December 12, 2025 11:28 am
Key Moments Goldman Sachs projects S&P 500 earnings per share will climb 12% in 2026 to $305, driven by solid U.S. growth, a weaker dollar, and AI-related productivity gains. Analysts expect S&P 500 revenue to increase 7% next year, alongside a 70 basis point expansion in profit margins. Earnings from the seven largest S&P 500 […]
Read moreDecember 12, 2025 10:41 am
Key Moments William Blair identified three U.S. energy companies as its top sector picks heading into 2026. Natural gas-focused businesses are seen as primary beneficiaries of rising power demand. Artificial intelligence-related electricity needs, a renewed focus on conventional generation, and policy shifts away from renewables provide major tailwinds for these companies. GE Vernova, Kodiak Gas […]
Read moreDecember 12, 2025 9:28 am
Key Moments Wendel (EPA:MWDP) shares rose 6.7% on Friday after the firm revealed plans to generate over €7 billion in cash flow by 2030. The group is refocusing on two core businesses: Wendel Investment Managers (WIM) and Wendel Principal Investments (WPI). WIM aims for fee-related earnings above €200 million by 2026. At least €1.6 billion […]
Read moreDecember 12, 2025 8:57 am
Key Moments FTSE 100 rose 0.4% as of 08:25 GMT, while GBP/USD slipped 0.07% to just above 1.33. UK GDP fell 0.1% month-on-month in October, extending the previous month’s contraction and missing expectations of 0.1% growth. Card Factory PLC (LON:CARDC) lowered its full-year profit outlook, whereas Capita PLC (LON:CPI) maintained guidance despite mixed revenue results. […]
Read moreDecember 12, 2025 8:16 am
Key Moments Taiwan’s benchmark stock index is projected by some investors to reach 30,000 points in 2026 following a multi-year AI-driven surge. Despite concerns over an AI bubble globally, Taiwan’s market trades at a price-to-earnings ratio of 21, below the Nasdaq and Nikkei, according to analysts cited in the article. Foreign investors have been net […]
Read moreDecember 12, 2025 7:29 am
Key Moments Mizuho raised its price target on Broadcom Inc (NASDAQ:AVGO) to $450 from $410 while maintaining an “Outperform” rating. Broadcom guided January-quarter revenue to about $19.1 billion, with expected AI sales of approximately $8.2 billion, up about 26% quarter-on-quarter. The company’s total backlog increased to $162 billion, including $73 billion tied to AI, supported […]
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