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Feb 19, 2026
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LONG
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The IRS granting a tax break on R&D deductions for large corporations reduces their tax burden. This is positive for corporate earnings and potentially the broader market. |
Twitter - @business
The IRS handed out a hefty tax break to large...
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Feb 18, 2026
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SHORT
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Live Nation facing an antitrust trial for alleged monopolization creates significant legal and reputational risk, which could negatively impact its stock price. |
Twitter - @business
Affordability is at the center of November’s ...
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Feb 18, 2026
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LONG
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Abu Dhabi’s Mubadala Investment Co. boosted its positions in a Bitcoin ETF during a significant downturn, suggesting institutional confidence and potential for recovery. |
Twitter - @fejau_inc
GENTLEMEN
MAN
YOUR
SITUATION MONITORS htt...
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Feb 18, 2026
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SHORT
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Accusations of a toxic working environment and mounting tensions with Germany's biggest union could negatively impact Tesla's operations, reputation, and potentially lead to production disruptions or increased labor costs in a key European market. |
Twitter - @business
Germany’s biggest union is accusing Tesla of ...
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Feb 18, 2026
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SHORT
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Carrefour reported weaker-than-expected sales in its home market, causing shares to fall, indicating potential ongoing fundamental weakness. |
Twitter - @business
Carrefour shares fell after the French grocer...
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Feb 18, 2026
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SHORT
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The accelerated decline in Chinese visitors to Japan due to economic tensions suggests a negative impact on Japanese businesses reliant on tourism and related spending. |
Twitter - @business
The decline in the number of Chinese visitors...
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Feb 18, 2026
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LONG
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Nvidia is expanding its presence and commitments in India to build AI capacity, indicating potential for future growth in a key emerging market. |
Twitter - @business
Nvidia is deepening its India push with a ser...
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Feb 18, 2026
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LONG
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The tweet highlights a rebound in Indian small caps, strong demand for options in state-owned banks, and a robust quarter for metal stocks, indicating positive sentiment and potential for continued growth in these sectors. |
Twitter - @PeterLBrandt
@ayush_jasoria Just the opposite
New wine, no...
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Feb 18, 2026
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LONG
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Activist investor Elliott Management has built a significant stake (over 10%) in Norwegian Cruise Line, signaling potential for corporate changes or operational improvements to unlock shareholder value. |
Twitter - @FirstSquawk
AUSTRALIA WAGE PRICE INDEX (Q/Q) Q4: 0.8% (ES...
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Feb 17, 2026
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LONG
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India is actively positioning itself to gain a stronger foothold in the AI race, attracting global attention and potentially boosting its technology sector. |
Twitter - @business
For Modi the summit is a chance to gain a str...
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Feb 16, 2026
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SHORT
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Croatia's refusal to allow Hungary to use its pipeline to replace Russian oil supplies creates energy insecurity and potential economic headwinds for Hungary, which could negatively impact its currency and assets. |
Twitter - @business
Croatia’s Prime Minister Andrej Plenkovic dam...
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Feb 16, 2026
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LONG
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Aberdeen Group believes the buyout offer for InPost undervalues the company, suggesting potential for a higher offer or a market re-evaluation of its intrinsic value. |
Twitter - @business
Aberdeen Group will vote against a consortium...
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Feb 16, 2026
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LONG
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Morgan Stanley analysts predict further impetus for the rally in South African bonds, driven by the upcoming budget announcement later this month. |
Twitter - @business
The rally in South African bonds is set to ga...
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Feb 16, 2026
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LONG
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AMD is partnering with TCS to build significant AI infrastructure capacity in India, indicating increased demand for AMD's AI-related hardware and services. |
Twitter - @ReutersBiz
Worker strike disrupts flights at Kenya's mai...
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Feb 15, 2026
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SHORT
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Tesla’s planned addition of CarPlay has been held back by compatibility problems that had to be resolved in iOS 26, @markgurman writes in this week’s Power On https://t.co/8Go49cywYx |
Twitter - @business
Tesla’s planned addition of CarPlay has been ...
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Feb 15, 2026
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LONG
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Pirelli’s Chinese investor is weighing the sale of a convertible bond that would temporarily reduce its holding to ease US government scrutiny of the Italian tiremaker, Corriere della Sera reported. h |
Twitter - @business
Pirelli’s Chinese investor is weighing the sa...
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Feb 14, 2026
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LONG
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The ECB is prepared to offer euro liquidity to monetary authorities from around the world, an effort to prevent market tensions and increase global use of the single currency https://t.co/ZCAApEae3X |
Twitter - @business
The ECB is prepared to offer euro liquidity t...
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Feb 14, 2026
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SHORT
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Volkswagen has been ordered to face a criminal trial in France related to the diesel-emission scandal that erupted more than a decade ago. https://t.co/RM9bLCtOPD |
Twitter - @business
Volkswagen has been ordered to face a crimina...
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Feb 14, 2026
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LONG
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Business development companies run by Carlyle and Sixth Street set up a joint venture to issue collateralized loan obligations, in a bid to boost returns in a sector where declining interest rates hav |
Twitter - @business
Business development companies run by Carlyle...
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Feb 14, 2026
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LONG
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Turkish brokerage Tera Yatirim Menkul Degerler reported a nearly 70-fold jump in profit for 2025 https://t.co/YfCppRq8FC |
Twitter - @business
Turkish brokerage Tera Yatirim Menkul Degerle...
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Feb 14, 2026
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LONG
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Niger is ready to return the uranium produced by Orano SA at the Somair mine to the French nuclear company, two months after unidentified attackers who staged an assault on the capital came dangerousl |
Twitter - @business
Niger is ready to return the uranium produced...
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Feb 14, 2026
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LONG
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Prime Minister Keir Starmer said Britain is no longer the country that voted for Brexit and vowed to build a closer relationship with the European Union https://t.co/SxQW2PpLo4 |
Twitter - @business
Prime Minister Keir Starmer said Britain is n...
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Feb 14, 2026
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LONG
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Gulf Development, controlled by Thailand's richest man, doubled its stake in Kasikornbank to become the largest shareholder https://t.co/l1bldbn7qu |
Twitter - @business
Gulf Development, controlled by Thailand's ri...
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Feb 14, 2026
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SHORT
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Goldman Sachs Group Inc., the bank famously good at managing risk in financial markets, had massively misjudged one facing its own reputation. https://t.co/Z1wvZH92vu |
Twitter - @business
Goldman Sachs Group Inc., the bank famously g...
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Feb 13, 2026
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SHORT
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The rejection of Disc Medicines experimental compound for a rare and devastating disorder by the FDA is the latest example of the growing uncertainty at the nation’s top drug regulator https://t.co/6v |
Twitter - @business
The rejection of Disc Medicines experimental ...
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Feb 13, 2026
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LONG
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Ford's top executive spoke to Trump administration officials about a potential roadmap for Chinese automakers to build cars in America by partnering with US car companies https://t.co/KoyuoH4Aht |
Twitter - @business
Ford's top executive spoke to Trump administr...
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Feb 13, 2026
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LONG
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Humana has acquired MaxHealth in a deal that will combine the Florida operator of health-care clinics with the insurer’s CenterWell Senior Primary Care division https://t.co/7YMMeUwHTa |
Twitter - @business
Humana has acquired MaxHealth in a deal that ...
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Feb 13, 2026
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LONG
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Jim, Rob and Alice Walton are now among the world's 10 richest people as Walmart shares have climbed https://t.co/4nw0h2WILc |
Twitter - @business
Jim, Rob and Alice Walton are now among the w...
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Feb 13, 2026
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SHORT
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Bank of America raised CEO Brian Moynihan’s pay to $41 million for 2025, a year in which the second-largest US bank improved its profit but stock performance fell short of peers. https://t.co/1VzWhPsq |
Twitter - @business
Bank of America raised CEO Brian Moynihan’s p...
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Feb 13, 2026
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LONG
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British Defense Secretary John Healey met with counterparts from Baltic and Nordic nations to discuss seizing oil tankers linked to Russia’s shadow fleet, as Europe seeks to tighten curbs on Moscow’s |
Twitter - @business
British Defense Secretary John Healey met wit...
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Feb 13, 2026
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NEUTRAL
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Enbridge said it is not willing to take on the development risk of building a new oil pipeline from Alberta to Canada’s West Coast, executives said on an earnings call https://t.co/KFsaBhGx6F |
Twitter - @business
Enbridge said it is not willing to take on th...
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Feb 13, 2026
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SHORT
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Alex Bores says he quit his job as an engineer for Palantir Technologies in 2019 because of moral objections to its work for Immigration and Customs Enforcement. https://t.co/XkdnWkfuyT |
Twitter - @business
Alex Bores says he quit his job as an enginee...
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