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HSBC raised its price target on UnitedHealth (UNH.N) to $380 from $300.

2026-07-06

HSBC raised its price target on UnitedHealth (UNH.N) to $380 from $300.

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2026-07-05

China Merchants Securities says the recent sharp market adjustment following Meta's compute sale is a tactical move to lift ROIC in a high‑CapEx phase, not evidence of broad compute overcapacity. The firm views the industry as shifting from pure CapE

China Merchants Securities says the recent sharp market adjustment following Meta's compute sale is a tactical move to lift ROIC in a high‑CapEx phase, not evidence of broad compute overcapacity. The firm views the industry as shifting from pure CapEx expansion into a ROIC‑verification stage; the pullback was amplified by prior outsized gains in generalized compute names and leveraged flows, creating a short‑term liquidity‑driven negative feedback loop. After the liquidity shock, the bank judges the AI structural trend intact: storage chip supply‑demand gaps remain, MLCC price increases persist, and indium phosphide shortages continue, supporting scope for a tech recovery. It also recommends selectively targeting mispricings between mid‑year earnings and share prices.
2026-07-05

Iraq's June oil exports totaled about 24.5 mln barrels, two Iraqi oil officials said.

Iraq's June oil exports totaled about 24.5 mln barrels, two Iraqi oil officials said.
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