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July 16th, 2026

Wall Street’s quietly buying these 3 AI infrastructure plays (Ad)

Hedge funds are rotating out of AI hype and into the hardware layer powering it. New research identifies three profitable U.S. infrastructure companies leading this shift.
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Today's Top Stories

Why Uber’s Biggest Deal Yet Could Unlock Its Next Growth Phase

By Jeffrey Neal Johnson | July 16, 2026 11:35 AM

The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

By Investors Alley

Why Microsoft Is Playing a Different AI Game Than Big Tech—and Cash Flow Is the Test

By Chris Markoch | July 16, 2026 11:00 AM

Trump Accounts: Comparing the 5 Selected Low-Cost Index ETFs

By Jessica Mitacek | July 16, 2026 11:00 AM

The man who predicted the iPhone, Netflix, Amazon (Ad)

By Eagle Publishing

PayPal Stock Surges on $53 Billion Stripe-Advent Buyout Bid

By Jeffrey Neal Johnson | July 16, 2026 09:50 AM

Alphabet’s AI Spending Question Looms Over Q2 Earnings

By Ryan Hasson | July 15, 2026 09:55 AM

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Analysts' Upgrades

BlackRock (NYSE:BLK) was upgraded by JPMorgan Chase & Co. from "neutral" to "overweight". They now have a $1,364.00 price target on the stock, up from $1,165.00. This represents a 25.5% upside from the current price of $1,087.18.

Cintas (NASDAQ:CTAS) was upgraded by Bank of America Corporation from "neutral" to "buy". They now have a $230.00 price target on the stock, up from $200.00. This represents a 11.5% upside from the current price of $206.25.

Ero Copper (NYSE:ERO) was upgraded by Bank of America Corporation from "neutral" to "buy". They now have a $34.00 price target on the stock, up from $30.00. This represents a 38.6% upside from the current price of $24.54.

Mueller Industries (NYSE:MLI) was upgraded by Northcoast Research from "neutral" to "buy". They now have a $75.00 price target on the stock. This represents a 27.3% upside from the current price of $58.92.

PayPal (NASDAQ:PYPL) was upgraded by Barclays PLC from "underweight" to "equal weight". They now have a $55.00 price target on the stock, up from $42.00. This represents a 3.0% downside from the current price of $56.73.

SK Telecom (NYSE:SKM) was upgraded by JPMorgan Chase & Co. from "neutral" to "overweight". The current price is $31.77.

UnitedHealth Group (NYSE:UNH) was upgraded by Robert W. Baird from "underperform" to "neutral". They now have a $453.00 price target on the stock, up from $287.00. This represents a 7.0% upside from the current price of $423.27.

View More Upgrades

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Analysts' Downgrades

Evotec (NASDAQ:EVO) was downgraded by Berenberg Bank from "buy" to "hold". The current price is $1.97.

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3 energy stocks positioned for the oil supply shock (Ad)

Renewed tensions involving Iran are putting global oil supplies back in focus - and history shows certain energy stocks respond before the broader market catches on.
A new report identifies three energy stocks emerging from today's supply disruptions. One is already benefiting from the current environment; the other two may not be on your radar yet.

See which three energy stocks made the list and why they stand out

Analysts' New Coverage

Airbnb (NASDAQ:ABNB) is now covered by Wedbush. They set a "neutral" rating and a $152.00 price target on the stock. This represents a 2.8% upside from the current price of $147.80.

Alphabet (NASDAQ:GOOG) is now covered by Wedbush. They set an "outperform" rating and a $445.00 price target on the stock. This represents a 25.8% upside from the current price of $353.81.

Amazon.com (NASDAQ:AMZN) is now covered by Wedbush. They set an "outperform" rating and a $293.00 price target on the stock. This represents a 17.3% upside from the current price of $249.89.

ARM (NASDAQ:ARM) is now covered by Benchmark Co.. They set a "hold" rating on the stock. The current price is $262.01.

Arteris (NASDAQ:AIP) is now covered by Oppenheimer Holdings, Inc.. They set an "outperform" rating and a $40.00 price target on the stock. This represents a 28.9% upside from the current price of $31.03.

Booking (NASDAQ:BKNG) is now covered by Wedbush. They set an "outperform" rating and a $211.00 price target on the stock. This represents a 14.3% upside from the current price of $184.61.

Claros Mortgage Trust (NYSE:CMTG) is now covered by UBS Group AG. They set a "neutral" rating and a $2.75 price target on the stock. This represents a 17.8% upside from the current price of $2.34.

Criteo (NASDAQ:CRTO) is now covered by Wedbush. They set an "outperform" rating and a $30.00 price target on the stock. This represents a 30.8% upside from the current price of $22.93.

DoorDash (NASDAQ:DASH) is now covered by Wedbush. They set a "neutral" rating and a $205.00 price target on the stock. This represents a 10.0% upside from the current price of $186.36.

Duolingo (NASDAQ:DUOL) is now covered by Wedbush. They set a "neutral" rating and a $139.00 price target on the stock. This represents a 7.8% upside from the current price of $128.94.

eBay (NASDAQ:EBAY) is now covered by Wedbush. They set an "outperform" rating and a $135.00 price target on the stock. This represents a 21.7% upside from the current price of $110.91.

Etsy (NYSE:ETSY) is now covered by Wedbush. They set a "neutral" rating and a $80.00 price target on the stock. This represents a 4.1% downside from the current price of $83.40.

Expedia Group (NASDAQ:EXPE) is now covered by Wedbush. They set an "outperform" rating and a $334.00 price target on the stock. This represents a 23.3% upside from the current price of $270.95.

Extra Space Storage (NYSE:EXR) is now covered by Raymond James Financial, Inc.. They set an "outperform" rating and a $44.00 price target on the stock. This represents a 70.7% downside from the current price of $150.16.

Eyepoint Pharmaceuticals (NASDAQ:EYPT) is now covered by Stifel Nicolaus. They set a "buy" rating and a $40.00 price target on the stock. This represents a 206.7% upside from the current price of $13.04.

Granite Point Mortgage Trust (NYSE:GPMT) is now covered by UBS Group AG. They set a "neutral" rating and a $1.50 price target on the stock. This represents a 6.8% upside from the current price of $1.41.

Live Oak Acquisition Corp. V (NASDAQ:TMS) is now covered by Northland Securities. They set an "outperform" rating and a $14.00 price target on the stock. This represents a 119.1% upside from the current price of $6.39.

Maplebear (NASDAQ:CART) is now covered by Wedbush. They set an "outperform" rating and a $59.00 price target on the stock. This represents a 27.6% upside from the current price of $46.23.

Mattel (NASDAQ:MAT) is now covered by Odeon Capital Group LLC. They set a "buy" rating on the stock. The current price is $14.65.

Meta Platforms (NASDAQ:META) is now covered by Wedbush. They set a "neutral" rating and a $671.00 price target on the stock. This represents a 1.0% upside from the current price of $664.54.

Mid-America Apartment Communities (NYSE:MAA) is now covered by JPMorgan Chase & Co.. They set a "neutral" rating and a $147.00 price target on the stock. This represents a 9.1% upside from the current price of $134.73.

Pinterest (NYSE:PINS) is now covered by Wedbush. They set a "neutral" rating and a $24.00 price target on the stock. This represents a 4.4% upside from the current price of $22.99.

Public Storage (NYSE:PSA) is now covered by Raymond James Financial, Inc.. They set a "market perform" rating on the stock. The current price is $324.37.

Reddit (NYSE:RDDT) is now covered by Wedbush. They set an "outperform" rating and a $250.00 price target on the stock. This represents a 35.1% upside from the current price of $185.01.

Telesat (NASDAQ:TSAT) is now covered by Stifel Nicolaus. They set a "buy" rating on the stock. The current price is $37.47.

Uber Technologies (NYSE:UBER) is now covered by Wedbush. They set an "outperform" rating and a $91.00 price target on the stock. This represents a 23.0% upside from the current price of $73.96.

VeriSign (NASDAQ:VRSN) is now covered by Wedbush. They set an "outperform" rating and a $318.00 price target on the stock. This represents a 15.5% upside from the current price of $275.22.

Wayfair (NYSE:W) is now covered by Wedbush. They set a "neutral" rating and a $104.00 price target on the stock. This represents a 13.8% upside from the current price of $91.37.

Xometry (NASDAQ:XMTR) is now covered by Wedbush. They set an "outperform" rating and a $126.00 price target on the stock. This represents a 30.7% upside from the current price of $96.42.

View More New Coverage

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