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Boeing won a $562 million Navy drone contract and Lockheed Martin secured over $1.3 billion in awards, yet both stocks saw little market reaction due to differing valuation concerns.
Eli Lilly leads Novo Nordisk in GLP-1 market share and analyst sentiment, while Novo pins hopes on its CagriSema catalyst and pipeline to offset patent-cliff pressure and lawsuits.
Elixirr International (LON:ELIX) reported record first-half results for 2026, with revenue rising 25% and adjusted EBITDA increasing 29%, as the consulting firm cited growing demand for artificial intelligence services, deeper client relationships and contributions from recent acquisitions.
Co-Foun
Deutsche Bank Aktiengesellschaft (NYSE:DB) CFO Raja Akram said the lender has started its 2028 strategy cycle strongly, citing a record first half, return on tangible equity close to 12%, continued asset gathering in wealth management and improved momentum in its Corporate Bank.
Akram said Germany’
Corning, Cisco Systems, and Texas Instruments are repositioning around AI infrastructure needs, showing earnings growth, steady margins, dividends, and Moderate Buy analyst ratings with notable upside targets.
Tech stocks broke out this week as the QQQ neared record highs. Microsoft, Atlassian, and Hewlett Packard Enterprise show supportive fundamentals and technical setups that could extend gains if the sector's momentum holds.
General Mills (NYSE:GIS) said its fiscal 2027 first-quarter results came in ahead of its expectations as improved retail trends and early cost-savings progress helped offset continued input-cost pressure. The company reaffirmed its full-year outlook, while emphasizing innovation, supply-chain transf
Teva Pharmaceutical Industries (NYSE:TEVA) is planning for greater financial flexibility after receiving investment-grade ratings from all three major credit rating agencies, President and CEO Richard Francis said at the BofA Global Healthcare Conference.
Francis said the company achieved the miles
SThree (LON:STEM) said its third-quarter performance improved sequentially as contract new-business activity increased, productivity rose and recovery signals broadened across more markets. The STEM-focused recruitment company raised its full-year profit-before-tax expectation to at least £12 millio
AutoZone's earnings showed sustained comps growth, margin gains, and buybacks, with analysts holding a Moderate Buy rating and price targets suggesting more than 30% upside.
Agilent Technologies (NYSE:A) executives outlined continued growth momentum, driven by improving end markets, market-share gains, instrument replacement cycles and operational changes under the company’s Ignite transformation program, during a J.P. Morgan conference discussion.
Chief Executive Offi
GSK (NYSE:GSK) Chief Financial Officer Julie Brown outlined the company’s growth strategy, launch priorities and cost-savings plans during a discussion with Bank of America analyst Sachin Jain following the company’s recent capital markets day.
Brown said GSK’s strategic portfolio review identified
Ceres Power (LON:CWR) said it remains confident of signing a new manufacturing licensee this year as it seeks to capitalize on growing demand for on-site power generation, while reporting progress toward its contracted revenue target and continued cost reductions.
Chief Executive Officer Phil Caldw
Renishaw (LON:RSW) reported higher revenue, profit and margins for fiscal 2026, supported by strong demand for position encoders used in semiconductor equipment and by growth in additive manufacturing.
Revenue rose 14% to £816 million, or 17% at constant exchange rates, while adjusted operating pro
General Motors (NYSE:GM) Chief Financial Officer Paul Jacobson said the automaker remains on track to finish 2026 near the higher end of its full-year guidance after raising its outlook twice this year, citing continued consumer resilience, disciplined inventory management and a broad vehicle portfo
ATI (NYSE:ATI) has transformed its portfolio toward aerospace and defense markets, with those end markets now representing about 70% of total revenue, President and CEO Kim Fields said during a Morgan Stanley aerospace and defense conference panel.
Fields said the company’s shift began in 2019, whe
UBS Group (NYSE:UBS) Chief Executive Officer Sergio Ermotti said proposed Swiss capital rules could impose substantial costs on the bank and create a competitive disadvantage, while also outlining continued progress on the integration of Credit Suisse and growth plans across wealth management.
Spea
UiPath (NYSE:PATH) used its investor day to outline a strategy centered on business orchestration and automation, arguing that enterprises will need governed systems to deploy artificial intelligence across complex business processes.
Founder and CEO Daniel Dines said the company has grown revenue
Barclays (NYSE:BCS) CFO Anna Cross said the bank continues to see resilient conditions among U.K. consumers and businesses, supporting loan growth across retail and corporate banking, while the company invests in technology, expands its U.S. consumer offering and works to reduce its structural cost
Neurocrine Biosciences (NASDAQ:NBIX) outlined its commercial growth priorities, pricing considerations and pipeline plans during a Morgan Stanley discussion, with CEO Kyle Gano emphasizing the company’s efforts to diversify beyond its largest product, INGREZZA.
Gano said China has become both a com
Ocular Therapeutix (NASDAQ:OCUL) said it remains on track to submit a U.S. marketing application for AXPAXLI in the fourth quarter of this year, following what Chief Executive Officer Pravin Dugel described as alignment with the Food and Drug Administration on the company’s planned submission packag
Bank Of Montreal (NYSE:BMO) Chief Financial Officer Rahul Nalgirkar said the bank is seeing stronger client activity and loan demand despite uncertainty surrounding Canada-U.S. trade negotiations, while maintaining its focus on improving returns through core operating performance.
Speaking at an in
Qualcomm (NASDAQ:QCOM) used its Snapdragon Summit 2026 keynote to outline its strategy for “agentic” artificial intelligence, positioning smartphones and other connected devices as personal AI endpoints that can understand context, coordinate tasks and act on users’ behalf.
President and CEO Cristi
Anheuser-Busch InBev SA/NV (NYSE:BUD) used its 2026 Capital Markets Day in St. Louis to outline the next phase of its 10-year strategy, emphasizing organic growth, portfolio expansion, digital platforms and increased capital-allocation flexibility.
Chief Executive Officer Michel Doukeris said the b
KB Home (NYSE:KBH) reported third-quarter fiscal 2026 results that met or exceeded its guidance despite what executives described as a more difficult housing environment marked by rising mortgage rates, affordability pressures, higher resale inventory and cautious consumers.
The homebuilder generat
Fastly (NASDAQ:FSLY) outlined a strategy centered on expanding its unified edge cloud platform, increasing multi-product adoption, broadening its geographic reach and targeting revenue of $1.1 billion to $1.3 billion by 2029 at its Investor Day.
Chief Executive Officer Kip Compton said the company
Abeona Therapeutics (NASDAQ:ABEO) highlighted the early commercial progress of ZEVASKYN, its autologous gene-modified cellular sheet therapy for recessive dystrophic epidermolysis bullosa (RDEB), during the H.C. Wainwright 28th Annual conference.
Madhav Vasanthavada, Abeona’s senior vice president
Compass Pathways (NASDAQ:CMPS) said it remains on track to complete its rolling New Drug Application submission for COMP360 in the fourth quarter of 2026, following positive Phase III studies of its synthetic psilocybin treatment in treatment-resistant depression, or TRD.
During H.C. Wainwright’s G
J.B. Hunt Transport Services (NASDAQ:JBHT) said demand for its freight services has remained strong across most business lines, while higher driver-related expenses, fuel costs and claims costs are expected to pressure third-quarter earnings relative to the second quarter.
Chief Financial Officer a
Compass Pathways (NASDAQ:CMPS) expects to complete its new drug application submission for COMP360, its investigational psilocybin treatment for treatment-resistant depression, in the fourth quarter, with a potential U.S. launch in the first half of 2027, executives said at the Morgan Stanley Global
Arm Holdings shares jumped 17% on reports of a Meta custom-chip partnership and a $2 billion AI processor target, though elevated valuation multiples and foundry supply constraints temper near-term upside.
Oura's IPO targets a $12.8B-$14.1B valuation, pricing shares at $40-$44 ahead of its Nasdaq debut, backed by Eli Lilly interest and strong subscription revenue growth.
Cognex (NASDAQ:CGNX) said it has entered into a definitive agreement to acquire RealSense, a provider of depth-sensing cameras and vision technology used in robotic perception and physical AI applications.
The transaction is intended to expand Cognex’s machine-vision portfolio into 3D depth percept
Octopus Renewables Infrastructure Trust (LON:ORIT) said its first-half revenue and EBITDA exceeded budget despite a negative net asset value total return, as strong solar and offshore wind performance offset weaker onshore wind production.
Co-Fund Manager Chris Gaydon said the renewable energy inve
AMD shares topped $620 and its market cap surpassed $1 trillion, driven by major deals with OpenAI and Oracle, strong data center revenue growth, and rising pricing power.
Falling oil prices and easing inflation may set up the Fed for a larger rate cut ahead, a move that could revive the housing market and support the S&P 500's longer-term uptrend.
DraftKings (NASDAQ:DKNG) CEO and Chairman Jason Robins said the company is seeing strong early-season engagement across its core sportsbook business and its newer prediction markets offering, while maintaining its expectation of about $1 billion in adjusted EBITDA for 2026.
Speaking with Wells Farg
IonQ and partners at Oak Ridge National Laboratory and NVIDIA used generative AI to speed quantum circuit design, cutting runtime dramatically, though commercial impact remains unclear.
CEO Hock Tan defended Broadcom's $350 billion AI chip outlook amid Anthropic's calls to slow frontier AI development, citing the company's inference-focused customer relationships.
AutoZone (NYSE:AZO) reported fiscal 2026 fourth-quarter sales growth of 5.6% to $6.6 billion, while diluted earnings per share rose 15.1% to $56.05. The company said its results included a $96 million benefit from tariff refunds and a $15 million non-cash LIFO charge.
For the full fiscal year, sale
Celldex Therapeutics (NASDAQ:CLDX) reported positive top-line results from its two Phase III EMBARQ-CSU studies of barzolvolimab in adults with chronic spontaneous urticaria, or CSU, who remained symptomatic despite H1 antihistamine treatment. The company said both evaluated dose regimens met the pr
ACG Acquisition (LON:ACG) said its updated technical report for the Gediktepe mining operation in Türkiye increased the project’s estimated net present value and lifted expected copper-equivalent production over the next five years.
Artem, the company’s chair and chief executive officer, said Gedik
Microsoft raised its quarterly dividend 7.69% to 98 cents per share, marking 23 straight years of increases even as AI-related capital spending pressures free cash flow.
Analog Devices (NASDAQ:ADI) Chief Financial Officer Rich Puccio said the company expects demand strength across its portfolio to support double-digit growth into fiscal 2027, citing broad-based recovery in industrial markets alongside continued momentum in data centers, aerospace and defense, and au
A multi-state settlement cleared the main legal hurdle to Paramount Skydance's $111 billion Warner Bros. Discovery deal, requiring production and labor concessions as WBD and PSKY shares reacted sharply.
Apple's market cap has climbed to roughly $4.95 trillion on strong iPhone demand, closing in on NVIDIA's approximately $5.48 trillion, as investors watch whether Apple can overtake the AI chipmaker again.
MillerKnoll (NASDAQ:MLKN) reported first-quarter fiscal 2027 sales and orders that reflected uneven demand across its businesses, as strong International Contract and Global Retail order trends were offset by softer-than-expected North America Contract activity.
For the quarter ended Aug. 29, 2026,
Viking Therapeutics (NASDAQ:VKTX) reported top-line results from a maintenance dosing study of VK2735, its dual GLP-1/GIP receptor agonist candidate for obesity, showing that participants retained much of their initial weight loss after transitioning from weekly treatment to every-other-week or mont
Oxford Biomedica (LON:OXB) reported higher first-half revenue and improved operating EBITDA as manufacturing activity increased, while management reiterated its full-year 2026 revenue guidance and longer-term growth targets.
Revenue for the six months ended in 2026 rose 10% at constant currency to
Meta Platforms unveiled Petal, a petabit-scale subsea cable linking the U.S. and France, boosting demand for optical infrastructure suppliers like Corning amid AI-driven data center buildouts.
Goldman Sachs cut its Tesla delivery estimates for the third and fourth quarters, but shares held near recent highs as investors focus on Tesla's robotaxi and AI ambitions instead.
Encore Capital Group's stock has more than doubled as record debt collections and rising charge-offs drove Q2 earnings beats, prompting raised full-year guidance and bullish analyst ratings.
Cybin (NASDAQ:HELP), doing business as Helus Pharma, held its Annual General and Special Meeting of Shareholders, where shareholders were asked to consider resolutions related to the company’s auditor, board size, corporate name and director elections.
Eric So, the company’s co-founder and executiv
Here Group reported fourth-quarter revenue of CNY127.7 million for fiscal 2026, an increase of 94.1% from a year earlier, as sales of existing and newly launched pop-toy intellectual property products rose. Full-year revenue reached CNY596.8 million, according to Founder, Chairman and Chief Executiv
Texas Roadhouse posted record sales and revenue growth in Q2, but rising beef costs squeezed margins, sending shares down 19% despite a Moderate Buy analyst consensus.
Pfizer (NYSE:PFE) has rebuilt its commercial model around newer and acquired products while reducing exposure to its COVID-19 franchise, according to Alexandre de Germay, the company’s chief international commercial officer and executive vice president.
Speaking with Chris Schott at a company event
Nucor and Steel Dynamics shares are pulling back after Q3 guidance missed estimates, but higher steel prices, strong backlogs, and wide margins support analysts' bullish price targets.
Amazon struck a deal worth up to $8 billion with Generac for backup generators to power its AI data centers, underscoring how electricity supply has become a critical bottleneck in its AI buildout.
Sanofi (NASDAQ:SNY) is reviewing its late-stage pipeline, broadening its business-development lens and working to rebuild early research output under new leadership, Chief Scientific Officer and Global Head of Research Mike Quigley said at a Bank of America event.
Quigley said Chief Executive Offic
PureTech Health (NASDAQ:PRTC) outlined progress across its portfolio in its 2026 half-year results call, highlighting external financings for Celea Therapeutics and Seaport Therapeutics, regulatory progress at Gallop Oncology, and a strategy centered on earlier external funding for its founded entit
Charlie Nunn, chief executive of Lloyds Banking Group (NYSE:LYG), said U.K. households and businesses have remained resilient despite a slower-growth economic backdrop, while outlining the bank’s strategy for growth, investment and efficiency through 2030.
Speaking at a Bank of America event, Nunn
Kingfisher (LON:KGF) reported higher first-half profit and upgraded its full-year outlook, citing gross-margin gains, cost discipline and continued growth in trade, e-commerce and marketplace operations despite mixed conditions across its home-improvement markets.
Adjusted pre-tax profit rose 9.9%
Luceco (LON:LUCE) reported higher first-half revenue and profit, led by rapid growth in energy-transition products, and said it now expects full-year adjusted operating profit to exceed market expectations.
Revenue rose 13.4% to £142.6 million in the first half, while adjusted operating profit incr
Henry Boot (LON:BOOT) reported a weaker first-half performance amid subdued transaction activity across its markets, with revenue falling 19% to just under £81 million and the group posting an operating loss of £3.9 million.
Chief Financial Officer Darren Littlewood said the result was below expect
Target Healthcare REIT (LON:THRL) reported higher earnings, net asset value and dividend cover for the year ended June 30, 2026, as inflation-linked rent increases, asset-management activity and lower borrowing levels supported results.
Chief Executive Kenneth MacKenzie said the company delivered a
Teva Pharmaceutical Industries (NYSE:TEVA) Chief Executive Officer Richard Francis said the company has shifted from being viewed primarily as a generics manufacturer toward a biopharmaceutical company with a growing innovative medicines portfolio, while maintaining and expanding its generics operat
Smiths Group (LON:SMIN) reported organic revenue growth and margin expansion for fiscal 2026 while completing a major portfolio reshaping that left the company focused on its John Crane and Flex-Tek businesses.
The company said it completed the sales of Smiths Interconnect and Smiths Detection, rea
Abeona Therapeutics (NASDAQ:ABEO) executives outlined the early commercial rollout of ZEVASKYN, an autologous cell sheet-based gene therapy for recessive dystrophic epidermolysis bullosa (RDEB), during the Morgan Stanley Global Healthcare Conference. Management emphasized that the launch requires a
National Bank of Canada (TSE:NA) sees commercial banking as a major growth lever following its acquisition of Canadian Western Bank, with management pointing to integration progress, expanding product capabilities and opportunities in business succession planning across Canada.
Judith Ménard, Head
Compass Pathways (NASDAQ:CMPS) said it expects to complete its rolling New Drug Application submission for its synthetic psilocybin treatment, COMP360, in the fourth quarter and continues to target a potential commercial launch for treatment-resistant depression in the first half of 2027.
Speaking
Canadian Pacific Kansas City (NYSE:CP) President and CEO Keith Creel said the railroad remains positioned to meet its full-year growth and earnings outlook despite a challenging freight environment, trade uncertainty and commodity-specific headwinds.
Speaking at the 14th Annual Laguna Conference, C
Aramark (NYSE:ARMK) executives said the company’s growth-focused operating model, higher client retention and expansion into data-center workforce hospitality are supporting an outlook for continued revenue growth and margin improvement.
Speaking at the Goldman Sachs Global Consumer and Retail Conf
Verastem (NASDAQ:VSTM) executives outlined the company’s commercial and clinical priorities at an H.C. Wainwright event, highlighting the launch of its AVMAPKI FAKZYNJA CO-PACK for KRAS-mutated low-grade serous ovarian cancer and the advancement of its KRAS G12D inhibitor, VS-7375, across pancreatic
Nasdaq (NASDAQ:NDAQ) CFO Sarah Youngwood said the company sees a constructive macroeconomic backdrop, citing investment in artificial intelligence and digital technologies, resilient consumers and corporate earnings that she said are supporting market valuations.
Speaking at a fireside chat with an
