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Every morning
Weekly
Tuesday recap
Eaton Corporation (ETN) posted strong fourth‑quarter earnings and a robust order backlog, prompting analysts to raise price targets. RBC lifted its target to $407 and kept an Outperform rating, while Morgan Stanley increased its target to $425 with an Overweight stance. Shares have climbed 25.9% over the past year and 18.9% year‑to‑date, and Jim Cramer reaffirmed the stock as a buy. The upgrades suggest confidence in Eaton’s growth trajectory through 2026.
Advanced Micro Devices (AMD) saw its stock retreat about 28.8% from a recent $267 peak after a mixed quarterly earnings release, yet analysts remain optimistic. Revenue surged 34% YoY to $10.3 billion, driven by strong sales of EPYC server CPUs, Ryzen...
Fidelity Fundamental Small‑Mid Cap ETF (FFSM) is an actively managed, non‑transparent fund that combines quantitative screening with fundamental research. Since its 2024 strategy shift, FFSM has outperformed the S&P 500 and several SMID peers such as IJH and SMMD, driven by...
Instacart reported fourth‑quarter revenue that beat expectations and a 14% rise in gross transaction value, its strongest growth in three years. Orders reached 89.5 million, surpassing StreetAccount forecasts, and the company projected GTV of $10.13‑$10.28 billion for the year, above analyst estimates....
Altria Group, a legacy tobacco conglomerate, is confronting a shrinking base of smokers, which is pressuring its traditional cigarette revenues. The company’s core brands include Philip Morris USA and John Middleton cigars, while its smoke‑free portfolio features NJOY, U.S. Smokeless Tobacco and...
Infosys ADRs rebounded on Friday, jumping 4% to a intraday high of $14.77, while Wipro ADRs rose 2.2% to $2.33 despite a weakening Nasdaq and soft domestic IT trading. The broader U.S. market slipped, with the Nasdaq down 0.9% and...
Despite a cascade of wars, pandemics, social unrest and economic strain, global equity markets are soaring, with the Dow Jones Industrial Average breaking the 50,000 mark. The article argues that this disconnect is not a glitch but a structural feature:...
Suzano SA surged to a 52‑week high of $11.22, closing up 13.5% at $11.18 after reporting a dramatic swing to profitability. Net income jumped to R$13.4 billion in 2023 from a R$7.04 billion loss the prior year, while revenues rose 6% to...
Globalfoundries swung from a $262 million loss in 2024 to an $888 million profit in 2025, posting a 439 percent year‑on‑year earnings improvement. Revenue grew only 1 percent to $6.79 billion, highlighting higher‑margin contracts and cost efficiencies as the profit drivers. The fourth‑quarter profit of...
The Dow Jones Industrial Average closed at a fresh all‑time high, buoyed by strong earnings from industrial and financial stocks. At the same time, the latest retail sales data showed flat growth, indicating a pause in consumer spending. Despite the...
On February 9, 2026, veteran options strategist Larry McMillan released a market‑update video reviewing the latest equity trends, inflation pressures, and Federal Reserve policy stance. He highlighted persistent volatility that keeps option premiums attractive and outlined sector rotation toward energy and technology stocks....
