Company Stocks - Page 2
136 articles
Howmet Gains as Magellan Bankruptcy Reshapes Aerospace Supply Chain
Howmet Aerospace is set to benefit as Magellan Aerospace Middletown files for Chapter 11, shifting contracts and pricing power in a booming sector where supplier strength is increasingly concentrated
Intel's 14A Chip Ambitions Face New Test as Synopsys Certifies Tools
Intel is accelerating its 14A chip manufacturing timeline, but with few external customers and high technical stakes, Synopsys' early software certification could determine whether the foundry's bold bet pays off or leaves it exposed to costly delays
AI Storage Shortage Lifts Seagate and Western Digital Price Targets
Wedbush raises its outlook for Seagate and Western Digital as limited hard-drive supply and surging AI data needs put pricing power and profit margins in the spotlight ahead of key earnings reports
Paramount-Warner Bros. Merger Faces Years-Long Legal Delay
A $110 billion merger between Paramount and Warner Bros. Discovery is now on hold until at least 2027 after a coalition of state attorneys general filed suit, raising new antitrust hurdles and extending uncertainty for investors and the media industry
Google Stock Gets Buy Upgrade Despite Capex Shock and Cash Flow Hit
Alphabet's stock tumbled after its earnings report, but a top analyst now sees AI momentum outweighing short-term cash flow concerns-even as the company's 2026 spending plans raise new questions for investors
VanEck Semiconductor ETF: A Decade of Exceptional Returns
The VanEck Semiconductor ETF has delivered a 1,930% total return over the past 10 years, far outpacing the S&P 500 and Nasdaq-100, but its concentrated sector exposure has also brought sharp volatility and multiple deep drawdowns
Intel Stock Target Nearly Doubled by Top Analyst After Earnings Beat
Intel's turnaround gains momentum as a leading JPMorgan analyst sharply raises his price target, citing surging data center sales and strong demand for AI infrastructure. Investors weigh what's next after seven straight quarters of outperformance
Safety Insurance Stock Soars 41% After $1.54B Mapfre Buyout Deal
Safety Insurance Group shares surged after Mapfre agreed to acquire the company for $1.54 billion in cash, offering a 44% premium to shareholders. The deal highlights both the upside and the risks for investors as regulatory and legal hurdles remain.
Michael Burry's Short Bets on Tesla and Caterpillar Gain Traction
Michael Burry's bearish trades against Tesla, Caterpillar, and key semiconductor stocks are moving into the spotlight as July's market pullback tests the resilience of AI-driven rallies and investor sentiment
Michael Burry Expands Short Bet on Micron as AI Demand Faces Scrutiny
Michael Burry has increased his short position against Micron Technology, raising questions about the sustainability of AI-driven semiconductor demand even as the company posts record results and sector momentum remains high
5 Software Stocks Target AI Token Costs as Budgets Tighten
As AI adoption accelerates, Piper Sandler highlights five software companies positioned to help enterprises cut the rising costs of running AI agents by reducing token usage, a shift that could reshape software revenue models and investor expectations
IBM Faces Investor Scrutiny After AI Strategy and Earnings Miss
IBM's CEO says only 2% of its software is at risk from AI, but a historic stock drop and a sharp mainframe revenue decline have investors questioning the company's outlook and execution as Wall Street cuts price targets
AT&T's Infrastructure Edge Faces Starlink's Satellite Ambitions
AT&T's CEO says decades of network investment give the company a lasting advantage over satellite challengers like Starlink, but new partnerships and rising competition could reshape how Americans connect-and what investors expect next
AMD Stock Target Raised as UBS Sees AI Server Profits Surging
UBS wasted no time lifting its AMD price target after the chipmaker's AI Day, citing new forecasts for server CPU growth and margin strength. Investors now face high expectations and key milestones as AMD's valuation climbs.
Southwest Airlines Cuts Profit Outlook as Jet Fuel Costs Surge
Southwest Airlines posted record revenue and strong demand, but rising jet fuel prices have forced the carrier to lower its full-year earnings forecast, highlighting the ongoing challenge of managing volatile operating costs
ServiceNow Stock Rebounds as Goldman Bets on AI Revenue Growth
ServiceNow's shares recovered after a steep drop as Goldman Sachs raised its price target, citing the company's rapid AI contract growth and its evolving role in enterprise software amid industry fears over AI disruption
A CEO Who Obsesses Over Short-Sellers May Be Signaling Deeper Risks
When a CEO publicly targets short-sellers, it can reveal more than just market skepticism-potentially signaling internal distractions, communication risks, and insider hedging that may not show up in headline short interest figures
Microsoft 365 Outage Disrupts Teams and Outlook for U.S. Users
A major outage hit Microsoft 365, Teams, and Outlook Thursday morning, leaving many U.S. businesses and individuals unable to access key productivity tools. The disruption highlights the risks of relying on cloud-based platforms for daily operations
A Caterpillar Split Could Open the Door for GE Vernova
GE Vernova's rapid growth and surging market cap could make it a candidate for the Dow Jones Industrial Average, but only if Caterpillar splits its stock and index sector weightings are rebalanced
Nvidia's Stock Rally Slows as AI Boom Faces New Market Reality
Nvidia's shares are up just 12% in 2026, barely outpacing the S&P 500 after years of triple-digit gains. Investors are weighing record revenue against a sharp reset in valuation and shifting AI sector dynamics
AT&T Raises Internet and Wireless Fees as Customer Habits Shift
AT&T is increasing monthly charges for select internet and wireless plans, citing rising demand and changing usage patterns. Customers on older plans could see bills rise by $5 to $20 per month as the company adjusts its pricing strategy
Bank of America Lifts AMD Target as AI Hardware Race Heats Up
Bank of America has raised its AMD price target to $620, citing the chipmaker's shift from component supplier to full-stack AI systems provider and new multi-billion dollar deals with major AI customers
Samsung and SK Hynix Set to Reveal Major U.S. Chip Supply Deals
Samsung Electronics and SK Hynix are finalizing significant chip supply agreements with leading U.S. tech firms during President Lee Jae Myung's Silicon Valley visit, signaling a new phase in global semiconductor competition and investment
Jim Cramer Avoids IonQ as Quantum Stocks Face Rate Headwinds
Despite a surge in quantum computing stocks after a $2 billion federal investment announcement, Jim Cramer is steering clear of IonQ, citing rising interest rates and the risks facing high-growth companies with deep losses and distant profitability.
Apple Delays iPhone 18 Base Model, Pushing Holiday Shoppers to Pro
Apple's decision to postpone the entry-level iPhone 18 until spring 2027 leaves holiday buyers with only higher-priced Pro models this fall, raising upgrade costs and reshaping the company's revenue strategy during a key sales period
Alphabet Stock Drops as AI Spending Raises Investor Concerns
Alphabet's Q2 earnings beat revenue and profit forecasts, but a sharp increase in AI-driven capital spending and negative cash flow sent shares tumbling and left investors questioning the timing of returns from Google's cloud and AI bets
ServiceNow's $1 Billion Cybersecurity Bet Pays Off Amid AI Upheaval
ServiceNow's security and risk business has quietly surpassed $1 billion in annual contract value, outpacing rivals as software giants scramble to offset AI-driven budget shifts and market volatility
Wells Fargo Stands by $615 AMD Target After Anthropic Deal
AMD's $5 billion Anthropic partnership has reinforced Wells Fargo's bullish $615 price target, as the chipmaker's data center and AI ambitions drive revenue forecasts far above Wall Street consensus
Alphabet's AI Spending Raises New Questions for Wall Street Investors
Alphabet's record cloud revenue failed to impress investors as soaring capital expenditures and negative free cash flow highlight the growing gap between AI investment and returns, putting pressure on Microsoft and Meta ahead of their earnings
Nike Accelerates U.S. Store Closures Amid Sales Decline and Restructuring
Nike is closing more stores across the U.S. as it faces falling sales, rising competition, and a major operational overhaul. The company's latest moves signal deeper changes for both its retail footprint and workforce
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