Millennial Potash Corp (TSX-V:MLP, OTCQB:MLPNF, FRA:XOD) has earned a ‘Buy’ rating in initial coverage from SCP Equity Research analysts, who highlighted the company’s Banio Potash project in Gabon, West Africa, as a high-potential development in the global potash market.
Millennial Potash acquired the Banio project in 2022. The deposit, located near the coast along a planned port expansion, has been compared geologically to producing solution mines in the neighbouring Republic of Congo.
The coming technology earnings season will test a simple question: is the vast spending on artificial intelligence starting to deliver tangible returns?
That is the core issue investors will be listening for as results roll in from the world’s largest technology groups, according to a note this week from Wedbush.
CelLBxHealth PLC (AIM:CLBX, OTCQB:ANPCF, FRA:DWV) is a recovery story with asymmetric upside. In a note published on Friday, Cavendish reiterated its 4p price target, implying more than 300% upside from current levels, after the company confirmed that forecasts for 2026 to 2028 remain intact.
The broker played down a modest revenue miss in 2025, caused by around £0.2 million of contracts slipping into the first quarter of this year, arguing it is largely irrelevant in the context of a much bigger reset now under way.
UBS expects gold to keep rising after hitting fresh record highs. The broker said bullion has already climbed around 7% this year after a near 65% gain in 2025. Even so, it sees gold reaching USD 5,000/oz in the coming months.
Analysts at UBS linked the call to higher hedging demand. It pointed to ongoing macroeconomic concerns, policy uncertainty and geopolitical risks. The note flagged renewed tension in the Middle East and said investors remain focused on energy flows through the Strait of Hormuz.
Novo Nordisk (NYSE:NVO) long-awaited obesity pill is unlikely to deliver clear early signals on demand, UBS has warned, even as the Swiss bank raised its price target on the Danish drugmaker’s shares by nearly a third.
In a note, UBS said that investor focus on initial prescription data for oral Wegovy risked being misplaced, as the figures would not fully capture the early stages of the launch.
The UK economy is not in quite as bad a place as had been thought, new figures from the Office for National Statistics showed on Thursday morning, with economists saying it reduces the likelihood of an interest rate cut next month.
UK GDP rose by 0.3% in November, beating market expectations of 0.1% and easing fears of a contraction in the fourth quarter.
Global business and political leaders are set to converge in Davos, Switzerland next week for the World Economic Forum, where Wedbush analysts believe the rapid acceleration of artificial intelligence is expected to dominate discussions amid a complex geopolitical and economic backdrop.
The analysts wrote that the conference will highlight what it described as an “AI Revolution arms race in motion,” with major technology companies including Google, Amazon, Apple, IBM, Meta, Microsoft, Nvidia and Palantir expected to play a central role in the dialogue.
The start of 2026 is a pivotal time for US monetary policy as Federal Reserve Chair Jerome Powell nears the end of his term amid rising scrutiny and internal policy divisions, according to Wells Fargo & Co (NYSE:WFC, XETRA:NWT) analysts.
Powell’s final months as chair are unfolding during what the analysts wrote is a period of “intense pressure on the US central bank and divided views among policymakers about the appropriate stance of monetary policy.”
Jersey Oil and Gas PLC (AIM:JOG, OTC:JYOGF) is tipped for very substantial upside, as the house broker repeated a 'buy' rating. It comes as the small-cap North Sea oil and gas firm this morning confirmed it is continuing work on the best development plan for Buchan, after the UK Government’s regulatory and fiscal consultations were clarified.
Cavendish said an optimal approach could improve project value by aligning spending with the Energy Profits Levy timetable, with the broker pointing to an 84.25% tax offset for qualifying investments up to March 2030.
Citi has lifted its near-term view on oil, upgrading its 0–3 month Brent forecast to US$70 a barrel as it sees rising geopolitical risk feeding a higher risk premium.
With Brent around US$65/bbl, the American bank said the latest rally “has room to extend” beyond its previous US$55–65/bbl range in the coming days.
Analysts at JPMorgan repeated a cautious stance on European oil and gas equities into 4Q reporting season, with the American bank highlighting a more challenging 2026 backdrop as oversupply risks are seen as building.
The bank also flagged valuation and expectations. It said an 8.1% 2026e free cash flow yield at the forward strip Brent is “rich” versus the long-term average. It added that consensus EPS expectations “appear full”.
Caledonia Mining Corporation PLC (AIM:CMCL, NYSE-A:CMCL, VFEX:CMCL) ended FY25 with production broadly in line with its upgraded guidance, highlighted broker Cavendish, despite a softer fourth quarter at Blanket in Zimbabwe.
The stockbroker noted Q25 output was 17,400 ounces of gold, slightly behind its expectations after lower tonnages of higher-grade ore and power interruptions late in the period.
Wedbush analysts said recent changes at Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) reflect a more disciplined and intentional investment approach, even as the company continues to spend heavily on artificial intelligence and hardware initiatives.
The assessment follows a series of reports pointing to job cuts and a reallocation of resources within Meta’s Reality Labs unit as the company refocuses on consumer hardware and wearables.
US consumer inflation showed further signs of moderation in December, according to data from the Bureau of Labor Statistics released on Tuesday.
Core consumer prices, which exclude volatile food and energy costs, rose 0.2% month-over-month and 2.6% year-over-year, the slowest annual pace since March 2021.
Planet Labs (NYSE:PL) shares jumped nearly 12% to about $25 after the company announced a new multi-year, nine-figure agreement with the Swedish Armed Forces to provide satellites, space-based data, and awareness solutions to support Sweden’s military and security operations.
Under the agreement, Sweden will own a suite of Planet satellites and will have access to the company’s high-resolution data and intelligence products.
Noble Capital Markets analysts have maintained their ‘Market Perform’ rating on MustGrow Biologics Corp. (TSX-V:MGRO, OTCQB:MGROF) following the company’s announcement of a proposed equity financing, citing continued commercial progress alongside near-term execution considerations.
MustGrow said it plans to raise up to $2 million through a non-brokered private placement of up to 4 million units priced at $0.50 per unit. Each unit will include one common share and one common share purchase warrant, with each whole warrant exercisable for 60 months at an exercise price of $0.70 per share.
Wedbush has reiterated its 'outperform' rating on Apple Inc (NASDAQ:AAPL, XETRA:APC), arguing that the tech giant is on the brink of a major growth cycle driven by artificial intelligence and underpinned by the strength of its services business.
In a detailed note to clients, analysts at the US broker said Apple is entering what they call an “AI-driven renaissance”, with a raft of new AI-powered features expected to be introduced across iPhone and Mac devices in 2026.
In terms of sector themes, JP Morgan is sticking with “the cyclicals”, arguing the backdrop for 2026 looks increasingly supportive as the growth–inflation trade-off improves.
The American bank, in its latest strategy view, said it expects cyclical sectors to outperform within a constructive equity outlook, helped by what it sees as ongoing Value leadership in international portfolios and a tilt toward exporters.
Analysts at Citi pointed to UK housing market indicators softening through November and December, with the usual seasonal slowdown compounded by fragile sentiment around the Budget.
In its latest sector trends tracker, the American bank notes house prices were marginally lower in December on a sequential basis, while the lull into the holiday period has provided “little clues” on post-Budget buyer appetite.
JPMorgan has kicked off the year with a broadly positive outlook for global equities in 2026, but with a note of caution.
The investment bank said markets may be enjoying a rare moment of calm, but warned this could either herald a sunnier-than-expected year or signal the "eye of the hurricane".
Citi has forecast a further 10% upside for global equities in 2026, maintaining its bullish outlook for the year ahead despite high valuations. The bank sees broad-based earnings growth and AI-related tailwinds as key drivers of continued market strength.
Analysts expect global earnings per share (EPS) to grow by 14% this year, up from an estimated 11% in 2025. All major regions and sectors are expected to contribute positively.
RBC Capital Markets has lifted the curtain on Q4/25 reporting season for North American base-metals names, arguing copper’s surge above US$6/lb has reset investor expectations but not fully equity pricing.
In a January sector preview, analysts at the Canadian bank said supply disruptions, elevated US inventories and demand drivers have pushed the metal to records, while copper equities trade at richer multiples yet still imply an average long-term copper price around US$4.39 to 4.49/lb, a material discount to spot.