Stocks
Single names, sectors, valuations and the trades behind the tape, explained in plain language.
Lynas pauses CEO search during failed takeover talks
Lynas Rare Earths says takeover talks earlier this year went nowhere, and the CEO search was paused for about 4-1/2 months during the discus
Bernstein: Richemont's jewelry strength is being masked by its past
Bernstein argues that investors are pricing Richemont based on its past, not its present. With Cartier and Van Cleef & Arpels leading growth
BHP's top China dealmaker exits as iron ore talks loom
BHP's chief commercial officer Rag Udd is stepping down at the end of January, leaving the miner without its top dealmaker for iron ore talk
Pengana asks Takeovers Panel to pause buyback and rights issue
Pengana Capital Group is asking Australia's Takeovers Panel to pause Pengana International Equities' planned buyback and 1-for-1 rights issu
S&P Global weighs Capital IQ Pro spinout worth billions
S&P Global is exploring a spinout of its Capital IQ Pro data platform, a move that could create a standalone company valued in the high sing
Harrow's eye-care bet faces its make-or-break test in late 2026
Harrow's eye-care sales grew 11% last quarter but missed expectations, and heavy sales-team spending produced an adjusted EBITDA loss. The c
Coal India files IPO for 10% of Mahanadi Coalfields, a secondary share sale
Coal India has filed for an IPO of a 10% stake in its subsidiary Mahanadi Coalfields, selling up to 661.8 million shares. The offering is se
Back-to-school sales surge 9.6%, but discretionary stocks slip
Redbook same-store sales rose 9.6% year over year, signaling strong back-to-school demand. But consumer discretionary stocks fell 1.6% while
Copart's Investment Case Is Looking Pretty Banged Up
Copart's investment case is weakening as competition, strategy, and growth all shift. The car-auction giant remains a solid business, but it
Costco's flat stock hides a quietly compounding business
Costco's stock has gone nowhere for about a year, yet the business keeps humming: traffic up, members renewing, membership income climbing.
BofA downgrades PG&E and Edison as California wildfire bill falls short
Bank of America downgraded PG&E and Edison International after California's wildfire bill failed to provide the liability and financing clar
RBC Cuts Revvity to Sector Perform on Slowing Diagnostics Growth
RBC Capital Markets initiated coverage on Revvity with a sector perform rating and $135 price target, flagging slower momentum at its Euroim