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24,563 signal articles · 196 in last 24h · 117,025 total before filter · latest 56m ago
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Molina plans additional ACA cuts in 2027
Healthcare Dive25d agobearish
Molina plans additional ACA cuts in 2027

Molina’s second quarter was complicated, with stability in Medicaid and outperformance in Medicare Advantage overshadowed by problems in the ACA exchanges. The trend was “unfortunate,” according to the insurer’s CEO.

Bloomberg25d agobearish
Infosys Cuts Revenue Forecast as IT Service Demand Remains Muted

(Bloomberg) -- Infosys Ltd. cut the upper end of its sales growth outlook as global clients slow down technology spending at a time of elevated interest rates and geopolitical conflicts.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyAlphabet’s $205 Billion Spending Target Fuels

1 Russell 2000 Stock for Long-Term Investors and 2 We Ignore
StockStory26d agobearish
1 Russell 2000 Stock for Long-Term Investors and 2 We Ignore

Small-cap stocks in the Russell 2000 (^RUT) can be a goldmine for investors looking beyond the usual large-cap names. But with less stability and fewer resources than their bigger counterparts, these companies face steeper challenges in scaling their businesses.

Is Workday (WDAY) A Bargain After Downgrades Put Its AI Growth Story Under Scrutiny?
Simply Wall St.26d agobearish
Is Workday (WDAY) A Bargain After Downgrades Put Its AI Growth Story Under Scrutiny?

Morgan Stanley’s new “Moat & Journey” framework and Underweight rating on Workday (WDAY), along with a CLSA Underperform initiation, have put the company’s AI ambitions and growth outlook under closer investor scrutiny. See our latest analysis for Workday. Workday’s latest Underweight and Underperform calls arrive after a sharp 1-day share price decline of 6.2%, set against a 30-day share price return of 17.14% but a year-to-date share price return down 35.65%. This points to near term...

Stock Futures Fall as Oil Prices Spark Renewed Inflation Fears
Barrons.com26d agobearish
Stock Futures Fall as Oil Prices Spark Renewed Inflation Fears

Stock futures were falling ahead of the open Thursday as investors assessed rising inflationary risks from the conflict with Iran, and a flurry of earnings reports. S&P 500 futures lost 0.5% with contracts tracking the tech-heavy Nasdaq down 0.6%. Inflation is on focus again amid renewed U.S. strikes against Iran and diminishing signs of progress in peace talks.

Lockheed Martin (LMT) Unveils PAC 3 ACE Interceptor For Allied Missile Defense
Simply Wall St.26d agobearish
Lockheed Martin (LMT) Unveils PAC 3 ACE Interceptor For Allied Missile Defense

Lockheed Martin (NYSE:LMT) introduced the PAC-3 ACE interceptor, a next-generation missile defense solution positioned for rapid production and allied use. The system is described as a cost-effective option aimed at meeting record global demand for air and missile defense capabilities. The announcement expands Lockheed Martin’s missile defense portfolio at a time when many governments are prioritizing scalable defense systems. For investors tracking Lockheed Martin, the PAC-3 ACE...

Intuit (INTU) Faces Class Action Over TurboTax Growth Claims And Job Cuts
Simply Wall St.26d agobearish
Intuit (INTU) Faces Class Action Over TurboTax Growth Claims And Job Cuts

A class action lawsuit has been filed against Intuit alleging materially false or misleading statements about its business and growth. The complaint focuses on Intuit's TurboTax segment, including claimed overstatements of tax season performance and business prospects. The suit comes alongside workforce reductions and restructuring moves that have raised questions about the health of the core tax business. For investors watching Intuit, ticker NasdaqGS:INTU, the lawsuit lands at a time when...

Bloomberg26d agobearish
STMicro Plunges as Weak Forecast Eclipses Fourth-Quarter Outlook

(Bloomberg) -- STMicroelectronics NV plunged the most in a year after the chipmaker forecast third-quarter sales that missed analysts’ expectations, dimming hopes for a stronger recovery on the back of artificial intelligence data center demand. Most Read from BloombergHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueRetina Chip Designed to Restore Sight to Go on Sale in EuropeApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US

Has Fiserv (FISV) Fallen Below Fair Value After a 65% Slide?
Simply Wall St.26d agobearish
Has Fiserv (FISV) Fallen Below Fair Value After a 65% Slide?

Fiserv stock has fallen 64.9% over the past year, yet the broader valuation checks still lean cheap, which puts the recent price at odds with what many of the numbers suggest about value. Over the last 12 months, Fiserv has declined 64.9%, a drop that often prompts investors to ask whether sentiment has swung too far relative to fundamentals. The new role as exclusive embedded financial services and payments provider for Datavault AI can support expectations around future payment volumes...