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Seeking Alpha: News

3 things to look out for on Monday

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Amazon sued in U.S. over alleged misleading seafood sustainability marketing

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Quanta Services raised to Buy at Guggenheim after powerful Q2 beat-and-raise

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Camden forecasts $1.69 core FFO per share midpoint for Q3 2026 while reaffirming $6.75 for 2026

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Neocloud Nscale meeting with investors ahead of potential IPO - report

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Cousins targets $2.95 2026 FFO midpoint as occupancy aims for 90% by year-end

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First Business targets 10% loan and deposit growth while maintaining 3.60%-3.65% net interest margin after exiting national SBA 7(a)

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Mtx anticipates Q3 sales of approximately $550M with EPS of $1.55-$1.60 as price/cost catch-up shifts to Q4

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Nike plans signature shoe line with NBA's Victor Wembanyama

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Buenaventura targets $350M-$380M in 2026 Cerro Verde dividends as San Gabriel aims for 70% recovery by year-end

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SA analyst upgrades/downgrades: AAPL, CVNA, BMY, ORCL

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Integer gains on report KKR in talks to buy for $127 a share

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American Homes 4 Rent outlines $1.95 core FFO per share midpoint for 2026 as dispositions track toward upper half of $400M-$600M range

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Franklin Templeton projects about $40B in private markets fundraising for fiscal 2026 while targeting ~30% margin in Q4

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MasTec forecasts $18.2B revenue and $9.30 EPS for 2026 while reducing Communications outlook

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Forum Energy forecasts 2026 revenue of $870M-$910M and EBITDA of $115M-$125M as Beat the Market accelerates

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Aptar projects Q3 adjusted EPS of $1.45-$1.53 as CEO transition set for September 1

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Catalyst Watch: Jobs report, SpaceX's first report, AMD, and SK Hynix ratings

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Edsion falls 5% after warning that California legislature may not act by August 31 deadline

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Amazon completes OpenAI investment with additional $35B tranche

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TLT trades below $82 for first time since 2004 as bond rout deepens

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Gates signals 23.5%+ adjusted EBITDA margin in H2 2026 as it raises full-year EPS to $1.62-$1.70

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Strategy CEO lays out $99-$100 STRC goal; stock drops—here's what's changing

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Commerce Bancshares declares $0.275 dividend

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Entergy declares $0.64 dividend

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U.S. companies recording insider purchases is lowest in 21 years

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Gildan Activewear incorporates 'durable' tariff tailwind into FY26 profit outlook

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Arbor Realty targets resolving $200M-$300M delinquencies in H2 2026 as it guides $0.15-$0.17 distributable EPS near term

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Federal Realty raises 2026 core FFO guidance to $7.48-$7.56 as it targets year-end occupancy in the mid- to upper 94% range

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CNO raises 2026 operating EPS guidance to $4.60-$4.80 while narrowing expense ratio outlook to 18.8%-19.0%

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If the US10Y moves above 5%, the AI bubble will burst – Ruchir Sharma

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Monte Rosa, BioAge plunge as Novo’s setback casts a shadow over pipeline

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Healthcare Realty outlines $1.64 normalized FFO per share midpoint for 2026 as same-store cash NOI outlook rises to 4.25%-5%

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KKR unit mulls at least $250M investment in partly Blue Owl-managed insurer - report

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WisdomTree outlines ~15 ETF launches over next 18 months as it guides 152M-155M diluted shares for H2

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Warner Bros. gains on report Newsom concerned about AG suit over Paramount deal

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Sony's Spider-Man: Brand New Day tracks toward a huge box office weekend

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Oil Leads & Gold Lags: Commodities deliver one of the strongest years in a decade

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PGE targets 4.8% 2027 rate case increase while reaffirming $3.33-$3.53 EPS guidance

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Standex outlines Standex Grid capacity plan with $340M-$440M sales target by fiscal 2030 while targeting mid- to high single-digit fiscal 2027 sales growth

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Imperial outlines plan to repurchase all remaining NCIB shares by year-end as downstream throughput guidance is cut ~6%

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RBC Bearings forecasts Q2 FY2027 revenue of $505M-$515M while targeting term loan payoff by November 2026

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DiamondRock raises 2026 outlook to 2.5%-4% RevPAR growth and $1.18-$1.23 adjusted FFO per share as it increases dividend 22%

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Strong case for adding restraint in current policy, taking back some of 2025's rate cuts: FOMC's Barkin

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Alliant Energy signals 7% plus EPS CAGR through 2029 while targeting 60% demand growth by 2031

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Carter’s forecasts Q3 net sales of about $750M while narrowing full-year growth to 2%–3%

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Enbridge delays plans for Mainline oil pipeline expansion, citing lack of commitments

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T-Mobile, Deutsche Telekom deal talks stall - Semafor

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Tariffs are splitting consumer stocks into winners and losers. Here's how to tell the difference

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Balchem outlines $650M credit facility through 2031 while forecasting 22.5%-23% 2026 tax rate

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