WS #11078
No material new developments in the last 30 minutes. The previous synthesis remains current with no new data points to alter the prevailing thesis.
Topics
Key developments
- Oppenheimer downgrades Goldman Sachs, Morgan Stanley, Citigroup, Bank of America
- AeroVironment shares surge 28% on Q4 beat, defense spending tailwind
- European Commission opens antitrust investigation into Align Technology over Invisalign
- US envoys in Doha for indirect Iran talks; Strait of Hormuz traffic rises 50%
- Russia boosts crude exports to record as prices tumble
- Piper Sandler initiates Visa, Mastercard, Capital One, American Express, Affirm with Overweight
- US lawmakers probe Merck and AbbVie over China drug trials
- PetMed Express confirms $3/share acquisition proposal from SilverCape