Morgan Stanley Turns Bullish on Macy’s, Bearish on Lululemon
Morgan Stanley likes Macy’s on recovery hopes but is cautious on Lululemon due to growth and competition risks.
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Netanyahu and Defense Ministry Oppose ZIM Sale to Hapag-Lloyd
Concerns over golden share, Mediterranean routes, and Qatar/Saudi investors put the deal at risk.
Trump’s Praise Triggers Second Dell Stock Rally in 2026
The president has also favorably mentioned Micron, Intel, AMD, Hewlett Packard Enterprise, and several other publicly traded companies since beginning his second term in the White House.
Microsoft Axes 3,200 Xbox Jobs and Spins Out Five Studios in Major Reset
Microsoft is eliminating around 4,800 jobs, including 3,200 at Xbox (20% of its workforce), as part of a major restructuring. 1,600 cuts hit immediately, with more phased through 2027 amid profitability push and AI shift.
Lockheed Martin to Acquire Ultra Maritime for $3.45 Billion to Strengthen Undersea Warfare
Lockheed Martin is acquiring undersea warfare leader Ultra Maritime for $3.45 billion to boost its sonar, sonobuoy, and anti-submarine capabilities.
Solstice to Acquire Element Solutions for $14.5B to Strengthen AI and Semiconductor Position
The acquisition strengthens its position in AI, semiconductors, and advanced materials. Expected to close in H1 2027.