Analyst news

• Airline profits hit turbulence from Q1’s ‘parade of horribles’

  12-03-2025 14:00 via rocketnews.com
  TD Cowen analysts expect airline stocks to remain volatile.
  Article Attribution | Read More at Article Source
  The post Airline profits hit turbulence from Q1’s ‘parade of horribles’ appeared first on RocketNews.
  
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• Wheat Starting off Monday with Gains

  22-09-2026 23:04 via rocketnews.com
  
  Wheat futures opened the trading week with modest gains ranging from 6 to 8 cents per bushel across major exchanges. This movement followed a period of decline during the preceding week, when the wheat complex experienced weakness across all three trading venues.
  Prior to the weekend, Chicago SRW wheat had declined 6 to 13 cents, with December contracts down 11 cents from the previous Friday. Kansas City HRW futures fell 2 1/4 to 10 3/4 cents during the session, registering a weekly loss of 14
  
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• Soybean Bulls Bouncing Higher on Monday Morning

  22-09-2026 23:04 via rocketnews.com
  
  Soybean futures were trading higher at the start of the week, gaining 9 to 11 cents across contracts. The rebound followed weakness on Friday, when contracts declined 9 to 17 cents, though November futures managed a 7 cent gain for the week. Open interest fell by 10,591 contracts, primarily in nearby months, indicating some long positions were being liquidated, though buying resumed on Monday.
  The cmdtyView national average cash soybean price declined 16 1/4 cents to $12.44 1/4. Soybean meal fu
  
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• MicroStrategy Ends Two-Week Pause With 950 Bitcoin: Is the Buying Engine Stalling?

  22-09-2026 23:04 via rocketnews.com
  
  Strategy, formerly known as MicroStrategy, purchased 950 Bitcoin during the week ending September 20, marking the resumption of acquisitions following a two-week gap in buying activity. The company valued the purchase at approximately $77 million based on a bitcoin price of $81,200 used in its Monday filing. The acquisition also included $174 million in repurchases of Variable Rate Series A Perpetual Stretch Preferred Stock, a Nasdaq-listed share class the company designed to trade near $100 pe
  
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• Veeco Instruments (VECO): Results Far Exceed Expectations Amid Memory Capacity Boom

  22-09-2026 23:03 via rocketnews.com
  
  Riverwater Partners disclosed its Sustainable Value Strategy Q2 2026 investor letter, noting that small-cap equities achieved their best first-half performance since 1991, with the Russell 2500 Value Index advancing 17%. The strategy’s performance lagged its benchmark during the second quarter, primarily due to stock selection factors. The technology sector emerged as the strategy’s largest overweight position at 17% of holdings, a shift influenced by index reconstitution that reduc
  
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• Kalshi asks CFTC to allow margin trading on prediction markets

  22-09-2026 23:03 via rocketnews.com
  
  Kalshi submitted a filing with the Commodity Futures Trading Commission on Tuesday requesting authorization to provide leverage on its event contracts. The submission came through Kalshi Klear, the company’s internal clearinghouse, and represents an effort to expand the functionality available to traders on the platform.
  Margin trading involves using borrowed capital to gain exposure beyond what a trader’s own funds would permit. This practice is commonplace in equities and derivati
  
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• How to Trade Currency: A Step-by-Step Guide for Beginners

  22-09-2026 15:45 via litefinance.org
  
  Countless books have been written about how to trade currencies, but only a few explain Forex trading in simple terms, without complicated jargon or promises of easy money. Currency trading can be profitable, but success requires knowledge, skill, discipline, and patience.This article explains what currency trading is, how to trade currency, how the foreign exchange market differs from the stock market, and how beginners can approach Forex trading while reducing the risk of losing their initial
  
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• Why AMD’s new $1 trillion valuation makes perfect sense

  22-09-2026 13:06 via rocketnews.com
  
  AMD achieved a historic milestone on Monday when its market capitalization crossed the $1 trillion threshold for the first time, with the stock climbing 9.9% during a broader technology sector rally. The company’s year-to-date stock performance has significantly outpaced rival Nvidia, with shares rising 185% compared to a 22% gain for the competitor.
  The chipmaker’s strong valuation reflects a series of operational and financial achievements throughout the year. In its second-quarte
  
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• TSMC Spent $15.59 Billion on CapEx in a Single Quarter, 42% More Than the Quarter Before. Here’s What It Means For the Stock.

  22-09-2026 13:06 via rocketnews.com
  
  Taiwan Semiconductor Manufacturing Company reported record quarterly capital spending of $15.59 billion in the June 2026 quarter, marking its highest outlay in the past eight quarters and representing a 42% increase from the prior quarter’s $10.98 billion. The elevated investment reflected the company’s third adjustment to its 2026 capital expenditure budget this year, increasing the target range to $60 billion to $64 billion from an initial $52 billion guidance. Chief Executive Off
  
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• Rising Treasury Yields Are Wreaking Havoc on the Bond Market. Here’s How It Could Affect Stock Investors.

  22-09-2026 13:06 via rocketnews.com
  
  Rising interest rates have produced significant disruptions across both fixed-income and equity markets. The yield on 30-year Treasury securities climbed to 5.35%, marking a 19-year high and shifting the landscape for investors seeking income-producing assets. This rate environment has eroded the market value of existing bond holdings, with the average 30-year Treasury declining approximately 5% in value over the preceding year—a notable loss for instruments typically characterized by pri
  
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• Meridian Mining shares jump 10% as Cabaçal study points to $2bn value

  22-09-2026 13:06 via rocketnews.com
  
  Meridian Mining Plc, listed on exchanges in London and Toronto, released results from a definitive feasibility study on its Cabaçal project located in Brazil’s Mato Grosso state. The comprehensive assessment valued the gold-copper-silver deposit at more than $2 billion, prompting a 10% increase in the company’s share price to 109p in early trading.
  The study calculated the project’s after-tax net present value at $2.09 billion using a 5% discount rate, alongside an inte
  
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• Corporate bond buyers get picky with flood of AI debt

  22-09-2026 13:06 via rocketnews.com
  
  The investment-grade corporate bond market has bifurcated as institutional investors adopt divergent approaches to debt issued by artificial intelligence-focused companies versus traditional borrowers. Portfolio managers indicated they do not harbor credit quality concerns regarding hyperscalers and other AI-related enterprises. Rather, the substantial and difficult-to-predict borrowing requirements necessary to finance data centers, semiconductors, and AI infrastructure have motivated fixed in
  
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• Morning Bid: As oil swoons, AI recharges

  22-09-2026 13:05 via rocketnews.com
  
  Equity markets received a boost from enthusiasm surrounding Meta’s latest artificial intelligence offering and weakness in crude oil prices. Meta’s new AI agent Muse generated substantial investor interest, driving the company’s shares up more than 11% on Monday. The positive reception extended across the technology sector, with semiconductor manufacturers gaining ground and chip stocks reaching fresh highs. Advanced Micro Devices joined the ranks of trillion-dollar-valued com
  
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• Yen Slides as BoJ Hesitates. Forecast as of 22.09.2026

  22-09-2026 12:01 via litefinance.org
  
  If the US Treasury pushes the Bank of Japan to raise interest rates aggressively while Sanae Takaichi's government fuels dissent within the BoJ's policy-making ranks, breaking the USD/JPY uptrend could prove difficult. Let's analyze the situation and develop a trading plan.Major Takeaways The Bank of Japan raised its overnight rate to 1.25%. Dissenting Board of Governors members caused the yen to fall. The derivatives market does not believe the cycle will continue in October. Long positions can
  
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• Short-Term Analysis for BTCUSD, XRPUSD, and ETHUSD for 22.09.2026

  22-09-2026 09:00 via litefinance.org
  
  Dear readers,I've prepared a short-term forecast for Bitcoin, Ripple, and Ethereum based on Elliott Wave analysis.Major Takeaways BTCUSD: The price continues to rise in a bullish correction (B). Consider long positions with a Take Profit at 88,096.74. XRPUSD: The asset continues to rise in impulse [C] of XX. Consider long positions with a Take Profit at 1.694. ETHUSD: The rise in the fifth part of a bullish impulse continues. Consider long positions with a Take Profit at 2,859.38.Elliott Wave An
  
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• Short-Term Analysis for Oil, Gold, and EURUSD for 22.09.2026

  22-09-2026 08:57 via litefinance.org
  
  Welcome, my fellow traders! I have prepared a price forecast for US Crude, XAUUSD, and EURUSD using a combination of the margin zones method and technical analysis. Based on the market analysis, I have identified entry signals for intraday traders.Yesterday, gold hit the first target for the short trades opened at resistance B.Major Takeaways USCrude: Oil is correcting higher today. XAUUSD: Gold has reached its first downside target of 4,325. EURUSD: The euro is consolidating near the Targe
  
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• Euro Under Pressure as Investors Embrace US Assets. Forecast as of 22.09.2026

  22-09-2026 08:43 via litefinance.org
  
  Will Germany follow in the UK's footsteps? Could the German chancellor be replaced in order to save the ruling party? If so, continued capital outflows from Europe to the US could put further pressure on the EUR/USD. Let's examine this scenario and develop a trading plan.Major Takeaways The likelihood of a Fed rate hike in October–December is increasing. Capital inflows are supporting the US dollar. Rising political risks in Germany are weighing on the euro. Short positions can be opened w
  
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• Regions Financial Eyes 150 New Branches as Deposit Strength Supports Growth

  21-09-2026 23:03 via rocketnews.com
  
  Regions Financial announced plans to expand its physical footprint by adding between 130 and 150 branches over the next three to four years as the bank responds to heightened competition across its 15-state operating region, which includes the Southeast, Texas and Midwest. The branch expansion is part of a broader strategy to retain customers, recruit additional bankers and invest in technology infrastructure amid an increasingly competitive banking environment.
  Deposit trends remained construc
  
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• Nissan eyes increasing U.S. production as new Rogue hybrid launches

  21-09-2026 23:03 via rocketnews.com
  
  Nissan Motor announced plans to expand its U.S. production capacity as it introduced the 2027 Rogue crossover equipped with a new hybrid powertrain. Christian Meunier, chairman of Nissan Americas, stated that the company is currently operating at maximum capacity at its facilities and indicated that a third production shift would be the next phase, which he anticipated could be implemented relatively quickly following the hybrid launch.
  The automaker currently operates two production shifts at
  
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• How the 3M Stock Turnaround Is Happening Faster Than Expected

  21-09-2026 23:03 via rocketnews.com
  
  Industrial conglomerate 3M has demonstrated accelerating progress in its business turnaround, according to recent financial results and strategic updates. The company has worked through a period of significant litigation challenges, including settlements exceeding $10 billion related to water contamination claims involving PFAS chemicals and additional payments to veterans regarding defective earplugs. Management indicated the company is moving beyond this phase as stakeholders redirect attenti
  
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• Eli Lilly CEO says 700,000 new seniors have started GLP-1s after Medicare coverage, and 70% are on Lilly drugs

  21-09-2026 23:03 via rocketnews.com
  
  Eli Lilly Chief Executive Dave Ricks disclosed in an interview that approximately 700,000 seniors have initiated GLP-1 treatments since Medicare expanded coverage of obesity drugs, with the vast majority of new patients selecting Lilly products. Ricks characterized the coverage expansion as positive for the company and the broader market, noting the rollout has proceeded largely as anticipated.
  The coverage operates through a temporary program called “Bridge,” which enables qualifyi
  
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• UBS Raises Palladium Price Forecasts as Supply Constraints Tighten Market Outlook

  21-09-2026 13:03 via rocketnews.com
  
  UBS increased its palladium price targets, raising projections for December 2026 and March 2027 by $200 per ounce each, while boosting its June 2027 forecast by $100 per ounce. The bank attributed the upgrades to tighter physical market conditions and more resilient demand than the bank had previously anticipated.
  Palladium consumption patterns have evolved differently than UBS initially projected. Global demand fell only modestly in 2025 and is expected to remain broadly stable in 2026. The tr
  
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• Telix to acquire ITM in deal worth up to $2.35bn

  21-09-2026 13:03 via rocketnews.com
  
  Telix Pharmaceuticals, an Australian pharmaceutical company, entered into an agreement to acquire ITM Isotope Technologies Munich for total consideration reaching up to $2.35bn. The transaction combines Telix’s existing pharmaceutical operations with ITM’s radioisotope manufacturing business and late-stage drug candidate ITM-11.
  The deal structure involved an upfront payment of $1.65bn on a cash-free, debt-free basis, with additional contingent payments of up to $700m tied to regula
  
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• Oil Prices Fall to 11-Day Low as Investors Assess US-Iran Diplomacy and Saudi Exports

  21-09-2026 13:03 via rocketnews.com
  
  Oil futures declined to their lowest levels in 11 days during trading on Monday, with both major benchmarks dropping approximately 2% as market participants reassessed geopolitical risks and supply dynamics in the Middle East.
  November Brent crude futures fell $2.12 per barrel to $101.75, while the October WTI contract declined $1.96 to $98.34 a barrel, with the November contract trading at $94.16. The selloff reflected reduced expectations of an immediate escalation in tensions between the Uni
  
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• Apple iPhone 18 Pro Delivery Times Lengthen in Second Week, JPMorgan Says

  21-09-2026 13:03 via rocketnews.com
  
  Estimated delivery windows for Apple’s iPhone 18 Pro models lengthened substantially during their second week of availability, according to research published by JPMorgan. The bank’s analysis indicated that average delivery times for the iPhone 18 Pro increased to 23 days from seven days during the initial ordering period, while Pro Max models saw waiting periods climb to 30 days from 19 days.
  Geographic variations in delivery estimates emerged across major markets. In the United St
  
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• Accenture Shares Rise 6% Premarket Following $1 Billion AI Safety Partnership With Anthropic

  21-09-2026 13:03 via rocketnews.com
  
  Accenture shares climbed roughly 6% during premarket trading after Anthropic disclosed a strategic partnership focused on artificial intelligence safety assessments. The arrangement, which was announced on 18 September, establishes a framework for the IT services company to conduct independent evaluations of Anthropic’s AI models over an extended period.
  Both organizations committed to investing at least $1 billion each over the following five years to build out capacity for independent A
  
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• Swiss Franc Stages Comeback. Forecast as of 21.09.2026

  21-09-2026 11:50 via litefinance.org
  
  Due to its high liquidity, the yen is a natural choice as a funding currency for carry trades. However, using the Swiss franc in the same role may carry significant risks, particularly given heightened geopolitical and political uncertainty. Let's examine this issue and develop a trading plan for the EUR/CHF and USD/CHF.Major Takeaways Switzerland's economy is picking up speed. Using the franc in carry trades is risky. The SNB may surprise markets in September. A successful test of 0.934 could p
  
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• Tesla (TSLA) Stock Forecast for 2026, 2027, 2028–2030

  21-09-2026 11:32 via litefinance.org
  
  Tesla stands out in the market due to its innovations in electric vehicles, solar power, and artificial intelligence. Yet, how will these factors affect its stock price in the long term? This analysis aims to forecast TSLA's stock price from 2026 to 2050, carefully considering technological advancements, shifts in the economic landscape, and the evolving competitive environment.This article explores various scenarios and factors that may impact Tesla's future trajectory, providing a detaile
  
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• Short-Term Analysis for Oil, Gold, and EURUSD for 21.09.2026

  21-09-2026 09:36 via litefinance.org
  
  Welcome, my fellow traders! I have prepared a price forecast for US Crude, XAUUSD, and EURUSD using a combination of the margin zones method and technical analysis. Based on the market analysis, I have identified entry signals for intraday traders.Oil has broken through the key support of the short-term uptrend.Major Takeaways USCrude: Oil has entered a downtrend. XAUUSD: Gold is falling after testing the trend boundary at 4,415–4,398.  EURUSD: The euro is trading near the lower
  
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• Short-Term Analysis for BTCUSD, XRPUSD, and ETHUSD for 21.09.2026

  21-09-2026 09:23 via litefinance.org
  
  Dear readers,I've prepared a short-term forecast for Bitcoin, Ripple, and Ethereum based on Elliott Wave analysis.Major Takeaways BTCUSD: The price continues to rise in a bullish correction (B). Consider long positions with a Take Profit at 85,584.30. XRPUSD: The asset continues to rise in impulse [C] of XX. Consider long positions with a Take Profit at 1.694. ETHUSD: The rise in the fifth part of a bullish impulse continues. Consider long positions with a Take Profit at 2,859.38.Elliott Wave An
  
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