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Healthcare dealmakers eye M&A resurgence in second Trump term

By Sabrina Valle NEW YORK (Reuters) – Healthcare dealmakers gathering in San Francisco for the industry’s premier annual conference this week say…
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Clearwater Analytics to acquire Enfusion in $1.5 billion deal

(Reuters) -Clearwater Analytics has agreed to acquire investment management platform Enfusion in a $1.5 billion cash-and-stock deal, the companies said on Monday….
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Lululemon raises holiday-quarter forecast on strong athleisure demand

(Reuters) – Lululemon Athletica (NASDAQ:LULU) on Monday raised its current-quarter sales and profit targets, as the sportswear maker benefited from strong demand…
Stock

3 reasons Bernstein strategists are bullish on the EU pharma sector into 2025

Investing.com — Bernstein analysts are optimistic about the European pharmaceutical sector as it heads into 2025, despite concerns over policy changes and market…
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5 big analyst AI moves: Tesla, AMD, Adobe downgraded; Salesforce top pick for 2025

Investing.com — Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week. InvestingPro subscribers always get…
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Why this analyst thinks US treasuries can rally in near term

Investing.com — U.S. Treasury yields may decline in the near term as economic data and Federal Reserve signals align to ease market pressures,…
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Key ideas for India’s mid-cap sector for 2025

Investing.com — India’s mid-cap and small-cap outperformance against large caps over the past two years has valuation gap at historical high, UBS said…
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Goldman Sachs’ 2025 outlook on cybersecurity stocks

Investing.com — The cybersecurity sector is poised for stable to improving fundamentals in 2025, given consistent demand for platform-based solutions, according to a…
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TikTok warns of broader consequences if US Supreme Court allows ban

By David Shepardson WASHINGTON (Reuters) – The lawyer for TikTok and its Chinese parent company ByteDance offered a warning during Supreme Court…
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Wells Fargo’s top five portfolio ideas for 2025

Investing.com — In a Monday note to clients, Wells Fargo (NYSE:WFC) Investment Institute outlined its top five portfolio strategies for 2025, focusing…
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