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Thu Jan 15
Tech Voices: Huang on software sell-off, Su on AMD, Anthropic on ads
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Avery Dennison outlines 6% Q1 2026 EPS growth target as high-value category mix accelerates
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Yum China outlines over 1,900 new stores in 2026 as franchise mix rises to 40–50%
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Boeing wins record landing gear services deal with Singapore Airlines Group
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Fannie Mae, Freddie Mac shares extend rise after Bill Pulte comments
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Anthropic takes shot at OpenAI, says Claude will remain 'ad-free'
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SAS weighs major widebody jet order as it expands long-haul ambitions
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Artisan Partners outlines private real estate expansion with Grandview acquisition while AUM hits $180B
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Western Digital's Innovation Day has implications for Seagate, BNP Paribas says
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Performance Food Group signals $73B–$75B sales target by 2028 as CEO transition shapes M&A, margin strategies
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Former PayPal exec says company has 'lost its mojo' as stock continues slide
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Fortive targets $2.90–$3 EPS for 2026 while expanding share repurchases and accelerating organic growth
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NOV upgraded at Barclays as new CEO seeks portfolio reposition
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Prudential outlines $300M–$350M earnings impact for 2026 in response to Japan business suspension
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Cognizant outlines 2026 revenue growth target of 4% to 6.5% while expanding AI builder strategy
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Bunge forecasts $7.50-$8 adjusted EPS for 2026 as Viterra integration accelerates synergy gains
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Bitcoin volatility will persist as the crypto tests critical price levels – Citi’s Saunders
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Uber achieves 'high water marks' in ridesharing, AV advancement, but profitability weighs on shares
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Veradermics surges on public debut after upsized offering
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American Assets Trust targets 1.5% FFO growth in 2026 while advancing office leasing momentum
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CDW targets mid-single-digit EPS growth in 2026 as AI momentum builds across markets
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Devon Energy raised at Barclays as 'too cheap and too large to ignore' ahead of merger
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Market Voices: U.S. critical minerals deals, Tim Scott on Powell case
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Barclays, NatWest to submit rival bids for Evelyn Partners - report
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Fannie Mae, Freddie Mac shares climb after Bessent remarks on release
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Azenta outlines 3% to 5% organic revenue growth and 300bps margin expansion for 2026 amid macro uncertainty
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Powell Industries targets robust 2026 growth with $1.6B backlog and record new orders as data center and utility markets accelerate
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Omnicell upgraded at BofA on buying opportunity ahead of Q4 results
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Live Nation beefs up global portfolio with Italy's ForumNet purchase
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This is where opportunities lie in growing AI hardware capex – analyst
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Regional bank stocks climb, propelled by merger outlook as one analyst sees it
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Bottom SA rated semiconductor stocks
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Cigna PBM Express Scripts settles FTC insulin pricing case
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Unifi outlines $575M revenue breakeven target amid cost base reset and early demand recovery
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Pizza Hut to close some underperforming stores in the U.S. as part of a brand reset
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ClearBridge International Growth ADR Strategy exits Linde, adds Roche in Q4 2025
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KREF outlines $1.5B repayment target and aggressive asset resolutions while evaluating dividend strategy
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AbbVie forecasts 9.5% sales growth in 2026 amid blockbuster launches and pipeline momentum
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Hanover targets mid-single-digit premium growth and 88%-89% ex-CAT combined ratio for 2026 while advancing technology and margin discipline
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Aurora Cannabis drops as quarterly adjusted net income falls
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Voya signals further margin expansion and $150M buybacks in 2026 amid record cash generation
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Cencora outlines 11.5%-13.5% operating income growth for 2026 while integrating OneOncology
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Top SA analyst rated chip stocks
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Oakmark U.S. Large Value Strategy adds AER, AMRZ, CDW, exits BK, MGA in Q4
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RTX’s Raytheon lands seven-year Pentagon deal to ramp up missile production
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Apple call provides insight into non-AI memory market: Kuo
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YieldMax Short N100 Option Income Strategy ETF declares $0.0393 dividend
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YieldMax Bitcoin Option Income Strategy ETF declares $0.2381 dividend
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Strategy Q4 earnings preview: Number of diluted shares a key metric
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Reynolds Consumer Products outlines flat 2026 adjusted EBITDA outlook as competitive pressures intensify
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