Bloomberg Markets

Fast access to news, data, unique insights

    • Bloomberg MarketsBloomberg Markets
      ·06:42
      $Alibaba(BABA)$  BREAKING NEWS! BlackRock's Quarterly Client Letter Sparks Optimism on Alibaba, Predicts Decade-Long China Bull Market New York — Global investment giant BlackRock has sent a quarterly market outlook to its high-net-worth clients recommending increased exposure to Alibaba Group, describing the Chinese technology giant as one of the most compelling long-term investment opportunities in global equities. According to the client letter, BlackRock believes Chinese equities are entering the early stages of a "multi-year mega bull market" that could continue throughout the next decade. The report argues that years of depressed valuations have created attractive entry points for patient investors, while improving corporate fundamenta
      91Comment
      Report
    • Bloomberg MarketsBloomberg Markets
      ·07-20
      $BABA-W(09988)$  BlackRock just went all in on Alibaba. BlackRock’s decision to increase its exposure to Alibaba by ten folds, reflecting a broader bet on three themes: artificial intelligence, cloud computing, and valuation. Alibaba has committed tens of billions of dollars toward AI infrastructure and continues to report strong cloud momentum, positioning itself as China’s leading AI platform. Meanwhile, years of regulatory pressure have left Alibaba trading at a discount compared with major U.S. technology companies. For long-term institutional investors, this creates an attractive risk-reward profile. BlackRock’s filings indicate a growing stake in Alibaba, suggesting confidence that the company could become one of the biggest benef
      1.23K1
      Report
    • Bloomberg MarketsBloomberg Markets
      ·2025-12-04
      JPMorgan Raises Oracle's 2026 Q1 Share Price Target to $280, Citing Strong Cloud and AI Tailwinds JPMorgan has raised its Q1 share price target for Oracle to $280, reflecting growing confidence in the company’s accelerating shift toward cloud and AI-driven enterprise solutions.
      3.06KComment
      Report
    • Bloomberg MarketsBloomberg Markets
      ·2025-12-04
      $Oracle(ORCL)$  Goldman Sachs, State Street Capital, and SoftBank Boost Oracle Holdings This Week Amid Rising Confidence in Cloud Momentum. This week, Oracle saw a surge of institutional confidence as several global financial giants significantly increased their stakes in the company. Goldman Sachs led the buying activity, raising its Oracle holdings by an impressive 136%. Market watchers note that this sharp accumulation reflects optimism around Oracle’s accelerating cloud revenue, growing demand for OCI (Oracle Cloud Infrastructure), and expanding partnerships in the AI ecosystem. State Street Capital also strengthened its position this week, increasing its Oracle shares by 58%. As one of the world’s largest asset managers, State Street’s
      3.27KComment
      Report
    • Bloomberg MarketsBloomberg Markets
      ·2025-12-04
      $Tiger Brokers(TIGR)$ Phillip Securities Singapore puts bullish “3×” fair-value target on Tiger Brokers: what’s behind the thesis According to the version of the report, Phillip Securities estimates that Tiger Brokers shares are undervalued by as much as three times relative to their current price. The logic behind such a bold target likely rests on several bullish assumptions: * Continued revenue and client-base growth across global equities, derivatives, and cross-market services; * Expansion into new asset classes (including possibly crypto / digital assets), which could open up sizable incremental business lines; * Leverage of technology and A.I.–powered tools to scale operations and reduce marginal cost per user; * A rebound in investor senti
      3.29KComment
      Report
    • Bloomberg MarketsBloomberg Markets
      ·2025-12-04
      $Tiger Brokers(TIGR)$ Citic Securities Raises Tiger Brokers’ 2026 Price Target to US$13–18 on Strong Scaling and Crypto Expansion Citic Securities has raised its 2026 share-price target for Tiger Brokers to a range of US$13 to US$18, citing the company’s accelerating business scale and its strategic move into the cryptocurrency sector. The revised target reflects growing confidence in Tiger’s ability to expand its international presence and diversify revenue streams beyond traditional brokerage services.
      5.18K1
      Report
    • Bloomberg MarketsBloomberg Markets
      ·2025-12-04
      $Tiger Brokers(TIGR)$ JPMorgan and T. Rowe Price Boost Holdings in Tiger Brokers Amid Growing Confidence Global investment giants JPMorgan and T. Rowe Price have significantly increased their positions in Tiger Brokers, signaling rising institutional confidence in the online brokerage’s long-term growth prospects. According to recent filings, JPMorgan expanded its stake by an impressive 86%, while T. Rowe Price raised its holdings by 53%.
      4.50KComment
      Report
    • Bloomberg MarketsBloomberg Markets
      ·2025-12-03
      $Tiger Brokers(TIGR)$ BlackRock has raised its target price for Tiger Brokers (NASDAQ: TIGR) to US$17, citing “scalable revenue growth in 2026.” after reviewing privately available analyst reports.
      7.37K1
      Report
    • Bloomberg MarketsBloomberg Markets
      ·2025-11-21
      $LVMH-Moet Hennessy Louis Vuitton(LVMUY)$  BlackRock Raises LVMH 2026 Price Target to €800 as Wealthy Clients Accelerate Buying. BlackRock has lifted its 2026 price target for LVMH to €800 per share, citing a powerful surge in demand from the firm’s ultra-high-net-worth clientele. According to BlackRock analysts, affluent investors are significantly increasing their exposure to LVMH stock, viewing the luxury conglomerate as a long-term compounding powerhouse amid global market volatility. The asset-management giant also highlighted robust purchasing trends in Louis Vuitton’s high-end handbags and timepieces, which continue to outperform expectations. BlackRock’s report notes that elite customers are not only investing in LVMH’s equity but a
      3.94KComment
      Report
    • Bloomberg MarketsBloomberg Markets
      ·2025-11-18
      $LVMH-Moet Hennessy Louis Vuitton(LVMUY)$  ‘Strong Convictions’ “What is noteworthy is that Bernard Arnault has such strong convictions about LVMH,” said Frederic Genevrier, an analyst at AlphaValue, who said the purchases may reflect Arnault’s desire to own an “absolute majority” of the firm even though he already has nearly two-thirds of voting rights. This year’s stock purchases during a downturn hark back to a similar move highlighted by Arnault nearly a decade ago. Speaking at the Oxford Union debating society in 2016, he recounted how he bought LVMH shares after the 2008 financial crisis, which he said at the time went on to more than triple in price.
      4.14K1
      Report
       
       
       
       

      Most Discussed