News

JPMorgan cut its TMUS target to $260 from $275 and kept an 'Overweight' rating, per TheFly.

No one expects a lot of growth from Novo Nordisk anymore -- not even Novo Nordisk itself.

Nutrien, CF Industries, and other fertlizer stocks fall as President Donald Trump says the U.S. is working on a potash deal with Belarus.

Paulo Ruiz used Morgan Stanley’s Laguna Conference to reset how Wall Street sees Eaton’s AI power role.

European stock markets closed higher Monday as oil prices tumbled and investors looked ahead to US P

Stocks and bonds kicked off the week on a positive note as hopes for diplomatic efforts to end the war in Iran drove oil prices lower, easing inflation anxiety. The advance in equities erased the S&P 500's decline for the month, with a renewed rally in chipmakers also buoying sentiment. Omar Aguilar, CEO and CIO of Schwab Asset Management, joins for a broad look across asset classes for the rest of 2026.

Novo Nordisk (NYSE:NVO), the Danish drugmaker, saw its US-listed shares fall over 7% to $39.82 on Monday after new long-term targets failed to ease investor concerns about competition in the weight-loss drug market. The company said it aims to launch more than five multi-blockbuster drugs by...

General Mills (GIS) is likely to fall short of market consensus on its fiscal first-quarter earnings

The no. 3 burger chain has posted six straight quarters of falling sales. Now one of its biggest operators is feeling the heat.

Nebius gets an $84 target, CoreWeave $54

With the agreement, California Atty. General Rob Bonta and his coalition plan to withdraw historic lawsuit that aimed to derail the $111-billion deal.

Two senators want FTC scrutiny, turning chatbot accuracy into marketplace-compliance risk.

According to TheFly, Cantor reiterated its $122 target on RKLB as Rocket Lab advances the Iridium transaction and racks up another successful Electron launch.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.93% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.97%. December E-mini S&P futures (ESZ26 ) are up +1.00%, and December E-mini...

A new bottleneck is emerging beyond chips and computing power

VeriSign has underperformed the Dow over the past year, but analysts are highly optimistic about the stock’s prospects.

On this episode of Stock Movers: - Novo Nordisk (NVO) shares are lower as it disappointed investors hoping for concrete turnaround plans from Chief Executive Officer Mike Doustdar after losing its lead in the obesity market to Eli Lilly & Co. The company pledged to launch more than five blockbusters and deliver more than $23 billion in new sales in coming years, but investors are selling shares due to lack of concrete news. - Arhaus (ARHS) is moving after Jefferies upgraded the furniture company to buy from hold, writing that it has "newfound optimism on the retailer's strategy to elevate brand awareness" and improve market share. - Accenture (ACN) is up on news Anthropic is partnering with Accenture to test the safety of its advanced artificial intelligence models by embedding evaluators from the consulting firm directly within its operations.

The bullish call hinges on profits, not richer valuations

HPQ stock fell Monday after HP forecast industrywide personal computer sales will decline by mid-single digits next year.

SoundHound AI CEO Sells 137,290 Shares as AI Stock Comes Under Pressure

LMT is positioned to benefit from long-term ballistic missile modernization as Trident II upgrades support sustained strategic defense demand.

In a recent interview, Musk highlighted the potential for collaboration if SpaceX and Tesla were to combine forces.

Stocks are popping and oil is dropping in early trading. Gold and silver are mixed, while Bitcoin and other cryptocurrencies are rising notably. The dollar is flat, while Treasury yields are retreating a bit.

Morgan Stanley sees storm clouds gathering over the stock market, and the threats range from bond yields stealing investors away from equities to oil prices quietly strangling consumer spending. The next few months could test whether the bull market has enough resilience to survive them all.

Paramount Skydance Corp. has reached a settlement with California and other states suing to block its proposed acquisition of Warner Bros. Discovery Inc., according to a person familiar with the matter.

PepsiCo has shed nearly 7% this year while the S&P 500 climbed double digits, yet one prominent firm refuses to abandon a price target that towers far above Wall Street consensus and hinges on a very specific set of dominoes falling into place.

U.S. stocks opened the week higher, with the Nasdaq gaining 1.1% as AI stocks rallied on optimism over U.S.-China talks

Rack-scale AI systems are improving compute economics while consuming far more electricity, increasing the value of powered sites and onsite generation through 2028.

Kopernik Global Investors recently released its “Global All-Cap Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund faced a difficult investment environment in the second quarter of 2026, as momentum-driven markets and soaring semiconductor stocks sharply favored growth-oriented equities over the fund’s value-focused approach. Class I shares declined 6.60% […]

Novo Nordisk took the stage at its own capital markets day and said something that sent its stock tumbling 7%, yet its closest rivals barely flinched. What the company revealed about its future tells investors exactly how much trouble the Ozempic empire may be in.