HAPPY THURSDAY TO THE STREET
ChatGPT just got a fitting room. OpenAI launched virtual try-on globally, letting users upload a selfie to preview clothes and hunt down celebrity outfits, turf Pinterest (PINS) and Google (GOOGL) have owned for years. Small problem: Google rolled out try-on last year, which makes OpenAI's hottest new look feel a little… last season.
🟨 | US stocks were nearly flat as Treasury yields retreated from 20-year highs, while rising oil and stretched tech valuations capped the rebound.
📈 | One Notable Gainer: Synopsys (SNPS) jumped after guiding to 15% revenue growth in 2027 at its investor day.
📉 | One Notable Decliner: Sigma Lithium (SGML) slid after suspending all mining and production amid a Brazilian court delay.
— Brooks & The Street Sheet Team
MARKET SNAPSHOT
Market Movers
ACCENTURE, LIQUIDIA, CORTEVA
📈 | Accenture (ACN) beat fiscal Q4 revenue and earnings estimates.
📉 | Corteva (CTVA) completed the spinoff of its Vylor seed and genetics business.
📈 | Vicor (VICR) raised Q3 revenue growth guidance on higher licensing royalties.
Tomorrow's Trade Idea, Today
A DOLLAR AND A DREAM
Stock Spotlight
Stock: Dollar Tree (DLTR)
Firm: Loop Capital
Current Price: $114
Price Target: $140
Implied Upside: 22%
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Thrifty Business
A shaky economy spells trouble for most retailers. Loop Capital thinks it spells opportunity for Dollar Tree, upgrading the discount chain to Buy.
Analyst Anthony Chukumba sees the current US macro backdrop as a strong setup heading into the holiday season. Sagging consumer confidence should send more shoppers through the door, he argues. Bad vibes, good business.
Pruning the Family Tree
Chukumba also likes the company's multi-price initiative, calling it a sustainable driver of comparable store sales growth.
Then there's the cleanup. Dollar Tree bought Family Dollar for $9B in 2015 and finally sold it last year for $1B. With that chapter closed, the company has freed up capital and stepped up share buybacks. Sometimes the best family decision is cutting one loose.
Loop De Loop
Wall Street isn't fully sold. Of 29 analysts covering the stock, 15 rate it a Hold and 10 a Buy or Strong Buy.
Shares have slipped over the past month as gas prices climbed and spending power faded. But Loop Capital is betting that the tighter wallets get, the more Dollar Tree cashes in.
Do you own any shares of Dollar Tree (DLTR)
OVERHEARD ON THE STREET
🤖 | Google unveiled its Gemini 4 Argon AI model, but Wall Street wants a breakout personal agent.
💊 | Sycamore Partners is in talks to sell Boots for about $9B, breaking up Walgreens Boots Alliance.
🏛️ | President Trump could seek to remove three Fed governors, though court rulings suggest it won't be easy.
🔒 | OpenAI cut ties with three safety researchers for allegedly sharing confidential information.
🏰 | Disney (DIS) is planning a TV restructuring expected to bring hundreds of layoffs.
WEDNESDAY’S POLL RESULTS
Do you own any shares of Target (TGT)?
▇▇▇▇▇▇ 🐂 Yup, I’m holding
▇▇▇▇▇▇ 🐻 Nope, not interested
▇▇▇▇▇▇👀 No, but I’m interested
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