December 29, 2025 8:50 am
Key Moments Jefferies projects a constructive setup for the toy industry in 2026, citing macro tailwinds and a stronger entertainment release slate. Hasbro remains Jefferies’ preferred name, with its 2026 EPS estimate raised to $5.21 and price target increased to $95. Mattel and Spin Master show mixed prospects, with Jefferies cautious on Mattel’s top-line trajectory […]
Read moreDecember 29, 2025 8:12 am
Key Moments Bitcoin traded 2.2% higher at $89,663.6 by 02:07 ET (07:07 GMT), after briefly moving above the $90,000 mark. Expectations for further U.S. Federal Reserve interest rate reductions in 2026 have supported demand for risk assets, including cryptocurrencies. Altcoins posted modest gains, with Ethereum up 2.7% to $3,018.92 and XRP advancing 1.5% to $1.90. […]
Read moreDecember 29, 2025 6:59 am
Key Moments Asian equity benchmarks moved in different directions in thin holiday trading, with South Korea’s Kospi jumping 1.9% while Japan’s Nikkei 225 slipped 0.2%. China conducted joint air, navy, and rocket drills around Taiwan, prompting Taipei to raise its alert level and intensifying cross-strait tensions. Gold slipped 0.4% to $4,535.50 per troy ounce, while […]
Read moreDecember 23, 2025 3:09 pm
Key Moments Analysts at New Street Research and UBS see Tesla (NASDAQ:TSLA) fourth-quarter deliveries coming in below the roughly 440,000 consensus estimate. U.S. demand is expected to weaken sharply after the expiration of a $7,500 EV tax credit, with one analyst projecting U.S. deliveries down about 75,000 units quarter-on-quarter. China and Europe are expected to […]
Read moreDecember 23, 2025 2:02 pm
Key Moments Samsung Electronics has surged 108% year-to-date; however, Morgan Stanley still expects a “very strong 2026.” The bank forecasts “very strong 4Q25 prelims on January 8,” led mainly by rising memory profits. Memory profits could grow 310% in 2026, with DRAM and NAND prices driving earnings toward KRW100 trillion. Brokerage Flags Strong Setup Despite […]
Read moreDecember 23, 2025 1:00 pm
Key Moments FTSE 100 inched up 0.06% as of 0848 GMT, while GBP/USD gained 0.3% with the pound trading above $1.35. Videndum PLC (LON:VIDV) shares slumped 55.7% after unveiling a refinancing package including a £70 million equity raise and debt-to-equity conversion. Italy’s Competition Authority imposed a fine of over €255 million on Ryanair DAC and […]
Read moreDecember 23, 2025 11:03 am
Key Moments U.S. stock futures were broadly flat around 5:50 ET (10:50 GMT) ahead of the shutdown-delayed Q3 U.S. GDP release. The CBOE Volatility Index fell to 14.11, near its lowest level in more than a year, reflecting subdued near-term equity volatility. Technology and semiconductor stocks, including Micron Technology Inc (NASDAQ:MU) and Nvidia (NASDAQ:NVDA), recently […]
Read moreDecember 23, 2025 9:27 am
Key Moments UBS research following “The Running Event” in San Antonio indicated growing momentum in athletic footwear, with particular strength in running and max-cushion categories. On Holding, Salomon, Hoka (Deckers Outdoor), Saucony and Merrell (Wolverine World Wide), and Birkenstock were identified as well positioned to benefit from performance running and recovery trends. Recent financial updates […]
Read moreDecember 23, 2025 9:04 am
Key Moments Amazon-owned Zoox is recalling 332 self-driving vehicles in the United States. The issue involves an Automated Driving Systems software error that may prompt vehicles to cross or halt in front of oncoming traffic. The U.S. National Highway Traffic Safety Administration disclosed the recall on Tuesday, citing an elevated crash risk. Regulator Flags Safety […]
Read moreDecember 23, 2025 8:11 am
Key Moments Jefferies initiated coverage on Pine Labs with a “buy” rating and a 300 rupees target. Morgan Stanley started with “equal-weight” and a 260 rupees target. Pine Labs processed 11.4 trillion rupees in GTV across 5.7 billion transactions in fiscal 2025. It generated 22.7 billion rupees in revenue but remained loss-making. Both brokerages expect […]
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