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

Union Pacific has signed a binding agreement with Canadian National Railway to resolve competition concerns over its proposed Norfolk Southe

RBC Capital Markets lifted its 2026 volume growth estimate for Norfolk Southern to 2.2% after a strong second quarter. The analysts say tigh

Wedbush argues TaskUs's recent slowdown with its largest client is due to automation moving work from Trust & Safety to AI Services, not a d

Morgan Stanley cut its price target on Boston Beer to $190 from $220, citing weakness in core brands Twisted Tea and Truly. The bank also lo

Morgan Stanley cut its price target for Tractor Supply to $35 from $45 after the rural retailer abandoned its long-term financial targets. T

Morgan Stanley raised its earnings forecasts for Nasdaq after a strong quarter, pointing to AI, tokenization, and a planned 23/5 US equities

Berenberg raised its forecasts for Fresnillo after a stronger-than-expected Q2 production update for gold and base metals. The bank kept a H

Poste Italiane's offer for Telecom Italia is now open, and the company says it will unveil a strategic plan for the combined group early nex

A Seoul High Court divorce ruling requires SK Group Chairman Chey Tae-won to pay 944 billion won in cash to his ex-wife, but he keeps his 17

Poste Italiane beat profit expectations as the Treasury readies its July 29 semi-annual BOT sale. STMicroelectronics laid out new investment

Reports of massive bonuses at Samsung Electronics have sparked a broader labor movement in South Korea. Unions at Hyundai Motor and Kakao ar

Iris Cairns Property has declared its takeover offer for Reef Casino Trust unconditional after securing Queensland Government approvals. The