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Seeking Alpha: News

Tech Voices: Huang on AI CapEx, Goldman-Anthropic, China CPU delays

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Veeco approves merger with Axcelis

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Regency outlines 3.25%-3.75% same-property NOI growth target while advancing $1B development pipeline

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U.S. drilling rig count keeps climbing in Baker Hughes survey

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The Coca-Cola Company climbs for the seventh straight session

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PepsiCo extends rally for a seventh straight session

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Plains All American outlines $2.75B EBITDA guidance for 2026 as company executes NGL divestiture, streamlining, and Cactus III integration

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Dow smashes 50,000 and here’s how all 30 stocks rank according to SA Quant Ratings

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Roivant signals multiple pivotal trial readouts and accelerates brepocitinib Phase III launch in 2026

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MarketAxess outlines 8%-9% revenue growth target through 2028 as block trading surges

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AptarGroup outlines 2026 margin improvement and targets 7%–11% long-term pharma core sales growth amid emergency medicine headwinds

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Williams weighs buying gas-producing assets to enhance AI energy supply to hyperscalers - Reuters

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GSK shares uptick for seven consecutive sessions

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Novartis breaks ground on new R&D center in San Diego

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Dow tops 50,000 for the first time as the blue-chip rally accelerates

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Apple plans to update CarPlay to work with third-party AI chatbots: report

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U.S. consumer credit jumps more than expected in December

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Catalyst Watch: Crypto swings, FedEx investor event, and Super Bowl bets

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Tapestry sets record high as Coach delivers --- but can it last?

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Cboe targets mid- to high single-digit Data Vantage growth and launches event prediction markets amid leadership changes

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Under Armour outlines $110M operating income target for FY26 as turnaround gains traction

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Unum projects 8%–12% EPS growth for 2026 as it redefines core metrics and focuses on digital-driven premium expansion

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Linde downgraded at J.P. Morgan on flat organic growth, weak pricing

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Envista outlines 2026 guidance with 2%–4% core growth and $1.35–$1.45 adjusted EPS targets amid strong operational momentum

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Biogen outlines $15.25-$16.25 EPS guidance for 2026 while advancing growth products and pipeline

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Ameren raises quarterly dividend by 5.6% to $0.75/share

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SpyGlass Pharma surges on public debut; AgomAb falls

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Flowserve targets 13% EPS growth for 2026 as nuclear and power end markets accelerate

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Molina outlines $42B premium revenue target for 2026 as company signals Medicaid margin trough and strategic MAPD exit

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GE Aerospace raises quarterly dividend by 30.6% to $0.47/share

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Commerce Bancshares declares $0.275 dividend

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Goldman Sachs teams up with AI start-up Anthropic to automate job roles - report

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Stocks see rotation out of momentum AI into spaces that benefit from broader AI integration – analyst

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Graham projects $233M–$239M revenue for fiscal 2026 as FlackTek acquisition expands technology platform

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Nasdaq jumps 2% as Wall Street rebounds from Thursday's slide

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Philip Morris targets 5–7% organic net revenue growth for 2026 while expanding smoke-free leadership

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CNO Financial projects 8% EPS growth for 2026 with focus on Medicare Supplement momentum

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Once Upon a Farm rallies more than 20% in public debut

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Waymo using Genie 3 to create hard-to-predict driving scenarios

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Exact Sciences ticks higher amid reports HSR for Abbott deal expired

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Homebuilder stocks slide on report Trump administration weighs antitrust action

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Ventas outlines 13–17% SHOP NOI growth target for 2026 while expanding senior housing investments

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AMZN’s free cash flow will go negative, GOOGL will not – analyst

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Nvidia's Huang says tech is in a 'generational' buildout with AI; weighs in on China, OpenAI

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Centene expects over 40% EPS growth in 2026 while targeting margin recovery and Medicaid stability

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RGA reiterates 8%-10% EPS growth target and signals exit from group health care business amid strong Q4 results

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GrafTech targets 5%–10% sales volume growth in 2026 while expanding U.S. market share

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JPMorgan Chase raised to Hold at HSBC after Q4 results

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OpenAI works with G42 to build ChatGPT model for UAE's government: report

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Vistra raised to Buy at Goldman on higher estimates, upside to consensus after Meta PPA

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