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Adobe's outgoing CEO makes CEO big bet on the future
TheStreet71d agoneutral
Adobe's outgoing CEO makes CEO big bet on the future

Wall Street routinely punishes companies for doing exactly what they are supposed to do: build for the long term. Adobe just learned that lesson the hard way, watching its shares slide even as it broke financial records. Adobe (ADBE) posted record revenue of $6.62 billion in its second fiscal ...

Treasury Yields, Dollar Decline as U.S.-Iran Deal Materializes
Barrons.com71d agoneutral
Treasury Yields, Dollar Decline as U.S.-Iran Deal Materializes

Treasury yields and the dollar slip as President Trump and Iran agree to sign a peace deal later this week while markets brace for the first Fed meeting under Chairman Warsh. The U.S.-Iran pact is expected to restore normal oil trade through the Strait of Hormuz.

United Airlines Stock on Track For Record Close
The Wall Street Journal71d agoneutral
United Airlines Stock on Track For Record Close

United Airlines shares are on track for a record close Monday with the market rallying on the prospects for a deal to end the Iran War. United gained 5% in morning trading to around $122. The current high-water mark for United is $117.53, which was the Jan. 6 closing price.

Target taps designer Isaac Mizrahi for new role as creative director at large
Associated Press71d agoneutral
Target taps designer Isaac Mizrahi for new role as creative director at large

Target is tapping designer and TV personality Isaac Mizrahi for a newly created role as creative director at large as the discounter aims to reclaim its reputation for stylish clothing on a budget. In Mizrahi's new role, the fashion designer, who is known for its vibrant colors and who burst on the design scene in the late 1980s, will mentor Target designers, advise on product design and innovation and bring on fresh new partnerships, the company said Monday.

Buy, Hold, or Sell: Dropping 39% From Its All-Time High Under a Hawkish New Fed, Is Netflix an Absolute Buy at $81?
24/7 Wall St.71d agoneutral
Buy, Hold, or Sell: Dropping 39% From Its All-Time High Under a Hawkish New Fed, Is Netflix an Absolute Buy at $81?

At $81.27, Netflix (NASDAQ:NFLX) screens as compelling for investors researching quality growth at compressed multiples. A 39% drawdown from the all-time high has compressed one of the highest-quality compounders in media to a forward multiple that finally looks reasonable, just as the advertising business approaches scale. Netflix runs the world’s largest paid streaming service with ... Buy, Hold, or Sell: Dropping 39% From Its All-Time High Under a Hawkish New Fed, Is Netflix an Absolute Buy a

A Dramatic Shift in Fed Policy Just Unlocked a New Era for Bristol Myers Squibb
24/7 Wall St.71d agoneutral
A Dramatic Shift in Fed Policy Just Unlocked a New Era for Bristol Myers Squibb

With the 10-Year Treasury yielding 4.48% and the Fed signaling more cuts ahead, income investors are hunting for yield that compounds. Bristol Myers Squibb (NYSE:BMY) offers a 4.39% yield backed by 94 consecutive years of dividend payments. The pharma giant is rebuilding around a Growth Portfolio (Eliquis, Camzyos, Breyanzi) while legacy drugs face generic erosion. ... A Dramatic Shift in Fed Policy Just Unlocked a New Era for Bristol Myers Squibb

Why Retail Investors Are Piling Into the SpaceX IPO Despite a Historic $2.1 Trillion Valuation
24/7 Wall St.71d agoneutral
Why Retail Investors Are Piling Into the SpaceX IPO Despite a Historic $2.1 Trillion Valuation

A CNBC segment that ran last week opened with a sentence you do not normally hear from a buyer. “It’s stupid. It’s unreasonable… The valuation is really, really aggressive, in my opinion,” said Marvin Jung, a regional director of operations in veterinary care. Then he told CNBC he had requested roughly 1,000 shares of SpaceX ... Why Retail Investors Are Piling Into the SpaceX IPO Despite a Historic $2.1 Trillion Valuation

Buy, Hold, or Sell: Lam Research Rocketed 21% Off Its June Lows as a New Fed Begins. Is LRCX Worthwhile at $366?
24/7 Wall St.71d agoneutral
Buy, Hold, or Sell: Lam Research Rocketed 21% Off Its June Lows as a New Fed Begins. Is LRCX Worthwhile at $366?

At $366.81, Lam Research (NASDAQ:LRCX) trades in a zone where valuation and momentum are in tension. The stock has rocketed 20.95% in the past week as softer rates and a fresh Fed posture reset risk appetite across semicap. Lam designs deposition and etch tools for leading-edge logic, high-bandwidth memory, and 3D NAND. Q3 FY26 revenue ... Buy, Hold, or Sell: Lam Research Rocketed 21% Off Its June Lows as a New Fed Begins. Is LRCX Worthwhile at $366?

Investing.com71d agoneutral
Wolfe Research sees substantial upside to AMD estimates

Investing.com -- On Monday, analysts at Wolfe Research described management's tone on a pre-quiet period call with AMD as constructive, saying there is "substantial room for upside to consensus for both CY26 and 27" driven by incremental CPU strength and the potential for additional gigawatt-scale MI450 customers.

Roku-Fox Deal; Airlines Move Higher | Stock Movers
Bloomberg71d agoneutralVIDEO
Roku-Fox Deal; Airlines Move Higher | Stock Movers

On this episode of Stock Movers with Alexis Christoforous: - Roku (ROKU) is higher while Fox (FOX) is declining on news Fox agreed to acquire Roku in a deal that values the streaming video platform at about $22 billion including debt. - United Airlines (UAL) is surging with airlines stocks up around 4% ahead of the open after the U.S. and Iran reached an interim peace deal. - Coinbase (COIN) and Robinhood (HOOD) are following Bitcoin higher amid broader risk appetite with the US-Iran interim deal.

SpaceX Raised $85.7 Billion After Underwriter ‘Green-Shoe Option’
The Wall Street Journal71d agoneutral
SpaceX Raised $85.7 Billion After Underwriter ‘Green-Shoe Option’

SpaceX raised $85.7 billion in its IPO, the company said in a press release Monday. That’s up from the $75 billion that SpaceX initially sold in its public offering on Friday. The additional proceeds come from underwriters exercising their so-called “green-shoe option,” an overallotment of 83.

Comtech Telecommunications Q3 Earnings Call Highlights
MarketBeat71d agoneutral
Comtech Telecommunications Q3 Earnings Call Highlights

Comtech Telecommunications (NASDAQ:CMTL) said its fiscal third-quarter results reflected continued progress in its turnaround plan, as the company announced an agreement to sell most of its Satellite and Space Communications business to Gilat for $157.5 million and refocus around its public safety t

PowerFleet Q4 Earnings Call Highlights
MarketBeat71d agoneutral
PowerFleet Q4 Earnings Call Highlights

PowerFleet (NASDAQ:AIOT) said fiscal 2026 marked a major step in its post-combination strategy, with management pointing to stronger recurring revenue growth, higher profitability, improved cash flow and a reduced leverage profile during the company’s fourth-quarter and full-year earnings call. Chi