Money Market Funds Face Yield Decline as Fed Rate Cuts Loom
Money market funds hit a record $7.8 trillion in assets, but strategists warn yields will drop as the Fed cuts rates, with forecasts showing declines through 2026.
Trump Media Stock Gains Follow Merger and Crypto Token Announcements
Trump Media stock rose 14.7% in December after announcing a $6 billion merger with TAE Technologies and plans to distribute cryptocurrency tokens to shareholders, with gains continuing into 2026.
Scotiabank Adjusts Verizon Price Target Amid Telecom Sector Review
Scotiabank lowered Verizon's price target to $48, citing aggressive holiday promotions but positive industry trends. Verizon's strong cash flow supports dividends and a planned Frontier acquisition.
Enterprise Products Downgraded by Raymond James Amid Sector Reset
Raymond James downgraded Enterprise Products Partners to Outperform from Strong Buy, citing a shift in focus toward execution and cash flow generation as the midstream sector enters 2026.
Americold Realty Trust Sees Analyst Price Target Increases Amid Sector Challenges
Scotiabank and UBS raised price targets for Americold Realty Trust in January, with Scotiabank warning of a tough year ahead for the cold storage sector. The REIT operates a global portfolio of over 230 temperature-controlled warehouses.
Cardano Founder Describes Crypto Industry Reset After Turbulent Period
Charles Hoskinson, founder of Cardano, compares the crypto industry's recent struggles to post-war Japan, citing market crashes, regulatory pressure, and unfulfilled promises. He outlines a 'fourth generation' of technology aimed at simplifying use and expanding adoption.
UBS Adjusts Price Target on National Storage Affiliates Trust
UBS lowered its price target on National Storage Affiliates Trust to $29, maintaining a Neutral rating. The firm also outlined its 2026 REIT outlook and highlighted NSA's recent joint venture activity.
UBS Upgrades Altria to Buy Citing Fading Volume Decline
UBS upgraded Altria Group to Buy, raising its price target to $63, citing that the worst of the cigarette volume decline may be fading. The firm expects better conditions by 2026.
Amazon Stock Positioned for 2026 Rally Amid Strong E-commerce and Cloud Performance
Amazon's stock, undervalued historically and versus retail peers, shows strong operating leverage in e-commerce and accelerating AWS revenue growth, with increased 2026 capex planned for AI infrastructure.
Hess Midstream Downgraded by Raymond James Amid Rating Reshuffle
Raymond James downgraded Hess Midstream LP to Market Perform, citing a shift in investor focus toward execution. The company reported Q3 2025 net income of $176 million and maintained strong margins.
Raymond James Upgrades Kinetik Holdings to Outperform Following Strong Quarterly Results
Raymond James upgraded Kinetik Holdings to Outperform with a $46 target, citing strong Q3 earnings and operational milestones like the Kings Landing project entering full service.
Apple and Google Announce AI Partnership for Future Features
Apple will use Google's Gemini to power upcoming Apple Intelligence features, including an enhanced Siri later this year. The announcement boosted Alphabet's stock to a record high.
Western Union Price Target Raised as Digital Push Continues
Keefe Bruyette raised Western Union's price target to $10. The company is advancing its digital transformation and plans a stablecoin for 2026.
LyondellBasell Price Target Cut by BofA Amid Sector Caution
BofA lowered LyondellBasell's price target to $46, citing sector oversupply and mixed demand. The company reported a $1.2 billion impairment charge and reduced 2026 CapEx guidance.
Economist Warns of Labor Recession Amid Market Highs
Danielle DiMartino Booth discusses Fed independence, credit card rate caps, and a labor market recession while markets remain near record highs.