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UBS hires Morgan Stanley’s Taylor Henricks to head M&A in Americas
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INmune slides again as Scotiabank, RJ cut ratings after Alzheimer’s drug miss
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Wolfe Research refreshes high-conviction ideas heading into H2
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Raymond James bumps Hyatt rating as $2 bln resort sale eases balance sheet worries
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U.S. Senate passes ’big, beautiful bill’
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BofA highlights Meta’s early AI gains and revenue momentum, reiterates Buy rating
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Wall Street analysts start bullish on Omada Health on chronic care market growth
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AstraZeneca stock rises amid reports CEO favors US listing move
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ASML target cut at BofA on Foundry/Logic risks
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Apple stock surges despite analysts' concerns over AI strategy shift
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Nike recovery underway, analyst expects company to continue to dominate long-term
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Tesla stock extends losses as Trump threatens to deport Musk
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Medical device maker stocks falls after proposed Medicare payment cuts
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Warner Bros. Discovery stock falls after Advance/Newhouse sells $1B stake
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Needham charts path for Taiwan Semi to generate $90B in AI revenue by 2030
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Goldman ups Oshkosh to Buy on ’inflecting Machinery supply, embedded tariff risks’
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TD downgrades Sweetgreen as sales slump overshadows robot rollout
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AI momentum could drive more gains for tech in second half: Wall Street
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Total AV market could hit $1.2tn by 2040, says BofA
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Tesla stock plunges as Trump threatens to deport Musk
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BofA introduces the Top 10 U.S. Ideas for Q3 2025
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Fed’s Müller says ECB can wait before further rate changes
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Goldman rolls out latest U.S. Conviction List update
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Macau casino stocks soar as June gaming revenue beats expectations
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JPMorgan says Tesla demand weakness likely continued in second quarter
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MSC Industrial stock gains despite Q3 earnings, revenue decline
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BofA adds SAP stock to Top 10 EMEA ideas for Q3
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DOGE’s overhaul of SEC targets SPAC and private fund rules
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Wall Street weighs in on Boeing's new CFO appointment
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Oceaneering International (OII) wins $34.8 million Navy contract option
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Lockheed Martin (LMT) secures $101.5 million in Navy contracts
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Raytheon (RTX) secures $49.8 million contract for SM-6 missile production
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Northrop Grumman (NOC) secures $58.8 million in defense contracts
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Hewlett Packard Enterprise (HPE) wins $56 million in DoD contracts
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General Dynamics (GD) awarded $150 million contract for Abrams program
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Circle applies for U.S. trust bank license after successful IPO
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As
stocks notch records, sentiment lags behind, but ’Fed put’ to support bulls
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Elon Musk criticizes spending bill, calls for new political party
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QXO turns attention elsewhere as Home Depot nabs GMS - source
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Why is Fiserv launching a stablecoin?
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Apple to face DoJ’s monopoly lawsuit, after judge denies dismissal of case
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Apple stock fluctuates following report of potential AI partnership for Siri
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Jefferies trims China tech targets but stays positive on Alibaba, Meituan and JD
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BTIG starts Driven Brands at Buy, Mister Car Wash at Neutral
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EU reportedly willing to accept universal 10% tariff but with sector exemptions
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Meta forms AI superintelligence lab headed by Scale AI’s Wang
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Powell seen as ’lame duck’ Fed Chair as his replacement could be added soon
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MDA Space stock rises after securing maritime surveillance contract extension
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2 reasons why Mastercard and Visa shares are underperforming right now
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Citi upgrades Linde on project wins and productivity gains
