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Markets

Alzheimer's Disease: When All Else Fails

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Wall Street steadies after Nvidia, Palantir and other AI stars trim their losses

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General Motors: Discounted Multiples Understate Long-Term Fundamentals

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Morning Bid: Tech wrecks the party

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KeyBanc Raises Dycom Industries (DY) Price Target to $295 on Telecom Growth

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AeroVironment (AVAV) Partners with Sierra Nevada for Air Defense System

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AeroVironment (AVAV) Expands Defense Capabilities With SNC Strategic Alliance

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Mizuho Increases Credo Technology (CRDO) Price Target on AI Deployments

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Draganfly (DPRO) Commander 3XL UAVs Secured by Leading Defense Contractor for Surveillance

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DA Davidson Reaffirms Sterling Infrastructure (STRL) Buy After Q2 Earnings Beat

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Archer Aviation (ACHR) Advances eVTOL Certification, Benchmark Sees Growth Ahead

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TD Cowen Reiterates Buy Rating on BridgeBio Pharma (BBIO) on Strong Attruby Sales

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Textron (TXT) Gains on Strong Business Jet Demand, UBS Upgrade

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iRhythm Technologies (IRTC) Surpasses Q2 Revenue Forecasts, Raises Outlook

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Evercore Highlights Amazon (AMZN) Grocery Strategy and Prime Stickiness

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Truist Cuts Hims & Hers Health, Inc. (HIMS) Price Target, Cites Mixed Revenue Outlook

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Honeywell’s (HON) Building Automation Drives Upgraded 2025 Revenue Projection

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Red Cat’s (RCAT) Teal Drones Secures Prestigious AS9100 Certification

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Joby Aviation (JOBY) Reports Wider Q2 Loss Than Expected

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ZenaTech (ZENA) Strengthens Drone Services with Largest Acquisition, Boosting DaaS Market Presence

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Mizuho Raises Bloom Energy (BE) Price Target on Manufacturing Capacity Expansion

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UBS Lifts NuScale Power (SMR) Price Target to $38 on Nuclear Policy Support

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BTIG Upgrades Kratos Defense (KTOS) to Buy on MUX TACAIR Program Win

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Wedbush Reaffirms Oklo (OKLO) Outperform Rating on AI-Driven Nuclear Energy Demand

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Suntory Expands Rimini Street (RMNI) Partnership for Wellness App Development

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Compass Therapeutics (CMPX) Rated ‘Outperform’ amid Clinical Pipeline Development

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Morgan Stanley Downgrades PT on NICE Ltd. Stock from $202 to $193, Maintains Overweight Rating

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ATyr Pharma Rated as Overweight at Cantor Fitzgerald on Efzofitimod Expectations

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Truist Financial Lowers PT on Atlassian from $275 to $230, Keeps Buy Rating

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Fossil Group (FOSL) Net Loss Narrows Despite Sales Decline

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Salesforce Signs Definitive Agreement to Acquire Waii, Plans to Integrate into Data Cloud

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Northern Dynasty Minerals (NAK) Files Petition to Overturn Pebble Mine Project ‘Veto’

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ServiceNow to Invest $1.5 Billion into Genesys Along With Salesforce

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FuboTV’s (FUBO) Molotov Lands Ligue 1+ Streaming Rights for 2025/2026

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Adobe Announces Multi-Year Partnership with the Premier League, Melius Analyst Sees Downside

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ATAI Life Sciences (ATAI) Rated as ‘Outperform’ at Oppenheimer on Psychedelic Prospects

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Stifel Nicolaus Reiterates Buy Rating on EPAM Systems, Keeps PT at $246

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TMC the metals company (TMC) Asserts Financial Strength Amid Wider Q2 Net Loss

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Accenture Partners with Qatar Airways to Revolutionize the Aviation Industry via AI Technologies

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Da Davidson Affirms ‘Buy’ Rating on Almonty Industries (ALM) Amid Strong Tungsten Demand

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TD Cowen Maintains Hold Rating on Okta Stock, Keeps PT at $115

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UBS Lifts Birkenstock (BIRK) PT to $77 Amid FQ3 Revenue, Global Growth

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Klaviyo Launches Conversational AI Agent to Meet Growing Consumer Demand for AI-Powered Shopping Assistance

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Flowco Holdings Completes First Acquisition, Buys $71M in Gas Lift, Vapor Recovery Systems from Archrock

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Raymond James Raises Infinity Natural Resources (INR) to $29 Amid Q2 Production Growth, Lower Operating Costs

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Metsera’s (MTSR) Amylin Agonist Data Leads to Price Target Increase

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CG Oncology’s Bladder Cancer Drug Shows Strong Clinical Data, Drives Optimism Despite Price Target Cut

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MBX Biosciences Submits IND for Once-Monthly Obesity Drug

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Upstream Bio Initiates Phase 2 Clinical Trial for COPD Drug, Verekitug

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Neumora Therapeutics Initiates Phase 1 Study for Schizophrenia Drug NMRA-861

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