January 9, 2026 2:05 pm
Key Moments General Motors expects about $6 billion in fourth-quarter charges tied to reduced EV incentives and looser U.S. emissions standards. Roughly $1.8 billion of the charges are non-cash impairments and related items, with approximately $4.2 billion tied to supplier and contract costs. GM’s stock fell about 2% in premarket trading after the company disclosed […]
Read moreJanuary 9, 2026 1:13 pm
Key Moments HSBC identifies 11 U.S. stocks it believes could outperform as the fourth-quarter earnings season gets underway. The bank’s analysis centers on sustainability of 2026 outlooks, margin pressures, and AI capital expenditure themes. The list spans consumer, healthcare, and technology names, including AbbVie, Johnson & Johnson, Oracle, Salesforce, and Walmart. HSBC’s Framework for Selecting […]
Read moreJanuary 9, 2026 10:24 am
Key Moments Johnson & Johnson agreed with the Trump administration to reduce drug prices for Americans in return for exemptions from U.S. tariffs. The company will join the TrumpRx.gov platform and offer Medicaid pricing comparable with other developed countries. J&J plans to build two new U.S. manufacturing facilities as part of a previously announced $55 […]
Read moreJanuary 9, 2026 9:13 am
Key Moments Disney CEO Bob Iger met with Chinese Vice Premier Ding Xuexiang in Beijing, according to state news agency Xinhua. Iger said Disney will continue increasing its investment in China, while Ding welcomed additional capital from Disney and other foreign firms. His visit followed the breakout success of “Zootopia 2,” which became China’s highest-grossing […]
Read moreJanuary 9, 2026 8:42 am
Key Moments STOXX 600 rose 0.4% by 0809 GMT, supported by strength in energy and mining shares. Glencore jumped 8% after Rio Tinto confirmed early-stage talks on a potential acquisition. Anglo American gained 2.4% as its transaction with Teck Resources moved closer to EU antitrust clearance. Broad Market Overview European equity markets opened higher on […]
Read moreJanuary 8, 2026 9:20 am
Key Moments FTSE 100 declined 0.3% and GBP/USD edged 0.1% lower to 1.34 as trading got underway. Associated British Foods PLC (LON:ABF) shares dropped 11% after warning annual profit would fall below last year’s level. Tesco PLC (LON:TSCO) lifted its full-year 2025-26 profit guidance to the top end of its £2.9 billion to £3.1 billion […]
Read moreJanuary 8, 2026 8:47 am
Key Moments Deutsche Bank raised price targets across its metals and mining coverage, citing strong metal prices and mining equities at the start of 2026. The bank upgraded its 2026 commodity price estimates, including copper at approximately $12,000/t, aluminum at $2,900/t, and iron at $102/t. Analyst Liam Fitzpatrick highlighted structural support for higher metal prices, […]
Read moreJanuary 8, 2026 8:22 am
Key Moments Chevron is negotiating with the U.S. government to expand its Venezuela license, aiming to increase crude exports to its refineries and other buyers. U.S. restrictions cut Chevron’s Venezuelan exports from 250,000 bpd earlier in the year to about 100,000 bpd in December and blocked PDVSA from receiving proceeds. Washington is urging other U.S. […]
Read moreJanuary 8, 2026 6:44 am
Key Moments Nvidia now requires full, non-refundable upfront payment from Chinese customers for its H200 AI chips. Orders cannot be canceled or modified once placed. Chinese firms have ordered over 2 million H200 units at around $27,000 each, exceeding Nvidia’s reported inventory of 700,000 chips. Beijing recently asked some firms to temporarily pause H200 orders […]
Read moreJanuary 7, 2026 2:22 pm
Key Moments Deckers Outdoor shares fell 3.8% in premarket trading on Tuesday after two analyst downgrades. Baird cut its rating to Neutral after a roughly 35% rebound since November left less than 20% upside. Piper Sandler downgraded the stock to Underweight, citing cracks in HOKA’s total addressable market and heavier discounting. Analyst Moves Pressure Deckers […]
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