Wall Street analysts are reshuffling their bets on Thursday, sending some of the market's biggest names in opposite directions as geopolitical tensions and inflation crosscurrents cloud the outlook. Find out which stocks got upgraded, downgraded, or newly covered today.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
BlackRock CEO Larry Fink believes the Bitcoin (BTC) and crypto market is in a strong position following the unwinding of excessive leverage. The CEO of the world’s largest asset manager also expressed optimism about traditional financial markets, expecting technological transformation to provide ...

<body><p>STORY: U.S. stocks closed higher on Wednesday, with the Dow gaining more than a quarter of a percent, the S&P 500 adding over a third of a percent and the Nasdaq climbing more than six-tenths of a percent.</p><p>A second day of solid bank earnings added momentum to an auspicious beginning to second-quarter reporting season.</p><p>BlackRock and Morgan Stanley both beat quarterly profit expectations, with shares of BlackRock advancing over 6.5% and Morgan Stanley also ending higher.</p><p>Strong earnings combined with more cooler-than-expected inflation data, in the form of June wholesale prices, helped lift stocks, says Melissa Brown, managing director of investment decision research at SimCorp.</p><p>"We saw some good earnings from the financial companies. And, you know, on top of that, there's just still the same buzz around the AI trade, around what's happening with semiconductors. And there's, we haven't really seen a lot of bad news. The inflation news has been better than expected, although I would argue still not good. So inflation is still higher than the Fed's target, even though it has come in a little bit lower than expected. But I think, you know, kind of all those things are conspiring to make it a good but not blowout day today."</p><p>Among the session's other stock moves, PayPal surged more than 17% after sources told Reuters that Stripe and private equity firm Advent International have jointly offered to acquire it.</p><p>And shares of United Airlines dipped in extended trading despite the carrier saying it expected full-year profit at the high end of its prior forecast, as the company's third-quarter outlook was short of Wall Street expectations.</p></body>
BlackRock shares rallied after the investment firm posted bumper quarterly results and made history as the first investment firm to manage more than $15 trillion in assets. BlackRock was the second-best performing stock in the S&P 500 index, which rose 0.4%. The S&P Financials, which includes BlackRock and a parade of large U.S. banks that also reported strong earnings this week, rose 0.7% to close at a record high.
Moby summary of BlackRock, Inc.'s Q2 2026 earnings call
BlackRock led a major rally in financial stocks. Its assets under management crossed a record $15 trillion for the first time, boosting its shares by 7%. Dealmaking added fuel to Wall Street, with PayPal surging 17% on a reported $53 billion takeover offer from Stripe and Advent.
BlackRock Inc (BLK) reports robust growth with record net inflows and revenue, while navigating increased expenses and market volatility.
Shares of tokenization firm Securitize jumped Wednesday after it announced a partnership with investment bank Cantor Fitzgerald to enable blockchain-based initial public offerings. Securitize was up about 12% Wednesday afternoon. The company recently made its debut on the New York Stock Exchange after shareholders approved its merger with a Cantor-sponsored special-purpose acquisition company.
📣 “I’m very optimistic on the outlook for global markets. We see great market fundamentals with higher corporate margins and earnings momentum catalyzed by new technology.” — BlackRock Chief Executive Larry Fink, speaking after his investment firm posted record second-quarter earnings.
BlackRock (NYSE:BLK) executives said the asset manager delivered record second-quarter results and its strongest first half on record, driven by broad-based client inflows, higher markets, acquisitions and continued demand for ETFs, private markets and technology offerings. Chief Financial Officer
Trade processor DTCC is launching a trial run with Wall Street firms to convert assets into digital tokens.
The firm pulled in $192 billion in client cash during the quarter, led by inflows into its iShares ETF franchise
BlackRock’s private-debt funds business took in a net $6 billion of new client money in the second quarter. The unit managed $151 billion in assets as of June. Like some of its private-markets peers, the asset manager had imposed limits on how much money individual investors could pull from its largest retail private-credit fund during the last two quarters.
BlackRock stock was gaining as it beat Wall Street expectations for earnings and assets under management.
BlackRock (NYSE:BLK) shares moved higher in premarket trading on Wednesday after the world’s largest asset manager reported stronger-than-expected second-quarter results, supported by record client inflows and continued growth across its investment platform. Earnings and revenue exceed expectationsBlackRock reported second-quarter earnings per share of 13.
Investing.com -- BlackRock shares rose about 3% in premarket trading Wednesday after the asset manager reported second-quarter earnings that comfortably beat expectations, driven by record inflows and strong organic growth across its platform.
July 15 (Reuters) - U.S. stock index futures edged higher as investors braced for a fresh wave of corporate earnings as well as producer inflation data due later Wednesday, while PayPal shares surged
Stocks looked set to rise again on Wednesday, building on gains from the previous session that were powered by a solid start to the second-quarter earnings season and cooler-than-expected inflation data. Nasdaq 100 futures added 0.4%. Dow Jones Industrial Average futures rose 81 points, or 0.2%.
BlackRock’s assets under management surged to a record $15.3 trillion in the second quarter, boosted by $192 billion in new money from clients and a roaring stock market. The world’s largest asset manager reported $1.
Today Earnings: Johnson & Johnson, Morgan Stanley, BlackRock, PNC Financial Services, Conagra, Cintas, United Airlines, Bank of New York Mellon, Elevance Health, J.B. Hunt, ASML Economic data: Producer-price index data for June, Empire State manufacturing survey, EIA weekly petroleum status report, Fed beige book.
Investing.com -- Mizuho Securities downgraded Circle Internet Group, the issuer of the USDC stablecoin, to Underperform from Neutral and trimmed its price target to $50 from $85, flagging competitive threats from a newly launched rival stablecoin that could undercut Circle’s core revenue model.
Investors are gearing up today for the start of a busy bank earnings season. They’ll also be closely watching the latest inflation data and appearances on Capitol Hill over two days by new Federal Reserve Chairman Kevin Warsh.