Investing.com -- Barclays upgraded American Tower and Crown Castle to "Overweight" from "Equal Weight," arguing that U.S. tower operators are trading at decade-low valuations despite several potential catalysts that could support a recovery in growth and investor sentiment.

Analyst rejects the satellite threat thesis, arguing Starlink's terrestrial ambitions help towers

The Trump administration’s surprise move to ramp up buybacks of long-dated Treasuries is drawing parallels with the Federal Reserve’s “Operation Twist,” a strategy that was last deployed in 2011 to pull down bond yields.

Bank of America Corp. has hired two more managing directors as it builds out its technology practice, according to an internal memo reviewed by Bloomberg News.

Joo will join from Bank of America, while Khan oversees Barclays’ global markets business and is co-head of investment bank.

Longer-maturity bonds are at the epicenter of investor angst about everything from inflation to the debt-laden artificial-intelligence boom — and governments are paying the price.

Situational Awareness sold shares in Japan’s Taiyo Yuden Co. to Citadel and other investors when it offloaded part of its stake this month, it said in a filing.

The yield on 30-year US Treasuries hit the highest in almost two decades, reflecting investor angst over the surging national debt, a flood of long-dated bond sales and inflation that’s been stuck over the Federal Reserve’s target for the past five years.

An age-old economics tenet posits that excessive government borrowing can leave little room for companies to tap financial markets and drive up their interest rates to punishing levels. It’s called the “crowding out” theory.

Analysts have been nudging up price targets for Amazon.com, with some research now clustering in the US$320 to US$365 range. Much of this shift is tied to AI driven demand in Amazon Web Services, a growing AI and cloud backlog, and updated views on how capital expenditure intensive infrastructure could support future returns, even as some analysts stay cautious on spending and competition. As you read on, you will see how these moving pieces shape the evolving narrative around Amazon.com and...

Coca-Cola FEMSA is back in focus as valuation work shifts, with fair value moving from US$123.03 to US$120.05, a reduction of about 2.4%. That adjustment sits against Street price targets that cluster between roughly US$110 and US$127, reflecting a mix of optimism and caution around execution, volume trends and where the stock sits in that range. Read on to see what is driving these calls and how to keep track of the evolving analyst story around Coca-Cola FEMSA. Analyst Price Targets don't...

B&G Foods is back in focus after analysts cut fair value estimates from about US$5.20 to roughly US$4.20, a reduction of around 19%. That reset lines up with a wave of more cautious research that now clusters price targets in the US$3 to US$4.50 range and leans toward neutral or negative stock ratings. As you read on, you will see how these shifts fit into the evolving narrative around B&G Foods and what to watch next as sentiment develops. Analyst Price Targets don't always capture the full...

Investors need to pay close attention to BCS stock based on the movements in the options market lately.

Investing.com -- Barclays told investors in a note on Friday that softer U.S. growth and inflation data are easing pressure on the Federal Reserve to tighten further, with a shift that should cap yields and the dollar while helping steady technology and momentum stocks.