Stocks
Single names, sectors, valuations and the trades behind the tape, explained in plain language.
UBS Maintains Sell Rating on National Beverage as Margins Face Dual Pressure
UBS reiterated its sell rating and $33 price target on National Beverage, warning that softer sales volumes and stubborn input costs will ke
Morgan Stanley: Airlines Set for Smooth Q2 as Jet Fuel Dips Below $3
Morgan Stanley expects major US airlines like Delta and United to meet or exceed second-quarter guidance as jet fuel prices drop below $3 a
India to Sell Up to 5.04% Stake in Cochin Shipyard at 1,400 Rupees Floor Price
India's government is selling up to 5.04% of Cochin Shipyard through an offer for sale, with a floor price of 1,400 rupees per share. Non-re
O'Reilly Automotive Weighs $10 Billion NAPA Deal, UBS Says
UBS analysts say O'Reilly Automotive might buy Genuine Parts' NAPA auto-parts unit for over $10 billion. The deal could boost scale and supp
BofA Upgrades T-Mobile to Buy, Sees Shield Against Satellite Rivals
Bank of America upgraded T-Mobile to buy, saying the carrier has more room to raise wireless prices and is less exposed to new LEO satellite
Carlsberg and Sapporo Form Southeast Asia Joint Venture; Carlsberg to Control 75%
Carlsberg is forming a new joint venture with Sapporo in Southeast Asia, covering Vietnam, Laos, and Cambodia. Carlsberg will own 75% and ru
Morgan Stanley: AI Chip Rally May Be Peaking as Focus Shifts to Hyperscalers
Morgan Stanley says the recent pullback in AI chip stocks signals the market is moving past semiconductors. The bank sees investors turning
Splash Beverage Pivots to Pharma with 20-Year CannEpil Deal, Secures $6.5M Funding
Splash Beverage Group has signed a 20-year deal to commercialize CannEpil, a cannabinoid-based epilepsy drug, worldwide. The company secured
South Pacific Metals Hits High-Grade Gold at Ontenu, Hints at Broader System
South Pacific Metals announced high-grade gold equivalent results from its Ontenu project in Papua New Guinea. Drill hole ONED26-009 returne
Leonardo Deepens State Cloud Role as Italy Reshapes PSN Ownership
Leonardo is set to increase its stake in Polo Strategico Nazionale (PSN), Italy's government cloud, to 35%. The move comes as Poste Italiane
Solstice's $14.5 Billion Element Deal Puts AI Materials First
Solstice Advanced Materials, set to spin off from Honeywell in October 2025, is buying Element Solutions for roughly $14.5 billion. The deal
Tencent Sells $1.55B in Kuaishou Shares, Discount Signals Strategic Shift
Tencent Mobility is selling 273 million Kuaishou shares at a 3.2%-6.2% discount to raise up to $1.55 billion. The block sale is fully second