Goldman Sachs trimmed its price target for Northrop Grumman Corp. (NYSE:NOC) to $533 even as the company presses growth—breaking ground on a 1.1M+ sq ft Roy Innovation Center for the Sentinel ICBM program (due 2028) and expanding NATO’s MQ‑4C Triton fleet to boost ISR and maritime surveillance.Prev…
NYSE:IBM plunged ~25% after a surprise Q2 miss—revenue ~$17.2B, adj. EPS $2.93—as delayed deals, execution issues and client shifts to hardware pressured margins; options and analyst sentiment turned bearish even as IBM invests billions in quantum and faces breakup/activist speculation.Previous Wee…
Microchip (NASDAQ:MCHP) expanded its edge hardware and AI toolkits with the PD-9601GCI 90W PoE midspan—rugged, surge‑protected, multi‑mount power for harsh environments—and the free VectorBlox 3.0 Accelerator SDK enabling compressed, sparse NN deployment on PolarFire FPGA/SoC for edge AI.Previous W…
General Mills (NYSE:GIS) reported fiscal 2026 organic sales down 2% with guidance at flat to declining and has cut prices to spur demand, recalled over 700,000 Pillsbury dough units for possible glass contamination, and launched a 40,000-acre Midwest regenerative wheat program with ADM and Walmart…
Guggenheim urges Darden Restaurants (NYSE:DRI) to shift focus to smaller chains like LongHorn, Yard House and Cheddar’s as management raises outlooks for sales, margins and faster unit growth, even as Olive Garden lags—Darden will also sell 10,000 $100 Pasta Passes July 16.Previous Week Recap…
Moderna, Inc. (NASDAQ:MRNA) has begun paying into a March 2026 up-to-$2.25B LNP patent settlement—$178M on July 8 covering Arbutus’s share and litigation costs—while facing a separate patent suit from Sanofi over Translate Bio mRNA/LNP tech tied to COVID-19 vaccines.Previous Week Recap…
CrowdStrike (NASDAQ:CRWD) surged to a 52-week high in mid‑July, outpacing peers as momentum eased from extremes, while the company agreed to buy XM Cyber’s IP and patents—keeping XM independent but offering customers an opt‑in to Falcon—aiming to close in H2 FY2027.Previous Week Recap T…
Workhorse Group Inc (NASDAQ:WKHS) named Jody Davis CFO on July 13, 2026, tasking him with securing growth capital, improving investor relations and accelerating cost cuts on the W56 and next‑gen Class 5–6 trucks; the company will report Q2 2026 results and host a conference call Aug. 13.Previous We…
Piper Sandler kept Lemonade Inc. (NYSE:LMND) at Neutral but raised its price target to $75, reflecting growing confidence as the insurer expands product availability—launching renters policies in Maine from $5/month—and emphasizes mobile-first quoting, buying, policy updates and claims handling to…
JFrog Ltd. (NASDAQ:FROG) will report Q2 2026 results after the close Aug. 6 and host a 2:00 p.m. PT conference call, with Truist naming it a top infrastructure-software pick on expectations of AI-driven revenue upside and resilient enterprise demand.Previous Week Recap This is an AI-gen…
Rocket Lab Corporation (NASDAQ:RKLB) posted strong growth—Q revenue $200.3M, $2.2B backlog—and hit Neutron engine and launch milestones as it pursues an ~$8B Iridium buyout, drawing analyst interest in Neutron’s reusable potential while shares rebound amid CEO’s competitive but cooperative tone.Pre…
Meta Platforms (NASDAQ:META) is accelerating an expensive AI buildout—expanding its Richland Parish data center to 5 GW, funding massive energy infrastructure and hiring cloud leadership—while monetizing Muse Spark 1.1, navigating legal scrutiny and volatile stock moves ahead of its July earnings u…
Goldman Sachs (NYSE:GS) posted blowout Q2 results—surging revenue, record equities trading and investment banking fees, and a $5 dividend—while touting an AI-driven capex supercycle, record advisory backlog and strong alternative fund flows even as Platform Solutions slumped and prime demand outstr…
United Airlines (NASDAQ:UAL) posted stronger Q2 results—$17.7B revenue, $805M GAAP net, $1.99 adj EPS—and narrowed 2026 guidance while warning of ~$6B in higher fuel costs; it’s expanding premium A321/ MAX plans, retiring aircraft and adding routes as RASM and passenger volumes rise, showing resili…
E. W. Scripps Company Class A (NASDAQ:SSP) ended a five-week DIRECTV blackout with a retransmission consent deal across 40+ markets restoring service July 10, 2026, and will report Q2 results after the close Aug. 6 with a management call Aug. 7 at 9:30 a.m. ET.Previous Week Recap This i…
Vertiv Holdings Co. Class A (NYSE:VRT) will report Q2 2026 results before the July 29 open and host an 11:00 a.m. ET call with slides posted online, while RBC Capital Markets maintained an Outperform rating, leaving the analyst stance unchanged ahead of the release.Previous Week Recap T…
Primerica, Inc. (NYSE:PRI) will report Q2 2026 results after the close Aug. 5 with a webcast Aug. 6 at 10:00 a.m. ET (replay ~30 days), as Keefe, Bruyette & Woods lifts its price target to $323 from $305, signaling heightened analyst confidence ahead of the release.Previous Week Recap T…
Applied Optoelectronics (NASDAQ:AAOI) will report Q2 2026 results Aug. 6 and host a 4:30 p.m. ET call, as the company ramps capacity with a ~400,000 sq ft Pearland campus to scale 800G and 1.6T optical transceiver production for AI and cloud markets.Previous Week Recap This is an AI-gen…
Mastercard Incorporated Class A (NYSE:MA) faces pressure in Brazil as the PIX instant-payments push and proposed tariffs and rules threaten its market position, even as Mastercard backs the Linux Foundation x402 standard that has processed ~75M stablecoin transactions (~$24M) in 30 days.Previous We…
Abbott Laboratories (NYSE:ABT) posted strong Q2 device growth—medical devices up 9%, electrophysiology +14 and Diabetes Care +11—while advancing key studies and approvals (TECTONIC IVL enrollment, PFA/CSP data, Libre Duo CE Mark, Amulet 360 FDA filing) as JPMorgan raises its target.Previous Week Re…
