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

Consumer stocks rise despite weak August sentiment reading
Stocks

Consumer stocks rise despite weak August sentiment reading

Consumer stocks rose Friday even as a key consumer sentiment gauge fell to its lowest level in months. Gap led gains with a 13% jump after l

Eleanor Whitfield ·
Gentex's growth plan wins UBS's cautious nod, but margins keep rating neutral
Stocks

Gentex's growth plan wins UBS's cautious nod, but margins keep rating neutral

UBS reiterates a neutral rating and $25 price target on Gentex, acknowledging the mirror maker's new tech roadmap is plausible but flagging

Marcus Devlin ·
RBC sees more upside in Martin Marietta's lime deal than market prices
Stocks

RBC sees more upside in Martin Marietta's lime deal than market prices

RBC Capital Markets thinks Martin Marietta's newly closed Lhoist North America deal could deliver more earnings power than investors expect.

Eleanor Whitfield ·
Berenberg Starts Epiroc at Hold, Citing Rich Valuation Despite Quality
Stocks

Berenberg Starts Epiroc at Hold, Citing Rich Valuation Despite Quality

Berenberg started coverage of Epiroc with a Hold rating and a 290-krona price target, praising the Swedish firm as a top-quality mining cape

Eleanor Whitfield ·
PayPal shares slide 13% as Advent and Stripe abandon buyout talks
Breaking

PayPal shares slide 13% as Advent and Stripe abandon buyout talks

PayPal shares tumbled 13% after reports that buyout firm Advent International and payments company Stripe abandoned a takeover bid. The $60.

Marcus Devlin ·
Better's board urges shareholders to reject ex-CEO's bid to oust five directors
Stocks

Better's board urges shareholders to reject ex-CEO's bid to oust five directors

Better Home & Finance is asking shareholders to vote against ex-CEO Vishal Garg's attempt to remove five directors. The company warns that G

Marcus Devlin ·
Asda returns to sales growth after two-year slump, but turnaround is far from done
Stocks

Asda returns to sales growth after two-year slump, but turnaround is far from done

Asda has inched back into sales growth, with like-for-like sales excluding fuel up 0.2% in the seven weeks to August 18. It's the first unde

Eleanor Whitfield ·
Lindt's growth outlook hinges on easing cocoa costs, UBS says
Stocks

Lindt's growth outlook hinges on easing cocoa costs, UBS says

UBS expects a mixed 2026 for Lindt & Sprüngli, with summer heat and a softer German consumer pressuring sales. But the bank sees up to CHF50

Eleanor Whitfield ·
Novo Nordisk's oral Wegovy keeps analysts confident despite pricing pressure
Stocks

Novo Nordisk's oral Wegovy keeps analysts confident despite pricing pressure

Analysts at AlphaValue/Baader lifted their price target on Novo Nordisk to 466 Danish kroner, citing the promise of its oral Wegovy. They al

Marcus Devlin ·
Lucid recalls 27,185 Air sedans over overheating light circuit
Stocks

Lucid recalls 27,185 Air sedans over overheating light circuit

Lucid is recalling 27,185 Air sedans in the US after regulators warned an exterior lighting circuit could overheat, posing fire and crash ri

Eleanor Whitfield ·
TVS Motor names insider Peyman Kargar as CEO, betting on global growth
Stocks

TVS Motor names insider Peyman Kargar as CEO, betting on global growth

TVS Motor has named insider Peyman Kargar as its next CEO, effective January 27, 2027. The move signals a focus on premium motorcycles, elec

Marcus Devlin ·
Stripe and Advent abandon PayPal bid after board rejects $60.50 offer
Stocks

Stripe and Advent abandon PayPal bid after board rejects $60.50 offer

Stripe and private equity firm Advent International have walked away from a potential bid for PayPal after the board rejected their $60.50-p

Eleanor Whitfield ·