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Leonardo is positioned to benefit from sustained European and global defense spending and its IDV (integrated digital and vehicle systems) push. We reaffirm Buy with a tactical entry at $12.00, a stop at $9.50, and a target of $16.00 over a long-term 180 trading day horizon. The setup balances upside from order flow and margin recovery with a clear…
Compass Minerals (CMP) has been through a rocky patch, but recent cash flow improvement, a reasonable EV-based valuation and operational wins in Plant Nutrition suggest the stock can re-rate. This trade idea lays out a mid-term swing long with a clearly defined entry, stop and target, plus catalysts and risks that matter.
Recent U.S. inflation data for June showed a slower rise in consumer prices than in May, prompting traders to scale back expectations of a Federal Reserve rate increase at its late-July meeting. Core inflation held steady month-to-month, while oil market tensions and comments from Fed officials continue to shape expectations for policy decisions la…
ServiceNow shares fell sharply in morning trading following preliminary second-quarter results from IBM that missed Wall Street expectations. The shortfall, attributed to weaker performance in IBM’s Z mainframe business and its related software, weighed on enterprise software names closely linked to IBM. Market dynamics including CPI data and hawki…
Accenture shares dropped in morning trading amid a sector-wide reaction to a weak pre-announcement from IBM and renewed analyst attention on IT services valuations. HSBC's downgrade of IBM and a note that singled out Accenture as part of a 'synthetic IBM' alternative, combined with Accenture's own reduced guidance from its fiscal Q3 2026 update, he…
Following the breakdown of a ceasefire with Iran, President Donald Trump announced that the United States would seek a 20% charge on cargo transiting the Strait of Hormuz. The move marks a reversal from recent U.S. rhetoric opposing tolls on international waterways and differs from Iran’s own insistence on controlling passage through the strait. Le…
Macquarie’s Singapore Alpha Model, a factor-based quantitative framework covering 104 companies across several Singapore indices, has surfaced a set of small- and mid-cap stocks the firm views as attractive based on alpha scores. The model currently tilts toward food-related and capital goods businesses and selects five top SMID-cap names spanning …
Brookfield Infrastructure (BIP) offers a near-5% yield, inflation-linked revenue exposure and visible data-infrastructure growth, yet trades below its 52-week high with a market cap of roughly $17.6B. The business mix and recent results support steady distributable earnings growth; this trade targets total-return upside while collecting a high dist…
Frontier Airlines said Tuesday it will equip its aircraft with SpaceX's Starlink broadband system, with the first Airbus expected to offer the service in early 2027. The announcement places Frontier alongside a number of low-cost and major carriers that have committed to Starlink while some airlines have opted for rival services or declined install…
Banzai International, Inc., a NASDAQ-listed marketing technology company, completed a $0.9 million underwritten public offering by selling 327,273 shares of its Class A common stock at $2.75 per share. The net proceeds will be used for working capital and general corporate purposes. The company also granted an over-allotment option to cover additio…
India's central bank has proposed a change to rules governing institutional ownership of banks that would grant mutual funds, insurance companies and pension funds a one-time approval to subsequently increase their shareholding in a bank to up to 10%. The move aims to remove the need for repeated approvals when holdings fluctuate and preserves the …
Barclays analyst Saket Kalia says a sudden shift in enterprise capital spending - highlighted in IBM's Q2 preannouncement - has redirected budgets toward servers, storage and hardware security. Channel checks indicate a surge in firewall purchases by customers trying to beat expected price increases, supporting key network security vendors in the n…
BP said it expects a second-quarter earnings lift driven by higher oil and gas prices, stronger refining margins and resilient trading, while also warning that results will include about $1 billion of impairments largely linked to its lower-carbon energy transition businesses. The company reported lower upstream output, a reduction in net debt vers…
The European Union Aviation Safety Agency has reinstated and reinforced guidance urging airlines to avoid the airspace of Bahrain, Kuwait, Qatar, the United Arab Emirates and the area over the Gulf of Oman, citing elevated risk as tensions between the United States and Iran escalate. The advisory, effective until July 29, follows recent missile exc…
WeTouch Technology Inc. has been officially accepted into the global supply chain of one of Japan's top three office equipment manufacturers after passing stringent qualification processes. This milestone validates WeTouch's R&D, product quality, and manufacturing standards in high-end office automation equipment touch display solutions. The partne…
A fund controlled by investor Sardar Biglari has executed a substantial sale of El Pollo Loco Holdings Inc. (NASDAQ: LOCO) shares, filing with the Securities and Exchange Commission. The Lion Fund II, L.P. disposed of 75,000 shares on July 13, 2026, totaling $1,255,499. This transaction occurs as the stock trades near its 52-week high of $17.40, de…
Performance Shipping Inc. has extended the time charter of its Aframax tanker M/T Blue Moon with American Eagle Tankers for two years starting late 2026, at an average gross daily rate of $40,500, up from the previous rate of $28,000. The extension is expected to generate approximately $29 million in gross revenue and increases the company's contra…
ServiceNow's shares have been punished on fears that agentic AI will eliminate SaaS revenue. The company's fundamentals tell a different story: 22% subscription growth, healthy free cash flow of $4.63B, low leverage and new product rollouts (Control Tower, Now Assist) that monetize AI. This trade targets a mid-term re-rate into $130 while limiting …
A growing set of governments, municipal authorities and grid operators are pausing or prohibiting new data centre construction amid concerns that the rapid expansion supporting artificial intelligence is straining electricity supplies, water resources and local infrastructure. Measures range from one-year construction freezes and connection bans to…
Biogen Inc. shares rose modestly after the company disclosed Phase 2 CELIA study results for diranersen, an antisense oligonucleotide targeting tau. The data, presented at a major Alzheimer’s conference, showed efficacy across doses at 18 months with the 60 mg dose producing the largest slowing of cognitive decline on multiple endpoints and marked …
SRX Global Inc. announced that its EMJX strategy, a paper-traded crypto treasury model blending bitcoin, altcoins, and tech equities, achieved a 24.8% total return from February 11 to July 10, 2026, significantly outperforming Bitcoin's -4.2% return. Following the strategy's acquisition, SRX plans to begin live trading with real capital and is enga…
Mizuho Securities downgraded Circle Internet Group to Underperform from Neutral and trimmed its price target to $50 from $85, pointing to competitive risk from Open USD (OUSD), a new dollar-pegged stablecoin launched June 30. The bank says OUSD’s pass-through model and likely regulatory alignment could meaningfully weaken Circle’s USDC-based revenu…
Morgan Stanley reiterated an Overweight rating on Broadcom, arguing the company should maintain roughly 80% share of Google's TPU business over time. The bank downplayed scenarios that have MediaTek capturing half of TPU share or fully displacing Broadcom, while highlighting contract-secured HBM supply and packaging execution challenges for MediaTe…
Upwork Inc. published its Future Workforce Index 2026 report revealing a significant rise in U.S. skilled freelancing, fueled by AI's role in reshaping labor value. The study shows freelancers incorporating complex AI tools earn substantially more, with the emergence of AI Orchestrators who leverage AI in specialized services. The report emphasizes…
Opera offers a rare combo for income-focused growth traders: a semi-annual dividend yielding roughly 4% and an ad/search business that’s showing improving monetization and ARPU. At a $1.77B market cap and a mid-teens P/E, the risk/reward tilts toward buying on a pullback. This trade idea lays out entry, stop, targets and the rationale tied to produ…
