NEW YORK — The era of unchecked optimism for Silicon Valley’s artificial intelligence ambitions faced its sternest test this week. UBS Global Wealth Management has officially downgraded the U.S. Information Technology sector from “Attractive” to “Neutral,” sending a ripple of caution through global markets as of February 17, 2026.
Palantir and AST SpaceMobile have soared as much as 1,630% over the trailing three years -- but not everyone on Wall Street shares enthusiasm for these stocks.
In a bold declaration that signals a new era of consolidation in the asset management industry, Victory Capital Holdings, Inc. (NASDAQ:VCTR) has officially set its sights on joining the elite "trillion-dollar club." Speaking at the UBS Financial Services Conference on February 10, 2026, Chairman and CEO David Brown detailed
In a bold proclamation that has sent ripples through global financial markets, David Solomon, CEO of The Goldman Sachs Group Inc. (NYSE: GS), has signaled that 2026 is on track to become one of the most prolific years for mergers and acquisitions (M&A) in history. Speaking at the UBS
In a bold proclamation that has sent ripples through the global financial markets, David Solomon, the Chairman and CEO of Goldman Sachs (NYSE:GS), predicted that 2026 is on track to become one of the most prolific years for mergers and acquisitions in history. Speaking at the UBS Financial Services
In a high-stakes forecast that has captured the attention of retail investors and institutional desks alike, analysts at UBS Group AG (NYSE:UBS) have released a strikingly optimistic earnings preview for Walmart Inc. (NYSE:WMT). As the retail giant prepares to pull back the curtain on its fourth-quarter results for
As Paychex has underperformed relative to the broader market over the past year, Wall Street analysts maintain a cautious outlook on the stock’s prospects.
The volatility of the global gambling sector has been on full display recently, with industry titan Flutter Entertainment (NYSE: FLUT) finding itself at the center of a significant market re-evaluation. On February 13, 2026, the company’s stock plummeted 11.5% in a single trading session, sent reeling by a "perfect storm" of regulatory headwinds, tax hikes, [...]
The market has been punishing many software stocks recently due to fears that artificial intelligence will disrupt the software-as-a-service business model.
In a week that has sent ripples through the core of Wall Street’s advisory business, Morgan Stanley (NYSE: MS) saw its shares retreat by nearly 5% between February 9 and February 13, 2026. The sell-off, which vaporized billions in market capitalization for the firm, was catalyzed by a growing
In a move that signals the dawn of a new era for the American energy landscape, Devon Energy (NYSE: DVN) and Coterra Energy (NYSE: CTRA) have officially announced a definitive merger agreement to create a $58 billion "super-independent" powerhouse. The $21.4 billion all-stock transaction, unveiled on February 2, 2026,
The global gold market has officially entered a new regime. As 2025 came to a close, the final data confirmed what many analysts had suspected: the world’s appetite for bullion has reached an unprecedented scale, fueled by a perfect storm of geopolitical anxiety, institutional rebalancing, and a concerted shift
Although Travelers has surpassed the broader market over the past year, Wall Street analysts maintain a cautiously optimistic outlook about the stock’s prospects.
Several Wall Street firms have raised price targets on Applied Materials ahead of earnings, with targets implying upsides in the range of 7% to 25% from the stock’s last close.
