Core Viewpoint - Century Aluminum Company (NASDAQ:CENX) is experiencing positive momentum with increased price targets from analysts and strategic developments aimed at enhancing production capacity and job creation [1][2][3]. Group 1: Analyst Ratings and Price Targets - B. Riley raised Century Aluminum's price target to $64 from $37 while maintaining a Buy rating, citing the sale of the Hawesville facility as a mutually beneficial transaction potentially worth over $300 million [1]. - Wells Fargo increased the price target to $61 from $46, retaining an Overweight rating, and highlighted a healthy outlook for copper and aluminum markets in 2026 due to limited new supply and ongoing 50% US tariffs on imported steel and aluminum [2]. Group 2: Strategic Developments - Century Aluminum and Emirates Global Aluminium have engaged Bechtel for preliminary engineering on a new aluminum facility in Inola, Oklahoma, aimed at boosting US primary aluminum production, with plans to create 1,000 permanent jobs and 4,000 construction jobs by the end of 2026 [3]. Group 3: Company Overview - Century Aluminum Company produces aluminum and operates reduction plants in the United States and Iceland, offering a range of products including standard ingots, T-ingots, extrusion billets, and more [5].

Cardinal Health, Inc. (NYSE:CAH) is included among the 16 Best Dividend Stocks with Rising Payouts. Wells Fargo Raises Outlook on Cardinal Health (CAH), Cites Broad Business Strength On February 10, Wells Fargo raised its price recommendation on Cardinal Health, Inc. (NYSE:CAH) to $256 from $237. The firm reiterated its Overweight rating on the stock. The decision followed a strong Q2 performance, which led the firm to lift its earnings estimates. Wells Fargo pointed to broad strength across the business ...

Core Viewpoint - The SPDR Gold Trust (NYSE:GLD) is experiencing a nearly 2% increase due to significant geopolitical tensions and economic policy changes, particularly following President Trump's announcement of a new 10% global tariff after a Supreme Court ruling against his previous tariff measures [1][2]. Geopolitical Tensions - The U.S. is escalating military presence in the Middle East with two aircraft carriers and additional military assets deployed, coinciding with Iran's joint naval drills with Russia and threats to strike hostile targets [3]. - Polymarket traders estimate a 76% probability of a U.S. strike on Iran by December, indicating heightened market concerns regarding geopolitical stability [3]. Gold Market Dynamics - Gold prices have surged from approximately $3,000 to over $5,000 per ounce in the past year, reflecting increased demand driven by geopolitical uncertainties and economic policies [3]. - Polymarket traders predict a 77% chance that gold will reach $5,500 by June 30, with a 38% chance of hitting $6,000, and lower probabilities for $7,000 and $10,000 by year-end [4]. - Goldman Sachs projects a year-end target of $5,400 for gold, attributing the rally to "insurance-type demand" [4]. Central Bank Activity - Central banks are accumulating gold at an unprecedented rate, particularly following the freeze of approximately $300 billion in Russian reserves, which is altering reserve managers' perspectives on gold as an asset [5]. - Wells Fargo has raised its year-end gold price target to between $6,100 and $6,300, while UBS suggests a potential extreme upside scenario of $7,200 if geopolitical tensions and dollar weakness intensify [5].

SaaS Markets Have Crashed in 2026. But Is Private Credit the Even Bigger Risk? We all know software stocks have entered a bear market in 2026. But the debt side of software might end up being a much bigger deal.IGV is down 23%+ year-to-date. $285 billion in market cap wiped out in a single day. Software P/S ratios compressed from 9x to 6x — levels we haven’t seen since the mid-2010s. But it’s more than just stocks going down.It puts huge stress on private credit’s $600-750 billion exposure to software comp ...

Group 1 - Citigroup's Private Bank in North America has appointed Chad Reddy as the market executive for the West, enhancing its leadership team [1] - Chad Reddy brings 25 years of wealth management experience, having previously served as managing director and market leader at Bank of America Private Bank for over 15 years [1] - Reddy has also held senior leadership roles at Wells Fargo Private Bank, indicating a strong background in the industry [1] Group 2 - Reddy will report to Chris Biotti, who is the head of Citi Private Bank North America, suggesting a structured leadership hierarchy [1]

LATEST: 📈 Wells Fargo says the "YOLO" trade is set to return, as larger US tax refunds could push up to $150 million into Bitcoin and retail-favored equities by the end of March. https://t.co/ngsKwDobeS ...

Core Viewpoint - Qualcomm's stock has significantly declined from over $180 in early January to just above $140, erasing two years of gains and returning to 2020 price levels, leading to frustration among long-term investors [3][8] Group 1: Stock Performance - Qualcomm's shares have effectively round-tripped two years of progress, now sitting at levels last seen in 2020 [3] - The stock has fallen from early-January levels above $180 to around $140, indicating a substantial decline [8] Group 2: Analyst Sentiment - Recent guidance from Qualcomm's Q1 numbers has raised concerns about the smartphone cycle and the company's growth potential, leading to a shift in analyst ratings [4][5] - Analysts from Daiwa Securities Group and Morgan Stanley have downgraded Qualcomm's rating, with Wells Fargo maintaining a cautious stance [5] - Some analysts have set price targets in the low $130s, suggesting further downside potential [6] Group 3: Market Conditions - The bear argument highlights that while Qualcomm may appear underpriced, the stock could remain inexpensive if growth continues to underperform [6] - Cautious voices in the market suggest that the stock is already priced for muted growth, with risks of further declines if earnings disappoint [7] Group 4: Contrarian Opportunities - Despite the negative sentiment, the stock's RSI indicates extremely oversold conditions, attracting contrarian investors who may see a buy-the-dip opportunity [8]

According to CNBC, Wells Fargo analysts predict a return of the "YOLO" trade as the U.S. tax refund season approaches. They estimate that approximately $150 billion in tax refunds will flow into the market by the end of March, potentially boosting risk assets like Bitcoin and stocks. https://t.co/OzSP65DCed ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Rothschild & Co Redburn upgraded Dollar Tree (DLTR) to Buy from Neutral with a price target of $165, up from $75. The firm views the company's 12% earnings growth outlook as attractive at the stock's current valuation, particularly with the potential upside presented by its multi-price rollout. Truist upgraded ...

Core Insights - Genius Sports Limited (NYSE:GENI) is recognized as one of the 15 Best Small Cap Stocks to Buy according to Wall Street [1] Group 1: Partnership and Acquisitions - On February 10, 2026, Genius Sports announced a partnership with WPP Media to enhance brand investment in sports, utilizing Genius Sports' Fan Graph and FANHub, leading to the creation of the WPP Brand Sports Momentum Score [2] - On February 6, 2026, Genius Sports entered into a definitive agreement to acquire Legend, a global digital sports and gaming media network, in a deal valued at up to $1.2 billion, which includes $900 million at closing and up to $300 million in earnouts [4] - Wells Fargo lowered its price target on Genius Sports to $10 from $16 while maintaining an Overweight rating, citing uncertainty regarding the acquisition of Legend [3] Group 2: Financial Performance - For the fiscal year ended December 31, 2025, Genius Sports reported preliminary unaudited results showing Group revenue of $669 million, a 31% increase year over year, and Group adjusted EBITDA of $136 million, a 59% increase year over year, with a 20% margin [5] - For 2026, on a standalone basis, Genius Sports expects Group revenue to be approximately $810 million to $820 million and Group adjusted EBITDA to be approximately $180 million to $190 million [5] Group 3: Company Overview - Genius Sports Limited develops and sells technology-driven products and services for sports leagues, sports betting operators, and media companies, including live data infrastructure, streaming solutions, and integrity monitoring services [6]