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Seeking Alpha: News

Union Pacific, Canadian National Railway boost rail connectivity; resolve Norfolk Southern merger dispute

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Asian markets mixed as AI tech rally offsets surging oil prices

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Intel, AMD ink long-term CPU deals with Chinese clients amid price surge: Reuters

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Musk: Micron gave Tesla 'significant' allocation of memory chips

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ServiceNow signals 2026 subscription revenue of $15.770B while targeting $1.5B AI ACV by end of 2026

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Raymond James expects Q4 asset management and related fees to rise about 11% as it rolls out Raimond AI

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BlackRock declares $5.73 dividend

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Northrim BanCorp to acquire PBCO Financial for $167M

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Air Canada ratifies new 4-year collective pact with IAMAW

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Thursday’s Economic Calendar

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QuantumScape outlines plan to double Eagle Line cell output in H2 2026 while lowering 2026 CapEx guidance to $27M-$37M

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Knight-Swift projects Q3 2026 adjusted EPS of $0.71 to $0.77 as pricing gains accelerate and brokerage insurance costs reset

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SLM Corporation PFD SER B declares $1.439 dividend

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Oak Valley Bancorp declares $0.375 dividend

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Liberty Energy declares $0.09 dividend

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Crown Castle signals $2.1B AFFO midpoint through H1 2027 as it raises 2026 AFFO guidance after tower-only shift

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Alphabet signals $195B-$205B 2026 CapEx while expanding third-party capacity as a bridge

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Las Vegas Sands targets $700M quarterly Macau EBITDA while Marina Bay Sands expansion remains on track for early 2031

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Europe seen failing to reach 80% gas storage target by winter, Equinor CEO says

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Pathward outlines fiscal 2027 EPS of $9.50-$10.00 while updating fiscal 2026 range to $7.80-$8.20 after $34M commercial finance provision

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Tesla outlines 2026 CapEx of more than $25B while pursuing up to $30B in debt capacity

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Cathay General projects 3.5%-4.5% loan growth while revising 2026 deposit growth to 3%-4%

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RGP expects Q1 FY2027 revenue of $97M-$102M as it targets consulting utilization above 75%-80%

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NVE signals leadership transition as revenue rises 81% on new product sales and semiconductor demand

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Black Sea risks lift U.S. wheat futures above $7 per bushel for first time since 2023

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SEI outlines $100M annual run rate revenue target in 5 years as private markets expand into retail and retirement

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Century Communities raises 2026 delivery outlook to 9,750-10,500 homes as it targets low to mid-single-digit community growth

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Crude oil adds to gains after Houthis attack two Saudi tankers in the Red Sea

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Texas Instruments forecasts Q3 revenue of $5.65B-$6.15B as it starts customer-by-customer price increases

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Kinder Morgan targets full-year adjusted EPS at least 12% above budget while projecting additional 2026 FIDs

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Iberdrola's Scottish Power plans £1.5B upgrade to largest U.K. onshore wind farm

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U.S. signs landmark nuclear cooperation pact with Saudi Arabia

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China is said to seek new Boeing order terms, raising doubts on Trump-Xi deal

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Leslie's sinks on the report it's considering Chapter 11 bankruptcy

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BankUnited signals 5%-6% 2026 net interest income growth while lifting NIDDA outlook to 12%-13%

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Here are the major earnings before the open Thursday

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Packaging Non-GAAP EPS of $2.35 beats by $0.04, revenue of $2.49B misses by $10M

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Elon Musk talks up Tesla's upside with Optimus, Megapods, and robotaxis

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Popular Q2 2026 Earnings Preview

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FirstCash Q2 2026 Earnings Preview

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Valley National Bancorp Q2 2026 Earnings Preview

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Allegion Q2 2026 Earnings Preview

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Hedge fund titan Paulson says gold in early stages of long-term bull market

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KB Financial Q2 2026 Earnings Preview

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Bread Financial Holdings Q2 2026 Earnings Preview

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Honeywell Aerospace expands AI autonomy partnership, touts European defense growth

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Blackstone Q2 2026 Earnings Preview

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Pfizer gains priority review for Talzenna/Xtandi combo in prostate cancer

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Pizza Pizza Royalty declares $0.0675 dividend

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Sallie Mae declares $0.13 dividend

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