March 25, 2026 1:45 pm
Key Moments U.S. equity futures traded higher, with Dow, S&P 500, and Nasdaq 100 contracts all gaining around 1.0%. Chevron and Exxon Mobil moved lower in early trading as oil prices weakened amid reports of possible U.S.-Iran peace talks. Travel, cruise, mining, and select tech and software stocks rose on company-specific news and shifting geopolitical […]
Read moreMarch 25, 2026 10:08 am
Key Moments Fundrise Innovation Fund (NYSE:VCX) has surged 740% from its NYSE debut price of $31.25 per share. The stock advanced another 36% on Tuesday to $261.80 following news that Claude introduced a browser tool that can execute tasks on a computer. Anthropic, developer of Claude, represents 21% of VCX’s portfolio, making it the fund’s […]
Read moreMarch 25, 2026 8:29 am
Key Moments J.P. Morgan began coverage of Talanx AG with an “overweight” rating and a €125 December 2027 price target, implying about 21% upside from €103. The bank estimates Talanx’s primary insurance reserve buffer exceeds €2.3 billion and is near the top of its target range, which it expects to support earnings. J.P. Morgan projects […]
Read moreMarch 24, 2026 2:18 pm
Key Moments Goldman Sachs lifted its power demand growth outlook for Europe to 1.5-2% per year through 2028 and raised sector valuation targets to about 16x P/E. RWE and Solaria received raised price targets of €63.50 and €25.50 respectively, both with “buy” ratings and strong EPS growth expectations through 2030. Engie, Naturgy, Enel, and PPC […]
Read moreMarch 24, 2026 1:34 pm
Key Moments Amazon Web Services is creating an AI system to automate tasks in sales, business development, and other areas affected by recent job cuts. The AI agent will handle technical customer questions that were previously managed by thousands of AWS specialists. An AWS spokesperson said the tool consolidates expertise from across AWS. It allows […]
Read moreMarch 24, 2026 1:17 pm
Key Moments FedEx introduced its FedEx SameDay Local service in partnership with last-mile software provider OneRail. The new offering connects customers to more than 1,000 delivery providers and enables two-hour and end-of-day delivery windows. The launch follows recent fast-delivery expansions by Amazon, Walmart, and Target as demand for rapid fulfillment grows. New Same-Day Service Targets […]
Read moreMarch 24, 2026 12:49 pm
Key Moments Ares Management (NYSE:ARES) stock declined 4% after it restricted withdrawals from its $10.7 billion Ares Strategic Income Fund. Redemption requests reached 11.6% of fund assets in the first quarter, triggering a 5% quarterly cap on outflows embedded in the fund’s structure. The fund processed $524 million of $1.2 billion in requested withdrawals in […]
Read moreMarch 24, 2026 12:05 pm
Key Moments Advanced Micro Devices (NASDAQ: AMD) has fallen about 30% from its highs. However, it now shows signs of building support ahead of Q1 2026 earnings. The upcoming MI450 AI datacenter platform could drive strong revenue growth. Notably, current forecasts still appear conservative. Meanwhile, analysts and institutions continue to accumulate shares. Institutions now own […]
Read moreMarch 24, 2026 10:38 am
Key Moments JPMorgan downgraded SAP (NYSE: SAP) (ETR: SAPG) to Neutral from Overweight and cut its price target to €175 from €260. U.S.-listed SAP shares were down nearly 5% in premarket trading by 04:33 ET following the revised rating. JPMorgan trimmed non-IFRS EBIT and EPS forecasts by mid-single-digit percentages for 2026–2028, citing slower margin expansion […]
Read moreMarch 24, 2026 10:19 am
Key Moments NVIDIA (NASDAQ: NVDA) may alter its upcoming Feynman AI chip platform because of constrained 2 nanometer capacity at TSMC (NYSE: TSM), according to Taiwan’s Economic Daily News. TSMC’s advanced 2 nanometer production is reportedly fully booked until 2028 and potentially beyond, driven by strong demand from major AI customers including Nvidia and Meta. […]
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