Stock Market News
Latest financial news · Updated May 17, 2026
Stocks Settle Higher in Hopes for an Agreement to End the Iran War
The panel consensus is bearish, with a focus on the narrow, sector-driven rally and the potential risks from geopolitical tensions, …
The Goldman Sachs Group, Inc. Q1 2026 Earnings Call Summary
Panelists have mixed views on Goldman Sachs' Q1 2026 performance, with concerns around private credit stress, reliance on IPOs and …
Nvidia Denies Acquisition Rumor That Sparked Dell, HP Rise
Despite the denial, Nvidia's strategic moves in AI compute stack are being priced in by the market. While a full …
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 …