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Markets

Elliott Rejects Toyota Industries Bid, Urges Investors to Resist

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Earnings Durability Forecast Inspires Confidence in Cal-Maine Foods (CALM)

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Benchmark Maintains Buy on Chefs’ Warehouse (CHEF) After Discussions With Management

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Stifel Maintains Buy Rating on McGraw Hill (MH) With $19 Price Target

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Bernstein SocGen Raised Price Target for Simply Good Foods (SMPL) to $31

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Positive Outlook for Albertsons Companies (ACI) Amid Industry-Wide Growth

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Why are Hedge Funds Keen on Primo Brands (PRMB)

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What Makes e.l.f. Beauty (ELF) Attractive

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Why are Hedge Funds Keen on Utz Brands (UTZ)

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What Makes Stride (LRN) Attractive

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RBC Capital Maintains Optimism on Coursera (COUR) With $11 Price Target

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Here is Why ODDITY Tech (ODD) is Highly Favored by Hedge Funds

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Walmart: Alphabet Partnership Drives Stock To Record Valuation Premium

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Missed payments send major retailer into Chapter 11 bankruptcy

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US and Taiwan sign $250B trade deal, cutting tariffs on Taiwanese goods

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2 Artificial Intelligence (AI) Stocks Poised to Run in 2026 and Beyond

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Taiwan Semiconductor Manufacturing Q4 Earnings Call Highlights

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Wolfe Research Downgrades Ryder (R) to Peer Perform from Outperform

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Can Saks’ new CEO repair the damage done to the luxury retailer by years of being treated as a ‘financial plaything’?

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KBW and Wolfe Raise Evercore (EVR) Price Targets, Stay Bullish into 2026

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Lincoln Electric (LECO) Price Targets Lowered at Morgan Stanley and Stifel Ahead of 2026 Reset

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TD Cowen Trims Bank OZK Target but Stays Bullish on Durable Banking Tailwinds

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Barclays Boosts UNM Price Target, Sees Life Insurers Supported by Consolidation

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TotalEnergies and Bapco Launch Middle East Trading Joint Venture

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BofA Keeps Buy on Westlake (WLK) but Warns of another Year of Commodity Oversupply

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Saudi Aramco Signs Long-Term LNG Supply Agreement in Louisiana

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Barclays Updates 2026 View on Life Insurers, Lowers RGA Price Target

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RenaissanceRe (RNR) Target Lifted by TD Cowen and Barclays as Market Pricing Softens

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8 Mining Stocks to Capitalize on Gold’s Flying Start to 2026

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Seaport Initiates Polaris (PII), Cites Strong Outdoor Demand and Better Dealer Backdrop

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UBS Sees 9%–11% REIT Returns in 2026, Trims Equity LifeStyle (ELS) Price Target

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Baird Boosts Toro (TTC) Target on Improved Free Cash Flow Outlook

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KBW Turns Bullish on Cullen/Frost (CFR), Expects Peer-Leading Loan Growth in 2026

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Jefferies Turns Bullish on Donaldson (DCI) as Cyclical Demand Signals Improve

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Upstart Holdings: Growing With The Personal Loan Market

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Bessent's comments show importance of FX stability in US-South Korea cooperation, Seoul says

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Truist Sees Soft Early-2026 Packaging Volumes, but Keeps Bullish View on Silgan (SLGN)

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Enterprise Products Partners: Past The Rerating, Entering A Durable Income Phase

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UK economy surprises with stronger-than-expected 0.3% growth in November

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I'm 60 With $930K in an IRA and Taking Social Security. Can I Still Do a Roth Conversion?

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CGO: Deep Discounts Present An Opportunity To Accumulate

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TSMC fourth-quarter profit leaps to record driven by AI boom

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Sanlorenzo: Luxury Positioning With Strong Visibility

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Wall Street Reports a Mixed Earnings Bag in Q4

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Retirees Are Facing More Problems Than Ever

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Goldman Sachs tops profit estimates as equities, asset and wealth management outperform

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Iconic Luxury Retailer Saks Files for Bankruptcy amid Struggle with Merger Debt

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Freed from Asset Cap, Wells Fargo Ramps up Lending

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Class Is in Session with New FPA President Dan Galli

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Politics And The Markets 01/15/26

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