Business headlines from the Apex backend, organized by sectors and major public companies for faster market scanning.
In a recent market note, Morgan Stanley reiterated a bullish stance on the group of established asset managers as investors look toward upcoming Q2 results, with BlackRock singled out as a core beneficiary of the outlook.
THE APEX TIMES
THE APEX TIMES
The rally followed a market-wide shift in sentiment, with investors refocusing on companies seen as benefiting from AI software adoption rather than only AI infrastructure spending.
THE APEX TIMES
A GraniteShares double-long exchange-traded product tied to Palantir’s shares has underperformed the stock it targets over the past year, a gap market watchers attribute to the mechanics of daily reset leverage.
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Stocks tied to the biggest U.S. tech names pushed higher, but weakness in a chip-related name dragged the Nasdaq lower, underscoring how quickly market leadership can rotate between mega-cap demand and semiconductors.
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Ahead of Tesla’s upcoming delivery report, analysts’ estimates for second-quarter vehicle deliveries vary widely, underscoring uncertainty around demand heading into the quarter’s finish.
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A fresh analyst rating described SpaceX in a way that would imply upside, but Tesla investors sent the stock lower in choppy trading, underscoring how quickly valuation narratives can change sentiment.
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An analyst at Citi moved Lockheed Martin (LMT) from Hold to Buy on Wednesday, framing the stock pullback as creating a better risk-reward setup after a weak stretch for the company.
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A Wall Street upgrade wave is pushing back against the idea that artificial intelligence concerns have already run their course in enterprise software valuations, with Guggenheim Securities reinstating a bullish stance on Salesforce and two peers.
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The software company said it is pairing with NVIDIA to deliver “sovereign AI” offerings for U.S. agencies and operators, while expanding its work connected to its Surf Air initiative.
