Analyst news

• Greif acquires Spanish polymer container producer Envaplast

  31-07-2026 23:01 via rocketnews.com
  
  Greif Inc. reported fiscal third-quarter 2026 results showing operational improvements driven by cost discipline and execution, with net sales reaching $1.17 billion, representing a 3.5% increase compared to the same period last year. Net income rose to $81.6 million from $61 million in fiscal Q3 2025.
  President and Chief Executive Officer Ole Rosgaard attributed the gains to disciplined execution rather than strengthening market conditions. He highlighted several achievements, including adjust
  
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• What Does Planet Labs CFO Ashley Johnson’s Sale of Shares Worth $2.4 Million Mean for Investors?

  02-08-2026 23:02 via rocketnews.com
  
  Ashley F. Johnson, President and Chief Financial Officer of Planet Labs PBC, executed a stock sale on July 23, 2026, disposing of roughly 110,000 shares of Class A Common Stock for a combined value of $2.4 million. The transaction was completed at a weighted average price of $22.08 per share, with the sale comprised of both directly held shares and shares held indirectly through a revocable trust structure.
  The sale was conducted under a Rule 10b5-1 trading plan that had been established on Apr
  
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• Three GlobalFoundries Directors Posted Insider Transactions on the Same Day. Here’s What It Actually Means

  02-08-2026 23:02 via rocketnews.com
  
  Camilla Languille, a director of GlobalFoundries Inc., reported the disposition of 1,671 shares on July 29, 2026, according to SEC filings. The transaction was valued at approximately $81,912. Following the sale, Languille directly held 7,559 ordinary shares, with an additional 8,526 restricted stock units scheduled to vest in tranches through July 2027, contingent on continued service.
  The share disposition occurred through a non-discretionary mechanism wherein GlobalFoundries withheld shares
  
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• Rolls-Royce CEO says major hyperscaler nuclear deal is imminent as data center demand soars

  02-08-2026 23:02 via rocketnews.com
  
  Rolls-Royce is expanding its presence in the artificial intelligence infrastructure market through its power systems division, with leadership indicating that significant customer agreements with major data center operators are on the horizon. Chief Executive Tufan Erginbilgic stated during an analyst call that the company anticipates internal approval for a major hyperscaler framework agreement early the following week and is already accepting orders for data center applications intended for 2
  
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• Meta sinks 8%, continuing record losing streak, while Microsoft jumps 15% as AI trade splits

  02-08-2026 23:02 via rocketnews.com
  
  Microsoft posted fourth-quarter fiscal results that exceeded analyst expectations, driving a significant rally in its stock price on Thursday. The company reported revenue that beat forecasts and achieved 43% growth in its Azure cloud division, which also outperformed market projections. The software giant noted that its Microsoft 365 Copilot AI assistant had accumulated over 30 million paid seats, representing an increase from more than 20 million in April. Industry analysts highlighted that M
  
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• Jeep maker Stellantis swings to profit on rising demand in North America

  02-08-2026 23:02 via rocketnews.com
  
  Stellantis reported a return to profitability in the second quarter, with the multinational automaker posting net profit of 293 million euros compared to a loss of 1.87 billion euros in the same period a year earlier. The swing to profitability was driven by rising demand in North America, and the company indicated early signs of benefitting from Chief Executive Officer Antonio Filosa’s restructuring initiatives.
  Adjusted operating income more than tripled to 773 million euros in the Apri
  
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• Humana tops quarterly estimates, maintains profit outlook as medical costs stay in line

  02-08-2026 23:02 via rocketnews.com
  
  Humana released second-quarter financial results that surpassed analyst expectations, driven by solid performance across its insurance operations and CenterWell healthcare services division. The health insurer reported net income of $694 million, or $5.73 per share, compared with $545 million, or $4.51 per share, in the prior-year period. On an adjusted basis excluding amortization and impairment charges, the company earned $7.61 per share. Revenue increased to $40.87 billion from $32.39 billio
  
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• How NBCUniversal’s deal with YouTube could jump-start the next chapter of the streaming wars

  02-08-2026 23:02 via rocketnews.com
  
  NBCUniversal reached an agreement with YouTube Premium to integrate Peacock content into YouTube’s subscription offering, starting early next year. Under the arrangement, YouTube Premium subscribers in the United States will gain access to Peacock Premium programming at no additional cost beyond their existing $15.99-per-month subscription. This integration will make Peacock content, including shows such as “Love Island USA” and the Real Housewives franchise, directly accessib
  
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• GlobalFoundries Stock Has Slid Below $50. What an Insider Filing Does and Doesn’t Tell You

  02-08-2026 23:02 via rocketnews.com
  
  Marc Antaki, a director of GlobalFoundries Inc., executed a sale of 1,671 ordinary shares on July 29, 2026, at a weighted average price of $49.02 per share. The transaction was non-discretionary, conducted to cover tax withholding obligations associated with the vesting and settlement of restricted stock units. Following the sale, Antaki retained 9,202 shares held directly and had approximately 9,262 unvested RSUs with settlement tranches scheduled for April and July 2027.
  GlobalFoundries opera
  
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• CoreWeave Just Scored a Leidos Partnership. What That Means for CRWV Stock Here.

  02-08-2026 23:01 via rocketnews.com
  
  CoreWeave announced a partnership with Leidos Holdings to deliver artificial intelligence cloud services to United States federal agencies, enabling them to deploy and operate AI infrastructure at scale. The agreement specifically addresses requirements from the U.S. Intelligence Community and Department of Defense, marking an expansion of CoreWeave’s addressable market beyond its existing commercial customer base.
  The stock responded positively to the announcement, rising 21.5% intraday
  
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• Starbucks raises full-year outlook as CEO tells CNBC the chain is winning back customer loyalty

  02-08-2026 13:02 via rocketnews.com
  
  Starbucks elevated its fiscal 2026 adjusted earnings per share outlook to a range of $2.55 to $2.65, compared with the prior guidance of $2.25 to $2.45. The company also increased projections for same-store sales growth, now expecting global increases of nearly 6% and U.S. growth exceeding 6%, up from previous forecasts of at least 5% for both metrics.
  The coffee chain reported third-quarter results that surpassed Wall Street expectations. Net income attributable to Starbucks reached $1.05 bill
  
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• Microsoft jumps 8% as it boosts capital spending plans, citing demand

  02-08-2026 13:02 via rocketnews.com
  
  Microsoft’s stock rose 8% in extended trading following the disclosure of financial results for the fiscal quarter ending June 30. The company reported revenue growth of approximately 18% year over year, with net income reaching $35.77 billion, or $4.81 per share, compared with $27.23 billion, or $3.65 per share, in the corresponding period a year earlier. The company benefited from a $3.2 billion gain tied to its investment in artificial intelligence firm Anthropic and lower-than-anticip
  
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• Meta’s stock drops on disappointing guidance, dwindling free cash flow

  02-08-2026 13:02 via rocketnews.com
  
  Meta shares fell in extended trading after the company provided a disappointing revenue outlook and reported a substantial decline in free cash flow. The technology firm projected quarterly revenue between $61 billion and $64 billion, with a midpoint of $62.5 billion, falling short of analyst expectations for $63.15 billion according to LSEG. The guidance acknowledged an approximate 1% currency headwind to year-over-year revenue growth based on current exchange rates.
  Daily active people across
  
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• Chipotle stock jumps as chain hikes same-store sales forecast, says cyclospora fears hit sales in late July

  02-08-2026 13:02 via rocketnews.com
  
  Chipotle Mexican Grill announced an elevated outlook for same-store sales growth in 2026, shifting from a previous expectation of flat performance to projecting a low single digit percentage increase. The adjustment followed the company’s second-quarter results, which topped analyst expectations on both earnings and revenue metrics.
  The company reported second-quarter net income of $403.5 million, representing 32 cents per share, compared with $436.1 million or 32 cents per share in the y
  
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• US Treasury intervenes to support yen after Japan steps in, FT reports

  02-08-2026 13:01 via rocketnews.com
  
  The U.S. Treasury intervened in currency markets on Friday to support the yen, according to reporting by the Financial Times. The Federal Reserve Bank of New York executed sales of euros in exchange for yen on behalf of the Treasury through Goldman Sachs and Morgan Stanley, though the specific volume of the transaction was not disclosed. Earlier that day, the Treasury had alerted multiple banks to prepare for potential market intervention.
  A photograph of Treasury Secretary Scott Bessent’
  
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• Trumpflation Is Evolving Into a 3-Headed Monster, and Wall Street Will End Up Paying the Price

  02-08-2026 13:01 via rocketnews.com
  
  U.S. inflation has risen significantly above the Federal Reserve’s long-term 2% target, reaching 4.2% on a trailing 12-month basis in May before moderating slightly to 3.5% in June. The inflationary pressures stem from three primary sources, collectively referred to as Trumpflation.
  The first driver is the energy sector disruption resulting from geopolitical tensions. Following military actions in the region, Iran closed the Strait of Hormuz to most maritime traffic, halting the daily tra
  
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• Qualcomm to raise prices during memory crunch as chipmaker issues light earnings guidance

  02-08-2026 13:01 via rocketnews.com
  
  Qualcomm reported fiscal third-quarter earnings that met analyst expectations on Wednesday, though the company’s outlook for the following quarter proved less optimistic than anticipated. The semiconductor manufacturer attributed the conservative guidance to ongoing supply constraints affecting computer components, particularly memory chips. Share prices declined in after-hours trading following the announcement.
  Executive leadership outlined plans to mitigate margin compression through p
  
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• J.P. Morgan drops Fed rate bombshell over Warsh, inflation

  02-08-2026 13:01 via rocketnews.com
  
  The Federal Reserve’s policy committee voted 9-3 on July 29 to maintain short-term benchmark interest rates steady, with the Personal Consumption Expenditure price index showing a month-over-month decline of 0.1% in June and a year-over-year decrease from 4.1% to 3.7%. However, Fed Chair Kevin Warsh’s remarks during his second Fed Day generated significant market concern by leaving questions unanswered regarding whether the PCE index would continue as the central bank’s prefer
  
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• Jersey Mike’s employees may see a 200% bonus post-IPO — how majority shareholder Blackstone is sharing profits

  02-08-2026 13:01 via rocketnews.com
  
  Jersey Mike’s Subs completed its initial public offering on July 30, achieving a valuation of approximately $7 billion. The sandwich chain, which began as a single shop purchased by founder Peter Cancro at age 17 and has since expanded to nearly 3,300 locations, marked a significant milestone as the first publicly traded company to emerge from Blackstone’s broad-based employee ownership initiative.
  Blackstone announced in May 2024 that all future U.S. private equity control investme
  
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• Carvana stock falls as auto retailer’s 2026 earnings guidance misses Wall Street’s expectations

  02-08-2026 13:01 via rocketnews.com
  
  Carvana experienced a significant decline in share price during after-hours trading following the release of its second-quarter results and full-year guidance. The company projected annual earnings between $2.7 billion and $3 billion, a figure that fell short of several Wall Street forecasts. Analyst estimates had ranged from $3 billion to $3.2 billion at Deutsche Bank and $4.45 billion at Morgan Stanley. The stock initially dropped more than 20% following the announcement, though it recovered
  
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• Silicon Motion Crushed Earnings and Surprised Memory Chip Bears

  01-08-2026 23:01 via rocketnews.com
  
  Silicon Motion Technology reported second-quarter financial results that exceeded analyst expectations, demonstrating robust demand in the memory chip sector. The company posted sales of $451 million, representing a 127% year-over-year increase and surpassing the $411 million guidance the company had provided during its first-quarter earnings report. Sequential growth reached 32% during the quarter.
  The company’s leadership indicated that momentum would extend well beyond the current year
  
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• JPMorgan Predicted Up to $8 Billion of Year-One XRP ETF Inflows. Here’s Why Inflows Are Stuck at $1.5 Billion

  01-08-2026 23:01 via rocketnews.com
  
  JPMorgan and Standard Chartered issued forecasts in early 2025 projecting that spot XRP exchange-traded funds would attract between $4 billion and $8 billion in their first year of trading. These estimates were based on historical inflow patterns observed in Bitcoin and Ethereum ETFs, which captured approximately 6% and 3% of their respective market capitalizations in their inaugural years. When XRP ETFs launched in mid-November, the predictions appeared potentially achievable, with the funds r
  
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• How Leopold Aschenbrenner built a $45 billion AI hedge fund — and lost most of it in days

  01-08-2026 23:01 via rocketnews.com
  
  Leopold Aschenbrenner, a former OpenAI researcher who gained prominence for his 165-page essay on artificial superintelligence, experienced a dramatic reversal of fortune this week when his AI-focused hedge fund faced significant losses. Situational Awareness, named after his viral June 2024 manifesto, had accumulated $45 billion in assets at its peak earlier in the month but was forced to divest substantially after margin pressures mounted.
  The fund’s collapse stemmed from exposure to le
  
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• Ford raises guidance after Q2 earnings beat, says F-Series recovery is on track

  01-08-2026 23:01 via rocketnews.com
  
  Ford Motor increased its full-year earnings forecast following second-quarter results that exceeded analyst expectations, despite reporting a revenue decline that marginally fell short of estimates. The Detroit automaker’s stock gained nearly 7% in after-hours trading following the announcement.
  The company raised its full-year adjusted earnings before interest and taxes to a range of $10 billion to $11 billion, up from the previous guidance of $8.5 billion to $10.5 billion. Ford also inc
  
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• This Chinese computer chip maker burned through $5 billion in a decade — then made it all back in a single quarter

  01-08-2026 13:01 via rocketnews.com
  
  ChangXin Memory Technologies (CXMT), a Chinese memory chip manufacturer based in Hefei, transitioned from sustained losses to profitability driven by surging demand for dynamic random-access memory (DRAM) from artificial intelligence data centers. The company had accumulated approximately $5 billion in losses over the preceding decade before experiencing a dramatic reversal in fortune.
  CXMT’s revenues expanded 700% between 2025 and 2026, generating $7.5 billion in revenues during the firs
  
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• The AI spending boom is weakening one of stocks’ biggest tailwinds: One Big Investment Idea

  01-08-2026 13:01 via rocketnews.com
  
  The financial landscape for stock investors is shifting as companies increasingly prioritize capital expenditures over share repurchases. For years, corporate buyback programs reduced the total number of outstanding shares, which mathematically increased earnings per share even when companies’ actual profits remained relatively flat. This mechanism served as a significant tailwind for stock valuations across the market.
  However, the calculation has changed. Despite companies continuing to
  
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• Global equity fund inflows surge to three week highs

  01-08-2026 13:01 via rocketnews.com
  
  Global equity funds experienced significant inflows during the week ending July 29, attracting net purchases of $27.21 billion according to LSEG Lipper data. This represented the largest weekly net purchase since July 8, reflecting renewed investor confidence in equities across multiple regions.
  U.S. equity funds led the recovery, drawing $11.83 billion in net inflows during the week. This reversed a combined outflow of $10.68 billion recorded over the previous two weeks. European equity funds
  
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• Coca-Cola Just Raised Its Full-Year Guidance. Here’s How Much $30,000 Invested Pays in Quarterly Dividends.

  01-08-2026 13:01 via rocketnews.com
  
  Coca-Cola delivered solid second-quarter financial results, generating $13.4 billion in revenue and reporting per-share earnings of $0.97 for the three-month period ending in June. Both figures surpassed analyst expectations, with revenue anticipated at just under $13.2 billion and earnings per share forecast at $0.93. Unit volume expanded 5% compared to the prior year, while profit margins experienced modest widening.
  Following the strong quarterly performance, the company elevated its full-ye
  
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• ADNOC Buys Five Supertankers as Hormuz Crisis Tightens Shipping

  01-08-2026 13:01 via rocketnews.com
  
  ADNOC Logistics and Services, the shipping subsidiary of Abu Dhabi’s national oil company, acquired five very large crude carriers from Frontline Plc in a transaction valued at roughly $590 million, according to reporting based on sources familiar with the arrangement. The purchase reflects efforts to enhance the company’s capacity to transport crude oil amid regional supply chain pressures.
  The UAE has substantially increased crude oil output following its departure from OPEC earli
  
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• Visa is cutting 7% of employees in efficiency push as AI reshapes work

  31-07-2026 23:01 via rocketnews.com
  
  Visa stated it would reduce its workforce by roughly 7%, affecting approximately 2,600 employees, primarily in technology and product operations divisions. The payments network operator, which employed about 34,100 people at the conclusion of its last fiscal year, initiated the reduction process to streamline operations and reallocate resources toward priority business areas.
  CEO Ryan McInerney characterized the restructuring as part of an evolution in how the company operates, noting that arti
  
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