Investments 27 February 2026 - 2 March 2026

American Express shares traded near $309 Monday, little changed as investors weighed hotter U.S. factory inflation data and delayed rate cut expectations. The company disclosed plans for a new headquarters at 2 World Trade Center, with no material financial impact expected. Investors await the March 6 U.S. jobs report and AmEx’s April 24 earnings for further direction.

JPMorgan shares fell about 1% to $297.19 on Monday as oil prices surged over 8% amid escalating Middle East tensions. Both JPMorgan and Citigroup told some Middle East staff to work from home, citing security concerns. The Dow, S&P 500, and Nasdaq all declined, while the VIX hit a three-month high. Traders focused on upcoming U.S. economic data, including Friday’s jobs report.

Ondas Inc shares rose 16.6% to $11.75 Monday morning after announcing a $10 million investment in World View Enterprises and a partnership to develop surveillance and airspace defense systems. An SEC filing confirmed the deal and attached the press release. The stock had closed at $10.08 Friday. No timeline or revenue targets were disclosed.

Baldwin Insurance Group shares slipped 0.9% to $23.02 in early premarket trading Monday, after jumping 25.6% Friday on earnings and a $250 million buyback plan. The company reported a fourth-quarter net loss of $43.7 million and a 15% rise in adjusted EPS to $0.31. CEO Trevor Baldwin and CFO Brad Hale are scheduled to speak at 8:40 a.m. ET.

Palantir shares closed up 0.9% at $137.19 on Friday after UBS and Rosenblatt issued buy ratings with targets of $180 and $150, respectively. The stock has fallen about 33% from its October high. Investors await Friday’s U.S. jobs report, which could affect rate expectations and risk appetite. The S&P 500 and Nasdaq ended February with their steepest monthly drops since March 2025.

Citigroup shares dropped 5.2% to $110.19 on Friday, with trading volume nearly doubling to 29.1 million. The KBW Nasdaq Bank Index fell 4.9% as investors reacted to higher U.S. inflation, renewed credit worries, and sector-wide risk aversion. U.S. stocks ended lower, with the Dow down 1.05% and the S&P 500 off 0.43%. Focus turns to next week’s jobs data and fallout from private credit strains.

Hong Kong Exchanges and Clearing shares closed at HK$419 on Friday, up 2.7% for the week, after reporting a record 2025 profit of HK$17.75 billion and raising its full-year dividend to HK$12.52 per share. The exchange posted a 90% jump in average daily turnover and announced the shares will trade ex-dividend on March 11. Four new Hong Kong IPOs launched Friday, seeking up to HK$4.9 billion.

Japan Exchange Group shares closed Friday at 2,135.5 yen, up 3.5% on the day and 13.8% for the week, with 6.84 million shares traded. Tokyo’s core inflation slowed to 1.8% in February, dipping below the Bank of Japan’s 2% target. The Nikkei ended at a record high, rising 10.4% in February. The yen remains in focus ahead of key BOJ and U.S. data next week.

Euronext shares closed Friday at 140.00 euros, up 2.2% on the day and nearly 10% for the week after a Kepler Cheuvreux upgrade to “buy.” The broker raised its price target to 157 euros. Investors are watching next week’s euro zone inflation data and U.S. jobs report for signs of increased market volatility and trading volumes. Euronext’s Q1 results are due May 19.

MercadoLibre shares rose 0.8% to $1,755.16 Friday afternoon, recovering slightly after a two-day, 9% post-earnings drop. Management cited margin pressure from investments in shipping and credit, with operating margin down 5–6 points. Net revenue and financial income climbed 45% to $8.8 billion in Q4, but net income fell 13% to $559 million. Wall Street analysts cut price targets but maintained buy ratings.

LandBridge shares slipped 0.35% to $74.18 in Friday premarket trading after a 13.7% surge on Thursday. The company raised its quarterly dividend to 12 cents a share and approved a $50 million buyback through 2027. Fourth-quarter revenue reached $56.8 million, with net income at $18.2 million. Barclays lifted its price target to $75; investor day is set for March 19.

Primo Brands shares fell 1.6% to $22.30 in premarket trading Friday after a 15.4% surge Thursday. The company reported Q4 net sales of $1.554 billion and a net loss of $25.3 million, with adjusted earnings of 26 cents a share. Management set 2026 organic net sales growth targets of 0% to 1% and adjusted free cash flow of $790 million to $810 million. Focus remains on direct-delivery service recovery and merger integration.

CoreWeave shares dropped 10.6% to $87.33 in premarket trading Friday after the company warned of higher 2026 spending and margin pressure. Fourth-quarter revenue rose to $1.57 billion, but net loss widened to $452 million as interest expense increased. The company forecast 2026 revenue of $12–13 billion and capital expenditures of $30–35 billion. Revenue backlog stood at $66.8 billion at year-end.

Diageo shares slipped 0.1% to 1,584.5p in early London trading after Citi cut its target price to 2,200p but kept a “buy” rating, citing tougher U.S. conditions. The stock remains under pressure after the company halved its interim dividend and lowered its sales outlook. Investors await details on CEO Dave Lewis’s turnaround plan and the April 16 ex-dividend date.

Shares in St. James’s Place Plc rose 0.5% to 1,385.5 pence in early London trading after the firm raised its shareholder return target to 70% of underlying cash result from 2026. The company reported 2025 net inflows of £6.2 billion and plans to start buybacks tied to 2025 results in March.

London Stock Exchange Group shares rose 0.5% to 8,544 pence by 0804 GMT Friday after activist investor Elliott backed its new £3 billion buyback plan. The stock had surged 9% on Thursday, its biggest one-day gain since March 2022. Elliott called the move a “positive first step” but urged further action. LSEG shares remain down about 30% over the past year.