Key Takeaways Thematic investing in 2025 is heavily influenced by high-conviction plays in artificial intelligence, where infrastructure demands are expected to fuel substantial growth despite elevated valuations. Chinese technology equities...
Key Takeaways Oppenheimer’s Bullish Target: The firm has reinstated its year-end S&P 500 target to 7,100, marking the most optimistic forecast on Wall Street. Trade Relations as a Catalyst: This...
Key Takeaways Sharp downward revisions to US nonfarm payrolls, erasing a combined 258,000 jobs for May and June 2025, reveal a significantly weaker labour market than initially reported. The adjustments,...
Key Takeaways B. Riley has upgraded its price target for AST SpaceMobile to $60, a significant 36% increase, signalling strong conviction ahead of the 11 August quarterly report. The upgrade...
Key Takeaways A surge in prediction market odds for a Federal Reserve rate cut has been directly triggered by weaker-than-expected employment data, signalling a significant shift in market sentiment. This...
Key Takeaways Market odds for a September Federal Reserve rate cut have surged to 66%, up from 38%, following the release of new economic data. The shift reflects the Fed’s...
Key Takeaways Market expectations have shifted significantly towards a September Federal Reserve interest rate cut, driven by weaker-than-expected nonfarm payrolls data. Significant downward revisions to prior months’ employment figures have...
Key Takeaways Intense market pressure is mounting on the Federal Reserve for immediate interest rate cuts, clashing with the central bank’s more cautious, data-dependent stance. Advocates for swift cuts argue...
Key Takeaways Morgan Stanley has elevated its price target for Reddit (RDDT) to $230, indicating considerable potential upside based on a re-evaluation of the platform’s prospects. The primary catalyst for...
Key Takeaways OpenAI has reportedly secured an $8.3 billion capital injection, pushing its valuation to an estimated $300 billion. The funding arrives amid rapid financial growth, with OpenAI’s annualised revenue...
