QUALCOMM Incorporated (NASDAQ:QCOM) is pivoting toward non‑handset growth—raising a FY2029 target to $40B with major bets on data center (~$15B), automotive ($10B) and IoT (~$14B), backing AI with Dragonfly C1000, a Meta supply deal and Modular buy, even as near‑term revenue and stock churn persist…
Oracle Corporation (NYSE:ORCL) is riding heavy cloud and AI demand—with $638B in remaining performance obligations and new AI tools across supply chain and HCM—while shares slump after a seventh straight decline, even as analysts tout ORCL as a top AI pick.Previous Week Recap This is an…
American Express (NYSE:AXP) boasts strong five‑year revenue and EPS CAGRs (15.5% and 21.4%) despite near‑term softness, while BTIG lifted its price target to $324 and the company boosted Gold Card perks with Fanatics FanCash conversion and retained Amazon point redemptions.Previous Week Recap…
Illumina (NASDAQ:ILMN) faces fresh competitive pressure as Roche launches the $750,000 Axelios NGS system aimed at its NovaSeq X franchise, even as Guggenheim raised Illumina’s price target to $200, signaling confidence in its valuation amid the market challenge.Previous Week Recap This…
Bank of America Corp (NYSE:BAC) will report Q2 2026 results July 14 with materials and a replay available; the bank faces a recent $7.5M SEC fine over delayed suspicious-activity reporting and appears to show modest projected losses in the Fed’s stress test on ~$3T market assets.Previous Week Recap…
Boeing (NYSE:BA) readies Q2 2026 results for July 28 as CEO Kelly Ortberg and CFO Jay Malave host a 10:30 a.m. ET call, amid a sharp drop in May orders and operational moves — shifting a 737 MAX line to Everett and completing a 747-8 Air Force One delivery for secure upgrades.Previous Week Recap…
Advanced Micro Devices (NASDAQ:AMD) surged as record EPYC server CPU and Instinct GPU momentum, growing hyperscaler share and bullish Wells Fargo forecasts lifted shares and drove strong buying, even as the company approved July pay raises and August equity awards for top executives.Previous Week R…
Chevron Corporation (NYSE:CVX) reported a sharp Q1 profit drop and pressured margins even as Tengiz output rose to 960,960 bpd; the company filed input on Australia gas rules, won a Wolfe Research upgrade to Outperform ($210 PT), and will host its Q2 webcast July 31.Previous Week Recap…
Blackstone (NYSE:BX) reshuffled assets and stakes — selling three Northern Virginia data centers to Digital Realty for $3.5B (part cash, part stock) while offloading those shares at a small discount, abandoning a planned QTS data‑center campus amid local opposition, revealing heavy redemptions in Q…
Datadog, Inc. Class A (NASDAQ:DDOG) is doubling down on AI—spending over $1B to build Toto 2.0 and production agents, absorbing Adaptive ML to bolster RLOps and agentic models for observability/security—while Benchmark raises its price target to $330 and reiterates a Buy.Previous Week Recap…
Delta Air Lines (NYSE:DAL) reported stronger Q1 revenue and a rallying stock after Wells Fargo raised its price target, even as it warned of lower EPS guidance and weathered holiday airport restrictions and a firework strike incident that prompted an FAA probe but caused no injuries.Previous Week R…
Dynatrace, Inc. (NYSE:DT) struck a deal with activist Starboard that installed directors George Riedel and Dan Streetman and set a $1B buyback plus a capital return framework, even as its trailing-12-month gross margin slipped to 81.7%, down 0.8 points from two years ago.Previous Week Recap…
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…
