Bank of America has lowered its outlook for Canada’s economy, citing trade tensions with the US and political uncertainty ahead of a likely snap election.
The bank now expects Canada’s gross domestic product to grow 1.5% in 2025, down from a previous estimate of 2.4%, and has trimmed its 2026 forecast to 2% from 2.2%.
Nvidia Corp (NASDAQ:NVDA, ETR:NVD) has earned a repeat ‘Buy’ rating from analysts at Bank of America following its GTC Conference earlier this week.
Analysts continue to view Nvidia as a top pick following the GTC 2025 financial analyst Q&A session, which focused on Nvidia’s growing total addressable market (TAM) beyond cloud service providers (CSPs) to enterprises and physical AI applications.
From potential changes in government healthcare policies to persistent inflationary pressures and evolving investment strategies, the US healthcare sector is facing a convergence of economic, regulatory, and political forces that could reshape the industry’s trajectory for years to come.
As the industry emerges from the lingering effects of the COVID-19 pandemic, healthcare companies must adapt to new cost structures, shifting reimbursement models, and an increasingly competitive landscape.
Ceres Power Holdings PLC (LSE:CWR, OTC:CPWHF) shares fell 10% to 64.15p on Friday after its final results - a cue for Panmure Liberum to slash its price target from 700p to 150p.
Even so, the broker is sticking with its ‘buy’ rating, arguing that the sell-off—largely triggered by Bosch walking away from its partnership—is overdone.
Santacruz Silver Mining Ltd (TSX-V:SCZ, OTC:SZSMF)’s plan to accelerate its debt payments to Glencore will save $40 million and clean up its balance sheet, making the company more attractive to investors, according to analysts at Atrium Research.
On Thursday, Santacruz announced that it has structured and implemented a new plan to exercise its option to accelerate its payments to Glencore in consideration for its Bolivian mining assets.
Panmure Liberum has reiterated its ‘buy’ rating on Helium One Global Ltd (AIM:HE1, OTCQB:HLOGF) and maintained its price target at 3.6p, following interim results that confirmed the company is edging closer to maiden production.
The helium explorer and developer posted a first-half loss of $1.9m - expected at this pre-revenue stage - with net cash of $10m after a recent fundraise.
Rio Tinto Ltd (LSE:RIO, ASX:RIO, OTC:RTNTF) is one of JPMorgan’s top picks in the copper sector, as the investment bank doubled down on its bullish outlook for the red metal in 2025.
In a fresh research note, analysts said they expect global copper supply to fall short of demand starting next year, with the deficit widening significantly by the end of the decade.
Carvana Co. (NYSE:CVNA) shares added more than 5% on Thursday after it received positive reports from two brokers.
Bank of America analysts believe that Amazon Autos’ expansion could boost sales for other online auto retailers.
Africa Oil Corp (TSX:AOI) has completed its long-awaited consolidation of Prime shareholding, a move hailed as “transformational” for the company by analysts at Peel Hunt.
The deal doubles Africa Oil's reserves and production through high-quality offshore assets in Nigeria that offer low lifting costs, Brent-linked pricing, and a favorable fiscal environment, analysts highlighted.
Five Below (NASDAQ:FIVE) shares added more than 6% as the discount retailer reported better-than-expected results for the fourth quarter and upbeat quarterly guidance.
For the quarter ending February 1, 2025, Five Below posted sales of $1.39 billion, up 4% from the year-ago quarter and ahead of estimates of $1.38 billion.
Tesla Inc's (NASDAQ:TSLA) stock is in trouble and, according to Wedbush analyst Dan Ives, there’s only one person who can fix it: Elon Musk.
Investors have been growing uneasy as Musk’s attention shifts away from Tesla, with his focus on DOGE (Department of Government Efficiency) and political entanglements creating a “brand tornado crisis”.
Diversified Energy Company PLC (LSE:DEC, NYSE:DEC) has a number of tailwinds behind it, that’s according to analysts at Stifel, who see substantial upside to the current price.
Stifel, in a note, highlighted that guidance provided in Monday’s results statement was significantly ahead of both the broker’s expectations and consensus.
Gold prices have surged to new record highs, and according to UBS, this wasn’t a surprise - it was more a matter of when rather than if it would happen.
With global uncertainty growing, trade tensions rising, and the US dollar weakening, gold has had plenty of reasons to climb.
General Mills Inc (NYSE:GIS, ETR:GRM) reported better-than-expected profits for the fiscal third quarter but weak guidance saw shares of the consumer packaged goods giant fall in early trade on Wednesday.
Quarterly earnings per share (EPS) of $1.12 beat estimates of $1 but revenue of $4.8 billion was short of estimates of $4.96.
Nike Inc (NYSE:NKE, ETR:NKE) will report its third quarter earnings this week and investors will be more focused on the words rather than the numbers, analysts at Bank of America believe.
“We argue Q3 results will matter less than the message about the product reset cycle and evidence new product is resonating,” analysts wrote in a note to clients.
Protalix Biotherapeutics Inc (NYSE-A:PLX) reported increased product revenues for 2024, driven by higher sales of its Fabry disease treatment, Elfabrio, to partner Chiesi Rare Disease.
The company’s improving financial position and revenue outlook have analysts projecting further upside following the release of its full year 2024 results.
Salesforce Inc (NYSE:CRM, ETR:FOO) is emerging as the next Growth at a Reasonable Price (GARP) stock, according to analysts at Bank of America who see the company's focus on improving sales and marketing efficiency as a primary driver of margin leverage.
“We continue to believe that Salesforce is emerging as the next quality GARP stock with enduring low-double-digit top-line growth and steady margin expansion of 50 to 100 basis points from ongoing sales/marketing leverage,” the bank’s analysts wrote in a note to clients.
Bit Digital Inc (NASDAQ:BTBT) has earned a repeat ‘Outperform’ rating from analysts at Noble Capital Research, who remain bullish on the Bitcoin mining and high performance computing (HPC) firm following the release of its fiscal 2024 financial report.
“The 2024 fiscal year was transformative for Bit Digital, as the company expanded into the colocation business with the acquisition of Enovum,” Noble’s analysts wrote in a note to clients.
Shell PLC's (LSE:SHEL, NYSE:SHEL) strategy update on Tuesday March 25 isn’t expected to bring any big surprises, but that’s not necessarily a bad thing.
RBC Capital sees the oil giant sticking to its current playbook of cutting costs, keeping capital spending in check, and focusing on its liquefied natural gas (LNG) business.
atai Life Sciences (NASDAQ:ATAI, ETR:9VC) is entering a pivotal period with data from several key trials expected in 2025 and 2026, analysts at Jefferies have highlighted following the company's fourth quarter update.
“We see a catalyst-rich period with five-plus Phase 2/3 central nervous systems/neuro readouts in 2025 to 2026,” the analysts wrote in a note to clients.
Accesso Technology Group PLC (AIM:ACSO, OTC:LOQPF) has announced the appointment of Lee Cowie as its new chief operating officer (COO).
Cowie brings over 15 years of senior international executive experience, having held leadership positions in both B2B and B2C sectors.
Sarepta Therapeutics Inc (NASDAQ:SRPT) shares plunged more than 21% after it revealed a patient with Duchenne muscular dystrophy (DMD) has died following treatment with its gene therapy ELEVIDYS.
Although acute liver injury is a known potential side effect of ELEVIDYS and similar therapies, this level of severity had not been previously reported, the company said in a statement.
This week's Nvidia Corp (NASDAQ:NVDA, ETR:NVD) GTC Conference is shaping up to be a wake-up call for tech investors.
Despite recent market jitters over Trump-era tariffs and economic uncertainty, analysts at Wedbush believe the event will refocus attention on the unstoppable force that is the AI revolution.
JP Morgan has resumed coverage of Rio Tinto Ltd (LSE:RIO, ASX:RIO, OTC:RTNTF) with an upbeat assessment of the prospects for the mining major - encapsulated in its 'overweight' stance on the stock and its price target of 5,920p, implying a 20% upside.
The investment bank now sees Rio as its top pick among European, Middle Eastern, and African diversified miners, citing strong growth prospects and an attractive valuation.
Nvidia Corp (NASDAQ:NVDA, ETR:NVD) is expected to provide investors with insights into its upcoming architectures at its GTC Conference, which kicks off on Tuesday.
Analysts at Wedbush expect to receive positive feedback about current supply and demand conditions for Nvidia’s GB200 systems.
PepsiCo Inc (NASDAQ:PEP, ETR:PEP) has announced the acquisition of Poppi, a fast-growing functional soda brand, for $1.95 billion.
The deal, which includes a $300 million anticipated tax benefit, aims to boost Pepsi’s presence in the rapidly expanding modern soda market.
Micron Technology Inc (NASDAQ:MU) is expected to report fiscal second quarter financial results in line with its guidance, with analysts at Wedbush expecting “modest deviations” from the company’s projections.
They see potential revenue upside but some margin risk due to softer pricing in Q1 and changes in product mix.
Manchester United Plc (NYSE:MANU) shares are a ‘Buy’ but the football club’s revenue forecast of £690 million for the year is very unlikely to be achievable, that’s according to UBS analyst Ivar Billfalk-Kelly.
The Swiss bank’s own revenue forecast is pitched at £662 million, and it is based on United finishing the premier league in fifteenth place and doesn’t assume any European success.
After the gold price notched a new record high above $3,000 per ounce at the end of last week, the price is trundling sideways at just under $2,900 this morning.
The metal has gained 14% in the year to-date, following a 27% gain in 2024.