Analyst news

• UPDATE 3-Under Armour demand continues to soar, stock leaps

  28-01-2016 18:03
  
  * Apparel sales rise 22.2 pct, footwear sales nearly double (Adds analyst comment, updates shares)
  
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• This Little-Known AI Chip Stock Doubled. Its New Chips Now Double Optical Speed

  24-09-2026 23:06 via rocketnews.com
  
  MACOM Technology Solutions Holdings, Inc. announced a 3.2-terabit optical chipset on September 17, featuring eight 448-Gbps PAM-4 channels designed for next-generation data-center applications. The announcement came as the stock had more than doubled over the preceding year.
  Following the chipset reveal, BMO Capital upgraded MACOM shares to Outperform with a price target of $335. The analyst noted that a 36% decline from the May peak had compressed the company’s forward valuation to appro
  
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• SK Hynix Is Eyeing Intel’s (INTC) Ohio Site. Why Micron (MU) Should Pay Attention

  24-09-2026 23:06 via rocketnews.com
  
  SK Hynix announced exploratory discussions regarding potential manufacturing operations in the United States, marking a significant shift for the Korean memory company. According to reporting earlier in September, the company is evaluating multiple arrangements with Intel Corporation, including the possibility of leasing capacity at Intel’s Ohio manufacturing complex or establishing a joint venture that could involve Intel alongside major cloud computing customers. SK Hynix emphasized tha
  
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• Lumentum Jumped Nearly 10% While Corning Barely Moved. Is the AI Optics Trade Splitting Apart?

  24-09-2026 23:06 via rocketnews.com
  
  Optical networking companies experienced divergent performance during an AI stock rebound, reflecting a shift in investor focus toward specific infrastructure components. Lumentum Holdings rose nearly 10% and led the S&P 500, while Coherent advanced 6.9%. Corning, by contrast, managed a gain of only 0.4% and remained significantly down for the week.
  All three companies participate in the AI-connectivity expansion as data center operators require optical connections for accelerators communic
  
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• “The New Clippy”: Benioff Uses Salesforce’s Biggest Product Launch in Years to Challenge Microsoft

  24-09-2026 23:05 via rocketnews.com
  
  Salesforce announced AIforce at its Dreamforce conference, presenting the product as a major competitive offering designed to operate across multiple artificial intelligence systems rather than functioning as a single proprietary assistant. The platform is engineered to integrate with various AI providers, including Anthropic’s Claude through an integration called Claudeforce, as well as ChatGPT and Slack. According to Salesforce’s claims, Claudeforce provides zero data retention by
  
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• Pressure from the bond market hits a new level, and US stocks slide on worries about inflation

  24-09-2026 23:05 via rocketnews.com
  
  Equity markets experienced losses on Wednesday as elevated bond yields pressured stock valuations amid renewed inflation worries. The S&P 500 declined 0.8% to close at 7,706.03, while the Dow Jones Industrial Average fell 352 points or 0.7% to 51,511.59. The Nasdaq composite sank 1.1%, ending at 26,936.04.
  The selling pressure stemmed from a surge in Treasury yields after economic data indicated robust business activity growth over the previous five years, alongside accelerating cost pressu
  
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• Palantir Reveals Its AI Sovereignty Strategy And Wall Street Is Starting to Believe It

  24-09-2026 23:05 via rocketnews.com
  
  Palantir Technologies saw analyst enthusiasm following its AIPCon 11 conference, which emphasized AI sovereignty as a core strategic pillar. DA Davidson analyst Gil Luria elevated the company’s price target from $200 to $250, noting that enterprise customers increasingly seek AI systems that remain model-agnostic, auditable, and subject to their direct control. The analyst highlighted that Palantir’s AIP platform addresses this market need while the company maintains consistent GAAP
  
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• McDonald’s stock falls as it unveils plan to spend big on restaurant upgrades

  24-09-2026 23:05 via rocketnews.com
  
  McDonald’s revealed details of its growth strategy during an investor presentation at its Chicago headquarters, outlining significant capital expenditures and operational changes designed to modernize its restaurant portfolio and boost sales. The initiative, called McDonald’s > NEXT, builds on a framework the company introduced in June and encompasses restaurant design updates, technology implementations, and enhanced customer experiences.
  The modernization plan requires substant
  
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• Lockheed Martin (LMT) Is Spending Ahead on JATM. Will a Multiyear Contract Follow?

  24-09-2026 23:05 via rocketnews.com
  
  Lockheed Martin Corporation entered into a framework agreement with the U.S. Department of War on September 17 aimed at accelerating production of the AIM-260 Joint Advanced Tactical Missile, described as the most advanced U.S. air-to-air system and designed to counter emerging air threats. The framework agreement represents a long-term demand signal and reflects institutional confidence in the necessity for the missile system. However, neither the company nor the Department of War disclosed sp
  
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• What Are Prediction Markets? A Guide to Event Contracts

  24-09-2026 15:27 via litefinance.org
  
  In recent years, prediction markets have become an increasingly prominent part of the financial industry. On these platforms, users trade contracts whose value depends on the probability of specific events occurring. Understanding prediction markets is important for anyone who wants to better navigate modern financial instruments.Unlike traditional exchanges, participants buy contracts based on the possible outcomes of future events. These may include presidential election outcomes, central bank
  
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• Qantas to start selling tickets next year for its New York to Sydney nonstop flight

  24-09-2026 13:05 via rocketnews.com
  
  Qantas Airways announced plans to offer nonstop service between New York and Sydney, with the airline starting to sell tickets for the route next August and actual flight operations beginning in 2028. The route is expected to take approximately 18 hours, positioning it among the world’s longest flights, though not quite the longest currently in operation.
  The Singapore Airlines nonstop service from New York’s John F. Kennedy International Airport to Singapore currently holds the des
  
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• Microchip (MCHP) Closes its Hailo Deal. Why the Chipmaker is Buying Edge AI on the Cheap

  24-09-2026 13:05 via rocketnews.com
  
  Microchip Technology announced the completion of its acquisition of Hailo on September 21. The Israeli company specializes in processors designed to run artificial intelligence applications on devices rather than relying on cloud-based processing, with particular focus on vision systems, robotics, and physical AI applications. Microchip disclosed no purchase price and indicated the transaction would not materially impact its financial results.
  The two companies first announced their agreement i
  
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• Fastly Targets Up to $1.3B Revenue by 2029 as AI Traffic Surges

  24-09-2026 13:05 via rocketnews.com
  
  Fastly outlined ambitious financial targets and a strategic pivot toward its unified edge-cloud platform during an Investor Day event. The company projects revenue between $1.1 billion and $1.3 billion by 2029, alongside gross margins of 67% to 71%, operating margins of 20% to 22%, and free cash flow margins of 12% to 15%. These targets represent a compound annual growth rate of 14% to 21% from 2026.
  The company is experiencing substantial momentum in multi-product adoption and security-driven
  
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• Bitcoin traders are taking bigger risks again and here’s why

  24-09-2026 13:05 via rocketnews.com
  
  Bitcoin traded above $86,000 on Monday, marking an eight-month peak as multiple factors supported the advance. The move was attributed to a combination of short covering, inflows into exchange-traded funds, and improved market sentiment heading into the Sept. 24 U.S.-China summit.
  According to blockchain analytics firm Glassnode, the rally displayed some characteristics of renewed bullish positioning but lacked the extreme leverage indicators typically seen at market peaks. In the options marke
  
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• This High-Yield Tobacco Stock Just Raised Its Dividend by 8.8%

  24-09-2026 13:04 via rocketnews.com
  
  Philip Morris International announced a quarterly dividend increase of 8.8%, raising the payout from $1.47 to $1.60 per share. This adjustment brings the annual dividend to $6.40 per share. Eligible shareholders will receive the payment on October 26 for those on record as of October 2. The company has extended its dividend-raising streak to 19 consecutive years since its 2008 public debut, with cumulative payout increases of 248% representing a 7.2% compound annual growth rate.
  The stock&rsquo
  
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• McDonald’s CEO expects high inflation, lackluster traffic are here to stay

  24-09-2026 13:04 via rocketnews.com
  
  McDonald’s leadership predicted that the restaurant industry will continue operating in a persistently challenging environment characterized by stagnant customer traffic and sustained inflation pressures. CEO Chris Kempczinski remarked that the company and its peers should view these conditions as the baseline operating landscape rather than temporary difficulties, indicating expectations that improvements are unlikely in the near term.
  The burger chain has experienced measurable headwind
  
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• Crypto ETFs Are Surging, but Bitcoin Ether Aren’t the Big Winners

  24-09-2026 13:04 via rocketnews.com
  
  Cryptocurrency exchange-traded funds experienced notable gains over the preceding week, with Bitcoin approaching $87,000 for the first time since January and substantially recovering from its June low below $59,000. Ether similarly rebounded to approximately $2,800 from an earlier low of $1,550 during the year. Market analysts attributed the movement to broad risk-appetite expansion rather than a specific catalyst, as equities reached record levels and crypto appeared comparatively undervalued
  
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• Sterling Slides as UK Growth Slows and Energy Crisis Looms. Forecast as of 24.09.2026

  24-09-2026 12:00 via litefinance.org
  
  Where could the GBP/USD find a bottom? Can the pound recover after the massive sell-off, or will political and energy-sector pressures reminiscent of the 2022 crisis drive the pair to new lows? Let’s examine the key factors shaping the outlook and develop a trading plan.Major Takeaways PMI points to a slowdown in GDP. The likelihood of a Bank of England rate hike is lower than the Fed's. Political and energy-related issues are putting pressure on the pound. Short trades on the GBP/USD pair
  
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• Short-Term Analysis for Oil, Gold, and EURUSD for 24.09.2026

  24-09-2026 10:02 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, the euro broke through the lower Target Zone of 1.1459–1.1434.Major Takeaways USCrude: Oil is correcting higher and approaching resistance A at 93.04–92.61. XAUUSD: Gold is falling within a downtrend. EURUSD: The euro i
  
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• Short-Term Analysis for BTCUSD, XRPUSD, and ETHUSD for 24.09.2026

  24-09-2026 09:29 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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• US Dollar Surges as Europe's Woes Weigh on Euro. Forecast as of 24.09.2026

  24-09-2026 08:29 via litefinance.org
  
  The rapid rise in PMI, Treasury yields, and expectations of further Fed monetary tightening have strengthened the case for EUR/USD bears. At the same time, Europe continues to face significant political and energy-related challenges. Let's examine the situation and develop a trading plan.Major Takeaways The US PMI is at a 5-year high. There is a 70% chance the Fed will raise rates in October. Europe is preparing for an energy crisis. Short trades can be opened with targets of 1.13 and 1.12.Weekl
  
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• Soybeans Fading Back After Monday’s Rally

  23-09-2026 23:04 via rocketnews.com
  
  Soybean futures reversed course early in the week, declining 6 to 7 cents on Tuesday morning after a significant rally on Monday. The previous session had seen contract prices surge 15 to 24 cents higher as traders repositioned long positions. Open interest expanded by 3,122 contracts during Monday’s trading.
  The national average cash bean price climbed 24 1/2 cents to close at $12.69 3/4. Related commodities also posted gains, with soybean meal futures advancing $5.60 to $12 across front
  
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• Saudi Arabia Reportedly Restarts East-West Pipeline

  23-09-2026 23:04 via rocketnews.com
  
  Saudi Arabia resumed operations on its East-West Pipeline following a drone strike that had disabled the crucial conduit, according to Reuters. The nation indicated it may begin loading crude at its Yanbu terminal on the Red Sea later in the day, a development that influenced crude markets significantly.
  The pipeline serves as a critical alternative route to the Strait of Hormuz, which has faced disruptions from drone attacks, mines, and other maritime incidents. The facility transports approxi
  
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• Good News for S&P 500 Earnings: 86% of Companies Beat Expectations in 2026

  23-09-2026 23:04 via rocketnews.com
  
  Strong earnings performance characterized S&P 500 companies in 2026, according to a Bloomberg analysis revealing that 86% of firms beat analyst expectations. The widespread earnings beats reflect broader economic benefits from substantial capital expenditures in artificial intelligence infrastructure, including chip purchases and data center construction by major technology companies. This performance raised questions about market valuation, with some analysts viewing the results as evidenc
  
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• ‘Crypto winter is over,’ analyst says as bitcoin tops $86,000: Chart of the Day

  23-09-2026 23:04 via rocketnews.com
  
  Bitcoin held near $86,000 on Tuesday following a substantial rally spanning multiple sessions, as risk-on sentiment drove investment into cryptocurrencies coinciding with declining oil prices. The sharp move prompted analysts to characterize the downturn in digital assets as concluded, though observers cautioned that future price movement may not proceed without volatility.
  Fundstrat’s head of digital assets stated the breakout appeared credible and signaled an end to the crypto winter cy
  
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• NIKE (NKE)’s Dow Seat Hangs in the Balance as Share Price Slumps

  23-09-2026 13:07 via rocketnews.com
  
  Nike’s position in the Dow Jones Industrial Average has come under scrutiny as its share price deteriorated to approximately $36, giving the company the smallest weighting among the index’s 30 components at 0.4%. The athletic apparel manufacturer’s stock has gained only about 5% since being added to the Dow in 2013, while its market value has contracted roughly 80% over the past five years. Reuters reported that Nike is also set to depart the S&P 100 following 18 years of
  
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• McDonald’s Becomes a Dividend King: What its 50-Year Streak Means for Income Investors

  23-09-2026 13:07 via rocketnews.com
  
  McDonald’s Corporation achieved a 50-year consecutive dividend increase milestone, announcing a 4% raise in its quarterly dividend to $1.93 per share, equivalent to $7.72 annually. At prevailing share prices, this resulted in a yield of approximately 3.1%.
  The company’s extended dividend streak is supported by substantial cash generation capabilities. In 2025, McDonald’s produced $10.6 billion in operating cash flow and $7.2 billion in free cash flow, with the latter expanding
  
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• JPMorgan Raises its Dividend: A Look at Yield, Capital, and Shareholder Returns

  23-09-2026 13:07 via rocketnews.com
  
  JPMorgan Chase declared a quarterly dividend of $1.65 per share on September 15, marking a 10% increase from the previous $1.50 payout. The new dividend is scheduled to be paid on October 31 to shareholders of record as of October 6. At the annualized rate of $6.60 per share and based on the September 21 closing price of $352.04, the forward yield stands at approximately 1.9%.
  The dividend increase is supported by the bank’s substantial capital generation and financial strength. During th
  
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• Ingredion’s Latest Move Offers Income Investors Something to Consider

  23-09-2026 13:07 via rocketnews.com
  
  Ingredion Incorporated boosted its quarterly dividend to $0.83 per share from $0.82, continuing an extended streak of annual dividend increases in the third quarter. At the prevailing share price range of $97–$104, the annualized payout of $3.32 per share translates to a yield of approximately 3.2%–3.4%.
  The company’s cash generation provides meaningful support for the dividend payment. In 2025, Ingredion generated $944 million in operating cash flow and distributed $211 milli
  
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• Fastly Inc. (FSLY) Jumps 15% Ahead of Tuesday’s Key Business Updates; Hedge Fund Conviction Weak

  23-09-2026 13:07 via rocketnews.com
  
  Fastly Inc. gained 14.92 percent on Monday, closing at $27.42 per share, as investors positioned ahead of the company’s Investor Day meeting scheduled for September 22. The stock advance reflected market optimism tied to recent comments from Anthropic’s Chief Executive Officer regarding AI development risks and the resulting potential for increased demand for security services.
  On the same trading day, Fastly announced the launch of new runtime control, firewall, and API Security ca
  
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