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Northrop Grumman (NOC) is a large-cap defense prime trading at a reasonable multiple relative to earnings and cash flow. With administration rhetoric ratcheting up geopolitical risk and an earnings print due 07/21/2026, we recommend a mid-term long trade: entry $544.23, stop $505.00, target $620.00 (45 trading days). The company’s strong free cash …
Chinese regulators are reportedly preparing to permit leading domestic AI companies to acquire Nvidia H200 accelerators under strict conditions. Approvals would be capped at fewer than 200,000 units, restrict H200 use to model training, and require domestic processors for inference workloads. The move offers a targeted commercial relief for Nvidia …
Hildegard Müller, president of Germany's VDA automotive lobby, warned that Europe’s car industry is likely to face additional layoffs and factory shutdowns as manufacturers try to restore competitiveness. She cited high energy and labor costs, regulatory burdens, and mounting pressure from Chinese carmakers expanding production in Europe. Volkswage…
Intuit has taken a hair-raising haircut after a disappointing tax season and an aggressive re-pricing of software stocks. At roughly $271 per share and a market cap near $74.2B, the stock now trades at ~17x earnings and under 10x free cash flow. This trade idea argues the TurboTax headwinds are largely priced in and that a measured long with a clea…
Cantor Equity Partners I Inc. and BSTR Holdings said they have abandoned the original merger agreement they signed last year and will seek amended terms that reflect current market conditions. The pair canceled the private financing tied to the initial deal, indefinitely postponed a shareholder vote, and returned previously canceled redemption requ…
Bank of America recently approved a $520 million credit facility for OpenAI after having declined a prior request. The decision, influenced by OpenAI's IPO preparations and changing investor sentiment toward AI valuations, supplements existing undrawn facilities and increases total capital available to the company to more than $5 billion.
U.S. energy companies exported a record 8.73 million barrels per day of total petroleum products in the week ended July 3, according to the Energy Information Administration's weekly Petroleum Status Report. The export pace exceeded the previous weekly high of 8.22 million barrels per day recorded in early May. At the same time, U.S. crude inventor…
President Donald Trump said on Wednesday that the outgoing Air Force One will fly from Turkey to the United Kingdom for "old time's sake," while a newly overhauled Boeing 747, gifted to the United States by Qatar and refitted by L3Harris Technologies, will also visit RAF Mildenhall so U.S. service members stationed there can tour the aircraft. The …
Norway's stock market closed higher, with the Oslo OBX index up 0.55% as gains in Healthcare Equipment & Services, Pharma Biotech & Life Sciences and Utilities drove the advance. Several large-cap stocks posted notable moves, while crude and Brent oil jumped and gold fell. Currency pairs and the U.S. Dollar Index showed small moves.
Richardson Electronics has been selected by C-Motive Technologies as the manufacturing partner to produce power supply components for the new ZeroMag electrostatic motor platform. This partnership supports commercialization efforts starting in 2027 and leverages Richardson's manufacturing expertise to bring C-Motive's innovative magnet-free motor t…
Mistral AI on Wednesday introduced Robostral Navigate, an 8-billion-parameter robotics navigation model designed to steer robots through complex environments using only a single RGB camera and simple language prompts. Trained entirely in simulation and hardware-agnostic, the company says the model outperforms previous single-camera and multi-sensor…
Options activity compiled by Bloomberg points to an expected 5.5% intraday move in Conagra Brands Inc. stock when the company reports earnings on July 15, before markets open. The company's recent history shows several occasions where the actual share reaction outpaced the move implied by options, while other releases produced smaller-than-expected…
Israel's benchmark TA 35 finished marginally higher at the close on Wednesday, supported by advances in banking, financial services and oil and gas-related names. Market breadth favored decliners, while crude and Brent futures posted significant gains and gold futures fell. Major individual movers included Camtek, First International Bank of Israel…
Beam Therapeutics shares fell in morning trading after an arbitration panel sided with Prime Medicine over development rights to PM647, an investigational gene-editing therapy for Alpha-1 Antitrypsin Deficiency. The tribunal found PM647 falls within Prime Medicine’s licensed Field under a 2019 Collaboration and License Agreement, meaning Beam no lo…
Prime Medicine shares jumped after a binding arbitration panel ruled that PM647 falls within the company’s contractual development Field, found no breach of the 2019 Collaboration and License Agreement, and held that Prime owes Beam Therapeutics no damages. With that legal uncertainty removed, Prime said it plans to file an IND and/or clinical tria…
Micron's earnings beat and continued evidence of tight memory supply for AI data centers justify a rating upgrade. The business is generating meaningful free cash flow and trades at a reasonable multiple relative to that cash generation. This is a tactical long with a clear entry, stop, and two time-based targets tied to technical and fundamental c…
Prime Medicine shares climbed after an arbitration panel determined that the investigational candidate PM647 falls within Prime’s defined collaboration 'Field,' finding no breach of the 2019 agreement with Beam Therapeutics and no damages owed. The ruling allows Prime to proceed toward an IND and clinical testing for PM647, a liver lipid nanopartic…
Greece's stock market ended lower on Wednesday, with the Athens General Composite falling 2.14% at the close. Broad weakness in Banking, Telecoms and Household names weighed on the exchange while select names in plastics, utilities and refining posted gains. Decliners outnumbered advancers by a wide margin and commodity markets saw sharp moves in o…
Morgan Stanley adjusted its metals sector recommendations, upgrading Ivanhoe Mines to Overweight and lowering Alcoa and Vale to Equal-weight. The bank cited a changing supply outlook that supports copper, gold and silver, while anticipating aluminum will move into surplus and iron ore will remain under pressure.
Microsoft's AI-driven growth is intact, but the market is fixated on near-term capital spending. I argue that three observable signals - a meaningful slowdown in incremental AI CapEx, improving AI service margins, and durable enterprise contracts - would puncture the fear trade and re-rate the stock higher. Here is an actionable mid-term trade with…
Air Canada shares fell almost 4% to C$24.36 after the carrier named Anko van der Werff, currently CEO of Scandinavian Airlines, as its next President and CEO, with the handover scheduled by the end of January 2027. Michael Rousseau will retire effective August 31, 2026. The leadership change, announced alongside renewed cutbacks to U.S. flying amid…
U.S. President Donald Trump said the memorandum of understanding that had framed a ceasefire with Iran "was over" after the two sides exchanged attacks overnight, comments that sent oil prices sharply higher and pressured stocks and government bonds. Oil rose about 5% to $78 a barrel, European equities fell roughly 1.1%, the dollar strengthened and…
Revised government data show U.S. wholesale inventories rose just 0.1% in May, down from a previously reported 0.3% gain. The smaller uptick could limit the contribution of restocking to second-quarter GDP growth even as imports climbed and specific technology categories saw notable inventory increases.
Kirby Corporation shares jumped sharply in morning trade after BofA Securities lifted its price target and reiterated a Buy rating, while Stephens started coverage with an Overweight rating. Analysts pointed to stronger inland marine rate trends and a Power Generation backlog exceeding $1 billion, alongside management's projection that Power Genera…
Wolfe Research began coverage of three large oilfield services firms, assigning Outperform ratings to SLB and Baker Hughes and a Peer Perform to Halliburton. Analyst Carlos Escalante framed the industry outlook as "a selective capital cycle favoring international exposure," and pointed to company-specific catalysts such as SLB's ChampionX integrati…
