Investing.com -- Energy drink sales are surging, and it’s not just a macroeconomic rebound driving the trend, according to Jefferies. “Category growth is accelerating... and it’s not all macro,” the firm’s analysts said in a note this week, highlighting that energy drinks are growing 15% thanks to better execution, product innovation, and rising consumer value perception. Reta ...
Investing.com -- Trump’s threat to slap a 200% tariff on pharmaceutical imports, made offhandedly at a cabinet meeting, has sparked a selloff in some drug stocks, but analysts say the number may be more political posturing than economic policy. He floated the figure while saying companies would have “about a year, a year and a half” to bring production back to the U.S. Bernstein sees th ...
Investing.com -- The long standing theme of US exceptionalism in equities is showing signs of fatigue, according to Nomura, as global investors increasingly redirect capital toward Europe and emerging markets. High-frequency ETF data reflects a meaningful moderation in inflows into US-focused offshore-listed equity funds. Over the past 20 weeks, such funds have seen net outflows in 11 weeks, ...
Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week. InvestingPro subscribers always get first dibs on market-moving AI analyst comments. Upgrade today! Microsoft upgraded at Oppenheimer on AI, cloud momentum Oppenheimer raised its rating on Microsoft (NASDAQ:MSFT) stock to Outperform from Perform and set a new price target of $600, citing ...