High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
General Dynamics (GD) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Shinhan Financial (SHG) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Evercore ISI stepped back from HPE one session ago and the stock is already fighting back, but the real question is whether an Oracle networking deal changes the calculus that spooked analysts in the first place.
Berenburg upgrades Eli Lilly stock to Buy from Hold, citing growth prospects fueled by its weight-loss drugs.
Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here. The Broyhill Equity Composite gained 8.8% in Q2, trailing the MSCI All Country World Index’s 15.1% and the MSCI ACWI Value Index’s 10.8%. For the first half, the Composite returned 2.3%, versus 11.5% for the Index. The […]
Eli Lilly (NYSE:LLY) shares rose 1. 6% to $1,155.
IREN raised expected 2026 ARR to $4.0 billion from $3.4 billion in November
Energous (NASDAQ:WATT) shares rose 1. 4% to $11.
Bank of America says what matters most is not the number.
Investment bank JPMorgan issued a double upgrade on Iren, citing its multi-billion-dollar Nvidia deal and rising contract value as catalysts.
Evercore ISI lowered its rating on HPE stock to ‘In-Line’ from ‘Outperform.’
Affirm shares rally on a bullish Wolfe Research report. Here’s why analyst Darrin Peller recommends buying AFRM stock at the current price.
Existing-device eligibility broadens distribution while weakening the argument that better AI automatically produces immediate hardware replacements.
Netflix Stock Rallies As Analyst Raises Target, Points To Stronger Subscriber Trends
Consensus estimates beyond the third quarter look aggressive, Komp says
The bank sees limited value capture in MARA’s capital-light Starwood venture, preferring AI/HPC operators that control data-center development and operations.
Richard Choe reversed JPMorgan’s bearish rating as customer signings, higher neocloud pricing and 2027 capacity strengthened the bank’s outlook for IREN.
Fourth-quarter GMV rose 36% to $14.1 billion with adjusted operating margin at 30%
A Senate floor vote on crypto market-structure legislation is splitting the sector in real time, lifting some names while a JPMorgan downgrade punishes a miner that Bitcoin's rally cannot save.
Melius analyst Scott Mikus also cut ratings on four other aerospace stocks, Honeywell Aerospace , TransDigm, Heico, Woodward. He lays out the problem ahead: the aftermarket.
Novo faces a tougher growth outlook as Morgan Stanley downgrades the stock to Underweight, citing muted growth, patent risks and rising pressure from Lilly.
Hewlett Packard Enterprise (NYSE:HPE) stock is down 9% to $56.47 in early trading Monday after a Wall Street downgrade landed on top of a triple-digit run for the artificial intelligence (AI) server maker. The move places Hewlett Packard Enterprise stock at the front of a sector-wide unwind in AI hardware, and it’s coming from the […]
Compass Point analyst Ed Engel said his base case accounted for Tuesday's CLARITY vote failing, and tokenized equities to launch anyway.
Investing.com -- Baird has turned more cautious on apparel, footwear and fitness stocks, downgrading several names as it sees rising risks heading into the fourth quarter.
Skyworks just blew past every analyst price target while gutting its dividend, piling on debt, and watching its CFO sell shares into the surge. Something is driving this rally that the sell side has not priced in yet, and figuring out whether it is genius or gravity takes some digging.
MARA Holdings (NASDAQ:MARA) shares fell 5. 7% in pre-market trading to $11.
JPMorgan's vertically integrated AI infrastructure gives it a more direct path to monetizing its power capacity, in contrast to MARA's partner-led data center approach, according to the bank.
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