Sign In
News Digest /
Latest Stock Market News
Latest Stock Market News
06:21am, Thursday, Sep 18, 2025
Roche (ROG) to buy 89bio (ETNB) in a cash tender at $14.50/sh plus a non‑tradable CVR up to $6, valuing the deal at ~$2.4B upfront and up to ~$3.5B for pegozafermin (FGF21) targeting MASH.
05:55am, Thursday, Sep 18, 2025
iZUMi Finance and Nasdaq-listed CIMG launch the $20M Upstarts Fund - an on-chain vehicle blending DeFi yield, listed-token exposure and tokenized-stock trading; includes a yield-bearing BTC DAT and CIMG's $20M stake.
05:54am, Thursday, Sep 18, 2025
SoftBank-OpenAI Japan JV delayed past its planned summer 2025 launch; management to update in Nov 2025. Delay may push revenue recognition for SoftBank (TYO: 9984) as integration, localization and long enterprise sales slow the rollout.
05:51am, Thursday, Sep 18, 2025
Goldman Sachs cut Neste (HE:NESTE) to Neutral from Buy, citing valuation - shares up ~38% YTD and ~140% from April low, trading ~10% above replacement cost. PT €17 unchanged; near-term maintenance headwinds defer upside to 2026‑27.
05:04am, Thursday, Sep 18, 2025
ABC pulled a Jimmy Kimmel Live episode after government complaints about Charlie Kirk's remarks. For Disney (NYSE: DIS) it heightens ad, regulatory and short-term volatility risks. Watch ad bookings, major advertisers and regulators.
04:32am, Thursday, Sep 18, 2025
Barry Callebaut (SIX: BARN) under pressure to cut debt as CEO says list prices rose ~63% while volumes fell ~6.3%. Negative ratings outlook, costly cocoa inventory; management in talks with banks and trimming working capital to shore up leverage.
04:01am, Thursday, Sep 18, 2025
Domino's Pizza Group (NYSE: DPZ) names Andrew Andrea as CFO from 16 Mar 2026; Edward Jamieson exits immediately, finance covered by Richard Snow. Andrea joins from C&C Group (CCR) - watch margins, franchise economics and M&A signals.
03:49am, Wednesday, Sep 17, 2025
GSK pledges $30B and Eli Lilly $5B for U.S. manufacturing to expand biologics capacity and hedge against potential import levies-part of a $350B industry onshoring push that could reshape margins, supply chains and jobs.
03:48am, Wednesday, Sep 17, 2025
Gaza City assault triggers mass displacement and humanitarian strain. Markets turn risk-off: oil, gold and bonds rise; equities fall. Defense and energy stocks gain while airlines, insurers and regional assets weaken.
03:34am, Wednesday, Sep 17, 2025
STMicroelectronics (STM) commits $60M to a Panel-Level Packaging (PLP) pilot line in Tours, France, targeting Q3 2026 start. Move signals focus on advanced packaging/onshoring; execution, ramp and labor risks remain.
03:21am, Wednesday, Sep 17, 2025
Palantir (PLTR) vs Salesforce (CRM) in federal IT: Palantir's classified analytics face Salesforce's cloud/CRM scale. Watch contract awards, revenue mix, margins and partnerships for implications on enterprise software stocks.
03:20am, Wednesday, Sep 17, 2025
Australia's Dec. ban on teen social media access has ASX banks (CBA, WBC, NAB, ANZ) trialing ConnectID with Singapore's k‑ID facial age tech to verify users. Could open revenue streams - but brings privacy, UX and regulatory risks.
03:16am, Wednesday, Sep 17, 2025
Nissan (TYO:7201) to close U.S. and Brazil design studios and trim London/Japan teams. Expect near‑term restructuring charges, medium‑term OPEX savings, but risks to regional styling and potential product launch delays.
03:15am, Wednesday, Sep 17, 2025
Ben & Jerry's cofounder Jerry Greenfield resigns, alleging Unilever eroded the brand's autonomy after disputes over Israel/Palestine. Unilever (UL) shares slipped ~0.74%; Cohen explored a $1.5-$2.5B sale. Legal battle continues.
03:03am, Wednesday, Sep 17, 2025
Urban Company (NSE:URBN) surged on debut - opened ₹162.25 vs ₹103 IPO and peaked at ₹179 (~74% gain). IPO raised ~₹19B, 100x+ subscribed; FY25 revenue +35% and the company turned profitable.
02:24am, Wednesday, Sep 17, 2025
JD.com (HKEX:9618) jumps to a 4‑month high after chairman unveils hotel rollout leveraging JD's logistics, pledging no price war. Offers up to 3‑year zero‑commission memberships and 70% profit share to JD; monetization and execution risks linger.
08:22am, Tuesday, Sep 16, 2025
NHTSA probes 174,000 Tesla (TSLA) Model Y SUVs over exterior door-handle failures - possible recalls, repairs and heightened stock volatility as investors weigh regulatory and reputational risk.
08:19am, Tuesday, Sep 16, 2025
Nvidia's RTX6000D (~¥50,000) sees weak China demand as grey‑market RTX5090s undercut it; Alibaba and Tencent pause orders amid export‑control uncertainty and delayed H20/B30A shipments - near‑term headwind for NVDA.
08:15am, Tuesday, Sep 16, 2025
Cowen Spots United Airlines (24.7% EPS Growth) and Delta (20.8%) as Cheap Single‑Digit P/E S&P Picks
TD Cowen spots United Airlines (UAL) and Delta Air Lines (DAL) as rare S&P 500 names with single‑digit forward P/Es and strong 2026 EPS growth - UAL +24.7%, DAL +20.8% - flagging potential re‑rating.
08:09am, Tuesday, Sep 16, 2025
Goldman Sachs upgraded Hershey (NYSE: HSY) to Buy from Sell, raising its price target to $222 (from $170) - ~19% upside. Analyst cites pricing power, costs largely accounted, 60% c-store planogram rollout and market‑share recovery; most analysts still hold.
08:05am, Tuesday, Sep 16, 2025
Ford (F) cuts up to 1,000 jobs at its Cologne EV centre, moving to a single shift from Jan 2026 amid weaker-than-expected European EV demand. Restructuring trims costs, may trigger one-off charges and hit suppliers; watch capacity guidance.
07:58am, Tuesday, Sep 16, 2025
HK High Court gives Evergrande liquidators receivership over Hui Ka Yan's personal assets, empowering Alvarez & Marsal to pursue about $6B in alleged dividends/paybacks. Boosts cross‑border asset tracing, but cash recoveries remain uncertain.
07:52am, Tuesday, Sep 16, 2025
UBS lifted its price target on Logitech (NASDAQ: LOGI) after stronger premium mice/keyboards, gaming and video‑conferencing demand, margin improvement and growing software/subscriptions; shares jumped on the news.
07:37am, Tuesday, Sep 16, 2025
Trump revived calls to ditch quarterly earnings - a change that could reshape earnings season, SEC rulemaking, options pricing and volatility for AAPL, MSFT, TSLA, and force traders to alter sector-specific strategies.
07:34am, Tuesday, Sep 16, 2025
Nissan trims Sept-Nov Leaf production at Tochigi after lower‑than‑expected battery yields at a supplier. Launch still planned by year‑end, but autumn output cuts will pressure near‑term deliveries, revenue and margins.
08:01am, Monday, Sep 15, 2025
Alaska Air (NYSE: ALK) says Q3 adjusted EPS will land at the low end of $1.00-$1.40 as higher fuel costs, West Coast refining margins and operational woes - including a July IT outage - offset strong unit revenue and premium demand.
07:45am, Monday, Sep 15, 2025
VF Corp (NYSE:VFC) to sell Dickies to Bluestar Alliance for $600M cash, boosting liquidity and cutting debt. Deal expected to be accretive and close by end‑2025 as VF sharpens focus on Vans, The North Face and Timberland.
07:23am, Monday, Sep 15, 2025
Netflix isn't highly dependent on Paramount or Warner Bros. Discovery: 9/10 Top TV hits are Originals (5 of 151 Global Top 10 TV titles from those studios). Movies: ~70% licensed, ~30% of those from PARA/WBD; analysts see limited risk.
07:17am, Monday, Sep 15, 2025
Tesla (TSLA) surged after Elon Musk disclosed an open-market buy of ~2.57M shares (~$1B) on Sept. 12 at $372.37-$396.54. Premarket up ~6% toward $420, volume spiked; move reshapes short positions, boosts option gamma and intraday volatility.
06:58am, Monday, Sep 15, 2025
PMC (Rolling Stone, Variety) sued Alphabet (GOOGL), claiming Google's AI search summaries siphon clicks, ad impressions and subscriptions by reproducing publisher content. Suit seeks damages and product limits; could reshape search revenue.
06:53am, Monday, Sep 15, 2025
Rubis (EPA:RUBF) rose ~7% as CVC Capital and Trafigura weigh separate takeover talks. Early-stage chatter lifted the stock, reflecting a buyout premium amid shareholder pressure, a renewables pivot, YTD +22% and ~€3bn market cap.
06:44am, Monday, Sep 15, 2025
Rheinmetall (RHMG) agreed to buy Luerssen's warship arm NVL, boosting its naval footprint; deal price undisclosed, pending antitrust. NVL: ~€1bn sales, 2,100 staff, 10% margin; Jefferies pegs EV €1.5-2bn. RHMG shares +1.9%.
05:58am, Monday, Sep 15, 2025
OpenAI CEO Sam Altman lists a 22-acre Hawaii parcel for $49M (~$2.23M/acre). The high-profile luxury listing may signal capital shifts for luxury residential developers, high-end REITs and regional markets.
05:32am, Monday, Sep 15, 2025
China extended an antitrust probe into NVIDIA (NVDA), knocking shares lower and pressuring AMD and Intel. The move raises regulatory risk for AI GPU supply and China revenue; traders should watch probe scope, duration and remedies.
12:55pm, Friday, Sep 12, 2025
FAA proposes $3.1M fine vs Boeing (BA) after "hundreds" of quality-control failures at Renton and Spirit (SPR) tied to the Jan Alaska MAX 9 incident. FAA now inspects every 737 MAX/787; 38‑plane/month cap boosts delivery delays, BA/SPR dip.
12:42pm, Friday, Sep 12, 2025
Gold notched 30+ record highs this year as a softer dollar, lower real yields, central-bank buying and ETF inflows drive momentum. Traders watch miners, elevated volatility and risks from rate rebounds or a stronger dollar.
12:41pm, Friday, Sep 12, 2025
Global stocks hover near records as dollar and Treasury yields rebound; gold nears all‑time highs. US consumer sentiment slips and CPI is mixed, clouding rate‑cut bets. Markets wait for Fed/Powell next Wednesday.
12:33pm, Friday, Sep 12, 2025
Morgan Stanley (MS) and Deutsche Bank (DB) now forecast 25bp Fed cuts at each remaining 2025 meetings (Sep, Oct, Dec). Markets price ~95% for a Sept cut. Expect front‑end yields, bank margins and rate‑sensitive stocks to react.
06:06am, Friday, Sep 12, 2025
Bolsonaro sentenced to 27y3m for plotting a 2022 coup; split Supreme Court ruling heightens political risk ahead of 2026. Expect FX, sovereign spread and Brazil equity/ADR volatility-watch Petrobras (PBR), Vale (VALE) and EWZ amid US-Brazil tensions.
