ADVFN US – Market Content Editor
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Citi’s Manthey: Investors Broadening Equity Exposure Beyond U.S. Markets
Investors worldwide are increasingly allocating capital outside the United States as elevated U.S. valuations and improving earnings momentum elsewhere make international equities more attractive, according to Citigroup strategist Beata Manthey. In Citi’s latest global equity outlook, Manthey said the bank expects “diversification into international equities will continue in 26E,” noting that Citi maintains Overweight positions…
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Moody’s Flags $3 Trillion Data Center Investment Boom Over Next Five Years
Global investment tied to data centers is set to accelerate sharply, with at least $3 trillion expected to be deployed over the next five years, according to a report released Monday by Moody’s Ratings. The ratings agency said the scale of spending will underpin continued growth in artificial intelligence and cloud computing, with capital flowing…
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Barclays: AI Overtakes Macro Forces as Markets’ Primary Driver in 2026
Artificial intelligence has become the leading influence on market dynamics in 2026, overtaking traditional macroeconomic and policy factors, according to Barclays. “AI remains front and center,” analyst Anshul Gupta wrote in a client note, adding that “NVDA earnings [are] now a bigger event than macro or policy.” Gupta said current conditions reflect a “tech revolution,…
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U.S. Stocks Finish Choppy Trading Day Modestly Lower
Stocks moved to the upside in early trading on Friday but quickly gave back ground and showed a lack of direction over the remainder of the trading session. The major averages spent much of the day bouncing back and forth across the unchanged line before eventually closing modestly lower. The Dow dipped 83.11 points or…
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Emergent BioSolutions gets FDA clearance for new OTC NARCAN nasal spray portable case
Emergent BioSolutions (NYSE:EBS) said the U.S. Food and Drug Administration has approved a supplemental New Drug Application allowing its over-the-counter NARCAN® Nasal Spray to be sold in a new, portable carrying case, a move aimed at making the overdose-reversal drug easier to keep on hand. The newly approved packaging includes two blister-packed doses of NARCAN®…
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Tesla granted more time to answer NHTSA inquiry into Full Self-Driving
U.S. vehicle safety regulators have agreed to give Tesla (NASDAQ:TSLA) extra time to respond to an investigation examining whether its cars violated traffic laws while operating with the company’s Full Self-Driving software. The National Highway Traffic Safety Administration said on Friday that it has pushed back Tesla’s deadline for key submissions to February 23. The…
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Riot shares jump after landing AMD data center lease agreement
Riot Platforms (NASDAQ:RIOT) shares climbed more than 7% on Friday morning after the Bitcoin mining firm announced it had secured a long-term data center leasing deal with Advanced Micro Devices (NASDAQ:AMD). Riot said it has entered into a 10-year Data Center Lease and Services Agreement with AMD at its Rockdale Site in Texas. The arrangement…
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Micron shares climb 5% as memory stocks rally and insider buying draws attention
Micron Technology (NASDAQ:MU) shares advanced 5% on Friday morning, adding to recent gains as strength across the memory chip sector continued in the wake of upbeat results and spending guidance from Taiwan Semiconductor Manufacturing Company (NYSE:TSM). The stock also found support after board member Teyin Liu disclosed a sizable insider purchase totaling about $7.82 million.…
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GE Vernova jumps as Trump, state governors back PJM emergency power auction
GE Vernova (NYSE:GEV) shares climbed 3.7% in pre-market trading on Friday following reports that President Donald Trump and governors from states within the PJM Interconnection footprint are set to unveil plans for an emergency wholesale electricity auction aimed at shoring up power reliability and controlling costs. According to a White House official cited by Bloomberg,…
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Oral Wegovy posts 3,071 prescriptions in first four days after U.S. launch
Novo Nordisk (NYSE:NVO) recorded 3,071 U.S. prescriptions for the oral version of Wegovy in the first four days following its launch, according to data from IQVIA cited by analysts on Friday. The drugmaker rolled out the pill formulation of its weight-loss therapy as it competes with Eli Lilly (NYSE:LLY) in the fast-growing obesity treatment market.…