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October 6th, 2026

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Today's Top Stories

Constellation Energy’s Google Deal Shows Why Nuclear Uprates Matter for AI

Constellation Energy’s Google Deal Shows Why Nuclear Uprates Matter for AI

By Chris Markoch

Curaleaf’s Higher Aurora Bid Raises the Stakes in Cannabis Consolidation

Curaleaf’s Higher Aurora Bid Raises the Stakes in Cannabis Consolidation

By Jeffrey Neal Johnson

Why onsemi’s Synaptics Pivot Could Be a Game Changer

Why onsemi’s Synaptics Pivot Could Be a Game Changer

By Thomas Hughes

Did you grab your copy yet?

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You haven't downloaded this yet

Bill Poulos's Top 10 Stocks to Buy This Quarter report is still available free, but not for long. Every quarter he swaps in a brand-new list, and once the new edition launches, this one disappears. Investors who want a current snapshot of his picks should grab a copy now and save it before the switch happens.

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Analysts' Upgrades

All Upgrades
AMTM Amentum
BNP Paribas Exane
Underperform → Neutral
PT $21.00 → $20.00
6.7% upside
BBD Banco Bradesco
JPMorgan Chase & Co.
Neutral → Overweight
CTVA Corteva
JPMorgan Chase & Co.
Neutral → Overweight
PT $19.00
36.7% upside
DG Dollar General
Gordon Haskett
Hold → Buy
PT $140.00
13.7% upside
FRME First Merchants
Raymond James Financial
Market Perform → Outperform
PT $46.00
16.0% upside
JBLU JetBlue Airways
Citigroup
Sell → Neutral
PT $5.30 → $4.50
11.7% upside
ONB Old National Bancorp
Raymond James Financial
Market Perform → Outperform
PT $29.00
16.5% upside
OSBC Old Second Bancorp
Raymond James Financial
Outperform → Strong‑Buy
PT $27.00 → $30.00
19.8% upside
PB Prosperity Bancshares
Raymond James Financial
Market Perform → Outperform
PT $78.00
16.3% upside
RXO RXO
JPMorgan Chase & Co.
Underweight → Neutral
PT $22.00 → $30.00
5.2% upside
SWKS Skyworks Solutions
B. Riley Financial
Neutral → Buy
PT $68.00 → $107.00
29.2% upside

Elon pays this company. Every time.

Sponsored · Partner Content

The chip inside every Tesla

Every Tesla built since 2012 pays this small, overlooked supplier a fee for its technology. So does every Starlink dish and AI satellite Elon launches. When Nvidia tried to buy the company, Elon reportedly fought the deal. Now his filing for 1,000,000 satellites could expand its revenue stream sharply. Dylan believes the stock could see significant movement starting October 24th…

See which overlooked supplier Elon has quietly paid since 2012tc pixel

Analysts' Downgrades

All Downgrades
FBNC First Bancorp
Raymond James Financial
Strong‑Buy → Outperform
PT $72.00 → $71.00
18.8% upside
FULT Fulton Financial
Raymond James Financial
Outperform → Market Perform
HTH Hilltop
Raymond James Financial
Market Perform → Underperform
RXO RXO
Jefferies Financial Group
Buy → Hold
PT $30.00
5.2% upside
S SentinelOne
FBN Securities
Outperform → Sector Perform
PT $24.00
7.1% downside
SFBS ServisFirst Bancshares
Raymond James Financial
Strong‑Buy → Outperform
PT $50.00 → $45.00
16.1% upside
WSBC WesBanco
Raymond James Financial
Strong‑Buy → Market Perform

Nvidia’s record quarter could send this new type of AI soaring

Sponsored · Partner Content

Nvidia’s record quarter could send this new type of AI soaring

Nvidia just posted 96.2 billion in revenue for a single quarter, more than Coca-Cola generates in an entire year. The top five hyperscalers, Amazon, Google, Microsoft, Meta, and Oracle, are projected to spend 800 billion on AI this year and 1.3 trillion next year. Jason Bodner, a former Wall Street trader whose system has flagged stocks like Nvidia…

Watch Jason Bodner's free video on his top Accelerated AI picktc pixel

Analysts' New Coverage

All Initiations
BLDR Builders FirstSource
Melius Research
Sell
PT $52.00
7.5% downside
COCH Envoy Medical
Lake Street Capital
Buy
PT $2.50
283.9% upside
DHI D.R. Horton
Melius Research
Sell
PT $128.00
6.3% downside
DIOD Diodes
Bank of America
Buy
PT $135.00
25.3% upside
FBIN Fortune Brands Innovations
Melius Research
Hold
PT $44.00
11.9% upside
FERG Ferguson
Melius Research
Hold
PT $252.00
12.7% upside
IBP Installed Building Products
Melius Research
Hold
PT $217.00
12.9% upside
JHX James Hardie Industries
Melius Research
Buy
PT $36.00
40.7% upside
KBH KB Home
Melius Research
Sell
PT $43.00
5.1% downside
LEN Lennar
Melius Research
Sell
PT $72.00
6.8% downside
LUXE LuxExperience B.V.
Sanford C. Bernstein
Outperform
PT $12.90
28.9% upside
MAS Masco
Melius Research
Hold
PT $75.00
7.3% upside
MHK Mohawk Industries
Melius Research
Buy
PT $188.00
49.6% upside
MOD Modine Manufacturing
Robert W. Baird
Outperform
PT $300.00
58.6% upside
MTH Meritage Homes
Melius Research
Sell
PT $59.00
5.8% downside
NBIX Neurocrine Biosciences
Guggenheim
Buy
PT $207.00
42.3% upside
OC Owens Corning
Melius Research
Sell
PT $118.00
1.5% downside
PHM PulteGroup
Melius Research
Hold
PT $132.00
13.7% upside
QXO QXO
Melius Research
Buy
PT $17.00
40.4% upside
RUM Rumble
Lake Street Capital
Hold
PT $25.00
226.8% upside
SHW Sherwin-Williams
Melius Research
Hold
PT $367.00
14.1% upside
TOL Toll Brothers
Melius Research
Buy
PT $179.00
29.9% upside
TREX Trex
Melius Research
Buy
PT $62.00
38.3% upside
VERU Veru
Westpark Capital
Buy
VRT Vertiv
Glj Research
Buy → Sell
PT $188.00
25.7% downside
XENE Xenon Pharmaceuticals
Guggenheim
Buy
PT $73.00
99.6% upside

Why The Biggest Names in AI Are Heading To The Arctic

Sponsored · Partner Content

Why The Biggest Names in AI Are Heading To The Arctic

Google contracted over 12 GW of energy last year and just announced a 15 billion dollar AI infrastructure investment in Finland. Cerebras followed with plans for a 165 MW data center worth up to 1.7 billion euros. One small Nasdaq-listed company built its Nordic footprint before this wave hit, with up to 190 MW of capacity approaching ready-for-service status in 2027 to early 2028…

See why this overlooked company could be next in the spotlighttc pixel
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More Stories

Qualcomm’s Huawei Deal Adds Strategic Depth to Its AI Expansion

Qualcomm’s Huawei Deal Adds Strategic Depth to Its AI Expansion

By Jeffrey Neal Johnson

D-Wave's Gate-Model Tech Notches a Major Milestone

D-Wave's Gate-Model Tech Notches a Major Milestone

By Nathan Reiff

Only 20 Stocks Are Holding Up the Market (3 Buy the Dip Stocks Outside of AI)

Only 20 Stocks Are Holding Up the Market (3 Buy the Dip Stocks Outside of AI)

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Today's Featured Link: Why The Biggest Names in AI Are Heading To The Arctic (From The Tomorrow Investor)