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Potential Cigna buyout of Humana is a ‘when,’ not an ‘if,’ analyst says
Humana’s stock looked to rally Monday. And Mizuho analyst Ann Hynes said she believes a buyout by Cigna Group is likely — it’s just a matter of timing.Business - MarketWatch - October 21 -
Tesla’s robotaxi dreams will start small, these analysts say
Tesla has promised a fleet of Cybercabs by 2026 and millions of the robotaxis at some point in the future, but analysts at Deutsche Bank sought to temper expectations and map out how a Cybercab ...Business - MarketWatch - October 28 -
The Stock Market’s Bullish Run Is Likely to Continue, Analysts Say
The bullishness on Wall Street is largely based on confidence that the Federal Reserve will tame inflation, the economy will remain solid and corporate earnings will continue to grow.Business - The New York Times - October 15 -
Royal Caribbean set for strong quarter, momentum into 2025, says analyst
An analyst points to “ongoing momentum and no signs of consumer softness.”Business - MarketWatch - October 21 -
Reeves’ Budget measures risk hitting ‘working people’, analysts say
Some businesses will struggle with tax rises alongside a higher minimum wage and new labour lawsWorld - Financial Times - October 29 -
JPMorgan may be ‘best in class’ but it’s time to take profits, analyst says
Baird’s David A. George downgrades megabank to underperform because it’s “more than fully priced” at recent levels.Business - MarketWatch - 2 days ago -
Upstart’s stock roars higher. Here’s why analysts say the tide is turning.
Analysts say the AI lender is on a better track is it benefits from an improved interest-rate climate, funding partnerships and “solid” credit trends.Business - MarketWatch - Yesterday -
‘The brand heat is undeniable.’ What analysts are saying about the latest beat-and-raise at Adidas
Analysts drew contrasts with Nike’s struggling performance after Adidas reported another beat-and-raise quarter.Business - MarketWatch - October 16 -
Surge in active ETFs has been 'remarkable,' analyst says. How to know if it's right for your portfolio
There has been a surge in active ETFs as investors seek lower costs and more precision. Here's how to know if these funds are right for your portfolio.Business - CNBC - October 18 -
'New bullish phase'? As gold hits another high, analysts say more records are in sight
Gold is now in a new bullish phase after prices hit a record high, said Sprott Asset Management, echoing other bullish calls for the bullion to scale new highs.Business - CNBC - October 22 -
An activist investor reportedly wants Cheesecake Factory to split up. Analysts say it doesn’t need to.
Shares of Cheesecake Factory Inc. got a lift after hours on Monday after the Wall Street Journal reported that an activist investor is pressing the casual-dining chain to spin off a handful of its ...Business - MarketWatch - October 22 -
Apple analyst Kuo says company cut iPhone 16 orders by 10 million units
Apple shares slid Wednesday after industry supply chain analyst Ming-Chi Kuo said the company has cut orders for the iPhone 16 by about 10 million units.Business - CNBC - October 23 -
Tim Cook is likely visiting China to bolster support for Apple Intelligence, analysts say
The CEO met with China's Minister of Industry and Information Technology as well as the heads of some local companies, including China Mobile and Weibo.Business - CNBC - October 24 -
South and North Korea troops potentially entering Ukraine war unlikely to stoke regional conflict, analysts say
The U.S. has confirmed that North Korean troops have been sent to Russia, with Ukraine President Zelenskyy pegging the North Korean troop count at 12,000.Business - CNBC - October 25 -
Three ways to play the bond market as the Fed lowers interest rates, this analyst says
Falling interest rates will steepen the yield curve and make these credit ETFs attractiveBusiness - MarketWatch - October 25 -
Treasury market under Trump at risk from inflation, not larger fiscal deficit, says analyst
The danger to the Treasury market from a second Donald Trump presidency comes not from a sharp increase in bond issuance but revived price pressuresBusiness - MarketWatch - October 25 -
Japan's central bank to remain undeterred on rate hikes despite LDP's electoral shock, analysts say
Roughly 86% of economists polled by Reuters expect the central bank to leave its rates unchanged when it announces its decision Thursday.Business - CNBC - October 28 -
Chinese IPOs in the U.S. and Hong Kong are set to increase next year, analysts say
A few high-profile Chinese listings outside the mainland are adding to expectations for a pickup in initial public offerings next year.Business - CNBC - October 28 -
Trump 2.0 would need 53 GOP senators for a ‘truly reliable’ majority, analyst says
If Republican nominee Donald Trump is elected president, he would need 53 GOP senators to have a “truly reliable” Senate majority, reckons one analyst. With a Kamala Harris presidency, certain GOP ...Business - MarketWatch - October 31 -
Starbucks’ new CEO has diagnosed its problems. Analysts say the solutions could get expensive.
Starbucks CEO Brian Niccol has laid out a bold turnaround plan for the coffee chain, with plans to tighten up service and redesign stores. But analysts are proceeding with caution.Business - MarketWatch - November 1 -
Dollar Tree’s CEO steps down. An analyst says the move comes at a ‘difficult time.’
Dollar Tree Inc. on Monday said that Rick Dreiling has stepped down as chief executive of the discount retailer due to health reasons.Business - MarketWatch - 5 days ago -
As China approaches WTO, analysts say Beijing-EU tariff spat unlikely to go 'too far'
China's commerce ministry said Monday that it had filed an additional appeal with the WTO over the EU's tariffs on its EVs, as bilateral talks have yet to lead to a breakthrough.Business - CNBC - 4 days ago -
Harris showed minimal losses among Black men, but analysts say she should have won more
The national exit poll shows 78% of Black men selected Harris in Tuesday’s presidential election, down 2% points from the last election.Top stories - NBC News - 2 days ago -
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North Korean troops in Russia are ‘fair game’ if deployed to fight in Ukraine, US says
US says for first time that North Korea has sent at least 3,000 soldiers to Russia and are training at military bases. The US has said for the first time that it has seen evidence that North Korea ...World - The Guardian - October 23 -
North Korea sends troops to Russia, U.S. says
North Korea sent at least 3,000 troops to Russia in mid-October, the White House said Wednesday. This comes after Ukrainian President Volodymyr Zelenskyy said last week that Ukraine had ...Top stories - CBS News - October 23 -
North Korea sends troops to Russia, officials say
The U.S. and NATO say they have confirmed that troops from North Korea have started training with Russian forces. They say if the North Koreans join the fighting in Ukraine, it would be a dangerous ...Top stories - CBS News - October 24 -
Fed cuts interest rates as Powell says he will not resign as chair
US central bank lowers target range by a quarter point to 4.5%-4.75%World - Financial Times - 2 days ago -
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Russia says it captured a southern Ukraine village in a push before winter comes
Russia says it has captured the village of Levadne in southern Ukraine as it probes for weaknesses along the war’s roughly 1,000-kilometer (600-mile) front line before winter arrivesWorld - ABC News - October 14 -
Georgian president says pro-Russia ruling party ‘rigging’ election
Salome Zourabichvili urges voters to choose ‘between a European future and a Russian past’Business - Financial Times - October 15 -
Cyber criminals increasingly helping Russia and China target the US, Microsoft says
Russia, China and Iran are expanding their partnerships with cyber criminals to conduct cyberespionage and cyberattacks against the U.S. and other nations, according to a new report from MicrosoftTech - ABC News - October 15 -
Spain says firm busted sending chemicals to Russia, breaching sanctions
Spanish police say four men were arrested for setting up a company to ship chemicals to Russia, including "possible precursors for chemical weapons."Top stories - CBS News - October 15 -
Ukraine Says North Korean Role in Russia's War Is Growing
Pyongyang was supplying military personnel to Russia’s army and workers for its factories, President Volodymyr Zelensky said.World - The Wall Street Journal - October 16 -
Russia to deploy North Korean soldiers in Ukraine, says Zelenskyy
Ukrainian president warns that Moscow is preparing to use 10,000 troops from Asian nation in ‘first step to a world war’Business - Financial Times - October 17 -
ECB lowers rates to 3.25% as inflation slows
Christine Lagarde says Eurozone’s central bankers are close to ‘breaking the neck’ of soaring price pressuresBusiness - Financial Times - October 17 -
Nato invitation for Kyiv only way to stop Russia’s war, says Zelenskyy
Ukrainian president tells FT diplomatic route needed to bring Putin to negotiating tableWorld - Financial Times - October 18