Analyst news

• Strong US dollar a threat to Trump campaign pledges

  14-04-2017 09:59 via yahoo.com
  
  President Donald Trump takes credit for revitalizing the US economy even though he has not yet been in office for 100 days.Consumer sentiment and Wall Street have both hit successive records, boosted by Trump's promises of tax cuts, infrastructure spending and slashed regulation."The dollar is high because the US economy is a stronger performer right now than any other advanced economy," said Barry Bosworth, a senior fellow at the Brookings Institution.
  
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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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• US Dollar Regains Momentum as Fed Turns Hawkish. Forecast as of 21.09.2026

  21-09-2026 08:27 via litefinance.org
  
  The increase in the federal funds rate, coupled with Kevin Warsh's hawkish rhetoric, surprised speculators who had been selling the US dollar for seven consecutive weeks. Let's examine the situation and develop a trading plan for the EUR/USD pair.Major Takeaways The dollar posted its best performance in three weeks. The Fed didn't just raise rates—it also restored confidence. Other central banks are not going to stop there. Long positions can be opened above 1.1495.Weekly Fundamental Forec
  
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• Potential AI slowdown is not ‘end of the world’ for data center real estate, says Digital Realty CEO

  20-09-2026 23:05 via rocketnews.com
  
  Concerns about a potential slowdown in artificial intelligence advancement sparked declines in data center stocks, including shares of major real estate investment trusts Digital Realty and Equinix. Industry forecasts project that AI could represent approximately 70% of global data center capacity demand by 2030, with total capital investment needs reaching nearly $7 trillion and real estate comprising about $3 trillion of that total over five years.
  Digital Realty CEO Andrew Power stated in an
  
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• Sabre (SABR) Prices $1.35B of Secured Notes. Is the Breathing Room Worth the Cost?

  20-09-2026 23:04 via rocketnews.com
  
  Sabre Corporation announced the pricing of a $1.35 billion offering of 9.875% senior secured notes on September 15 through its subsidiary, with the notes set to mature on October 15, 2032. The offering was increased from an originally planned $1.1 billion. Closing was expected to occur on September 28, subject to customary conditions. The company intends to use proceeds primarily to refinance $1 billion of existing 11.125% secured notes maturing in 2029, along with purchasing other debt obligat
  
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• Investors Can Now Invest in the Surging Tron Cryptocurrency Via an ETF. Here’s What Crypto Investors Need to Know.

  20-09-2026 23:04 via rocketnews.com
  
  The cryptocurrency exchange-traded fund market expanded with the introduction of the Canary Staked TRX ETF (NYSEMKT: TRXS), marking the first fund dedicated to Tron (CRYPTO: TRX). The fund launched on Sept. 8 and accumulated $50.3 million in assets under management by Sept. 16, representing a strong initial performance for a product from a relatively new ETF issuer.
  The fund operates with two primary objectives: providing investors with exposure to Tron and generating additional returns through
  
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• Axon Enterprise (AXON) Prices $1B of Zero-Coupon Notes. What is the Real Cost?

  20-09-2026 23:04 via rocketnews.com
  
  Axon Enterprise announced pricing of $1 billion in zero-coupon convertible senior notes on September 16, with settlement expected on September 18. Underwriters also received an option to purchase an additional $150 million to cover over-allotments.
  After underwriting discounts and estimated offering expenses, Axon expects to retain approximately $986 million in gross proceeds. The company incurred $99.9 million in capped-call transactions, leaving approximately $886.1 million available for gene
  
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• Wheaton’s (WPM) Profits Nearly Doubled While Its Cash Pile Shrank To $100M

  20-09-2026 13:03 via rocketnews.com
  
  Wheaton Precious Metals reported second-quarter results on August 6 that marked record profitability for the precious metals streaming company. Net earnings reached $543 million on $929 million in revenue, with first-half earnings climbing 106% to $1.1 billion. The company generated $650 million in operating cash flow during the quarter and $1.4 billion for the half-year period.
  The earnings surge was driven primarily by a significant increase in metal prices rather than volume growth. The comp
  
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• Strategy Stock’s 16% Jump Yesterday Traces Back to a House Committee Vote.

  20-09-2026 13:03 via rocketnews.com
  
  Strategy stock climbed 16% to close at $154 on September 18, driven by developments in cryptocurrency policy and the company’s status as a leveraged Bitcoin proxy. The equity gains followed Bitcoin’s recovery above $80,000 on short covering in the derivatives market, amplified by two regulatory actions within 48 hours. On September 16, the House Financial Services Committee voted 28-21 to advance a bill establishing a federal Strategic Bitcoin Reserve with mandatory 20-year custody
  
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• Royal Caribbean’s (RCL) $1.25B Debt Deal Hides A Bigger Story

  20-09-2026 13:03 via rocketnews.com
  
  Royal Caribbean Group completed a $1.25 billion debt offering on August 20, issuing notes carrying a 5.55% coupon maturing on January 20, 2034. The proceeds were designated for repaying floating-rate term loans and refinancing other debt obligations under a shelf registration established on February 29, 2024.
  The cruise operator reported strong operational performance in the second quarter, posting adjusted earnings per share of $4.21 and raising full-year adjusted earnings guidance to a range
  
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• Republic Services (RSG) Is Winning On Price While Volumes Slip

  20-09-2026 13:03 via rocketnews.com
  
  Republic Services reported second-quarter earnings of $1.84 per diluted share, up from $1.75 in the prior year, and raised its full-year guidance across revenue, adjusted earnings per share, and free cash flow metrics.
  The company’s growth was primarily driven by pricing power. Core pricing contributed 5.3% to revenue growth, with total revenue rising 4.6%. Within the collection segment, pricing added 4.1% in restricted markets and 7.8% in open markets. Management noted that price increas
  
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• Targa Resources (TRGP) Set a Record Quarter and Then Raised the Bar

  20-09-2026 13:02 via rocketnews.com
  
  Targa Resources Corp. reported record results for the second quarter on August 6, with adjusted EBITDA reaching $1.60 billion, representing a 38% increase from the comparable quarter in the prior year. Management indicated that full-year performance is expected to approach the higher end of its guidance range. The company operates natural gas and natural gas liquids infrastructure serving the Permian Basin, and the financial results suggested elevated utilization of these systems.
  Growth in vol
  
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• Simon Property (SPG) Group Raised Its Outlook Again

  20-09-2026 13:02 via rocketnews.com
  
  Simon Property Group reported results for the three months through June 30 and raised its full-year profit guidance for real estate funds from operations. The company’s FFO per diluted share climbed to $3.29 from $3.05 in the prior-year quarter, while net operating income at domestic properties grew 8.5%. Management lifted its full-year real estate FFO range to $13.20 to $13.30 per share, moving the midpoint up by $0.08.
  Tenant performance drove much of the improvement. Reported retailer
  
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• 80-year-old discount fashion chain closing 120 stores

  20-09-2026 13:02 via rocketnews.com
  
  The Cato Corporation announced plans to close approximately 120 stores, representing roughly 15% of its retail footprint. The closures come as the company faces intensifying competition in the off-price fashion retail segment and declining financial performance. The company reported net income of $1.1 million in the second quarter of 2026, compared to $6.8 million in the prior-year period. Second quarter sales totaled $163.9 million, a 6% decline from $174.7 million in the same quarter ended Au
  
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• SpaceX Stock Has Gone Nowhere Since Its First Day of Trading

  19-09-2026 23:03 via rocketnews.com
  
  SpaceX stock has remained largely flat since its debut as a public company on June 12, closing at $160.95 on its first trading day and finishing Friday at $152.71, a decline of roughly 5%. The performance masks significant volatility during the interim period, with shares reaching a high of $211.39 in their third session before declining to near $108 in early August and subsequently recovering through September.
  Three primary factors appear to be constraining stock appreciation despite strong o
  
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• Interactive Brokers (IBKR) Turns Every Revenue Dollar Into 77 Cents of Pretax Profit

  19-09-2026 23:03 via rocketnews.com
  
  Interactive Brokers Group disclosed quarterly results for the period ended June 30, posting diluted earnings per share of $0.69, an increase from $0.51 in the comparable prior-year quarter. Net revenues climbed to $1.90 billion from $1.48 billion, while the company’s pretax profit margin expanded to 77% compared with 75% a year earlier.
  Customer metrics showed broad expansion across the platform. Customer accounts grew 34% to 5.19 million, while customer equity increased 40% to $930.3 bil
  
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• Infosys (INFY) Lands a Brake Maker as Growth Stays in Low Gear

  19-09-2026 23:03 via rocketnews.com
  
  Infosys announced on August 18 that it had won a long-term engagement to manage enterprise software operations for Knorr-Bremse AG, a manufacturer of braking systems for rail and commercial vehicles. The contract encompasses ERP systems, data platforms, engineering tools, and product lifecycle management, with work built on Infosys Topaz, the company’s artificial intelligence platform.
  Results released on July 23 for the quarter ended June 30 revealed that AI contributed 8.2% of total rev
  
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• Ferguson (FERG) Keeps Beating a Housing Market That Refuses to Cooperate

  19-09-2026 23:03 via rocketnews.com
  
  Ferguson Enterprises Inc. released results for the quarter ended June 30, showing revenue growth of 4.6% to $8.8 billion alongside an upward revision to full-year guidance. However, profit expansion failed to keep pace with sales gains, raising questions about operational efficiency and margin sustainability moving forward.
  The company’s non-residential segment emerged as the primary growth driver, with US revenue climbing 8% as the distributor captured market share in a mixed competitive
  
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• Equinix Sees AI Driving Data Center Demand, Interconnection Growth

  19-09-2026 23:03 via rocketnews.com
  
  Equinix executives outlined how artificial intelligence is reshaping the company’s business during a Barclays conference discussion. Arquelle Shaw, President of the Americas, described a significant shift in enterprise customer behavior, noting that companies which were previously cautious about AI adoption have moved toward developing and implementing comprehensive AI strategies. This transition has increased demand for data center capacity, with deployments expanding from smaller arrang
  
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• CoreWeave (CRWV) Is Charging More for AI Compute, and Customers Keep Paying

  19-09-2026 23:03 via rocketnews.com
  
  CoreWeave announced on September 17 that it has secured new customer agreements at elevated pricing levels since June 30. The company’s third-quarter contracts, which typically run between three and six months, are generating approximately $40 million in annualized revenue per megawatt of capacity. This pricing structure demonstrates significant customer demand for the company’s AI infrastructure services.
  The strength in customer demand is reflected in CoreWeave’s expanding b
  
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• Is India’s secondaries market hitting an inflection point?

  19-09-2026 13:03 via rocketnews.com
  
  India’s secondaries investment market is entering a period of significant growth after years of being considered an immature asset class. Several established Asian mid-market investment firms, including TR Capital, Neo Asset Management, and Kenro Capital, have recently expanded their secondaries operations into India or launched dedicated secondary investment vehicles focused on the country.
  Multiple factors are supporting this expansion. The Indian IPO market has strengthened considerabl
  
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• SEI’s Record Revenue, Earnings Fuel Future Growth, Rising Shares

  19-09-2026 13:02 via rocketnews.com
  
  SEI Corporation, a provider of investment processing and management platforms for financial institutions and investors, released second-quarter fiscal 2026 results that exceeded prior performance metrics across multiple measures. The company generated revenue of $641.6 million, representing a 14.7% increase from the comparable year-earlier period. Adjusted per-share earnings reached $1.66, marking a 38% year-over-year gain, while operating income climbed to $207 million, up 36% from the prior-y
  
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