News
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Musk's Mars mission adds risk to red-hot SpaceX IPO
WASHINGTON, Dec 12 (Reuters) - Investors eyeing SpaceX's potential blockbuster IPO may need to brace themselves as CEO Elon Musk balances his risky quest to reach Mars with growing the revenue-rich Starlink satellite broadband business that would offer more reliable shareholder returns.Reuters
Fri, Dec 12
MORNING BID AMERICAS-Is Santa Claus coming to town?
By Anna Szymanski LONDON, December 12 (Reuters) - Everything Mike Dolan and the ROI team are excited to read, watch and listen to over the weekend. From the Editor Hello Morning Bid readers! Federal Reserve Chair Jay Powell buoyed markets by executing that most rare of monetar...Reuters
Fri, Dec 12
Nasdaq, S&P 500 futures slip as Broadcom outlook reignites AI bubble fears
Dec 12 (Reuters) - Futures tracking the S&P 500 and Nasdaq slid on Friday as chipmaker Broadcom's results sparked fresh worries about a potential artificial intelligence bubble, dampening investor optimism from a less hawkis...Reuters
Fri, Dec 12
JP Morgan raises Alphabet PT amid AI optimism
Brokerage JP Morgan raises PT for Alphabet GOOGL.O to $385 from $340Brokerage says GOOGL is its top pick into 2026 as JP Morgan expects AI leadership, stack strength, data advantages and global distribution to drive growth acceleration and margin stability"We continue to believe there is a healt...Reuters
Fri, Dec 12
US FDA brass pushed internally for speedier Lilly weight-loss pill verdict
Dec 12 (Reuters) - Leaders at the U.S. Food and Drug Administration have pressed internally for reviewers to speed up their evaluation of Eli Lilly's LLY.N experimental weight‑loss pill, after the company pushed for a faster timeline, documents seen by Reuters show.
Reuters
Fri, Dec 12
Cannabis stocks surge on report Trump seeks to ease restrictions
Dec 12 (Reuters) - Shares of cannabis companies jumped on Friday after the Washington Post reported U.S. President Donald Trump is expected to push the government to dramatically loosen federal restrictions on marijuana.U.S.-listed shares of Tilray Brands TLRY.O gained 28%, while SNDL SNDL.O, CanopyReuters
Fri, Dec 12
Jefferies starts Badger Meter with 'buy,' Watts Water with 'hold'
Jefferies starts coverage of fluid meter makers, rating Badger Meter BMI.N a "buy" and Watts Water Technologies WTS.N a "hold"Brokerage says Badger Meter, with ~30% share in North America, is primed for strong growth as the water metering market upgradesAdds co's digital push an...Reuters
Fri, Dec 12
GLOBAL MARKETS-European stocks hit one-month high, Wall Street futures down after tech selloff
European stocks rise, Wall Street futures fallInvestors brace for BoE, ECB, BOJ next weekGerman bond yields on track for biggest weekly rise since MarchBy Elizabeth Howcroft PARIS, Dec 12 (Reuters) - European stocks rose in early trading on Friday, on track for a third weekly gain, as the Fed'...Reuters
Fri, Dec 12
Palantir's Stock Doubled in 2025. Can It Repeat in 2026?
Key PointsClients across multiple industries and sectors are adopting Palantir's software.Several years' worth of hoped-for rapid growth is already baked into Palantir's stock price.10 stocks we like better than Palantir Technologies › Palantir (NASDAQ: PLTR) has had an incredible 2025, with its sto...The Motley Fool
Fri, Dec 12
Five debt hotspots in the AI data centre boom
AI data centre debt issuance surges in several marketsMore supply expected in 2026 and beyondMarket watchers note risks, AI bubble fears persistBy Lucy Raitano LONDON, Dec 12 (Reuters) - As AI fever has propelled global stocks to record highs, the data centres needed to power the technology are i...Reuters
Fri, Dec 12
Johnson Outdoors reports higher Q4 sales
OverviewOutdoor recreation equipment maker's fiscal 2025 revenue flat at $592.4 mlnCompany's gross margin improved to 35.1% due to better overhead absorptionNet loss for fiscal 2025 was $34.3 mln, impacted by deferred tax reserveOutlookCompany continues to invest in innovation and operationa...Reuters
Fri, Dec 12
Quanex Building Products jumps after Q4 beat
Quanex shares NX.N surge about 25% to $18.8 premarket Construction supplies manufacturer posts Q4 profit of $0.83/ share, beating analyst estimates of $0.53/ share Q4 rev of $489.8 mln, above est. of $470.7 mlnAttributes strength to foreign exchange gains, tariff pass-throughs and improved pricing i...Reuters
Fri, Dec 12
Prediction: This Artificial Intelligence (AI) Stock Could Beat Palantir in 2026. Now Is a Great Time to Buy It Hand Over Fist
Key PointsPalantir's stunning returns over the past several years have left the stock expensive.Snowflake is experiencing healthy growth and trades at a significantly lower valuation.10 stocks we like better than Snowflake › Palantir Technologies is among the leaders in the artificial intelligence (...The Motley Fool
Fri, Dec 12
Street View: Membership muscle and AI bets to power Costco's growth
Retail chain Costco Wholesale COST.O beat Wall Street's first-quarter revenue and profit estimates as shoppers stocked up on essentials and discretionary items ahead of the holiday seasonReported quarterly revenue of $67.31 billion, topping estimates of $67.14 billionShares marginally down in pr...Reuters
Fri, Dec 12
DIARY-Federal Reserve Events
Denotes a new entry. -------------------------------------------------------- Federal Open Market Committee (FOMC) MEETING DATES: 2026January 27-28 (second day: statement released 1400 EST/1900 GMT; news conference expected 1430 EST/1930 GMT)March 17-18 (second day: statement releas...Reuters
Fri, Dec 12
DIARY-Europe's STOXX 600 corporate earnings week ahead
Dec 12 (Reuters) - Diary of Europe's STOXX 600 (.STOXX) corporate earnings for the week ahead EUROPE'S STOXX 600 EARNINGS Start DateStart TimeRICCompany NameEvent Name15-Dec-2025AMCABVX.PAAbivax SAQ3 2025 Abivax SA Earnings Release19-Dec-2025BMOCCL.LCarnival PLCQ4 2025 Carnival PLC Earn...Reuters
Fri, Dec 12
ANALYSIS-Oracle's stumble hits AI trade, but many remain bullish
Oracle's AI spending raises valuation and debt concernsInvestors become selective in AI stock investmentsShort sellers show little appetite to ramp up bearish bets against AI stocksInvestors encouraged by broad market strength amid AI trade weaknessBy Saqib Iqbal Ahmed and Lewis Krauskopf NEW...Reuters
Fri, Dec 12
Wall St Week Ahead-Investors eager for delayed data to shed light on US economy
Jobs report due Tuesday, CPI out on ThursdayReport on economy follows dovish Fed meetingS&P 500 hits record high, up 17% in 2025By Lewis Krauskopf NEW YORK, Dec 12 (Reuters) - A host of delayed employment, inflation and other data in the coming week will give a long-anticipated view of the U....Reuters
Fri, Dec 12
Mitek Systems rises on upbeat Q4 results
Shares of digital identity firm Mitek Systems MITK.O rise 16.2% to $10.74 premarketMITK reports Q4 revenue of $44.78 mln, topping analysts' estimates of $40.85 mln, according to data compiled by LSEGCo reports Q4 EPS of 24 cents, beating analysts' expectations of 18 centsMITK expects FY26 re...Reuters
Fri, Dec 12
LIVE MARKETS-Hotel stocks to outperform consumer sector in 2026 say Jefferies
STOXX up 0.3% S&P 500 futures steady after record close, Nasdaq futures down 0.5%, Broadcom falls 4% in premarket UBS gains on capital rule proposals Welcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at markets.research...Reuters
Fri, Dec 12
