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Weekly Recap: U.S. Bancorp Q2 earnings call and analyst target upgrades

U.S. Bancorp (NYSE:USB) will report Q2 2026 results before the market on July 16 and host a 7:00 a.m. CT call with CEO Gunjan Kedia and CFO John Stern, as analysts push outlooks higher—Morgan Stanley raising its target to $67 and Jefferies upgrading to Buy with a $75 target.Previous Week Recap…

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Weekly Recap: VEON $250M Banglalink fintech push and Beeline KZ Hyper Cloud

VEON Ltd. (NASDAQ:VEON) is accelerating global expansion, anchoring a US$1B FDI push with US$250M for Banglalink’s digital finance, connectivity and AI-led fintech growth while Beeline Kazakhstan builds a Tier III Hyper Cloud in Almaty and trials Starlink Direct-to-Cell ahead of 2026 rollout.Previo…

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Weekly Recap: €600M senior notes offering and hyperscale data center JV

Realty Income (NYSE:O) is raising capital—€600M of 3.625% notes due 2032—to fund corporate needs while seeding a >$6B hyperscale data‑center JV it will partly bankroll (~$1.4B commitment, ~$700M funding in Q2–Q3 2026); stock near $62 yields ~5.2% as analysts foresee 2026 cash‑flow and dividend gain…

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Weekly Recap: Acquisition-led revenue rise and $200M counter-drone outlook

AeroVironment (NASDAQ:AVAV) surged after fiscal results showed revenue gains from BlueHalo and ESAero deals, higher Switchblade and LMS sales and a services shift that impacted gross margin; management forecast $2.1–$2.2B for FY27 and highlighted Titan RF, LOCUST DE and Freedom Eagle-1.Previous Wee…

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Weekly Recap: Board adds two directors and Momentum Midstream buy talks

Williams Companies (NYSE:WMB) expanded its board to 12 with Robb E. Turner and Lloyd W. Helms Jr. effective July 1, 2026 and disclosed committee roles, while entering advanced talks to acquire Momentum Midstream for about $5.5B; an 8-K furnishing detailed the appointments.Previous Week Recap…

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Weekly Recap: BofA raises IBM target and quantum FLiBe tritium work

NYSE:IBM drew investor praise as Bank of America lifted its price target to $330, while the company advanced tech and market moves — using quantum computing for fusion research, appointing Stagwell to lead global creative campaigns, and naming Tamer El Kholy to head North East Africa.Previous Week…

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Weekly Recap: CPP $1.75B investment in EQT and EQT Q2 2026 results call

EQT Corporation (NYSE:EQT) gained momentum as CPP Investments agreed to invest $1.75B to boost its AI and global digital infrastructure platform, while analysts mounted bullish coverage (Buy, $79 PT) ahead of Q2 2026 results and an investor call July 22.Previous Week Recap This is an AI…

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Weekly Recap: Coinbase buys The Clearing Company and joins Open USD

Coinbase (NASDAQ:COIN) is expanding its crypto infrastructure—buying The Clearing Company to internalize $100M/yr prediction-market revenue, joining the Open USD stablecoin on Base and Solana, pushing AI-agent payments and tooling, while fixing an AI alert error and remaining a top industry funder…

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Weekly Recap: EC2 ML GPU rate hikes and Trainium margin savings

Amazon (NASDAQ:AMZN) is doubling down on AI and infrastructure—raising some ML EC2 rates, building custom chips and Project Kuiper satellites, investing $1B in customer‑embedded AI teams, partnering with Anthropic, and expecting huge datacenter capex even as emissions and regulatory scrutiny rise.P…

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Weekly Recap: Ends Waymo robotaxis in Phoenix and scales Nuro Driver

Uber Technologies (NYSE:UBER) is reshaping its autonomous, AI and delivery strategy — ending Waymo robotaxi ties in Phoenix while seeking a new AV partner, scaling Nuro-powered Lucid deployments, boosting Delivery Hero stake, launching EU Eats plans and overhauling its AI data-labeling unit amid mi…

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Weekly Recap: FDA Class I Omnipod recall and Insulet Q1 revenue growth

Insulet Corporation (NASDAQ:PODD) reported strong Q1 results with $761.7M revenue and EPS above estimates driven by Omnipod sales, but a Class I FDA recall of Omnipod Pods over serious-injury risk has reduced device availability and sent the stock down about 5.5%.Previous Week Recap Thi…

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Weekly Recap: FY2026 revenue guidance and amtagvi efficacy in melanoma

Iovance Biotherapeutics (NASDAQ:IOVA) reaffirmed FY2026 revenue guidance of $350–$370M and Q2 $86–$88M while reporting ~$319M cash, expanding to 90+ treatment centers and 1,500+ patients as Amtagvi shows durable efficacy in melanoma and the company advances into more solid tumors and next‑gen cell…

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Weekly Recap: Five-year $1.5B revolver and crypto derivatives expansion

Nasdaq, Inc. (NASDAQ:NDAQ) bolstered liquidity with a $1.5B five‑year revolver, expanded crypto products including Nasdaq‑Bitcoin options and seven‑asset futures, unveiled Bahrain post‑trade upgrades, and will report Q2 results July 23 while co‑hosting a Japan IPO summit in Sept.Previous Week Recap…

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Weekly Recap: Guggenheim upgrades Salesforce and Salesforce buys Fin for $3.6B

Guggenheim upgraded Salesforce (NYSE:CRM) to Buy after Q1 beats, record margins and raised guidance, as the company eyes AI-driven growth by acquiring agent maker Fin for ~$3.6B to bolster Agentforce—analysts say AI could accelerate recurring revenue into 2026–27, lifting outlook.Previous Week Reca…

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Weekly Recap: JetBlue A321 drone strike report and Goldman Sachs Sell

JetBlue Airways (NASDAQ:JBLU) reported an A321’s safe landing after a possible drone strike on approach to JFK early Wednesday, prompting an FAA probe, while Goldman Sachs left a Sell rating but raised its price target to $4.50, reflecting mixed operational and market signals.Previous Week Recap…

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Weekly Recap: Meta liquidity options and 2026 AI capex rise

Meta Platforms (NASDAQ:META) is ramping AI and cloud ambitions—raising 2026 capex to $125–$145B, pursuing Samsung-made MTIA chips and a Meta Compute service—while weighing near-term liquidity, facing legal scrutiny and investor pressure after AI progress comments and competitive/cloud access limits…

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Weekly Recap: OpenAI deal revenue potential and JPMorgan $580 buy rating

Broadcom (NASDAQ:AVGO) projects up to $200B in upside if OpenAI builds ~10GW of capacity, yet near‑term impact is limited before 2027; JPMorgan stays bullish with a $580 target while insiders including co‑founder Henry Samueli and CLO Mark Brazeal have recently sold substantial shares.Previous Week…

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Weekly Recap: Private-credit outflows and $100M Premier Lacrosse stake

Ares Management (NYSE:ARES) faced rising redemption requests and increased outflows in Q2 that tightened liquidity and cut payouts to private-credit investors, even as the firm doubled down on growth by leading a $100 million funding round for the Premier Lacrosse League.Previous Week Recap…

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Weekly Recap: Q1 revenue +18.6% beat and UBS raises target to $350

Texas Instruments (NASDAQ:TXN) posted stronger-than-expected Q1 results—revenue $4.83B, up 18.6% YoY, beating estimates and sending the stock toward the high $200s with a ~20–26% jump—prompting UBS to keep a Buy and lift its price target to $350 from $295.Previous Week Recap This is an…

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