Mon, Sep 21, 2026 - Page 40
8070 indexed SquawkNews stories from this UTC day. Showing 4681-4800.
L
Oscar Health raises 2026 operating income guidance to $600M-$800M
Oscar Health raised 2026 operating income guidance to $600M–$800M, trimmed its medical loss ratio, and kept revenue forecasts steady. Thrive Capital distributed about 6.3M Class A shares.
EARNINGS | Sep 21, 2026, 11:29 AM UTC
L
FedEx reshapes operations with Freight spin-off and debt deals
Recap notes FedEx spinning off FedEx Freight as NYSE:FDXF, completing multi-currency debt deals and underwriting arrangements, and hiring Rafal Brzoska to boost European parcel growth, alongside shareholder scrutiny over
EQUITY | Sep 21, 2026, 11:28 AM UTC
M
GT Biopharma raises $7.45M via convertible preferred
GT Biopharma Inc raised $7.45M through Series M convertible preferred stock and warrants, with full ratchet protection. Insiders pledged votes to help secure approvals for the financing and share increases as GTB-5550 ad
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Cuprina offering linked to wound-care products expected to close Sept. 17, 2026
Cuprina Holdings (Cayman) Limited (NASDAQ: CUPR) said its offering tied to wound-care products is expected to close around Sept. 17, 2026, following prior FDA 510(k) clearance for MEDIFLY maggots. Underwriters have a 45-
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
BETR governance dispute: committee cites missed deadlines, seeks consents
A BETR special committee says ex-CEO Vishal Garg missed consent deadlines and lacks support. Proxy advisers ISS and Glass Lewis back the board, while BETR seeks written consents to remove five directors and readies a CEO
REGULATION | Sep 21, 2026, 11:28 AM UTC
L
Highwoods signs 1.1M sq ft of leases, divests about $73.5M of offices
Highwoods Properties said it has signed 1.1M sq ft of second-generation leases since July 1, 2026, including 200K+ sq ft of new deals across multiple markets, while divesting about $73.5M of non-core offices in 2026.
EQUITY | Sep 21, 2026, 11:28 AM UTC
M
Conexeu Sciences reports widened net loss and cash shortfall
Conexeu Sciences said widening net losses and insufficient cash for 12 months without new financing reflect higher marketing, staffing and regulatory costs, while it launches a prepaid IR campaign and targets filing an F
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Acurx says FDA signaled NDA could hinge on totality of data
Acurx Pharmaceuticals (NASDAQ:ACXP) said the FDA signaled an NDA could rest on the totality of data, potentially including a single robust Phase 3, with planned rCDI trial results adding support. The company also cited i
EQUITY | Sep 21, 2026, 11:28 AM UTC
H
Flex files spin-off for Axiom; Advaithi to lead, Hartung CEO
Flex said it is spinning off its Cloud and Power Infrastructure unit as Axiom, with a Form 10 filing and a targeted Q1 2027 completion. Revathi Advaithi would lead Axiom, while Michael Hartung would become Flex CEO. Flex
MNA | Sep 21, 2026, 11:28 AM UTC
L
HEI slides after Melius downgrades to Hold; VPT launches
HEICO fell about 2% after Melius Research cut the stock to Hold and trimmed its target to $350, despite VPT’s launch of FLX Series DC-DC converters (up to 5,000W, wide temperature range, high efficiency, and military/rad
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Motorola Solutions boosts buybacks to $20B and outlines D-Series refresh
Motorola Solutions increased buybacks by $2B to $20B and outlined a multi-year D-Series refresh and AI video-led upgrades across U.S./Canadian P25 networks, citing large Silvus-driven revenue gains through 2026–27 and re
EQUITY | Sep 21, 2026, 11:28 AM UTC
M
Cingulate gets FDA Complete Response Letter for CTx-1301
Cingulate said the FDA issued a Complete Response Letter for its CTx-1301 NDA on June 1, 2026, and the company is addressing CMC issues with plans to resubmit promptly. Management will present the commercialization and l
REGULATION | Sep 21, 2026, 11:28 AM UTC
L
Dell reports $16.4B AI server shipments and $6.1B GPU orders in Q2
Dell said AI server shipments totaled $16.4B and GPU orders were $6.1B in Q2, citing about a ~$95B AI-server backlog and 6,500+ enterprise AI customers, alongside partnership expansion and raised targets. The recap also
EARNINGS | Sep 21, 2026, 11:28 AM UTC
L
Beeline Holdings begins Sept. 21 national TV distribution week
Beeline Holdings (NASDAQ:BLNE) will begin a national distribution week starting Sept. 21 across BizTV, American Life Network and American Forces Network, reaching roughly 90 million viewers. The company is partnering wit
EQUITY | Sep 21, 2026, 11:28 AM UTC
M
CTRM posts Q2 profit growth and delivers eco Kamsarmaxes
Castor Maritime reported Q2 net income of $26.8M and H1 net income of $96.0M, citing higher vessel/service revenues, $16,700 average daily TCE, and new fleet additions including eco Kamsarmaxes M/V Magic Jupiter and M/V
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Realty Income expands data-center JV and sells EU net-lease stake
Realty Income (O) is forming a $6B joint venture with Cloud Capital for Northern Virginia data-center development, retaining a 45% stake for hyperscaler site development. It also agreed to sell 49% of a €528M European ne
MNA | Sep 21, 2026, 11:28 AM UTC
M
Silicon Valley Acquisition Corp. to merge with EigenQ
Silicon Valley Acquisition Corp. Class A (NASDAQ:SVAQ) agreed to merge with EigenQ into a combined company of roughly $3B, with $44.45M in bridge financing and additional terms including partner ecosystems, registration
EQUITY | Sep 21, 2026, 11:28 AM UTC
M
Newmont to pay $1.95B for Nevada Gold Mines deal
Newmont will pay Barrick $1.95B in cash to combine Newmont’s Mike and Fiberline with Barrick’s Fourmile into Nevada Gold Mines. RBC Capital raised its NEM price target to $155 from $135.
MNA | Sep 21, 2026, 11:28 AM UTC
L
Ovid says OV329 shows strong safety and efficacy in epilepsy
Ovid Therapeutics said OV329 demonstrated strong safety and efficacy in epilepsy and could address a roughly $1 billion market. It also said its KCC2 program, including a first-in-class oral KCC2 activator, is advancing
EQUITY | Sep 21, 2026, 11:28 AM UTC
M
ABTC reports Q2 net loss; mining output rises
American Bitcoin Corp. (NASDAQ:ABTC) posted a Q2 net loss of $57.2M, while mining output rose 14% to 932 BTC, boosting its treasury to about 8,002 BTC and 28 EH/s.
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Glass Lewis backs PVG nominees at Anavex vote; ISS backs incumbents
Ahead of Anavex Life Sciences Corp.'s Sept. 24, 2026 vote, PVG-backed nominees Hogue and Kolbert received Glass Lewis support, while ISS recommended shareholders back all six incumbent directors on Anavex’s white proxy.
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Xenon files azetukalner NDA; X-NOVA2 topline set for Q1 2027
Xenon Pharmaceuticals says it has filed an NDA for azetukalner as an adjunctive focal seizure treatment and expects X-NOVA2 topline data in Q1 2027, without further timing details.
EARNINGS | Sep 21, 2026, 11:28 AM UTC
M
Caterpillar faces mixed catalysts amid AI capex slowdown, oil gains
A weekly recap says Caterpillar shares fell on slower AI-related data center capex, with potential Power & Energy headwinds, while higher oil and diesel prices are expected to support Resource Industries and Energy & Tra
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Arrowhead weekly recap: SHASTA-3/4 data and REDEMPLO plans
Recap cites Phase 3 SHASTA-3/4 results with ~80% triglyceride reduction and lower pancreatitis risk, plus plozasiran (REDEMPLO) launch/label expansion plans and $3—4B peak U.S. sales. Also notes readiness for ARO—MAPT ta
EQUITY | Sep 21, 2026, 11:28 AM UTC
M
Connect Biopharma drops after Phase 2 rademikibart endpoint miss
Connect Biopharma plunged after Phase 2 Seabreeze missed the primary endpoint for rademikibart in asthma, despite halving ED/unscheduled visits and improving lung function as a secondary endpoint.
EARNINGS | Sep 21, 2026, 11:28 AM UTC
L
Kura Oncology weekly recap highlights KOMZIFTI and darlifarnib programs
Kura Oncology said KOMZIFTI has emerged as a leading treatment for relapsed/refractory NPM1-mutant AML, with rollout set to expand as it moves toward frontline use. The company also noted darlifarnib and kidney/pancreati
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
American Battery Technology reports 2026 revenue surge
American Battery Technology Co. posted fiscal 2026 revenue of $21.7M, up 407% YoY, with first adjusted gross profit near $1.7M. The company said it expanded lithium-ion recycling throughput and improved pricing, holds ab
EARNINGS | Sep 21, 2026, 11:28 AM UTC
L
TOMI Environmental wins two retrofit orders for SteraMist iHP
TOMI Environmental Solutions won two retrofit orders to install SteraMist iHP in existing enclosures, booking equipment revenue this quarter and scheduling services for later. The company said the awards advance its SIS
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Capricor to present 24-month HOPE-3 and OLE Deramiocel results
Capricor Therapeutics will present 24-month HOPE-3 and OLE Deramiocel results, with 82 of 106 patients reaching 24 months (40 treated, 42 placebo), plus preclinical StealthX exosome posters at WMS 2026 ahead of a Nov 22,
EQUITY | Sep 21, 2026, 11:28 AM UTC
M
Chord Energy to sell non-operated Marcellus position for $550M
Chord Energy agreed to sell its non-operated Marcellus position to POSCO for $550M, including a $55M deposit, with a July 1, 2026 effective date and targeting a Q4 close.
MNA | Sep 21, 2026, 11:28 AM UTC
L
Definium Therapeutics says DT120 met Phase 3 GAD endpoint
Definium Therapeutics said its DT120 fast-dissolving LSD formulation met the Phase 3 Panorama primary endpoint in GAD with rapid effects and mostly mild adverse events, received FDA Breakthrough Therapy status, and is pu
EARNINGS | Sep 21, 2026, 11:28 AM UTC
M
Bank of America recap highlights unrealized mortgage losses
Recap notes large held-to-maturity and agency mortgage portfolios at Bank of America carry sizable unrealized losses, alongside analyst reductions to the near-term revenue outlook amid cooling deal activity.
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Ocular Therapeutix outlines FDA 505(b)(2) NDA plan
Ocular Therapeutix said it has an FDA plan for a 505(b)(2) NDA for AXPAXLI (OTX-TKI) in wet AMD, with SOL-1 Week 52, interim SOL-R and confirmatory data targeting a 2027 launch, and disclosed inducement equity awards to
EQUITY | Sep 21, 2026, 11:28 AM UTC
M
Hallador secures $600M term loan to fund Turtle Creek 460MW gas project
Hallador Energy Co secured a $600M senior secured term loan package: $550M funded plus a $50M delayed draw, with an optional $75M revolver. The deal has a three-year tenor (with a two-year extension), pricing at SOFR+8%
ENERGY | Sep 21, 2026, 11:28 AM UTC
L
Live Nation expands Venue Agent coverage and Melody interactions
Live Nation says its 24/7 Venue Agent bot resolves about 95% of venue queries and routes tougher cases to the fan team. It also reports Melody, its on-demand festival guide, logged 37,000+ interactions and ~17,000 servic
EQUITY | Sep 21, 2026, 11:28 AM UTC
M
Credit Acceptance agrees $75.5M settlement, $630M+ waivers
Credit Acceptance Corporation agreed to a $75.5M cash settlement plus over $630M in debt waivers and compliance commitments to resolve multistate and NY probes, and extended a $500M warehouse and $500M Term ABS to Sept 1
RATES | Sep 21, 2026, 11:28 AM UTC
L
RH opens first RH Estates gallery; plans Los Angeles for 2027
RH opened a freestanding RH Estates Gallery on Greenwich Avenue, its North American debut. The company also plans a second freestanding RH Estates Gallery on Melrose Avenue in Los Angeles targeting a 2027 opening.
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
United Airlines trims marginal December routes after fuel-hedge exit
United Airlines says it is tightening capacity and cutting marginal December routes as jet fuel costs rise because fuel is now unhedged. The airline plans to offset pressure with premium A321XLR East Coast–Europe service
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
AdaptHealth cites capitation contracts and tech adoption growth
AdaptHealth Corp. says capitation contracts and technology adoption are driving organic growth and operational efficiency in its healthcare equipment and services business. Baird trimmed its AHCO price target to $9.00 fr
EQUITY | Sep 21, 2026, 11:28 AM UTC
M
SU Group to buy KM Safety for HK$5.616M
SU Group Holdings Ltd agreed to acquire KM Safety Solution for HK$5,616,000 (≈US$721,000) and secured exclusive Hong Kong/Macau distribution for HDX’s TRACELINE PX3 portable X-ray.
MNA | Sep 21, 2026, 11:28 AM UTC
L
Huntington trims 2027 EPS and NII growth guidance
Huntington Bancshares trimmed 2027 EPS and NII growth guidance while boosting buybacks and reporting ahead-of-plan Cadence and Veritex synergies. Evercore cut HBAN’s price target to $18. Huntington also declared a Dec. 1
EARNINGS | Sep 21, 2026, 11:28 AM UTC
L
ECARX says ECX platform powers 12M+ deployments
ECARX said its ECX platform now supports 12M+ vehicle deployments across 18 OEMs and 28 brands in 159 markets, adding about 914K in H1 2026 via intelligent cockpit, computing, OS-level and ADAS products. It also disclose
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Progressive August net income $951M; Mizuho trims target
Progressive reported August net income of $951M ($1.63/share), with premiums of NPW $7.61B and NPE $7.35B and a combined ratio of 89.3. Policies grew 7% to 40.492M. Mizuho cut its price target from $236 to $230.
EARNINGS | Sep 21, 2026, 11:28 AM UTC
L
Valero boosts board with ex-CFO and wins $432.2M DLA fuel contract
Valero (VLO) named former CFO Matthew Audette to its board and won a $432.2M one-year Defense Logistics Agency (DLA) fuel contract; shares are trading near 17.2x trailing EPS with a $119.7B market cap and 1.16% yield aft
EQUITY | Sep 21, 2026, 11:28 AM UTC
H
Weekly Recap: Keeps FY2027 guidance, boosts dividend and Big Bets 30%
Intuit Inc. (NASDAQ:INTU) said fiscal 2026 'Big Bets' now drive 30% of sales with double—digit growth and higher ARPC as it scales AI initiatives, kept FY2027 revenue guidance at 9—10%, raised its dividend 15%, will keep
EARNINGS | Sep 21, 2026, 11:28 AM UTC
M
Thermo Fisher posts Q2 2026 revenue up 10% y/y
Thermo Fisher reported Q2 2026 revenue of $11.99B, up 10% y/y (5% organic), and reiterated a 7% organic growth goal by 2028. CEO Marc Casper said AI-driven faster drug validation should lift pharma R&D and demand for lab
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Union Pacific posts volume gains; STB merger update in focus
Union Pacific cited intermodal-driven volume gains, improved service and ~5% carload growth. A pending STB-approved merger with Norfolk Southern is described as potentially saving ~$3.5B and shifting 2.1M truckloads. The
EQUITY | Sep 21, 2026, 11:28 AM UTC
M
IBM wins $1B U.S. Commerce Department award for quantum foundry
International Business Machines Corporation (NYSE:IBM) won a $1B U.S. Commerce Department award to help fund a $2B quantum wafer foundry with Anderon, cutting IBM’s cash need as initial wafers and superconducting qubit a
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Weekly recap highlights ABEO royalty and milestone eligibility
The recap says Ultragenyx’s full FDA approval of FAYUVI could trigger potential royalties and a commercial milestone for Abeona Therapeutics. It also notes ZEVASKYN’s approval with University of Florida Health added as t
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Roblox shares jump after analyst price-target raises
Roblox (RBLX) reportedly rose about 11% following analyst target increases tied to browser and App Store support, offline play, and an AI tool for nontechnical creators, though monetization clarity is still pending.
EQUITY | Sep 21, 2026, 11:28 AM UTC
M
Natera Q1 revenue jumps; raises FY guidance; MRD patents upheld
Natera reported Q1 2026 revenue of $696.6M, raised full-year guidance to $2.74B–$2.82B, and won a court ruling upholding three MRD patents tied to a 30% ongoing royalty and preserved damages vs. Invitae. The update also
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Snowflake says AI tools cut migration time and targets GAAP profit
Snowflake says AI tools reduced customer migration to its platform from about 10–11 months to roughly 6 months, estimates a ~$300B addressable legacy data and AI market in 5–6 years, and targets GAAP profitability next Q
EQUITY | Sep 21, 2026, 11:28 AM UTC
M
CoreWeave raises $3.7B via convertible notes for expansion
CoreWeave (CRWV) raised $3.7B through convertible notes to fund expansion of GPU clusters, Vera Rubin systems, and a 15-year data center lease with Blockfusion, citing new LOTA cache technology to boost AI training speed
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Ross Stores outperforms peers; board refresh and same-store metrics
The recap says Ross Stores has outpaced Burlington and TJX over six months, citing solid Q1–Q2 same-store sales, margin gains, and growth among younger customers tied to stronger social-media and store presentation, and
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Weekly Recap: CEO succession and 2028 sales & margin targets
Dollar General Corporation (NYSE:DG) names JJ Fleeman CEO in Jan 2027 as Todd Vasos shifts to senior advisor, while reaffirming 2028 targets of 2—3% same-store sales and 6—7% operating margin amid supply—chain gains, Pop
FX | Sep 21, 2026, 11:28 AM UTC
L
PNC cites faster FirstBank integration and Colorado demand for growth
PNC says accelerated FirstBank integration and strong Colorado demand are driving loan and fee growth as it reaffirms guidance, manages a CET1 hit via loan growth/returns, plans 300 new branches and AI investments, and t
EARNINGS | Sep 21, 2026, 11:28 AM UTC
M
Chevron reports $12.1B Q2 earnings; production up 20%
Chevron posted $12.1B in Q2 earnings and reported 20% higher production, citing expansion of LNG and crude capacity, long-term deals, and a $418M DLA fuel contract.
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Microchip licenses SAGE neuromorphic compute IP to AnalogAI
Microchip Technology says it is expanding its SST memBrain ecosystem by licensing SAGE neuromorphic compute—in—memory IP to AnalogAI for low-power edge AI, and partnering with Kaynes Semicon and GridCrest at SEMICON Indi
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Uber expands robotaxi plans and Costco delivery footprint
Uber says it will roll out thousands of Lucid/Nuro robotaxis from 2027, launch a Japan service by 2026, and expand Costco delivery to 47 states. The company also references €4.5B notes and a $40M liability.
EQUITY | Sep 21, 2026, 11:28 AM UTC
M
TechnipFMC to report Q3 2026 results Oct. 29
TechnipFMC said it will report Q3 2026 results and host a conference call on Oct. 29 after a press release. The company also disclosed a Limbayong deepwater project integrated iEPCI Subsea 2.0 contract win from PETRONAS
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Macy's lifts full-year EPS guidance to $2.15–$2.35
Macy's raised full-year EPS guidance to $2.15–$2.35, citing higher gross margins, and said it is reinvesting tariff refunds into marketing and its Reimagine pilots, including AI. The company said its “A Bold New Chapter”
EARNINGS | Sep 21, 2026, 11:28 AM UTC
L
RTX weekly recap highlights 2026 FCF target and backlog conversion
RTX reported a record $289B backlog and targets about $8.6B free cash flow in 2026 with about $10.5B R&D+capex, while emphasizing debt reduction and dividends. The update also cites defense production focus, Pratt & Whit
EQUITY | Sep 21, 2026, 11:28 AM UTC
M
Salesforce Q2 results and raised guidance in weekly recap
Salesforce reported stronger Q2 results and raised guidance, citing AI-driven products including Koa and Agentforce, alongside pricing changes and a $25B buyback as it targets higher revenue.
EQUITY | Sep 21, 2026, 11:28 AM UTC
H
Weekly Recap: Q2 beat and NY approval at University of Rochester Medicine
Bionano Genomics, Inc. (NASDAQ:BNGO) beat Q2 FY26 revenue guidance with $8.2M, raised FY26 revenue to $31—33M and guided FY27 to $50—54M with near—breakeven EBITDA by Q4 FY27 while cutting cash OPEX to $1.2M and retiring
EARNINGS | Sep 21, 2026, 11:28 AM UTC
L
Rocket Companies moves 2.5M loans to Mr. Cooper, flags more synergies
Rocket Companies said it accelerated cost cuts and platform integration, moving 2.5M loans to Mr. Cooper servicing, reaching a $400M annual expense-synergy target early and flagging an additional $100M. It also cited AI-
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Generac lands long-term Amazon backup generator supply deal
Generac Holdings (GNRC) said it struck a long-term Amazon deal for backup generators. Initial deliveries are about $2.4B in 2027–2028 with up to $8B potential payments, plus a warrant for 1,693,745 shares. JPMorgan raise
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Merck shares ease; EMA CHMP backs Keytruda+Padcev for MIBC
Merck & Co. shares slipped after regulatory news. Keytruda contributed $8.37B of $16.61B in quarterly revenue, and the EMA CHMP backed KEYTRUDA+Padcev for perioperative MIBC.
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Netflix targets 31.5% margin, cites record $4.7B buyback
Netflix is targeting a 31.5% margin and has a record $4.7B buyback. Analysts cited risks including viewing declines and margin pressure, while Evercore highlighted growth drivers from live programming, ad tiers and stron
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Nucor warns Q3 adjusted EPS $5.55–$5.65; Freedom Broker cuts to Hold
Nucor warned Q3 adjusted EPS of $5.55–$5.65, citing weaker near-term pricing impacting most segments. The company said profit growth is expected in most units except raw materials, after which shares dropped 5.8% and Fre
EQUITY | Sep 21, 2026, 11:28 AM UTC
M
VinFast refocuses on Vietnam, appoints Pham Nhat Quan Anh CEO
VinFast said 175,099 EVs in Vietnam (89% of sales) generated about 80.4T VND revenue, and it appointed Pham Nhat Quan Anh as CEO. The company also secured a $200M SACE credit line and pivoted India plans to two local EVs
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Lowe's targets 2.75x leverage by mid-next year, pauses buybacks
Lowe's is prioritizing debt reduction to a 2.75x leverage target by mid-next year, while maintaining dividends and pausing buybacks. The company is shifting toward smaller interior projects, boosting showrooms and fast a
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Dick's Sporting Goods weekly recap: footwear strength and AI investments
Recap notes robust footwear and new-brand demand at Dick's Sporting Goods, plus discounting and improved inventory flow to clear old stock. It also mentions investment in AI for operations and customer engagement.
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Guggenheim starts L3Harris coverage with Buy and $365 target
Guggenheim initiated coverage on L3Harris Technologies (NYSE:LHX) with a Buy rating and a $365 price target, citing expected book-to-bill above 1 through 2026 and high-single-digit revenue growth with steady margins. The
EQUITY | Sep 21, 2026, 11:28 AM UTC
M
Ambarella reports Q2 revenue $108.1M and Q3 guidance $124M
Ambarella said Q2 revenue was $108.1M and provided Q3 guidance to $124M. The company said shipments topped 50M and launched X7 CVflow sampling, expanded DevZone on Google Cloud with EVE-OS/N1-655 support, and referenced
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Vistra faces Moss Landing fire; Luminant agrees Odessa PPA
Vistra said there was a renewed fire at its Moss Landing battery site. Separately, affiliate Luminant agreed to supply 200–207 MW from Odessa under a 20-year PPA starting 2027, and Vistra took a 5% non-voting stake plus
ENERGY | Sep 21, 2026, 11:28 AM UTC
L
Boeing weekly recap: 737 MAX certification, rate targets, 2026 cash flow
Recap highlights Boeing’s 737 MAX 7 certification, MAX 10 progress, a stated 52–57 jets/month ramp target, and a record Korean Air order for 103 aircraft, alongside engine bottleneck and SPEEA vote/strike risk.
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Ford refreshes 2027 F-150 lineup and recalls over 223,000 units
Ford is releasing a refreshed 2027 F-150 with lower entry prices and BlueCruise towing, cutting some features to trim costs, building an in-house electrical/compute platform and Ford Pro services, and recalling 223,000+
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Williams-Sonoma declares $0.76 dividend; $10M tariff-funded 401(k)
Williams-Sonoma (NYSE:WSM) declared a $0.76 quarterly cash dividend payable Nov. 20, 2026, directing tariff refunds into a $10 million one-time 401(k) contribution for eligible staff, and opening a 14th Rejuvenation stor
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Gilead weekly recap: Yeztugo PrEP retention, lenacapavir access, anito-cel progress
Gilead said Yeztugo exceeded expectations with strong retention as it expands PrEP options, secured regional access for lenacapavir and added six manufacturers to scale complex injectables. The company also said its anti
EQUITY | Sep 21, 2026, 11:28 AM UTC
H
American Express lifts 2026 revenue-growth outlook to about 10%
American Express raised its 2026 revenue-growth outlook to about 10%, reaffirmed EPS guidance, and reported U.S. consumer metrics including 1.1% 30-day delinquency and $114.2B balances, alongside younger customers drivin
EARNINGS | Sep 21, 2026, 11:28 AM UTC
L
UBS names AT&T top pick with $31 target
UBS reiterates AT&T as a top pick, citing a strong dividend yield, the rapid U.S. fiber build, bundled services, and steady cash flow supporting buybacks and dividends. The note also points to bullish technicals and refe
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
RBC keeps Sector Perform on Snap, $8 target
RBC Capital keeps Snap at Sector Perform and reiterates an $8 target, citing Nvidia-powered Specs Intelligence, enterprise XR features, and a Verizon partnership for high-end Specs sales and financing, while flagging ad-
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Schwab reports record August net new assets, rolls out Claude
Charles Schwab posted a record August net new assets of $64.8 billion. The firm also rolled out Anthropic’s Claude to 16,000+ RIAs for advisor data and analytics, while arbitrators ordered Schwab to pay $1.3M after a cry
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Verizon expands 6G forum and 5G ISAC trials with partners
Verizon says it is expanding its 6G Innovation Forum, running 5G ISAC trials with Samsung and Qualcomm, and demoing an AI Sports Companion.
EQUITY | Sep 21, 2026, 11:28 AM UTC
M
Toll Brothers shares pressured by rising bond yields
The weekly recap says Toll Brothers shares were pressured by rising bond yields and that the company declared a $0.26 quarterly dividend and broke ground on Sawgrass Lakes at Babcock Ranch, FL.
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Northrop Grumman weekly recap cites record backlog and Sentinel completion
The recap says Northrop Grumman is supported by broad defense demand, including B-21 and Sentinel missile assembly, plus work across national security space. It also mentions advancing rocket motor discussions with Lockh
EQUITY | Sep 21, 2026, 11:28 AM UTC
M
Coherent ships 800G QSFP POLS C-band modules and 6.4T NPO demo
Coherent says it is shipping an 800G QSFP POLS C-band module supporting 32 DWDM channels and 25.6 Tbps over 2–200 km, and promoting a 6.4T NPO engine demo; it also highlights Thermadite and diamond thermal solutions for
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Wells Fargo lifts loan-growth outlook; targets buybacks, AI cost cuts
Wells Fargo raised its loan-growth outlook after Q2 loan growth of ~12% YoY, plans buybacks and AI-driven cost cuts, and kept NII near $50B, while preparing for earnings on Oct 13, 2026. Analysts updated targets.
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Home Depot Q2 beat, reiterates debt reduction, dividends, buybacks
Home Depot reported Q2 results that beat estimates, citing broad category gains and stronger pro and delivery sales, including faster fulfillment. The company reiterated plans for debt reduction and ongoing capital retur
EARNINGS | Sep 21, 2026, 11:28 AM UTC
L
Tilray to release Breckenridge Barbados cask finish and Shock Top tie-up
Tilray Brands is expanding its beverage footprint with limited-edition releases, including a $125 Breckenridge Barbados Cask Finish (90-proof) and a nationwide Shock Top Candy Corn Wheat Ale tie-up with Spirit Halloween
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Norfolk Southern flags fuel and Middle East risks to H2 ratio
Norfolk Southern warns higher fuel and Middle East tensions will lift its H2 operating ratio by ~250 bps, even as it gains freight share and sees strong intermodal demand. It also says the Union Pacific merger review is
EQUITY | Sep 21, 2026, 11:28 AM UTC
M
Lam Research to invest ₹10,000 crore for India silicon plant
Lam Research says it will invest ₹10,000 crore to build India’s first silicon component plant for exports, while exploring SiC/GaN fabrication and packaging. Bank of America lists LRCX as a top semiconductor equipment pi
EQUITY | Sep 21, 2026, 11:28 AM UTC
M
Halliburton schedules Q3 2026 earnings call, names lead independent director
Halliburton said it will issue a press release and host its Q3 2026 earnings call on Oct. 20 at 8:00 a.m. CT. The company also said Maurice S. Smith was named lead independent director effective Sept. 15, 2026, with an e
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
FIS wins core banking contract for bank holding over $100B
Fidelity National Information Services said it landed a core banking contract for a newly formed bank holding more than $100 billion in assets, following value proofs by 15 top U.S. banks.
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Hershey legal win as judge dismisses Florida packaging lawsuit
A judge dismissed a Florida class action against Hershey over Reese’s Peanut Butter Pumpkins packaging for lack of standing. Hershey is also marketing with NFL player Caleb Downs tied to pregame routines.
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Mastercard highlights Agent Pay for Machines push; shares slip
Mastercard is promoting agent-driven commerce via Agent Pay for Machines and partnering with KEO Capital on Mastercard-branded corporate cards. The stock trades modestly lower while event-driven spend gains are cited.
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Asana weekly recap highlights AI retention and margin expansion
Asana (NYSE:ASAN) posted a weekly recap citing double-digit revenue growth, widening margins, deep AI integration, product updates improving customer retention, expanded usage in larger enterprise accounts, and efficienc
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
FBI alleges Alibaba copied Anthropic tech; SAMR probes unit
TradingView News says the FBI alleges Alibaba copied Anthropic technology, while China’s SAMR is investigating unit Hangzhou Taomei. The coverage also mentions an investment round and Qwen-related activity including a na
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Pictet raises stake; Needham lifts Dynatrace target to $68
Dynatrace (DT) drew a 5.04% stake from Pictet Asset Management. Needham lifted its target to $68 citing stronger observability demand and execution, while an external investor said it won’t seek control now but may reass
EQUITY | Sep 21, 2026, 11:28 AM UTC
M
AKKO Invest posts H1 FY26 net profit of HUF 422 million, revenue up 19%
AKKO Invest's first-half 2026 revenue rose 19% to HUF 22.8 billion, returning to a net profit of HUF 422 million. EBITDA increased 5.5% to HUF 1.5 billion, primarily driven by its NEO Property Services unit. The company
EARNINGS | Sep 21, 2026, 11:28 AM UTC
L
Chubb appoints Sean Ringsted as Chief Scientist; Mizuho cuts target
Chubb named Sean Ringsted Chief Scientist and EVP to lead global AI, data and analytics strategy. Mizuho trimmed its Chubb (CB) price target from $352 to $347 per share, without additional commentary.
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
AutoZone shifts inventory toward commercial and DIY customers
AutoZone has repositioned inventory and merchandising closer to commercial and DIY customers, supporting store productivity gains. Shares are down more than 25% YTD and trade around 16x forward P/E, with Oppenheimer and
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Tesla weekly recap highlights NHTSA Cybercab certification questions
The recap cites regulatory scrutiny over Tesla’s Cybercab certification, alongside delivery outcomes and other company and semi-program pivots mentioned in the piece.
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Longeveron updates HLHS trial results and reviews endpoints
Longeveron says treated HLHS trial patients had zero deaths versus one in control, prompting review of exploratory endpoints and FDA discussions. The company also hired an investment bank, cuts costs, and analyzes ELPIS
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
NASDAQ TRADE HALT HALT NEWS PENDING AT 07:25 AM
Nasdaq Trade Halt Halt News Pending At 07:25 Am
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
India's RBI holds OMO sale auction on Sept 21, 2026
The Reserve Bank of India conducted an Open Market Operation (OMO) sale auction on September 21, 2026, with settlement on September 22, 2026.
RATES | Sep 21, 2026, 11:28 AM UTC
L
Weekly Recap: Robinhood expands tokenized-stock redemptions and voting
Robinhood Markets is expanding tokenized-stock features including 1:1 in-kind redemptions and voting via Say by Robinhood, while growing its Robinhood Chain and related activity. The broader path is described as shaped b
EQUITY | Sep 21, 2026, 11:28 AM UTC
M
Tempest Therapeutics jumps after-hours on Hebei Senlang option deal
Tempest Therapeutics (TPST) rose about 66% after-hours to $1.26 following an exclusive option deal with Hebei Senlang. The company said its dose-escalation trial showed no Grade 3+ cytokine release syndrome or ICANS as o
EQUITY | Sep 21, 2026, 11:28 AM UTC
M
Alphabet Class C sees record Q2 results and AI momentum
Alphabet posted record Q2 results with $119.8B revenue and $112.1B net, driven by Google Cloud and Gemini/TPU AI partnerships, including a pact with Anthropic, plus Waymo launches; the update also notes a court-ordered a
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Guggenheim keeps Trade Desk neutral, sets $13 target
Guggenheim left Trade Desk, Inc. Class A (NASDAQ:TTD) at Neutral with a $13 target, citing sharply slowing revenue growth and early-stage product initiatives, alongside bearish retail sentiment. The note also points to a
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Costco heads into Sept. 24 Q4 report with $6.53 EPS view
Ahead of its Sept. 24 fiscal Q4 report, Costco faces a consensus EPS near $6.53 and market talk of a potential special dividend near $22 a share, alongside pricing and delivery expansion updates.
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Kazera Global PLC: GM resolutions passed, shares admitted
Kazera Global PLC announces that all resolutions were duly passed at its General Meeting on Sept. 21, 2026. Applications have been made for the admission of 29,404,166 new ordinary shares to trading on AIM, expected to b
EQUITY | Sep 21, 2026, 11:28 AM UTC
M
McKesson lifts fiscal EPS guidance; Wellverse sales rise, profit falls
McKesson raised fiscal EPS guidance to $44.20–$45.00. Wellverse Medical-Surgical posted ~4% sales growth but ~20% drop in adjusted operating profit, and the company plans an IPO in H2 2027 for Wellverse.
EARNINGS | Sep 21, 2026, 11:28 AM UTC
L
MongoDB expands AI tooling and Atlas Search for self-managed setups
MongoDB says it is investing in an MCP Server for agent-service integration, extending Atlas Search and Vector features to self-managed deployments, and promoting Voyage AI with auto-embedding tools.
EQUITY | Sep 21, 2026, 11:28 AM UTC
M
CrowdStrike Q2 results and Falcon Guardian/SafeMind launches
CrowdStrike reported Q2 revenue of about $1.47B, adjusted EPS of $0.31, FCF of about $377M, and ARR around $5.84B after about $333M net new ARR; it launched Falcon Guardian and SafeMind and expanded Google Cloud integrat
EQUITY | Sep 21, 2026, 11:28 AM UTC
M
Meta revenue up 28%, margins 31%, Q2 capex doubled
Meta reported revenue +28% and margins of 31%, alongside a doubling of Q2 capex to $31.1B, with ongoing AI and data-center spending and discussion of AI monetization plans. The recap also cites higher costs, legal settle
EQUITY | Sep 21, 2026, 11:28 AM UTC
L
Qualcomm targets data-center revenue growth through FY2029
Qualcomm is pitching an AI and data-center growth story, forecasting ~$5B data-center revenue in FY2027 and >$15B by FY2029, and showcasing die-to-die optical interconnect demos while courting Amazon for custom AI chips
EQUITY | Sep 21, 2026, 11:28 AM UTC
M
Starbucks to sell 60% China retail stake to Boyu deal
Starbucks said it will sell a 60% China retail stake to Boyu, retaining 40% and licensing rights in a transaction topping $13B. It is also considering a Japan unit sale or spin-off, cutting North America stores, and open
MNA | Sep 21, 2026, 11:28 AM UTC
L
Eurobattery Minerals Chairman Arnbom resigns
Jan-Olof Arnbom has resigned as Chairman of the Board and Board member of Eurobattery Minerals AB with immediate effect.
EQUITY | Sep 21, 2026, 11:27 AM UTC
M
Kroger reports Q1 2026 results; to buy Giant Eagle for ~$1.65B
Kroger posted Q1 2026 revenue of $34.62B and EPS $1.05, citing eCommerce and fuel strength and productivity cuts. It agreed to acquire Giant Eagle for about $1.65B, with modest price-target trims referenced.
EQUITY | Sep 21, 2026, 11:27 AM UTC