FMP
Feb 21, 2025 8:57 AM - Parth Sanghvi
AI Stocks Outlook: UBS Predicts Strong Returns in 2025
Introduction UBS analysts remain bullish on the global AI sector, forecasting mid-teen returns in 2025. With AI adoption accelerating and investment commitments rising, the bank highlights AI as the defining tech theme of the decade. Despite AI stocks' strong past performance, UBS believes the ra...
Feb 21, 2025 8:56 AM - Parth Sanghvi
Palantir Stock Tumbles on CEO’s Stock Sale Plan and Pentagon Budget Cuts
Introduction Palantir Technologies Inc. (NASDAQ: PLTR) saw sharp declines this week, dropping 10% on Wednesday and another 4.7% on Thursday after news of potential U.S. defense budget cuts and CEO Alex Karp’s stock trading plan. Earlier in the session, the stock had fallen as much as 14.5% before...
Feb 21, 2025 8:56 AM - Parth Sanghvi
U.S. Dollar Strengthens Amid Trump’s Tariff Threats and Market Uncertainty
Introduction The U.S. dollar strengthened on Friday, rising 0.4% against a basket of currencies, as investors reacted to President Donald Trump’s tariff threats and shifting market sentiment. While his administration has issued several trade warnings, some analysts believe this may be a negotiati...
Feb 21, 2025 8:55 AM - Parth Sanghvi
Asian Markets Mixed as U.S. Trade Concerns Weigh; Alibaba Leads Hong Kong Rally
Overview Asian stock markets moved within a tight range on Friday, as U.S. trade tariff concerns and expectations of higher-for-longer interest rates weighed on sentiment. However, Alibaba’s (NYSE:BABA) strong earnings fueled a rally in Hong Kong’s Hang Seng Index, lifting broader Chinese tech st...
Feb 21, 2025 8:54 AM - Parth Sanghvi
Celsius Holdings (NASDAQ:CELH) Soars on Alani Nu Acquisition and Strong Q4 Earnings
Key Highlights: Celsius Holdings’ stock surged 30% premarket after announcing a $1.8 billion acquisition of energy drink rival Alani Nu and posting better-than-expected Q4 earnings. The acquisition boosts Celsius's position in the high-growth functional beverage market, particularly among younge...
Feb 21, 2025 8:54 AM - Parth Sanghvi
UnitedHealth (NYSE:UNH) Faces Civil Fraud Probe Over Medicare Billing Practices
Key Takeaways: The U.S. Department of Justice (DoJ) has launched a civil fraud investigation into UnitedHealth’s Medicare Advantage billing practices. Shares of UnitedHealth sank 10% in premarket trading following the Wall Street Journal (WSJ) report. The investigation focuses on how the compan...
Feb 21, 2025 8:53 AM - Parth Sanghvi
Jefferies Downgrades Airbus (EPA:AIR) to ‘Hold’: Key Risks and Outlook
Key Takeaways: Jefferies downgraded Airbus to 'hold' due to production challenges and lack of short-term catalysts. Price target reduced to €180 (previously €190) amid slower-than-expected earnings growth. Key risks: A320 production delays, aerostructure integration issues, and flat A350 deliveri...
Feb 21, 2025 8:52 AM - Parth Sanghvi
Nissan Soars 9.5% on Reports of Potential Tesla Investment
Nissan Motor (OTC:NSANY) shares surged 9.5% in Asian trading on Friday following reports that Tesla (NASDAQ:TSLA) may invest in the Japanese automaker. According to the Financial Times (FT), a high-profile Japanese group, including former Prime Minister Yoshihide Suga, is proposing a strategic partn...
Feb 21, 2025 8:51 AM - Parth Sanghvi
Walmart Stock Drops 6% as Fiscal 2026 Sales Outlook Disappoints
Walmart (NYSE:WMT) shares tumbled more than 6% on Thursday after the retail giant projected a lower-than-expected sales outlook for its 2026 fiscal year. Despite strong holiday-season sales, concerns over inflation-hit consumers and macroeconomic uncertainties weighed on the stock. Key Takeaways ...
Feb 21, 2025 8:50 AM - Parth Sanghvi
Global Fund Flows Surge: European Stocks See Largest Inflow Since 2022
Global equity and bond funds saw strong inflows last week, with European stocks experiencing their biggest boost since before the Ukraine war, according to Bank of America (BofA). Key Highlights from BofA Report Equity Inflows: $16.8 billion flowed into global stock funds. Bond Inflows: Investo...
