Hope of Iran Deal Bounces Stocks But Can’t Fix Oil or Bond Problems
Stocks spiked on a headline about progress in the Middle East, but the issue is what did not move.
Why Now Is the Time for Us to Do Some Homework on SpaceX
Here are our thoughts on the market, our shopping list, Paccar, and a potential new name.
Following Tariff Truce Update, Investors Can Expect More From Trump-Xi Summit
We’ve already got a market-relevant impact on tariffs, but what are the other main points of contention as the “G2” gather?
Nvidia Is the Cheapest It’s Been in a Decade. But Is It Cheap for a Reason?
Elite fundamentals, a decade-low multiple, solid technicals, and analyst enthusiasm all point the same way. So why don’t I own more?
Selected Street Research
Cintas ($CTAS) price target raised to $222 from $214 at Baird
Okta ($OKTA) price target raised to $215 from $180 at BarclaysPaychex price target lowered to $113 from $118 at BMO CapitalMcDonald’s price target lowered to $310 from $335 at BMO CapitalNebius upgraded to Outperform from Neutral at BNP Paribas
Okta price target raised to $220 from $200 at BofA
McDonald’s ($MCD) price target lowered to $295 from $350 at BTIGWorthington price target raised to $75 from $67 at CanaccordMeta Platforms price target raised to $885 from $770 at Citizens
Okta price target raised to $235 from $190 at DA DavidsonOkta price target raised to $240 from $185 at Evercore ISIMcDonald’s price target lowered to $300 from $320 at Evercore ISILowe’s downgraded to Hold from Buy at Gordon HaskettOkta price target raised to $227 from $188 at GuggenheimDollar General upgraded to Buy at HSBC on recovery progressOkta price target raised to $240 from $200 at Jefferies
Meta Platforms ($META) price target raised to $920 from $820 at JPMorgan
Carnival ($CCL) price target lowered to $39 from $43 at JPMorganMcDonald’s price target lowered to $260 from $280 at JPMorganTanger downgraded to Neutral from Overweight at JPMorgan
CoreWeave ($CRWV) upgraded to Overweight from Neutral at JPMorganOkta price target raised to $227 from $190 at Oppenheimer
Meta Platforms price target raised to $860 from $650 at Raymond James
Positions: None
About That Apple-Qualcomm News: 8 Key Items Shaping the Stock Market Thursday
Following up on Meta’s Connect event, U.S. and China kick the can and other headlines moving the market this morning.
Interest Rate Worries Trap Bulls and Gain Momentum
Numbers are pointing in the same direction, and it is the wrong one for stocks.
Stocks Tumble as Yields Surge
A jump in yields to fresh multi-year highs cascaded through markets Wednesday.
Super Intelligence Is Entering Its Third S-Curve. Here’s How to Profit.
SI will destroy and create major economic shifts. Let’s discuss the emerging investment opportunities.
After its 35% Run Is Meta Still a Buy?
Taking a close look at the Big Tech giant amid massive AI spending and a stock price surge.