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Markets

BofA Reaffirms Buy on Hesai Group (HSAI) Amid New Chips, L3 Regulation, and Growth Drivers

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UBS Sees Zai Lab (ZLAB) as a Rising Global Biopharma Platform

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Macquarie Lowers XPeng (XPEV) Target as Subsidy Cuts Weigh on Outlook

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CLSA Sees Atour (ATAT) as a Premium Alternative in China’s Hotel Market

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Full Truck Alliance (YMM) Transaction Revenue Expected to Surge Over 30% in 2026

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Macquarie Bullish on NIO (NIO) After Strong Volume Growth

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China Internet Regulation Poses New Risks for PDD Holdings (PDD)

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EPKINLY Trial Results Prompt Price Target Cut for Genmab (GMAB)

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Citizens Highlights BeOne Medicines’ (ONC) $3.8B Revenue Potential for 2025

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Goldman Sachs Highlights BioNTech’s (BNTX) Immuno-Oncology and ADC Pipeline

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Stifel Sees Sportradar (SRAD) as Buy Amid Rational Sports Betting Duopoly

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UBS Forecasts Stable IT Services Growth for Globant (GLOB) in 2026

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Stifel Initiates Hold on Genius Sports (GENI) as “Picks & Shovels” Model Strengthens Industry Position

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RBC Maintains Outperform Rating on Ascendis Pharma (ASND) Amid Growth Targets

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Argenx’s (ARGX) Vyvgart Sales Outperform Expectations Across MG and CIDP Treatments

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KeyBanc Calls On Holding (ONON) One of the “Best Growth Stories” for 2026

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Amer Sports (AS) EPS Forecast Exceeds $2.50 by 2030, Says Truist

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France halted Eutelsat's sale of ground antennas, Finance Minister says

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China conditionally approves DeepSeek to buy Nvidia's H200 chips, sources say

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Robert Half Q4 Earnings Call Highlights

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ResMed Q2 Earnings Call Highlights

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PulteGroup Q4 Earnings Call Highlights

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PennyMac Financial Services Q4 Earnings Call Highlights

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Binance to shift $1 billion user protection fund into bitcoin amid market rout

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The War on Defense Stock Dividends

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Apple to prioritize premium iPhone launches in 2026 amid memory crunch, Nikkei Asia reports

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Here Are 3 Fintech Stocks That Are Diving Into Prediction Markets

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Plunge in gold, silver, and copper sparks $120 million rout in blockchain metal clones

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London Metal Exchange Resumes Trade After Technical Glitch

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Scenic trains, cruises and concerts: China’s new plan to get consumers spending again

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Software Bear Market

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Commodities: Oil Increasingly Nervous About Potential U.S. Action In Iran

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Is Karman Holdings (KRMN) One of the New Stocks on the Rise?

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Xencor (XNCR): BofA Bullish on US Biopharmaceuticals Coverage

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Keefe Bruyette Cautious on Pagaya Technologies (PGY) Amid Consumer Finance and Payments Groups Rating Adjustments

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Truist Highlights Nuvation Bio’s (NUVB) Ibtrozi’s Robust Market Uptake and Lead Over Competitors

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DA Davidson Lowers Duolingo (DUOL) PT to $170, Maintains Neutral Rating

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Keefe Bruyette Raises Riot Platforms (RIOT) PT to $23, Keeps Outperform Rating After AMD Data Center Lease Deal

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UBS Initiates Coverage of Arcellx With Bullish Outlook as Biotech Fundamentals Inflect

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TD Cowen Maintains Buy Rating for Alphatec (ATEC) While Adjusting PT to $20 Following Coverage Transfer

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Mineralys Therapeutics (MLYS) Files Lorundrostat NDA Following Positive Clinical Milestones

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Keefe Bruyette Boosts Cipher Mining (CIFR) PT, Cites Transition Into AI Infrastructure, HPC Colocation

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BofA Upgrades Apellis (APLS) to Buy Citing Rapid Empaveli Adoption and Underappreciated Kidney Disease Market Potential

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Mizuho Raises SanDisk (SNDK) PT, Cites Massive NAND Pricing Tailwinds, AI Demand

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BofA Raises DigitalOcean (DOCN) PT as Viral “Clawdbot” Success Fuels Agentic AI Growth

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TD Cowen Raises Nextpower (NXT) PT Following FQ3 Earnings Beat, Raised Outlook

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Keefe Bruyette Raises Core Scientific (CORZ) PT Following Pivot From Bitcoin Mining to AI Infrastructure

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Barclays Identifies Astera Labs (ALAB) as Top AI Integration Play for 2026 Expecting High-Quality Firms to Outperform

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Cadence Design Systems: Riding The AI Supercycle, But With Expectations At The Limit

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Western Digital Corporation 2026 Q2 - Results - Earnings Call Presentation

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