Stock Research

Travel stocks remain in focus this week as escalations continue between the US and Iran, with the Trump administration threatening to soon hit Tehran “extremely hard”. Geopolitical friction often serves as a major headwind for the travel industry as it drives up jet fuel prices – its highest variable cost – and forces expensive flight… Continue reading Josh Brown names top travel stocks poised to weather geopolitical risks

Novo Nordisk announced on Tuesday that it is making a higher-dose version of its popular weight-loss medication, Wegovy, available across the United States.  The new 7.2-milligram dose, branded as Wegovy HD, was recently approved under the FDA Commissioner’s National Priority Review Voucher program last month, marking a significant development in obesity treatment options. Before this… Continue reading Can Wegovy HD 7.2 mg drive Novo Nordisk’s obesity drug rebound?

Wall Street’s main indexes opened lower on Tuesday as investors assessed escalating tensions between the United States and Iran ahead of President Donald Trump’s deadline for Tehran to reopen the Strait of Hormuz. The Dow Jones Industrial Average was down 214 points, or 0.46%, while the S&P 500 index fell 0.42% and the Nasdaq 100… Continue reading Dow Jones slip 200 points as Trump Iran deadline fuels market fears

Big Tech stocks, which have come under sustained pressure in recent months, may be entering a more attractive phase for investors as valuations reset and geopolitical tensions reshape market dynamics, according to analysts at Goldman Sachs. The sector’s sharp pullback, exacerbated by the ongoing Iran conflict, has led to a reassessment of growth expectations and… Continue reading Goldman Sachs flags Big Tech buy as Iran war dents valuations

Shares of major US health insurers jumped in premarket trading on Tuesday following the government’s announcement of a larger-than-expected increase in 2027 payment rates for Medicare Advantage plans.  Insurance giant UnitedHealth led the rally, climbing 6.9%, while CVS Health, Elevance Health, Centene , and Molina Healthcare rose between 3.6% and 6%. Notably, Humana surged 10.7%,… Continue reading UnitedHealth, US insurer stocks surge on Tuesday: here’s why

ASML shares fell 2.6% on Tuesday after a group of bipartisan US lawmakers introduced legislation last week that could further restrict the Dutch semiconductor equipment maker’s already constrained sales to China. The bill, if passed, would extend export controls to include less advanced chipmaking tools that Chinese manufacturers have so far been permitted to buy.… Continue reading ASML stock tumbles as US bill threatens China chip tool sales

Campbell Wilson’s resignation as Air India chief executive is striking not because it comes after a failed turnaround, but because it comes in the middle of an unfinished one. When Tata Group brought him in during 2022, the task was clear: rebuild a former state-run airline that had lost years to underinvestment, weak service and… Continue reading Why Air India’s turnaround CEO is leaving before the job is done

Activist investor Pershing Square Capital Management said on Tuesday it plans to acquire Universal Music Group in a cash-and-stock transaction valued at approximately €55.8 billion ($64.4 billion) in a move that could shift the world’s largest music label toward a US listing while offering shareholders a substantial premium. The deal, unveiled on Tuesday, values UMG… Continue reading Ackman’s $64B UMG bid targets valuation gap, US listing pivot

SpaceX’s stock market debut is already stirring the usual Elon Musk wealth headlines. But the more interesting question for investors may be which listed companies could gain alongside it. If SpaceX does come to market at anything close to the valuations now under discussion, the clearest public-market beneficiary would be Alphabet, which already owns a… Continue reading Beyond Elon Musk: these stocks could be real winners of SpaceX IPO