News
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Blue Owl says software exposure 8% of total assets under management
Feb 5 (Reuters) - Blue Owl's OWL.N total exposure to the software sector accounts for 8% of its assets under management, the alternative asset manager disclosed on a post-earnings conference call on Thursday.The company's stock, which was last down 6%, has been hit this week as investors fre...Reuters
Thu, Feb 5
Cardinal Health boosts annual profit forecast on surging demand for specialty drugs
By Padmanabhan AnanthanFeb 5 (Reuters) - Cardinal Health CAH.N on Thursday raised its 2026 profit outlook after beating quarterly results estimates on strong demand for specialty medicines, sending shares up more than 9% in morning trading.Drug distributors such as Cardinal Health, Cencora COR.N and...Reuters
Thu, Feb 5
EMERGING MARKETS-LatAm FX dips, stocks slide as tech, commodity rout saps risk appetite
MSCI Latam FX off 0.3%, stocks decline 0.9%Mexican central bank expected to hold rates Moody's cuts credit rating on IndonesiaBrazil's Itau Unibanco estimates up to 9.5% loan book growthBy Purvi Agarwal Feb 5 (Reuters) - Most Latin American currencies weakened against the dollar on Thursd...Reuters
Thu, Feb 5
Lennar Wants to Build "Trump Homes." Is It Time to Consider an Investment?
Key PointsThis builder is considering a plan to create as many as 1 million new starter homes.Housing affordability is an ongoing problem for Americans and for the U.S. economy.10 stocks we like better than Lennar › Lennar (NYSE: LEN) shares are surging on news that the giant homebuilder is about to...The Motley Fool
Thu, Feb 5
Coinbase falls as BTIG flags transaction‑volume weakness
Shares of crypto exchange Coinbase COIN.O falls 8.89% to $153.63BTIG cuts price target on COIN to $340 from $420; New PT still reflects a 101.6% upside to the stock's last closeCites recent softness in COIN's trading volume based on third-party dataSeparately, cryptocurrency and blockchain‑r...Reuters
Thu, Feb 5
NYSE-parent ICE beats profit estimates on robust trading volumes
By Utkarsh Shetti Feb 5 (Reuters) - Intercontinental Exchange ICE.N beat fourth-quarter profit expectations on Thursday, as persistent market turbulence boosted trading volumes at the New York Stock Exchange-parent, sending its shares up more than 4% in early trading. Geopolitical tensions and th...Reuters
Thu, Feb 5
LIVE MARKETS-Cybersecurity firms may be immune to AI disruption amid software sell-off
Main US indexes red; Nasdaq off most, down >1.5%Cons Disc weakest S&P 500 sector; Staples leads gainersEuro STOXX 600 index down >1%Dollar rises; gold, crude both down >3%; bitcoin down >7%US 10-year Treasury yield slides to ~4.21%Welcome to the home for real-time coverage of markets...Reuters
Thu, Feb 5
U.S. STOCKS ON THE MOVE-OneSpaWorld, IMUNON, Cigna
The Day Ahead newsletter: https://refini.tv/3LI4BU7The Morning News Call newsletter: https://refini.tv/3dKUyB8The S&P 500 slid to near two-week lows and the Nasdaq sank to its lowest level in more than two months on Thursday, as the AI theme came under renewed pressure after Alphabet's spend...Reuters
Thu, Feb 5
Forget Tech Stocks: This Is the AI Power Play That Wall Street Is Missing for 2026
Key PointsDominion Energy gets 25% of its revenues from data centers in Virginia.Virginia is home to the largest cluster of data centers in the world.Dominion Energy executives say that they see growing demand for power for data centers. 10 stocks we like better than Dominion Energy › In recent yea...The Motley Fool
Thu, Feb 5
