December 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 […]
Read moreDecember 18, 2025 1:27 pm
Micron Soars as AI-Driven Memory Crunch Supercharges Outlook Key Moments Micron Technology shares climbed nearly 14% in premarket trading after the company issued a sharply higher second-quarter adjusted profit forecast. Meanwhile, a global shortage of memory chips across devices and data centers has lifted prices and strengthened Micron’s earnings outlook. Additionally, Micron raised its 2026 […]
Read moreDecember 18, 2025 9:46 am
Key Moments Elliott Investment Management has built a stake exceeding $1 billion in Lululemon Athletica (NASDAQ:LULU), according to a report. Lululemon shares rose 4.5% in premarket trading on Thursday by 04:19 ET following the news. The activist investor is supporting a potential CEO candidate as the company prepares for Chief Executive Calvin McDonald to step […]
Read moreDecember 18, 2025 8:21 am
Key Moments JPMorgan sees strong upside potential for selected European capital goods stocks in 2026. Order backlogs, margin expansion, and strategic positioning drive this view. Specifically, Siemens Energy, Alstom, Siemens, Sandvik, and IMI stand out for solid earnings growth, strong free cash flow, and attractive valuations. Large backlogs support revenue visibility. Alstom exceeds €95 billion, […]
Read moreDecember 18, 2025 7:20 am
Key Moments Jefferies projects gold prices of $4,200/oz in 2026, up from $3,418/oz in 2025. However, it maintains a longer-term assumption of $3,000/oz. Meanwhile, gold miners in Jefferies’ coverage are expected to see wider margins as gold prices outpace growth in all-in sustaining costs. As a result, the firm anticipates higher free cash flow per […]
Read moreDecember 17, 2025 3:15 pm
Key Moments KKR is close to a multibillion-pound deal to sell up to 50% of Viridor to infrastructure investor Equitix, according to The Financial Times. Equitix, already holding 35% of Viridor’s energy subsidiary, has emerged as the leading bidder and may initially take a minority stake with an option to reach 50%. KKR has been […]
Read more