As of mid-January 2026, the global financial landscape is witnessing a tectonic shift in how the world’s largest technology companies manage their balance sheets. For over a decade, the "Big Three" of cloud computing—Amazon.com, Inc. (NASDAQ:AMZN), Alphabet Inc. (NASDAQ:GOOGL), and Microsoft Corporation (NASDAQ:MSFT)—were
As the final tallies from the fourth-quarter earnings season roll in this January 2026, the verdict is clear: Wall Street’s titans have not just survived a period of economic uncertainty—they have thrived. Defying fears of a persistent slowdown, the largest U.S. financial institutions reported record-breaking annual revenues
Shares of hotel and casino entertainment company Caesars Entertainment (NASDAQ:CZR)
fell 3.3% in the afternoon session after Morgan Stanley lowered its price target on the company's stock to $27 from $29.
Shares of luxury furniture retailer RH (NYSE:RH) jumped 3.6% in the afternoon session after an analyst at Morgan Stanley raised the price target for the company's shares to $275 from $250, while keeping an "Overweight" rating. This adjustment represented a 10% increase in the price target, signaling a positive outlook on the stock's value.
Shares of global satellite communications provider Viasat (NASDAQ:VSAT) jumped 3% in the afternoon session after Morgan Stanley significantly raised its price target on the stock and the company announced new business developments.
As of January 16, 2026, the financial markets are witnessing a profound "regime shift" that has caught many institutional investors by surprise. After more than a decade of large-cap technology dominance, the first few weeks of the new year have solidified a trend that began in late 2025: the decisive
As of mid-January 2026, the American corporate landscape has reached a historic financial milestone. Net profit margins for the S&P 500 have surged past 13%, marking a record high that defies years of inflationary concerns and geopolitical volatility. This expansion, driven by a structural shift toward artificial intelligence (AI)
As the first weeks of 2026 unfold, the U.S. financial landscape is grappling with the aftermath of a historic milestone: corporate share buybacks officially surpassed the $1 trillion mark in 2025. This massive return of capital to shareholders has become the primary engine behind the S&P 500's resilience,
The dawn of 2026 has brought a cold front to the financial sector. This week, three of the nation’s largest financial institutions—Citigroup (NYSE: C), Bank of America (NYSE: BAC), and Wells Fargo (NYSE: WFC)—released their fourth-quarter 2025 earnings reports, sparking a significant sell-off across the board. Shares
JPMorgan Chase (NYSE:JPM) officially opened the fourth-quarter earnings season on January 13, 2026, delivering a set of results that sent a chill through the financial sector. Despite reporting robust headline revenue and a significant beat on adjusted earnings per share, the banking giant saw its stock price tumble by
The global mergers and acquisitions (M&A) landscape is entering a transformative "structural renaissance" in 2026, marking a decisive end to the era of deal-making stagnation. According to the 15th annual Citizens M&A Outlook released this month by Citizens Financial Group (NYSE: CFG), private equity (PE) leaders have reached
Citigroup Inc. (NYSE: C) has emerged from its multi-year restructuring with a historic performance in its investment banking division, reporting record-breaking M&A advisory revenue for the 2025 fiscal year. Despite a volatile start to 2026 that saw the bank’s stock price dip following its fourth-quarter earnings release on
As of mid-January 2026, the transformation of Wells Fargo & Co. (NYSE: WFC) from a scandal-plagued consumer lender into a top-tier powerhouse on Wall Street is no longer a strategic goal—it is a market reality. Under the aggressive leadership of CEO Charlie Scharf, the San Francisco-based giant has effectively dismantled
As of mid-January 2026, the global financial markets are standing on the precipice of what many analysts are calling a "mega-wave" of public listings. After years of stagnation and high interest rates that kept the world’s most valuable private companies on the sidelines, the floodgates have finally opened. Investment
The barrier between the "casino" and the "exchange" has officially collapsed. On January 12, 2026, the prediction market industry hit a staggering milestone, recording a single-day trading volume of $701.7 million. This record-shattering activity was not driven by casual retail speculation, but by the entry of some of the most sophisticated quantitative trading firms in [...]
On January 15, 2026, Morgan Stanley (NYSE: MS) delivered a fourth-quarter earnings report that sent shockwaves through the financial sector, effectively signaling the end of a multi-year dealmaking drought. Propelled by a staggering 47% surge in investment banking revenue, the firm’s stock rallied to an all-time record high, closing
Goldman Sachs (NYSE: GS) reported a blowout fourth-quarter performance today, January 16, 2026, punctuated by an all-time record in equity trading revenue and a significant earnings-per-share beat. The firm’s stock climbed more than 3% in early trading as investors reacted to a combination of surging client activity and an
Shares of pool products retailer Leslie’s (NASDAQ:LESL) fell 4.8% in the morning session after Morgan Stanley downgraded the stock to Underweight from an Equal-Weight rating and sharply cut its price target.
