Stocks
Single names, sectors, valuations and the trades behind the tape, explained in plain language.
IperionX plans Texas move and Nasdaq direct listing
Titanium firm IperionX wants to move its top holding company to Texas and replace its Nasdaq American depositary shares with directly listed
Chery's $75M KG Mobility stake signals deeper Korea-China auto ties
Chery Automobile is investing $75 million in KG Mobility through convertible bonds, potentially taking a 10% stake. The deal pairs Chery's p
KKR reportedly near $4.3 billion deal for medical-device maker Integer
Private equity firm KKR is reportedly nearing a takeover of medical-device maker Integer Holdings, with a possible $127-a-share offer valuin
Norse Atlantic explores sale or merger as IndiGo deal ends
Norse Atlantic has launched a formal search for a sale, merger, or partnership as its IndiGo leasing deal ends and six Boeing 787s return. T
Bristol-Myers strong quarter tempered by launch delays, RBC says
Bristol-Myers Squibb delivered a strong second quarter, but RBC Capital Markets warns that delays for two key drugs, milvexian and Cobenfy,
RBC: ICON's growth story is stronger than pass-through margin worries
RBC Capital Markets argues ICON's growth story is sturdier than the market's focus on pass-through margins, citing a 1.2x direct fee book-to
RBC lifts Arxis target to $50 on strong Q2 margins and 2026 outlook
RBC Capital Markets raised its price target on Arxis to $50 after the company posted strong Q2 profitability and lifted its 2026 guidance. T
Check Point's sales overhaul may not pay off until 2027, RBC says
Check Point is still feeling the pain of its sales team reshuffle, with revenue slightly missing and product revenue down 14%. RBC says the
Wedbush stays bullish on Reddit despite user traffic dip
Wedbush remains bullish on Reddit even after a dip in US daily active users, arguing that improved ad tools, a shift to the app, and potenti
Gallagher holds 2026 outlook but lifts risk management growth target
Arthur J. Gallagher held most of its 2026 guidance after a mostly in-line Q2, but raised its Risk Management organic-growth outlook. RBC say
Gildan's raised margin target opens door to buybacks, RBC says
RBC Capital Markets says Gildan's raised 2026 margin target looks structural, helped by tariffs, making a year-end buyback restart more real
Ares CEO signals private equity expansion as allocators seek one-stop shops
Ares Management CEO Michael Arougheti says the $671 billion private credit firm may need to expand in private equity. The move reflects grow