Samsung Electronics (005930.KS): Q3 profit seen topping 100 trillion won for the first time
Samsung Electronics reports preliminary Q3 results tomorrow, and analysts expect operating profit above 100 trillion won, a first for any Korean…
Home/Sentiment
Bullish
9 takes
Advanced Micro Devices (AMD): CEO promises "substantially" more chip supply in 2027
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…
Marvell Technology (MRVL): Lifts FY28 revenue target to ~$20B at investor day
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…
PTC Inc. (PTC): Schneider Electric agrees to buy PTC for $205 a share in cash
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
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
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
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
Morgan Stanley upgraded Wells Fargo to Overweight ($102 target), calling an end to the balance-sheet-cap drag that made WFC the worst-performing big…
Vaxcyte Shares Soar on Positive Phase 3 Vaccine Data ($PCVX)
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…