First Trust Value Line Div Index Fd

Mission Creek Capital Reduces Holdings in Caterpillar

Hilton Capital Management Increases Holdings in Williams Companies

B. Riley Wealth Advisors Acquired 8,999 Shares of Caterpillar in Q2

Caterpillar and Vale Sign Agreement to Expand Autonomous Truck Fleet

Ameriprise Financial Inc. increased its stake in BMS

Amperix Financial Increased Accenture Holdings in Q2

Royal Bank of Canada Buys American Bitcoin Stocks

AllianceBernstein L.P. reduces stake in Accenture

RBC Raises Morgan Stanley Target Price to $185

Morgan Stanley Europe Securities announces early redemption of bond XS3043325656

Williams Company Executives Sell Company Stocks

Morgan Stanley Surpasses 6% Threshold with 6.33% Voting Rights in On the Beach Group PLC

Accenture Invests in RYGHT AI

FDA grants priority review to Bristol Myers Squibb's Opdivo combination therapy

Morgan Stanley Increased Its Voting Rights In Vulcan Energy Resources Limited

Morgan Stanley Discloses Open Holdings and Transactions Related to Qualcomm Subsidiary

Williams Companies Receives Consensus Ratings from 20 Firms

Axa S.A. Increases Holdings in Williams Companies by 13.2%

Accenture to Release FY2026 Q1 Earnings on December 18, 2025 Pre-Market EST, Forecast Revenue USD 18.5 B, EPS USD 3.4492

Wells Fargo Upgrades Bristol Myers Squibb Target Price to $55.00

AdvisorShares MSOS 2x Daily ETF

cbdMD

Tryhard

Roundhill Cannabis ETF

Neo-Concept

Amplify Seymour Cannabis ETF

AdvisorShares Pure US Cannabis ETF

Canopy Growth

RYTHM

Tilray Brands

The Malaysian ringgit is expected to continue outperforming its Asian peers into 2026, driven by strong tech exports, rising AI demand, and increased foreign direct investment, particularly in data centers. Strategists from Bank of Singapore, MUFG Bank, and Goldman Sachs forecast the ringgit to strengthen, with predictions ranging from 3.95 to 4.00 per US dollar by the end of next year. The ringgit has already appreciated over 9% against the US dollar this year, making it Asia’s best-performing currency.

Businesstimes

Goldman Sachs

Ringgit’s outperformance set to extend next year on AI boost

ByVishwanath Tirupattur, Chief Fixed Income Strategist at Morgan StanleyLast week saw a pivotal moment in financial deregulation, with the withdrawal ofthe 2013 leveraged lending guidelines in a joint statement from the Office of theComptroller of the Currency (OCC) and the Federal Deposit Insurance Corporation(FDIC).

ZeroHedge

Morgan Stanley

Morgan Stanley Reveals The Profound Implications Of Last Week's "Pivotal" Credit Deregulation Announcement

Mission Creek Capital Partners Inc. reduced its stake in Caterpillar Inc. by 15% in Q2, now holding $4.74 million worth of shares. Other institutional investors like ICONIQ Capital and IHT Wealth Management adjusted their positions in Caterpillar. The stock opened at $597.88, with a market cap of $279.80 billion. Analysts predict a potential stock price increase to $650 by year-end, with a current dividend yield of 1.0%.

Market Beat

Caterpillar

Mission Creek Capital Partners Inc. Has $4.74 Million Stock Holdings in Caterpillar Inc. $CAT

CTSH

UBS analyst Kevin Mcveigh maintained a Hold rating on Cognizant with a price target of $85.00. Cognizant's shares closed at $83.94. Mcveigh, a 4-star analyst, has an average return of 4.7% and a 56.38% success rate. Citi's Bryan Keane also rated Cognizant as Hold, while TR | OpenAI reiterated a Buy rating on December 9.

Tip Ranks

Cognizant Tech Solutions

UBS Keeps Their Hold Rating on Cognizant (CTSH)

The stock could experience the beginning of a surprise recovery.

Constellation Brands

What to watch with Constellation Brands stock in 2026

07299

Goldman Sachs estimates that global central banks net purchased 49 tons of gold during the market volatility in October, far exceeding the previous average monthly level of 17 tons, and is seen as a long-term strategy to hedge risks. The bank maintains its assumption of an average monthly purchase of 70 tons by central banks in 2026 and expects gold prices to rise to $4,900 by the end of 2026. Furthermore, although "tokenized gold" is worth attention, its current impact on gold prices is limited, serving more as an alternative to gold ETFs

- Despite significant market fluctuations in October, global central banks continued to purchase gold, providing strong support for gold prices, while "tokenized gold" has not yet become a major market driver.  
- Goldman Sachs reported a net purchase of 49 tons of gold by central banks in October, significantly higher than the pre-2022 monthly average of 17 tons, indicating robust demand driven by geopolitical and financial risk hedging.  
- The firm maintains an optimistic gold price forecast, expecting it to reach $4,900 per ounce by the end of 2026, supported by ongoing central bank demand and potential increases in private investor interest.

Wallstreetcn

FL2CSOPGOLD

SPDR Gold Shares

Net purchases of 49 tons in October! The central bank's gold purchases remain strong, Goldman Sachs: "Tokenized gold" is not yet the main driver of gold prices

RILY

B. Riley Wealth Advisors Inc. acquired 8,999 shares of Caterpillar Inc., valued at approximately $3,493,000, during the second quarter. This acquisition is part of a broader trend of institutional investors increasing their stakes in Caterpillar. The company's stock performance and analyst ratings are also highlighted, with a potential stock price target increase by several analysts.

B Riley Financial

B. Riley Wealth Advisors Inc. Acquires Shares of 8,999 Caterpillar Inc. $CAT

Several strategists from major Wall Street banks are advising clients to shift their investment focus in 2026 from the "Seven Tech Giants" to traditional cyclical sectors such as healthcare, industrials, energy, and finance. Goldman Sachs believes this shift is primarily based on two points: first, deepening doubts about whether tech giants can continue to support their high valuations and AI spending; second, a growing optimism about the overall economic outlook for the United States in 2026

- As 2026 approaches, Wall Street is shifting focus from tech giants to traditional sectors like healthcare, industrials, and energy, driven by skepticism over tech stock valuations.  
- Recent earnings from AI companies like Oracle and Broadcom have heightened investor concerns, leading to a rotation towards undervalued cyclical and small-cap stocks.  
- Goldman Sachs predicts a 2.5% GDP growth for 2026, suggesting that cyclical sectors still have upside potential, despite risks from disappointing economic growth and rising interest rates.

Wall Street's "2026 US Stock Theme" is rotation! "Old Deng" outperforms Mag 7, Goldman Sachs exclaims "Cyclical stocks have not been fully priced in yet"

Nonfarm payroll employment estimates thru NovemberGoldman Sachs, ADP implied, etc. Also Powell conjecture.Figure 1: Change in implied benchmark revision since January 2025 (bold black), Goldman Sachs 12/12 (pink), JOLTS implied (inverted green triangle), ADP implied (tan), Powell conjecture (light blue), and CPS employment series adjusted to NFP concept, smoothed population controls (red), all in 000’s. Source: BLS via FRED, BLS, ADP and author’s calculations, Paweł Skrzypczyński.More By This Author:Did Tariffs Actually Decrease Imports In September? Employment, Heavy Truck Sales And Cautionary Notes Further Deceleration In Nowcasted “Core GDP”

- The article discusses nonfarm payroll employment estimates through November, referencing data from Goldman Sachs and ADP.  
- It includes a figure showing changes in implied benchmark revisions since January 2025, comparing various estimates and conjectures.  
- The data is sourced from BLS, ADP, and the author's calculations, highlighting trends in employment metrics.

Talkmarkets

Nonfarm Payroll Employment Estimates Through November

Goldman Sachs and other analysts predict a US dollar slide, impacting the EUR/USD exchange rate. The Federal Reserve's dovish stance contrasts with expected rate hikes by other central banks like the ECB, BoJ, and BoE. The EUR/USD has risen to 1.1740, with technical indicators suggesting further gains. The ECB's upcoming interest rate decision is a key focus, with most analysts expecting a rate hike next year. The EUR/USD may target resistance at 1.1913 and potentially 1.2000.

Invezz

EUR/USD forecast as Goldman Sachs predicts a return to dollar slide

TE Connectivity's stock has surged 63.7% YTD in 2025, driven by its role in electric vehicles, industrial automation, and connected devices. Despite recent pullbacks, the stock is considered overvalued based on a Discounted Cash Flow analysis and a high P/E ratio compared to industry averages. The market may be pricing in excessive optimism, suggesting limited margin of safety for new investors.

Simplywall

TE Connectivity

Is It Too Late To Consider TE Connectivity After Its 63% YTD Surge In 2025?

Authored by Rikin Shah and Cosimo Codacci-Pisanelli, Goldman Sachs FICC & Equities,ANOTHER STRING OF THREE CUTS…The 25bp cut this week was nailed on going into the meeting, with the focus on the forward guidance into 2026.

The Hassett Effect: Goldman Macro Traders Say Its Hard Not To Still Be Bullish Stocks Into Next Year