Stocks
Single names, sectors, valuations and the trades behind the tape, explained in plain language.
Paramount+ adds 2M subscribers as $110B Warner Bros. Discovery deal faces lawsuit risk
Paramount+ added 2 million subscribers in its latest quarter, but the bigger story is the clock on its $110 billion merger with Warner Bros.
Sales tax holidays boost retail sales, but McDonald's and Nike diverge
US retail sales got a boost from sales tax holidays in several states, with Redbook same-store sales up 8.7% year over year. But big brands
ON Semi's AI data center boom masks slow auto and industrial growth
Truist Securities says ON Semiconductor's latest quarter was driven by AI data center demand, while its larger automotive and industrial seg
US consumer spending holds up as back-to-school sales lift retail
US consumer stocks held steady as Redbook reported 8.7% year-on-year same-store sales growth, boosted by tax-free shopping weekends. McDonal
P&G to buy supplement maker Thorne for $3.8 billion
Procter & Gamble is buying supplement maker Thorne for $3.8 billion, adding to its lineup of wellness brands. The deal signals big consumer
RBC raises V2X price target to $88 despite 7.7% stock drop
RBC Capital Markets raised its price target on V2X to $88 after the defense contractor's second-quarter update, which showed 98% revenue vis
SK Hynix US shares jump 5% as analysts turn bullish on AI memory
SK Hynix's US-listed shares jumped 5% after at least six brokerages initiated coverage with bullish ratings. Analysts point to the company's
Prologis to Buy UK Rival Segro in £14.3 Billion Warehouse Deal
Prologis, the world's largest listed logistics REIT, has agreed to buy UK warehouse owner Segro for up to £14.3 billion. The deal is part of
Berenberg cuts Sobi target to SEK560, flags three long-term risks
Berenberg lowered its price target for Sobi to SEK560 from SEK575, highlighting three key risks: Doptelet erosion, Roche's next-gen hemophil
RBC trims EssilorLuxottica growth forecast after AI smartglasses miss
RBC Capital Markets lowered its 2026 organic growth forecast for EssilorLuxottica to 8.8% from 10.5% after a small Q2 revenue miss. The bank
Berenberg lifts Ageas target after €1.1bn Malaysia stake sale
Berenberg raised its Ageas price target after the Belgian insurer agreed to sell its 30.95% stake in Malaysia's Maybank Ageas for €1.1 billi
Berenberg upgrades BE Semiconductor after 37% slide, sees new entry point
Berenberg upgraded BE Semiconductor to Buy after the stock fell 37% since June 22, keeping a 240-euro price target. The bank sees a better e