Mizuho Financial Group Inc
Many on Wall Street saw this ‘TACO’ coming as Trump’s brinkmanship starts to lose grip on market
Key Points The “TACO” trade — TACO being shorthand for Trump Always Chickens Out — has increasingly shaped positioning. Each bout of geopolitical-driven selling has become progressively more muted since April 2025. The market’s growing confidence is also raising a new question: What happens if markets stop acting as a constraint on Trump? Wall Street […]
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Morgan Stanley flips stance on Europe as continent counts cost of Iran war
Morgan Stanley Investment Management is rotating from being overweight to underweight Europe, with higher energy costs set to continue to bite in the continent and dent growth measures, despite the Middle East ceasefire deal easing oil prices on Wednesday. Jim Caron, the firm’s chief investment officer for cross asset solutions, said it is rebalancing its […]
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SpaceX lines up 21 banks for mega IPO, code-named project Apex
A SpaceX Falcon 9 rocket is prepared for launch carrying NASA’s IMAP mission, which will study the boundary of the sun’s heliosphere and other scientific payloads, at the Kennedy Space Center in Cape Canaveral, Florida, Sept. 23, 2025. Joe Skipper | Reuters SpaceX is working with at least 21 banks on its blockbuster initial public offering, people familiar with […]
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Stocks making the biggest moves premarket: Delta Air Lines, Carnival, Chevron & more
Check out the companies making the biggest moves premarket: Airlines — Shares of Delta Air Lines , United Airlines and Southwest Airlines surged more than 4.5% on news that the U.S. strikes against key energy infrastructure in Iran would be halted. The group struggled after the war on concerns of what it would do to […]
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AI tailwinds will drive gains for this software stock after a decline to start 2026, Mizuho says
MongoDB is poised for a rally as its growth profile improves and it continues to embrace artificial intelligence to keep its developer data platform’s operations lean, according to Mizuho. The bank upgraded MongoDB to outperform from neutral. It also raised the stock’s price target to $325 from $290, implying 24% upside from Friday’s close. “MongoDB’s […]
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Stocks making the biggest moves midday: SolarEdge Technologies, Super Micro Computer, FedEx & more
Check out the companies making the biggest moves midday: SolarEdge Technologies — The solar stock popped 14% following an upgrade to hold from underperform at Jefferies. “We are tactically upgrading SEDG to HOLD, as the escalating ME conflict is triggering a replay of the European energy security dynamics that ‘turbocharged’ SEDG’s business during the Russia-Ukraine […]
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Japan wanted inflation and Iran war could grant that wish. But it’s not the type Tokyo desires
TOKYO, JAPAN – FEBRUARY 05: Tourists and shoppers walk through the Tsukiji shopping area on February 5, 2026 in Tokyo, Japan. Tomohiro Ohsumi | Getty Images News | Getty Images The Bank of Japan has long stated that sustained levels of inflation will help it move ahead with policy normalization, after having ended the world’s […]
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Bank of Japan keeps rates steady as expected, warns Iran war may push up inflation
The Bank of Japan (BOJ) headquarters is seen beyond the cherry blossoms in Tokyo on March 20, 2023. Kazuhiro Nogi | Afp | Getty Images The Bank of Japan on Thursday kept its rates steady at 0.75% as expected, but noted that inflation risks now are tilted to the upside due to the Iran war. […]
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South Korea stocks crashed 18% in two days. Could it happen here?
A man walks past in front of an electronic screen showing South Korea’s benchmark stock index (KOSPI) at the Korea Exchange in Seoul on March 3, 2026. Jung Yeon-je | Afp | Getty Images South Korean stocks quickly fell from grace following the U.S. and Israeli strikes on Iran. But Wall Street doesn’t see that […]
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Nintendo plans around $1.9 billion share sale by Kyoto bank and others, sources say: Reuters
TOPSHOT – A Super Mario character is pictured at a Nintendo display ahead of the launch of the company’s Switch 2 console, an electronics store in the city of Nagoya, Aichi prefecture on June 2, 2025. Richard A. Brooks | Afp | Getty Images Nintendo plans an unwinding of strategic shareholdings that would see companies including […]
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