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Latest Stock Market News
Latest Stock Market News
09:02am, Friday, Oct 03, 2025
Wells Fargo upgrades Johnson & Johnson (JNJ) to overweight, raises PT to $212 from $170 (~14% upside), citing Rybrevant-driven oncology momentum, easing tariff drag and a $55B U.S. onshoring push. Shares +1% premarket; watch margins and drug ramp.
08:29am, Friday, Oct 03, 2025
OnePay (Walmart‑backed) will add crypto buy/sell in its banking app, bringing mass‑market retail access to digital assets. Traders will watch custody, compliance, user adoption and potential impact on payments/retail stocks.
08:26am, Friday, Oct 03, 2025
Army review brands NGC2 battlefield comms prototype "very high risk" - major security gaps, weak access controls and software flaws. Raises delays and scrutiny for contractors Anduril (ANDR), Palantir (PLTR) and Microsoft (MSFT).
08:15am, Friday, Oct 03, 2025
Goldman Sachs upgrades ABN Amro (ABAM34) to Buy, lifts 12‑month target to €32.50 (from €24.70). Cites stronger NII, cost cuts and €8.5bn capital returns/buybacks-shares trade ~20% below the new target.
07:57am, Friday, Oct 03, 2025
Global Infrastructure Partners, linked to BlackRock, is reportedly nearing a ~$40B takeover of AI-focused Aligned Data Centers with Abu Dhabi's MGX/Mubadala/G42 as partner - a deal that could reprice Equinix and Digital Realty; not yet signed.
07:49am, Friday, Oct 03, 2025
Occidental (OXY) sold OxyChem to Berkshire for $9.7B; HSBC upgraded to Buy (PT $55) and Mizuho to Outperform (PT $60). Analysts say proceeds speed debt paydown and could enable buybacks (possible 2026) despite lingering liabilities.
07:42am, Friday, Oct 03, 2025
JPMorgan's updated October analyst focus list spotlights AMZN ($265 target), CVNA ($425), GM ($80), plus PHM and AVGO, amid a Sept S&P rally and Fed rate cut-traders eye sector mix from tech to autos, housing and semiconductors.
07:33am, Friday, Oct 03, 2025
Rivian Q3 Delivers 13,201 EVs (+~33% YoY); Guidance Tightened to 41,500-43,500 as Tax Credit Expires
Rivian (RIVN) Q3 deliveries 13,201 vs. 12,690 est.; full‑year guidance cut to 41.5k-43.5k (mid 42.5k). Tax‑credit pull‑forward and tariffs squeeze margins; shares down ~2% premarket.
09:06am, Thursday, Oct 02, 2025
Nike (NKE) upgraded to Overweight by KeyBanc with $90 PT after a Q1 beat: revenue $11.7B, adj EPS $0.49, running >20% growth. Q2 guidance sees low-single-digit revenue decline; watch running, North America, wholesale and new product cadence.
09:02am, Thursday, Oct 02, 2025
BofA's Brad Sills: front-office SaaS plunged ~16% on AI headlines, but adoption lags - only ~6% have agentic AI in production and 36% cite pricing uncertainty. Partners report delayed projects, not mass cancellations.
08:53am, Thursday, Oct 02, 2025
Live test of Meta's Ray‑Ban Display smart glasses (META) impressed at demo but single‑eye projection caused eye strain and poor clarity for reading/video. Good for quick alerts, not a phone replacement-Apple (AAPL) safe for 2-3 years.
03:18am, Thursday, Oct 02, 2025
Netflix (NFLX) shares fell ~2% after Elon Musk urged followers on X to "Cancel Netflix" over kids/trans content, flagging an animated kids' show. No company news - a social-media-driven, short-lived move that briefly dented the stock.
08:49am, Wednesday, Oct 01, 2025
NLRB quorum loss after Trump removed Gwynne Wilcox stalled union certifications, prompting 50+ appeals covering ~2,600 workers (Whole Foods/Amazon, CVS, SeaWorld). Traders: legal delays raise litigation, cost and reputational risk until Senate confirmations.
08:42am, Wednesday, Oct 01, 2025
Conagra (CAG) Q1 revenue $2.63B vs $2.62B est; company reaffirmed full‑year guidance. Grab‑and‑go staples (Slim Jim, Act II) boosted sales while tariff costs and private‑label pressure persist. Stock +3% premarket.
08:40am, Wednesday, Oct 01, 2025
PTON jumps ~4.1% after Peloton unveils Peloton Pro Series - Tread+ Pro, Bike+ Pro, Row+ Pro - targeting hotels, multifamily & corporate gyms. New Commercial unit with Precor; U.S./Canada launch Oct. 1; Tread+ Pro ships early 2026.
08:35am, Wednesday, Oct 01, 2025
BlackRock (BLK) can buy ~$38B of energy assets without a big takeover premium - seller urgency, capex needs, creative deal structures, cheap financing and fee-bearing funds lower bids. Traders watch deal structure, financing and co‑investors.
09:07am, Tuesday, Sep 30, 2025
QuantumScape (QS) jumped ~6.1% premarket after a manufacturing tie-up with Corning (GLW) to scale ceramic separators for solid‑state lithium‑metal batteries. Corning adds production muscle; technical and yield hurdles remain.
09:02am, Tuesday, Sep 30, 2025
CoreWeave (CRWV) jumps ~8% after a deal to supply Meta (META) up to $14.2B of Nvidia (NVDA) GB300 GPU capacity. Helps diversify from MSFT concentration but 'up to' revenue, Nvidia reliance and execution risk remain.
08:49am, Tuesday, Sep 30, 2025
Goldman Sachs cuts Spotify (SPOT) from Buy to Neutral, lifts PT to $770, saying the stock's ~120% rally has priced in upside. Bank still forecasts mid‑teens revenue growth, ARPU gains and ad monetization, but execution risk rises.
08:17am, Tuesday, Sep 30, 2025
Coty (COTY) launches strategic review of its consumer beauty arm, putting mass-market labels like CoverGirl and Rimmel up for sale as it pivots back to higher‑margin fragrance amid $1.2B mass color slump and ~$4B debt.
07:51am, Tuesday, Sep 30, 2025
Draganfly Inc. (NASDAQ: DPRO) gains ~13% after U.S. Army selects its Flex FPV drones and forward-site manufacturing. Deal includes training and NDAA‑compliant logistics; dollar value and delivery timeline were not disclosed.
07:48am, Tuesday, Sep 30, 2025
Boeing (BA) is in early engineering of a clean‑sheet single‑aisle to succeed the 737 MAX; early engine talks with Rolls‑Royce. FAA scrutiny, a ~6,000‑aircraft backlog and long certification make any launch uncertain.
07:40am, Tuesday, Sep 30, 2025
Qualigen (QLGN) surged ~18% after a $41M PIPE led by Faraday Future (FFAI) gave Faraday ~55% and new management. Qualigen will rebrand to CXC10 and pivot to crypto/Web3 products like BesTrade and a C10 stablecoin.
07:30am, Tuesday, Sep 30, 2025
Zhipu AI (ZHIPU) CEO Zhang Peng rejects ASI-by-2030 hype and rolled out GLM‑4.6-targeting enterprise coding, reasoning and paid dev plans. Investors should watch monetization, enterprise traction and GPU/cloud suppliers (NVDA).
06:44am, Tuesday, Sep 30, 2025
Bernstein downgrades Quadient SA (EPA: QDT) to Market‑Perform, cutting the price target to €14.80 (from €22.40) after a 1H25 update - Mail guidance suspended and weaker Digital/Lockers trim 2025 revenue and EBITDA/EPS forecasts.
06:35am, Tuesday, Sep 30, 2025
Exxon Mobil (XOM) will cut ~2,000 jobs (3-4% of workforce) and consolidate offices into regional hubs, prompting near‑term restructuring charges while aiming for lower recurring operating costs and improved margins.
05:05am, Tuesday, Sep 30, 2025
Pandora (PNDORA) CEO Alexander Lacik to leave March 2026; CMO Berta de Pablos-Barbier, ex-LVMH, tapped as successor. Shares fell ~3% (down ~37% YTD) amid weak European sales, higher raw-material costs and U.S. tariffs.
04:33am, Tuesday, Sep 30, 2025
TotalEnergies (TTE) to monetize half of a 1.4GW U.S. solar package, selling 50% to KKR for $950M to ease leverage ahead of Investor Day; CEO targets ~$3.5B of disposals to shore up the balance sheet.
08:52am, Monday, Sep 29, 2025
Air India secures ~$215M six‑year GIFT City loan from Bank of India and Standard Chartered at ~168 bps over SOFR to refinance bridge debt tied to six Boeing 777‑300ER deliveries. No formal announcement yet.
08:39am, Monday, Sep 29, 2025
Lufthansa to cut ~4,000 admin jobs by 2030, raises targets to 8-10% adj. operating margin and >€2.5bn annual FCF. Shares +2% (~€7.85). Key risks: union votes/strikes-watch cost cuts, fleet rollout and margin execution.
08:36am, Monday, Sep 29, 2025
Electronic Arts (NASDAQ: EA) to be taken private in a ~$55B deal at $210/share in cash by Silver Lake, Saudi Arabia's PIF and Affinity Partners - ~25% premium. Closes Q1 FY2027; touted as largest LBO, will remove EA from indices and lift peers.
08:32am, Monday, Sep 29, 2025
Inherited ~$600K in Apple (AAPL) now 50% of a ~$1.2M portfolio: a concentrated position that raises volatility (blended ~17%). A 30% AAPL drop ≈ 15% portfolio hit. Strategies: gradual sale, hedges, gifting; inherited shares often get tax basis step-up.
08:25am, Monday, Sep 29, 2025
Bybit revives Daily Treasure Hunt as "Hot Token Rush" (Sept 28-Oct 27; prereg by Sept 28). Bigger prize pools, boosted referral points, DCA/TradeGPT bot entry and broader "hot" token drops - likely to lift short-term trading volume and token liquidity.
08:13am, Monday, Sep 29, 2025
BP okays ~$5B Tiber-Guadalupe Gulf project: 80,000 bpd FPSO, first oil targeted 2030, ~350M boe recoverable. Reuses 85% of Kaskida design to cut costs-signal BP doubling down on U.S. upstream vs. peers.
07:52am, Monday, Sep 29, 2025
Stellantis (STLA) names Joao Laranjo as CFO, replacing Doug Ostermann amid a wider leadership shake-up. Company keeps 2025 guidance; Milan shares swung intraday as analysts eyed ongoing management churn.
07:43am, Monday, Sep 29, 2025
Citi (NYSE: C) pivots for Q4-boosting cyclical exposure and trimming growth amid a "falling-rates but stable macro" view. Overweight Financials, IT and Utilities; underweight Consumer Staples and parts of Industrials. Expect choppier, sector-driven moves.
07:05am, Monday, Sep 29, 2025
Wedbush warns the rally is fragile: narrow leadership from mega-cap tech (AAPL, NVDA, MSFT) and rising leverage/thin liquidity could spark sharp, volatile corrections despite calm headline indexes.
09:21am, Friday, Sep 26, 2025
Premarket: tariff chatter lifts chips & pharma-Intel (INTC) +3.7%, GlobalFoundries (GFS) jumps; J&J (JNJ), Pfizer, Lilly firmer after 100% branded-drug tariff talk. Boeing (BA) up on orders; Wayfair (W) down on furniture tariffs. Volatility likely.
09:13am, Friday, Sep 26, 2025
Iris Energy (NASDAQ: IREN) fell ~7% pre-market after JPMorgan cut to Underweight with a $24 PT (48% below $46.29), saying the stock already prices in an unlikely >1GW colocation (potential >$10B capex).
