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30,492 signal articles · 140 in last 24h · 154,371 total before filter · latest 1h ago
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Morgan Stanley Cuts Expedia (EXPE) to Underweight as Rivals Pull Ahead on Users
Insider Monkey3d agobearish
Morgan Stanley Cuts Expedia (EXPE) to Underweight as Rivals Pull Ahead on Users

Morgan Stanley cut Expedia Group, Inc. (NASDAQ:EXPE) to Underweight from Equal Weight on September 16 as a new analyst took over coverage, with a $235 price target about 20% below where the stock had been trading. Analyst Matthew Cost’s argument is that Expedia is losing the race for users. By Morgan Stanley’s count, its monthly […]

Nike (NKE) Brings in LVMH’s Alexandre Arnault as it Drops Out of the S&P 100
Insider Monkey3d agobearish
Nike (NKE) Brings in LVMH’s Alexandre Arnault as it Drops Out of the S&P 100

Nike, Inc. (NYSE:NKE) announced on September 16 that Alexandre Arnault, deputy chief executive of LVMH’s Moët Hennessy division and son of LVMH chairman and chief executive Bernard Arnault, has joined its board. The shares closed up nearly 2% the next day, a rare up day in a year in which they have lost roughly 43% […]

Wells Fargo Cuts Netflix (NFLX) to Underweight as its 2026 Slide Deepens
Insider Monkey3d agobearish
Wells Fargo Cuts Netflix (NFLX) to Underweight as its 2026 Slide Deepens

Wells Fargo downgraded Netflix, Inc. (NASDAQ:NFLX) to Underweight from Equal Weight on September 18 and cut its price target to $57 from $80, about 24% below where the stock closed the day before. The downgrade extended a slide that was already three sessions old, and the stock is now down more than 20% for the […]

Critical Metals (CRML) Dropped, So What Is Driving Attention Now?
Simply Wall St.3d agobearish
Critical Metals (CRML) Dropped, So What Is Driving Attention Now?

Critical Metals (CRML) moved back into focus after a new U.S. security pact with Greenland and Denmark reshaped attention on Greenland’s rare earth resources, coinciding with detailed Tanbreez refinery plans in Romania. Recent headlines around the Greenland security pact and the Tanbreez refinery blueprint have pulled Critical Metals back into the spotlight. However, the 90-day share price return is still down 30.69% and the year-to-date move is down 17.12%, while the 3-year total shareholder...

Paramount settles antitrust lawsuit with state AGs, clearing path for WBD merger
Yahoo Finance Video3d agobearishVIDEO
Paramount settles antitrust lawsuit with state AGs, clearing path for WBD merger

Paramount Skydance (PSKY) has settled its antitrust lawsuit from several state attorneys general over its merger with Warner Bros. Discovery (WBD), as reported by the Wall Street Journal. Morningstar senior equity analyst Matthew Dolgin discusses what this means for Paramount's path forward in closing this deal.

Rothschild Redburn Downgrades Nebius, CoreWeave to Sell on Lower GPU Prices
24/7 Wall St.3d agobearish
Rothschild Redburn Downgrades Nebius, CoreWeave to Sell on Lower GPU Prices

Rothschild Redburn opened bearish coverage on two of the market’s most-watched AI infrastructure names, initiating Sell ratings on both Nebius Group and CoreWeave. The firm’s thesis: lower GPU pricing, more in-house hyperscaler capacity, and expensive financing will eventually compress neocloud returns. For long-term investors, the analyst downgrade puts a spotlight on unit economics at a […]