Plus, a deep discount in the private warehouse club sector, a Starbucks competitor Citi sees as a sharp share gainer, and a little-known stock poised to solve a “critical” problem.
Plus, William Blair’s memory “supercycle” winner, a stock Morgan Stanley says has “ongoing execution issues”, Netflix’s new deal, the top IPOs of tomorrow, and more.
Plus, Oppenheimer’s 'golden opportunity for a breakout', why Freedom Capital believes Venezuela oil enthusiasm is 'unjustified', a big bank going full crypto, and more.
We reviewed outlooks from a dozen bulge-bracket banks, asset managers, and global investment firms to identify the most useful takeaways for active investors like you.
The secret sauce behind silver’s rally, Wells Fargo’s new pick for AI “super-cycle” leader, Huber Research’s grim view on the Netflix-WBD deal, and much more.
This week in Street Sheet Research: a six-week market rally hits a wall amid AI fatigue, Datadog barks back with post-earnings upgrades, and the U.S. redraws its critical minerals map. Plus, what Polymarket’s long-awaited U.S. debut could mean for prediction markets everywhere.