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Markets

Oracle Under Pressure as AI Commitments Stretch the Balance Sheet

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Morgan Stanley Sees Data Centers Driving the Next Phase of Growth for Vistra (VST)

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Lumentum Holdings' Momentum Is Enticing, But There Are Too Many Reasons To Stay Away

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Costco’s (COST) Global Growth Story Gains Momentum, Says Northcoast

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PG&E (PCG) Positioned for Data Center-Driven Utility Growth in 2026, Says Morgan Stanley

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BofA Maintains a Positive Long-Term View on Cheniere Energy (LNG)

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Zoetis (ZTS) Positioned Within Morgan Stanley’s 2026 Healthcare Playbook

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Mizuho Sees Continued Pressure on Mosaic (MOS) as Chemical Markets Stay Soft

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Cognex (CGNX) in Focus as Truist Maps a More Selective 2026 Industrials Outlook

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CNH Industrial Framed within Barclays’ Constructive 2026 Machinery View

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Pool Corp (POOL) Back in Focus as Analysts Revisit the Building Products Outlook

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AECOM (ACM) Faces Reassessment as Barclays Shifts Focus Within Construction Sector

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RBC Capital Updates Canadian National (CNI) Outlook Ahead of Rail Earnings Season

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Morgan Stanley Highlights Viterra Synergy Upside in Bunge’s (BG) Outlook

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DA Davidson Highlights Timberland Upside in Weyerhaeuser’s (WY) Medium-Term Plan

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Apple: Quality Vs. Price

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Microsoft: The AI Utility Thesis - Weighing $392 Billion Backlog Against CapEx Depreciation Cliff

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Humana: Margin Headwinds To Persist In 2026

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Pure Storage: The Outlook Is Pure; The Valuation Far Less So

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Lagging 401(k) Balances Give Gen Xers Retirement FOMO

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Why China Is Driving Short-Term Oil Prices But OPEC Still Holds the Lever

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