Stocks
Single names, sectors, valuations and the trades behind the tape, explained in plain language.
Starbucks plans $1B store makeovers and $2B in cost cuts
Starbucks plans about 1,500 store renovations by September, scaling to 8,000-9,000 locations, while targeting $2 billion in cost cuts over t
Healthcare Stocks Slip as Analysts Turn Cautious; Cooper, BioCryst Lead Declines
US healthcare stocks slipped as analysts turned cautious. Cooper fell over 14% after cutting fiscal 2026 guidance, while BioCryst dropped 6.
UBS sees Aerie lifting American Eagle in second half, trims long-term outlook
UBS sees Aerie's strong demand carrying American Eagle into the second half, lifting its 2026 sales outlook. But the bank trimmed 2027-2028
Beyond the builders: finding AI-proof stocks with upside
The AI trade has been dominated by the companies building the technology. But a quieter opportunity sits with businesses that can adopt AI t
American Water-Essential merger clears more hurdles, UBS says
UBS says American Water Works' merger with Essential Utilities is clearing regulatory hurdles, with approvals now pending in six of eight ju
Avio expands to US with Virginia rocket motor plant
Avio is taking its rocket business to the US with a new solid rocket motor plant in Virginia. The Italian firm's profits are improving, and
Aehr lands record $41M Sonoma order as AI chip testing demand climbs
Aehr Test Systems has landed a record $41 million order for its Sonoma burn-in platform plus a $22 million follow-on for FOX-XP tools. Oppen
Poland's Cyfrowy Polsat founder Solorz steps back after family settlement
Billionaire Zygmunt Solorz has settled his family dispute over control of Cyfrowy Polsat, stepping into an advisory role. The deal ends lega
Visionary Metals starts drilling at King Solomon nickel-copper project
Visionary Metals has kicked off drilling at its King Solomon nickel-copper project in Wyoming, with Teck American providing funding and guid
RBC downgrades BioCryst as rival drug data raises Orladeyo competition fears
RBC Capital Markets downgraded BioCryst Pharmaceuticals after rival Pharvaris posted stronger-than-expected data for its oral HAE drug. The
RBC sees StepStone's private wealth engine powering 25% EPS growth
RBC says StepStone Group's private-wealth business is scaling quickly, with net asset value up five-fold to over $20 billion. The bank sees
SailPoint's AI pitch meets cautious guidance as ARR beats
SailPoint's fiscal Q2 annual recurring revenue and profitability impressed RBC, but management only fed the beat into its fiscal 2027 outloo