Stocks
Single names, sectors, valuations and the trades behind the tape, explained in plain language.
Chinese tech stocks hit record valuations as AI frenzy grips retail investors
Chinese tech stocks have become the most expensive in the world, driven by a retail-led AI frenzy. The Star 50 index trades above 150 times
Wolverine's Saucony and Merrell gain share, UBS raises outlook
UBS says Wolverine World Wide's Saucony and Merrell are taking market share, and shares climbed over 5% Friday after the company slightly ra
Thrive Capital reveals $215 million Amazon stake in AI push
Thrive Capital, the venture firm led by Joshua Kushner, reported owning 904,038 Amazon shares worth $215.5 million as of June 30. The move h
Reddit's S&P 500 Debut Sends Stock Up 14% as Index Funds Prepare to Buy
Reddit is set to join the S&P 500, replacing AvalonBay Communities before trading opens on Aug. 18. The stock jumped 14% on the news, even a
HawkEye 360 faces busy H2 as RBC sees Middle East, US contracts as catalysts
HawkEye 360 is set for a busy second half as RBC Capital Markets highlights Middle East demand and pending US contract decisions as key cata
Ventas lifts 2026 investment target to $4.5B; RBC raises forecasts
Ventas, a healthcare REIT, raised its 2026 investment target to $4.5 billion. RBC Capital Markets lifted its earnings forecasts, citing the
RBC upgrades LTC Properties on shift to senior housing
RBC upgraded LTC Properties to Outperform, expecting its senior housing operating portfolio to reach about 50% of assets by 2026. The REIT p
Coach's growth shifts overseas as North America slows, Morgan Stanley says
Morgan Stanley says Coach's North American growth slowed to 10% in Q4, but international sales jumped 23%. The key test is whether overseas
Boeing swaps air taxi units for a $1 billion stake in Archer Aviation
Boeing is trading its air taxi and drone businesses for a nearly 20% stake in Archer Aviation, a deal worth over $1 billion. The move lets B
Engine Capital pushes H.B. Fuller to test full sale after unit bid
Engine Capital, a 2% shareholder, wants H.B. Fuller to treat Ancora's $1.1-1.2 billion cash bid for its building adhesives unit as a startin
SK hynix faces governance backlash over Solidigm Nasdaq IPO plan
SK hynix is under fire in South Korea for exploring a Nasdaq IPO of its US storage unit Solidigm. Critics say the structure would create a f
Dangote Refinery plans October IPO for Nigerian retail investors
Dangote Refinery plans an October IPO aimed at Nigerian retail investors, potentially raising up to $5 billion. A foreign listing is still a