December 22, 2025 7:19 am
Key Moments Major Asian benchmarks advanced, led by a 1.8% rise in Japan’s Nikkei 225 to 50,402.39 on strong semiconductor and AI-related gains. The Japanese yen remained weak around 157.40 per dollar despite the Bank of Japan’s rate hike to a 30-year high, prompting a warning from currency regulators. A rebound in U.S. technology names […]
Read moreDecember 19, 2025 3:18 pm
Key Moments Despite a soft quarter, Conagra maintained its full-year sales and earnings guidance. However, the company reported a $663.6 million quarterly net loss. This loss stemmed from a $968 million non-cash impairment charge tied to a prolonged share price decline. Meanwhile, quarterly volumes dropped 3% and net sales fell 6.8% to $2.98 billion. Adjusted […]
Read moreDecember 19, 2025 2:40 pm
Key Moments First, Morgan Stanley upgraded Tokyo Electron and Kokusai Electric to Overweight after meetings at SEMICON Japan. Additionally, the bank said the front-end semiconductor equipment market entered a “full recovery phase” in mid-November, driven by AI investment. As a result, valuation multiples were raised, with the P/E framework lifted from 14.0x to 20.0x and […]
Read moreDecember 19, 2025 2:15 pm
Key Moments U.S. stock index futures advanced after a softer-than-expected November CPI print bolstered expectations for additional Federal Reserve rate cuts in the coming year. Oracle (NYSE:ORCL) jumped 5% in premarket trading on reports tying it to a TikTok U.S. deal and fresh funding plans at OpenAI, while Nike (NYSE:NKE) sank 10% after weak China […]
Read moreDecember 19, 2025 1:39 pm
Key Moments Union Pacific and Norfolk Southern filed a formal application with U.S. transportation regulators to review their proposed $85 billion merger. The Surface Transportation Board review is expected to take about 12 to 18 months, with the companies aiming to close the deal in early 2027. Shareholders approved the transaction in November, but the […]
Read moreDecember 19, 2025 9:38 am
Key Moments Goldman Sachs expects roughly 13% price returns for global equities in 2026, or about 15% including dividends. Earnings growth will be the main driver. Meanwhile, the bank notes a shift away from U.S.-only leadership. Europe, China, and broader Asia already outperformed the U.S. in dollar terms in 2025. Additionally, falling stock correlations and […]
Read moreDecember 19, 2025 8:13 am
Key Moments Jefferies maintains a positive stance on property and casualty insurance brokers, expecting them to outperform carriers as commercial pricing moderates into 2026. Analysts see large-account and scale brokers benefiting from macro and sector-specific tailwinds, as well as productivity gains that support organic growth and margins. Aon, Willis Towers Watson, Goosehead Insurance, Root, and […]
Read moreDecember 19, 2025 7:45 am
Key Moments Coty sold its remaining 25.8% ownership in Wella to KKR for $750 million. The transaction transfers Coty’s entire residual equity interest in the hair care brand. Coty retained rights to 45% of any proceeds from a future sale or initial public offering of Wella. Transaction Overview Coty said on Friday that it has […]
Read moreDecember 18, 2025 2:42 pm
Key Moments Blackstone Inc. has begun early discussions with Revolut Ltd. about making its funds accessible on Revolut’s platform, according to Bloomberg. The talks aim to integrate Blackstone investment products into Revolut’s emerging private-banking offering. Negotiations are preliminary, and no definitive partnership has been confirmed yet. Exploratory Talks on Fund Access Blackstone Inc. is considering […]
Read moreDecember 18, 2025 2:12 pm
Key Moments Robinhood uses AI to improve accessibility, trade execution, and customer experience for retail investors. Edge Hound applies advanced AI models, sentiment analysis, and simulations for market research and intelligence. Revolut integrates AI across personal finance, banking, and wealth management for consumers. Robinhood: AI-Enhanced Access to Markets Robinhood represents a consumer-focused application of artificial […]
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