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Investing.com20d agoneutral
Why Fed pricing may be turning too hawkish

Investing.com -- Citi analysts suggested in a note Tuesday that market expectations for Federal Reserve policy may be turning too hawkish ahead of Wednesday's decision, in which it expects a 25-basis-point rate hike.

Broadcom’s Real Constraint Isn’t Demand. It’s Supply.
Insider Monkey20d agoneutral
Broadcom’s Real Constraint Isn’t Demand. It’s Supply.

Piper Sandler believes Broadcom Inc. (NASDAQ:AVGO) is the leader in ASIC chips, holding 75% share of the ASIC market for AI inference. On September 9, firm analyst David O’Connor initiated coverage on the stock with an Overweight rating and a $460 price target. O’Connor estimates demand running twice the available supply for Broadcom, which makes […]

Will Intel’s (INTC) Secure Edge AI Push With Atsign Reshape Its Agentic Computing Narrative?
Simply Wall St.20d agoneutral
Will Intel’s (INTC) Secure Edge AI Push With Atsign Reshape Its Agentic Computing Narrative?

In September 2026, Atsign announced with Intel that they had removed a major encryption bottleneck for autonomous edge AI agents, reporting very large performance gains in secure agent-to-agent communications on Intel Xeon and Core Ultra 9 platforms and joining Intel’s Industrial Builders partner program. Intel’s work with Atsign underscores how hardware-rooted security and zero-trust architectures could make its CPUs more relevant as agentic AI expands into smart transportation and other...

Lululemon Athletica (LULU) Resets Leadership, Is The Stock A Bargain?
Simply Wall St.20d agoneutral
Lululemon Athletica (LULU) Resets Leadership, Is The Stock A Bargain?

New CEO appointment and board changes put governance in focus lululemon athletica (LULU) has just completed a major leadership shift, with Heidi O’Neill stepping in as chief executive officer and joining the board as a Class II director. The board expanded from 11 to 12 directors to accommodate her appointment, and interim co CEOs Meghan Frank and Andre Maestrini ended their temporary roles as O’Neill’s tenure began on September 8, 2026. Recent moves around lululemon athletica have played out...

Here Are Tuesday’s Top Wall Street Analyst Research Calls: Autodesk, Eli Lilly, Etsy, Lear, Netskope, Nokia, Northrop Grumman, Rapid7, Rivian Automotive, Ulta Beauty, and More
24/7 Wall St.20d agoneutral
Here Are Tuesday’s Top Wall Street Analyst Research Calls: Autodesk, Eli Lilly, Etsy, Lear, Netskope, Nokia, Northrop Grumman, Rapid7, Rivian Automotive, Ulta Beauty, and More

Pre-Market Stock Futures: Futures are trading lower as we count down to the Federal Reserve meeting and a likely 25-basis-point increase in the Fed funds rate on Wednesday. The same suspects drove today’s selling, and although all the major indices finished the day lower, they all closed well off the lows printed earlier in the […]

Fiserv Targets Turnaround With Project Elevate, AI and Clover Growth
MarketBeat20d agoneutral
Fiserv Targets Turnaround With Project Elevate, AI and Clover Growth

Fiserv (NASDAQ:FISV) CEO Takis Georgakopoulos said the company is prioritizing customer service, platform stability, product simplification and faster execution of its technology roadmap as it works to improve performance across its Financial Solutions and Merchant Solutions businesses. Speaking al

Gold miners still have room to run, says JP Morgan in new sector dashboard
Proactive20d agoneutral
Gold miners still have room to run, says JP Morgan in new sector dashboard

JP Morgan has thrown its weight behind the world's gold miners, declaring the sub-sector offers a compelling entry point as it kicks off a new research tool for investors. The bank used the launch of its inaugural Global Gold Miners Dashboard to argue that valuations look attractive across an...