Dollar Tree, Inc. (NASDAQ:DLTR) unveiled a $2.5B open-ended buyback, including $700M rolled from its prior program, as analysts cite DLTR a top Q2 pick — betting recent underperformance from low-income shopper weakness could reverse if middle/higher-income customers trade down, boosting traffic.Pre…
Amcor PLC (NYSE:AMCR) has completed the sale of ESE World to a private equity and debt consortium while testing Kelpi’s seaweed coating on AmFiber to assess recycling and production performance, with the ESE deal advised by Greenhill and Latham & Watkins and financed by Pacific Avenue Fund II, a Eu…
Paramount’s $110B bid for Warner Bros. Discovery Series A (NASDAQ:WBD) faces EU scrutiny with a July 22 decision after unspecified remedies, while the UK may also probe the deal — even as Seaport Global upgrades WBD to Buy with a $31 target, reflecting investor optimism amid regulatory uncertainty…
Intercontinental Exchange (NYSE:ICE) is expanding markets with Aug. 10 launches of economic indicator futures and GPU compute contracts via NATIVX/COIL while shares, up about 3% intra-day but down ~31% year-over-year, trade near 15x earnings amid double‑digit EPS growth and JPMorgan caution.Previou…
AbbVie (NYSE:ABBV) reported a Phase 3 win as epcoritamab+lenalidomide met EPCORE DLBCL‑14's primary endpoint with strong PFS HRs (0.40 U.S., 0.44 ex‑U.S.) and expected safety, while the company paid Nxera $10M, lifting 2022 neuro R&D milestones to $40M amid up to $1.2B more possible.Previous Week R…
ExxonMobil Holdings Corporation (NYSE:XOM) completed a redomicile and will swap legacy shares one-for-one as new XOM trades July 2; the company appointed three new directors and promoted James Chapman and Susan Buchanan to senior finance roles while Morgan Stanley stays overweight, trimming its pri…
NIKE, Inc. Class B (NYSE:NKE) topped Q4 estimates with $10.97B revenue and $1.07B net income, but warns of softer near‑term demand even as it tightens inventory, readies a premium push and World Cup marketing; new CFO Dave Denton joins amid mixed brand and regional performance.Previous Week Recap…
JD.com (NASDAQ:JD) won German approval to buy Ceconomy, setting an H2 2026 close, even as its GMV share slipped 400 bps (2022–25) with further declines forecast; the company is also diversifying assets — buying HK$750M student housing and earlier taking HK$3.5B office stakes.Previous Week Recap…
Halliburton Company (NYSE:HAL) won a five-year Basra Oil Co. contract to boost oil (~150,000 bpd at Bin Umar; 80–100,000 bpd at Sindbad) and gas output while UBS stays Neutral on HAL; the company also announced the June 24, 2026 death of long-serving board member Abdulaziz F. Al Khayyal.Previous We…
Honeywell Technologies (NASDAQ:HON) is executing a strategic breakup while spinning off Honeywell Aerospace into Nasdaq trading and continuing to separate into three firms; it’s buying Johnson Matthey’s CT unit for £1.8B (net ~£1.6B, closing by Aug 2026) and using AI to speed avionics design with c…
KKR & Co. (NYSE:KKR) is reshaping its portfolio: buying EDF Power Solutions’ North American renewables for about $4.2B plus contingent payments, finalizing an HMC joint energy platform, preparing to report Q2 results July 30, and simultaneously selling Ocean Yield and marketing Japan’s Central Tank…
Alphabet (NASDAQ:GOOG) balances bullish AI-driven growth—Morgan Stanley raised its target on booming Cloud, TPUs and Gemini models and large compute deals—with regulatory and legal headwinds in Europe, Sweden and South Korea, while equity moves and a big share sale attract major investors.Previous…
Strategy Inc Class A (NASDAQ:MSTR) strengthened liquidity with a $2.55B reserve and roughly $3.8B coverage including Bitcoin, yet mNAV slipped below 1.0; analyst targets were cut even as insider buys and a Michael Saylor hint of more Bitcoin sparked an 8% rally and retail bullishness.Previous Week…
Caterpillar Inc. (NYSE:CAT) surged YTD despite Michael Burry's short and a ~4.6% session drop, driven by Q1 Power & Energy sales up 22% and aggressive expansion—turbine output rising 2.5x and large engine capacity 3x—while valuation sits near 39x forward P/E and 6x P/S.Previous Week Recap…
Traders say Micron’s stronger results and raised revenue outlook—driven by rising AI high‑bandwidth memory demand—are lifting expectations for more orders of Teradyne test gear, while Susquehanna maintains a positive rating on Teradyne (NASDAQ:TER).Previous Week Recap This is an AI-gene…
Microsoft (NASDAQ:MSFT) is doubling down on AI—posting strong cloud and Azure growth while building a 6,000‑person deployment unit, embedding engineers via Frontier, expanding hyperscale and infrastructure (including an I-2SEA cable) even as job cuts, big capex and a rare monthly loss raise investo…
Palantir (NASDAQ:PLTR) reported blockbuster Q1 revenue and raised its EBITDA outlook even as the stock slid after results, secured the DoD Maven integrator role and expanded commercial support like Surf Air, while upgrades and notable insider holdings underscore rising interest in its AI orchestrat…
Summit Hotel Properties (NYSE:INN) refinanced and upsized a $650M senior unsecured facility—$400M revolver, $200M term loan and $50M delayed draw—while preparing Q2 2026 results for Aug. 5 and a conference call Aug. 6; the 94-property, 14,226-room portfolio spans 24 states.Previous Week Recap…
Praxis Precision Medicines (NASDAQ:PRAX) said the FDA pushed relutrigine’s PDUFA date to Dec. 27, 2026 after a major amendment but requested no new trials and noted no safety or manufacturing issues; the company also granted 951 RSUs to five non‑executive hires vesting over four years.Previous Week…
ResMed Inc. (NYSE:RMD) will report fiscal Q4 2026 results Aug. 6 after the close and host an investor webcast, even as Morgan Stanley downgraded the stock and trimmed its target, citing margin pressures, a muted outlook, Philips competition in U.S. PAP devices and GLP-1 demand risk.Previous Week Re…
