Today: 7 February 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.

Salesforce (CRM) on Dec. 25, 2025: Agentforce Momentum, AI Trust Guardrails, and Wall Street Forecasts for 2026

Salesforce (CRM) on Dec. 25, 2025: Agentforce Momentum, AI Trust Guardrails, and Wall Street Forecasts for 2026

Salesforce, Inc. (NYSE: CRM) heads into the final stretch of 2025 with a familiar split-screen narrative: strong financial execution and accelerating “agentic” AI adoption on one side, and fresh debate over how enterprises will trust, control, and ultimately pay for AI agents at scale on the other. With U.S. markets closed for Christmas Day, investors are effectively marking time at the latest close: Salesforce shares ended Dec. 24 at about $265, up modestly on the session. StockAnalysis On Dec. 25, the day’s Salesforce conversation is being shaped less by price action and more by new reporting and analysis about how
25 December 2025
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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

As the U.S. banking sector heads into year-end, Wells Fargo & Company (NYSE: WFC) is closing 2025 with a noticeably different narrative than the one investors and regulators have debated for much of the past decade: less about constraint, more about growth levers, fee momentum, and capital flexibility. The shift is being driven by a cluster of late-December developments—most notably a move into options clearing, an investment-banking hiring surge that has lifted the firm’s league-table standing, and a renewed focus on efficiency as CEO Charlie Scharf signals more workforce reductions in 2026. Reuters Layered on top is Wells Fargo Investment
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

Published: December 25, 2025 As 2025 closes, The Coca-Cola Company (NYSE: KO) is entering 2026 with three storylines shaping investor expectations: a major leadership transition, fresh signals that Coca-Cola is still willing to reshape its portfolio and bottling footprint, and a market debate over whether KO’s “defensive growth” profile is fully priced—or still has runway. While U.S. markets are closed for Christmas, the news cycle isn’t. On December 25, 2025, new investor analysis focused on Coca-Cola’s Zero Sugar momentum and valuation, while marketing coverage revisited why Coke’s Christmas branding still functions like a global cultural asset—now evolving with AI-era production.
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

Dec. 25, 2025 — Chevron Corporation (NYSE: CVX) is heading into 2026 with a sharper message for markets: spend less, squeeze more cash out of its highest-margin barrels, and return more to shareholders—while integrating its newly enlarged portfolio after the Hess acquisition. Even on Christmas Day—when U.S. equity markets are closed—investors and analysts are still digesting a cluster of late-2025 developments: Chevron’s newly set 2026 capital budget, an ongoing push to reshape downstream exposure, major LNG and gas decisions from Australia to the Eastern Mediterranean, and a commodity outlook that could test Big Oil’s “discipline” narrative in the year ahead.
25 December 2025
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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

December 25, 2025 — With U.S. markets closed for the Christmas holiday, investor attention has shifted from intraday price moves to the next set of catalysts for Philip Morris International Inc. (NYSE: PM): a dividend deadline arriving tomorrow, an increasingly consequential FDA process around ZYN nicotine pouches, and a growing tug-of-war between “sin stock” discounts and a rapidly expanding smoke-free business. A cluster of fresh Christmas Day analyses frames the debate in unusually clear terms. One argues PM is still undervalued even after a strong year, another highlights the market’s persistent ethical discount for tobacco, while several forecast roundups show
25 December 2025
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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

Dec. 25, 2025 — With U.S. markets closed for Christmas Day, investors are using the pause to take stock of American Express Company (NYSE: AXP) after a strong 2025 run. The story heading into year-end is familiar—but still powerful: affluent cardmember spend is holding up, AmEx is leaning harder into premium fees and lifestyle benefits, and the company’s most recent credit snapshots show steady delinquencies even as charge-offs tick higher. AXP last traded at $383.11 (as of Dec. 24), near the upper end of its recent range. Below is a detailed roundup of the latest news, forecasts, and analysis shaping
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

December 25, 2025 — Even with U.S. markets closed for Christmas Day, Merck & Co., Inc. (NYSE: MRK) is ending 2025 as one of the most-watched large-cap pharma names on Wall Street. The stock closed at $106.45 on Wednesday, Dec. 24, and commentary published today points to a six-day winning streak that has pushed investors back into “what’s next” mode: how Merck replaces Keytruda’s eventual loss of exclusivity while navigating a shifting U.S. drug-pricing backdrop. Nasdaq Below is a comprehensive, as-of-today roundup of the most consequential news, forecasts, and analyst analysis shaping Merck’s outlook heading into 2026—covering oncology, cardiovascular ambitions,
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 Group, Inc. enters the final week of 2025 with momentum on multiple fronts—stronger dealmaking conditions, a strategic push deeper into ETFs, and a renewed internal focus on productivity as generative AI reshapes how Wall Street runs. At the same time, the firm is putting big, specific numbers behind its 2026 views on equities, the global economy, and commodities—forecasts that are increasingly influencing how investors position for the year ahead. With U.S. markets closed for Christmas Day and liquidity thin across global venues, the cleanest “snapshot” of where Goldman stands comes from the latest available trade data: Goldman Sachs
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)

IRVING, Texas — December 25, 2025 — Caterpillar Inc. (NYSE: CAT) closes out 2025 at the center of several powerful cross-currents: a surge in demand for on-site power tied to AI data centers, accelerating mining autonomy and electrification, a strategic push deeper into software, and a still-material cost overhang from tariffs—plus fresh legal risk in compact equipment. Reuters With U.S. markets shut for Christmas Day, the most recent trading snapshot is from Dec. 24, 2025, when Caterpillar shares closed at $583.76 (early close session). StockAnalysis Below is a comprehensive, publication-ready roundup of the latest news, forecasts, and market analyses available
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

Dec. 25, 2025 — International Business Machines Corporation is ending 2025 with two narratives colliding in plain sight: a legacy tech giant that has regained market attention through AI, hybrid cloud and dealmaking—and a stock price that many screens now flag as “expensive,” even as Wall Street continues to debate how much upside IBM can still unlock. On a day when U.S. markets are closed for the holiday, today’s IBM-related coverage is less about new product launches and more about positioning: institutional filings hitting the tape, valuation frameworks disagreeing, and investors looking ahead to the next set of catalysts—most notably
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

As of December 25, 2025, Cisco Systems, Inc. (NASDAQ: CSCO) is entering the year-end stretch with two storylines moving in opposite directions: stronger AI-driven networking demand that helped lift its FY2026 outlook, and a high-severity security crisis involving an actively exploited zero-day impacting Cisco email security appliances. On the business side, Cisco has been positioning itself as a “picks-and-shovels” provider for the AI era—selling the networking, optics, routing, and edge platforms that hyperscalers and enterprises need to move and secure rising volumes of AI traffic. The company’s Q1 FY2026 results (quarter ended Oct. 25, 2025) showed solid growth and accelerating
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, Inc. (NASDAQ: MU) is closing out 2025 at the center of one of the most consequential themes in semiconductors: the AI-driven memory squeeze. Over the past week, the memory maker delivered record fiscal Q1 2026 results, issued a forecast that stunned Wall Street, and accelerated long-term capacity plans—while analysts raced to lift price targets as high-bandwidth memory (HBM) becomes a strategic choke point for AI infrastructure. Reuters As of December 25, 2025, there have been no new Micron corporate announcements on the holiday itself, but the news cycle is still dominated by the company’s December 17 earnings, a
25 December 2025
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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