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KeyCorp (NYSE:KEY) Chief Financial Officer Clark Khayat said the bank remains confident in its 2026 outlook as client activity, loan growth and credit quality have continued to perform constructively despite uncertainty around interest rates, tariffs and geopolitical developments.
Speaking at an in
Cardinal Health (NYSE:CAH) CEO Jason Hollar said the company’s fiscal 2026 performance was supported by double-digit earnings growth across each of its five operating segments, while fiscal 2027 guidance reflects continued growth from a more normalized base.
Speaking at a Baird event, Hollar said t
Ally Financial (NYSE:ALLY) Chief Financial Officer Russ Hutchinson said the company remains on track to meet the guidance it issued at the start of the year, citing improving profitability, customer growth across its core franchises and continued discipline on expenses, pricing and credit risk.
Spe
Lennar missed Q3 earnings estimates and hit a 52-week low as affordability pressures, high mortgage rates, and rising resale inventory weigh on it and rivals D.R. Horton and PulteGroup.
Keysight Technologies (NYSE:KEYS) executives said the company is seeing strong demand tied to artificial intelligence data-center buildouts, while preparing for future opportunities in 6G wireless, aerospace and defense, semiconductor testing and software-defined vehicles.
Speaking at a Truist inve
Dell, HP and Phillips 66 are rallying on AI server, AI-PC, and refining-margin catalysts, though all three now trade well above their consensus analyst price targets.
Motorola Solutions (NYSE:MSI) is focused on executing across its mission-critical networks, command center software and video security businesses while scaling its recently acquired Silvus Technologies and D-Fend Solutions operations, Chief Operating Officer Jack Molloy said at a Truist conference.
ServiceNow, UiPath, and Palo Alto Networks show real agentic AI traction through earnings growth, enterprise adoption, and partnerships, making their fundamentals worth watching amid market volatility.
Equinix (NASDAQ:EQIX) executives said the company is expanding its development pipeline in response to customer demand, with planned annual investment of $5 billion to $7 billion expected to be concentrated in established markets where it already operates interconnected digital ecosystems.
Speaking
The Fed raised rates 25 basis points on Sept. 16, and brokers and exchanges like Interactive Brokers, Robinhood, and CME Group stand to benefit from the new hiking cycle.
Iovance Biotherapeutics (NASDAQ:IOVA) said it is expanding its tumor-infiltrating lymphocyte, or TIL, therapy platform across multiple solid-tumor indications after reporting a record second quarter marked by nearly $100 million in revenue and a 56% margin.
Speaking at the H.C. Wainwright 28th Annu
A volatile week saw AI regulation fears hit chip stocks before a recovery, with MarketBeat writers covering Micron, Nike, Tesla, Rocket Lab, Adobe, SpaceX and other stocks ahead of key inflation and jobs data.
United Rentals (NYSE:URI) executives said construction-equipment rental demand has exceeded the company’s expectations this year, led by an accelerating pipeline of large projects and supported by continued strength in specialty rental operations.
Speaking at a Morgan Stanley event, Chief Executive
Ionis Pharmaceuticals (NASDAQ:IONS) CEO Brett Monia outlined recent regulatory wins, commercial-launch progress and several pipeline updates at the Morgan Stanley Global Healthcare Conference, while acknowledging setbacks in late-stage cardiovascular studies.
Monia said the company has secured two
Axsome Therapeutics (NASDAQ:AXSM) executives highlighted growth across its commercial portfolio, an expanded sales force and multiple late-stage clinical programs during the H.C. Wainwright 28th Annual Global Investment Conference.
Chief Operating Officer Mark Jacobson said the company has three ma
Motorola Solutions (NYSE:MSI) is seeing continued strength in state and local public-safety budgets and good traction on the federal side, according to Executive Vice President and Chief Technology Officer Mahesh Saptharishi.
Speaking with Piper Sandler’s Jim Fish, Saptharishi said the company’s pu
CytoDyn (OTCMKTS:CYDY) Chief Financial Officer Robert E. Hoffman outlined the company’s clinical-development plans for leronlimab, a CCR5-targeting humanized monoclonal antibody being studied in metastatic colorectal cancer, triple-negative breast cancer and other solid tumors.
Speaking at the Life
Scott Kleinman, co-president of asset management at Apollo Global Management (NYSE:APO), said the firm sees a “higher for longer” interest-rate environment continuing as consumer spending, persistent inflation and investment in artificial intelligence infrastructure support economic activity.
Speak
Intellia Therapeutics (NASDAQ:NTLA) executives outlined plans for a potential launch of its hereditary angioedema treatment, lonvo-z, while discussing the company’s ongoing Phase III program in transthyretin amyloidosis and its capital position during a Morgan Stanley event.
Chief Executive Officer
KKR & Co. Inc. (NYSE:KKR) sees continued growth opportunities across private credit, asset-based finance and private investment-grade lending as higher interest rates, demand for financing and evolving institutional allocations support the asset class, according to Chris Sheldon, the firm’s Co-Head
BioCryst Pharmaceuticals (NASDAQ:BCRX) is shifting its strategy toward external innovation as it seeks to expand beyond its ORLADEYO hereditary angioedema, or HAE, franchise, newly appointed Chief Executive Officer Charlie Gayer said at a Morgan Stanley event.
Gayer, who became CEO on Jan. 1, said
HSBC (NYSE:HSBC) Group Chief Financial Officer Pam Kaur said the bank remains focused on investing in growth while maintaining cost discipline, with Hong Kong, wealth management, trade finance and the U.K. among its priority areas.
Speaking at the Barclays Global Financial Services Conference, Kaur
Arrowhead Pharmaceuticals (NASDAQ:ARWR) executives outlined early clinical data for its RNA interference dimer program, progress in the launch of plozasiran and plans for central nervous system and metabolic disease candidates during the Morgan Stanley Global Healthcare Conference.
Early Dimer Data
Huntington Bancshares (NASDAQ:HBAN) said it has revised its 2027 earnings outlook as higher-for-longer interest rates, deposit pricing pressure and competition in selected lending categories weigh on net interest margin and loan growth expectations.
Speaking at the Barclays 2026 Global Financial Se
Ciena (NYSE:CIEN) outlined financial objectives through fiscal 2029, including a target of approximately $14 billion in revenue, gross margins of about 50%, and operating margins of 32% to 35%, as the company expects demand for optical systems and interconnect products to continue outpacing industry
Arrowhead Pharmaceuticals (NASDAQ:ARWR) is expanding its commercial and clinical footprint around RNA interference therapies, with its recently launched triglyceride-lowering treatment REDEMPLO and several pipeline programs targeting cardiometabolic disease, obesity and central nervous system disord
L3Harris Technologies (NYSE:LHX) is entering its leadership transition with an emphasis on operating execution rather than further portfolio reshaping, according to Chief Financial Officer Ken Sharp.
Speaking at a Morgan Stanley aerospace and defense conference, Sharp said new Chief Executive Offic
O'Reilly Automotive (NASDAQ:ORLY) used its 2026 Analyst Day to highlight its promote-from-within culture, distribution network, store expansion plans and opportunities in Mexico and Canada, while reiterating that it would not provide new outlook or update guidance beyond its most recent earnings rel
HubSpot (NYSE:HUBS) used its Analyst Day at UNBOUND to outline an AI-focused strategy centered on what Chief Executive Officer Yamini Rangan called the “outcomes era,” in which software companies are measured less by features and more by their ability to produce measurable business results for custo
BioMarin Pharmaceutical (NASDAQ:BMRN) said it is progressing with the integration of Amicus Therapeutics while pursuing additional business-development opportunities, as executives outlined growth plans for newly acquired rare-disease products, VOXZOGO and several pipeline programs at Morgan Stanley
AMD shares rose more than 6% and Intel surged nearly 8% on Thursday, Sept. 18, after the Fed's rate decision, as investors rotated back into AI-chip stocks beyond NVIDIA.
TG Therapeutics (NASDAQ:TGTX) Chairman, President and Chief Executive Officer Mike Weiss said the company’s multiple sclerosis therapy, BRIUMVI, has captured more than one-third of the intravenous anti-CD20 market and continues to gain share as it approaches its fourth full year on the market.
Spea
Lennar's Q3 revenue fell 9.2% year over year and missed expectations, but strong buybacks, a 2.55% dividend yield, and a solid balance sheet support the stock despite near-term housing market pressures.
Bitcoin mining and digital infrastructure executives outlined how access to energized power, land and existing substations is positioning their companies to pursue artificial intelligence and high-performance computing deployments, while also warning that much of the widely cited data-center demand
Insiders at Uber, GameStop, and Welltower are buying shares, with executives boosting stakes despite mixed stock performance and, in GameStop's case, declining sales.
Braze posted strong fiscal Q2 growth and retention metrics, while peers Klaviyo and Similarweb show similar AI-driven momentum despite differing stock performance and customer engagement strategies.
NovoCure (NASDAQ:NVCR) outlined its strategy for returning its glioblastoma franchise to growth, expanding launches in pancreatic and lung cancer, and moving toward profitability during the Morgan Stanley Healthcare Conference.
Chief Executive Officer Frank Leonard said the company, founded more th
Low-cost ETFs BKLC, EDGX, and SPYM offer investors zero or near-zero expense ratios, though liquidity, fee waivers, and trading costs vary across each fund's approach.
Ryan Specialty, Kinsale Capital, and Casey's General Stores show strong asset-light, free-cash-flow-driven results, with revenue growth, margin gains, and analyst optimism supporting their outlooks.
Clover Health Investments (NASDAQ:CLOV) is positioning its Medicare Advantage business to benefit from industry pricing discipline, member retention and the maturation of member cohorts, Interim Chief Financial Officer Clay Thornton said at Jefferies’ Healthcare Services and Technology Conference in
SK hynix and Intel are in early, unfinalized talks over U.S. memory chip production at Intel's Ohio site, a deal that boosted both stocks but lacks signed terms.
M&T Bank (NYSE:MTB) Chairman and CEO René Jones said the lender is seeing broad-based loan demand in 2026, supported by what he characterized as one of the strongest operating environments of his career. He also outlined continued investment in technology, process modernization and fee-based bus
Amazon signed a supply deal worth up to $8 billion with Generac for on-site power generators to speed AWS data center buildouts, including $2.4 billion in orders for 2027-2028 and stock warrants.
As AI data centers shift from copper to optical connections, Lumentum and Coherent post strong earnings growth, with analysts maintaining Moderate Buy ratings on both stocks.
The PNC Financial Services Group (NYSE:PNC) said it remains on track to meet its previously issued third-quarter and full-year guidance, citing resilient consumer spending, broad commercial lending demand and continued momentum in its expansion markets.
Speaking at an investor conference, President
Lemonade (NYSE:LMND) Chief Financial Officer Tim Bixby said the digital insurer expects to reach a significant profitability milestone in the fourth quarter, while continuing to prioritize growth, product expansion and technology-driven underwriting.
Speaking at a company event, Bixby said he will
Align Technology (NASDAQ:ALGN) sees continued growth potential for Invisalign clear aligners in the United States and internationally despite a challenging consumer environment, Chief Financial Officer John Morici said during a Baird investor conference.
Morici said inflation and patient reluctance
GE Vernova (NYSE:GEV) expects to reach its previously stated $200 billion backlog target early in 2027, supported by continued demand for power-generation and electrification equipment, Chief Executive Officer and President Scott Strazik said at Morgan Stanley’s Laguna Conference.
The company ended
Take-Two Interactive Software (NASDAQ:TTWO) held its annual stockholder meeting virtually, with shareholders asked to vote on four proposals including the election of 10 directors, executive compensation, an officer-liability amendment and the appointment of Ernst & Young LLP as auditor for fisc
William Chalmers, chief financial officer of Lloyds Banking Group (NYSE:LYG), said the lender’s Accelerate 2030 strategy is designed to build on progress under its prior plan through customer-experience improvements, greater business-line connectivity, productivity gains and broader technology deplo
Zoetis (NYSE:ZTS) executives said the company remains confident in its previously issued guidance despite pressure in the U.S. companion-animal market, citing a weaker pet-care environment and intensified competition in dermatology and parasiticides.
Speaking at a Morgan Stanley conference, CEO Kri
Rocket Companies (NYSE:RKT) President and Chief Financial Officer Brian Brown said the company sees opportunities to gain mortgage market share despite pressure from elevated interest rates, citing its diversified revenue base, national distribution network and recently integrated businesses.
Speak
HCA Healthcare (NYSE:HCA) CFO Mike Marks said the hospital operator is navigating a changing policy environment in 2026 while continuing to see solid underlying demand for services outside of the health insurance exchanges.
Speaking at an investor conference, Marks described the expiration of enhan
Norfolk Southern (NYSE:NSC) said higher fuel prices are expected to pressure its operating ratio in the second half of the year, reversing the tailwind management had anticipated just two months earlier, while the railroad sees opportunities to gain freight share from trucking and continue investing
U.S. Bancorp (NYSE:USB) executives said the bank expects another strong quarter, supported by growth in net interest income, fee revenue and deposits, while outlining plans to expand its consumer franchise, payments capabilities and capital-markets business.
Chief Executive Officer Gunjan Kedia sai
Capital One Financial (NYSE:COF) CEO Richard Fairbank said the company continues to see consumer strength across its portfolio, with credit performance, spending trends and bank balances remaining resilient despite concerns about inflation, energy prices and broader economic uncertainty.
Speaking a
Upexi (NASDAQ:UPXI) said it strengthened its balance sheet, reduced operating expenses and continued to build its Solana treasury during fiscal 2026, though declines in digital-asset values drove a substantially wider full-year net loss.
The company’s fiscal fourth quarter ended June 30, 2026, mark
Toronto Dominion Bank (NYSE:TD) plans to open 100 new U.S. branches by the end of calendar 2028, subject to regulatory approval, as the bank resumes an expansion strategy that was paused during its anti-money-laundering remediation efforts.
Leo Salom, TD Bank’s Head of U.S. Banking, said the expans
MannKind (NASDAQ:MNKD) CFO Chris Prentiss outlined the company’s commercial and development priorities at the H.C. Wainwright Global Investment Conference, emphasizing execution following three major 2026 catalysts: expanded pediatric approval for Afrezza, the launch of FUROSCIX ReadyFlow, and Phase
Intuit (NASDAQ:INTU) used its 2026 Investor Day to outline a strategy centered on scaling its AI-driven “Intuit Intelligence” platform, expanding its mid-market and assisted-tax businesses, and restoring new customer growth after falling short of internal targets in fiscal 2026.
Chairman and CEO Sa
Northrop Grumman (NYSE:NOC) Chairman and CEO Kathy Warden said the defense contractor is operating in what she described as a robust demand environment, supported by U.S. national-security spending, international demand and growth across its four operating segments.
Speaking at a Morgan Stanley aer
Johnson & Johnson (NYSE:JNJ) Executive Vice President and Chief Financial Officer Joe Wolk said the company sees a path to growth above its previously stated 5% to 7% long-term range, supported by its pharmaceutical pipeline, medical technology portfolio and capital flexibility.
Speaking at a Deuts
Lennar (NYSE:LEN) reported third-quarter 2026 results that met its delivery guidance as the homebuilder navigated higher mortgage rates, affordability pressures and increased competition from resale homes.
Executive Chairman, CEO and President Stuart Miller said the company delivered 20,840 homes d
Aeluma stock fell after fiscal Q4 2026 earnings showed wider losses, but the photonics maker holds $56 million in cash and analysts maintain a Moderate Buy rating amid its commercialization push.
GE Aerospace (NYSE:GE) CFO Rahul Ghai said the company continues to see strong demand across commercial services, original equipment and defense programs, despite recent volatility in air traffic growth and persistent aerospace supply-chain constraints.
Speaking at a Morgan Stanley conference, Ghai
After the Senate blocked the CLARITY Act, Bitcoin, Strategy, Coinbase, and Circle fell, yet institutional buyers accumulated shares as blockchain projects like Circle's Arc launched regardless.
As Fed and inflation worries mount, Casey's General Stores, Johnson & Johnson, and PepsiCo stand out as defensive dividend payers with healthy balance sheets, growing payouts, and buyback programs.
Ford Motor (NYSE:F) is expanding its software and services strategy around commercial fleets, driver-assistance technology, vehicle maintenance and energy storage, according to Mike Aragon, the company’s President of Integrated Services.
Speaking at a Morgan Stanley conference, Aragon said Ford’s o
NEXT (LON:NXT) reported higher first-half sales and profit, led by international online growth and stronger contributions from its owned brands, while Chief Executive Simon Wolfson said the retailer had become more cautious on the U.K. consumer outlook for the second half.
Total group sales increas
After the Fed's September rate hike, oil futures show backwardation signaling lower prices ahead as demand destruction and rising non-OPEC supply threaten to undercut inflation and economic growth.
Lockheed Martin (NYSE:LMT) Chief Executive Officer Jim Taiclet outlined the defense contractor’s strategy to combine high-end weapons platforms with lower-cost autonomous and counter-drone systems, positioning the company as a “mission integrator” rather than solely a maker of individual defense pro
Apple is reportedly developing M8 Ultra-powered enterprise servers for 2029 deployment and discussing high-speed networking with NVIDIA, aiming to cut cloud costs and protect Services margins.
Federal regulators have ordered Tesla to justify the Cybercab's lack of a steering wheel and pedals by month's end, stalling TSLA's rally as investors weigh delay risk versus a manageable design fix.
