Dear Corteva Stock Fans, Mark Your Calendars for Oct. 1 Corteva is about to officially spin off its seed genetics business Barchart · Sep 30
UBS Started Coverage of CoreWeave With a ‘Buy’ Rating. What This Means for CRWV Stock. UBS started coverage of CoreWeave with a Buy rating and a $120 target on Sept. 23, arguing the market is underestimating demand for AI computing capacity. Barchart · Sep 28
European shares log weekly gains as oil prices ease, Mideast tensions linger European markets rallied as declining oil prices broke a three-week slump. Despite lingering investor caution due to geopolitical tensions in the Middle East and rising bond yields, the pan-European STOXX 600 index saw gains, primarily fueled by strong performances from banking and airline sectors. However, concerns over energy costs remained… The Economic Times · Sep 26
A $1.2 Billion Reason to Buy Lockheed Martin Stock Lockheed Martin’s $1.2 billion U.S. Army contract for its Precision Strike Missile could give LMT stock a fresh catalyst as the company ramps up production and expands its portfolio. Barchart · Sep 25
Is Palantir Worth $250 or $1? Bulls and Burry Arrive at Opposite Conclusions UBS and DA Davidson raised Palantir price targets to $250 on AI sovereignty optimism, while short seller Michael Burry has increased his bet against PLTR, citing valuation and receivables concerns. MarketBeat · Sep 24
RPS Ventures sells 0.9% stake in Meesho for Rs 899.7 crore As of June 30, RPS Ventures held a 1.2% stake in Meesho. Norges Bank, Fidelity, Goldman Sachs, Morgan Stanley and Citigroup were among the buyers of the shares. The shares changed hands at Rs 233 apiece. Meesho’s stock ended 1.6% lower at Rs 236.35 on the BSE. The Economic Times · Sep 23
UBS Says High Yields Are Creating Investment Opportunities: EM Asia Is Standing Out. A strong macroeconomic backdrop could support emerging-market debt, according to Adrian Zuercher, co-head of global asset allocation and co-head of global investment management for Asia-Pacific at UBS's Chief Investment Office. International Business Times · Sep 23
In midterm years, October is usually the best month for stocks, with gains 73.7% of the time Since 1950, September has been the weakest month of a midterm year, and October and November the strongest. Strategists say the setup, so far, still holds. Fortune · Sep 23
Meesho shares drop 4% after block deal worth Rs 900 crore. Should you buy the dip? Meesho shares witnessed a dip on Wednesday after 3.86 crore shares changed hands in a block deal worth Rs 899.71 crore on the BSE. The transaction came a day after the stock surged nearly 10% following UBS’ 24% target price hike. The Economic Times · Sep 23
UBS upgrades Bajaj Finance shares, LT Finance as it sees NBFCs better placed than banks. Here’s why UBS upgraded Bajaj Finance to Neutral and L&T Finance to Buy, citing improving asset quality and a revival in unsecured lending. The brokerage sees scope for re-rating as personal loan growth accelerates, liquidity remains supportive and funding conditions stay favourable. It also expects improving return on assets across select NBFCs. The Economic Times · Sep 23
Bajaj Finance shares jump 3% after UBS upgrades to Neutral, hikes target price while Jefferies screams Buy Bajaj Finance shares jumped 3% on Wednesday following bullish brokerage calls. Global brokerages Jefferies and UBS issued positive outlooks, with Jefferies maintaining a Buy rating with a target of Rs 1,280, while UBS upgraded the stock to Neutral with a target price of Rs 1,100. The Economic Times · Sep 23
Dear ON Semiconductor Stock Fans, Here’s What You Need to Know About ON’s Financial Analyst Day ON stock stumbled after the firm's long-awaited Financial Analyst Day, then found its footing. Here’s a closer look at the targets, opportunities, and strategy unveiled. Barchart · Sep 22
Meesho shares rally 12% after UBS hikes target price by 24%. What’s keeping analysts bullish? UBS has raised its Meesho estimates across NMV, contribution profit and EBITDA, citing stronger seller and buyer growth and improving unit economics. The brokerage expects contribution margins to expand as logistics costs ease and advertising revenue grows. Meesho’s ability to sustain user additions, ordering frequency and NMV growth remains central… The Economic Times · Sep 22
HDFC Bank shares hit 7-week high as RBI weighs Anup Bagchi for CEO post. What lies ahead? HDFC Bank shares rose to a nearly seven-week high of Rs 749.30, extending gains to 5% over three sessions, after ET reported that the RBI is weighing Anup Bagchi’s candidature for the bank’s CEO and MD post and has sought feedback from IRDAI and ICICI Bank CEO Sandeep Bakhshi. The Economic Times · Sep 22
Barchart · Sep 18 This Analyst Just Downgraded Array Technologies. Here's Why. UBS issues a bearish note on Array Technologies stock. Here’s why analyst Jon Windham cautions against owning ARRY shares.
Barchart · Sep 15 Why UBS Just Turned Bearish on NuScale Power Stock UBS downgraded NuScale Power to a "Sell" rating, citing multiple factors ranging from increased competition and regulatory hurdles.
Barchart · Sep 15 Dear Corteva Stock Fans, Mark Your Calendars for September 15 Corteva is hosting an Investor Day to discuss its upcoming spinoff. Here's what to know.
MarketBeat · Sep 15 Clearance to Climb: Why Allegiant Has Room to Fly UBS upgraded Allegiant Travel to Buy with a $107 target after shares fell 28%, citing strong asset backing, Sun Country synergies, and contracted cargo revenue.
Fortune · Sep 14 'Crazy days' and 'silly season' in the stock market raise the prospect of a 'late-stage' AI bubble finally popping Wednesday could matter a great deal indeed: will Fed Chair Kevin Warsh hike rates and begin the end of the long AI bull market?
International Business Times · Sep 10 Investors Are Feeling Calm At The Moment. UBS' CEO Says They Should Be Worried. Sergio Ermotti said markets are showing too little volatility even though wars, trade tensions and persistent inflation add to global risks.
The Economic Times · Sep 9 US stocks calm ahead of midterm polls, but markets may be underpricing the risk US stocks remain near record highs ahead of the US midterm elections, but unusually low market volatility is raising concerns that investors may be underestimating risks. With the VIX near 15, analysts warn that crowded positioning and limited demand for protection could leave markets vulnerable to a sudden shock.
Barchart · Sep 9 Greg Abel Says Berkshire Is Bullish on Hyperscaler Stocks as It Doubles Down on Google Berkshire Hathaway is doubling down on Google while betting that soaring AI data center demand could turn electricity into its next major growth opportunity.
International Business Times · Sep 9 Zcash: A Privacy Coin ETF Is Holding Up Crypto While Bitcoin Fights for $79K Bitcoin trades near $78,900 on September 9, up half a percent after bouncing from $77,600, reclaiming $79,000, and promptly losing it again.
Fortune · Sep 3 As U.S. Treasury moved to shore up its bond market, the Netherlands rushed 86 tons of gold out of America because of ‘geopolitical unrest’ The move to improve liquidity of gold is “not normal behavior,” said UBS’s Paul Donovan.