋 Critical Materials
▇▇▇▇▇▇ ⚡ Energy
▇▇▇▇▇▇ 💾 Semiconductors
▇▇▇▇▇▇ ❓ Other
And, in response, you said:
⚡ Ernergy — “We can lead the world on energy supply if allowed by the Courts to explore further.”
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