Sharemaestro Newsreel

Analyst turns more bullish on hardware stocks as ‘chipflation’ accelerates demand

Investing.com -- Morgan Stanley has turned more constructive on IT hardware, upgrading its industry view as it argued that memory "chipflation" is accelerating infrastructure demand rather than delaying it. Analyst Erik Woodring told clients in a note on Friday that the firm raised its …

Nitya Capital Closes Morgan Stanley Refinancing of 432-Unit Interlace Apartments in Dallas

Nitya Capital successfully refinanced its 432-unit Interlace Apartments in Dallas with Morgan Stanley, completing a significant transaction despite a challenging real estate market. This refinancing is part of Nitya Capital's broader strategy to fortify its portfolio, having executed approximately $1.5 billion in refinancings and …

Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?

It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance. The best way to shortlist great mutual funds …

Lincoln Electric upgraded at Morgan Stanley on improved growth outlook (LECO:NASDAQ)

Morgan Stanley upgraded Lincoln Electric Holdings (LECO) to Equal-weight from Underweight, citing a more balanced risk-reward profile due to accelerating organic growth and healthy demand for automation. Analyst Angel Castillo set a $283 price target. Despite the upgrade, concerns about premium valuation, machinery markets, …

HPE stock surges 5% as Morgan Stanley upgrades, pointing to ~30% upside

Investing.com -- Shares of HP Enterprise (NYSE: HPE) caught a major tailwind in Monday's pre-market session, jumping 5% after Morgan Stanley upgraded the stock from "Equalweight" to "Overweight." With Friday's close at $53.22, Morgan Stanley's $69 price target signals a massive runway—representing nearly 30% …

Marex Agrees to Add Dutch Energy Firm Serving Greenhouses

Marex Group has agreed to acquire Brainchild Capital Investments (BCI), a Netherlands-based clearing and execution business specializing in energy and environmental markets. This acquisition aims to expand Marex's clearing business, enhance its capabilities in European power markets, and provide BCI clients with broader product …

Marex Group Limited agrees to acquire Brainchild Capital Investments, providing access to derivatives and physical markets in power and gas

Marex Group Limited has announced its agreement to acquire Brainchild Capital Investments (BCI), a Netherlands-based clearing and execution business specializing in energy and environmental markets. This acquisition is strategically important for Marex, enhancing its clearing capabilities, expanding its client base in European power markets, …

Morgan Stanley Downgrades Teradata to Equalweight From Overweight, Adjusts PT to $29 From $35

Morgan Stanley has downgraded Teradata (TDC) to Equalweight from Overweight and adjusted its price target to $29 from $35. This change comes as the bank notes that Teradata's expected flow-through into the second half of the year is not materializing despite a better-than-expected first …

1 Unpopular Stock That Deserves a Second Chance and 2 We Question

1 Unpopular Stock That Deserves a Second Chance and 2 We Question Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize …

Weekly Recap: Q2 2026 earnings surge and B3 access for non‑Brazil clients

Interactive Brokers (NASDAQ:IBKR) reported strong Q2 2026 results with $1.9B revenue and $0.69 EPS, driven by increased trades and client balances. The company also expanded access to B3 Brazilian markets for eligible non-Brazil clients, despite a brief login issue for some APAC accounts that …

SharpLink Gaming GAAP EPS of -$1.88 misses by $1.89, revenue of $11.5M misses by $1.89M

* SharpLink Gaming press release [https://seekingalpha.com/pr/20612699-sharplink-reports-second-quarter-2026-financial-and-operating-results-builds-momentum-for-a] (SBET [https://seekingalpha.com/symbol/SBET]): Q2 GAAP EPS of -$1.88 misses by $1.89. * Revenue of $11.5M, sharply higher than $0.7M a year earlier, driven primarily by the company's actively managed ETH treasury strategy, misses estimates by $1.89M. * SG&A expenses …

Schwab: Retail investors want AI stocks on the cheap

Illustration: Brendan Lynch/Axios Retail investors took advantage of the volatility in the market last month to again be net buyers of stocks, new data from Charles Schwab shared exclusively with Axios shows. Why it matters: The trade in AI stocks shows staying power, as …

Analysts Expect 11% Gains Ahead For IGV

Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF …

Weekly Recap: $32M HPC, $27B AI backlog and 102MW, 168MW contracted

TeraWulf Inc. (NASDAQ:WULF) reported a strong Q2, with HPC revenue reaching $32M, accounting for 71% of sales, and achieving 102 MW delivered, driving $180M in annualized recurring revenue. The company also saw its contracted AI data-center capacity increase to 168 MW and $27B in …

Moelis & Co's Dividend Analysis

Chemours price target lowered to $18 from $21 at Morgan Stanley

Morgan Stanley analyst Vincent Andrews has lowered the firm's price target on Chemours (CC) to $18 from $21, while maintaining an Equal Weight rating. This adjustment follows Chemours' Q2 results, which included an unexpected guidance cut and a significant change in its EBITDA mix. …

The Goldman Sachs Group, Inc. $GS Shares Sold by Franklin Street Advisors Inc. NC

Franklin Street Advisors Inc. NC reduced its stake in The Goldman Sachs Group (NYSE:GS) by 17.3% in the second quarter, selling 10,229 shares but still holding 49,031 shares valued at approximately $49.6 million. Goldman Sachs reported strong second-quarter earnings, with EPS of $20.98 and …

Citigroup hires Morgan Stanley’s Charlet to lead France banking team

Citigroup has hired Morgan Stanley's Hélène Charlet to lead its banking team in France. This move is part of Citigroup's broader strategy to expand its senior banking presence in Europe. The appointment of Charlet, a senior banker from Morgan Stanley, highlights Citigroup's ongoing efforts …

Scully Royalty Board Adopts Advance Notice Policy for Director Nominations

Scully Royalty Ltd. (NYSE: SRL) has announced that its Board of Directors adopted an Advance Notice Policy for director nominations, effective immediately. This Policy aims to establish a transparent and orderly process for shareholder nominations, ensuring the Company and its shareholders receive timely and …

Should You Invest in the iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI)?

The iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) was launched on May 1, 2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Financials - Brokers/ Capital markets segment of the equity market. Passively managed ETFs are …

Transaction in Own Shares

Transaction in Own Shares August 07, 2026 • • • • • • • • • • • • • • • • Shell plc (the 'Company') announces that on 07 August 2026 it purchased the following number of Shares for cancellation. Aggregated information …

Morgan Stanley Adjusts Price Target on Arvinas to $10 From $11, Maintains Equalweight Rating

Morgan Stanley has lowered its price target for Arvinas (ARVN) to $10 from $11, while maintaining an Equalweight rating on the stock. This adjustment comes amidst other analyst activities concerning Arvinas, including Wedbush also adjusting its price target. The company, a clinical-stage biotechnology firm, …

Scully Royalty Ltd. (NYSE: SRL) sets new advance notice rules for board nominees

Scully Royalty Ltd. (NYSE: SRL) has adopted a supplemental Advance Notice Policy, effective immediately, to govern shareholder nominations for its Board of Directors. This policy, which supplements the company’s existing Articles of Association, sets detailed requirements for nomination notices, including extensive disclosures from nominating …

Data center operator CyrusOne plans potential 2027 IPO, banks pitch for roles, sources say

By Echo Wang NEW YORK, Aug 10 (Reuters) - CyrusOne, a data center operator owned by KKR and BlackRock's Global Infrastructure Partners, is preparing for an initial public offering ‌as early as 2027, in what could be one of the biggest IPOs ‌in the …

Morgan Stanley Adjusts Price Target on 3M Company to $189 From $165, Keeps Equalweight Rating

Morgan Stanley has increased its price target for 3M Company (MMM) to $189 from $165, while maintaining an Equalweight rating on the stock. This adjustment comes amidst other analyst actions on 3M, including price target raises from Argus and JPMorgan in late July. The …

PJT Partners Inc. $PJT Position Boosted by Quantinno Capital Management LP

UBS Group AG : Goldman Sachs remains Neutral

Goldman Sachs has reiterated a "Neutral" rating for UBS Group AG, increasing its target price from CHF 41.50 to CHF 47. This indicates a moderately positive outlook on the stock by the analyst. The report highlights analyst Chris Hallam's updated assessment of the banking …

JPMorgan Strategists Raise S&P 500 Target as AI Capex Pays Off

(Bloomberg) -- JPMorgan Chase & Co. strategists raised their S&P 500 Index forecast for a second time in two months, citing strong corporate earnings and the payoff from massive artificial intelligence spending. Most Read from Bloomberg Iran Shakes Up Security Team After Saying Oman …

Citigroup poaches Charlet from Morgan Stanley to head French arm

Citigroup has hired Jean-Baptiste Charlet from Morgan Stanley to lead its French operations as Citi Country Officer & Banking Head, France. Charlet previously spent over 30 years at Morgan Stanley and is a graduate of HEC Paris. Citi stated that Charlet brings exceptional leadership, …

Goldman Sachs upgrades Protagonist Therapeutics stock rating on drug potential

Goldman Sachs upgraded Protagonist Therapeutics (NASDAQ:PTGX) to Buy from Neutral, raising its price target to $186 from $110, citing the potential of its oral IL-17 drug, PN-881. The company recently reported strong Q2 2026 financial results, including significant license and collaboration revenue and a …

Robinhood to launch crypto trading in the UK this week

[Woman is checking Bitcoin price chart on digital exchange on smartphone, cryptocurrency future price action prediction.] oatawa * Robinhood (HOOD [https://seekingalpha.com/symbol/HOOD]) is launching access to crypto trading in the UK, enabling customers to trade digital assets directly through Bitstamp UK Ltd, in the single …

Royal Bank of Canada Reduces Stock Position in BitMine Immersion Technologies, Inc. $BMNR

Janus Henderson Group PLC Invests $1.76 Million in Marex Group plc Ordinary Shares $MRX

Janus Henderson Group PLC has acquired a new stake of 39,441 shares, valued at approximately $1.76 million, in Marex Group plc Ordinary Shares, representing about 0.05% of the company. Several other institutional investors also increased their positions in Marex Group during the first quarter. …

Schwab Charles Insider Sold Shares Worth $1,999,016, According to a Recent SEC Filing

An insider at Charles Schwab recently sold shares valued at $1,999,016, as detailed in a new SEC filing. This transaction involved the sale of company stock by an individual considered to be an insider. The filing provides transparent information about this significant financial move.

Scully Royalty Ltd. Board of Directors Adopts Advance Notice Policy for Director Nominations

Scully Royalty Ltd. (NYSE: SRL) has announced that its Board of Directors adopted an Advance Notice Policy for director nominations, effective immediately. This Policy aims to establish a transparent and orderly process for shareholder nominations, ensuring the Company and its shareholders receive timely and …

European stocks little changed as investors weigh inflation and Hormuz risks

[Global Business Strategy on Digital Display] London (UKX [https://seekingalpha.com/symbol/UKX]) -0.11%, The British pound traded around $1.349, remaining close to its highest level since July 15. Germany (DAX:IND [https://seekingalpha.com/symbol/DAX:IND]) +0.10%. France (CAC:IND [https://seekingalpha.com/symbol/CAC:IND]) +0.00%. Industrial production in Austria was unchanged in June. Norway’s annual inflation …