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Brokers split on AstraZeneca merger talk as shares recover some ground
Proactive16d agoneutral
Brokers split on AstraZeneca merger talk as shares recover some ground

Citi has told clients that a large chunk of deal risk is already in AstraZeneca PLC's (LSE:AZN, NASDAQ:AZN) share price after Monday's sharp fall, while Deutsche Bank sees clear parallels with the drugmaker's Alexion acquisition five years ago. The two notes are the second-day response to a...

Here's What Key Metrics Tell Us About Wayfair (W) Q2 Earnings
Zacks16d agoneutral
Here's What Key Metrics Tell Us About Wayfair (W) Q2 Earnings

Although the revenue and EPS for Wayfair (W) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Timken (TKR) Reports Q2 Earnings: What Key Metrics Have to Say
Zacks16d agoneutral
Timken (TKR) Reports Q2 Earnings: What Key Metrics Have to Say

While the top- and bottom-line numbers for Timken (TKR) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

CrowdStrike (CRWD) Stock Trades Up, Here Is Why
StockStory16d agoneutral
CrowdStrike (CRWD) Stock Trades Up, Here Is Why

Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 3.8% in the afternoon session after the company released its 2026 Threat Hunting Report, which found that AI is now embedded across modern adversary operations, and announced that its Fal.Con 2026 conference sold out at a record pace.

Pfizer raises revenue outlook after quarterly earnings top estimates
Proactive16d agoneutral
Pfizer raises revenue outlook after quarterly earnings top estimates

Pfizer Inc (NYSE:PFE, XETRA:PFE) beat Wall Street expectations for its second-quarter 2026 results and raised the midpoint of its full-year revenue guidance, as growth from launched and acquired products helped offset declines in its COVID-19 portfolio. The pharmaceutical company reported...

Why IonQ (IONQ) Stock Is Up Today
StockStory16d agoneutral
Why IonQ (IONQ) Stock Is Up Today

Shares of quantum computing company IonQ (NYSE:IONQ) jumped 8.6% in the afternoon session after the company received a bullish 'outperform' rating from Wedbush and announced the completion of its $1.8 billion acquisition of SkyWater Technology. Wedbush initiated its first formal coverage on the quantum computing firm, setting a price target of $75.00, which suggests significant upside from the stock's price of $36.44. Concurrently, IonQ finalized its acquisition of the U.S.-based semiconductor f

Rambus’s (RMBS) Margin Problem: When Record Revenue Isn’t the Whole Story
Insider Monkey16d agoneutral
Rambus’s (RMBS) Margin Problem: When Record Revenue Isn’t the Whole Story

Memory bandwidth and GPU processing power have been a key hardware bottleneck for AI infrastructure advancement. As server designs move to high-density DDR5 standards and High Bandwidth Memory configurations to support AI workloads, specialized memory interface designers like Rambus Inc. (NASDAQ:RMBS) are key to data center design. That said, as semiconductor companies pivot their business models […]

Bloomberg16d agoneutral
Blackstone Has Pitched Mega Debt Package for Anthropic Chip Deal

(Bloomberg) -- Blackstone Inc. has held early discussions with investors to gauge interest in a second mega debt package to finance Anthropic PBC’s use of chips from Alphabet Inc.’s Google.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersApple’s New CEO Taps Retired Hardware Executive for Management TeamMamdani Dismisses Business Leaders Advisi

Caterpillar Stock Jumps, Pulling Up the Dow
The Wall Street Journal16d agoneutral
Caterpillar Stock Jumps, Pulling Up the Dow

Caterpillar shares jumped in early trading after the heavy-equipment provider raised its outlook for the year—giving the Dow industrials a big lift. As of right now, the stock has single-handedly added 313.