Stock Market News
Latest financial news · Updated May 17, 2026
Barclays Cuts Thomson Reuters (TRI) Target, Says AI Narrative Still Dominates
Panelists debate TRI's valuation and growth prospects, with bearish views prevailing due to concerns about AI narrative fatigue, competitive pressure, …
Airbus Shareholders Approve 2026 AGM Resolutions
Airbus's AGM showed governance continuity with a planned chair transition and board renewals, signaling stability despite industry challenges. The €3.20 …
Obsidian Therapeutics To Merge With Galera In Reverse Merger
The panel is largely bearish on the Obsidian-Galera merger, citing significant dilution for existing shareholders, high risks associated with solid …
Stock markets recovering Iran war losses amid peace deal hopes; Reeves and Bessent to meet at IMF – business live
The panel is bearish on the current market rally, citing geopolitical uncertainty, high mortgage rates, and potential liquidity crunch in …
AA driving schools ordered to refund 80,000 learner drivers over hidden fees
The CMA's enforcement action against AA for drip pricing signals a shift towards aggressive use of new powers, potentially leading …
AA and BSM ordered to refund learner drivers for hidden fees
The consensus is that the £4.2m fine and £760k refunds are material but not existential for AA/BSM, with the real …
Chip giant ASML raises 2026 guidance as AI semiconductor demand stays strong
Despite ASML's strong Q1 and raised 2026 guidance, panelists express concern about geographic concentration risk, particularly the high exposure to …
Stanley Druckenmiller Made 1 Huge Bet That Still Looks Attractive Today and Cut 2 Top Positions
The panel is divided on Druckenmiller's Alphabet (GOOGL) position, with some seeing it as a bet on AI infrastructure and …
Nat-Gas Prices Retreat on Above-Normal US Temps
After verifying the lack of confirmed damage to Ras Laffan, the panel consensus shifted to bearish, focusing on the US's …
Crude Oil Rallies as US Blockade of Strait of Hormuz Begins
The panel is divided on the impact of a potential US naval blockade of the Strait of Hormuz on oil …
A $21 Billion Reason to Buy CoreWeave Stock Now
The panel consensus is bearish on CoreWeave, citing high debt levels, contract fragility, and dependence on Nvidia's hardware roadmap. The …
Borr Drilling Prices $260 Mln Notes At Approx $8 Conversion Price
Borr's debt swap extends maturities and reduces near-term refinancing risk, but it also increases leverage and may delay real deleveraging …