Apple Inc (NASDAQ:AAPL, ETR:APC) is seeing strong early demand for its newly unveiled iPhone 17 lineup, according to analysts at Wedbush, who reiterated their ‘Outperform’ rating and $270 price target on the stock.
Shares traded hands at $233 on Friday afternoon.
Berenberg has cut its rating on Central Asia Metals PLC (AIM:CAML, OTC:CAMLF) to “hold”, lowering the price target to 170p after a sharp fall in the shares following half-year results.
The stock dropped more than 13% when management swapped part of the expected interim dividend for a $10 million share buyback.
Copper prices have once again exceeded US$10,000 a ton, or US$4.68 per pound, and at least one analyst thinks the metal’s ratio to the gold price could indicate a continuation of the recent rally in US stocks.
“This is significant, the copper price is often considered a proxy for global growth, and it has only ever breached this level a handful of times, most recently in March,” XTB research director Kathleen Brooks wrote in note to clients.
AppLovin Corp (NASDAQ:APP) received a price target increase from Wedbush, which reiterated its 'Outperform' rating and lifted its 12-month target to $725 from $620, citing confidence in the company’s ability to sustain rapid growth at high margins.
The stock is up 8% this week at about $580 per share, giving the mobile technology firm a market capitalization of about $198 billion.
SoundHorn AI (NASDAQ:SOUN) has agreed to acquire Interactions, a provider of conversational AI and customer service automation, in a deal analysts at Wedbush called “another smart step in the right direction.”
“We believe this was a smart strategic move by SoundHorn that will increase choice, flexibility, and scale for its customers and will better position the company to meet this transformational market shift coming towards more agentic interactions while broadening its customer portfolio,” the analysts wrote in a note.
US consumer prices rose in August, reinforcing expectations that the Federal Reserve will lower interest rates next week even as inflation remains above target.
Data from the Bureau of Labor Statistics showed the consumer price index (CPI) rose 2.9% from a year earlier, up from 2.7% in July and in line with economists’ forecasts.
Apple Inc's (NASDAQ:AAPL, ETR:APC) latest product showcase left few surprises, but Goldman Sachs thinks the mix of incremental improvements and quiet price shifts will keep demand ticking over.
The broker remains a buyer of the stock with a $266 price target, implying 13.5% upside from the current $234.35.
Deutsche Bank Research has raised its forecast for US equities, arguing that the market has proved more resilient than expected in the wake of tariff disruptions.
Following the sharp “Liberation Day” selloff, the S&P 500 swiftly rebounded, returning by early July to what analysts described as the “very robust uptrend channel” that has been in place for three years.
Investors in JD Sports Fashion PLC (LSE:JD., OTC:JDSPY) will not have long to wait for the next update: half-year results land on 24 September.
Ahead of that, Citi has nudged up its full-year profit forecast to £906 million, slightly ahead of consensus at £885 million.
Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) (TSMC) saw its total sales in August climb 24% year over year to NT$335.77 billion, which places the world’s biggest contract chipmaker solidly ahead of plan with about 70% of expected Q3 sales booked, according to analysts at Wedbush.
They noted that a weaker Taiwan dollar (NT$) is benefiting TSMC sales in local currency, while also pointing out that the company in recent quarters has outperformed expectations in the first two months of the quarter before then reporting results closer to the initial guide.
Apple Inc's (NASDAQ:AAPL, ETR:APC) latest iPhone launch, this time headlined by a thinner, lighter model called the iPhone Air, is as much a statement of strategy as it is of design.
But whether this marks the start of a long-awaited upgrade cycle or simply a well-marketed refresh may take a while to show up in the numbers.
The majority of tariff-driven inflation has already filtered into US consumer prices, with additional effects still to come, according to economists at Deutsche Bank.
“As of July, relative to their 2024 trend, prices for high import share core PCE goods are about 1.3% higher, which has boosted the overall core PCE level by about 30 basis points,” analysts wrote in a note.
Analysts were guardedly optimistic on the prospects for Accesso Technology Group PLC (LSE:ACSO, OTC:LOQPF), the ticketing and queuing software group, after half-year results showed the business keeping guidance intact despite a bumpy start to 2025.
Revenue for the six months to June fell 2% to $68.9m, with extreme weather in June blamed for a sharp drop in visitor numbers at key attractions. Transactional income, which makes up nearly three-quarters of the total, slipped almost 4%.
Roblox Corp (NYSE:RBLX) remains Wedbush’s top growth idea in the video game sector after the firm attended the Roblox Developer Conference (RDC) earlier this month.
The analysts reiterated their ‘Outperform’ rating and $165 price target, highlighting what it called a “plethora of expansion opportunities” across safety, engagement, monetization, and advertising.
Analysts at Noble Capital Markets repeated their ‘Outperform’ rating on Bit Digital Inc (NASDAQ:BTBT), encouraged by the company’s August Ethereum treasury and staking update.
As of August 31, 2025, Bit Digital reported holding approximately 121,252 Ethereum, including around 15,084 Ethereum and Ethereum-equivalents in an externally managed fund and roughly 5,094 Ethereum on an as-converted basis from LsETH using Coinbase’s conversion rate.
Bank of America thinks the next big move in bond yields is down, not up. That single line matters more than any recent data point.
If Treasuries head towards 4% rather than 6%, as Michael Hartnett and his team suggest, the beneficiaries will be the neglected corners of the equity market: small caps, real estate and biotech.
Big investors kept their nerve through August, with State Street’s Risk Appetite Index staying in positive territory for a fourth straight month. It suggests that institutions are still leaning into risk, even as they quietly make room for more cash and bonds.
Markets had every reason to wobble. Tensions over US fiscal policy, central bank independence and sticky inflation all loomed large.
Gaming Realms PLC (LSE:GMR, OTCQX:PSDMF) posted a solid set of half-year results on Monday, with revenue up 18% and adjusted earnings before interest, tax, depreciation and amortisation rising 30%, both in line with expectations.
Net cash jumped by £5.5m to £19m, and Peel Hunt now sees that figure rising further to £22.5m by the end of the year.
Bond yields are drifting lower again, and JP Morgan thinks that could help stabilise equity markets after a summer of leadership churn and rising uncertainty.
The US 10-year yield, now just below 4.1%, is back at year-to-date lows once you strip out the brief panic around June’s "Liberation Day" risk-off move.
Zephyr Energy PLC's (AIM:ZPHR, OTCQB:ZPHRF) recently completed acquisition in the US Rocky Mountains has prompted upbeat assessments from sector analysts, who see material growth potential and a near-term news flow pipeline that could help re-rate the company’s share price.
The deal, worth $7.3 million, brought in mature, high-margin production assets while expanding Zephyr’s footprint in its long-standing core area.
Pantheon Resources PLC (AIM:PANR, OTCQX:PTHRF) shares traded higher on Monday after a positive update from Alaska, where drilling was completed for the Dubhe-1 appraisal well.
The Dubhe-1 appraisal well, in Alaska’s North Slope, reached a depth of 15,800 feet, with the well’s lateral section cutting about 5,200 feet in the SMD-B reservoir, exceeding a pre-drill target of 3,000 to 4,000 feet.