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The Latest Breaking News from Oppenheimer

Can Elon Musk do to US telecom what Mukesh Ambani did in India?

Elon Musk's Starlink is poised to disrupt American telecom giants like AT&T and Verizon. Analysts believe Starlink could change how connectivity is delivered and who controls it. SpaceX's satellite internet service is evolving into a mainstream platform. This shift could accelerate declines in subscriber growth and revenue for traditional operators.

The Economic Times

Sterling Infrastructure Stock Pops as Investors Flock to the Next Wave of AI Data Center Investment

Sterling Infrastructure popped on June 3, as investors piled on construction firms tied to AI buildouts.

Barchart

Why the SpaceX IPO Is Sending AT&T Stock Down Today

Oppenheimer just downgraded AT&T stock to “Perform,” citing incoming SpaceX competition. Find out more.

Barchart

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Christopher Nolan to be honoured with major retrospective as The Odyssey frenzy builds

The Toronto International Film Festival will celebrate Christopher Nolan’s complete filmography this summer with special 35mm and 70mm screenings ahead of the release of his much-anticipated epic The Odyssey.

BANG Premier

Palo Alto Networks Just Got a New Street-High Price Target. Analysts Are Betting Big on PANW Stock Before June 2.

Ahead of its Q3 results on June 2, Palo Alto Networks is enjoying bullish analyst sentiments.

Barchart

Palo Alto Networks Up 70%: Can the Rally Last Into June?

Palo Alto Networks looks dangerously overbought, but the fundamental momentum and pre-earnings setup mean the bulls mightn't be wrong to stay in.

MarketBeat

NVDA Stock Watch: What to Expect as Jensen Huang Joins Trump-Xi Summit

Nvidia stock rallies as Jensen Huang joins Trump on a high-stakes visit to China. Oppenheimer explains why NVDA shares are poised to rip higher from here in 2026.

Barchart

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EnerSys Touts AI Data Center and Defense ‘Super Cycles’ at Oppenheimer Conference

Enersys (NYSE:ENS) management outlined the company’s growth priorities in data centers, defense, warehousing and energy storage during a discussion at Oppenheimer’s 21st Annual Industrial Growth Conference, emphasizing what President and CEO Shawn O’Connell described as exposure to two major “super

MarketBeat

Ahead of Airbnb Earnings, Here Is What Barchart Options Data Shows for ABNB Stock

Airbnb is set to report its fiscal Q1 earnings tomorrow (May 7) after market close. Options traders are currently positioned for upside in ABNB stock after its quarterly release.

Barchart

What Are Wall Street Analysts' Target Price for U.S. Bancorp Stock?

Despite outperforming the broader market over the past year, U.S. Bancorp continues to draw a measured but optimistic outlook from Wall Street analysts.

Barchart

S&P 500 Hits New High on Apple Earnings: Stock Market Today

Apple rounded out a big week of mega-cap earnings on a high note, sending two of the three main equity indexes to new highs on Friday.

Kiplinger

Amazon Just Signed a Major Deal to Supply Its In-House Chips to Meta Platforms. AMZN Stock Now Has Multiple AI Chip Catalysts.

With demand surging, Amazon is moving beyond cloud into AI chips, and its growing silicon push is opening multiple new growth catalysts.

Barchart

Michael moonwalks to $217m opening weekend, shattering box office records for a biopic

Michael Jackson biopic has shrugged off controversy, bad reviews and a troubled production to take $217m worldwide, including $97m in North America

The Guardian - AU

Marvell Stock Just Got a New Street-High Price Target. Should You Buy Shares Here?

Oppenheimer has grown more bullish on Marvell as AI demand and growth projections strengthen. Does this justify buying at current levels?

Barchart

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Barchart

Revolution Medicines Soars on Phase 3 Trial Results. Is It Too Late to Buy?

Revolution Medicines stock rallies on impressive daraxonrasib Phase 3 results. Here’s why RVMD shares may sustain the momentum moving forward.

Barchart

Why Oppenheimer Is Betting on Monolithic Power Stock Alongside Nvidia and Marvell Here

Oppenheimer sees Monolithic Power benefiting from AI demand, with long-cycle opportunities to translate into sustained upside.

Barchart

Netflix Just Admitted It Needs More Money. Is That a Red Flag for NFLX Stock?

In order to pay for its content budget, Netflix will be hiking subscription prices. Is that a red flag for investors or just part of a normal growth plan?

The Independent UK

Project Hail Mary flies past huge sci-fi franchise to become highest grossing film of the year in the US

Sci-fi movie has earned $164.3 million in two weeks, surpassing ‘Avatar: Fire and Ash,’ which has made $153.7 million so far this year

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news in one place.

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Barchart

Wave Life Sciences Crashes Deep into Oversold Territory as Obesity Drug Data Disappoints. Should You Buy the Dip?

Wave Life Sciences stock sinks as Phase 1 data for obesity drug disappoints investors. But Oppenheimer still recommends loading up on WVE shares today.

Barchart

Oppenheimer Is Bullish on Target Hospitality Stock Amid Major Data Center Pivot: Analysts Call for 16% Upside

Target Hospitality is gaining fresh Wall Street support as its shift toward housing workers tied to AI data center and power infrastructure starts to reshape its growth story.

Cinemablend

Project Hail Mary Blasted Off On Opening Night (And Christopher Nolan Better Watch Out)

Project Hail Mary is off to an explosive start at the box office.

Kiplinger

Stocks Extend Weekly Losing Streak: Stock Market Today

Efforts to boost crude supplies did little to stem worries of rising oil prices and inflation ahead of next week's Fed meeting.

TechRadar

'Some of the best 4K Blu-rays I've ever tested' — Gruv is having a 3 for $39 4K Blu-ray sale, and I've picked the 6 best discs, all of which I've personally tested

Gruv's 3 for $39 4K Blu-ray sale is incredible value and it features some of the best 4K discs I've tested!

TechRadar

I tested three compact Dolby Atmos soundbars from Sonos, Sony and Denon — this is the one I'd buy with my own money

Three compact Dolby Atmos soundbars, the same five movie scenes — which ones come out on top?

Barchart

Dear Vertiv Stock Fans, Mark Your Calendars for March 23

Vertiv shares rally ahead of inclusion in the S&P 500 index on Mar. 23. Oppenheimer explains why VRT stock remains worth owning in 2026.

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