Investing.com -- Wolfe Research has updated its Alpha List, adding Targa Resources (NYSE: TRGP), M&T Bank (NYSE: MTB), and Warner Music Group (NASDAQ: WMG), while removing Energy Transfer (NYSE: ET), Kinsale Capital, and Netflix (NASDAQ: NFLX) in a strategic rotation based on near-term catalysts and valuation.
Wolfe analysts added Targa as the firm’s preferred way to play U.S. liquids-focused infrastructure.
“We expect continued well above average growth now at a... (continue reading...)
Investing.com -- Raymond James on Tuesday upgraded Hyatt Hotels Corp to Strong buy and lifted its price target to $165, saying a $2 billion deal to offload recently acquired Playa Hotels & Resorts real‑estate assets removes a “significant overhang” on the stock.
Hyatt shares were up about 5% Tuesday at $146 in trading.
RJ said the agreement to sell all 15 Playa resorts to Tortuga Resorts, a joint venture between KSL Capital Partners and Mexico’s Rodina, came sooner than... (continue reading...)
Investing.com -- The Republican-controlled U.S. Senate passed the One Big Beautiful Bill Act on Tuesday with Vice President JD Vance casting the tie-breaking vote. The final vote was 51-50 in favor.
The legislation, which was backed by President Donald Trump, will now return to the House for further consideration before potentially reaching the president’s desk.
Three Republican senators broke ranks to oppose the bill: Rand Paul of Kentucky, Thom Tillis of North... (continue reading...)
Investing.com -- In a note to clients on Tuesday, Bank of America reiterated its Buy rating on Meta Platforms (NASDAQ: META) with a $765 price target, citing strong early momentum in artificial intelligence and a strategic overhaul of the company’s AI division.
The move follows reports that the company has created a new Superintelligence Labs unit, led by Alexandr Wang, former CEO of ScaleAI, with Nat Friedman, former GitHub CEO, helping to oversee product development... (continue reading...)
Investing.com -- Barclays, Goldman Sachs, JP Morgan and Morgan Stanley issued bullish rating on Omada Health stock saying the virtual‑care provider could capture more of the large market for diabetes, hypertension and weight‑management services.
Barclays began at “overweight” with a $21 price target, arguing Omada’s new GLP‑1 weight‑loss programme should speed adoption of its digital coaching platform.
Goldman Sachs started at “buy” and set the Street‑high target of... (continue reading...)
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