PepsiCo's Q4 earnings surpassed expectations, but the story behind the numbers reveals a strategic pivot: slashing snack prices to win back consumers while banking on productivity gains and international markets to fuel its 2026 ambitions.
Cantor Fitzgerald raises its price target on RenaissanceRe Holdings (RNR) to $282, while Wells Fargo trims its target, highlighting divergent views on the reinsurer's near-term fundamentals and the broader insurance sector's trajectory.
Morgan Stanley downgraded NetApp (NTAP) and slashed its price target, pointing to a CIO survey revealing the weakest hardware budget growth in 15 years. The move contrasts with a recent bullish initiation from Goldman Sachs.
Despite reporting robust quarterly earnings and record assets under custody, State Street sees key price targets trimmed by analysts who flag rising costs and a lack of updated medium-term guidance.
Northern Trust Corporation (NTRS) sees its price target raised by Goldman Sachs to $148, even as the firm maintains a Sell rating. The move follows a wave of analyst upgrades after the company's strong Q4 2025 results and optimistic 2026 outlook.
Citadel founder Ken Griffin warns that an environment where corporate success depends on currying favor with the White House is 'incredibly distasteful' and undermines fair competition, even as he acknowledges regulatory relief under the current administration.
A dramatic shift in investor sentiment has rocked markets, as the realization sinks in that AI's efficiency gains may come at the cost of eroding the very business models that have long powered the tech sector's growth.
Darden Restaurants announced the complete closure of its Caribbean-themed Bahama Breeze chain, with 14 locations shutting down and another 14 being converted to other brands within its portfolio over the next 18 months.
Nintendo's stock tumbled over 11% as quarterly earnings revealed pressure from rising component costs and thinner margins on its new console, even as Switch 2 sales exceeded expectations.
The relocation of Devon Energy's headquarters to Houston following its merger strips Oklahoma City of a key corporate citizen, with ripple effects expected across the local economy, philanthropy, and civic influence.
Italian authorities have disrupted a sophisticated wave of cyberattacks aimed at diplomatic outposts, including the embassy in Washington, and digital infrastructure supporting the Winter Olympics, with officials pointing to a Russian origin.
The sprawling Jeffrey Epstein case has evolved from a horrific criminal scandal into a potent symbol, fueling a cross-partisan wave of anti-elite sentiment and revealing deep-seated institutional distrust.
A Virginia school board's closed-door staff training, which used actors to simulate parents as 'terrorist' threats, has drawn fierce criticism. The controversial session occurred shortly after a fatal accident claimed a student's life, further inflaming tensions in a district already grappling with heated debates over transgender policies.
While the healthcare giant continues to expand its revenue base, a declining trend in its return on capital employed (ROCE) suggests management's aggressive reinvestment strategy may be coming at the cost of near-term profitability. Analysts are divided on whether this signals long-term vision or inefficient capital allocation.
The commercial real estate data giant CoStar Group faces mounting pressure as hedge fund D.E. Shaw joins Third Point in demanding board changes and a review of its costly Homes.com venture, signaling a major proxy battle ahead.
Strauss Zelnick clarifies that while AI tools are used extensively across Take-Two Interactive, Rockstar Games' upcoming blockbuster is being built entirely by human creators, drawing a clear line between development tools and the final entertainment product.
OPENLANE's shares have climbed 13% in three months, driven by robust net income growth despite a below-industry Return on Equity. Analysts point to aggressive reinvestment as a key factor behind the rally.
Facing a prolonged freight recession, logistics giant ArcBest is offsetting weak demand in core sectors by onboarding new LTL clients. However, this strategic shift towards heavier freight is pressuring key profitability metrics, even as executives express confidence in their adaptable business model.
Amid a sharp downturn in crypto markets, Cathie Wood's ARK Invest has made significant purchases of crypto-linked equities, including a major stake in BitMine. The move comes as BitMine Chairman Tom Lee publicly defends the firm's long-term Ethereum strategy despite substantial paper losses.
The Reserve Bank of India is fundamentally reshaping its oversight of lenders, moving beyond traditional financial metrics to scrutinize the actual business practices and credit management processes within banks.
