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Keybanc bearish on Lam Reaserch, positive on Applied Material
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J&J’s push into new medicines to offset the Stelara loss, Guggenheim says
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Morgan Stanley lifts Nike stock target but remains on the sidelines
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SanDisk stock target more than doubled at BofA on AI demand surge
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Retail could save $6B from agentic AI efficiencies — Morgan Stanley
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Nvidia, OpenAI and the $100B deal: Key FAQs explained
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Baird downgrades Lululemon on low growth and margin visibility
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UBS sees Tesla Q3 deliveries running ahead of Wall Street consensus
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Kenvue shares rise despite Trump linking painkiller to autism risk
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Mizuho raises targets for Tesla, automakers on brighter 2026 outlook
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Lockheed Martin secures $59 million in defense contracts
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Johnson Control Navy Systems secures $112 million Navy contract
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Raytheon secures $271 million contract for TOW missile production
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Boeing secures defense contracts worth over $93 million
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STAAR draws no rival bids as Yunqi joins Broadwood against Alcon deal
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Disney to resume Jimmy Kimmel Live! after suspension over Kirk remarks
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Top Indian IT stocks to watch amid H1B visa fee changes
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Better Home&Finance stock soars after Eric Jackson’s bullish call
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Nvidia announces strategic partnership with OpenAI, shares climb
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TD Cowen upgrades Paycom to Buy on growth, margin outlook
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Fed’s Miran calls for rate cuts, cites restrictive policy risks
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Wells Fargo upgrades Brinker on turnaround and valuation
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Toast stock falls after price cuts for small restaurant software packages
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U.S. to provide ’large and forceful’ support for Argentina, says Bessent
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Steven Madden upgraded on fashion rebound, Crocs cut on share concerns
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goeasy stock falls after short report alleges accounting manipulation
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Evercore ISI sees Humana on path to margin recovery
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Bernstein makes the case for a rebound in U.S. non-resi construction in 2026
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Fed’s Musalem backs rate cut as precaution, sees limited room for more
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Crown Castle upgraded at Wolfe on stable contracts, U.S. focus
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Morgan Stanley: Tariffs to hit new vehicle prices hardest, auto parts resilient
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Lennar turnaround delayed on land costs, margin pressure, Raymond James says
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WhatsApp, Threads could drive $25B ad revenue boost for Meta
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Goldman raises S&P 500 targets, expects earnings to remain key driver
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How to invest in Q4? UBS says buy stocks, gold and sell dollar
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Kenvue stock falls after report of Trump admin linking Tylenol to autism
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Morgan Stanley revisits semicap calls: AMAT, LAM lifted; KLAC downgraded
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Tariff easing is coming no earlier than Trump’s visit to China in early 2026
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Jefferies sees a downside risk for Apple amid softer iPhone average selling prices
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S&P 500 may climb past 7,100 if history repeats - RBC
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Evercore's Emanual explains why this AI bull market has 'a long way to go'
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ASML rises after Morgan Stanley upgrade on positive growth inflection
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Lockheed Martin secures $48.6 million in defense contract modifications
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Brighthouse Financial stock soars on acquisition talks with Aquarian
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MetLife nears fair value and rate cuts to add pressure
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Trump administration plans quantum computing strategy expansion, Cyberscoop says
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Trump and Xi hold productive call, agree to meet at APEC summit
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BMO bullish on US gas midstream stocks on power demand
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Natural gas storage leader Rockpoint files for Canadian IPO
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Fed's Miran sees no material inflation from tariffs

