Stocks
Single names, sectors, valuations and the trades behind the tape, explained in plain language.
UBS: Semtech's data center growth can offset cellular unit sale
UBS believes Semtech's data center segment will keep growing, offsetting the sale of its cellular module unit. The bank expects the sale to
Viking's ship swaps keep river cruises sailing through low water
Low river levels are forcing Viking to reshuffle itineraries, but the cruise line has avoided cancellations by moving guests between its fle
Oppenheimer lifts WisdomTree price target to $27 on steady inflows
Oppenheimer raised its price target on WisdomTree to $27, pointing to steady ETF inflows and recent acquisitions. The firm says growth is dr
Oppenheimer trims Intuit targets as growth outlook softens
Oppenheimer trimmed its fiscal 2027 forecasts for Intuit and lowered its price target to $380 after the company softened its long-term growt
Intuit Downgraded as TurboTax Faces AI Rivals and Soft 2027 Outlook
Bank of America downgraded Intuit to Neutral and cut its price target to $360, citing TurboTax share losses to cheaper AI tax tools and soft
China AI basket gets a refresh after 20% stumble
The CHAD-10 basket, launched in June 2025 to ride China's AI push, has fallen 20% as heavy spending by Baidu, Alibaba, and Tencent failed to
Silver Bullet Mines switches Arizona feedstock, plans C$670K funding
Silver Bullet Mines is shifting its Arizona processing plan to the Columbia/Gold Queen Complex and lining up a C$670,000 convertible debentu
Privacy backlash could slow Ray-Ban Meta's disruption, Bernstein says
Bernstein says privacy backlash around Ray-Ban Meta smart glasses could slow their disruptive impact, keeping EssilorLuxottica's valuation n
Shein's IPO investors accept unusual six-month lock-up on new shares
Shein's existing investors have agreed to a six-month lock-up on new shares they'll receive in the Hong Kong IPO, Bloomberg reports. The unu
Victory Capital's $7B First Eagle Deal Creates $571B Asset Manager
Victory Capital is acquiring First Eagle Investments for about $7 billion in cash and stock, creating a roughly $571 billion asset manager.
Jiangsu backs biotech overseas deals as Beijing tightens scrutiny
Jiangsu, China's biotech hub, is backing overseas M&A and licensing for local drugmakers. The support comes as Beijing tightens scrutiny of
Prosus faces investor revolt over insider voting power
Major Prosus shareholders, including CalPERS and Norges Bank, will vote against board re-elections and pay plans. They protest a structure t