News: latest sourced stock and markets takes

Workday (WDAY): To buy C1.ai to govern identity for people and AI agents 14 Oct 2026
Workday agreed to buy C1.ai (formerly ConductorOne), an identity platform that controls what people and AI agents can access. Price wasn't disclosed…
Bank of America (BAC): $1.2B Treasury penalty over anti-money-laundering failures 14 Oct 2026
Treasury hit Bank of America with about $1.21B in AML and sanctions penalties, and the bank admitted it willfully violated the Bank Secrecy Act. It…
Crown Castle (CCI): Tower stock jumps as SpaceX buys 800 MHz spectrum 13 Oct 2026
SpaceX agreed to buy nationwide 800 MHz spectrum for Starlink Mobile. Carriers T-Mobile, AT&T and Verizon fell, while tower owners rose, with Crown…
PepsiCo (PEP): Beats Q3 but cuts 2026 profit outlook on weak North America 13 Oct 2026
PepsiCo beat Q3 estimates (core EPS $2.34, revenue $25.27B) but cut 2026 core EPS growth to 2.5%-3.5%. North America snacks are the drag: Frito-Lay…
Bumble (BMBL): Agrees $1.3B cash take-private by Ithaca at $6.05 a share 13 Oct 2026
Bumble agreed to be bought by Ithaca Holdings for $6.05 a share in cash, valuing it at $1.3B. Shares jumped about 56% to near the offer. Blackstone…
Applied Materials (AMAT): Shares slide after investor day skips a chip equipment spending forecast 13 Oct 2026
Applied Materials fell roughly 7-8% on Tuesday after its investor day stopped short of a wafer fab equipment spending forecast. Lam Research and KLA…
LVMH (MC.PA): Fashion & Leather sales fall 5% as Q3 growth slows to 1% 13 Oct 2026
LVMH's Q3 organic sales grew just 1%, down from 3% in Q2. Fashion & Leather Goods, its biggest division, fell 5% as weaker China demand outweighed US…
Pacira BioSciences (PCRX): Viatris to buy it for $1.65B in cash 13 Oct 2026
Viatris agreed to buy Pacira for $36.50 a share in cash, about $1.65B, a ~44.8% premium to its last close. Pacira's non-opioid pain drugs Exparel and…
UnitedHealth (UNH): Q3 beat and higher 2026 profit outlook 13 Oct 2026
UnitedHealth posted Q3 adjusted EPS of $4.69 vs $2.92 a year ago on $112.7B revenue, and lifted its 2026 adjusted EPS outlook to at least $20.50. The…
FormFactor (FORM): Teradyne to invest $300M and team up on chip test 13 Oct 2026
Teradyne agreed to invest $300M in FormFactor for 2,234,887 new shares, a minority stake, alongside a test collaboration covering HPC, advanced…
Citigroup (C): Q3 profit jumps 40% to $5.2B as revenue rises 8% 13 Oct 2026
Citigroup earned $5.2B, or $2.85 a share, in Q3, up from $1.86 a year ago, on revenue of $23.8B (+8%). Services revenue rose 15% and Wealth 15%…
Johnson & Johnson (JNJ): Raises 2026 EPS outlook as Q3 sales rise 5.9% 13 Oct 2026
J&J raised its 2026 adjusted EPS outlook to $11.05-$11.15 as Q3 sales rose 5.9% to $25.4B, led by Innovative Medicine (+7.7%). Adjusted EPS of $2.59…
Goldman Sachs (GS): Q3 EPS jumps 39% to $17.01 as revenue climbs 23% 13 Oct 2026
Goldman Sachs earned $17.01 a share in Q3, up from $12.25 a year ago, on net revenue of $18.68B, up 23%. Global Banking & Markets revenue rose 32%…
Wells Fargo (WFC): Q3 EPS rises 13% to $1.87 but revenue lands below estimates 13 Oct 2026
Wells Fargo earned $5.95B, or $1.87 a share, in Q3, up from $1.66 a year ago. It bought back $2.5B of stock and ROTCE rose to 16.3%. Loans and…
JPMorgan Chase (JPM): Q3 profit rises to $15.3B but lands short of estimates 13 Oct 2026
JPMorgan earned $15.3B, or $5.57 a share, in Q3, up from $5.07 a year ago. Trading revenue rose 15% and investment banking fees 14%. Reports say EPS…
Amazon (AMZN): Reportedly in talks to buy AI software startup Decart for about $7B 13 Oct 2026
WSJ reports Amazon is in talks to buy Decart, an AI software startup, for around $7B, versus a ~$4B valuation in May. Decart's tools help AI run…
Apple (AAPL): Reportedly trims iPhone 18 Pro component orders by 15%+ 13 Oct 2026
Nikkei Asia reports Apple cut October component orders for the iPhone 18 Pro and Pro Max by at least 15%, citing higher memory costs and a $100 price…
Option Care Health (OPCH): Agrees $5.8B take-private by CD&R and McKesson 13 Oct 2026
Option Care Health agreed to be taken private by CD&R (about 51%) and McKesson (about 49%) at $32.05 a share, a ~37% premium and ~$5.8B enterprise…
Omron (6645.T): Agrees to buy OnLogic parent Interlogic for $675M in physical AI push 13 Oct 2026
Omron agreed to buy Interlogic, parent of US industrial PC maker OnLogic, for $675M in cash, with closing expected around Jan 2027. It pairs…
eBay (EBAY): Morgan Stanley names it Top Pick on live commerce growth 13 Oct 2026
Morgan Stanley named eBay its Top Pick on Oct 12, keeping Overweight and lifting its target to $132 from $127. It estimates live commerce drove over…
Tesla (TSLA): Germany backs EU-wide FSD approval, but the vote slips to December 13 Oct 2026
Germany's transport minister says Berlin will push for EU-wide approval of Tesla's FSD, and Tesla has offered to rename it "Tesla Assisted Driving."…
Salesforce (CRM): BofA double upgrade to Buy argues AI deepens software lock-in 13 Oct 2026
BofA upgraded Salesforce two notches to Buy from Underperform on Oct 12 and lifted its target to $285 from $160. Its case: AI agents deepen lock-in…
Micron (MU): Falls about 4% as China's CXMT targets denser DRAM for servers 13 Oct 2026
Micron fell about 4% on Oct 12 after China's CXMT said it made progress on a denser 4F² DRAM cell and plans a server product before end-2026. SK…
Alimentation Couche-Tard (ATD.TO): Agrees to buy Irving Oil's Quebec and Ontario fuel retail sites 13 Oct 2026
Couche-Tard agreed to buy 52 Irving Oil retail sites (50 in Quebec, 2 in eastern Ontario) plus 18 commercial cardlock sites. It already runs the…
STERIS (STE): Agrees to buy surgical products maker Xodus Medical for $2.1 billion 13 Oct 2026
STERIS agreed to buy surgical products maker Xodus Medical for $2.1B at closing, about $1.8B net of an expected $300M tax benefit, plus up to $150M…
GE HealthCare (GEHC): Agrees to buy radiopharmaceutical maker SOFIE Biosciences for $945 million 13 Oct 2026
GE HealthCare agreed to buy SOFIE Biosciences from Trilantic for $945M in cash, adding 15 US sites and 21 cyclotrons that make PET imaging agents. It…
Viatris (VTRS): Agrees to buy Pacira BioSciences for $1.65 billion in cash 13 Oct 2026
Viatris agreed to buy Pacira for $36.50 a share in cash, about $1.65B, adding non-opioid pain drugs Exparel and Zilretta. Pacira jumped roughly 44%…
Bristol Myers Squibb (BMY): Pulmonary fibrosis drug admilparant hits Phase 3 goal at 60 mg 12 Oct 2026
Bristol Myers said admilparant met the primary goal in its Phase 3 ALOFT-IPF trial at 60 mg, but the 120 mg dose slowed lung decline without a…
Meta Platforms (META): Launches Muse Wonder, its first frontier AI model 12 Oct 2026
Meta launched Muse Wonder and Muse Wonder Full, saying they match top rivals on its own tests. The API is priced at $4 per million input and $20 per…
Chipotle (CMG): Falls after Starbucks says it is not buying it 12 Oct 2026
Starbucks said it is not buying Chipotle, after an FT report last week said it was weighing a takeover. Chipotle fell over 4% as the deal premium…
IREN (IREN): Shares jump on report of multiyear Anthropic cloud deal 12 Oct 2026
The Information reports IREN signed a multiyear AI cloud deal with Anthropic. Neither company has confirmed it, and no price or capacity was given…
CCC Intelligent Solutions (CCC): GTCR and Elliott reported in advanced talks to buy the company 12 Oct 2026
Bloomberg reports GTCR and Elliott are in advanced talks to acquire CCC, the claims software provider for auto insurers and repairers. A deal could…
HCLTech (HCLTECH.NS): Q2 profit up about 21% as bookings hit $3.26B and AI revenue grows 78% 12 Oct 2026
HCLTech's Q2 profit rose about 21% to roughly Rs 5,130 crore. New bookings were $3.26B, EBIT margin 18.2%, and advanced AI revenue grew 78% year on…
Telstra (TLS): Falls 2.5% as the SpaceX spectrum deal reaches Australian telcos 12 Oct 2026
Telstra closed down 2.5% at a six-week low on Monday, and TPG Telecom fell almost 5%, as the US telecom sell-off over SpaceX's low-band spectrum…
IonQ (IONQ): To buy Elisity in all-stock deal worth up to $1.3B 12 Oct 2026
IonQ agreed to buy zero-trust security firm Elisity in an all-stock deal valued at up to $1.3B, including up to $150M of earnout. Close is expected…
TSMC (TSM): September revenue rises 54.6% year on year to NT$511.86B 12 Oct 2026
TSMC reported September revenue of NT$511.86B, up 54.6% from a year earlier but down 0.6% from August. Nine-month revenue reached NT$3,898.73B, up…
Samsung Electronics (005930.KS): Q3 operating profit jumps 782% to 107.4T won on memory chips 12 Oct 2026
Samsung's Oct 8 preliminary Q3 showed operating profit of 107.4T won (+782.5% YoY), above the 106.6T consensus, on sales of 195T won (+126.6%), below…
Volkswagen (VOW3): Q3 deliveries fall 14.3% as China sales drop 38.5% 12 Oct 2026
Volkswagen Group delivered 1.885m vehicles in Q3, down 14.3% year on year, its steepest quarterly fall since Q2 2022. China sank 38.5% to 405,800…
AT&T (T): Falls about 10% as SpaceX buys low-band spectrum to become a mobile carrier 12 Oct 2026
AT&T fell about 9.8% on Oct 9 after SpaceX agreed to buy Grain Management's nationwide 800 MHz spectrum, reported at ~$8B, to become a major US…
Marvell (MRVL): Lays out path to $70-90B revenue by fiscal 2031 12 Oct 2026
Marvell's Oct 6 investor day set a fiscal 2031 revenue path of $70-90B and lifted its fiscal 2028 goal to about $20B from $18B. Shares jumped sharply…
Humana (HUM): Shares jump as 2027 star ratings improve sharply 12 Oct 2026
Humana rose about 15% on Oct 9 after CMS's 2027 Medicare Advantage star ratings. Humana says about 95% of members are in plans rated 4 stars or…
Palantir (PLTR): Goldman Sachs upgrades to Buy on sovereign AI demand 12 Oct 2026
Goldman Sachs upgraded Palantir to Buy from Neutral on Oct 8, citing sovereign AI demand, custom applications and an industry-focused strategy…
Shell (SHEL): Lifts Q3 gas output outlook after ARC deal 12 Oct 2026
Shell raised its Q3 integrated gas output guidance to 740-780 kboe/d from 570-630, with the closed ARC Resources deal feeding in. It also flagged a…
HDFC Bank (HDB): RBI clears Anup Bagchi as next CEO from Oct 27 12 Oct 2026
RBI has approved Anup Bagchi, now CEO of ICICI Prudential Life, as HDFC Bank's next MD & CEO for three years from Oct 27, replacing Sashidhar…
Haemonetics (HAE): CSL plans full US NexSys rollout by end of 2027 12 Oct 2026
CSL now expects to move all its current US plasma centers to Haemonetics' NexSys devices by end-2027, up from "a portion" with no timeline in August…
Johnson Electric (0179.HK): Shares slump after first-half profit warning 12 Oct 2026
Johnson Electric warned first-half profit will fall 56-62% to $50m-$58m, and shares dropped about 17% in Hong Kong. Last year's FX gains of roughly…
Tesco (TSCO): Lifts profit guidance floor and raises buyback to £950m 12 Oct 2026
Tesco raised the bottom of its full-year profit guide to £3.15bn-£3.3bn and lifted its buyback to £950m from £750m. First-half adjusted operating…
Vaxcyte (PCVX): Prices about $1B stock and convertible raise to fund VAX-31 12 Oct 2026
Vaxcyte priced about $1B of funding: 7.4M shares at $64 plus pre-funded warrants, and $500M of 1.5% convertible notes due 2032. Proceeds back VAX-31…
Deutsche Telekom (DTE): Shares drop as SpaceX buys US low-band spectrum 12 Oct 2026
Deutsche Telekom fell roughly 7-8% in Frankfurt on Oct 9, the worst performer on the DAX, after SpaceX agreed to buy low-band US spectrum from Grain…
AST SpaceMobile (ASTS): Shares slide as SpaceX buys Grain's low-band spectrum 11 Oct 2026
AST SpaceMobile fell about 13% on Oct 9 after Grain Management agreed to sell its 800 MHz spectrum to SpaceX, pending FCC approval. The WSJ puts the…
Zscaler (ZS): Analysts lift targets after Investor Day sets an $8B ARR goal for FY2031 11 Oct 2026
Zscaler used its Oct 7 Investor Day to set a fiscal 2031 ARR target of $8B and reaffirm near-term guidance. JPMorgan, Wells Fargo, Cantor and Baird…
Pfizer (PFE): FDA approves Tukysa regimen as first-line maintenance for HER2+ breast cancer 11 Oct 2026
The FDA approved Pfizer's Tukysa with trastuzumab and pertuzumab as first-line maintenance for HER2-positive metastatic breast cancer. In the…
Fastly (FSLY): Oppenheimer upgrades to Outperform on contract growth and agentic AI traffic 11 Oct 2026
Oppenheimer upgraded Fastly to Outperform from Perform with a $35 target, citing larger contracts, rising security attach and early agentic-AI…
SpaceX (SPCX): Agrees to buy Grain's 800 MHz spectrum for Starlink Mobile 11 Oct 2026
SpaceX agreed to buy Grain Management's nationwide 800 MHz spectrum (up to 14 MHz paired), a low-band layer for Starlink Mobile's indoor and rural…
Cenovus Energy (CVE): Agrees to buy Athabasca Oil for C$5.7B in cash and stock 11 Oct 2026
Cenovus agreed to buy Athabasca Oil at an implied C$5.7B enterprise value: C$12 cash or 0.264 Cenovus shares per share, cash capped at 75%. It adds…
HP Inc (HPQ): PC shipments fell 30.9% in Q3, the steepest drop among top vendors 11 Oct 2026
IDC says global PC shipments fell 20.1% in Q3 to 62.7M units. HP fell hardest of the big vendors: down 30.9% to 10.3M, versus Dell -25% and Lenovo…
C.H. Robinson (CHRW): Agrees to buy RXO in a $5.8B cash-and-stock deal 11 Oct 2026
C.H. Robinson agreed to buy RXO for about $5.8B: $17.25 cash plus 0.0856 CHRW shares per RXO share, or $30.25 implied, a 29% premium to RXO's Oct 2…
BT Group (BT.A): Buys TalkTalk out of administration with a c.£400m FY27 cash hit 11 Oct 2026
BT bought TalkTalk's consumer broadband and wholesale (PXC) businesses out of administration, covering about 2.5M customers. It put the FY27 cash…
Pacira BioSciences (PCRX): Viatris to buy it for $1.65B in cash at $36.50 a share 11 Oct 2026
Viatris agreed to buy Pacira for $36.50 a share in cash, about $1.65B, a 44.8% premium to its last close. The deal adds non-opioid pain drugs Exparel…
Wolfspeed (WOLF): Conditional $1.5B Pentagon loan comes with warrants for up to 7.5% of the company 11 Oct 2026
Wolfspeed won a conditional commitment for up to $1.5B of 30-year financing from the US Department of War, with warrants for up to 7.5% of its fully…
Deere (DE): Falls about 5% as FTC and USDA open a farm equipment inquiry 11 Oct 2026
The FTC and USDA opened a joint inquiry into farm equipment makers and dealers, and Deere fell about 5% on Oct 7, with CNH and AGCO down similarly…
T-Mobile (TMUS): Falls 13% as the spectrum it sold in August heads to SpaceX 11 Oct 2026
T-Mobile fell 13.3% on Friday, its worst day since 2011, after SpaceX agreed to buy Grain Management's 800 MHz spectrum. T-Mobile sold that spectrum…
Apple (AAPL): Shares dip on report of 15%+ cut to iPhone 18 Pro component orders 11 Oct 2026
Nikkei Asia reports Apple told suppliers to cut October iPhone 18 Pro component orders by at least 15%, citing memory costs and $100 price rises…
Oracle (ORCL): Shares slip as OpenAI tells investors run rate is about $50B 11 Oct 2026
OpenAI told investors its annualized revenue was about $50B at end-September, below the roughly $68-70B figure that had circulated. Oracle fell about…
Webull (BULL): House panel flags China ties, shares fall about 19% 11 Oct 2026
A House committee report says Webull's ownership, technology and data routing are tied to China, despite its "American company" pitch. Shares closed…
Crown Castle (CCI): Tower stocks jump as SpaceX agrees $8B spectrum purchase 11 Oct 2026
SpaceX agreed to buy Grain Management's 800 MHz spectrum for about $8B in cash (WSJ-reported figure), and tower stocks jumped: Crown Castle rose…
Alignment Healthcare (ALHC): Largest contract drops below the 4-star Medicare bonus line 11 Oct 2026
Alignment's main California Medicare Advantage contract fell to 3.5 stars from 4.0 in CMS's 2027 ratings, putting its 2028 quality bonus at risk…
Delta Air Lines (DAL): Cuts 2026 profit outlook as fuel bill jumps 60% 11 Oct 2026
Delta cut 2026 adjusted EPS guidance to $5.10-$5.60, from $6.50-$7.50 in July. Revenue rose 16% in Q3, but fuel is set to add about $6B this year…
Moderna (MRNA): Joins the Nasdaq-100 after a steep rally 11 Oct 2026
Moderna joined the Nasdaq-100 before the open on Oct 9, replacing Warner Bros. Discovery. Index funds must buy, but inclusion doesn't change sales or…
Chipotle (CMG): Starbucks reportedly explored a takeover, FT says 11 Oct 2026
The FT reports Starbucks worked with advisers on an early-stage takeover proposal for Chipotle, a roughly $40B deal that would be the largest…
Verizon (VZ): Worst day since 2002 as SpaceX buys low-band spectrum 11 Oct 2026
Verizon fell about 8.7% on Friday, its worst day since 2002, after SpaceX agreed to buy Grain Management's nationwide 800 MHz spectrum for Starlink…
Humana (HUM): Largest Medicare Advantage contract wins back 4 stars 11 Oct 2026
Humana's largest Medicare Advantage contract rose back above the 4-star bonus cutoff in CMS's 2027 ratings. TD Cowen estimates $3bn+ of extra 2028…
Tesco (TSCO): Raises profit outlook after first-half beat 9 Oct 2026
Tesco raised the lower end of its full-year adjusted operating profit outlook to £3.15bn from £3.0bn, after first-half adjusted operating profit rose…
Avon Technologies (AVON): FY26 results to beat expectations on about 12.5% revenue growth 7 Oct 2026
Avon Technologies said fiscal 2026 revenue should rise about 12.5% and adjusted operating margin will land comfortably above its 14-16% guide, helped…
Penguin Solutions (PENG): Record Q4 sales up 68%, FY27 outlook raised 7 Oct 2026
Penguin Solutions posted record fiscal Q4 sales of $567M, up 68% from a year ago, with non-GAAP EPS of $1.00. It guided FY27 sales to about $2.43B at…
Skyworks (SWKS): Closes Qorvo merger, Qorvo delisted 7 Oct 2026
Skyworks closed its merger with Qorvo on Oct 5. Each Qorvo share converted into $32.50 in cash plus 0.960 Skyworks shares, leaving Skyworks holders…
TD SYNNEX (SNX): Agrees to buy specialty distributor BlueStar 7 Oct 2026
TD SYNNEX signed a definitive agreement to acquire BlueStar, a specialty distributor focused on barcode scanning, RFID, mobility, point-of-sale…
Seagate (STX): Slides as Toshiba plans to double hard-drive output 7 Oct 2026
Toshiba plans to double its hard-drive capacity for AI data centers, with ~$380M for its Philippines plant, aiming for 30% share from just over 10%…
Energy Transfer (ET): To buy Vaquero Midstream for $2.63B in cash and units 7 Oct 2026
Energy Transfer agreed to buy Vaquero Midstream for about $2.63B: $1.95B in cash plus roughly 33.3M new units. The deal adds Delaware Basin gas…
Vistra (VST): DOE offers conditional $4.2B loan for nuclear uprates 7 Oct 2026
The US Department of Energy offered Vistra a conditional commitment of up to $4.2B to uprate and modernise three nuclear plants, adding 433 MW and…
Intel (INTC): CEO says Intel stays on Musk's Terafab as TSMC talks emerge 7 Oct 2026
Intel CEO Lip-Bu Tan told Bloomberg the company will keep working on Elon Musk's Terafab chip project, days after Musk said he was in "just…
Nike (NKE): China sales slide and a weak outlook meet a $2.5 billion cost plan 7 Oct 2026
Nike's fiscal Q1 revenue fell 4% to $11.21B and missed estimates, with Greater China down 22% reported (26% currency-neutral). Management guided to a…
Samsung Electronics (005930.KS): Q3 profit seen topping 100 trillion won for the first time 7 Oct 2026
Samsung Electronics reports preliminary Q3 results tomorrow, and analysts expect operating profit above 100 trillion won, a first for any Korean…
Advanced Micro Devices (AMD): CEO promises "substantially" more chip supply in 2027 7 Oct 2026
AMD CEO Lisa Su told reporters in Taipei that the company will "substantially" increase chip supply in 2027, as AI demand still runs ahead of what…
Skydance Corp (SKYD): Closes $110B Warner Bros. Discovery merger 7 Oct 2026
Paramount Skydance closed its roughly $110B takeover of Warner Bros. Discovery on Oct 6, paying WBD holders about $31 in cash per share. The combined…
Marvell Technology (MRVL): Lifts FY28 revenue target to ~$20B at investor day 7 Oct 2026
Marvell raised its fiscal 2028 revenue target to about $20B from $18B, above the ~$18.2B consensus, and framed $70B-$90B of revenue by fiscal 2031…
Constellation Brands (STZ): Beats Q2 but beer depletions slip 0.6% 7 Oct 2026
Constellation beat Q2 with $2.63B revenue and $3.74 adjusted EPS, but beer depletions fell 0.6% while shipments rose 5.5%, a gap worth watching. FY27…
PTC Inc. (PTC): Schneider Electric agrees to buy PTC for $205 a share in cash 7 Oct 2026
Schneider Electric agreed to acquire PTC for $205 per share in cash, about $22.6B and a 42.3% premium to the prior close. It is Schneider's largest…
Option Care Health (OPCH): CD&R and McKesson Agree to Buy Option Care for $5.8B at $32.05 a Share 7 Oct 2026
CD&R and McKesson agreed to take Option Care Health private at $32.05 a share in cash, a ~$5.8B enterprise value and a 37% premium to Oct 5's close…
Hewlett Packard Enterprise (HPE): Daiwa upgrades HPE to Outperform on networking outlook 7 Oct 2026
Daiwa upgraded Hewlett Packard Enterprise to Outperform (from Neutral), raising its price target to $75 from $65 — pointing to its Sept 30 Networking…
GEO Group (GEO): Sells Adelanto ICE Facilities to DHS for $950M, Boosts Buyback to $1.25B 6 Oct 2026
GEO Group sold its 3 Adelanto, CA detention facilities (2,644 beds) to the U.S. government for $950M, but keeps running them under its ICE contract…
Wells Fargo (WFC): Morgan Stanley Upgrades to Overweight, Sees End to Balance-Sheet Drag 6 Oct 2026
Morgan Stanley upgraded Wells Fargo to Overweight ($102 target), calling an end to the balance-sheet-cap drag that made WFC the worst-performing big…
Intel (INTC): TSMC's Terafab talks put Intel's exclusive Texas foundry deal at risk 6 Oct 2026
Elon Musk confirmed TSMC is in early talks to join his Terafab chip project in Texas, where Intel has been the only named manufacturing partner since…
Bristol-Myers Squibb (BMY): Leerink cuts rating as pipeline doubts grow 5 Oct 2026
Leerink Partners downgraded Bristol-Myers Squibb to Market Perform, cutting its price target to $59 from $73 — citing fading confidence in three…
Vaxcyte Shares Soar on Positive Phase 3 Vaccine Data ($PCVX) 5 Oct 2026
Vaxcyte's pneumonia vaccine VAX-31 just hit all its goals in a major trial, matching or beating today's top shots from Pfizer and Merck. Shares…
Nasdaq Sets Record, Norway Targets AI Glasses and Huawei Renews Qualcomm Deal 5 Oct 2026
US shares advanced on Monday, October 5, with the Nasdaq closing at a record high as Nvidia and Microsoft helped lift the index and investors looked…
Stocks Rally on Jobs Data, AI’s Trillion-Dollar Race and Meta’s Muse Gadget 5 Oct 2026
US stocks and bonds bounced on October 2 after September job growth slowed more than expected. Payrolls undershot forecasts and unemployment rose to…
Revolut’s $115B Challenge, Stocks Brace for Fed Minutes and AI’s Trillion-Dollar Race 4 Oct 2026
Reuters reported on October 4 that Revolut has become Europe’s most valuable startup, with a $115 billion valuation, positioning the digital bank as…
OPEC Holds November Oil Targets, Altman Defends AI Risk and Anthropic Researcher Heads to NYC Hearing 4 Oct 2026
OPEC+ agreed in principle on Sunday, October 4, to keep its November oil-production targets steady, Reuters reported, citing sources. The decision…
White House Forms AI Task Force, Wall Street Faces Q4 Test 3 Oct 2026
Investors head into the first full week of Q4 weighing spiking Treasury yields, the approaching US midterm elections and the start of corporate…
AI’s Trillion-Dollar Race, Amazon Pledges $1B to Data Center Communities and Stocks Rebound 3 Oct 2026
Investors are weighing the scale and durability of the AI buildout. Reuters reported October 3 that global AI investment is reaching historic…
US Funds Extend Inflows as AI Optimism Holds, Anthropic Pledges $100M for AI Engineers 2 Oct 2026
US equity funds recorded inflows for a second consecutive week through September 30, Reuters reported on October 2, as investor enthusiasm for AI…
Anthropic Flags Government Risks in IPO Filing as AI’s Commercial Stakes Grow 2 Oct 2026
US stocks closed higher on Friday, October 2, after weaker-than-expected September jobs data eased rate-hike concerns, Reuters reported. This market…
French Bond Yields Near 5%, Euro Zone Firms Self-Fund AI and South Korea Reviews Bank Hacks 2 Oct 2026
French markets faced fresh pressure on October 2 amid high public debt and political gridlock. Reuters reported French bond yields had reached a…
JD.com’s $2.5B Ceconomy Bid, Armadin’s $255M Raise and AI Skills Surge 2 Oct 2026
Chinese e-commerce group JD.com is set to secure European Union approval for its $2.5 billion bid for German electronics retailer Ceconomy, Reuters…
US Stocks Rebound, Oil Reserve Release Looms and OpenAI Fires Three Researchers 2 Oct 2026
US stocks advanced on Friday, October 2, after September payrolls increased by just 29,000, far below the 84,000 forecast, while unemployment rose to…
US Adds 29,000 Jobs, Stocks Rally and Tesla Deliveries Beat Estimates 2 Oct 2026
The US added 29,000 jobs in September, well below expectations, and unemployment rose to 4.2%, according to October 2 Labor Department data reported…
Profit Boom Faces a Reality Check, Nvidia’s $500B Chip-Financing Plan Draws Questions 1 Oct 2026
US corporate earnings are on track to rise more than 35% in 2026, but investors are increasingly wary that the profit boom may slow, Reuters reported…
Global M&A Slows to $993B, Broadcom Offers Anthropic $42B and AI Spending Stays in Focus 1 Oct 2026
Global mergers and acquisitions totaled $993 billion in the third quarter, down 41% from the previous quarter, as higher borrowing costs cooled…
Treasury Yields Hit 24-Year Peak, Wall Street Edges Higher and AI Experts Targeted by Hackers 1 Oct 2026
A global bond selloff deepened on October 1, pushing US Treasury yields to a 24-year peak, Reuters reported. The pressure extended across bond…
South Korea’s Exports Hit $120.9B, Wall Street Rebounds and Google Unveils Gemini 4 Argon 1 Oct 2026
South Korea’s exports surged 83.5% year over year in September to a record $120.9 billion, topping expectations, with chip sales driving the jump…
Europe’s Earnings Forecast, Volantis Raises $88M and OpenAI Flags Rogue Agent Activity 1 Oct 2026
Analysts expect third-quarter earnings for Europe’s blue-chip companies to rise 19.4% year over year, easing from the previous quarter’s pace…
Stocks Recover as Yields Ease, Broadcom Offers Anthropic $42B and Armadin Raises $255M 1 Oct 2026
US stocks recovered from early losses on Thursday, October 1, and closed slightly higher as Treasury yields retreated from multi-decade highs…
ElevenLabs Hits $22B Valuation, CScale Raises $145M and Wall Street Enters Q4 30 Sep 2026
US stocks closed a volatile September with mixed moves on Wednesday, September 30. The Nasdaq rose while the S&P 500 dipped, though both indexes…
Stocks Close Q3 Higher, Micron’s AI Sales Jump and Anthropic Prepares for a Landmark IPO 30 Sep 2026
US markets ended Wednesday’s session mixed, with the Nasdaq higher and the S&P 500 slightly lower, while both recorded a second consecutive quarterly…
Micron’s AI Sales Surge, DoorDash Adds 3,000 Jobs and FTC Probes AI Labs 30 Sep 2026
Micron beat Wall Street’s quarterly earnings expectations and issued strong guidance, with data-center revenue increasing elevenfold as demand for AI…
AI Infrastructure IPO Slips on Debut, Google Launches Gemini 4 Argon 30 Sep 2026
AI data-center infrastructure company Accelevation fell 2.5% on its Nasdaq debut on September 30, below its $18 IPO price, leaving it valued at about…
AI Chip Deals Spread From China to Silicon Valley as Asia’s Fundraising Surges 30 Sep 2026
Asia-Pacific companies are poised to challenge the region’s 2021 record for share and convertible-bond fundraising this year, as the AI boom fuels a…
US Inflation Cools, Micron’s AI Forecast Surges and Stocks Close Q3 Higher 30 Sep 2026
US inflation rose less than economists expected in August, offering the Federal Reserve some breathing room. The Personal Consumption Expenditures…
Robinhood Adds Weekend Trading, Netlist Seeks Micron Chip Import Ban 29 Sep 2026
Robinhood said Tuesday, September 29, that it will allow users to trade some U.S. stocks around the clock on weekends, Reuters reported. The move…

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