Mon, Sep 21, 2026 - Page 38
8070 indexed SquawkNews stories from this UTC day. Showing 4441-4560.
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Analysts reiterate Buy on Corcept after EMA CHMP support
EMA CHMP backed relacorilant plus nab—paclitaxel for platinum—resistant ovarian cancer; HC Wainwright reiterated Buy and a $165 target, implying ~43.7% upside ahead of an EU decision.
EQUITY | Sep 21, 2026, 11:31 AM UTC
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Firefly Aerospace secures Vandenberg processing contract through 2033
Firefly Aerospace (NASDAQ:FLY) secured a NASA spacecraft processing contract through 2033 for Vandenberg payloads and added Zeno Power’s radioisotope technology to its Blue Ghost lunar mission to demonstrate extended lun
EQUITY | Sep 21, 2026, 11:31 AM UTC
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Hecla reports 2025 silver reserves; RBC trims PT
Hecla Mining reported 2025 silver reserves of 231M oz and raised 2026 exploration spending, guiding 2026 production to 15.1—16.5M oz after Q2 output of 4.2M oz. RBC cut its price target to $20 from $24.
EARNINGS | Sep 21, 2026, 11:31 AM UTC
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Weekly Recap: Nike revenue decline and S&P 100 removal
Recap notes NIKE Class B weaker FY26 results with shrinking direct and China sales, cost cuts, analyst price-target downgrades and Neutral ratings, shares trading below key moving averages ahead of an Oct. 1 fiscal Q1 20
EQUITY | Sep 21, 2026, 11:31 AM UTC
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Ascendis Pharma approves $400M buyback; TransCon Semaglutide in-house
Ascendis Pharma A/S (NASDAQ: ASND) approved a $400M share repurchase program and moved once-monthly TransCon Semaglutide development back in-house after ending a 2024 collaboration.
EQUITY | Sep 21, 2026, 11:31 AM UTC
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Credo posts Q1 revenue surge; guides Q2 $525M-$535M
Credo Technology Group Holding Ltd. reported Q1 FY2027 revenue of $479M (+114.7% YoY) and guided Q2 revenue to $525M–$535M while rolling out 224G 1.6T ZeroFlap transceivers.
EQUITY | Sep 21, 2026, 11:31 AM UTC
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Morgan Stanley details MSBT Bitcoin holdings and 2027 comp plan
Morgan Stanley reported rising inflows into its MSBT Bitcoin fund and said it holds $609M+ in Bitcoin. It also outlined a 2027 compensation plan and advisor pay grid, and is converting eight muni funds to ETFs while expa
CRYPTO | Sep 21, 2026, 11:31 AM UTC
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Harmonic raises FY2026 revenue guidance to $505M–$525M
Harmonic raised fiscal 2026 revenue guidance to $505M–$525M, citing fiber and intelligence growth, a move toward recurring revenue and capital returns. Rosenblatt maintained a Buy and $20 price target on HLIT.
EARNINGS | Sep 21, 2026, 11:31 AM UTC
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Moody's buys minority stake in PhilRatings, keeps Bangladesh B2 stable
Moody's Corporation (MCO) bought a minority stake in PhilRatings while staying independent, and maintained Bangladesh's B2 sovereign rating with a stable outlook, citing eased political risk, stronger FX reserves and rec
RATES | Sep 21, 2026, 11:31 AM UTC
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Goldman warns Q3 FICC may lag equities; non-comp costs +$500M
Goldman Sachs said Q3 FICC may trail equities and that non-comp expenses will rise by about $500M, while expanding asset & wealth management and Alternatives AUM toward 2030 targets.
EARNINGS | Sep 21, 2026, 11:31 AM UTC
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Morningstar declares $0.50 quarterly dividend and rebrands CRSP indexes
Morningstar said it will pay a $0.50 quarterly cash dividend on Oct. 30, 2026, and will fold CRSP into its business, rebranding CRSP Market Indexes as Morningstar Market Indexes.
EQUITY | Sep 21, 2026, 11:31 AM UTC
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Lumentum shows 1060 nm VCSEL die-to-die interconnect at ECOC 2026
Lumentum showcased a 1060 nm VCSEL die-to-die interconnect with Qualcomm and Corning at ECOC 2026, citing ~1 Tb/s per mm today and a roadmap to ~4 Tb/s per mm. Director Erman Timurdogan will present Sept. 23 on scaling 8
EQUITY | Sep 21, 2026, 11:31 AM UTC
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Kymera STAT6 Phase IIb data and BofA target reviewed
Kymera Therapeutics is advancing its STAT6 program toward Phase III, with Phase IIb atopic dermatitis data due by year-end. The roundup also notes BofA raised its price target to $144.
EQUITY | Sep 21, 2026, 11:30 AM UTC
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KKR weekly recap highlights asset sale gains and private credit growth
KKR said it raised $3.3B in an asset sale and booked about $2B gains, while scaling private credit with YTD originations above $80B and expanding deal activity in Europe and Asia, including JVs and minority stakes.
EQUITY | Sep 21, 2026, 11:30 AM UTC
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RBC ROE tops 18%; HSBC synergy savings beat targets
RBC reported Q3 ROE just above 18% and YTD ROE of 17.6%, along with 13.5% CET1. The bank said it delivered CAD 760M in HSBC synergy savings and raised AI and revenue synergy targets, citing efficiency gains from mortgage
EQUITY | Sep 21, 2026, 11:30 AM UTC
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ANI Pharmaceuticals cuts 2026 guidance after early headwinds
ANI Pharmaceuticals cut 2026 guidance after early-year headwinds, while saying sales-force expansion, capital allocation, and ongoing clinical programs position the business alongside revenue/EBITDA gains from rare disea
EARNINGS | Sep 21, 2026, 11:30 AM UTC
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Contineum Therapeutics shares fall after MOONLIGHT-1 efficacy miss
CTNM fell about 10% after Phase 2 MOONLIGHT-1 (JNJ-5120/PIPE-307) missed its Day 5 MADRS efficacy endpoint; PIPE-307 also failed a Nov 2025 MS mid-stage trial. J&J is reviewing data, while CTNM says it has $236.6M cash a
EQUITY | Sep 21, 2026, 11:30 AM UTC
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GM shifts pickup production; expects ~35,000 truck cut in Q4 2026
General Motors says it is shifting production to a next-gen pickup platform that will cut about ~35,000 trucks in Q4, while targeting digital, defense and insurance revenue growth and connected services of $3B.
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Weekly recap highlights East West Bancorp record revenue and earnings
East West Bancorp reported record revenue and earnings with YoY growth in deposits, loans and assets, citing low LTVs and diversified loans. TD Cowen reiterated a Buy and set a $150 price target, citing cross-border infl
EQUITY | Sep 21, 2026, 11:30 AM UTC
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U.S. Bancorp guides Q3 NII, fee revenue to top; pauses buybacks
U.S. Bancorp expects Q3 NII and fee revenue to reach the top of guidance, with ~6–7% loan growth, solid deposits and stable charge-offs, and expenses ~8% higher. It paused buybacks while keeping a 70–75% payout target, a
EQUITY | Sep 21, 2026, 11:30 AM UTC
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DEFT - DeFi Technologies' Subsidiary Valour Launches Valour Funds SPC, a New Business Line, and Introduces Its First Hedge Fund, Smart Crypto Fund SP, Powered by Neuronomics' Proprietary AI Strategy
DEFT - DeFi Technologies' Subsidiary Valour Launches Valour Funds SPC, a New Business Line, and Introduces Its First Hedge Fund, Smart Crypto Fund SP, Powered by Neuronomics' Proprietary AI Strategy
CRYPTO | Sep 21, 2026, 11:30 AM UTC
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Gossamer Bio targets September seralutinib NDA; HC Wainwright raises PT
Gossamer Bio said it remains on track to file an NDA for seralutinib for pulmonary arterial hypertension in September. HC Wainwright kept a Buy and raised its price target to $90 from $2.
EQUITY | Sep 21, 2026, 11:30 AM UTC
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CRML jumps premarket on Romania JV refinery study, WA court orders
Critical Metals Corp. (NASDAQ:CRML) surged premarket after unveiling a Romania JV refinery study for Tanbreez eudialyte (100,000 t/y capacity, ~$1.85B capex, ~55% IRR, ~2-year payback) and receiving WA court orders that
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Dow cuts Q3 guidance; pushes efficiency, deleveraging actions
Dow said it cut Q3 guidance while pursuing global price hikes and accelerating cost savings, divestitures and shutdowns to improve efficiency and deleveraging. The company cited cheaper oil-to-gas feedstock benefits, tem
EARNINGS | Sep 21, 2026, 11:30 AM UTC
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Barrick and Newmont expand Nevada Gold Mines operations
Barrick Mining (ABX) and Newmont expanded Nevada Gold Mines with Fourmile, Fiberline and Mike for a combined ~100M oz after Newmont paid Barrick $1.95B.
COMMODITIES | Sep 21, 2026, 11:30 AM UTC
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Johnson & Johnson weekly recap: Q1—Q2 beats, raises guidance
The item recaps Johnson & Johnson’s Q1—Q2 results and a guidance raise, citing oncology and medtech momentum, pipeline wins (including PAPILLON), and a proposed $5.5B talc deal. It also notes proposed steady growth and d
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Canaan recap highlights CAN crypto sales, ADS buyback, and lower BTC production
Canaan reported selling ~3,952 ETH and 54 BTC for $13.9M and using $5.4M to repurchase ~13.6M ADSs, while bitcoin production fell for a third month.
CRYPTO | Sep 21, 2026, 11:30 AM UTC
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Phillips 66 cites tighter refining fundamentals; analysts lift PTs
Phillips 66 said disruptions from Russia and the Middle East are tightening refining fundamentals unevenly across the barrel. Ahead of Q3 2026 results, BMO and Morgan Stanley reportedly lifted PSX price targets ahead of
ENERGY | Sep 21, 2026, 11:30 AM UTC
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Novo Nordisk CSO: We Believe Nextgen GLP-1 To Be Potentially Differentiated Across Efficacy, Convenience, Safety, Tolerability
Novo Nordisk CSO: We Believe Nextgen GLP-1 To Be Potentially Differentiated Across Efficacy, Convenience, Safety, Tolerability
NEWS | Sep 21, 2026, 11:30 AM UTC
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Weekly Recap: Zilebesiran Phase 2 BP drop and 2026 TTR guidance cut
Alnylam Pharmaceuticals, Inc (NASDAQ:ALNY) rode AMVUTTRA’s strong launch and expanding access while zilebesiran showed Phase 2 BP benefit as Phase 3 ZENITH enrolls 11,000 patients; company trimmed 2026 TTR revenue guidan
EARNINGS | Sep 21, 2026, 11:30 AM UTC
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Mizuho estimates trading cards add 1–2% to Target revenue
Mizuho estimates trading cards could represent ~1–2% of Target (TGT) revenue and support near-term sales via store traffic. The note also links Target’s Up & Up private-label push to attracting price-conscious shoppers v
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Southwest weekly recap: 737 MAX, fees, seating, loyalty changes
Southwest is rolling out fees and assigned seating, expanding lounge access with Chase, adding Starlink to about 300 planes, and adjusting loyalty. The company is trimming 2026 capacity growth to about 1.5%-3% amid highe
EQUITY | Sep 21, 2026, 11:30 AM UTC
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CCXI seeks vote linking Digit 5 rollout to merger
Churchill Capital Corp. XI (CCXI) is seeking shareholder approval to merge with Agility Robotics, tying the timing and rollout of Agility’s Digit 5 platform to the transaction. The deal is expected to close in Q4 2026, c
MNA | Sep 21, 2026, 11:30 AM UTC
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Weekly Recap: 2026 financial outlook and Q3 2026 earnings schedule
M&T Bank Corporation (NYSE:MTB) is guiding 2026 with net interest income of $7.2—7.35B, fee income $2.8—2.85B and expenses $5.5—5.6B while accelerating AI-driven modernization—applying AI to underwriting and anomaly dete
EARNINGS | Sep 21, 2026, 11:30 AM UTC
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United Rentals cites faster large-project surge and raised July guidance
United Rentals said CEO Matt Flannery told Morgan Stanley that a faster-than-expected surge in large projects spurred raised July guidance. The company also described deploying an AI equipment agent via ChatGPT and using
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Weekly Recap: 3-yr $2.5—3B R&D plan and 10% stock jump after forum
Ciena Corporation (NYSE:CIEN) outlined a $2.5—3B R&D plan and pursuit of strategic buys like Nubis while citing a BB+ rating, $20B M&A capacity and 70% free—cash—flow returns target, and shares jumped after FY29 targets
MNA | Sep 21, 2026, 11:30 AM UTC
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IonQ lifts 2026 revenue guidance to $450M–$460M
IonQ raised 2026 revenue guidance to $450M–$460M, citing SkyWater consolidation and expanded cloud deals with AWS, Microsoft Azure and Google Cloud. The update also references progress in GPT demos and DOE Quantum Genesi
EARNINGS | Sep 21, 2026, 11:30 AM UTC
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Eli Lilly weekly recap highlights Q2 strength, FDA approval
Recap says Eli Lilly surged on strong Q2 results and raised guidance, citing growth drivers including Mounjaro, Zepbound and oral Foundayo, plus advances from Inluriyo, Retatrutide, Foundayo and CAR—T/vaccine investments
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Medtronic trims MiniMed via tax-free exchange
Medtronic said it is launching a tax-free exchange to reduce its ownership of MiniMed to about 89.9%, highlighting growth drivers including cardiac ablation, renal denervation, Hugo robotics and Altaviva, plus AI-enabled
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Visa phases out memecoin merchant code for Crossmint-style purchases
Visa is phasing out the memecoin merchant code used for Crossmint-style purchases, moving those transactions under crypto rules after a short grace period.
CRYPTO | Sep 21, 2026, 11:30 AM UTC
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T-Mobile sets Oct. 28 for Q3 2026 results
T-Mobile US says it will report Q3 2026 results on Oct. 28, with materials posted ~4:05 p.m. ET and a 4:30 p.m. ET call/webcast. Legal talks with Verizon over ad-claims savings allegations continue.
EQUITY | Sep 21, 2026, 11:30 AM UTC
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NextEra holds 2026 adjusted EPS outlook; buys Dominion Virginia
NextEra Energy held 2026 adjusted EPS guidance at $3.92–$4.02, targeting ≥8% annual EPS growth to 2035 and ~10% dividend growth to 2026. The company also agreed to buy Dominion Energy Virginia and secured $3.3B in Japan-
EARNINGS | Sep 21, 2026, 11:30 AM UTC
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Exxon Mobil weekly recap highlights Q2 cash flow and Petromonagas talks
Recap says Exxon Mobil reported strong Q2 cash flow and shareholder returns, advanced carbon-capture and Rose CCS projects, and is eyeing a return to Venezuela’s Petromonagas amid complex Rosneft-linked stakes, while man
EQUITY | Sep 21, 2026, 11:30 AM UTC
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D.R. Horton adds $5B to buyback plan, Truist trims target
D.R. Horton increased its share repurchase program capacity by $5.0B and committed to at least $3.25B in FY buybacks. Truist cut its price target from $150 to $140. Shares rose about 1.2% after hours.
EARNINGS | Sep 21, 2026, 11:30 AM UTC
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Ares reports higher EBITDA, low defaults; launches PSP JV
Ares Management reported rising EBITDA, low defaults, and a record private credit pipeline, and launched a $2.4B JV with PSP Investments for 14 U.S. logistics assets. It also said it is weighing a consumer arm tied to Op
RATES | Sep 21, 2026, 11:30 AM UTC
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PG&E declares $0.05 quarterly dividend; $30M microgrids plan
PG&E Corporation declared a $0.05 common quarterly dividend for Q3 2026 payable Oct. 15, and preferred dividends for eight series. The company will commit $30M to six community microgrids across six California counties t
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Weekly Recap: $1.0—$1.2B exchange headwinds and $300M—$500M state payments
HCA Healthcare Inc (NYSE:HCA) cut its 2026 outlook after citing $1.0—$1.2B exchange-program headwinds but expects $300M—$500M in state supplemental payments, faces an IRS $736M GRAT tax dispute in U.S. Tax Court, and exp
MNA | Sep 21, 2026, 11:30 AM UTC
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Zebra posts record Q2 2026 results; Needham raises PT to $435
Zebra Technologies reported record Q2 2026 results Aug 4, 2026. Needham raised its price target to $435 from $410, citing strong performance in intelligent operations and sustainability.
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Weekly recap: GE services backlog and GEnx deliveries up
Report says GE Aerospace has about $170B in services backlog and that GEnx deliveries are up 50%, alongside rising commercial services revenue and expansion of its engine install base/shop visits through 2030. The recap
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Zoetis reaffirms full-year outlook amid weaker U.S. demand
Zoetis reaffirmed its full-year outlook despite weaker U.S. companion-animal demand and price cuts for Cerenia and Convenia amid generics. The company highlighted a pipeline targeting an estimated ~$3B renal market, diag
EARNINGS | Sep 21, 2026, 11:30 AM UTC
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Frontline Plc H1 2026 results; BTIG raises FRO target
Frontline Plc reported H1 2026 results for the six months ended June 30, 2026 and posted the report on its website. BTIG raised its price target for Frontline Plc (NYSE:FRO) to $70 from $55.
EARNINGS | Sep 21, 2026, 11:30 AM UTC
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3M outlines AI margin push and expands EBO optics output
3M says it will shrink its site footprint to under 100 over 3—5 years, target 25%+ operating margin next year, and deploy AI to speed supply chains and innovation. It also says it is scaling EBO dust-resistant data-cente
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Disney faces FCC early review of eight ABC licenses
TradingView News says Walt Disney is dealing with a political and regulatory headwind after an FCC early review of eight ABC licenses, which Disney characterizes as retaliation, alongside streaming leadership reshuffles
GEOPOLITICS | Sep 21, 2026, 11:30 AM UTC
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FICO notes UK banks use fraud-fighting products
Fair Isaac says UK banks use its Scam Signal, Falcon Fraud Manager and Enterprise Fraud Solution to block social-engineering and card/account fraud. It also cites June–July 2026 missed-payment accounts rising, with one-m
EQUITY | Sep 21, 2026, 11:30 AM UTC
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European session market picture: S&P 500 +0.69%, Nasdaq 100 +1.08%; EUR/USD -0.02%, WTI -2.69%, LLOY leads volume
European session market picture. US index futures: S and P futures is up 0.69 percent, Nasdaq futures is up 1.08 percent, Dow futures is up 0.84 percent and Russell futures is up 0.75 percent. In currencies, the dollar i
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Truist Financial to report Q3 2026 results Oct. 16
Truist Financial says it will report Q3 2026 results Oct. 16 before the open and host a call at 8:00 AM ET. The company also disclosed sale of a $5.5 billion near-prime auto loan portfolio, with net proceeds of about $5.
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Cummins says H2 2026 North American truck demand remains robust
Cummins Inc. (NYSE:CMI) reports robust H2 2026 North American truck demand and extended QSK95 orders into 2028, while noting NCP cost pass-through into legacy pricing keeps profits flat but trims margins. The company pla
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Weekly Recap: SentinelOne (S) Q2 revenue growth and Bernstein raises price target to $25
SentinelOne, Inc. Class A (NYSE:S) reported Q2 FY2027 revenue of $292M (+21% YY), ARR ~$1.22B and AI-native security ARR tripled as RPO hit $1.7B, lifting adjusted operating margin to 10% and FY2027 revenue guidance to $
EARNINGS | Sep 21, 2026, 11:30 AM UTC
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Edwards Lifesciences weekly recap highlights TAVR growth, PASCAL approval
Edwards Lifesciences projects mid- to high-single-digit durable TAVR growth; coverage shifts and rolling approvals/launches including PASCAL tricuspid and EVOQUE expansion.
EQUITY | Sep 21, 2026, 11:30 AM UTC
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CAVA authorizes up to $100M buyback; 9% same-store sales
CAVA authorized up to $100M in buybacks and reported 9% 2Q same-store sales growth alongside strong new-unit performance. Analysts views were mixed, with RBC trimming its target and Seaport initiating with a Buy. Shares
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Oracle faces debt scrutiny after Project Jupiter AI funding
Oracle arranged about $18B for Project Jupiter AI capacity, with coverage citing near-term cash strain, potential layoffs, a canceled Larry Ellison share sale, and local opposition ahead of an investor event.
EQUITY | Sep 21, 2026, 11:30 AM UTC
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KeyCorp reiterates 2026 targets: 4%–5% loan growth, $1.3B+ buybacks
KeyCorp reiterated 2026 targets, including midpoint loan growth of 4%–5%, NIM around 3% to 3.05%, deposits up, improving credit and shrinking NPAs, and $1.3B+ buybacks. It reported $74B+ AUM, rising payments revenue, a s
EQUITY | Sep 21, 2026, 11:30 AM UTC
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HPE weekly recap: Q2 beat, 2027 growth target, $5B FCF goal
Hewlett Packard Enterprise beat Q2 estimates with $1.11 EPS on $12.2B revenue and raised its fiscal 2027 revenue growth target to 13–17%. The company set a $5B+ long-term FCF goal and commentary cited AI demand alongside
EARNINGS | Sep 21, 2026, 11:30 AM UTC
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Corning sets $2B ATM with Goldman; Mizuho cuts target to $180
Corning Inc set a $2B at-the-market offering with Goldman Sachs. Shares slid about 12% to $145. Mizuho trimmed its target to $180.
EQUITY | Sep 21, 2026, 11:30 AM UTC
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American Water issues $500M 5.55% senior notes due 2033
American Water Works says it issued $500M of 5.55% notes due 2033 to refinance debt and fund loans, alongside updates on acquisitions, a training center and its Essential Utilities merger review.
EQUITY | Sep 21, 2026, 11:30 AM UTC
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MP Materials defends independence amid Shenghe stake control questions
MP Materials Corp reiterated its operational independence amid questions over Shenghe’s stake control, citing Trump-era government backing and DoD ownership, and warned of potential heightened congressional scrutiny. Sha
EQUITY | Sep 21, 2026, 11:30 AM UTC
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ServiceNow Q2 subscription revenue rises 24.5% YoY
ServiceNow reported Q2 subscription revenue of $3.877B (+24.5% YoY), current RPO of $13.2B, and total RPO of $29B. The company said AI products exceeded $1B ACV and agentic-AI deployments grew ninefold, as it advances of
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Weekly Recap: Q4 revenue beat with FY2027 guide and Breakout above $195
Zscaler, Inc. (NASDAQ:ZS) beat Q4 FY2026 expectations with $898.2M revenue, $3.77B ARR and strong AI security bookings while shifting to relationship-based selling that boosted cross-sell and led to a stock breakout abov
EARNINGS | Sep 21, 2026, 11:30 AM UTC
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Weekly recap: Wendy's faces weaker U.S. comps and traffic
Recap says Wendy's reported weaker U.S. comps and traffic, cut its quarterly dividend, pulled 2026 guidance, and is rolling out a limited digital promo (Lisa Barlow’s Baby Gorgeous Meal) via app and DoorDash. It also cit
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Atlassian reports 28% YoY Q4 revenue growth; AI demand accelerates
Atlassian (NASDAQ:TEAM) posted $1.8B Q4 revenue (+28% YoY), with ARR +23% and RPO +44%, citing 31% cloud revenue growth from Data Center-to-cloud migration and cross-sell. CFO James Chuong said AI—via Rovo AI and the Tea
EQUITY | Sep 21, 2026, 11:30 AM UTC
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McDonald's recap flags slower U.S. traffic and investor day plans
The note says McDonald's faces slowing U.S. traffic and references a 52-week low, while higher average checks, digital sales and menu/upgrades are cited as supporting margins. Ahead of the Sept. 23 Investor Day, manageme
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Skyworks extends exchange-offer deadline to Sept. 25, 2026
Skyworks extended the exchange-offer deadline tied to its planned merger with Qorvo to Sept. 25, 2026, and offered up to $1.55B in notes. CEO Philip Brace said the deal is transformative and expects the merger to close t
MNA | Sep 21, 2026, 11:30 AM UTC
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Vera Therapeutics to file TRUTAKNA sBLA with FDA in Q4 2026
Vera Therapeutics said it will file an sBLA for TRUTAKNA with the FDA in Q4 2026, targeting 2027 approval. The company cited early commercial momentum, with shares up about 2% to ~$34.76.
EQUITY | Sep 21, 2026, 11:30 AM UTC
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ON Semiconductor sets 2030 targets including $11B revenue and AI growth
ON Semiconductor (NASDAQ:ON) laid out a 2030 plan targeting ~$11B revenue, strong margins, and AI/data-center and EV power-density chips, aiming for >$2.5B AI revenue by 2030; the stock reacted amid rate concerns and dem
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Cisco pushes AI POD for Splunk amid hyperscaler AI win
Cisco says it is leveraging a $9.3B hyperscaler AI-infrastructure win and $4B FY AI revenue, and is pushing its Cisco AI POD for Splunk with expanded Splunk-AWS security tie-ups.
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Lockheed Martin ramps Patriot/PAC-3 MSE output; wins major contract
The report says Lockheed Martin is scaling missile and fighter production, including Patriot/PAC-3 MSE and AIM-260, while supply-chain limits and multiyear deals shape capacity and margins. It also cites a $58.6B contrac
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Ocugen finds no lesion-size benefit in OCU410ST review
Ocugen said an independent review of 26 OCU410ST patients found no lesion-size benefit, while the study will continue with added resources and a retinal CMO. The company targets GARDian3 12-month top-line in Q2 2027 and
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Ally holds 2026 NIM guidance at 3.6%-3.7%
Ally Financial kept 2026 NIM guidance at 3.6%-3.7% after Q2 NIM around 3.6%, expects about $20M Q3 lease losses from Stellantis recalls, and expects NIM to finish near/above 3.7%. It reported H1 deposits +7% and Corporat
EARNINGS | Sep 21, 2026, 11:30 AM UTC
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Marathon Petroleum refining margin rose to $36.33/boe in recap
Weekly recap notes Marathon Petroleum’s refining margin rose to $36.33/boe from $17.58, helping push shares near new highs. The recap also says the company returned over $2.8B to shareholders and ended Q2 with $7.8B cash
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Super Micro scales to 6,000 racks per month
Super Micro Computer says it is scaling to 6,000 racks/month, touting liquid cooling that captures up to 98% of heat and power reductions up to 40%.
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Marvell recap cites data-center surge and 2nm optical demo
A weekly recap says Marvell is benefiting from AI and hyperscale demand, with data-center sales up 46% and Q revenue at $2.74B, plus a 2nm optical interconnect unveiling and an Azure Payment HSM v2 launch.
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Analysts lift e.l.f. Beauty targets after Rhode sellout
Analysts kept a Buy rating on e.l.f. Beauty (NYSE:ELF), citing Rhode collaboration stock sold out and the company’s international expansion, including an exclusive Sephora Brazil launch on Sept. 29.
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Weekly Recap: Moderna Phase III melanoma results and regulator talks
Moderna surged after positive Phase III melanoma data for its T-cell priming therapy and plans to expand oncology trials with Merck, alongside presentations of upcoming clinical data and regulator talks. Analysts reasses
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Dominion Energy shareholders approve NextEra merger; credits extended
Dominion Energy (NYSE:D) shareholders approved a roughly $66.8B merger with NextEra, expected to close in H2 2027 pending regulators. The deal extends $10 monthly bill credits to four years, adds $100M low-income aid thr
MNA | Sep 21, 2026, 11:30 AM UTC
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General Mills share pressured by private-label; Evercore trims GIS target
General Mills faces share pressure as private-label rivals gain by cutting branded prices and pursuing cost savings. Evercore trimmed its GIS price target to $38 and the company is boosting marketing via Old El Paso spon
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Citigroup to accelerate 2026 spending and boost buybacks
Citigroup said it will accelerate about $500M of 2026 spending, boost buybacks beyond $13B done in 2025, remove Banamex next year (incurring about $9B CTA loss), and target ROTCE just above 11% alongside strong NII growt
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Carnival warns Q2 fuel costs jumped ~30% y/y
Carnival (CCL) said Q2 fuel costs rose ~30% y/y as crude rallied, squeezing margins amid limited hedging. Analysts cut price targets; William Blair still expects a modest Q3 EPS beat and ~2% net yield upside ahead of the
EARNINGS | Sep 21, 2026, 11:30 AM UTC
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Eaton raises 2026 organic growth to 12%, cites data-center deals
Eaton Corp. Plc (ETN) raised 2026 organic growth to 12% and said its 2030 revenue goal is a floor, citing record backlogs and data-center demand, alongside about $13B of deals (Resilient Power, Fibrebond, Boyd), even as
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Century Aluminum faces Oklahoma litigation; Wells Fargo cuts target
Century Aluminum (NASDAQ:CENX) is dealing with Oklahoma state litigation backed by the U.S. Justice Department related to national security and environmental review, and it cut smelter fluoride emissions 37% amid local o
EQUITY | Sep 21, 2026, 11:30 AM UTC
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XCH - EnBW Deploys XCharge C7 480 kW Fast Chargers Across Its Nationwide Charging Network in Germany
XCH - EnBW Deploys XCharge C7 480 kW Fast Chargers Across Its Nationwide Charging Network in Germany
NEWS | Sep 21, 2026, 11:30 AM UTC
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Micron recap: Q3 results, $10B research plan, new 512GB DDR5 RDIMM
Micron Technology reported strong Q3 results and announced a $10B research investment, plus a new 512GB DDR5 RDIMM. The company also said it secured $22B in client deals and multi-year contracts, citing surging DRAM/HBM
EQUITY | Sep 21, 2026, 11:30 AM UTC
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US Briefing 21/09/2026: Trump Says He Is ‘Open’ To Meeting Iran’s Pres During UNGA; Trsy Sec Bessent Hails US-China AI Dialogue Ahead Of Leaders’ Meeting
Trump Says He Is Open To Meeting Iran s Pres During UNGA Trump Warns He s Entered Deciding Mode On Iran, Big Things In Store Pakistan Interior Minister Visits Iran To Discuss Regional Situation Ukraine Fires Over 1K Dron
CENTRAL_BANK | Sep 21, 2026, 11:30 AM UTC
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Coca-Cola reports Q2 2026 results and outlines $10B U.S. plan
Coca-Cola reported Q2 2026 revenue of $13.4B (+7% y/y), unit-case volume +5%, and comparable EPS of $0.97. The company also unveiled a $10B U.S. infrastructure push through 2026–2030. UBS named it a top defensive beverag
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Pagaya secures up to $700M forward-flow auto-loan deal
Pagaya Technologies says it secured up to $700M in a first forward-flow auto loan deal with Neuberger Specialty Finance and added payments veteran Jason Gardner to its board.
MNA | Sep 21, 2026, 11:30 AM UTC
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UBS lifts HubSpot price target to $290 on hybrid pricing
UBS raised its price target on HubSpot and cited the rollout of hybrid pricing, an upgraded ChatGPT connector with weekly users up 250%, pilots in Nordics/Benelux, and new Revenue Hub productivity tools, alongside aggres
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Allstate reports $748M August catastrophe losses, $29.3M preferred dividend
Allstate said August catastrophe losses totaled $748M pre-tax ($591M after tax). It said July–August combined losses were $1.43B pre-tax ($1.13B after tax) and announced preferred dividends of about $29.3M payable Oct. 1
EQUITY | Sep 21, 2026, 11:30 AM UTC
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PAA sells $1.5B junior subordinated notes; Citigroup lifts target
PAA sold $1.5B of junior subordinated notes: $700M Series A at 6.75% and $800M Series B at 7.00%, due 2056 with reset and call features. Citigroup raised its 12-month price target to $25 from $22.
RATES | Sep 21, 2026, 11:30 AM UTC
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Bloom Energy Q2 sales jump; raised guidance and backlog
Bloom Energy rallied after Q2 revenue rose to $1.065B. The company raised guidance and cited a higher ~$20B backlog, supported by an 800V DC fuel cell aimed at lowering AI data-center capex/TCO. It also referenced Brookf
EARNINGS | Sep 21, 2026, 11:30 AM UTC
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IBKR cuts Japan margin borrowing costs and powers Daol Fi PRO
Interactive Brokers reduced borrowing costs in Japan at its IBSJ unit by charging interest only on financed portions, and its trading engine powers Daol Investment’s Fi PRO app to expand U.S. equities access for Daol’s K
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Lucid recap: Bolt and Nvidia Level 4 AV plan, Saudi facility
Lucid Group partnered with Bolt and Nvidia to deploy Level 4 AV fleets and build EVs at a new Saudi facility. The company also moved to exit an AlixPartners review after planning $1.4B in 2026 cash-flow improvements to c
EQUITY | Sep 21, 2026, 11:30 AM UTC
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IFRX - InflaRx to Host Virtual Capital Markets Day
IFRX - InflaRx to Host Virtual Capital Markets Day
NEWS | Sep 21, 2026, 11:30 AM UTC
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Rocket Lab recap: Iridium funding and Neutron test milestones
Rocket Lab is advancing its Iridium acquisition financing and Neutron tests, while booking missions through 2029 and citing higher revenue/backlog and a growing launch cadence, plus Space Force and Viasat contract wins.
EQUITY | Sep 21, 2026, 11:30 AM UTC
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CME Group recap: suit with CFTC and SSF/credit futures updates
CME Group is fighting the CFTC over whether certain perpetual recurring funding contracts are swaps or futures. The recap also cites expansion of listing dated single-stock futures and the launch of credit futures with $
MACRO | Sep 21, 2026, 11:30 AM UTC
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PANW Q4 revenue and ARR; Bernstein cuts to Market Perform
Palo Alto Networks reported Q4 revenue of $3.41B and next-gen security ARR of $9.10B, with GAAP operating income of $172M and adjusted runs near $1B. Bernstein downgraded PANW to Market Perform after a peer-driven pullba
EQUITY | Sep 21, 2026, 11:30 AM UTC
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BMY recap: Amgen Opdivo biosimilar suit, Hengrui licensing
Bristol-Myers Squibb sued Amgen over an Opdivo biosimilar, discussed a potential $15.2B licensing deal with Jiangsu Hengrui Pharma, and reported durable two-year Sotyktu/POETYK results while declaring a $0.63 quarterly d
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Opendoor Q3 outlook: revenue growth, higher contribution profit
Opendoor guided Q3 to modest revenue growth and sharply higher contribution profit while reaffirming a 2026 ANI-positive goal. The company also sold shares and repurchased convertible debt that incurred a $933M noncash l
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Microsoft recap highlights dividend increase and AI capex plans
Microsoft says it is funding FY capex of about $145B, including $41B in Q4, while raising its dividend and maintaining a buyback program above $40B; reporting also notes internal debate and court filings related to AI ne
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Zions Bancorporation folds Basis Multifamily agency platform
Zions Bancorporation NA (NASDAQ:ZIONP) closed and folded Basis Multifamily Finance’s agency lending platform into its capital markets unit to broaden agency lending capabilities, noted alongside recent Benzinga ratings a
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Abbott agrees $385M settlement; confirms $0.63 quarterly dividend
Abbott Laboratories agreed to a $385M civil settlement over alleged contaminated infant formula from its Sturgis and Casa Grande plants, said tests found no Cronobacter sakazakii in unopened distributed formula, and conf
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Regeneron sees EYLEA HD momentum but warns biosimilar competition
Regeneron says EYLEA HD is gaining market momentum, but notes looming biosimilar competition could limit future growth. The company also says cemdisiran is positioned for launch in myasthenia gravis to support its immuno
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Zillow weekly recap flags broker preview expansion, rent-vs-buy tools
TradingView News weekly recap says Zillow is expanding agent reach via a 400+ broker preview program and revenue-share leads, promotes rent-vs-buy AI tools comparing U.S. median rent ($1,948) with typical mortgage costs
EQUITY | Sep 21, 2026, 11:30 AM UTC
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ARAI - Arrive AI to Demonstrate Live Robot -to-Arrive Point Handoff at VARTECH 2026
ARAI - Arrive AI to Demonstrate Live Robot -to-Arrive Point Handoff at VARTECH 2026
NEWS | Sep 21, 2026, 11:30 AM UTC
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STLD sees strong Q3 2026 demand; JPMorgan cuts PT
Steel Dynamics says Q3 2026 steel demand and orders look strong, citing low inventories and broad strength across non-residential construction, energy, automotive and industrial markets. JP Morgan trimmed its price targe
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Weekly recap cites MARA’s $2.4–$2.7B Bitcoin treasury
TradingView News recap says MARA has a $2.4–$2.7B Bitcoin treasury and has made consecutive BTC buys via FalconX.
CRYPTO | Sep 21, 2026, 11:30 AM UTC
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Viking Therapeutics advances VK2735 to Phase 3; shares dip
Viking Therapeutics advanced obesity drug VK2735 to Phase 3 after Phase 2 showed ~15% mean weight loss at the top dose. The company says two fully enrolled Phase 3 trials target topline data in H2 2027; shares dipped ~1%
EQUITY | Sep 21, 2026, 11:30 AM UTC
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MDCX - Medicus Pharma Announces Exclusive Development Focus for SkinJect® in Gorlin Syndrome Following Commercial, Clinical and Regulatory Assessment
MDCX - Medicus Pharma Announces Exclusive Development Focus for SkinJect® in Gorlin Syndrome Following Commercial, Clinical and Regulatory Assessment
NEWS | Sep 21, 2026, 11:30 AM UTC
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Bitdeer signs $4.7B Norway lease while continuing weekly BTC sales
Bitdeer Technologies Group says it signed a $4.7B 16-year Norway lease (scalable to $8B), grew AI cloud ARR to about $86M in August, and is preparing an A202 liquid-cooled NVIDIA GPU facility while continuing weekly Bitc
CRYPTO | Sep 21, 2026, 11:30 AM UTC
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lululemon faces weak Q2 revenue, stock near seven-year low
Weekly recap notes lululemon’s Q2 revenue slipped to about $2.42B, with global comps down 9% and Americas comps down 12%, and the stock near a seven-year low amid CEO change and ongoing legal and governance battles.
EQUITY | Sep 21, 2026, 11:30 AM UTC
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Corteva sets 2029 sales/EBITDA targets and plans Vylor spin-off
Corteva outlined a multi-year growth plan including an $11B innovation pipeline, 2029 targets of $11.2–$11.9B sales and $3.3–$3.7B EBITDA, and plans to spin off Vylor by Oct 1, 2026. It also plans to launch a Vylor soybe
EARNINGS | Sep 21, 2026, 11:30 AM UTC
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RealReal momentum: Q2 GMV +22% and BTIG reiterates $17 Buy
RealReal said Q2 2026 GMV rose 22% to $617M, with TTM active buyers up 11% and AOV up 13%, and reported an opening of a Chestnut Hill store. BTIG reiterated a Buy and kept a $17 target citing a better supply mix, sourcin
EARNINGS | Sep 21, 2026, 11:30 AM UTC