UBS Group AG Registered Ordinary Shares (UBS)

The brokerage noted that the trends supporting Woodward's likely 25% or more aerospace growth this year are unlikely to slow materially going forward.

The analysts noted that shares have been held back by about $50 billion in relative value terms since last April.

The phase of the current business cycle is set up to guide investors into the best setups in the basic materials sector, where three names stand out.

Shares of cloud security platform Zscaler (NASDAQ:ZS) jumped 5.1% in the afternoon session after the stock's momentum strengthened following the strong first quarter 2025 results reported the previous week, which exceeded Wall Street's sales, operating profits, and earnings (EPS) estimates. 

UBS optimistic about Chinese stocks due to tariff pause, potential stimulus, and low valuations.

Discount retailer Dollar General shows signs of an operational turnaround, with strategic initiatives and positive analyst sentiment pointing toward growth.

Microsoft will expand AI infrastructure, support startups, and train one million Swiss citizens in digital skills by 2027.

Indian markets opened lower Monday despite strong GDP growth, as global tensions and tariff moves dampened investor sentiment.

The apparel maker expects Q2 revenue to be flat year-on-year, while for the rest of the fiscal year 2025, the firm believes Trump’s tariffs could result in a $100 million hit to its operating income.

Bill Ackman's Pershing Square has taken a stake in Amazon, boosting investor confidence as analysts point to major upside potential in the stock.

Despite the revenue beat, analysts downgraded the stock, citing deal delays, lowered forecasts, and concerns over growth and profitability.

Indian equity markets opened higher following a U.S. court’s block on Trump’s tariff orders and positive Asian cues.

Analysts at Jefferies highlighted that while Okta’s Q1 results were healthy, the company’s guidance for current remaining performance obligations in the second quarter was a surprise.

He also teased that Tesla's long-anticipated Robotaxi and unsupervised Full Self-Driving (FSD) capabilities are imminent.

UBS maintains Neutral rating for RIVN stock with upgraded price target of $13. Long-term outlook positive due to upcoming R2 launch.

The company intends to use the net proceeds to pay off outstanding debt and fund future acquisitions.

A professor from the Wharton Business School has suggested that tariffs implemented by the President Donald Trump are likely to continue despite political opposition.

Amazon is up nearly 30% since April, boosted by easing tariffs and bullish analyst targets. This may be the last chance to buy it close to $200.

Investors have grown cautious of retail businesses in an environment marked by an uncertain tariff policy, high inflation, and unpredictable consumer behavior.