You might notice things look a little different today. We’ve retooled a few sections throughout the newsletter to better highlight everything you should be watching on Wall Street, along with our own offerings, custom-made to help you keep track and adapt.

In other words, everything you love, and then some. Happy trading!

Plus, curious how to play the government shutdown? Scroll down for more.

— Brooks & Cas

Marriage, divorce, a new baby, an inheritance — life changes fast, and your finances should keep up.

Guardia helps you find a trusted, vetted advisor who specializes in guiding clients through major life transitions.

In just minutes, you’ll be matched with the right expert to help you plan smart, avoid costly mistakes, and move forward with confidence.

Broadcom $AVGO ( ▼ 3.52% ) became the latest chipmaker to unveil an infrastructure deal with ChatGPT-maker OpenAI.

Fastenal’s $FAST ( ▲ 0.99% ) third-quarter earnings suggested US manufacturing weakness.

Tesla $TSLA ( ▼ 1.53% ) will sell its excess Cybertruck inventory to CEO Elon Musk’s SpaceX and xAI.

Critical Metals $CRML ( ▲ 28.74% ), MP Materials $MP ( ▲ 3.78% ), and other rare earth stocks surged on President Trump’s threat to retaliate against China’s export controls.

IONQ $IONQ ( ▼ 5.53% ) and Rigetti Computing $RGTI ( ▲ 2.2% ) surged on news JPMorgan will invest $10B across 27 sectors, including quantum computing.

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.

RBC Capital Markets $RY ( ▲ 0.6% ) sees a fresh opportunity for Sprouts Farmers Market $SFM ( ▲ 4.26% ).

The bank upgraded the specialty grocer to Outperform, with its new price target of $148, implying roughly 40% upside from current levels. Analyst Steven Shemesh believes the organic-focused chain looks like an appealing entry point after a steep sell-off.

Sprouts’ stock is down 18% over the past month and 35% since June, badly underperforming both peers and the broader market. But RBC says the weakness has gone too far.

Sprouts shares now trade around 9x the firm’s 2027 adjusted EBITDA estimate — a valuation that already bakes in slower comparable sales and overblown concerns about promotions. For investors, RBC argues, that mix of pessimism and low multiples adds up to a compelling setup.

Shemesh expects comparable-store sales growth to swell to 4%–5% over the medium term, up from the pre-pandemic average of 3%. The company has been seeding that growth through product innovation and better supply chain efficiency — cutting time from farm to shelf to improve freshness and margin.

Sprouts launched more than 7,000 new SKUs in 2024 and plans to accelerate new product rollouts this year. The analyst says that effort, combined with nationwide innovation across departments, should help differentiate Sprouts from larger grocers and expand its customer base.

Sprouts has modernized its marketing mix too. Before the pandemic, about 85% of spending went to paper flyers. But today, it’s increasingly digital, with stronger attribution and a national loyalty program rolling out this year.

Partnerships with delivery platforms like Instacart $CART ( ▲ 1.91% ), DoorDash $DASH ( ▼ 1.09% ), and UberEats $UBER ( ▲ 0.18% ) are adding convenience, while a rebound in organic food sales could give Sprouts an extra tailwind. If Shemesh is right, this beaten-down grocer may be about to deliver some very fresh returns.

Whether retirement is 5 years away or right around the corner, the decisions you make now matter. 

Guardia connects you with top financial advisors who understand retirement planning inside and out — Social Security, income planning, investment strategy, and more. 

No hidden costs, no lead reselling. Just a personalized match with an advisor who’s aligned with your goals.

CNBC: The US approved a $20B currency swap with Argentina’s central bank, an unprecedented move to stabilize its peso and avert a broader crisis.

Axios: JPMorgan $JPM ( ▼ 1.91% ) announced a $1.5T investment plan over the next decade to strengthen key US sectors like defense, energy, and manufacturing.

WSJ: Warner Bros. Discovery $WBD ( ▲ 1.13% ) rejected a roughly $20-per-share takeover bid from David Ellison’s Paramount Skydance $PSKY ( ▲ 1.11% ), calling the offer too low.

TechCrunch: Salesforce $CRM ( ▼ 3.61% ) unveiled Agentforce 360, a new AI agent platform with tools like Agent Script and integrations for Slack ahead of its Dreamforce event.

QZ: Taylor Swift announced a new Eras Tour concert film and six-part docuseries debuting Dec. 12 on Disney+ $DIS ( ▲ 0.82% ).

This past weekend, in our Street Sheet Research report, we covered how to get data during the shutdown (and/or bet on it), Baird’s pick for the “AI juggernaut for the information age”, and more. Get immediate access to this report when you join Street Sheet Research.

On top of that, you’ll also get instant access to The Street Feed, plus our October Equity Research report, An Aging America. By 2034, seniors will outnumber children for the first time. Amid this massive shift, two companies could be worth watching.

So, for an investment of just $199/year, you can get:

In her AI Mega-Deal Era?

With every other famous billionaire unveiling one, we wouldn’t put it past her.

“ChatGPT (Taylor’s Version)” drops midnight ET — trained exclusively on breakup lyrics.

Are you bullish or bearish on Weatherford International $WFRD ( ▲ 0.54% ) over the next 12 months?

▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇ 🐻 Bearish

And, in response, you said: