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When an analyst hikes a price target by 55% and still tells clients to sell, the headline number is doing the heavy lifting for the part of the note nobody wants to read. That is the trap of Wall Street math during an AI rally. Bigger numbers feel like progress, but they almost always come […]

Investors have had plenty of reasons to question Boeing over the past few years, but Wall Street is starting to separate the company’s defense story from its better-known commercial aviation challenges. Citi is turning more constructive on parts of the aerospace and defense sector after a sharp pullback, arguing that valuations have compressed even as

Take-Two Interactive’s (TTWO) CEO, Strauss Zelnick, thinks that GTA VI’s blockbuster launch will be good for the entire gaming industry. “When there’s a big hit in the market, you know what it does, it energizes consumers around the entertainment market, and they consume more,” Zelnick said during the company’s recent first-quarter earnings call. “If we’re

TheStreet aims to feature only the best products and services. If you buy something via one of our links, we may earn a commission. As summer approaches and Memorial Day kicks off the season of backyard gatherings,  outdoor cooking is one of the easiest ways to bring people together without spending a fortune on travel

Nvidia just delivered what analysts are calling one of the most consequential quarters in semiconductor history. The stock was already up nearly 20% year-to-date before the results landed. And JPMorgan’s Harlan Sur still sees 25% upside from here. The reasoning behind that view is more nuanced than a simple beat-and-raise story, and understanding it requires

Cummins (CMI) used its 2026 Analyst Day in New York on May 21 to pull forward a story it has been telling for two years: it sells engines, but it increasingly sells power. The Columbus, Indiana company raised its long-term targets across the board, and Morgan Stanley used the moment to reiterate its bullish call

Economic challenges, such as rising labor and product costs driven by inflation and increasing lease rates, have impacted pet supplies retail operators, forcing several to file for bankruptcy protection, despite financial strength in the industry. The pet industry has shown economic strength after sales rose about 3.7% in 2025, reaching $158 billion, according to the American

“Speed of light.” That’s a phrase that gets thrown around in corporate turnaround stories so often that it has almost lost meaning: “We’re moving faster.” Most of the time, it is conference room language — something that sounds good in a press release and means very little in practice. When Intel CEO Lip-Bu Tan says

Advanced Micro Devices (AMD) stock closed the May 22 trading session 3.99% up at $467.51, hitting its all-time high. The stock has rallied and made impressive year-to-date gains of 118.3% at the time of writing, Saturday morning, May 23. The rally has been boosted by hyperscalers increasing their capital expenditure plans and Intel’s Q1 earnings,

The AI chip race has produced a handful of clear winners. Broadcom is one of them. But the question heading into its next earnings report is no longer about whether it is a top AI stock to own.  The real debate now is: Can a company already pulling in billions from artificial intelligence keep growing