Large Cap Stocks News and Headlines
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EMAIL DIGESTS
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Every morning
Weekly
Tuesday recap
Societe Generale announced a €1 billion capital decrease on 23 February 2026 by cancelling 15,170,791 treasury shares. The move reduces the bank’s share capital to €939.65 million, representing 751.7 million ordinary shares. In parallel, the bank reported that 34.3% of its €1.462 billion 2025‑2026 share‑buy‑back programme has been executed. Detailed daily transaction data show purchases across multiple markets at average prices between €68 and €72 per share.
Retail giant Walmart announced a $30 billion share buyback, its largest ever, representing about 3.1% of its $980 billion market value, while reporting 24% YoY e‑commerce growth and a 5% dividend increase. Ride‑hailing firm Lyft unveiled a $1 billion repurchase plan, equal to...
Spotify is extending its AI‑powered Prompted Playlists to Premium users in the United Kingdom, Ireland, Australia and Sweden after earlier tests in New Zealand, the U.S. and Canada. The feature lets listeners generate custom playlists by typing natural‑language prompts that describe...
Bank of America upgraded J.M. Smucker to a buy rating, lifting its price target to $130, implying a 17.7% upside from the latest close. The analyst team cited reduced risk from the 2023 Hostess Brands acquisition after the company ended certain...
NextEra Energy, Prologis, and Restaurant Brands International announced dividend increases in February 2026, keeping yields above 2.5%. NextEra boosted its quarterly payout 10% to $0.62, targeting 6% annual dividend growth through 2028, while its regulated utility and renewable segments support...
Bharti Airtel announced a ₹20,000 crore capital infusion into its non‑banking financial company arm, Airtel Money, to accelerate its digital finance push. The funding is expected to expand the company’s payments, credit and savings offerings across its telecom customer base. Following...
Insiders at Amphenol, Royal Caribbean, and Freeport‑McMoRan have sold multi‑million‑dollar stock positions despite recent price rallies. Amphenol CEO Adam Norwitt sold about $76 million after exercising options, yet retains roughly 2.8 million shares. Royal Caribbean executives collectively off‑loaded more than $168 million, including...
On Feb 23, 2026, Gilead Sciences announced a cash deal to acquire biotech Arcellx for up to $7.8 billion, aiming to broaden its oncology portfolio. Merck & Co. is reportedly preparing to split its pharmaceutical division into separate cancer and non‑cancer units ahead...
Domino’s reported a stronger‑than‑expected 2025, with U.S. same‑store sales climbing 3.7% and a one‑point gain in market share that lifted its pizza‑category share to 30%. The earnings beat sent the stock up about 5% in pre‑market trading. The company added...
Royal Caribbean Cruises (RCL) has delivered a near‑10% year‑to‑date stock gain, positioning the $84 billion cruise leader for another all‑time high. Under its Perfecta plan, the company is on track for a 20% annualized EPS growth target, posting double‑digit increases each...
Analyst consensus compiled by Trendlyne identifies nine Sensex constituents with projected upside between 20% and 40% over the next 12 months. The list includes heavyweights such as Eternal (38% upside), TCS (33%), Infosys (32%) and strong‑buy rated banks and auto...
India’s equity markets opened on a positive note on Monday, with the GIFT Nifty jumping 0.73% to 25,753.50, signaling a gap‑up for the domestic session. The Nifty 50 climbed 116.90 points to 25,571.25 and the Sensex added 316.57 points, while the...
Myriad Genetics reported Q4 2025 revenue of $209.8 million, essentially flat year‑over‑year but above its pre‑announced range, while test volume rose 2% to 382,000. Strong double‑digit growth was seen in MyRisk hereditary cancer (14% affected, 11% unaffected), Prolaris prostate cancer (12%...
AbbVie reported a record $61.2 billion in net revenue for 2025, an 8.6% increase that beat guidance despite a $16 billion HUMIRA erosion. Adjusted EPS reached $10, $0.54 above the midpoint, while SKYRIZI and RINVOQ together generated $7.4 billion in Q4, delivering double‑digit...
Allison Transmission reported Q4 2025 net sales of $737 million, a 7% year‑over‑year decline, while adjusted EBITDA margin improved to 36%, up 200 basis points. Net income fell sharply to $99 million due to a $29 million electrification impairment and $26 million acquisition costs,...
Claritev Corp (trading as Aptiv) posted a record fourth‑quarter 2025 revenue of $5.2 billion, a 3% increase year‑over‑year, and earnings per share of $1.86, up 6% despite a higher effective tax rate. Adjusted operating income reached $607 million, while operating cash flow...
Assurant reported double‑digit adjusted EBITDA and EPS growth for 2025, with 11% EBITDA growth excluding catastrophes and 12% EPS growth. The company’s Global Housing segment surpassed $1 billion in adjusted EBITDA, while device protection subscriptions rose to over 66 million and vehicle...
Domino’s Pizza reported 5.4% global retail sales growth for 2025 and 4.9% in Q4, driven by strong US same‑store sales and record net store additions. US carryout sales rose 6.5% in the quarter, while delivery grew modestly, and franchisee profitability...
Alaska Air Group’s executive vice president and chief commercial officer, Andrew R. Harrison, sold 5,500 shares for roughly $311,000 at a weighted‑average price of $56.63 per share. The transaction represents about 15% of his direct holdings, a higher proportion than...
Vanguard’s 2026 outlook projects international equities delivering 4.9%‑6.9% average annual returns over the next decade, outpacing the 4%‑5% forecast for U.S. stocks. The Vanguard Total International Stock ETF (VXUS) has already outperformed the S&P 500 and Nasdaq‑100, rising 9% year‑to‑date and...
Array Digital Infrastructure (NYSE: AD) saw its shares fall 25% over the past year, yet the company reported a 58% jump in full‑year revenue to $163 million and a net income swing to $172 million. Institutional investor Newtyn Management bought 350,000 shares...
Newtyn Management disclosed a $43.31 million purchase of 2,906,420 Enviri Corporation shares, lifting the stake to 8.8% of its reportable assets. Enviri’s stock has surged 120% over the past year, far outpacing the S&P 500’s 13% gain. The company recently announced a...
TD Cowen raised its price target for PepsiCo (PEP) to $165 from $162 while keeping a Hold rating, citing the company’s clarified turnaround plan and reaffirmed 2026 guidance. Management expects sales growth of 4‑6% by the second half of 2026,...
Barclays and Stifel both trimmed their price targets for Amdocs Limited following the company’s Q1 earnings, with targets now at $92 and $88 respectively, though both maintain positive ratings. The earnings were described as resilient, buoyed by a newly announced...
Rolls‑Royce Holdings PLC announced a share repurchase programme of up to £1.5 billion, timed with a report of record profits and a "spectacular" turnaround. The buyback is designed to return excess cash to shareholders while supporting earnings per share. It follows...
Waymo defended its remote‑assistance model after Senate Commerce Committee questioning, clarifying that 70 agents in the U.S. and Philippines support, but do not drive, its 3,000‑vehicle fleet. The company highlighted that Event Response Teams handle complex incidents from U.S. locations...
The Securities and Exchange Board of India (SEBI) will convene a board meeting on March 23 to revisit the conflict‑of‑interest and disclosure framework for its senior officials. The agenda, expected to cover around 20 items, also includes proposals to allow...
Wall Street’s top analysts are bullish on three AI‑adjacent stocks—Datadog, Vertiv Holdings, and Arista Networks—each receiving a fresh buy rating and higher price target. Datadog’s Baird analyst set a $180 target, citing a 25%+ operating margin and a large, untapped...
Nvidia’s earnings dominate this week’s market focus as AI‑chip demand remains a key driver. Home Depot and Lowe’s will report amid a housing‑market slowdown, while Berkshire Hathaway files its first post‑Buffett report under Greg Abel. Media firms Paramount Skydance and Warner Bros. Discovery revive...
Analysts project roughly a 20% upside for TransDigm Group (TDG) even after recent price‑target reductions. The aerospace parts maker posted Q1 2026 sales of $2.29 billion, up 14% year‑over‑year, and adjusted EPS of $8.23, beating estimates. Net income slipped 9.7% to...
Netflix is pursuing a takeover of Warner Bros Discovery, a move that could reshape theatrical release windows just as cinemas rebound from pandemic‑induced losses. Analysts warn that a shorter exclusive‑theatre period would erode box‑office revenues for operators like AMC, Cinemark...
Channing Capital Management LLC reduced its Boeing position by 13.7%, selling 6,771 shares and ending the quarter with 42,600 shares valued at $9.19 million. Insider executives also trimmed holdings, collectively selling over 19,500 shares worth $4.6 million in February. Meanwhile, Boeing reported...
Indonesia must orchestrate a record‑size share sale to lift the free‑float of 267 listed firms to at least 15%, up from the current 7.5% floor. The Indonesia Stock Exchange estimates the required issuance will total about 187 trillion rupiah (approximately S$14 billion),...
Opendoor Technologies reported earnings that beat Wall Street expectations, sending the stock sharply higher. Revenue climbed 12% year‑over‑year to $1.2 billion, while the net loss narrowed to $210 million, outperforming analysts’ forecasts. The company also saw inventory rise 15% despite a backdrop...
Meta Platforms is now the cheapest member of the Magnificent Seven based on forward price‑to‑earnings, trading at 21.1 versus the S&P 500’s 21.9. The company posted $59.9 billion in Q4 2025 revenue, with advertising driving $58.1 billion and Reality Labs losing $6 billion. Despite concerns...
On February 1, 2026, silver ETFs plunged into deep discounts, revealing flaws in the existing price‑band system that relies on stale T‑2 NAV data. In response, SEBI issued a consultation paper proposing new reference‑price methods and a tiered circuit‑limit framework for...
Medtronic, one of the world’s largest medical‑device makers, is refocusing on its highest‑margin, fastest‑growing businesses by spinning off its diabetes unit. The company continues to innovate, highlighted by the Hugo surgical robot, and has delivered 48 straight annual dividend increases,...
The market opened higher as the S&P 500 rose 0.69% and the Nasdaq added 0.90% following Nvidia’s earnings beat and Apple’s upbeat product outlook. Nvidia shares edged up 1% after reporting revenue that topped expectations, while Apple gained 1.5% on news...
Oppenheimer raised its price target on SharkNinja (NYSE:SN) to $145 from $140 and kept an Outperform rating after meeting management. Morgan Stanley and Guggenheim also lifted their targets, signaling broader analyst optimism. SharkNinja reported Q4 revenue of $2.10 billion, slightly above...
Jefferies raised its price target on The Williams Companies (WMB) to $81 from $78, maintaining a Buy rating after a strong analyst day. UBS also lifted its target to $89, citing a $7.3 billion power‑generation backlog that could generate $1.4 billion annual...
Stifel analyst J. Bruce Chan raised FedEx's price target to $412 from $328 and kept a Buy rating after the company's 2026 Investor Day outlined a mid‑term roadmap to 2029. FedEx targets 4% compound‑annual revenue growth and an 8% operating...
RBC Capital raised its price target on Prologis to $135, up from $132, after the REIT posted a fourth‑quarter FFO beat and signaled stronger market conditions. Analyst Michael Carroll reiterated a Sector Perform rating, citing confidence in the company’s expanding...
Sumeet Bagadia of Choice Broking forecasts the Indian market to trade sideways to modest gains, keeping the Nifty 50 within a 25,400‑25,900 band until a breakout above 25,888 triggers a stronger uptrend. He notes that Bank Nifty remains firmly above...
Employers Holdings (EIG) posted a Q4 2025 loss of $23.4 million, with revenue slipping 21.3% year‑over‑year to $170.5 million. The full‑year net income collapsed from $118.6 million in 2024 to $10.8 million, while the GAAP combined ratio deteriorated to 106% in the quarter and...
Zacks strategist Tracey Ryniec identifies five “new” magnificent stocks poised to replace the fading Magnificent 7. The picks—MasTec, Caterpillar, Walmart, Eli Lilly and Howmet Aerospace—are all trading near five‑year highs and projected to deliver double‑digit earnings growth in 2026. MasTec leads AI...
The U.S. Supreme Court struck down President Trump’s emergency tariffs, sending the S&P 500 up 0.69% to 6,909 and the Dow up 230 points. The decision lifted a macro headwind for import‑dependent consumer‑discretionary firms, with Nike, Yeti and SharkNinja posting gains....
The equal‑weighted S&P 500 has outperformed the cap‑weighted benchmark in 2026, breaking a decades‑long pattern of concentration in mega‑cap tech names that now comprise 19.4% of the SPDR S&P 500 ETF. Meanwhile, MSCI World ex‑USA and Emerging Markets indexes have posted double‑digit...
Thai shares rallied toward the 1,500‑point psychological barrier, driven by a catch‑up valuation buying pattern and strong dividend announcements. The SET index’s price‑earnings multiple sits about 33 % below the MSCI All‑Country World Index, widening the gap between blue‑chip and mid‑cap...
Amazon has overtaken Walmart as the world’s largest company by revenue, reporting $716.9 billion for its most recent fiscal year, edging out Walmart’s $713.2 billion. The shift ends Walmart’s 13‑year run at the top of the Fortune 500 and reflects Amazon’s 12.38 % revenue...
Stellantis announced a €22.2 billion ($26 billion) write‑down tied to its electric‑vehicle strategy and sold its 49 % stake in the NextStar Energy battery JV to LG Energy Solution for a nominal $100. The charge reflects cancelled EV platforms, supply‑chain resizing and quality‑related...
