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Chicago, IL – September 3, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Keurig Dr Pepper KDP, TE Connectivity TEL, Corning GLW and Tencent Music Entertainment Group TME.
What is happening across this packed 4-day Global Week Ahead?
· Another batch of closely-anticipated U.S. Federal nonfarm jobs data
· A high-level regional security gathering happens in Mainland China
· Political upset in France, and
· The blockbuster Bolsonaro trial in Brazil is coming up
It's time to catch up with that post-summer read in…
Next are Reuters’ five world market themes, re-ordered for equity traders—
(1) The School Year Starts. What Happens in SEP to Risk Markets Can Be Volatile!
Pack away the beach towels and stow the deck chairs, summer (in most places) is over. Markets sense it too.
In a foretaste of the pick-up in activity in September, French markets sold off this week on political turbulence, and the U.S. Treasury curve steepened after President Trump said he would fire Federal Reserve Governor Lisa Cook.
France's Prime Minister, trying to get budget-cut plans across the line, has called a no-confidence vote for September 8th. He is expected to fail.
At the same time, the September Fed meeting will take place against growing angst about central bank independence.
So, that's two already on the September market risks check-list.
Stock markets near record highs, smack of complacency, and bond markets — where plenty of risk is priced in — are unlikely to breathe soon.
(2) On Friday, Sept. 5th, the August Federal Nonfarm Payroll Number Is Out
The next U.S. jobs report on September 5th could cement expectations of an impending Federal Reserve rate cut.
The August non-farm payrolls report is expected to show growth of 78,000 jobs, according to a Reuters poll, versus 73,000 for July.
Last month's weak report, which included huge downward revisions for the prior two months, heightened market expectations the Fed will ease rates in September.
Fed Chair Jerome Powell appeared to support those expectations at his Jackson Hole speech, saying that risks to the job market were rising.
The jobs data coincides with wariness about threats to the Fed independence after Trump set about trying to fire Fed Governor Cook.
(3) Global M&A Is Back — to Highs Not Seen Since 2021
The value of global mergers and acquisitions (M&A) has hit highs not seen since the 2021 post-pandemic boom.
Despite earlier market turmoil and a reduced number of transactions, by the end of the year, we could be near the $4 trillion in deals forecast by some dealmakers last year.
Tariff-driven expansion, sector consolidation and cross-border strategic alliances are some of the drivers. Keurig Dr Pepper's $18 billion takeover of JDE Peets highlights how companies may be navigating rising U.S. tariffs.
And the takeover of UK assets by largely U.S. bidders will likely continue given an ongoing valuation gap between the two regions. While some deals have taken longer to get done, downward pressure on rates and a strengthening macro environment will support M&A momentum, says BNP Paribas's UK head of advisory Kirshlen Moodley.
(4) On Sunday, 20 World Leaders Gather at a Regional Security Forum in Tanjin, on Mainland China
Over 20 world leaders gather at a regional security forum in China come Sunday, in a powerful show of solidarity when Trump is seeking to double down on his vision of U.S. supremacy.
Russia's Vladimir Putin, welcomed back onto the world stage by Trump in August, joins the Shanghai Cooperation Organization summit in Tanjin. The event also marks the first visit to China by India's Narendra Modi in over seven years.
Days later, Chinese President Xi Jinping hosts North Korean leader Kim Jong Un at Beijing's "Victory Day" parade.
Markets should pay attention as Xi looks to position China as a global force in a shifting geopolitical landscape. China has increased deployments around Taiwan and the disputed South China Sea.
Another round of China PMI releases, meanwhile, is expected to show that economy continues to struggle.
(5) The High-Stakes Bolsonaro Trial Gets Underway in Brazil
Brazil's high-stakes trial of former President Jair Bolsonaro enters its final stretch on Tuesday, with the far-right leader and seven of his closest aides accused of plotting a coup to overturn the 2022 election result.
If found guilty, he could face over 40 years in jail. For markets, the immediate issue is that it could further rile Trump who has already imposed 50% tariffs on Brazilian goods for what he calls the "witch hunt" against Bolsonaro.
Some of Brazil's biggest exports, such as aircraft, energy and orange juice, have so far avoided the tariffs, so the concern is that Trump could turn his attention to them.
A parallel case at Brazil's Supreme Court is investigating Bolsonaro and his son, congressman Eduardo Bolsonaro, for trying to pressure justices to acquit the former president.
That is crucial, too, as it could mean there is no Bolsonaro on the ballot for next year's election and Trump's attacks seem to have lifted current Brazil President Luiz Inacio Lula da Silva's popularity rating.
(1) TE Connectivity: This is a $208 a share stock, with a market cap of $64.5B. It is found in the Electronic-Miscellaneous Components industry. There is a Zacks Value score of D, a Zacks Growth score of B, and a Zacks Momentum score of D.
TE Connectivity is a global technology company that designs and manufactures connectivity and sensor solutions for a wide range of industries, including automotive, aerospace, defense, energy, and medical. With operations in over 130 countries, the company provides innovative products that enable connectivity across diverse sectors.
Based in Galway, Ireland the company focuses on emerging technologies such as 5G, electric vehicles, industrial automation, and smart cities to position itself at the forefront of connectivity advancements.
TE Connectivity reported net sales of $3.84 billion in fiscal first-quarter of 2025. It reports under the following two segments –
Transportation Solutions(58.5% of first-quarter fiscal 2025 net sales): The segment caters to the needs of automotive, commercial transportation and sensors end markets. It offers sensor solutions and automotive connectivity solutions and products. Its electronic components comprising, connectors, wire and cable, circuit protection devices, heat shrink tubing and molded parts. It also provides application tooling and custom-engineered solutions for the aerospace, defense, and marine markets.
Industrial Solutions (41.5% of first-quarter fiscal 2025 net sales): The segment caters to growing demand for the company’s products in the end markets – industrial equipment, energy, and aerospace, defense, oil and gas. TE Connectivity supplies electronic components, including connectors, relays, circuit protection devices, antennas and heat shrink tubing for industrial machinery, consumer devices, data communications and household appliance markets. Further, it also offers intelligent building and rail products.
(2) Corning: This is a $69 a share stock, with a market cap of $59B. It is found in the Communication Components industry. There is a Zacks Value score of D, a Zacks Growth score of C, and a Zacks Momentum score of F.
New York-based Corning Inc. started out as a glass business that was reincorporated in 1936. The company has since developed its glass technologies to produce advanced glass substrates that are used in a large number of applications across multiple markets.
Corning reports results under six operating segments:
The Display Technologies segment (25% of total core sales in 2024) includes glass substrates that are commonly found in liquid crystal display (LCD) TVs, notebooks and flat-panel desktop personal computer (PC) monitors. The company’s specialty, active-matrix substrates improve the brightness and sharpness of images.
The company’s Optical Communications products (35.4%) may be categorized into two. The first category comprises cables. Products are typically sold to its own subsidiaries, which then distribute to end users. The second category is hardware and equipment, which comprises optical and copper connectivity products.
Automotive Business(12.7%) is created by separating the Automotive Glass Solutions business from the Hemlock and Emerging Growth Business and converging it with the Environmental Technologies segment in the first quarter of 2025. The segment also makes ceramic substrates required for mobile and stationary pollution and emission control systems. The primary users of Corning’s products are automotive and diesel engine manufacturers.
Specialty Materials (13.3%) include different formulations for glass, glass ceramics and fluoride crystals that render special properties to each separate substrate, making it suitable for specific industrial and commercial use.
Life Sciences(6.5%) products are sold under the Corning, Costar and Pyrex brands primarily for laboratory equipment, such as microplate products, coated slides, filter plates for genomics sample preparation, plastic cell culture dishes, flasks, cryogenic vials, roller bottles, mass cell culture products, liquid handling instruments, Pyrex glass beakers, serological pipettes, centrifuge tubes and laboratory filtration products.
Hemlock and Emerging Growth Businesses, which include solar and semiconductor products and all other businesses that are not part of any other segments, accounted for 7.5% of total sales.
(3) Tencent Music Entertainment Group: This is a $96 a share stock, with a market cap of $42.7B. It is found in the Media Conglomerates industry. There is a Zacks Value score of F, a Zacks Growth score of C, and a Zacks Momentum score of F.
Tencent Music Entertainment Group provides an online music entertainment platform primarily in China.
The company offers online music, recording, and music-centric live streaming services.
Tencent Music Entertainment Group is based in Shenzhen, China.
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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This article originally published on Zacks Investment Research (zacks.com).
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