On 2025-03-23, James Hardie Industries announced the acquisition of outdoor products manufacturer AZEK in a cash and stock deal valued at nearly $9 billion. AZEK shareholders will receive $26.45 in cash and 1.0340 ordinary shares of James Hardie for each AZEK share, bringing the total per share value to $56.88, representing a 37.4% premium to the closing price of AZEK's stock on Friday. On 2025-03-24, James Hardie Industries announced its intention to acquire Azek, a manufacturer of TimberTech and other outdoor building products, for $8.75 billion in a cash-and-stock transaction.

On 2025-03-24, reports indicated that Google’s $32 billion deal with Wiz may signal a turning point for slow IPO and M&A markets.

On 2025-03-24, Melius Research upgraded Boeing to 'buy' from 'hold' after the company secured a contract to manufacture the Pentagon's newest fighter jet. The firm anticipates further positive developments for Boeing.

On 2025-03-24, Lockheed Martin was downgraded by both Melius and Bank of America following the loss of the next-generation jet contract to Boeing. Shares are declining further this morning, after a nearly 6% drop on Friday.

On 2025-03-24, Goldman Sachs downgraded Super Micro to 'sell' from 'hold', anticipating a downside of over 20%. The downgrade is based on concerns about competition and valuation after the stock's 38% year-to-date rally.

On 2025-03-24, Citigroup reduced its price targets for several banks, including Goldman Sachs and Wells Fargo, while raising its price target for Bank of New York Mellon from $82 to $85.

On 2025-03-24, Deutsche Bank upgraded a satellite stock that competes with Elon Musk’s Starlink.

On 2025-03-24, JPMorgan analysts suggest holding Netflix stock, citing its strong engagement and subscription value as defensive factors.

On 2025-03-24, Piper Sandler lowered its price target on Lowe’s and Home Depot, citing pressures on big-ticket spending and tariffs, while maintaining an overweight buy rating on both stocks.

On 2025-03-24, Lennar experienced a series of price target reductions from analysts after its earnings report on Friday. Additionally, Evercore ISI downgraded the stock to a hold-equivalent rating from outperform. Barclays lowered its price target from $121 to $110, expressing concerns about 'cracks' in Lennar's fundamentals. KB Home is scheduled to report tonight.

On 2025-03-24, stock futures rose following reports that President Trump might hold back some planned tariffs, easing global trade war fears. S&P 500 futures added 0.9%, while Nasdaq 100 futures were 1.2% higher. The White House is reportedly planning to issue a more narrow slate of tariffs than previously expected on April 2, 2025, potentially benefiting autos and tech hardware sectors, leading to expectations of a significantly higher opening on Wall Street.