Large Cap Stocks News and Headlines
Large Cap Stocks News and Headlines
Large Cap Stocks Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Singapore’s benchmark Straits Times Index rose 0.5% to 4,972.40 points on Monday, buoyed by a 3.1% gain in Yangzijiang Shipbuilding, which closed at S$3.95 (≈$2.92). The iEdge Singapore Next 50 outperformed, climbing 1.3% as Pan‑United surged 5.6% to S$1.71 (≈$1.26). Overall market activity was robust, with S$1.3 billion (≈$0.96 billion) of securities changing hands, while regional peers posted mixed results. Traders cited a tentative “peace dividend” from cease‑fire talks and easing oil prices as the catalyst.
Novo Nordisk was downgraded from Buy to Sell as its GLP‑1 pipeline encounters multiple headwinds. The CagriSema obesity candidate failed to prove non‑inferior weight loss against Eli Lilly’s tirzepatide in the REDEFINE‑4 trial, dampening pipeline momentum. Meanwhile, the oral Wegovy launch is...
Indian IT giants such as TCS, Infosys, HCLTech and Wipro are expected to post roughly 10% year‑on‑year revenue and profit growth in the March quarter, largely fueled by a 4% rupee depreciation that boosts dollar‑denominated earnings. Stripping out currency effects,...
Huatai Securities reported 2025 revenue of RMB 47.22 billion (≈ $6.6 billion) and net profit of RMB 16.38 billion (≈ $2.3 billion), with total assets rising 32.3% to RMB 1.08 trillion (≈ $151 billion). The firm paid a total cash dividend of RMB 4.965 billion (≈ $695 million), equivalent to RMB 5.50 per ten shares. It underwrote...
Peloton posted stronger margins and a smaller per‑share loss in fiscal 2025, and those improvements carried into the first half of fiscal 2026. However, its paid subscriber base shrank 11% in FY2025 and keeps declining, threatening the annuity‑like revenue that...
Hon Hai Precision Industry Co., the primary contract manufacturer for Nvidia, posted a 29.7% jump in quarterly sales, reaching NT$2.13 trillion ($66.5 billion). The figure was just shy of the consensus estimate of NT$2.14 trillion, underscoring robust AI‑related demand. Growth came despite the...
Taiwan's Foxconn reported first‑quarter revenue of T$2.13 trillion (≈$66.6 billion), a 29.7% year‑over‑year increase, driven by surging demand for AI‑related products. March alone set a record with revenue of T$803.7 billion (≈$25.1 billion), up 45.6% from a year earlier. The company highlighted strong growth...
The MINING.COM Top 50 miners posted a combined market capitalization of $2.41 trillion at the end of Q1 2026, up roughly $250 billion from the start of 2025. Despite the onset of the US‑Iran conflict and a sharp drop in gold and silver prices,...
UnitedHealth Group (UNH) posted a modest 1.2% gain, trading at $277.28, but the stock has lagged investor expectations over the past year. Management admitted it underestimated 2025 service‑costs, creating a short‑term earnings gap. The Motley Fool’s Stock Advisor did not...
:max_bytes(150000):strip_icc():format(jpeg)/GettyImages-1355774776-4752a50ce48945e3b96bd78169c606ec.jpg)
The seven largest U.S. tech firms—Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta and Tesla—collectively represent more than one‑third of the S&P 500’s total market value. Their combined free‑cash‑flow growth and record R&D spending have turned them into the primary engine of index...
PepsiCo reported FY 2025 net revenue of $93.93 billion and net income of $8.3 billion, driven by six geographic segments spanning beverages, foods, and snacks. The PepsiCo Foods North America and PepsiCo Beverages North America divisions each contributed roughly 30% of total...
Qualcomm unveiled a $20 billion share buyback and lifted its quarterly dividend to $0.92 per share, aiming to reinforce investor confidence as its core smartphone business faces headwinds. The capital‑return program comes amid lingering concerns over the company’s reliance on Apple...
Brookfield Asset Management (BAM) remains a Buy, but analyst conviction has softened as valuation multiples compress by roughly 35‑40% despite a robust 22% projected FRE growth for 2025. Fundraising is healthy, yet about 90% of new capital flows into non‑flagship,...
Analyst Mark Hulbert predicts the S&P 500 could find a floor around 6,000 by May 21, marking the low point of the current market correction. The forecast follows a brief rally on March 31 and April 1 that temporarily lifted sentiment. Hulbert warns...
Bank of America released its high‑conviction, short‑term buy list for Q2 2026, highlighting Meta Platforms, Spotify and Citigroup as top picks. The bank expects Meta to rally about 54% to a $885 target despite recent litigation, while Spotify is projected to...
Axis Securities warns that the US‑Iran conflict‑driven surge in crude oil and LNG prices will compress margins across FMCG, paints, quick‑service restaurants and retail. Crude has risen over 60% since late February, while India imports about 85% of its oil...
FNY Investment Advisers LLC dramatically expanded its Cisco position, adding 33,064 shares to hold a total of 33,200 shares worth roughly $2.56 million, representing about 0.7% of its portfolio. Cisco stock rose 1.4% to $79.02, supported by a quarterly earnings beat—$1.04...
Best Buy’s stock has fallen about 25% from its October high, pushing the shares into bear‑market territory. Despite a slowdown in comparable sales and broader consumer‑spending headwinds, the retailer has held its market share and lifted its dividend by 1%,...
Jim Cramer highlighted Salesforce's recent $50 billion share buyback, calling it a bold move to counter market doubts about enterprise software amid AI hype. The company reported a solid quarter, with its AI division Agentforce delivering $800 million in annual recurring revenue...
Fast Retailing Co. posted quarterly profit growth, largely driven by strong Uniqlo sales both in Japan and overseas. The company’s full‑year earnings guidance, lifted in January, was modest but leaves room for upside in the second half of the fiscal...
General Motors reported a 9.7% year‑over‑year drop in first‑quarter sales, blaming higher oil prices, economic uncertainty, higher borrowing costs and rising vehicle prices. The news sent GM shares down 4.1% to $71.97, testing a $72 support level and leaving the...
Lamb Weston reported Q3 FY2026 revenue of $1.56 billion, topping forecasts, while adjusted EPS slipped to $0.72, well below last year’s $1.10. The company cited margin pressure from supply dynamics, factory utilization and weaker overseas demand despite continued domestic sales growth....
U.K. consumer‑goods giant Unilever agreed to sell its food division to U.S. spice leader McCormick in a £33.7 billion cash‑and‑equity transaction that will create a new food‑manufacturing powerhouse. The deal leaves Unilever with a 65% stake in the spin‑off while McCormick...
Akamai Technologies' stock has surged 33% year‑to‑date, prompting Baird to downgrade its rating from Outperform to Neutral and set a new price target of $110. The firm cites the recent rally—driven by optimism around AI, compute, and agentic traffic—as unsustainable...
Starbucks reported 4% comparable‑sales growth in the first quarter of 2026, but the rebound came with notable gross‑margin compression and a decline in adjusted earnings. The analyst’s sell rating reflects macro headwinds, heightened competition, and emerging health‑trend risks such as...
Dexory, a UK robotics firm, posted revenue of £3.15 million ($4.0 million) for the year to March 2025, up from £615,797 the prior year, while pre‑tax losses widened to £22.5 million ($28.8 million). Auditors issued a qualification, saying they could not obtain sufficient evidence on...
BankCom posted a record net profit of PHP3.54 billion (≈$64 million) in 2025, a 17% jump from the previous year and nearly double its IPO‑year earnings. Gross revenues climbed 17% to PHP12.61 billion (≈$227 million), while net interest income rose 18% to PHP10.78 billion (≈$194 million)....
Boeing’s shares surged on Wednesday after the Pentagon announced a seven‑year partnership to expand production of seekers for the PAC‑3 missile‑defense system. The contract aims to triple the output of these critical components, mirroring a similar deal with Lockheed Martin to...
Raymond James upgraded Disney to outperform, setting a $115 price target that suggests roughly 19% upside from the latest close. The firm argues the stock trades at a forward P/E of about 14, a sizable discount to its 10‑year median, despite...
India's equity markets have struggled, with the Nifty 50 and Sensex falling 5% and 7% in FY’26 amid volatile geopolitics and oil prices above $100 per barrel. Chief Investment Strategist VK Vijayakumar says a swift de‑escalation in the West Asian conflict...
Billionaire hedge‑fund manager Ken Griffin doubled down on the robotaxi opportunity in Q4, buying sizable positions in Nvidia and Amazon while exiting Tesla. He views the autonomous‑driving market as a potential $1 trillion U.S. revenue stream, driven by 3 trillion annual vehicle miles...
South Korean equities rallied sharply on April 1, with the Kospi Index closing 8.4% higher, propelled by a 13% surge in Samsung Electronics – its biggest single‑day gain since December 2001. Chipmaker SK Hynix added nearly 11%, while the small‑cap...
U.S. equities rallied on Tuesday, with the Dow Jones climbing 1,125 points (2.49%) as optimism grew that the Iran‑related conflict may be de‑escalating. Technology and communication‑services stocks powered the S&P 500 higher, while energy shares slipped as crude oil steadied...
JBS SA reported a 13% rise in net income for 2025, reflecting stronger commodity pricing and operational efficiencies. In June 2025 the company launched a dual listing, debuting on the New York Stock Exchange while retaining its shares on Brazil’s...
Warren Buffett told CNBC he sold Berkshire Hathaway’s Apple shares too early and would be willing to increase the stake if the price fell further, but not under current market conditions. Apple remains Berkshire’s largest holding, valued at roughly $62 billion...
Brookstone Capital Management boosted its holdings in the Invesco QQQ ETF by 10.3% in the fourth quarter, adding 46,391 shares to bring its total to 495,804 shares. The stake, valued at roughly $305 million, now accounts for 3.5% of Brookstone’s portfolio,...
Vanguard filed Schedule 13G/A amendments showing it holds 0% of CH Robinson, Expeditors and Forward Air, effectively surrendering its voting rights in these transportation‑and‑logistics (T&L) companies. The move is not a market sell‑off but a compliance‑driven relinquishment of influence under...
Ford Motor Company reported $187 billion revenue for 2025, marking its fifth consecutive year of top‑line growth, and generated $6.8 billion adjusted EBIT after absorbing $2 billion each from Novelis fire losses and a tariff headwind. U.S. market share rose to 13.2%, the...
Nike reported Q3 FY26 revenue of $12.39 billion, essentially flat and down 3% on a currency‑neutral basis. Gross margin slipped to 40.2%, a 130‑basis‑point decline driven largely by a 300‑basis‑point tariff impact in North America. Nike Direct sales fell 7% while...
Evercore ISI managing director Julian Emanuel warned that the market is approaching an inflection point within days, hinging on President Donald Trump's decision on Iran's energy facilities on April 6. He said Evercore will commit new capital if the S&P 500 falls...
Goldman Sachs initiated coverage of Qualcomm with a neutral rating and a $135 price target, citing progress in automotive, PCs and data centers but warning that its core smartphone business faces headwinds. The firm projects a 200‑basis‑point share loss to...
After the Dow, Nasdaq and Russell 2000 slipped more than 10% from recent peaks, the S&P 500 sits just over 9% below its high, prompting market focus on a potential correction. NYSE insider Jay Woods highlighted two key technical thresholds—6,200, representing a...
BNP Paribas executed four block‑deal purchases on Indian exchanges, acquiring stakes in Siemens Energy India, GMR Airports, LG Electronics India and Max Healthcare Institute. The total outlay was roughly $20 million, with individual deals ranging from $3.7 million to $6.9 million. Despite the inflow...
Legal & General, a century‑old FTSE 100 insurer, is shedding its legacy bulk‑annuity and life‑insurance focus in favour of an asset‑light, higher‑margin model. Its investment arm now manages about $1.5 trillion in assets, with private‑market holdings swelling to $95 bn and fee margins...
Geojit Retail Equity Research upgraded Coal India Ltd. (CIL) to a Buy, setting a new target price of ₹506 (≈ $6.10) from a current market price of ₹450.25 (≈ $5.42). The miner posted Q3 FY26 revenue of ₹34,924 crore (≈ $4.2 bn) and PAT of...
Sysco announced a $29.1 billion cash‑and‑stock acquisition of Jetro Restaurant Depot, adding 166 cash‑and‑carry warehouses and access to roughly 725,000 independent restaurants. The deal values Restaurant Depot at a 14.6‑times EBITDA multiple, with shareholders receiving $21.6 billion in cash and 91.5 million Sysco...
Overbrook Management Corp increased its Apple stake by 57.4% in Q4, adding 38,174 shares to hold 104,648 shares worth roughly $28.45 million, making Apple its eighth‑largest holding. The iPhone maker reported Q4 earnings per share of $2.84, topping forecasts, and posted...
Net Worth Advisory Group boosted its Johnson & Johnson holding by 24%, adding 2,820 shares to a total of 14,557 shares worth roughly $3.0 million. The move follows a wave of institutional activity, with AustralianSuper and the National Pension Service expanding...
Johnson & Johnson saw a notable shift in institutional holdings as Pallas Capital Advisors LLC trimmed its position by 6.9%, selling 6,057 shares and leaving a stake worth roughly $17 million. At the same time, a cluster of smaller investors—including SOA...
BYD reported a 17% year‑on‑year drop in fourth‑quarter automobile revenue, with net profit falling 38% as vehicle margins slipped to 21.6%, down 150 basis points. Domestic sales plunged 29% amid aggressive new‑model launches, while exports rose to 26% of total...
