Market intelligence
Fast, evidence-led coverage of the companies and events moving global markets.
All coverage
Shares of Broadcom Inc. dropped 4.61% on Wednesday following Alphabet Inc.'s decision to broaden its custom-chip partnership with Marvell Technology Inc.. Broadcom ended the…
| Stock | Consensus | Avg target |
|---|---|---|
| AVGO · 48 | Strong Buy | $527.88 |
| MRVL · 43 | Strong Buy | $256.91 |
| GOOGL · 64 | Strong Buy | $427.52 |
Strategy gained roughly $4.1 billion in market value before markets opened on Thursday. The stock was at $114.59, rising 9.92% from its previous close…
Oil climbed to its highest level in three weeks on Thursday, as a fresh drilling initiative in Venezuela signaled long-term rather than immediate supply…
Contracts determine timing. Workover rigs are expected to move first.
The service opportunity is real. The barrels arrive slowly.
Latin America was SLB’s fastest-growing reported geography.
Targets last updated 17 August 2026. Average: $61.97, about 15.1% above premarket.
LONDON, August 20, 2026, 10:04 BST — Marks and Spencer Group shares fell 1.2% on Thursday as its 26-piece Aries capsule reached stores. The…
| Broker | Date | View | Target | Upside* |
|---|---|---|---|---|
| Barclays | Aug 18 | BUY | 450p | 18.5% |
| Deutsche Bank | Aug 13 | BUY | 435p | 14.5% |
| Goldman Sachs | Jul 28 | BUY | 490p | 29.0% |
| Jefferies | Jul 22 | BUY | 460p | 21.1% |
| J.P. Morgan | Jul 21 | BUY | 450p | 18.5% |
| Company | Ticker | Price | Day move | Timestamp, BST |
|---|---|---|---|---|
| Marks & Spencer | LON:MKS | 379.80p | −1.22% | 09:58:31 |
| NEXT | LON:NXT | 15,015p | −0.46% | 09:59:40 |
| JD Sports | LON:JD | 78.88p | −15.60% | 10:00:39 |
| Associated British Foods | LON:ABF | 2,031p | +0.30% | 09:59:15 |
Apple’s reported split iPhone 18 rollout could move part of its largest revenue engine into a new quarter. That makes launch timing a margin…
The reported split launch may improve fall pricing, but it also pushes some mass-market volume into early 2027. iPhone still supplies nearly half of Apple’s quarterly revenue.
The likely trade: richer fall mix against a smaller holiday launch cohort. The timing is reported, not confirmed by Apple.
Sources: Apple financial statements · price history · analyst forecasts · reported launch schedule.
The S&P/ASX 200 finished 0.3% higher on Thursday, breaking a six-session losing streak, as weaker employment figures eased the likelihood of an imminent rate…
| Share | View | Avg target |
|---|---|---|
| EVN | Hold · 17 | A$12.69 |
| XRO | Buy · 14 | A$127.12 |
| WTC | Buy · 16 | A$65.16 |
Google search interest in EDF's Gravelines plant has resurfaced, drawing investor focus back to a once-overlooked marine risk. Previously, jellyfish clogging the facility's cooling-water…
JD Sports Fashion plc lost about £545 million of equity value on Thursday morning. The estimated loss was almost 11 times the £50 million…
The market-value loss was roughly 10.9 times the £50m reduction in the guidance midpoint.
The U.S.-heavy North American business drove the group contraction.
Adjusted pre-tax profit, £m. The new midpoint is 12.0% below FY2025/26.
Pre-warning data Last updated 12 August 2026.
SHENZHEN, August 20, 2026, 16:05 CST — The founder of China Evergrande Group has been sentenced to life in prison, but creditor shortfalls remain…
| Developer | Ticker | Citi view | Target |
|---|---|---|---|
| China Resources Land | HKG:1109 | BUY | HK$35.00 |
| Longfor Group | HKG:0960 | BUY | HK$13.80 |
| China Vanke | HKG:2202 | SELL | HK$2.80 |
| Country Garden | HKG:2007 | SELL / HIGH RISK | HK$0.29 |
LIVEMarkets rolling coverageStarted: August 20, 2026, 3:42 AM EDTUpdated: August 20, 2026, 6:42 AM EDT Alibaba posts 9% revenue increase on surging AI cloud…
LEEDS, August 20, 2026, 08:10 BST — easyJet plc is set to halt all operations from Leeds Bradford Airport, with all flights ending after…
easyJet plc · LON:EZJ · investor snapshot
| Broker | Date | View | Target |
|---|---|---|---|
| JPMorgan | Aug. 7, 2026 | Hold | 715p |
| Morgan Stanley | July 28, 2026 | Hold | 715p |
| UBS | July 27, 2026 | Hold | 635p |
| Citigroup | July 13, 2026 | Hold | 715p |
| Barclays | July 8, 2026 | Buy | 690p |
The route exit is not the main downside. If the Apollo scheme fails, the 81% offer premium can unwind while fuel, load-factor and unit-revenue pressure returns to the centre of the valuation. Watch regulatory approvals, the shareholder vote, late-summer bookings and any wider network pruning.
Shares of DraftKings Inc. gained 5.3% on Wednesday after new promotions related to Major League Baseball betting spurred increased online searches. The stock finished…
Gold approached its highest point since early June on Thursday, as weaker Treasury yields and a dollar hovering close to three-month lows attracted buyers…
Ford Motor Company ended Wednesday's session up 4.1% after a new report suggested the Bronco lineup could expand to include both a hybrid model…
Bronco and Bronco Sport already represent one in every 6.4 Ford-brand U.S. vehicles. A wider family can improve mix only if it adds buyers rather than shifting them from Ranger or other Ford SUVs.
Recall letters are due to start Aug. 24 for 565,691 Broncos and Bronco Raptors. The reported wiring defect can short-circuit and raise fire risk. Ford will install sheathing free.
CAMBRIDGE, Massachusetts, August 19, 2026, 23:10 EDT — Moderna's stock soared nearly three times higher following a positive outcome in its melanoma program, but…
Market data: August 19, 2026 close, 16:00 EDT
Prepared after the U.S. session
Highest close in about three years
Phase 3 melanoma readout
One session, Financial Times estimate
Close × 399.24M shares
Investor read: the market priced a platform, not just a melanoma product. The $44 billion value gain equals about 14.7× Barclays’ $3 billion estimate for 2035 melanoma sales.
INTerpath-001 enrolled 1,137 patients with resected stage IIB-IV melanoma. No new safety signal was reported.
| Firm | View | Target |
|---|---|---|
| Piper Sandler | Overweight | $77 |
| Goldman Sachs | Neutral | $67 |
| Citigroup | Neutral | $60 |
| RBC Capital | Sector Perform | $45 |
| Wolfe Research | Underperform | $25 |
The $174.38 close is 126% above the old high target and 243% above the $50.84 consensus. These targets have not absorbed the trial result.
Bars share a $44 billion scale. The sales figure is an analyst estimate for melanoma in 2035, not company guidance.
| Next U.S. session | August 20, 09:30 EDT |
| Analyst model resets | Watch targets and probability assumptions |
| Medical presentation | Date not yet disclosed |
| Regulatory path | Companies are already in discussions |
| Possible availability | 2027, subject to approval |
SEOUL, August 20, 2026, 11:05 KST — Hyundai Motor Company stock advanced 1.5% following the debut of a more angular 2027 Tucson, spotlighting a…
KRX:005380 · Tucson 2027
The day's trading ranged from ₩408,000 to ₩421,000.
The 52-week range was ₩212,000 to ₩783,000.
Tucson reported 137,326 units sold through July
Hyundai's total units reached 533,048
Consensus from 31 analysts is Buy
Target range ₩463,129 to ₩900,000
The revamped model safeguards growth that outpaces the brand overall. Tucson deliveries in July surged at a rate five times higher than Hyundai’s overall U.S. sales.
The 2027 Tucson is required to maintain volume levels without resorting to substantial incentives. This will be the margin benchmark.
The consensus target suggests a potential upside of 61.2%, while the number of Strong Buy recommendations dropped from 17 in March to 15 in August.
Weak demand for the design, delays in manufacturing, rising costs or larger U.S. subsidies may erode the Tucson’s lead in volume. The unveiling provides a clearer boost to revenue than to profit margins.
