Rolls-Royce Holdings plc

Citigroup has revised its global strategy, choosing the UK's FTSE 100 index as its main "geopolitical hedge"

Citigroup has upgraded its rating on UK stocks. Why did they become a "safe haven"? 

Blue Owl Capital Inc.

Citigroup Inc.

Morgan Stanley

KKR & Co. Inc.

Ares Capital Corporation

American Express Company

Capital One Financial Corporation

Shares of U.S. banks and private asset managers fell on February 27 amid growing concerns about artificial intelligence and instability in the private lending sector. The sell-off affected both the largest Wall Street banks and securities of alternative investment funds.

Market exits credit risk: US bank stocks fall to lowest in nearly a year

Visa Inc.

Microsoft Corporation

Bank of America Corporation

Mastercard Incorporated

Morgan Stanley strategists believe the excessive sell-off in stocks amid concerns around artificial intelligence is creating opportunities for "selective investors." The bank recommends looking for the next "AI market leaders" - fast-growing companies that could benefit from lower valuations and accelerating adoption of AI technology.

Morgan Stanley calls AI panic a chance for selective investors. What's his advice?

Ferrari N.V.

The automaker's stock rose 2 percent in New York - on a day when all three major indexes fell sharply

Ferrari got rid of its latest recommendation to sell shares. What's their potential?

Money is moving into energy, materials, ‌staples, and industrials, Citigroup notes

Reuters: Cheaper, smaller stocks benefitting from risk aversion in tech sector

Now the investment bank is betting on the Japanese market

Citi downgraded European stocks due to EU-US conflict over Greenland

Wells Fargo & Company

Shares of BofA, Wells Fargo and Citibank nonetheless fell in Wednesday trading

Best profits in four years: how three of the largest banks in the U.S. reported

Global investors note cheapness in Chinese stocks amid signs of accelerating corporate earnings growth 

Investment banks bet on a synchronized rise in Chinese stocks and the yuan in 2026

Palantir Technologies Inc.

Citi Research raised its recommendation on the data analytics software maker's shares to "buy" - they are expected to grow even more despite a 135% gain last year

Palantir 'broke' all valuation models: Citi analyst expects them to grow by another 31%

That said, the S&amp;P 500 will still increase more than the global MSCI index, the bank believes

Citi predicted capital flight from U.S. equities and global markets to rise in 2026

JPMorgan Chase & Co.

U.S. financial stocks declined in the premarket on Jan. 12 after U.S. President Donald Trump called for an annual cap on U.S. credit card interest rates, threatening a key source of revenue for banks and other lenders, Reuters <a href="https://www.reuters.com/business/finance/us-financial-stocks-fall-after-trump-calls-credit-card-rate-cap-2026-01-12/">writes</a>.

Trump's idea to cap credit card rates crashed US bank stocks

Microchip Technology Incorporated

<a href="https://oninvest.com/issuers/ctrn?from=data">Citi</a> named <a href="https://oninvest.com/issuers/mcp-de?from=data">Microchip Technology (MCHP)</a> as its top pick for 2026. Analysts expect the company to deliver the most growth over forecasts as <a href="https://oninvest.com/issuers/mcp-de?from=data">Microchip Technology</a> 's sales and margins have declined the most from peak levels,<a href="https://seekingalpha.com/news/4534531-citi-2026-semis-outlook-mchp-top-pick-avgo-adi-mu-nxpi-txn-buy-rated"> according to</a> Seeking Alpha.