Today: 11 March 2026
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Khadija Saeed

A dedicated markets reporter, she covers stocks, macroeconomics, and major business developments with a sharp eye for detail and accuracy.

Wells Fargo (WFC) News on Dec. 25, 2025: Options Clearing Expansion, Investment Banking Push, and 2026 Outlook After Asset Cap Lift

Wells Fargo (WFC) News on Dec. 25, 2025: Options Clearing Expansion, Investment Banking Push, and 2026 Outlook After Asset Cap Lift

Wells Fargo expanded into options clearing in late December, moving further into a business dominated by major Wall Street firms. The bank also increased investment banking hires and signaled more job cuts for 2026. Its investment arm forecasts Fed rate cuts and higher equity targets next year. The moves follow the lifting of Wells Fargo’s growth cap earlier in 2025.
25 December 2025
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The Coca-Cola Company (KO) News, Forecasts and Analysis on Dec. 25, 2025: CEO Transition, Costa Coffee Talks, and 2026 Outlook

The Coca-Cola Company (KO) News, Forecasts and Analysis on Dec. 25, 2025: CEO Transition, Costa Coffee Talks, and 2026 Outlook

Coca-Cola announced COO Henrique Braun will become CEO on March 31, 2026, succeeding James Quincey, who will become executive chairman. New analysis published December 25 highlights ongoing debate over KO’s valuation, with the stock trading near $70 and mixed signals from cash-flow and earnings-based metrics. Investors are watching Zero Sugar sales momentum and potential portfolio changes as the company enters 2026.
25 December 2025
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Chevron Corporation (CVX) News and Outlook on Dec. 25, 2025: $18–$19B 2026 Capex, Hess-Guyana Growth, LNG Expansion, and Oil-Price Headwinds

Chevron Corporation (CVX) News and Outlook on Dec. 25, 2025: $18–$19B 2026 Capex, Hess-Guyana Growth, LNG Expansion, and Oil-Price Headwinds

Chevron set its 2026 capital spending at $18–19 billion, aiming for efficiency and higher returns after the Hess acquisition. About $17 billion will go to upstream projects, with $9 billion in the U.S. and $6 billion for shale. The company targets annual cash flow and earnings growth above 10% through 2030, assuming $70 Brent. Cost cuts of $3–4 billion and share buybacks up to $20 billion per year are planned.
25 December 2025
Philip Morris International (PM) in Focus on Dec. 25, 2025: Dividend Deadline, ZYN FDA Catalyst, and 2026 Stock Forecasts

Philip Morris International (PM) in Focus on Dec. 25, 2025: Dividend Deadline, ZYN FDA Catalyst, and 2026 Stock Forecasts

Philip Morris International’s $1.47 quarterly dividend goes ex-dividend December 26, 2025, with payment set for January 14. Analysts remain split on valuation, with some calling shares undervalued and others warning of overvaluation. The FDA’s ongoing review of ZYN nicotine pouches draws close investor scrutiny. Debate continues over the company’s shift from tobacco to smoke-free products.
25 December 2025
American Express (AXP) Outlook on Dec. 25, 2025: Holiday Spending Signals, Platinum Strategy, Dividend, and 2026 Earnings Watch

American Express (AXP) Outlook on Dec. 25, 2025: Holiday Spending Signals, Platinum Strategy, Dividend, and 2026 Earnings Watch

American Express shares last traded at $383.11 before U.S. markets closed for Christmas. The company reported a 9% rise in U.S. retail spending and a 13% jump among Platinum cardholders around Thanksgiving. Delinquency rates remained steady through November, while France’s CNIL fined AmEx €1.5 million for cookie violations. The next earnings call is scheduled for Jan. 30, 2026.
25 December 2025
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Merck & Co. (MRK) Enters 2026 in the Spotlight: BMO Upgrade to $130, FDA Fast-Track Vouchers and TrumpRx Pricing Deal Reframe the Post-Keytruda Story

Merck & Co. (MRK) Enters 2026 in the Spotlight: BMO Upgrade to $130, FDA Fast-Track Vouchers and TrumpRx Pricing Deal Reframe the Post-Keytruda Story

Merck shares closed at $106.45 on Dec. 24, capping a six-day rally driven by a BMO Capital Markets upgrade to Outperform and a new $130 price target. Analysts cited confidence in Merck’s pipeline as it prepares for Keytruda’s 2028 loss of exclusivity. Recent gains also follow positive oncology data and a European regulatory milestone for Winrevair. U.S. markets were closed Dec. 25 for Christmas.
25 December 2025
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Goldman Sachs (GS) on Dec. 25, 2025: Dealmaking Tailwinds, an ETF Power Play, AI-Driven Efficiency—and Big 2026 Forecasts

Goldman Sachs (GS) on Dec. 25, 2025: Dealmaking Tailwinds, an ETF Power Play, AI-Driven Efficiency—and Big 2026 Forecasts

Goldman Sachs shares last traded at $910.78 on December 24, with U.S. markets closed for Christmas. The firm has scheduled its Q4 2025 earnings release for January 15, 2026. CFO Denis Coleman said M&A momentum is expected to extend into 2026, with 2025 on track to be the second-biggest year for announced deals. Goldman also agreed to acquire Innovator Capital Management for about $2 billion.
25 December 2025
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Caterpillar (CAT) News and Stock Forecast for 2026: AI Data Center Power Tailwind, Mining Autonomy Deals, Tariff Risks and Key Analyst Calls (Dec. 25, 2025)

Caterpillar (CAT) News and Stock Forecast for 2026: AI Data Center Power Tailwind, Mining Autonomy Deals, Tariff Risks and Key Analyst Calls (Dec. 25, 2025)

Caterpillar shares closed at $583.76 on Dec. 24, 2025, with U.S. markets shut for Christmas. Q3 revenue rose 10% to $17.6 billion, driven by strong demand for energy equipment linked to AI data centers and a 17% sales jump in the Energy & Transportation unit. The company faces ongoing tariff-related cost pressures and a new patent dispute with Bobcat over compact equipment.
25 December 2025
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International Business Machines Corporation (IBM) News, Forecasts and Analysis for Dec. 25, 2025: Confluent Deal, AI Momentum and What Comes Next

International Business Machines Corporation (IBM) News, Forecasts and Analysis for Dec. 25, 2025: Confluent Deal, AI Momentum and What Comes Next

IBM shares traded near $304 on Dec. 25, with a market cap of about $284 billion and a consensus “Moderate Buy” rating, though average price targets now sit below the stock price. Institutional filings show mixed activity, with some firms cutting and others raising stakes. Analysts remain split on valuation, with some calling IBM “ultra expensive” and others seeing it as fairly valued. The next earnings report is scheduled for Jan. 28, 2026.
25 December 2025
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Cisco Systems (CSCO) News on Dec. 25, 2025: AI Networking Tailwinds, FY2026 Forecasts, and a Critical Email-Security Zero-Day

Cisco Systems (CSCO) News on Dec. 25, 2025: AI Networking Tailwinds, FY2026 Forecasts, and a Critical Email-Security Zero-Day

Cisco raised its FY2026 outlook on strong AI-driven networking demand, reporting solid Q1 results and increased hyperscaler orders. Meanwhile, a critical zero-day vulnerability, CVE-2025-20393, is being actively exploited against Cisco email security appliances, with U.S. agencies requiring urgent mitigation. Cisco became aware of the attack in early December, with incidents traced to a suspected Chinese threat actor.
25 December 2025
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Micron Technology (MU) Outlook 2026: Record Q1 Earnings, AI Memory Shortage, and the Latest Analyst Forecasts (Dec. 25, 2025)

Micron Technology (MU) Outlook 2026: Record Q1 Earnings, AI Memory Shortage, and the Latest Analyst Forecasts (Dec. 25, 2025)

Micron Technology reported record fiscal Q1 2026 revenue of $13.6 billion, up 57% year over year, and issued guidance for Q2 that exceeded Wall Street expectations. The company raised fiscal 2026 capital spending to about $20 billion and said its entire 2026 supply of high-bandwidth memory is sold out. Analysts raised price targets, with Rosenblatt setting a $500 target. Micron shares surged following the December 17 earnings release.
25 December 2025
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GE Aerospace (NYSE: GE) on Dec. 25, 2025: Analyst Upgrades, LEAP Engine Inspections, and 2026 Outlook in Focus

GE Aerospace (NYSE: GE) on Dec. 25, 2025: Analyst Upgrades, LEAP Engine Inspections, and 2026 Outlook in Focus

GE Aerospace shares extended a five-day rally in late December, boosted by new analyst coverage and Citigroup’s Buy rating with a $386 price target. Investor focus remains on strong aftermarket services demand and raised 2025 profit guidance. Regulators have expanded inspection requirements for CFM LEAP engines operating in dusty conditions.
25 December 2025
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Procter & Gamble (PG) News Today: CEO Transition Nears, Prague “Artemis” Expansion, and Wall Street Forecasts (Dec. 25, 2025)

Procter & Gamble (PG) News Today: CEO Transition Nears, Prague “Artemis” Expansion, and Wall Street Forecasts (Dec. 25, 2025)

Procter & Gamble will appoint Shailesh Jejurikar as CEO on January 1, 2026, with Jon Moeller moving to executive chairman. Swedbank AB increased its stake in the company, while Rep. Ed Case disclosed a small stock sale. Analysts adjusted price targets after a recent pullback. P&G is also advancing a new logistics and production hub near Prague.
25 December 2025
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Home Depot (HD) News on December 25, 2025: Fiscal 2026 Forecast, Q3 Earnings, Pro Strategy, and the Latest Risk Signals

Home Depot (HD) News on December 25, 2025: Fiscal 2026 Forecast, Q3 Earnings, Pro Strategy, and the Latest Risk Signals

Home Depot stores in the U.S. are closed December 25 for Christmas, with normal operations to resume after the holiday. The company’s latest guidance projects fiscal 2026 sales growth of 2.5% to 4.5% and flat to 2% comparable sales, trailing Wall Street expectations. Executives continue to emphasize a focus on professional customers amid a slow home improvement market.
25 December 2025
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AMD Stock News Today (Dec. 25, 2025): China AI Chip Exports, OpenAI’s 6‑Gigawatt Deal, Zen 6 Signals, and Wall Street Forecasts

AMD Stock News Today (Dec. 25, 2025): China AI Chip Exports, OpenAI’s 6‑Gigawatt Deal, Zen 6 Signals, and Wall Street Forecasts

AMD shares last traded at $215.04 on December 24, with volume near 8 million. The company has secured licenses to ship some MI308 AI chips to China, agreeing to pay a 15% fee to the U.S. government, according to Reuters. Large China-based buyers, including Alibaba, are reportedly evaluating significant orders. U.S. policy continues to restrict high-end chip exports, with Chinese projects encouraged to favor domestic suppliers.
25 December 2025
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Utilities Stocks Outlook 2026: AI Data Centers, Fed Rate Cuts and Rising Power Bills Put the Sector Back in Focus

Utilities Stocks Outlook 2026: AI Data Centers, Fed Rate Cuts and Rising Power Bills Put the Sector Back in Focus

U.S. utilities stocks end 2025 under scrutiny as electricity bills rise and grid operators warn of supply shortfalls. The Utilities Select Sector SPDR ETF (XLU) shows a forward P/E of about 19.6 and yield near 2.7%, with NextEra Energy as its largest holding. Power demand is set to hit record highs in 2025 and 2026, fueled by data centers and electrification. Investors are watching which companies can grow without sparking political backlash.
25 December 2025
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Real Estate Stocks Outlook 2026: REITs, Homebuilders and Property Shares Enter a New Rate Regime After December’s Fed Cut

Real Estate Stocks Outlook 2026: REITs, Homebuilders and Property Shares Enter a New Rate Regime After December’s Fed Cut

The average U.S. 30-year fixed mortgage rate fell to 6.18% as of December 24, 2025, according to Freddie Mac, down from 6.85% a year earlier. The Federal Reserve cut rates earlier in December and projects a policy rate of 3.4% by end-2026. Housing affordability remains tight, and commercial real estate fundamentals vary by property type. Forecasters see 2026 mortgage rates between 5.77% and 6.18%.
25 December 2025
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Basic Materials Stocks on Dec. 25, 2025: Copper at Record Highs, Steel Trade Frictions, and the 2026 Outlook for Metals, Mining, and Chemicals

Basic Materials Stocks on Dec. 25, 2025: Copper at Record Highs, Steel Trade Frictions, and the 2026 Outlook for Metals, Mining, and Chemicals

Copper surged above $12,000 per tonne, hitting record highs amid tariff concerns and supply disruptions. U.S. markets remained closed for Christmas, with light trading expected to continue through the week. Materials stocks lagged, down about 0.32% in a holiday-thin session, while Financials led gains. Asian markets traded mixed; China shares rose, Japan’s Nikkei edged up, and oil prices slipped.
25 December 2025
Energy Stocks Outlook 2026: Dec. 25, 2025 News Roundup on Oil Prices, LNG, Natural Gas and Sanctions

Energy Stocks Outlook 2026: Dec. 25, 2025 News Roundup on Oil Prices, LNG, Natural Gas and Sanctions

Brent crude settled near $61–$62 per barrel and WTI at $58, with forecasts pointing to a 2026 oil surplus and weaker prices. The U.S. EIA projects Brent averaging $55 and WTI $51 in 2026 as global inventories rise. Geopolitical moves involving Venezuela, Russia, and European sanctions continue to inject volatility, especially in LNG and shipping stocks.
25 December 2025
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Industrials Stocks Outlook 2026: Today’s News, Forecasts, and Key Catalysts Shaping Industrial Stocks on Dec. 25, 2025

Industrials Stocks Outlook 2026: Today’s News, Forecasts, and Key Catalysts Shaping Industrial Stocks on Dec. 25, 2025

The Dow and S&P 500 closed at record highs in a shortened session Dec. 24 before U.S. markets shut for Christmas. Industrials stocks remain in focus as investors weigh Fed rate cut expectations, mixed manufacturing data, and ongoing investment in defense and AI-driven infrastructure. Trading volumes were thin ahead of the holiday. The Fed cut rates by 25 basis points on Dec. 10.
25 December 2025
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