Micron stock: is MU headed for $450 after Barclays’ price-target hike?

Barclays raised its 12-month price target on Micron stock (NASDAQ: MU) to $450 from $275 on January 15, 2026, while Wells Fargo simultaneously lifted its target to $410. The aggressive dual upgrades have reignited optimism around the memory chip maker, but the real question is whether a forward P/E of 12 times already prices in… Continue reading Micron stock: is MU headed for $450 after Barclays’ price-target hike?

Anthropic IPO news: AI giant to raise $25 billion as valuation soars

Anthropic, one of the top players in the artificial intelligence (AI) industry, is considering going public through an IPO later this year. It is also lining up a big capital raise before going public.  Anthropic to raise funds ahead of its IPO This year will be a big one for the initial public offerings, with… Continue reading Anthropic IPO news: AI giant to raise $25 billion as valuation soars

Easing Iran tensions erase oil’s risk premium, but analysts warn volatility ahead

Oil prices face mounting fundamental pressure as potential shifts in global oversupply dynamics emerge, driven by China’s decelerating stockpiling, which is tied to the rise of electric vehicles curbing oil demand. However, short-term supply risks are expected to provide a counteracting risk premium. Analysts with ING Group believe that even as tensions in Iran and… Continue reading Easing Iran tensions erase oil’s risk premium, but analysts warn volatility ahead

Netflix earnings preview: investors watch ads, churn and Warner Bros. deal

Netflix is preparing to report its fourth-quarter fiscal 2025 earnings after the market closes on Tuesday, January 20, with investors focused on whether the streaming giant can sustain revenue growth as US subscriber momentum cools and strategic ambitions expand. Analysts broadly expect a modest improvement in earnings and revenue, underpinned by continued international subscriber growth,… Continue reading Netflix earnings preview: investors watch ads, churn and Warner Bros. deal

Why CEOs and CISOs are split on AI-driven cyber risk

Artificial intelligence is reshaping cybersecurity faster than many companies can adjust their defences. It is helping organisations spot threats earlier, automate responses, and patch vulnerabilities more quickly. But the same tools are also being used by cybercriminals to scale attacks, create smarter phishing, and exploit weaknesses at speed. A new survey from corporate insurer Axis… Continue reading Why CEOs and CISOs are split on AI-driven cyber risk

Why analysts are not impressed with Trump’s ‘Great Healthcare Plan’

The Trump administration on Thursday unveiled what it called the “Great Healthcare Plan,” a broad framework aimed at addressing healthcare affordability, drug prices, and insurance transparency. While the White House described the plan as a decisive step toward reform, analysts and healthcare policy experts largely characterized it as lacking detail, politically constrained, and unlikely to… Continue reading Why analysts are not impressed with Trump’s ‘Great Healthcare Plan’

Analyst explains why Indian stocks may sell off after the budget announcement

Indian stocks, especially the nation’s tech sector, will likely face turbulence in the first half of 2026, according to Amish Shah, a senior Bank of America Securities analyst. Speaking this morning with CNBC, Shah said near-term events are stacked against investors, with the February 1st Union Budget likely to disappoint expectations for stimulus. While foreign… Continue reading Analyst explains why Indian stocks may sell off after the budget announcement

US midday market brief: S&P 500 edges up, but losses loom after Trump’s Fed comments

US stocks ticked higher at midday Friday as the S&P 500 climbed 0.3%, the Nasdaq advanced 0.4%, and the Dow Jones Industrial Average added 116 points, or 0.2%. But the intraday gains mask a deeper reality: uncertainty about Federal Reserve leadership and questions regarding central-bank independence have unsettled traders throughout the week. President Trump’s comments… Continue reading US midday market brief: S&P 500 edges up, but losses loom after Trump’s Fed comments

Evening digest: Trump threatens Greenland tariffs, backs Venezuela’s Rodríguez, Canada resets China trade

Tonight’s digest tracks the accelerating use of trade and tariffs as geopolitical leverage, from Trump’s renewed pressure campaign over Greenland to Canada’s landmark trade reset with China. In the Americas, Washington’s stance on Venezuela sharpens as Trump embraces Acting President Delcy Rodríguez, prioritizing energy access and stability over democratic restoration. Meanwhile, markets found a rare… Continue reading Evening digest: Trump threatens Greenland tariffs, backs Venezuela’s Rodríguez, Canada resets China trade