Wolfe Research has identified MSCI, S&P Global, and Moody's as its top selections in the business and information services sector, citing a recent rebound and improving fundamentals ahead of Q2 earnings reports.
Mizuho has designated Walmart as a top pick in the retail sector, citing the company's underappreciated delivery infrastructure as a key competitive advantage that could challenge Amazon's logistics dominance.
The Italian oil and gas contractor cut its full-year adjusted EBITDA guidance to €1.75 billion, citing increased security and logistics expenses in the Middle East and the sale of its shallow-water drilling unit.
L3Harris Technologies secured a long-term agreement with Lockheed Martin to nearly triple its production of key propulsion components for the PAC-3 missile. The deal highlights the defense industry's ramp-up to replenish U.S. and allied Patriot system stockpiles.
The head of the National Transportation Safety Board is pressing Congress to resolve a months-long impasse over competing aviation safety bills prompted by a fatal 2025 midair collision.
Investors are bracing for September, historically the stock market's worst-performing month, as significant volatility in 2026 adds to concerns. The S&P 500 has averaged a loss in September since 1928, a trend that meets a market already pressured by inflation and tech sector weakness.
A market screen has identified several biotech firms, including Olema and Inhibrx Biosciences, where Wall Street analysts see potential upside of more than 200%, though the sector's inherent risks remain significant.
Brazil and South Korea have agreed to form a working group to fast-track negotiations for a trade agreement between the Mercosur bloc and Seoul, as the South American nation seeks to diversify its commercial partners.
A recent analysis identifies U.S. mid-cap stocks, including SPS Commerce and Maximus, with analyst fair value estimates suggesting upside potential of over 50%. However, this optimism is contrasted by significant year-over-year declines for some of the highlighted companies.
