What's Happening in US Markets Now (1/3):
1) Boeing eyes 11% hike in 737 production
2) Celanese to close South Korea plant
3) PBF insider sells shares worth $11 mn
4) Guidewire's Q3 revenue beats estimates by 4.6%
5) Jefferies downgrades CMS on surprise CFO exit
What's Happening in US Markets Now (2/3):
1) Target recalls select Up & Up baby wipes
2) Lululemon projects revenue to drop 1% in FY27
3) HSBC Swiss unit faces money laundering charges
4) Planet Labs' Q3 revenue jumps 42% YoY
5) JP Morgan upgrades Venture Global to 'Overweight'
5 Hot Stocks:
1) A car maker rides strong export growth
2) A paint co’s topline jumps ~11%
3) A tobacco co hits a year low on tax pressure
4) A cables co invests ₹300 cr in capacity expansion
5) A defence major hits a record high post-results
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What's Happening in US Markets Now (3/3):
1) Sixth Street to buy a $1 bn minority stake in Kpler
2) CrowdStrike's Q1 revenue beats estimates by 2.2%
3) Keybanc upgrades Murphy to 'Overweight'
4) Toro raises 2026 EPS guidance to $4.56
5) Oppenheimer downgrades AT&T to 'Perform'
What's Happening in US Markets Now (1/3):
1) Nvidia acquires Kumo AI for over $400 mn
2) TransAlta to buy Colorado power plants for $1 bn
3) AXT CEO sells 197K shares worth $22.3 mn
4) Biogen receives therapy tag for Salanersen
5) Evercore downgrades PVH on sales slowdown
What's Happening in US Markets Now (2/3):
1) AeroVironment wins $117 mn drone systems order
2) Alnylam inks up to $2 bn AI research deal
3) Brown-Forman projects flat revenue in FY27
4) Octave's Q1 EPS drops 18.2% YoY
5) BofA upgrades Erasca on positive drug trial data
A double threat for India's economy? Rising prices for fertiliser imports from the Gulf, and a weak monsoon are hitting India. They are driving up food inflation, and could squeeze rural incomes. We track where the risks are building.
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What's Happening in US Markets Now (1/3):
1) UK MPs oppose deeper NHS reliance on Palantir
2) KBR wins US Antarctic support contract
3) Astera Labs expands Taiwan AI operations
4) Ondas CEO sells shares worth $32 mn
5) MS downgrades Shake Shack on margin pressures
What's Happening in US Markets Now (2/3):
1) RTX named in Vietnam C-130 support deal
2) Ford recalls 420K vehicles over seat belt issue
3) Carlyle to sell Flender to Triton for $3.5 bn
4) GameStop approves $2 bn share buyback
5) JP Morgan upgrades Eagle on improving demand
What's Happening in US Markets Now (3/3):
1) IBM plans to invest $10 bn over five years
2) FLNC partners with Siemens & Nvidia for data center
3) Truist downgrades Accenture on AI led competition
4) VSCO raises 2026 revenue guidance by 2.6%
5) GS raises Hilton's target to $55
What's Happening in US Markets Now (1/3):
1) General Mills to sell Häagen-Dazs shops in China
2) Blackstone raises $13 bn for Asia PE fund
3) Huang sees Marvell becoming a $1 tn firm
4) Snowflake insider sells shares worth $25 mn
5) BofA downgrades Nu Holdings to 'Underperform'
What's Happening in US Markets Now (2/3):
1) Alphabet to raise ~ $80 bn for AI expansion
2) CorVel appoints Sarah Scott as CEO
3) Voyager to acquire Astrobotic for ~$300 mn
4) Generac gains on data centre power supply deal
5) Evercore upgrades Essex on improved rent growth
5 Hot Stocks:
1) An auto co gains ~16% on rising demand
2) A consumer giant’s profit rockets 177%
3) A travel co plans to spend ₹2K cr on acquisitions
4) An aluminium maker rides the global price rally
5) A gas distributor surges on a subsidy rollback
https://t.co/vRl3tzLJRr
What's Happening in US Markets Now (3/3):
1) General Dynamics to invest $200 mn in Texas plant
2) People Inc plans $18 bn bid for MGM Resorts
3) Truist downgrades Caesars to 'Hold'
4) Edgewise to sell dystrophy biz to Servier for $2.7 bn
5) Evercore raises CNO's target to $48
What's Happening in US Markets Now (1/3):
1) UAW seeks wage hike in Michigan strike
2) Berkshire to buy Taylor Morrison for $8.5 bn
3) Yum! in talks to sell Pizza Hut to LongRange
4) Lucid to recall ~2K vehicles in US
5) Deutsche Bank downgrades AST SpaceMobile to 'Hold'
What's Happening in US Markets Now (2/3):
1) Taylor Morrison jumps on 24% premium bid
2) FCPT to buy veterinary properties for $268 mn
3) USA Rare Earth plans $200 mn France push
4) Uber to buy additional Careem stake for $100 mn
5) Mizuho raises Federal Realty's target to $130
What's Happening in US Markets Now (3/3):
1) UPS invests $50 mn to expand air freight capacity
2) Costco Wholesale plans a $6.5 bn capex for 2026
3) JP Morgan upgrades Dicks Sporting on strong Q1
4) SentinelOne to cut 8% of workforce
5) American Eagle's Q1 revenue jumps 10% YoY
What's Happening in US Markets Now (1/3):
1) CHD to acquire Miss Mouth’s brand for $325 mn
2) Dell jumps on $9.7 bn Pentagon order
3) Honda recalls ~99K US vehicles
4) Kratos Defense insider sells shares worth $1.8 mn
5) Evercore downgrades Gap on poor brand sales
What's Happening in US Markets Now (2/3):
1) IFF nears $4 bn sale of its ingredients unit
2) Court rejects bid to stop Sable pipeline
3) Buckle's Q1 revenue jumps 6.1% YoY to $288.7 mn
4) Stellantis to recall over 419K US vehicles
5) Jefferies upgrades Dominion on NextEra merger