Core Insights - The article summarizes significant research calls from Wall Street, highlighting upgrades and downgrades of various companies that could impact investor decisions [1] Upgrades - Wolfe Research upgraded Inspire Medical (INSP) to Outperform from Peer Perform with a price target of $180, citing a "surprise" 50% Medicare reimbursement increase as a positive factor for the stock [2] - UBS upgraded Cummins (CMI) to Neutral from Sell with a price target of $500, increased from $350, indicating a balanced risk/reward as the truck cycle is expected to bottom in 2026 [2] - Raymond James upgraded CDW (CDW) to Strong Buy from Outperform with a price target of $185, noting that easing cost headwinds may lead to growth acceleration [3] - Citi upgraded Brinker (EAT) to Buy from Neutral with a price target of $176, up from $144, as the cost environment improves with reduced food tariffs in Brazil, potentially boosting sales through fiscal 2026 [3] - UBS upgraded Applied Materials (AMAT) to Buy from Neutral with a price target of $285, raised from $250, based on a more optimistic outlook for wafer fab equipment spending in 2026 and 2027 [4] Downgrades - Argus downgraded Coinbase (COIN) to Hold from Buy with no price target, citing the stock's high valuation at 39 times expected forward earnings compared to lower multiples of other exchanges [5] - Rothschild & Co Redburn downgraded Estee Lauder (EL) to Sell from Neutral with a price target of $70, down from $83, due to the need for deeper investment despite improving sales growth [5] - Canaccord downgraded Exact Sciences (EXAS) to Hold from Buy with a price target of $105, up from $85, following the announcement of an acquisition agreement by Abbott (ABT) at $105 per share [5] - Northland downgraded Green Dot (GDOT) to Market Perform from Outperform with a price target of $14.25, down from $18, after the announcement of complex strategic transactions separating its fintech and bank operations [5] - Barclays downgraded Camden Property (CPT) to Equal Weight from Overweight with a price target of $118, down from $127, as its total return profile is now seen as average compared to the apartment REIT sector [5]

All three of the stocks rallied more than 5% on Monday as investors piled into Bitcoin and other risk-on assets. ...

Coinbase Global Inc. (NASDAQ:COIN) is one of the most profitable large cap stocks to buy right now. On November 21, Goldman Sachs lowered the firm’s price target on Coinbase to $314 from $368 with a Neutral rating on the shares. According to the firm, shares of brokers and crypto-related stocks have collectively fallen by ~15% since mid-October. This decline occurred despite the companies having higher forward earnings estimates. Goldman Sachs believes that this near-term pressure will continue until mark ...

BlackRock just deposited another 4,471 $BTC($390.8M) to #CoinbasePrime.https://t.co/qmuDIrPHc6 https://t.co/3CqgyHozVC ...

Core Insights - Coinbase Global CEO Brian Armstrong announced a significant update for the firm, set to be revealed on December 17, sparking speculation within the crypto industry about potential new offerings [1][2][6] Speculation on New Offerings - The announcement has led to various theories from the community, including the possibility of new token launches, expanded product offerings, and improved customer support [2][3] - There is speculation that Coinbase may introduce or expand services related to tokenized stocks, which would allow for 24-hour trading and faster settlement of traditional stocks on a blockchain [4][6] - Interest in tokenized stocks has increased this year due to policy shifts in the U.S. that are easing restrictions on crypto-related activities [7] Expansion of Services - Another theory suggests that Coinbase may be aiming to enhance its "all-in-one" on-chain application vision, building on the introduction of the "Base App" in July, which is part of a multi-year effort to make on-chain tools more accessible to mainstream consumers [8]

Monad token climbs 46% after early dip as Coinbase-sale buyers receive allocations https://t.co/uKbyPDiamF ...

Market Overview - Tech stocks are leading the market surge, with the NASDAQ composite and NASDAQ 100 both up approximately 2.5%, marking their best day since May [2][3] - The S&P 500 is up about 1.5%, while the Russell 2000, indicative of small caps, is slightly outperforming the S&P 500 [3] - The bond market shows a decline in the 10-year T-note yield to 4.04%, nearing yearly lows, while the 30-year yield is down to 4.68% [4] Sector Performance - The tech sector is up 2.4%, followed by consumer discretionary at 1.5%, with communication services also performing well [5] - Defensive sectors like staples are down by 1%, indicating bullish sentiment in the market [6] Notable Stock Movements - Alphabet reached a record high, increasing by 6%, while Apple is on track for another record closing high at 1.7% [6] - Tesla saw a nearly 7% increase, and Meta rebounded by 3.5% after recent declines [6] - Semiconductor stocks are performing well, with Lamb Research and AMD both up 5.5%, and Micron up 7.5% [7] Cryptocurrency Insights - Bitcoin is up 1.15% over the last 24 hours, but the entire crypto market has lost about 29% of its market cap since October [10][11] - Bitcoin ETFs are experiencing significant outflows, with $3.5 billion withdrawn this month [9] - Analysts express caution regarding the sustainability of Bitcoin's recent rally, with some predicting a fade in momentum leading up to the FOMC meeting [12][13] Federal Reserve Outlook - There is an increasing expectation for a rate cut in December, with odds rising to approximately 80% [38][40] - Recent comments from Fed officials indicate concerns about a deteriorating labor market, supporting the case for a rate cut [38][39] - The unemployment rate has increased by 0.3 percentage points over the last three months, providing economic justification for potential cuts [43][49] Retail Sector Trends - Consumer spending remains strong, with year-over-year growth reported at 5% [70] - Retailers like Walmart and TJX are thriving, while others like Target are struggling [76][107] - The holiday shopping season is expected to be busy, with a significant shift towards online shopping [86] AI and Technology Developments - Google’s Gemini 3 chatbot has gained traction, outperforming competitors like GPT-5 in various benchmarks [58][60] - The competitive landscape in AI is rapidly evolving, with companies continuously releasing new models [62] - Walmart is positioning itself as a tech-powered retailer, focusing on predictive analytics and technology implementation [90][94]

yup, @monad is back up to where it initially launched on @coinbase. if we continue an upward trajectory from here, the amount of cope will be absolutely legendary. here for the cinema. https://t.co/KxaUQgPn5N ...

Core Insights - Coinbase Global (COIN) is acquiring Vector.fun to enhance access to Solana and integrate broader on-chain trading capabilities [1][8] - The acquisition aligns with COIN's vision of becoming a leading "everything exchange" and reflects its commitment to expanding crypto utility [4][8] - COIN's acquisition strategy is aggressive, marking its ninth deal in the current year, which includes previous acquisitions like Echo and Liquifi [3][8] Acquisition Details - Vector.fun is an on-chain trading platform built on Solana, which will facilitate broader access to on-chain markets for COIN users [1][2] - The timing of the acquisition is strategic, as Solana's decentralized exchange (DEX) volume is projected to exceed $1 trillion by 2025 [2] Competitive Landscape - Other companies in the industry, such as Robinhood Markets (HOOD) and Interactive Brokers Group (IBKR), are also pursuing strategic acquisitions to enhance their offerings and expand their market reach [5][6] - Robinhood's acquisitions focus on international markets and AI innovation, while Interactive Brokers has strengthened its competitiveness through various strategic moves [5][6] Financial Performance - COIN's stock has seen a year-to-date decline of 0.5%, although it has outperformed the industry [7] - The company currently trades at a price-to-earnings ratio of 39.51, significantly higher than the industry average of 22.87 [10] Earnings Estimates - The Zacks Consensus Estimate for COIN's fourth-quarter 2025 and first-quarter 2026 EPS has remained unchanged over the past week, with projected revenues indicating year-over-year increases [12][13]

🚨 🚨 🚨 33,647,358 #XRP (70,888,580 USD) transferred from unknown wallet to #Coinbasehttps://t.co/q0n35qoliy ...