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…
UMH Properties (NYSE:UMH) extended and expanded its unsecured revolver to $260M available ($600M max) with a four‑year term, reduced borrowing cap and lower interest, while sustaining dividends and gaining inclusion in the Russell 2000 Value‑Defensive Index as it manages 145 communities.Previous We…
Sysco Corporation (NYSE:SYY) filed a preliminary S-4 to register New Slider HoldCo shares tied to its March 30, 2026 merger while reporting Q3 2026 revenue of $20.52B—up 4.7%—driven by higher local case volume and wider gross margins, sending the stock about 10.5% higher near $83.25.Previous Week R…
Ondas Inc. (NASDAQ:ONDS) said its Sentrycs unit will integrate Cyber-over-RF counter‑drone tech into Lockheed Martin’s Sanctum C‑UAS to strengthen drone detection and mitigation, even as heavy short interest (about 31.7% of float) keeps traders focused on the stock.Previous Week Recap T…
Six Flags Entertainment (NYSE:FUN) named veteran Mark Pauls COO effective July 15 as Tim Fisher moves to special advisor through Dec. 15 with extended benefits; the company reported strong early-season attendance gains, cautious Q2 growth guidance and renewed emphasis on cost controls.Previous Week…
Truist raised its price target on Fortive Corp. (NYSE:FTV) to $67 from $61, as the company prepares to webcast its Q2 2026 earnings on July 29 at 12:00 p.m. ET with dial-in access, replay and presentation to follow in the Investors section.Previous Week Recap This is an AI-generated sum…
Truist kept AECOM (NYSE:ACM) at Buy but trimmed its price target to $102 from $109, while the firm emerges as a likely bidder for Qatar’s Ministry of Foreign Affairs consultancy—tender extended to June 28, 2026 with an award due in September, a key catalyst for upside.Previous Week Recap…
UniFirst Corporation shareholders approved a merger to be acquired by Cintas for $155 cash plus 0.7720 Cintas shares, even as regulators issued an FTC second‑request; UniFirst reported Q2 FY2026 GAAP EPS $1.09 and a weaker operating margin of 3.6%, with close expected H2 2026.Previous Week Recap…
Akebia Therapeutics (NASDAQ:AKBA) reported a trial where VAFSEO and ESA showed nearly identical mortality rates (8.77% vs 8.78% per 100 patient‑years) and separately granted inducement options for 125,600 shares at a $1.14 strike with staggered vesting and a 10‑year term.Previous Week Recap…
Verizon Communications (NYSE:VZ) will form a 50-50 JV with BT to combine international enterprise operations serving 3,000+ clients in 180+ countries, paying $625M subject to approvals, while taking $750M in transformation charges for layoffs and asset write‑downs.Previous Week Recap Th…
