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

FedEx Sells Supply Chain Unit to CMA CGM for $1.4 Billion, Keeps Freight Ties
Stocks

FedEx Sells Supply Chain Unit to CMA CGM for $1.4 Billion, Keeps Freight Ties

FedEx has agreed to sell its FedEx Supply Chain unit to French shipping giant CMA CGM for about $1.4 billion. The deal includes multiyear ai

Eleanor Whitfield ·
ITG Jumps 12.5% in Nasdaq Debut After Pricing IPO Below Range, Signaling AI Infrastructure Demand
Stocks

ITG Jumps 12.5% in Nasdaq Debut After Pricing IPO Below Range, Signaling AI Infrastructure Demand

ITG, a digital infrastructure contractor backed by Oaktree, jumped 12.5% in its Nasdaq debut after pricing its IPO below the marketed range.

Marcus Devlin ·
Lime Shares Pop on Nasdaq Debut, Valuing Scooter Firm at $1.73 Billion
Stocks

Lime Shares Pop on Nasdaq Debut, Valuing Scooter Firm at $1.73 Billion

Lime shares rose 8% on their first day of trading, opening at $27 after pricing at $25. The micromobility company, backed by Uber, is valued

Eleanor Whitfield ·
SpaceX IPO Draws Heavy Short Interest, Each $1 Move Costs Bears $200M
Stocks

SpaceX IPO Draws Heavy Short Interest, Each $1 Move Costs Bears $200M

Short sellers have piled into SpaceX stock since its IPO, with short interest hitting 31% of free float. Ortex data shows each $1 move swing

Marcus Devlin ·
Nike's Turnaround Stalls as Sales Outlook Weakens, UBS Cuts Target to $48
Stocks

Nike's Turnaround Stalls as Sales Outlook Weakens, UBS Cuts Target to $48

Nike's latest update shows profits are being defended through cost cuts, but sales are still lagging. UBS trimmed its price target to $48 af

Marcus Devlin ·
RBC Cuts Methanex Target to $65, Sees Methanol Prices Past Peak
Stocks

RBC Cuts Methanex Target to $65, Sees Methanol Prices Past Peak

RBC analysts cut Methanex's price target to $65 from $70, even as they raised 2026-27 EBITDA forecasts. The move suggests methanol prices ha

Eleanor Whitfield ·
Martin Marietta's $13.5B Lhoist Deal Raises Debt Concerns, UBS Says
Stocks

Martin Marietta's $13.5B Lhoist Deal Raises Debt Concerns, UBS Says

Martin Marietta Materials plans to buy Lhoist North America for $13.5 billion. UBS likes the assets but notes the deal pushes leverage past

Eleanor Whitfield ·
RBC Downgrades Dow as Plastics Pricing Weakens, Flags $6 Billion Alberta Cracker Risk
Stocks

RBC Downgrades Dow as Plastics Pricing Weakens, Flags $6 Billion Alberta Cracker Risk

RBC Capital Markets downgraded chemicals giant Dow, cutting its price target from $51 to $28. The bank warns that softer polyethylene prices

Marcus Devlin ·
Morgan Stanley Upgrades Grindr, Sees AI and Telehealth as Growth Drivers
Stocks

Morgan Stanley Upgrades Grindr, Sees AI and Telehealth as Growth Drivers

Morgan Stanley upgraded Grindr to overweight, arguing its AI-powered EDGE tier and Woodwork telehealth service could drive significant reven

Eleanor Whitfield ·
Opel Teams with Leapmotor to Cut Costs and Launch Electric SUV
Stocks

Opel Teams with Leapmotor to Cut Costs and Launch Electric SUV

Opel is partnering with China's Leapmotor to develop an electric SUV, aiming to lower costs through automation. The move comes as the Stella

Marcus Devlin ·
Nike's Turnaround Drags On as China Sales Drop 17% and Revenue Forecast Weakens
Stocks

Nike's Turnaround Drags On as China Sales Drop 17% and Revenue Forecast Weakens

Nike's turnaround is taking longer than expected, with China sales down 17% and revenue forecast to decline into early 2027. The stock slipp

Eleanor Whitfield ·
Finimize Portfolio July 2026: SpaceX IPO, SK Hynix, and Defense Stocks Under Review
Stocks

Finimize Portfolio July 2026: SpaceX IPO, SK Hynix, and Defense Stocks Under Review

The Finimize Portfolio's monthly check-in shows an average return of 32% since October 2024, beating benchmarks by 18 percentage points. Spa

Eleanor Whitfield ·