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Seeking Alpha: News

NVent forecasts 32%-34% organic sales growth in 2026 as it targets more than $2B data center sales and opens Blaine 2 in H1 2027

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Paramount is pushing for a November trial on Warner Bros.; state AGs want April

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Amgen hit by cybersecurity incident, sensitive data stolen

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Eaton surges 7% after Q2 beat-and-raise above Wall Street expectations

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Corteva forecasts $4.1B-$4.3B operating EBITDA and targets October 1 separation date

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Pacific Gas and Electric sets pricing for up to $1.2B debt tender offers

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Warsh is considering reducing frequency of Fed policy meetings – report

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'We let you down': Leopold Aschenbrenner's mea culpa to fund investors after near-collapse

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Invesco Mortgage Capital outlines continued ATM issuance after raising $118M in Q2

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Universal Logistics Non-GAAP EPS of $0.16 beats by $0.03, revenue of $379.3M misses by $1.1M

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AbbVie forecasts 2026 adjusted EPS of $13.87-$14.07 as it expects ~$67.6B revenue and Q3 EPS of $3.84-$3.88

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Microsoft, Amazon among Nasdaq's weekly gainers after bumper earnings

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S&P 500 posts weekly gain as consumer discretionary shines

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Mohawk anticipates Q3 adjusted EPS of $2.50-$2.60 as it targets $60M cost reduction by end of 2027

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LyondellBasell targets $500M incremental cash flow by end of 2026 as Middle East disruption lifts Q2 EBITDA to $2.1B

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Eastman signals $125M-$150M cost reduction delivery while targeting methanolysis debottleneck to 130% capacity

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Revvity declares $0.07 dividend

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Taitron Components raises quarterly dividend by 14.3% to $0.04/share

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SA analyst: Big tech earnings reinforce bullish outlook for stocks

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Peoples Financial Services declares $0.625 dividend

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Donaldson declares $0.32 dividend

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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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