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U.S. STOCKS ON THE MOVE-Arista Networks, Silver Miners, IBM
The Day Ahead newsletter: https://refini.tv/3LI4BU7The Morning News Call newsletter: https://refini.tv/3dKUyB8Futures linked to the S&P 500 and the Nasdaq inched higher on Monday after losses in the previous week, partially boosted by oil companies that surged following the capture of Venezuelan...Reuters
Mon, Jan 5
Marvell rises after Melius Research upgrades to 'buy'
Shares of chipmaker Marvell Technology MRVL.O up about 4% at $92.96 premarketMelius Research upgrades stock to "buy", raises PT to $135 from $110Brokerage says co's custom silicon backlog is growing, with revenue expected to double in CY2027 on demand for Microsoft's MSFT.O MAIA chip...Reuters
Mon, Jan 5
RPT-BREAKINGVIEWS-Hong Kong’s IPO revival faces host of spoilers
By Hudson Lockett HONG KONG, Jan 5 (Reuters Breakingviews) - IPO fever has caught on in Hong Kong in a big way. On Friday, shares in Shanghai Biren Technology 6082.HK zoomed up 76% after the Chinese artificial intelligence chip designer raised more than $700 million in its initial public offering...Reuters
Mon, Jan 5
UK's FTSE 100 hovers near 10,000 mark as Venezuela strikes lift defence, mining stocks
FTSE 100 up 0.1%, FTSE 250 flat Precious metal miners rise as Venezuela tensions lift goldOil stocks decline due to Venezuela's output curbsAshmore jumps on Venezuelan debt exposure Jan 5 (Reuters) - London's FTSE 100 hovered near the 10,000 mark on Monday, underpinned by gains in precio...Reuters
Mon, Jan 5
Neumora rises as Alzheimer’s drug shows promise in easing agitation
Shares of drug developer Neumora Therapeutics NMRA.O rise 11.45% to $1.81 premarketCo says its experimental drug, NMRA-511, showed positive results in an early-stage study for treating agitation in people with Alzheimer's diseaseAgitation is a distressing symptom that often leads to earlier long...Reuters
Mon, Jan 5
Oil stocks rally as US pushes oil majors to invest big in Venezuela
Shares of energy companies rally premarket after U.S. military intervention in oil-rich Venezuela late last week*The gains came after Trump said the U.S. needed "total access" to Venezuela’s oil reserves following President Nicolas Maduro’s arrest, fueling bets Washington could ease curbs on...Reuters
Mon, Jan 5
IBM rises as Jefferies upgrades to 'buy'
Shares of tech firm IBM IBM.N up 1.4% at $295.68 premarket Jefferies upgrades rating to "buy" from "hold"; raises PT to $360 from $300New PT implies an upside of ~23% to stock's last close Brokerage sees clearer path to software growth acceleration in 2026, driven by Red Hat mome...Reuters
Mon, Jan 5
US STOCKS-US stock futures tick up as oil companies jump on Venezuela shock
Futures: Dow flat, S&P 500 up 0.28%, Nasdaq up 0.65% Jan 5 (Reuters) - Futures linked to the S&P 500 and the Nasdaq inched higher on Monday after losses in the previous week, partially boosted by oil companies that surged following the capture of Venezuelan President Nicolas Maduro by the...Reuters
Mon, Jan 5
CoreWeave gains as DA Davidson upgrades to 'neutral', raises PT
Shares of cloud infrastructure firm CoreWeave CRWV.O up 4% at $82.49 premarketBrokerage DA Davidson raises PT on CRWV to $68 from $36; upgrades shares to "neutral" from "underperform"While a successful $100 bln fundraise by OpenAI is not a forgone conclusion, it now serves as a poten...Reuters
Mon, Jan 5
Rockwell Medical rises as dialysis supply deal extended through 2026
Shares of dialysis products maker Rockwell Medical RMTI.O rise 7.7% to 93 cents premarketCo says it has extended its product purchase agreement with one of the largest dialysis providers in the United States through December 2026Prices for dialysis products will increase under amended agreement - RM...Reuters
Mon, Jan 5
Omnicom dips as BofA downgrades to 'underperform'
Advertising firm Omnicom's OMC.N shares fall 2.2% to $79.50 premarketBofA Global Research downgrades stock to "underperform" from "neutral"; cuts PT to $77 from $87New PT implies a 5.3% downside to stock's last closeAverage rating of 13 analysts is "buy"; median PT is...Reuters
Mon, Jan 5
Tesla China's Dec Wholesale Sales Rise to 97,171 Units, Its 2nd-Highest Ever
Tesla continued its sales rebound for China-made vehicles last month after declines throughout most of 2025.Tesla China's December wholesale sales reached 97,171 vehicles, including both domestic sales and exports from China to overseas markets, according to data released today by the China Passenge...Tiger News
Mon, Jan 5
Apollo to invest $1.2 billion in QXO; shares rise
Shares of building products distributor QXO QXO.N rise nearly 8.8% to about $21.5 premarketApollo Global Management agrees to invest $1.2 billion to pursue acquisition opportunities through July 15, 2026 - QXOQXO issues perpetual convertible preferred stock with 4.75% annual dividend, convertible in...Reuters
Mon, Jan 5
Intel rises as Melius Research upgrades to 'buy'
Shares of chipmaker Intel INTC.O rise 3.2% to $40.62 premarketMelius Research upgrades stock to "buy"; raises PT to $50 from $44 New PT implies an upside of ~27% to stock's last close"There is a good chance that Nvidia (an Intel shareholder) and Apple take a hard look at producing ch...Reuters
Mon, Jan 5
Jefferies raises Albemarle PT citing lithium demand surge
Jefferies raises price target on lithium miner Albemarle ALB.N to $167 from $152Shares of ALB rise 2.1% to $147.05 premarketNew PT represents a 16% upside to the stock's last closeWidespread robotics will require a lot more battery-powered machines into daily use, and this "mobile physical A...Reuters
Mon, Jan 5
MORNING BID AMERICAS-Geopolitics take center stage in the new year
By Dhara Ranasinghe LONDON, Jan 5 (Reuters) - A look at the day ahead in U.S. and global markets by Dhara Ranasinghe.The first full trading week of 2026 got off to a shocking start after the United States arrested Venezuelan President Nicolas Maduro over the weekend.Investors are taking their ti...Reuters
Mon, Jan 5
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 released 1...Reuters
Mon, Jan 5
Investors may go value hunting in 2026 as AI rally matures
By Niket Nishant, Kanchana Chakravarty and Joel Jose Jan 5 (Reuters) - Global investors will actively seek opportunities this year in undervalued pockets of financial markets as growing concerns over an AI bubble push traders to look beyond highly valued technology stocks, according to several ...Reuters
Mon, Jan 5
LIVE MARKETS-Citi recommends shorting euro vs dollar via options
STOXX 600 up 0.4%Germany's DAX hits recordDefence stocks jumpS&P 500 futures riseWelcome 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@thomsonreuters.com. CITI RECOMMENDS SHORTING EURO VS DOLLAR ...Reuters
Mon, Jan 5
LIVE MARKETS-Goldman see eurozone riding Germany's stimulus express
STOXX 600 up 0.4%Germany's DAX hits recordDefence stocks jumpS&P 500 futures riseWelcome 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@thomsonreuters.com. GOLDMAN SEE EUROZONE RIDING GERMANY'...Reuters
Mon, Jan 5
