December 15, 2025 8:37 am
Key Moments Major European equity benchmarks traded modestly higher. Germany’s DAX and France’s CAC 40 each rose 0.4%, while the U.K.’s FTSE 100 gained 0.5%. The European Central Bank and Bank of England will deliver policy decisions this week. Several other central banks and key U.S. economic releases are also on the agenda. Oil prices […]
Read moreDecember 15, 2025 7:58 am
Key Moments Jefferies expects U.K. disposable income growth to slow to 1.9% in fiscal 2026/27 from 2.6% the previous year. Tesco and Next are downgraded to Hold, while Associated British Foods is cut to Underperform on sector and company-specific pressures. Marks & Spencer remains Jefferies’ only Buy-rated U.K. retail stock and its top pick in […]
Read moreDecember 12, 2025 2:36 pm
Key Moments Lululemon Athletica’s shares climbed 10% in premarket trading after announcing a CEO transition and renewed focus on growth and transformation. Outgoing CEO Calvin McDonald is set to step down on January 31 after about seven years, as the company struggles with slowing U.S. momentum and rising competition. Founder Chip Wilson criticized the board […]
Read moreDecember 12, 2025 2:17 pm
Key Moments Wells Fargo moved up to eighth place in the global M&A league table by volume this year, from 17th in 2024, according to preliminary Dealogic data. The bank has hired more than 125 managing directors across corporate and investment banking since 2019, with plans to keep expanding. Wells Fargo’s stock has gained almost […]
Read moreDecember 12, 2025 1:09 pm
Key Moments Applied Materials, Inc. (NASDAQ:AMAT) declared a quarterly cash dividend of $0.46 per share, payable on March 12, 2026, to shareholders of record on February 19, 2026. The $0.46 dividend equates to a 0.68% yield based on a share price of $270.11 and continues an eight-year run of consecutive annual dividend increases. During fiscal […]
Read moreDecember 12, 2025 12:47 pm
Key Moments JPMorgan cuts Roblox to Neutral, turns more cautious on near-term share performance despite a positive long-term view. Clear Secure is lifted to Overweight as JPMorgan sees substantial upside to 2026 estimates and a major catalyst from its Amex partnership expiry. Roku is named JPMorgan’s top pick for 2026, with expectations for accelerating platform […]
Read moreDecember 12, 2025 11:28 am
Key Moments Goldman Sachs projects S&P 500 earnings per share will climb 12% in 2026 to $305, driven by solid U.S. growth, a weaker dollar, and AI-related productivity gains. Analysts expect S&P 500 revenue to increase 7% next year, alongside a 70 basis point expansion in profit margins. Earnings from the seven largest S&P 500 […]
Read moreDecember 12, 2025 10:41 am
Key Moments William Blair identified three U.S. energy companies as its top sector picks heading into 2026. Natural gas-focused businesses are seen as primary beneficiaries of rising power demand. Artificial intelligence-related electricity needs, a renewed focus on conventional generation, and policy shifts away from renewables provide major tailwinds for these companies. GE Vernova, Kodiak Gas […]
Read moreDecember 12, 2025 9:28 am
Key Moments Wendel (EPA:MWDP) shares rose 6.7% on Friday after the firm revealed plans to generate over €7 billion in cash flow by 2030. The group is refocusing on two core businesses: Wendel Investment Managers (WIM) and Wendel Principal Investments (WPI). WIM aims for fee-related earnings above €200 million by 2026. At least €1.6 billion […]
Read moreDecember 12, 2025 8:57 am
Key Moments FTSE 100 rose 0.4% as of 08:25 GMT, while GBP/USD slipped 0.07% to just above 1.33. UK GDP fell 0.1% month-on-month in October, extending the previous month’s contraction and missing expectations of 0.1% growth. Card Factory PLC (LON:CARDC) lowered its full-year profit outlook, whereas Capita PLC (LON:CPI) maintained guidance despite mixed revenue results. […]
Read more