Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 28.11.2025


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CME Group Halts Trading Across Markets Over CyrusOne Cooling Issue

November 28, 2025, 1:30 AM EST. CME Group (CME) halted trading across its markets on November 28, 2025, due to a cooling issue at CyrusOne data centers. The outage paused activity on the derivatives exchange operator's platforms, with support teams working to resolve the problem. The incident highlights how data-center disruptions can disrupt market access and liquidity until services resume.

TD Securities Maintains Buy on Brookfield Renewable Partners; $49 12-Month Target Signals Upside

November 28, 2025, 1:28 AM EST. TD Securities reaffirmed a Buy rating on Brookfield Renewable Partners (BEP-UN:CA) and kept a 12-month target of $49. The firm highlights Brookfield Renewable's diversified global portfolio of hydro, wind, solar, and storage assets that deliver stable, contracted cash flows, earnings visibility and downside protection. A robust development pipeline supports a long-term growth thesis amid decarbonization trends, corporate PPAs, and rising electricity demand. Technically, the stock sits in a Neutral zone, but overall analyst sentiment remains positive, with a Buy consensus and a target near $40 per share in wider coverage. The piece frames Brookfield Renewable as a compelling long-term growth opportunity within the renewable energy sector.

Sudeep Pharma jumps on listing, up to 32% premium; IPO subscribed 93.71x; market cap above ₹8,500 crore

November 28, 2025, 1:14 AM EST. Sudeep Pharma Ltd on Friday listed at a premium and its stock surged as much as 32.20% over the IPO price, trading around ₹784. The issue was subscribed 93.71x on a ₹800 crore offer, with new shares worth ₹95 crore and an offer-for-sale of about 1.35 crore by existing investors. The listing price gave the company a market capitalization north of ₹8,500 crore. The stock rose despite the benchmark Sensex inching higher by around 0.25%. The IPO price band was ₹563-₹593 per share. Proceeds are earmarked for capital expenditure-new machinery for its Gujarat production line-and general corporate purposes. Sudeep Pharma describes itself as a technology-led manufacturer of excipients and speciality ingredients for the pharma, food, and nutrition industries.

Sealed Air Valuation Update: Is SEE Still Undervalued After a 30-Day Rally?

November 28, 2025, 1:00 AM EST. Sealed Air (SEE) has climbed to $43.01 as 30-day gains reach 27.66% and YTD gains are about 29.2%, with a 1-year TSR of 20.42%. Despite a sluggish three-year track record, the stock may still offer upside as the company expands its Protective business globally, notably into EMEA and Asia, tapping higher-growth markets and e-commerce trends. The latest fair value sits just above the last close at roughly $43.90, suggesting SEE remains near consensus but possibly undervalued. Risks include weakness in high-margin volumes and potential supply chain disruptions that could pressure margins. Read the full narrative for the assumptions behind the forecast and consider how the growth levers and risks could shape SEE's valuation.

Likewise Group plc (LON:LIKE): Is a 3.3% ROE a Sign the Market Will Reassess Despite Strong Earnings Growth?

November 28, 2025, 12:58 AM EST. Likewise Group plc (LON:LIKE) has fallen 12% over the last month, but its longer-term fundamentals look more constructive. The ROE stands at 3.3% (TTM to June 2025), well behind the industry average of ~26%. In contrast, five-year net income growth is a robust ~70%, suggesting other drivers such as strategic decisions or a low payout ratio. The market will ask whether this growth is already priced in, with the P/E ratio as a key gauge. While earnings growth supports a brighter narrative, the weak ROE raises questions about capital efficiency and near-term upside. A deeper look at payout, balance sheet strength, and sustainable growth will determine if weakness is a buying opportunity or a warning sign.

CGY:CA Stock Analysis and AI Signals – Calian Group Ltd (CGY:CA) Nov 28, 2025

November 28, 2025, 12:56 AM EST. AI-generated signals for Calian Group Ltd. (CGY:CA) surface updated trade ideas as of November 28, 2025. The plan features a Long setup: buy near 50.30 with a target of 55.49 and a stop at 50.05; and a Short setup near 55.49, targeting 50.30 with a stop at 55.77. Ratings for CGY:CA on November 28 show Near = Strong, Mid = Neutral, Long = Neutral. Updated AI-generated signals and a chart for Calian Group Ltd. (CGY:CA) are provided, offering a data-driven view to inform risk-managed trading decisions.

Reliance Industries hits fresh 52-week high; Jefferies reiterates Buy with Rs 1,785 target

November 28, 2025, 12:44 AM EST. Reliance Industries shares rose 1.1% to Rs 1,580, hitting a fresh 52-week high as Jefferies reiterates a Buy with a target price of Rs 1,785, implying an upside of over 14%. Year-to-date, the stock is up about 29% and the group's market cap stands at around Rs 21.35 lakh crore. Jefferies flags robust momentum across Reliance's three core pillars – digital services, retail, and oil-to-chemicals – with double-digit growth seen from FY26. The note also mentions potential tariff support from a Jio IPO and stronger recognition for FMCG as it scales. Additional optionality comes from new energy plans and a data-centre partnership with Google. The stock trades below its long-term EV/EBITDA mean, keeping risk-reward appealing.

Cipher Mining CIFR Valuation After 9% Surge: AWS Lease, Fair Value and Growth Outlook

November 28, 2025, 12:42 AM EST. Cipher Mining (CIFR) surged about 9% in a day, continuing a torrid 3-month run with returns up over 150% and a 1,916% three-year TSR. The latest move fuels talk that the stock might still offer upside beyond its 9% single-day gain. Proponents point to a fair value of $27.25 versus a last close of $19.15, suggesting a valuation gap from rising infrastructure deals and a large AWS lease: a $5.5 billion, 15-year deal that could anchor earnings visibility. However, traders should weigh the stock's 36.6x sales multiple against industry peers (vs. ~4.7x and 19.9x) and consider risks from power shortages and tech shifts.

Is There Opportunity in Kyndryl After Strategic Partnership News?

November 28, 2025, 12:40 AM EST. Investors are eyeing Kyndryl Holdings as a potential value play after its spin-off from IBM and a wave of new strategic partnerships. The stock has edged up 3.7% in the last week but remains down about 28% year to date, underscoring a transformation narrative that's still playing out. The market's focus on valuation channels includes a DCF-based intrinsic value of about $73.85, implying roughly a 65.6% discount to fair value and an indication the stock may be undervalued. However, the share is still down 26.7% vs peers over the past year, and analysts are watching how this pivot translates into sustainable earnings. As the article notes, traditional PE metrics and growth expectations will continue to shape sentiment as the strategy unfolds.

BTC Whale Inflows to Binance Surge; Entrée Capital Raises $300M Amid On-Chain Bets

November 28, 2025, 12:38 AM EST. CryptoQuant data show 30-day BTC inflows of $7.5B into Binance, the highest in a year. The pattern mirrors previous volatility spikes when BTC fell from ~$102k to ~$70k, with whales moving funds to exchanges to take profits or manage risk. But the 30-day inflow is still rising, so selling pressure has not yet stabilized. In corporate news, Entrée Capital has raised $300M for an early-stage fund, lifting AUM to $1.5B and targeting AI, cryptocurrency infrastructure, and deep tech across Israel, the UK, Europe and the US. On-chain activity includes a whale borrowing $5.5M USDT from Aave to buy 60.07 WBTC (total borrowings about $22.5M backed by 375.07 WBTC). Bitmine bought ETH worth about $44.3M from BitGo. Alliance DAO notes moat concerns for L1 tokens.

JP Morgan Cazenove Reiterates Neutral on British American Tobacco (BTAFF); One-Year Target Signals ~92% Upside

November 28, 2025, 12:28 AM EST. JP Morgan Cazenove has reiterated a Neutral stance on British American Tobacco p.l.c. (BTAFF) as of November 26, 2025. The bank's price target is $58.47 per share, implying about 92% upside from the latest close of $30.41. The target range runs from $39.59 to $71.33. The note points to a broad fund sentiment backdrop, with roughly 455 institutions holding BTAFF (about 641.5 million shares) and an average portfolio weight near 0.89%. Leading holders include AIVSX, ANCFX, GSIHX, CAIBX, and ABALX. The report also references a projected annual revenue of around $31.29B and a non-GAAP EPS of 4.49.

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