News

Higher prices and strong demand are setting Micron up for a massive quarter.

If you own CVS Health (CVS), the primary focus shifts from 2026 execution toward potential headwind variables heading into 2027. Management raised its 2026 earnings outlook on its fiscal Q2 2026 call in August. It also gave an early read on 2027, a quarter sooner than usual. One warning in that read came with no number. Over the past three months, the shares lost 15.2%, while the S&P 500 gained 5.0%. What is the 2027 problem CVS would not put a number on.

Swiss senators backed a requirement for 90% CET1 backing of foreign subsidiaries, moving much closer to the government’s tough post-Credit Suisse proposal than UBS had hoped.

Tesla shares are down sharply in 2026, yet a surge of catalysts is quietly building beneath the surface that could flip the story entirely before next year ends.

AI demand is giving CoreWeave more pricing power

Investing.com -- UBS analyst Ryan Gravett initiated coverage of five AI data center colocation stocks with bullish ratings, citing rapid growth potential as artificial intelligence adoption accelerates and computing capacity remains constrained. The analyst noted that power access continues to be the primary limiting factor in scaling compute infrastructure.

Starbucks will close about 250 poor-performing cafes across the country by the end of the week as it seeks to boost the Starbucks experience, it said.

NU's lending engine is gaining momentum, but rising long-term delinquencies keep credit quality firmly in focus.

Oracle just sent a force majeure letter to its lender on a piece of the $165 billion Stargate campus, and Blue Owl is the one absorbing the paperwork risk while its stock sits near a one-year low.

GoDaddy stock rises following a report that Gen Digital could be looking to acquire the web domain provider.

Meta’s new AI agent Muse will soon make the company money from transactions made through the platform. On Wednesday, September 23, Meta CEO Mark Zuckerberg spoke at the Meta Connect conference and told developers, “We believe that Muse will make you money,” per a recording of the event shared on YouTube. “And we are standing […]

CoreWeave is profitable-adjacent but debt-heavy with customer concentration risk; QuantumScape has zero revenue but fortress-like balance sheet strength.

Every space supplier building lunar modules, satellite hardware, and heavy components is betting its revenue timeline on a rocket it does not own, and the gap between two stocks tells you exactly how the market is scoring that bet.

Charter Communications (CHTR) stock has now moved lower for 8 consecutive trading days, a cumulative loss of 20%. That streak has erased about $3.5 billion from the company's market value, which now stands at about $14 billion. For anyone holding the stock, the persistent selling has pushed the price to a new low for the year.

Modest pullbacks are normal and shouldn't alter long-term investment strategies.

Muse AI agents could be a $50 billion business for Meta, says Raymond James.

The bank already hires more than 800 apprentices annually; the new commitment expands that into consumer banking, technology, and operations

With inflation running at 3.4% and everyday costs from gas to groceries squeezing paychecks, investors are being forced to rethink how they treat consumer staples. The pressure on household budgets can reshape which businesses hold up and which struggle, creating openings for those watching closely. This article walks through three US Consumer Staples stocks exposed to the latest macro shock and explains why each one could matter for your portfolio decisions. The three stocks highlighted next...

Earlier this week, ExxonMobil Holdings Corporation completed a US$185.883 million fixed‑income offering of senior unsecured floating rate notes due September 25, 2076, featuring attached guarantees and callable, variable‑coupon terms. This ultra‑long‑dated, floating‑rate issuance adds a flexible funding source that can help match ExxonMobil’s long‑lived upstream and LNG growth ambitions with equally long‑term capital. We’ll now look at how this added long‑term funding, alongside record...

Qorvo (NasdaqGS: QRVO) has been removed from the PHLX Semiconductor Sector Index, according to the latest index rebalancing update. The PHLX Semiconductor Sector Index is widely tracked by institutional funds that benchmark against US semiconductor equities. Changes to the index composition can influence which semiconductor stocks are held by passive and rules based investment products. The removal of Qorvo from the PHLX Semiconductor Sector Index is important, but investors should weigh it...

In recent days, Workday has rolled out its AI-driven Workday Total Benefits platform and announced multiple integrations with partners including Experian, Checkr, Block’s Cash App, OneSource Virtual, Tabulera, and Neeyamo, expanding its capabilities across benefits, payroll, and income verification. Together, these partnerships turn Workday further into a unified hub for payroll, benefits, and financial services data, potentially deepening customer reliance on its ecosystem and reducing...

Coca-Cola has delivered strong returns over the past several years, and the market is now weighing whether that share price performance lines up with the cash the business can generate. With fresh investment plans and regulatory milestones in the background, the question is how fully those cash flows are already reflected in today's valuation. Over the past 5 years, Coca-Cola has returned 92.5%, which puts real pressure on investors to judge whether the current price still matches the cash...

ADBE shares jump 24.4% in three months as AI monetization, user growth and a raised fiscal 2026 outlook boost operating momentum.

NVIDIA (NVDA) stock trades near $225, about 28.3 times its adjusted earnings over the past twelve months. Adjusted here means normalized net income with stock-based compensation added back, the same broad basis analysts use in their forecasts. For a stock near its 52-week high, that looks steep. But the multiple leaves out the growth analysts already expect, and that growth depends on how much NVIDIA can supply.

The bond market is reminding investors that interest rates can move in both directions — and the latest move is creating a problem for stocks bought primarily for their income. Today, the U.S. 30-year Treasury yield reached 5.44%, its highest level since June 2004. The 10-year Treasury yield also climbed to about 5.15%, its highest […]

BlackBerry (BB) raised its full-year outlook on Thursday as the company's fiscal second-quarter resu

Alphabet just crossed below its 50-day moving average. That kind of bearish action calls for this particular options play.

CorpGov hosted the second LA CorpGov Forum on Sept. 18, 2026, at The Huntington Library in San Marino, California. This event brought together members of the financial community from both LA and beyond in panels focused on the finance of entertainment and media, sports, along with capital markets and shareholder activism. Panel: Venture Capital and […] The post Venture Capital and PE: A California Perspective on Governance: 2nd LA CorpGov Forum appeared first on CorpGov.

Bristol Myers Squibbs' growth portfolio is gaining ground, with newer drugs offsetting mature-product declines and reshaping its revenue mix.

Key TakeawaysOn September 24, the same day it paid its $0. 0625 quarterly dividend, Vertiv announced it would buy King Environmental Services, a European fluid management and commissioning firm, its fifth acquisition in roughly a year and the second in three weeks after Utility Innovation Group.