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A Dramatic Shift in Fed Policy Just Unlocked a New Era for Bristol Myers Squibb
24/7 Wall St.73d 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.73d 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.73d 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.com73d 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
Bloomberg73d 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 Journal73d 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.

Oil plunges, stocks jump on US-Iran peace deal
AFP73d agobearish
Oil plunges, stocks jump on US-Iran peace deal

Oil prices dropped towards $80 a barrel and stocks rallied on Monday after Washington and Iran reached a deal to end the Middle East war and reopen the Strait of Hormuz, sending a wave of relief through global markets.The strait, through which roughly 20 percent of the world's crude oil supply normally transits, was effectively closed by Tehran after the US and Israeli strikes on Iran in late February, sending energy prices soaring.

Comtech Telecommunications Q3 Earnings Call Highlights
MarketBeat73d 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
MarketBeat73d 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

SpaceX stock gains: What its IPO signals about its future success
Yahoo Finance Video73d agoneutralVIDEO
SpaceX stock gains: What its IPO signals about its future success

SpaceX stock (SPCX) continues rising in Monday's pre-market trading (maintaining gains at the session open at the time of this video's posting) ahead of the space company's first full day of trading since its historic IPO last Friday. Morning Brief Host Julie Hyman and Barron's Investor Circle Newsletter editor Josh Schafer examine SpaceX's performance thus far and what it may signal about the success of the company in its future lifetime.

Wall St gains as markets welcome Iran deal
Reuters73d agoneutral
Wall St gains as markets welcome Iran deal

June 15 (Reuters) - Wall Street's main indexes opened higher on Monday after Washington and Tehran reached a preliminary agreement to end the Middle East conflict and reopen the Strait of Hormuz,