News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Shares of SanDisk (NASDAQ:SNDK) are moving against their own sector Monday afternoon, sliding while the rest of the memory complex trades higher. SanDisk stock is at $1,759.45, down 2% in Monday trading. That divergence stands out against a group where every other name is green. The Roundhill Memory ETF (CBOE:DRAM) is at $61.49, up 3%, […]
A six-figure paycheck no longer means what the retailer assumed
SpaceX's historic IPO cratered by nearly a third, yet 28 Wall Street analysts refuse to downgrade it. The question is whether the bull case rests on transformative compounding or on contracts that expire in 90 days.
Rothschild Redburn opened bearish coverage on two of the market’s most-watched AI infrastructure names, initiating Sell ratings on both Nebius Group and CoreWeave. The firm’s thesis: lower GPU pricing, more in-house hyperscaler capacity, and expensive financing will eventually compress neocloud returns. For long-term investors, the analyst downgrade puts a spotlight on unit economics at a […]
Federal matching capital reduces IBM's burden before external wafer demand becomes visible.
Interest rates are rising, but that might be a blessing in disguise for the stock market.
Two senators' allegations turn chatbot accuracy into marketplace-compliance risk, but the agency has not made a finding.
PayPal (PYPL) stock has fallen 14.2% over the past month to about $52, and it is still up 23.6% over three months. The bigger question is how far PayPal falls when a real market shock arrives, and how long it stays down. Its record says further than the market. Its turnaround asks for a long wait.
Franchisee Meritage Hospitality Group said it could close or sell underperforming locations.
Today's tech-led rally has spread, with most sectors trading in the green. The S&P 500 gained 1.4%. The Nasdaq Composite was up 2%. Both indexes were near their respective highs of 7798.99 and 27,093.
The Federal Aviation Administration’s rollback of emissions requirements for the legacy Boeing 777 will help mitigate tight capacity in the air cargo sector. The post U.S. emissions rollback on Boeing 777 freighter helps air logistics appeared first on FreightWaves.
Energy stocks were lower Monday afternoon, with the NYSE Energy Sector Index falling 2% and the Stat
General Motors has entered the missile sector, delivering its first batch of parts for the Patriot system.
Sunrun and Tesla said more than 140,000 home batteries sent a record 580 megawatts into California’s grid on Sept. 9.
One of Wendy’s largest U.S. franchisees has filed for bankruptcy protection after Wendy’s tried to terminate its franchise agreement. Meritage Hospitality Group, which operates 314 Wendy’s restaurants in 15 states, said in a statement last week it intends to keep operating its restaurants and paying its 9,000 employees during the bankruptcy process. Grand Rapids, Michigan-based Meritage filed its bankruptcy petition in federal court in western Michigan on Sept. 17.
Bank of America (BofA) has reiterated its 'Neutral' rating on United Parcel Service Inc (NYSE:UPS) and cut its price target to $108 from $115, citing weaker domestic package volumes and lower earnings expectations. The broker lowered its 2026 revenue estimate to $91.3 billion from $92.5...
Skydance-owned Paramount reached a settlement Monday with a group of state attorneys general that had sued to challenge the company’s buyout of Warner Bros. Discovery, effectively paving the way for the mega merger to move forward, a person familiar with the matter told the AP. Details of the settlement with the states were not immediately available, but were expected to be revealed later in the day. Paramount said the allegations were meritless, but previously agreed to delay its transaction well into next year so the case could make its way through court.
Geetha Ranganathan, Bloomberg Intelligence analyst, joined Bloomberg's Paul Sweeney and Scarlet Fu to discuss the latest on the ongoing Paramount and Warner Bros. merger. The settlement talks between Paramount Skydance Corp. and California officials over the planned acquisition of Warner Bros. Discovery Inc. are said to include a financial penalty if the company fails to make good on a promise to distribute 30 films per year in theaters. Paramount would have to pay $30 million for each film that falls short of that goal, according to two people familiar with the discussions who asked to not be identified because the negotiations are private. It could also be forced to sell its stake in Miramax, the studio behind movies such as Pulp Fiction, if it fails to meet the target, one of the people said.
Mark Spitznagel, founder of Universa Investments, built his reputation protecting investors from market crashes. Now the Universa Investments founder says the S&P 500 will “easily” top 8,000 in one final euphoric rally before plunging 80%.SPDR S&P 500 ETF Trust (NYSE:SPY)...
States including California and New York sued over concerns of ‘extinguishing competition’ with $81bn merger
Jefferies has reiterated its 'Underperform' rating on eBay Inc (NASDAQ:EBAY, XETRA:EBA) and cut its price target to $75 from $80, citing pressure on underlying earnings and slowing advertising growth. The broker lowered its 2027 and 2028 earnings before interest, taxes, depreciation and...
Paramount is poised to close its $111bn (£83bn) takeover of Warner Bros after settling a legal challenge to block the deal.
Oil futures were on the decline for the fourth day in a row, with both Brent and WTI slipping under the $100 per barrel mark. Stocks climbed amid the oil market relief. West Texas Intermediate futures fell 5.1% to $95.15 and were on pace for the largest single day drop since early August, according to Dow Jones Market Data.
Turning Point Brands named a new CEO and cut its full-year outlook on Monday. Altria Group shares dropped 1.4%, and Philip Morris International stock fell 1% on the news. London-traded British American Tobacco shares declined 0.5%.
JPMorgan cut its TMUS target to $260 from $275 and kept an 'Overweight' rating, per TheFly.
No one expects a lot of growth from Novo Nordisk anymore -- not even Novo Nordisk itself.
Nutrien, CF Industries, and other fertlizer stocks fall as President Donald Trump says the U.S. is working on a potash deal with Belarus.
Paulo Ruiz used Morgan Stanley’s Laguna Conference to reset how Wall Street sees Eaton’s AI power role.
European stock markets closed higher Monday as oil prices tumbled and investors looked ahead to US P