Apple Inc (NASDAQ:AAPL, XETRA:APC) was the focus of a supply-chain preview from Citi on Friday, highlighting the upcoming iPhone 18 family as a key catalyst for component suppliers.
With shares trading at $328.21, the iPhone 18 lineup is expected to launch on 9 September, featuring Pro models priced roughly $200 higher than their predecessors.
GSK PLC's (LSE:GSK, NYSE:GSK) experimental mRNA flu vaccine produced data that closely resemble Moderna's own candidate, according to Deutsche Bank.
Analyst Emmanuel Papadakis reviewed detailed phase II results GSK presented at the OPTIONS XIII Conference for the Control of Influenza last weekend.
Tiziana Life Sciences Ltd (NASDAQ:TLSA) was awarded a Buy rating with a $7 price target by BTIG, which pointed to the biotech's approach to modulating central nervous system inflammation as a potential leading treatment for neurodegenerative disease.
The clinical-stage company is developing foralumab, an anti-CD3 antibody delivered via nasal spray, to stimulate regulatory T-cell (Treg) production and reduce the inflammatory processes that drive neurodegeneration.
Broadcom Inc (NASDAQ:AVGO, XETRA:1YD) shares fell 3.3% Thursday afternoon despite the company issuing a bullish long-term forecast for its artificial intelligence business, projecting AI revenue of $230 billion in fiscal 2028.
The company also raised its fiscal 2027 AI revenue outlook to $115 billion, up from a prior guide of more than $100 billion, and expressed confidence in earnings per share of $30 or more for that year.
Snowflake Inc (NYSE:SNOW) shares jumped more than 20% on Thursday following a blowout second-quarter earnings report, driven by accelerating product revenue growth and surging enterprise adoption of its AI offerings.
Bank of America raised its price objective on the stock to $470 from $395, citing accelerating product revenue growth and reiterating a Buy rating.
Shore Capital has reiterated its sell recommendation on HSBC Holdings PLC (LSE:HSBA, NYSE:HSBC), warning the shares' punchy valuation more than reflects the bank's confident outlook.
Analyst Gary Greenwood kept his 1,335p target price, implying 13% downside from the current level.
Gold faced a reality check from RBC Capital Markets on Thursday, as the Canadian bank flagged near-term consumer headwinds but stopped well short of a bearish call.
RBC Capital Markets maintained its constructive outlook on gold, even as elevated United States 10-year Treasury yields raised the metal's opportunity cost to its highest level since 2023.
Deutsche Bank has maintained its 'hold' rating on JD Sports Fashion PLC (LSE:JD., OTC:JDSPY), the sportswear retailer, with a 95p price target after weaker second-quarter sales.
The bank said deteriorating trends in the US, JD Sports' largest market, were outweighing operational improvements and limiting the retailer's ability to offset weaker industry growth.
Hutchmed (China) Ltd (AIM:HCM, NASDAQ:HCM, HKG:0013, FRA:H7T2) won ringing endorsements from City brokers on Thursday after securing a blockbuster licensing agreement with GSK PLC (LSE:GSK, NYSE:GSK), exposing what analysts regard as a deep valuation disconnect.
The shares leapt 15% to 205.84p as Cavendish and Panmure Liberum reiterated their respective 'buy' ratings, arguing that the market continues to overlook the biotech's expanding oncology pipeline.
Gem Diamonds Limited (LSE:GEMD, OTC:GMDMF) shares saw a significant upward movement on Thursday following the release of its half-year results and a firm 'buy' reiteration from Panmure Liberum.
The shares traded up 70% to 11p as the broker held its 'buy' stance and 13p target price, digesting the miner's improved financial and operational footprint.
Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) shares fell 10% Wednesday even after the cybersecurity company beat expectations across key fourth-quarter metrics and issued fiscal 2027 guidance above Street estimates.
The company reported next-generation security (NGS) annual recurring revenue of $9.1 billion, up 63% year-over-year, topping the Street's $8.86 billion estimate and including nearly $1 billion in net new ARR.
Shares of Dell Technologies Inc (NASDAQ:DELL) climbed more than 10% Wednesday after the company posted broad-based earnings strength and raised its full-year guidance well above expectations, driven by surging demand for AI servers.
Fiscal second-quarter revenue was $47 billion, up 58% year over year, beating the $46 billion consensus estimate. The company guided full-year revenue to $192 billion, up from a prior outlook of $167 billion.
Citi has reiterated its 'sell' rating on Novo Nordisk (NYSE:NVO), the Danish pharmaceutical group, with a price target of 265 Danish krone against a last close of 292.4 Danish krone.
Analyst Emmanuel Papadakis published Citi's weekly IQVIA tracker of Novo's GLP-1 assets, using retail prescription data up to 21 August 2026.
Panmure Liberum has maintained its 'buy' rating on Oxford BioMedica PLC (LSE:OXB), the cell and gene therapy manufacturer, after its shares fell 15% following trial pauses by two of its customers.
Novartis and Bristol Myers Squibb, both OXB customers, voluntarily paused enrolment in their autoimmune CAR-T programmes following safety issues.
Motorpoint Group PLC (LSE:MOTR, OTC:MTPTF, FRA:1X4), the UK's leading independent vehicle retailer, saw its shares climb 8% to 141.00p on Wednesday after issuing an unexpected trading update.
The shares were up 11.00p from Tuesday's close of 130.00p, having opened at 135.00p and reached an early high of 142.00p.
Microsoft Corp (NASDAQ:MSFT)'s accelerating cloud growth, improving AI efficiency and greater visibility into investment returns prompted Bank of America to raise its price objective on the stock.
The bank's new target of $600, up from $500, is based on 28 times its calendar year 2027 earnings-per-share estimate, up from 24 times previously.
Robots are learning to handle the physical world in a fundamentally new way, and investors should look at the companies supplying their parts, according to a note from UBS, the Swiss bank.
The note, from the bank's wealth management chief investment office, argues we have entered an era of "physical AI", meaning artificial intelligence that can understand and manipulate real surroundings rather than just process text.
Open-weight artificial intelligence models, whose underlying settings are released for anyone to download and run rather than locked behind a company's paywall, have passed a milestone in developer usage.
They made up 53% of token volume on Vercel's AI Gateway on 25 August, according to a new note from Citi, the US investment bank.
RBC Capital Markets is leaning towards its high scenario for gold, forecasting a price of $4,929 an ounce by the end of 2026.
The bank has maintained the forecasts it published in December, citing a return of investor demand and renewed buying by central banks.
Shares in Reckitt Benckiser Group PLC (LSE:RKT, OTCQX:RBGLY), the consumer goods company behind Dettol and Nurofen, rose over 4% on Tuesday as investors digested a legal win for its Mead Johnson unit and a JP Morgan upgrade to overweight.
The upgrade came in a wider note on European consumer staples published by JP Morgan analyst Celine Pannuti on Tuesday.
The bigger prize at ACG Metals Ltd (LSE:ACG, OTC:ACGAF) lies beyond the first copper concentrate that landed this week, according to Stifel, the broker.
Analysts Alex Bedwany and Mavis Liu, who rate the shares buy with a 2,450p target, said the Gediktepe mine in Türkiye holds significant further upside once its Enriched Ore Project is finished, expected late this year.
Chariot Ltd (AIM:CHAR, OTC:OIGLF) won a vote of confidence from Cavendish on Tuesday, as the broker hiked its target price to 8.3p while leaving earnings forecasts unchanged.
The shares stood at 1.9p, up 12%, as Cavendish reiterated its 'buy' rating and tweaked its valuation model after the energy group doubled its economic footprint in Angola.
Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) is likely to top fiscal fourth-quarter expectations on remaining performance obligations, annual recurring revenue and total revenue, with product growth potentially reaching 18% year-over-year versus consensus, according to Jefferies.
Shares have climbed 30% since third-quarter results, well ahead of the 5% gain in the iShares Expanded Tech-Software ETF, raising the bar for this print.
