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Lam Research reported record revenue and profitability for the September 2026 quarter, with operating margin topping 40% for the first time. The company’s preliminary 2027 wafer fabrication equipment outlook is for spending above $200 billion, with growth led by DRAM.
SoFi shares were up 3.77% at $14.84 at publication, ahead of the company's scheduled Oct. 27 earnings report. Analysts expect EPS of 17 cents and revenue of approximately $1.26 billion.
BNP Paribas analyst Nick Jones says Meta’s Muse AI app has surpassed 10.4 million downloads since its Sept. 8 launch, but retention and app-open rates trail ChatGPT. The company launched Muse Wonder on Oct. 12; long-term monetization remains uncertain.
Japan’s 10-year government bond yield steadied around 3% on Wednesday, holding a recent decline after reports suggested the Bank of Japan was reluctant to deliver a rare back-to-back interest rate hike this month, while leaving the door open for a potential increase in December. The central bank reportedly sees limited
The Japanese yen weakened to around 158.5 per dollar on Wednesday, giving back gains from the previous session after reports suggested the Bank of Japan was reluctant to deliver a rare back-to-back interest rate hike this month, while still considering a possible increase in December. The central bank reportedly sees l
Main US indexes modestly red Industrials weakest S&P 500 sector; energy leads gainers Euro STOXX 600 index off ~0.1% Dollar falls; gold dips; US crude, bitcoin rise modestly US 10-year Treasury yield edges down to ~5.22% Welcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can
Fastly shares rose 17% after Oppenheimer upgraded the stock to Outperform from Perform and raised its price target to $35. The analyst cited cybersecurity cross-selling and early monetization from AI agent traffic.
Bank of America strategists say European stocks are set to perform in line with global peers after a period of underperformance.
Bank of America analysts raised Soitec to buy from neutral, saying photonics should significantly expand the French semiconductor-materials maker's gross margin over the coming years. They see gross margin rising to 29% in fiscal 2027, 39% in fiscal 2028 and 44% in fiscal 2029.
Analysts gave mixed reactions to Porsche’s investor event, with UBS calling the medium-term plan reassuring and Jefferies highlighting more modest guided margin expansion. Jefferies kept a hold rating and UBS reiterated buy with a 60 euro target.
Jefferies kept Porsche at hold with a 49 euro target after investor-event remarks on margins and cash returns. UBS raised Volvo to buy and Bernstein upgraded Continental to outperform, while shares in the sector were mixed.
CryptoQuant said bitcoin miners moved back into profitability in late August when bitcoin crossed $76,000, and that they are no longer dumping bitcoin to stay afloat. Bitcoin fell 2.6% to $81,272.
Tilray Brands (TSX: TLRY ) reported first-quarter financial results on Thursday. The transcript from the company's first-quarter earnings call has been provided below. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. Access the full call at Summary Ful
Tilray Brands (NASDAQ: TLRY ) reported first-quarter financial results on Thursday. The transcript from the company's first-quarter earnings call has been provided below. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. The full earnings call is available at Summary Ti
Applied Digital (NASDAQ: APLD ) held its first-quarter earnings conference call on Wednesday. Below is the complete transcript from the call. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. View the webcast at Summary Full Transcript Matt, Investor Relations Disclosur
Every Federal Reserve policymaker backed last month’s rate hike. Yet traders now see little chance of another hike in October. Minutes of the Sept. 15-16 Federal Open Market Committee (FOMC) meeting, released Wednesday, show a central bank united on raising rates and leaning toward another hike. “Most participants asse
Bernstein cut its target price on AstraZeneca to 198 pounds from 200 pounds and kept a positive view on the drugmaker’s pipeline. Shares were up 1% at 120.80 pounds.
Nebius Group N.V. (NASDAQ: NBIS ) is strengthening its position in AI infrastructure as rising cloud-compute demand, higher GPU pricing and expanded inference capabilities support its growth outlook. Nebius Expands AI Infrastructure Footprint Nebius recently acquired Inferize to strengthen its Token Factory inference p
Privia Health Gr (NASDAQ: PRVA ) released second-quarter financial results and hosted an earnings call on Thursday. Read the complete transcript below. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. Access the full call at Summary Privia Health Gr reported a strong f
On Thursday, McCormick & Co (NYSE: MKC ) discussed third-quarter financial results during its earnings call. The full transcript is provided below. This content is powered APIs. For comprehensive financial data and transcripts, visit Access the full call at Summary McCormick & Co reported a 17% increase in third-quarte
Truist Finl (NYSE: TFC ) held its second-quarter earnings conference call on Friday. Below is the complete transcript from the call. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. View the webcast at Summary Truist Finl reported significant improvement in profitabili
On Thursday, Brookfield (NYSE: BN ) discussed second-quarter financial results during its earnings call. The full transcript is provided below. This content is powered APIs. For comprehensive financial data and transcripts, visit The full earnings call is available at Summary Brookfield Corporation reported a 15% year
Leidos Holdings (NYSE: LDOS ) reported second-quarter financial results on Tuesday. The transcript from the company's second-quarter earnings call has been provided below. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. View the webcast at Summary Lei
Fundstrat’s Tom Lee expects Bitcoin (CRYPTO: BTC) to maintain a $150,000 target while arguing Ethereum (CRYPTO: ETH) could eventually reach $60,000 as tokenization, Wall Street adoption and AI bring a much larger pool of investors into digital assets. Why Lee Calls It Bigger Bull Market In a "Money Talks" interview on
H.B. Fuller (NYSE: FUL ) reported third-quarter financial results on Thursday. The transcript from the company's third-quarter earnings call has been provided below. This content is powered APIs. For comprehensive financial data and transcripts, visit The full earnings call is available at Summary H.B. Fuller reported
Petrobras Brasileiro (NYSE: PBR ) released second-quarter financial results and hosted an earnings call on Friday. Read the complete transcript below. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. The full earnings call is available at Summary Petro
Petrobras Brasileiro (NYSE: PBR ) reported second-quarter financial results on Friday. The transcript from the company's second-quarter earnings call has been provided below. This content is powered APIs. For comprehensive financial data and transcripts, visit Access the full call at Summary Petrobras Brasileiro report
Gerdau (NYSE: GGB ) held its second-quarter earnings conference call on Wednesday. Below is the complete transcript from the call. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. The full earnings call is available at Summary Gerdau reported a 7% increase in shipments
(Repeats item that ran earlier, with no change to text. The opinions expressed here are those of the author, a columnist for Reuters.) By Jamie McGeever ORLANDO, Florida, Sept 17 (Reuters) — As The Rolling Stones famously said, you can't always get what you want. Apparently, not even if you're the most powerful person
Information Services Gr (NASDAQ: III ) held its second-quarter earnings conference call on Thursday. Below is the complete transcript from the call. This content is powered APIs. For comprehensive financial data and transcripts, visit View the webcast at Summary Information Services Group reported strong Q2 2026 result