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News Digest / Lukas Schmidt

Author: Lukas Schmidt

08:23am, Thursday, Sep 11, 2025

Bank of America Downgrades UPS to Underperform, Trims FedEx Target to $240 - De Minimis Change Puts 4M Daily Parcels at Risk

BofA downgrades UPS and FedEx after US ends de minimis shipping exemption-cuts price targets to $83 (UPS) and $240 (FDX). Analyst warns loss of ~2.8M daily duty‑free parcels will weaken air freight, press volumes and margins ahead of 2025 peak.

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08:17am, Thursday, Sep 11, 2025

Erste Downgrades AMD to Hold; Shares Down 1%, 30‑Day Loss 8% as Analyst Flags Slightly Negative EBIT and Rich P/E

08:15am, Thursday, Sep 11, 2025

EU Confirms No Timetable for 19th Russia Sanctions After U.S. Talks - BP, Exxon and Lockheed on Watch

08:03am, Thursday, Sep 11, 2025

D.A. Davidson Upgrades Nvidia to Buy, Raises Target to $210 as AI Compute Demand Drives NVDA's 32% YTD Rally

04:27am, Thursday, Sep 11, 2025

Swiss MPs Soften AML Rules - 11.9%‑Growing Singapore May Oust Switzerland as No.1 Cross‑Border Wealth Hub

03:55am, Thursday, Sep 11, 2025

Broadcom (AVGO) Leads Wednesday Chip Rally, Triggering ETF Rebalances and Short-Covering

09:15am, Wednesday, Sep 10, 2025

KindlyMD Drops 30% After Pledging Up to $30M for Metaplanet Bitcoin Treasury; Metaplanet Pops 16% Ahead of Sept. 16 Close

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08:58am, Wednesday, Sep 10, 2025

Lyft, May Mobility launch single‑digit driverless Sienna pilot in Atlanta - scale target: dozens, then hundreds

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08:39am, Wednesday, Sep 10, 2025

Joby to Fold Blade Short‑Haul Flights into Uber App Next Year - Shares Pop 7.5%, eVTOL Rollout Gets Instant Distribution

08:29am, Wednesday, Sep 10, 2025

Edison locks 15‑year U.S. LNG supply from Shell - 0.7 mtpa from 2028 to feed EDF's Italian grid

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04:20am, Wednesday, Sep 10, 2025

80,000 Deployed, 75 Arrested: France's "Block Everything" Protests Disrupt Vinci-Run Highways

04:17am, Wednesday, Sep 10, 2025

TSMC August Sales Surge 33.8% to T$335.8B ($11.1B) on Nvidia-Fueled AI Demand - U.S. Export Curbs Threaten China Play

04:06am, Wednesday, Sep 10, 2025

Oracle's $18B→$73B cloud forecast sends shares up 27%; RPO soars 359% and analysts lift targets to $360

03:55am, Wednesday, Sep 10, 2025

Apple unveils 5.6 mm iPhone Air with A19 Pro - $100 cheaper than Galaxy, AAPL down 1.48%

02:35am, Wednesday, Sep 10, 2025

Novo Nordisk Cuts 9,000 Jobs (11.5%) to Deliver DKK8bn ($1.26bn) Savings - Operating Profit Growth Now 4-10%

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