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Seeking Alpha: News

Waymo explores ending Uber ties as robotaxi rivalry grows

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Comfort Systems targets mid- to high 30% 2026 same-store growth while expanding modular capacity to ~5M sq ft by late summer 2027

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SpaceX in focus as Morgan Stanley ponders 'zero' AI value; Musk previews new models

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First Hawaiian outlines 3%-4% loan growth and 3.24%-3.25% NIM outlook while advancing TriCo deal

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HCA projects $77B-$79.5B 2026 revenue amid (-$1B)-(-$1.2B) exchange headwind

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Outlook gains approval for ophthalmic bevacizumab for wet AMD

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Roku lifts prices for streaming devices, citing memory chip shortage

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Rexford outlines $1.5B-$2B 2026 dispositions with plan to cut leverage to 3.5x and authorize $1B buyback

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Sensient anticipates mid-to-high teens 2026 adjusted EBITDA and EPS growth while targeting $1B natural color sales

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Catalyst Watch: Tech majors report, FOMC, Jersey Mike's IPO and more oil anxiety

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Dover upgraded at BMO as post-earnings drop looks overdone

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Eastern Bankshares anticipates 2026 net interest income of $1.005B to $1.020B amid deposit competition

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Hartford outlines $4.2B buyback plan and targets $475M quarterly repurchases through 2026

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USCB outlines near-term 3.40%-3.50% NIM range while reiterating high single-digit to low double-digit loan growth

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Airlines, cruise stocks gain as oil prices ease amid hopes for Pakistan-brokered peace talks

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Trump vows 'substantial tariff' on EU in retaliation for Google fine

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Chevron ignored a classic bearish call: Here's why stock is rallying

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AmEx forecasts 10% 2026 revenue growth while reinvesting outperformance and holding EPS at $17.30-$17.90

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Primis outlines $7m pretax core conversion lift for 2027, with $0.22 per share impact

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Byline signals $100M-$102M Q3 2026 net interest income amid higher-for-longer rates

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Alpine Income Property Trust signals 2026 AFFO of $2.12-$2.15 while raising quarterly dividend to $0.32

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Orchid Island Capital signals leverage management as book value was down 4.3% as of last night

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Amerant outlines path to $9.1B deposits and $7.3B loans by Q4 2026 while targeting ~1% ROA by year-end

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Anthropic launches Opus 5, closer and cheaper to frontier AI model Fable 5

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World Acceptance climbs 9% after earnings beat

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Credit card delinquencies up modestly, charge-offs drop - June Credit Pulse

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GrafTech outlines 5%-10% 2026 sales volume growth while advancing >15% higher price commitments

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Safety Insurance soars 41% on $1.54B Mapfre buyout deal

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Glacier Bancorp signals tax-equivalent NIM north of 4% by Q4 2026 while keeping quarterly expense guide at $187M-$192M

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Eli Lilly and Sanofi-backed Scribe surges in public debut

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Albertsons not moving fast enough to lower prices and lure shoppers from Walmart, Aldi — BMO

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Gentex forecasts 2027 revenue of $2.8B-$2.9B while raising 2026 gross margin guidance to 34.5%-35.5%

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Avidbank targets low double-digit loan and deposit growth while seeing NIM potentially moving to 4.20%

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SouthState signals stable 3.75%-3.80% NIM through 2027 while targeting mid- to high single-digit loan growth

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RingCentral jumps 25% on Q2 beat, higher outlook

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SLB soars 10% on strong activity outside Middle East war disruptions

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Tobacco's smoke-free pivot: Who holds the regulatory edge?

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MarineMax jumps on report Blackstone, Donerail among final bidders

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Intel signs deal with Lens Tech for advanced semiconductor packaging

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Warsh should hike interest rates ‘when he can, not when he must’ – Renaissance Macro’s Neil Dutta

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Lamb Weston forecasts $2.95 to $3.25 adjusted EPS in fiscal 2027 amid flat to 1% net sales outlook

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NextEra outlines 8 GW Florida large load by 2032 while targeting 8%+ adjusted EPS growth through 2032

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Lisata Therapeutics plunges after sale to Kuva Labs terminated

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Hims & Hers down as FDA advisors snub first peptide

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Baker Hughes Q2 2026 Earnings Preview

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AstraZeneca PLC Q2 2026 Earnings Preview

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Flexible Finance applies for Utah-chartered industrial bank

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Progressive raised to Equalweight at Morgan Stanley on steady quarterly trends

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Trump's tariff plan eases retailers' worst-case fears

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Noble Q2 2026 Earnings Preview

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