Reported 12 days ago
Source: WSJ
Reported 12 days ago
President Trump stated that the high tariffs he threatened to impose on China are not viable, expressing optimism about upcoming trade talks with Chinese President Xi Jinping. In an interview, Trump remarked that while the tariffs could potentially remain, their sustainability is questionable. He indicated a desire for a broader trade deal to ease ongoing tensions and mentioned a scheduled meeting with Xi, while Treasury Secretary Scott Bessent echoed confidence in repairing trade relations.
Source: YAHOO
Reported 12 days ago
Both Palantir and Snowflake have experienced significant growth driven by their AI software offerings, with Palantir's generative AI platform enhancing operational efficiency and Snowflake's AI features enabling better data utilization. Palantir reported a remarkable 44% revenue growth in early 2025, while Snowflake's adoption of AI has created a strong customer base. Ultimately, despite their impressive performances, Snowflake is suggested as the preferable investment option due to its more favorable valuation.
Source: YAHOO
Reported 12 days ago
US bank stocks rebounded on Friday after regional lenders reported solid earnings, calming worries about credit quality following a selloff. The S&P Regional Banks Select Industry Index rose by 1.7% after a significant drop earlier in the week due to fraud concerns affecting some banks. Companies like Truist and Regions Financial showed lower-than-expected provisions for credit losses, helping restore investor confidence. Despite ongoing global banking stock challenges, analysts believe recent selloff fears may have been overblown.
Source: YAHOO
Reported 12 days ago
Source: INVESTORS
Reported 12 days ago
Austin Russell, the ousted CEO and co-founder of Luminar, has made a bid to acquire the company five months after his removal due to an ethics inquiry. His proposal, disclosed in an SEC filing, involves his new firm, Russell AI Labs, purchasing all outstanding shares of Luminar’s Class A stock. If successful, the acquisition could lead to the creation of a larger unified technology platform in the automotive sector.
Source: YAHOO
Reported 12 days ago
Recent analyst calls reveal significant upgrades and downgrades in Wall Street stocks, with UBS raising Deere's rating to Buy, citing anticipated recovery in 2027, while Barclays downgraded AST SpaceMobile due to excessive valuations despite its potential. Key highlights also include upgrades for AppFolio and Freeport-McMoRan, and downgrades for Booz Allen and Graphic Packaging, reflecting varying investor sentiments.
Source: YAHOO
Reported 12 days ago
The Trump administration's efforts to dismantle diversity, equity, and inclusion (DEI) programs have significant implications for Atlanta, a city historically tied to the civil rights movement. Mayor Andre Dickens resisted federal demands to abolish such initiatives at the city's airport, potentially sacrificing millions in federal funding. Major corporations like Coca-Cola and Home Depot have started altering their DEI commitments, opting to use more neutral language, placing them at odds with local community relationships. This shift has stirred concerns among civil rights advocates who fear reversion to outdated practices that threaten the progress achieved in corporate diversity.
Source: YAHOO
Reported 12 days ago
Source: INVESTORS
Reported 12 days ago
Ategrity Specialty Insurance Company Holdings (NYSE:ASIC) is highlighted as a young stock with significant upside potential, although recent adjustments have been made to its price target by analysts. While JPMorgan has lowered its price target to $22, maintaining an Overweight rating, Barclays has a bullish outlook, setting a target of $30. Despite moderate growth expectations in the insurance sector, the company's fundamentals remain strong, prompting interest among investors even as some analysts suggest exploring other AI stocks that may offer better returns.
Source: YAHOO
Reported 12 days ago
LandBridge has announced an agreement to acquire approximately 37,500 acres from 1918 Ranch & Royalty in Texas, with the deal expected to close in Q4 2025. This acquisition will enhance LandBridge's holdings to around 300,000 acres and improve its access to water infrastructure in the Permian Basin, thereby supporting future revenue growth and managing produced water volumes in the Delaware Basin.
Source: YAHOO
Reported 12 days ago
Barclays analyst Benjamin Budish has reduced Marex Group's price target from $50 to $40 while maintaining an Overweight rating, as part of the preview for the company's Q3 2025 earnings report. Despite this adjustment, Barclays does not anticipate significant surprises in the upcoming reports. Marex Group (MRX) remains a noteworthy financial services provider, although some analysts suggest that other AI stocks may present better investment opportunities.
Source: YAHOO
Reported 12 days ago
Mizuho has downgraded Venture Global Inc. from Outperform to Neutral after the company lost an arbitration case with BP concerning a breach of contract. The ruling found that Venture Global failed to declare the Commercial Operation Date for its Calcasieu Pass plant on time, which negatively impacted its stock outlook, leading to a revised price target of $12 from $17.
Source: YAHOO
Reported 12 days ago
Keefe Bruyette analyst Sanjay Sakhrani has reduced the price target for Chime Financial Inc. (NASDAQ:CHYM) from $42 to $35 but maintains an Outperform rating ahead of the company’s Q3 2025 earnings report. This revision comes as Chime's business model is expected to remain resilient despite recent court rulings on debit interchange fees that primarily affect larger banks.
Source: YAHOO
Reported 12 days ago
Goldman Sachs has downgraded KinderCare Learning (KLC) to Neutral with a price target of $6, citing concerns over declining occupancy rates and slowing revenue growth. On October 15, analyst George Tong noted that the stock's potential for upside is limited due to these factors, as the company's operational challenges stem from local market conditions. Previously, UBS had lowered its price target on KinderCare to $10, maintaining a Buy rating amid expectations of stable quarterly performance.
Source: YAHOO
Reported 12 days ago
Tamboran Resources Corporation has announced an agreement to acquire Falcon Oil & Gas for about $172 million, a transaction anticipated to close in Q1 2026. The deal will expand Tamboran's holdings in the Beetaloo Basin, making it one of the largest acreage holders in the region with approximately 2.9 million net prospective acres. Falcon's investors will retain a 26.8% stake in the new entity, while Tamboran shareholders will hold 73.2%. This acquisition aims to enhance Tamboran's operational footprint and advance its phase two development area.
Source: YAHOO
Reported 12 days ago
Lexeo Therapeutics has received encouragement from the FDA for an Accelerated Approval pathway for its gene therapy candidate LX2006, aimed at treating Friedreich ataxia/FA cardiomyopathy. The company shared promising interim data from ongoing Phase I/II trials and plans to initiate a pivotal study in H1 2026, contingent upon meeting additional regulatory requirements and utilizing their optimized manufacturing process.
Source: YAHOO
Reported 12 days ago
Canaccord Genuity has initiated coverage of Oklo Inc. (NYSE:OKLO) with a Buy rating and a price target of $175, highlighting the company's potential as a leader in the emerging nuclear energy sector. Analyst George Gianarikas emphasized the expected growth of nuclear assets in the global energy mix and the company's financial strategy, which involves financing reactor construction through debt and investment tax credits. Oklo Inc. focuses on advanced fast fission nuclear power plants that provide clean and affordable energy.
Source: YAHOO
Reported 12 days ago
CIBC has raised its price target for Kinross Gold Corporation (NYSE:KGC) from $22 to $36 while sustaining an Outperform rating. This adjustment reflects higher gold price projections, with anticipated gold prices reaching $4,500 per ounce in 2026 and 2027, and silver at $55 per ounce. The analyst noted that the stock has shown year-to-date outperformance as it catches up with market trends.
Source: YAHOO
Reported 12 days ago
BMO Capital has initiated a Hold rating for MP Materials Corp. (NYSE:MP), setting a price target of $76. The firm recognizes MP Materials as a leader in the U.S. rare earth industry, benefiting from a ten-year partnership with the Department of Defense, which provides financial stability. However, analyst Raj Ray voiced concerns that the market has already priced in the company's future earnings, resulting in a fair valuation. As the stock has risen significantly this year, further catalysts may be needed to boost its price.
Source: YAHOO
Reported 12 days ago
Clear Street has increased its price target for Bloom Energy Corporation (NYSE:BE) from $37 to $43 while maintaining a Hold rating. This adjustment follows Bloom's announcement of a $5 billion strategic partnership with Brookfield to develop AI infrastructure, which is expected to enhance its position as a preferred power provider. Although Bloom Energy shows investment potential, analysts suggest that other AI stocks may offer better upside with lower risk.
Source: YAHOO
Reported 12 days ago
Raymond James has raised the price target for Coeur Mining, Inc. (NYSE:CDE) from $13.5 to $22, while retaining an Outperform rating due to anticipated growth in gold and silver prices amidst ongoing economic uncertainty. The company operates five mines in the US and Mexico and has shown strong performance in the year-to-date.
Source: YAHOO
Reported 12 days ago
Nebius Group N.V. (NASDAQ:NBIS) has seen its stock price rise over 100.5% after announcing a $17.4 billion AI infrastructure agreement with Microsoft on September 8. Under the deal, Nebius will supply Microsoft with GPU infrastructure for five years, which the CEO believes will significantly boost the company’s AI cloud business. Following this announcement, Goldman Sachs raised its price target for NBIS from $120 to $137, maintaining a 'Buy' rating.
Source: YAHOO