Category: Top Story

JPMorgan strategists cautioned Monday that slowing global economic growth could weigh on equity market returns, despite record levels of corporate buybacks so far this year. U.S. companies have announced nearly $1 trillion in buybacks, supported by robust earnings and healthy credit conditions. “If labour markets were to weaken more meaningfully, and consequently if corporate confidence…

The AI security sector is on track for rapid expansion, with analysts from Morgan Stanley forecasting the market could reach $45 billion in the near future. This growth comes as artificial intelligence simultaneously creates new vulnerabilities and new ways to safeguard systems. Companies are focusing investments on two main fronts: AI for Security, which leverages…

RBC Capital Markets has published its latest rankings of leading U.S. banking stocks, highlighting institutions with strong financial performance, strategic positioning, and growth potential in today’s economic climate. Topping the list is U.S. Bancorp (NYSE:USB), which analysts say is at an “inflection point,” where previous challenges are beginning to turn into opportunities. With a market…

Bank of America Securities reported that investors shifted their focus last week, pulling money out of large-cap stocks and redirecting funds toward small caps in the wake of the Federal Reserve’s rate cut. It was the biggest withdrawal from large caps in over two years, while small caps recorded inflows in three of the last…

Tesla (NASDAQ:TSLA) may report third-quarter deliveries that exceed Wall Street expectations, UBS analysts say. In a note to clients, the bank raised its forecast to roughly 475,000 vehicles, describing it as “~8% above Visible Alpha consensus,” while noting it is “more inline with buyside expectations in the 470–475k range.” This represents an upward revision from…

Barclays analysts argue that the U.S. fiscal outlook has “materially improved,” helped by higher tariff revenues and the beginning of the Federal Reserve’s easing cycle—factors that could support a decline in long-dated Treasury yields. In a research note, the bank said concerns over the bond market sparked by President Donald Trump’s flagship budget bill earlier…

Spending by affluent American households and the surge in technology investment in artificial intelligence might not be sufficient to keep the U.S. economy out of recession, according to BCA Research analysts. In a research note, strategists led by Doug Peta said that even though they raised their stock outlook earlier this month due to the…

Barclays has identified several standout opportunities in the Oncology and Inflammation & Immunology (I&I) space, spotlighting companies advancing innovative protein degradation platforms and targeted therapies. These stocks are seen as attractive based on upcoming catalysts, clinical results, and current market valuations. 1. Kymera Therapeutics (NASDAQ:KYMR)Barclays initiated coverage of KYMR with an Overweight rating and a…

The Commerce Department reported Friday that consumer prices in the U.S. increased in August, matching economist forecasts. The personal consumption expenditures (PCE) price index advanced 0.3% last month, following a 0.2% increase in July, aligning with market expectations. The annual growth rate of the PCE price index edged up to 2.7% in August from 2.6%…