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

RBC raises V2X price target to $88 despite 7.7% stock drop
Stocks

RBC raises V2X price target to $88 despite 7.7% stock drop

RBC Capital Markets raised its price target on V2X to $88 after the defense contractor's second-quarter update, which showed 98% revenue vis

Eleanor Whitfield ·
SK Hynix US shares jump 5% as analysts turn bullish on AI memory
Stocks

SK Hynix US shares jump 5% as analysts turn bullish on AI memory

SK Hynix's US-listed shares jumped 5% after at least six brokerages initiated coverage with bullish ratings. Analysts point to the company's

Marcus Devlin ·
Prologis to Buy UK Rival Segro in £14.3 Billion Warehouse Deal
Breaking

Prologis to Buy UK Rival Segro in £14.3 Billion Warehouse Deal

Prologis, the world's largest listed logistics REIT, has agreed to buy UK warehouse owner Segro for up to £14.3 billion. The deal is part of

Eleanor Whitfield ·
Berenberg cuts Sobi target to SEK560, flags three long-term risks
Stocks

Berenberg cuts Sobi target to SEK560, flags three long-term risks

Berenberg lowered its price target for Sobi to SEK560 from SEK575, highlighting three key risks: Doptelet erosion, Roche's next-gen hemophil

Marcus Devlin ·
RBC trims EssilorLuxottica growth forecast after AI smartglasses miss
Stocks

RBC trims EssilorLuxottica growth forecast after AI smartglasses miss

RBC Capital Markets lowered its 2026 organic growth forecast for EssilorLuxottica to 8.8% from 10.5% after a small Q2 revenue miss. The bank

Eleanor Whitfield ·
Berenberg lifts Ageas target after €1.1bn Malaysia stake sale
Stocks

Berenberg lifts Ageas target after €1.1bn Malaysia stake sale

Berenberg raised its Ageas price target after the Belgian insurer agreed to sell its 30.95% stake in Malaysia's Maybank Ageas for €1.1 billi

Eleanor Whitfield ·
Berenberg upgrades BE Semiconductor after 37% slide, sees new entry point
Stocks

Berenberg upgrades BE Semiconductor after 37% slide, sees new entry point

Berenberg upgraded BE Semiconductor to Buy after the stock fell 37% since June 22, keeping a 240-euro price target. The bank sees a better e

Marcus Devlin ·
Palantir and On Semi Surge on AI Forecasts, Lifting Nasdaq Futures
Stocks

Palantir and On Semi Surge on AI Forecasts, Lifting Nasdaq Futures

Palantir jumped 17% and On Semiconductor gained 7.5% after strong forecasts, lifting Nasdaq futures. Investors are watching whether heavy AI

Eleanor Whitfield ·
India's LIC slides as government launches discounted stake sale
Stocks

India's LIC slides as government launches discounted stake sale

India's biggest insurer, LIC, dropped after the government said it will sell up to 6.5% of the company at a discount. The sale could boost p

Marcus Devlin ·
Toyota raises profit forecast and buyback, but shares slip on weak quarter
Stocks

Toyota raises profit forecast and buyback, but shares slip on weak quarter

Toyota raised its full-year profit forecast and announced a 1 trillion yen buyback, but shares slipped 2.3% after quarterly profit fell shor

Marcus Devlin ·
BBVA buyback, Acciona stake sale, ACS reports keep Spanish stocks busy
Stocks

BBVA buyback, Acciona stake sale, ACS reports keep Spanish stocks busy

BBVA completed another share buyback tranche, Morgan Stanley is selling a 3% Acciona stake, and reports flagged ACS hospital contracts and a

Eleanor Whitfield ·
Alibaba's new AI model challenges US giants; AstraZeneca-Bristol Myers merger talks reported
Breaking

Alibaba's new AI model challenges US giants; AstraZeneca-Bristol Myers merger talks reported

Alibaba's new AI model could intensify competition for US tech giants, and AstraZeneca and Bristol Myers Squibb are reportedly exploring a m

Eleanor Whitfield ·