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Single names, sectors, valuations and the trades behind the tape, explained in plain language.

Kodiak Sciences insider buy signals confidence despite past timing
Stocks

Kodiak Sciences insider buy signals confidence despite past timing

Kodiak Sciences director Felix Baker spent $157 million on shares, lifting Baker Bros.' stake to 35%. The move is seen as a strong positive

Eleanor Whitfield ·
Stryker picks insider Spencer Stiles as next CEO, shares dip
Stocks

Stryker picks insider Spencer Stiles as next CEO, shares dip

Stryker announced Spencer Stiles will become CEO on January 1, 2027, succeeding Kevin Lobo, who moves to executive chair after 14 years. Sha

Marcus Devlin ·
Deutsche Telekom sets AI revenue and cost-saving targets for 2030
Stocks

Deutsche Telekom sets AI revenue and cost-saving targets for 2030

Deutsche Telekom laid out concrete AI goals: €800 million in revenue and €2.5 billion in cost savings by 2030. Bank of America kept its rati

Eleanor Whitfield ·
RBC upgrades Rio Tinto as iron ore supply tightens, cash release looms
Stocks

RBC upgrades Rio Tinto as iron ore supply tightens, cash release looms

RBC Capital Markets upgraded Rio Tinto to 'sector perform,' citing less one-way downside risk for iron ore as supply tightens and shipping c

Eleanor Whitfield ·
Delta Resources expands gold hunt with Phase II sampling at Delta-1
Stocks

Delta Resources expands gold hunt with Phase II sampling at Delta-1

Delta Resources has kicked off Phase II till sampling at its Delta-1 gold project near Thunder Bay, covering nearly all of its 340-square-ki

Marcus Devlin ·
Pinterest names Amazon Ads veteran James Dibbo as next CFO
Stocks

Pinterest names Amazon Ads veteran James Dibbo as next CFO

Pinterest has tapped James Dibbo, a veteran of Amazon Ads and Prime Video, to become its next chief financial officer. He replaces Julia Don

Eleanor Whitfield ·
RBC cuts Kering target as Gucci slowdown hits luxury demand
Stocks

RBC cuts Kering target as Gucci slowdown hits luxury demand

RBC Capital Markets cut its price target for Kering to 260 euros, citing Gucci's expected 5% organic sales decline. The luxury group reports

Marcus Devlin ·
Kraft Heinz bets $700M on healthier foods to win back shoppers
Stocks

Kraft Heinz bets $700M on healthier foods to win back shoppers

Kraft Heinz is pouring $700 million into marketing and R&D to catch up on healthier convenience foods. The push includes high-protein PowerM

Eleanor Whitfield ·
Legrand raises 2030 targets on data center boom
Stocks

Legrand raises 2030 targets on data center boom

Legrand raised its 2027-2030 growth and profit targets, citing booming North American data center demand. Analysts at AlphaValue/Baader Euro

Eleanor Whitfield ·
Stellantis Italy output rebounds, but hybrid Fiat 500 misses target
Stocks

Stellantis Italy output rebounds, but hybrid Fiat 500 misses target

Stellantis' Italian output is on track to rise to about 450,000 vehicles this year, according to a union forecast. But the hybrid Fiat 500,

Marcus Devlin ·
Malaysia stocks rise for third day as Top Glove jumps 11%
Stocks

Malaysia stocks rise for third day as Top Glove jumps 11%

Malaysia's benchmark index extended its winning streak as Top Glove jumped more than 11% on a sharp profit rise. Meanwhile, CIMB is explorin

Eleanor Whitfield ·
Berenberg sees Sampo's Q3 premium growth holding up despite IT hit
Stocks

Berenberg sees Sampo's Q3 premium growth holding up despite IT hit

Berenberg says Sampo's core insurance business looks solid, with Nordic premiums expected to rise 7.5% in Q3. But a €118m IT write-down and

Marcus Devlin ·