Tariffs could make this the most expensive holiday season in years.

LendingTree says President Trump’s trade measures will raise prices by more than $40 billion, with the average American spending $132 more on gifts. Retailers are expected to absorb another $12 billion in added costs.

‘Tis the season for giving… and re-calculating your credit-card limit.

— Brooks & Cas

One quant trader spent decades studying human behavior in the markets before building an AI that learns like a trader — spotting patterns, testing reactions, and adapting in real time.

“What used to take me weeks to find the right setup,” he says, “this AI now finds in minutes — sometimes seconds.”

The result? A “Genetic AI” that thinks with discipline and trades with machine speed — turning chaos into clarity and data into measurable edges.

With tech stocks soaring on AI enthusiasm, some investors are searching for balance. Barron’s believes Boston Scientific $BSX ( ▲ 0.15% ) is just what the doctor ordered.

The medical-device maker continues to post consistent double-digit growth, driven by new cardiac products and steady surgical demand. Of the company’s expected $20 billion in 2025 revenue, roughly $13 billion comes from its cardiovascular unit, up 23% year over year. And analysts project another 13% increase to $14.9 billion in 2026.

The star performer is Watchman, a heart implant used for atrial fibrillation (AFib) patients who can’t take blood thinners. Sales surged 35% last quarter, capturing 90% of hospital purchases in its category. A key clinical trial, Champion-AF, could add momentum when results are released in early 2026.

Boston Scientific’s strategy hinges on targeted acquisitions.

It bought Elutia’s BioEnvelope business for $88 million and added Axonics for $3.7 billion, expanding its reach into urology and cardiac care. These bolt-ons have helped Boston Scientific diversify its pipeline and defend market share against rivals like Abbott $ABT ( ▼ 0.84% ) and Medtronic $MDT ( ▼ 0.3% ).

Free cash flow is expected to hit $3.4 billion this year, funding both R&D and future deals. Analysts see total sales rising 11% in 2026 to $23.4 billion, driving midteen earnings growth and potential upside toward 20% annually.

At about 30x forward earnings — below its recent 36x peak — Boston Scientific trades at a modest premium to the medical-device sector. That leaves room for expansion if growth stays consistent.

In a market chasing algorithms, Barron’s argues Boston Scientific offers something simpler: real innovation, reliable execution, and a steady pulse.

Coinbase $COIN ( ▲ 4.65% ) is quietly building one of the most valuable moats in digital finance — and analysts are taking notice.

Shares jumped Friday after the crypto exchange beat expectations with $1.87 billion in third-quarter revenue. But according to Bernstein, the real story isn’t capacity, but collaboration.

Coinbase is now linking arms with traditional banks like JPMorgan $JPM ( ▲ 0.54% ), Citi $C ( ▲ 1.01% ), and PNC $PNC ( ▲ 0.13% ), integrating crypto rails into their core systems. Bernstein’s Gautam Chhugani says Coinbase is “fast becoming the AWS of crypto financial infrastructure,” as it supplies the pipes and platforms that could one day power mainstream blockchain adoption.

Bernstein has an Outperform rating and a $510 price target, implying 48% upside from Friday’s close. The firm sees Coinbase’s strategy as a “generational business buildout” that transcends crypto’s price cycles.

Recent integrations let PNC clients buy, hold, and sell digital assets, while Chase customers can now link bank accounts, redeem rewards points, and fund wallets directly through Coinbase. Rosenblatt noted more than 1,000 companies already use Coinbase for stablecoin payments, with another 1,000 waiting to join.

Elsewhere, Needham highlighted accelerating demand for the company’s enterprise stablecoin infrastructure, while Barclays pointed to a “huge B2B opportunity” in cross-border payments. Together, these partnerships could cement Coinbase’s role as the go-to crypto backbone for global finance.

As institutions shift from skepticism to adoption, the exchange could evolve from a trading platform into a payments network, custody solution, and clearinghouse rolled into one. If Coinbase really is crypto’s AWS, the cloud may just be getting started.

Yesterday morning, in our weekly Street Sheet Research report, we covered why eVTOLs may be ready for takeoff, a tech giant’s unsung “second monopoly”, Nvidia’s quantum leap, and much more.

If you aren’t member yet, you’re missing out. Hit the button below for immediate access to the PDF and our real-time source of Wall Street news, The Street Feed.

A 25-year market quant’s AI model just flipped a switch inside the market — where early money is flooding a sector no one is talking about.  

More importantly, it shows how AI is redefining market edges — giving everyday investors the speed to spot new rotations as they happen.

Trained on decades of market data, this new “genetic AI” evolves thousands of trading rules until only the strongest survive.

After years of turmoil, Boeing $BA ( ▲ 0.47% ) may finally be finding altitude again.

The once-proud aerospace icon spent much of the past decade grounded by safety scandals, cultural decay, and financial missteps. But under new CEO Kelly Ortberg — an engineer with deep industry roots — the company is regaining credibility where it matters most: with suppliers, regulators, and investors.

Vertical Research upgraded the stock to Buy, calling the turnaround “at the end of the beginning.” BofA’s Ron Epstein reiterated his Buy rating, arguing that “if Boeing can deliver more airplanes, they generate more cash.”

Ortberg’s early reforms have been decisive. He relocated key executives back to Seattle, overhauled leadership ranks, raised cash through asset sales, and refocused resources on execution. Since his arrival in mid-2024, Boeing’s tone has shifted from defensive to determined — and Wall Street is taking note.

The numbers are starting to reflect progress. Boeing delivered 160 jets last quarter, up from 116 a year ago, marking its third consecutive revenue beat and its first positive free cash flow since 2023. The FAA has lifted the 737 MAX production cap to 42 per month, with a path toward 50.

Analysts see normalized free cash flow reaching $11 a share by 2028, supporting price targets of $270–$300 — the high range nearly 49% above current levels. With over 6,600 unfilled orders and improving factory discipline, Boeing’s biggest challenge is no longer demand, but delivery.

Ortberg’s next test is rebuilding Boeing’s innovative edge. Certifying the 737 MAX 7 and 10 and 777X programs is critical, but so is launching a new jet to compete with Airbus. For now, Boeing’s engines are finally turning. This time, maybe so will sentiment.

Hurricane-strength headwinds are gathering for global trade. They could potentially leave some of the biggest operators capsized. But those with flexible fleets may be able to weather this storm — and emerge with the wind at their backs.

In our November report, we’ve identified one small-cap stock with disruptive potential. There’s still time to ride this rogue wave before it breaks — but maybe not for long. Unlock our latest monthly Street Sheet Research to act on this institutional-grade information while you can.

Are you bullish or bearish on Core Scientific $CORZ ( ▲ 3.86% ) over the next 12 months?

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish

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Is AI integration in online shopping good for retailers?

▇▇▇▇▇▇ 😁 Good

▇▇▇▇▇▇ 😬 Bad

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