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Find insight on Maersk, Wizz Air and more in the latest Market Talks covering the auto and transport sector.

(Bloomberg) -- Brent oil could extend declines to $60 a barrel by year-end as disruptions in the Strait of Hormuz ease, according to Citigroup Inc., adding to a chorus of bearish outlooks for the global crude market.Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileWhy the Great American State Fair Looks So EmptyGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonMeta Is Planning a Cloud Business to Sell AI Computing PowerRussia Indicates Ukraine Fi

The overall revisions trend heading into the start of the Q2 cycle remains positive, with expectations steadily increasing over recent months. JPMorgan, Bank of America, Citigroup, and Wells Fargo will help start the June-quarter reporting cycle for the Finance sector on July 14th.

The overall revisions trend heading into the start of the Q2 cycle remains positive, with expectations steadily increasing over recent months. JPMorgan, Bank of America, Citigroup, and Wells Fargo will help start the June-quarter reporting cycle for the Finance sector on July 14th.

Semiconductor stocks have been the most crowded corner of the AI trade in 2026. Memory company margins are at records, and chip ETFs have rallied sharply. The consensus view on Wall Street has been straightforward: As long as the biggest cloud platforms keep spending on AI infrastructure, demand ...

(Bloomberg) -- Investors in SpaceX have been largely flying blind since the company’s record-breaking IPO last month, with few financial projections to help determine what the stock is actually worth. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileMeta Is Planning a Cloud Business to Sell AI Computing PowerKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksSpaceX IPO Left Mirae

For most of the post-2008 era, Oppenheimer’s Chris Kotowski was the guy telling you to keep buying the big banks. He waved off the 2011 eurozone panic, the 2016 energy blowup, COVID, and the 2022 rate hikes. On June 30, 2026, he flipped. Kotowski cut Goldman Sachs (NYSE:GS), Morgan Stanley (NYSE:MS), Bank of America, and ... The Analyst Who Loved Bank Stocks for 15 Years Just Flipped. Here’s What He’s Buying Instead

The concerns for Wells Fargo starts with its failure to reach elite returns on equity—analysts see 15.3% this year versus a range of 17% to over 22% for Morgan Stanley JPMorgan Chase & Co. and Goldman Sachs Group Wells has seen falling net interest margins (the percent of the interest it earned on longer-term assets after subtracting the cost of interest-bearing accounts). Given that net interest margins are expected to drop 24 basis points year over year, net interest income growth would result from higher volumes.

Citigroup slashed its 12-month price targets for Bitcoin (BTC) and Ethereum (ETH), Reuters reported on July 1. The brokerage firm said in a note that it was forced to lower the forecasts due to three factors: lower investor appetite, exchange-traded fund (ETF) outflows, and the lack of ...

Investing.com -- Citi cut its price target on Strategy Inc. to $136 from $260 in a note Wednesday, while maintaining its Buy rating and High Risk designation, after revising its 12-month Bitcoin forecast 27% lower to approximately $81,800.

(Bloomberg) -- July is a great time to buy stocks. In fact, it’s been the best month for the S&P 500 Index in the past two decades. Bulls are finding comfort in that history ahead of what stands to be an eventful stretch.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingTrump Reports at Least $1.4 Billion in 2025 Crypto EarningsSupreme Court Backs Birthright Citizenship in Blow to TrumpDemocratic Socialist Ousts 15-Term House Incumbent in ColoradoUS Lifts Export Res

Citigroup slashed its 12-month forecasts for bitcoin and ether, saying weakening investor appetite, negative ‌exchange-traded fund flows and a lack of progress on ‌U.S. digital asset legislation have hurt the outlook for the two largest cryptocurrencies. The ​brokerage, in a note dated Tuesday, lowered its target for bitcoin to $82,000 from $112,000 and trimmed its ether forecast to $2,240 from $3,175. Bitcoin was last trading at $58,864.27, its weakest level since September 2024, having halved in ‌value from an all-time ⁠high of $126,223.18 in October last year.

(Bloomberg) -- The year was tipped to be a potential blockbuster in deals and the first half delivered, setting a pace that is likely to continue in the closing months of 2026.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingSupreme Court Backs Birthright Citizenship in Blow to TrumpTrump Reports at Least $1.4 Billion in 2025 Crypto EarningsWhatsApp Opens Username Reservations to 3 Billion UsersYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanFrom wel

(Bloomberg) -- Retail investors’ activity in the technology stocks known as the “Magnificent Seven” hit a four-year low in recent days after having been muted for months, according to Citigroup Inc. equity strategists.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanWhatsApp Opens Username Reservations to 3 Billion UsersTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsIran Ratchets Up Talk

Investing.com -- Citi raised its price target on Softbank to JPY255 from JPY240 and maintained its Buy rating in a note on Tuesday, citing strong earnings momentum and a medium-term plan that points to continued profit and dividend growth.

Investing.com -- Citi said in a note on Tuesday that bearish flows are building across the Nasdaq and S&P 500, with continued rotation into small caps signaling a divergence in global equity positioning led by the U.S. market.

(Bloomberg) -- It was supposed to be the deal that vaulted Mirae Asset Securities Co. into the global big leagues.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanUS Stocks Get Tech Boost After AI-Fueled Selloff: Markets WrapCook Stays at Fed But Trump Wins Power Over Other AgenciesPrabowo Risks Prompt Global Banks to Pull Cash Out of IndonesiaBut SpaceX’s record-breaking initial public offering

(Bloomberg) -- China’s Tencent Holdings Ltd. is ramping up buybacks as its Hong Kong-listed shares struggle to recover from a selloff that’s wiped out about $309 billion in market value since early October.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsUS Stocks Get Tech Boost After AI-Fueled Selloff: Markets WrapCook Stays at Fed But Trump Wins Power Over Other AgenciesYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanSupreme Court Leaves Tru

Wall Street sees strong demand for Innio’s gas-powered data center business, but many analysts say the AI power IPO already reflects much of that optimism.

Investing.com -- S&P Global Ratings affirmed the U.S.’s long-term sovereign credit rating at AA+ with a stable outlook, Bloomberg reported on Friday, citing the country’s resilient economy and expectations that fiscal deficits will remain elevated but stable.

Delta Air Lines will kick off second-quarter earnings season for major airlines on July 10, and things have been looking up for the group

Citigroup highlighted SanDisk as a prime beneficiary of the insatiable global demand for artificial intelligence memory and storage infrastructure.

Banks have been going on a dividend spree after sailing through the Federal Reserve’s latest stress test. Major banks rushed to announce increased dividends and buyback programs after acing the Fed’s latest test of their financial health. JPMorgan Chase Morgan Stanley Citigroup and Goldman Sachs all announced divided increases, while JPMorgan Chase and Morgan Stanley also detailed new buyback initiatives.

When Martin Leibowitz joined the Wall Street bond-trading firm Salomon Brothers in 1969, at age 33, he knew a lot about math and very little about bonds. If you knew the annual interest rate and the price of a bond, you could find the yield. “My initial reaction,” Leibowitz said in a 2017 podcast for the MIT Laboratory for Financial Engineering, “was you’ve got to be kidding.”

Citigroup heads into its second-quarter earnings report next month with analysts forecasting double-digit growth in its profitability.

The Federal Reserve said the nation’s largest banks could absorb $708 billion in losses and keep lending, though this year’s stress-test results won’t affect capital requirements.

(Bloomberg) -- All of the biggest US banks cleared the Federal Reserve’s annual stress test, setting the stage for lenders to boost buybacks and dividends. Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some RolesChipmakers Fall Anew in Run-Up to Micron’s Results: Markets WrapThe Debasement Trade Is Unraveling and Kevin Warsh Is One Big Rea

Investing.com -- Water solutions firm Ecolab’s shares rose after Citi initiated a positive catalyst watch on the stock, citing an improving cost environment and pricing momentum heading into the second half of the year.

(Bloomberg) -- SK Hynix Inc. is looking to raise 45.45 trillion won ($29.4 billion) by selling depositary receipts on the Nasdaq exchange.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some Roles‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100% Stock RallySpaceX Falls for Third Day, Erases $600 Billion in Market ValueKorean Stocks Tumble 10% as Extreme Volatility Rattles InvestorsThe company

(Bloomberg) -- ByteDance Ltd., the developer of TikTok, is in preliminary talks with banks for a borrowing of about $20 billion, people familiar with the matter said, in what would be the firm’s largest offshore loan yet at a time when it’s boosting investments in artificial intelligence.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some Roles‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100%