Morgan Stanley turns bearish on Ericsson, prefers Nokia
Morgan Stanley downgrades Ericsson, cuts price targets, warns on margins, and prefers Nokia. Shares fall over 3%.
23/09/2026 02:4115 min read
Earnings
Goldman Sachs and Deutsche Bank See No End to S&P 500 Rally
Goldman Sachs and Deutsche Bank reaffirm bullish outlook on S&P 500, dismissing earnings bubble fears and projecting continued growth.
22/09/2026 22:2610 min read
Costco earnings this week to gauge US consumer strength
Costco reports earnings Thursday, offering a real-time gauge of whether US consumers are weakening or becoming more value-conscious.
22/09/2026 07:118 min read
Goldman's 8,000 call rests on hyperscaler budgets, NVIDIA data shows
Goldman's 8,000 S&P 500 target hinges on AI-driven hyperscaler spending, as NVIDIA's results show high concentration. A pullback in capital budgets could hit…
21/09/2026 23:5220 min read
Jim Cramer Reaffirms $250 Palantir Target; Average Analyst Sees $202
Cramer reaffirms $250 Palantir target; average analyst target is $202, reflecting a more cautious Wall Street consensus.
17/09/2026 18:428 min read
Lennar earnings offer a window into US housing under 5% yield pressure
Lennar's Q3 earnings, due after the close on 16 September, may show how higher rates are hitting US housing and the broader economy.
16/09/2026 03:4414 min read
Earnings Season Stays Defensive as Broadcom Stumbles and Palo Alto Rebounds
Earnings reactions stay defensive; Dell and Palo Alto show strength, while Broadcom and Credo remain weak. Dispersion is key.
15/09/2026 12:5232 min read
AI's margin impact may be greatest in low-margin industries
AI's margin impact may be greatest for low-margin heavy asset industries, using Waste Connections as one example.
11/09/2026 13:449 min read
Dell's earnings gain holds despite pullback, contrasting with Credo's deepening losses
Dell held earnings gains while Credo's losses worsened, highlighting a split in stock reactions after reporting.
11/09/2026 11:2128 min read
Dan Ives: Software Stocks Flash Their Sharpest Buy Signal in Months
Dan Ives says software stocks got their clearest buy signal in months, citing Oracle's earnings as a turning point.
11/09/2026 01:418 min read
Adobe clears Q3 estimates; revenue outlook for Q4 disappoints
Adobe beat fiscal Q3 revenue and profit estimates, but its Q4 revenue guidance only matches the consensus figure at the top of the range.
10/09/2026 20:2113 min read
Assessing the foldable iPhone's impact on Apple's growth trajectory
Apple's iPhone Duo foldable at $1,999. Analysis of growth potential, cannibalization, and AI role.
10/09/2026 12:2117 min read
AI optimism lifts Meta as ServiceTitan and Navan slump
Meta shares rallied on its Muse AI agent; ServiceTitan and Navan declined on guidance and cost concerns. Cloudflare, American Eagle, Signet, and…
10/09/2026 10:0536 min read
Oracle earnings preview: AI spending, cloud growth and $638bn backlog in focus today
Oracle reports Q1 FY2027 results today; focus on cloud growth, $638bn backlog, and AI spending.
10/09/2026 09:0128 min read
Barclays lifts S&P 500 target to 7,950, sees 4% gain on tech strength
Barclays raised its S&P 500 year-end target to 7,950, citing AI demand and strong tech earnings.
10/09/2026 05:1111 min read