December 10, 2025 3:08 pm
Key Moments Citi expects Micron Technology to report fiscal first-quarter results “significantly above Consensus” on Dec. 17 after the close. The bank projects F1Q26 revenue of $14.0 billion and EPS of $4.07, both well ahead of Micron’s guidance and current Wall Street estimates. Citi raised its FY26 sales and EPS forecasts and lifted its Micron […]
Read moreDecember 10, 2025 2:38 pm
Key Moments Meta Platforms (NASDAQ:META) stock declined 1.2%, while Alibaba (NYSE:BABA) gained 2% following a report on Meta’s AI strategy shift. Meta is reportedly building a new closed, revenue-generating AI model called “Avocado,” trained in part on Alibaba’s Qwen model. Internal frictions have emerged around Meta’s AI direction, including leadership changes and reported tensions over […]
Read moreDecember 10, 2025 1:49 pm
Key Moments Home Depot reiterated its 2025 outlook, including approximately 3% annual sales growth and EPS near $14.50, in line with Truist’s projections. For 2026, the company forecast a flat home-improvement market, comps of flat to +2%, and an adjusted EBIT margin between 12.8% and 13.0%. Truist maintained its Buy rating on Home Depot and […]
Read moreDecember 10, 2025 10:47 am
Key Moments Ashtead Group plc announced a share repurchase program of up to $1.5 billion to be carried out by its new holding company, Sunbelt Rentals Holdings Inc. The buyback is scheduled to begin on March 2, 2026, and is expected to end no later than June 24, 2026, with activity first on the LSE […]
Read moreDecember 10, 2025 9:49 am
Key Moments FTSE 100 rose 0.2% by 0830 GMT, while GBP/USD gained 0.2% to trade above 1.33 as broader European indices slipped. Cohort (LON:CHRT) reported a 9% rise in first-half revenue to £128.8 million, but adjusted operating profit eased to £9.7 million on margin pressures. Berkeley Group Holdings PLC (LON:BKGH) delivered adjusted profit before tax […]
Read moreDecember 10, 2025 7:46 am
Key Moments Amazon plans to deploy more than $35 billion in India by 2030 to enhance AI capabilities and expand export-linked operations. The company has invested $40 billion in India since 2010 and announced a separate $26 billion investment in 2023. Amazon aims to create 1 million additional job opportunities in India by 2030 and […]
Read moreDecember 9, 2025 3:09 pm
Key Moments RBC Capital Markets assigns Outperform ratings to MNST, EL, CL, and KMB with upside potential ranging from 9% to 54%. Monster Beverage Co (MNST) remains RBC’s top pick, supported by renewed energy drink demand and strong international growth forecasts. Kimberly-Clark Corporation (KMB) is viewed as undervalued, but its upside depends on successful execution […]
Read moreDecember 9, 2025 2:22 pm
Key Moments CVS Health projected 2026 adjusted earnings of $7.00 to $7.20 per share, above this year’s expected profit and slightly ahead of Wall Street’s $7.16 forecast. The company raised its 2025 adjusted earnings guidance for the fourth time, now expecting $6.60 to $6.70 per share. CVS shares rose 2.4% to $78.38 in premarket trading […]
Read moreDecember 9, 2025 1:54 pm
Key Moments Thyssenkrupp shares fell 8.85% by around 1:30 p.m. in Frankfurt after the company projected substantial losses. The group expects negative free cash flow of between €300mn and €600mn in the fiscal year ending 30 September 2026, before mergers and acquisitions. Thyssenkrupp forecasts a loss of between €400mn and €800mn in the current fiscal […]
Read moreDecember 9, 2025 11:10 am
Key Moments U.S. equity futures traded slightly higher ahead of the Federal Reserve’s two-day policy meeting, with major contracts up around 0.1%. Investors focused on Nvidia (NASDAQ: NVDA) after President Donald Trump said he will permit H200 AI chip sales to approved buyers in China and elsewhere, subject to a 25% tariff and security restrictions. […]
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