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Bloom Energy Stock Surges On S&P 500 Debut And AI Power Push - StocksToTrade

Bloom Energy Corporation stocks have been trading up by 8.09 percent amid bullish sentiment on accelerating clean-energy technology adoption. Key Takeaways Trad

stockstotrade.com 09-25-26

Tower Semiconductor Jumps 6% as Mizuho Starts Coverage With Outperform Rating Tower Semiconductor (NASDAQ: TSEM) shares rose about 6.4% after

Tower Semiconductor (NASDAQ: TSEM) shares rose about 6.4% after Mizuho initiated coverage with an Outperform rating and a $300 price target. Analyst Vijay Rakesh...

09-25-26

Humana Jumps 6.3% as Barclays Upgrades Stock to Overweight Humana (NYSE: HUM) shares rose about 6.3% after Barclays upgraded the

Humana (NYSE: HUM) shares rose about 6.3% after Barclays upgraded the health insurer to Overweight from Equal Weight and raised its price target to...

09-25-26

Akamai Jumps 6% After $11.6 Billion Anthropic Deal, Analysts Raise Price Targets Akamai Technologies (NASDAQ: AKAM) shares rose about 6%

Akamai Technologies (NASDAQ: AKAM) shares rose about 6% after the company announced a seven-year, $11.6 billion cloud infrastructure agreement with Anthropic, while several Wall...

09-25-26

Honeywell Technologies (NASDAQ: HON) declared a quarterly dividend payment of $0.70 per share on common stock. The dividend is payable

on December 4, 2026...

09-25-26

Bristol Myers Squibb’s ZENBEXUS Doubles MRD-Negative Complete Response Rate in Phase 3 Myeloma Trial Bristol Myers Squibb (NYSE: BMY) reported

Bristol Myers Squibb (NYSE: BMY) reported positive Phase 3 EXCALIBER-RRMM results for ZENBEXUS (iberdomide) in combination with daratumumab and dexamethasone in patients with relapsed...

09-25-26

Johnson & Johnson’s TREMFYA Meets Key Endpoints in Phase 4 Axial Psoriatic Arthritis Study Johnson & Johnson (NYSE: JNJ) said

Johnson & Johnson (NYSE: JNJ) said TREMFYA (guselkumab) met the primary and major secondary endpoints in the Phase 4 STAR study evaluating biologic-naïve adults...

09-25-26

Costco Rises 2.7% After Strong Q4 Sales and Earnings Growth Costco Wholesale (NASDAQ: COST) shares rose about 2.7% after the

Costco Wholesale (NASDAQ: COST) shares rose about 2.7% after the retailer reported strong fourth-quarter and full-year fiscal 2026 results, supported by double-digit sales growth,...

09-25-26

U.S. Consumer Sentiment Improves Slightly, Inflation Expectations Stay Elevated The University of Michigan Consumer Sentiment index rose to 48.1 in

The University of Michigan Consumer Sentiment index rose to 48.1 in September, slightly above the 47.8 consensus estimate but down from 51.7 previously. Consumer...

09-25-26

Asplundh Selects Samsara to Connect Tens of Thousands of Vehicles and Equipment Samsara (NYSE: IOT) announced that Asplundh, one of

Samsara (NYSE: IOT) announced that Asplundh, one of the largest private fleets in the U.S., selected its Connected Operations Platform to improve safety, fleet...

09-25-26

Veeva Launches AI Study Builder Agent to Configure Clinical Studies in as Little as One Day Veeva Systems (NYSE: VEEV)

Veeva Systems (NYSE: VEEV) announced Veeva Study Builder Agent, a new AI solution designed to configure clinical studies directly from a study protocol, potentially...

09-25-26

L3Harris Completes Design Review for SDA Tranche 3 Missile Tracking Satellites L3Harris Technologies (NYSE: LHX) completed the Preliminary Design Review

L3Harris Technologies (NYSE: LHX) completed the Preliminary Design Review for the Space Development Agency’s Tracking Layer Tranche 3 program, advancing development of its next-generation...

09-25-26

NASDAQ:AMD

AMD Rose 2.2% After Piper Sandler Initiated Coverage With $600 Target

Advanced Micro Devices (NASDAQ: AMD) shares rose 2.2% yesterday after Piper Sandler initiated coverage of the chipmaker with an Overweight rating and a $600 price target.

AMD has built a strong position in the rapidly expanding AI and data-center market through its Instinct accelerators, EPYC server processors and increasingly complete rack-scale AI infrastructure. Data Center revenue more than doubled year over year to $6.7 billion in the second quarter, driven by strong demand for EPYC processors and Instinct MI350-series GPUs.

The company is also expanding its position in large-scale AI infrastructure. Its latest portfolio includes the MI400-series accelerators, sixth-generation EPYC CPUs and Helios rack-scale systems, giving AMD exposure across AI training, inference and agentic workloads. Major AI and cloud customers working with AMD technology include OpenAI, Meta, Microsoft and Anthropic.

AMD’s combination of accelerating data-center growth, a broader AI product portfolio and expanding hyperscale deployments provides a strong fundamental backdrop as the company competes for a larger share of global AI infrastructure spending.

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European Investor 09-16-26

AMD Stock Rises 3.5% as CLSA Reiterates Outperform Rating With $710 Price Target

Advanced Micro Devices (NASDAQ: AMD) shares rose 3.5% to $523.37 on Wednesday as CLSA reiterated its Outperform rating on the semiconductor company.

CLSA maintained a $710 price target on AMD, implying approximately 36% upside from the stock price shown.

The reiterated bullish rating comes as AMD remains a major beneficiary of growing investment in artificial intelligence infrastructure, with investors closely watching the company’s ability to expand its position in the AI accelerator market.

AMD shares have attracted strong investor attention as the company competes for a larger share of AI computing demand while continuing to expand its data center processor business.

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WS Investor 09-09-26

AMD, Cisco and HUMAIN Expand Saudi AI Infrastructure With Instinct GPUs

AMD (NASDAQ: AMD), Cisco (NASDAQ: CSCO) and Saudi Arabia’s HUMAIN announced Monday that their first AMD-powered AI infrastructure is now operational in the Kingdom, marking a major step in their plans to build large-scale sovereign AI capacity.

The production system uses AMD Instinct MI355X GPUs and EPYC CPUs alongside Cisco Silicon One networking and 800G optics. HUMAIN is already using the infrastructure to provide GPU-as-a-service for AI workloads ranging from model training to inference.

The companies also announced the next major phase of the project. Beginning in 2027, they plan to deploy up to 250 megawatts of additional AI infrastructure based on AMD Instinct MI400 Series GPUs, EPYC processors and ROCm software, combined with Cisco networking technology. Capacity is expected to begin coming online in the second half of 2027.

The expansion forms part of the previously announced AMD-Cisco-HUMAIN joint venture, which remains on track to deploy up to 1 gigawatt of AI infrastructure by 2030. The companies said strong customer demand is supporting the buildout.

The project is particularly significant for AMD as it expands the footprint of its Instinct accelerators in large-scale AI data centers, competing for a greater share of a market currently dominated by NVIDIA. For Cisco, the project provides another major opportunity for its high-speed networking technology as AI clusters become larger and more demanding.

The partnership also supports Saudi Arabia’s ambition to become a major global AI infrastructure hub, with locally operated computing capacity designed to give governments and enterprises greater control over their data, models and AI systems.

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The Investor 08-31-26

AMD Upgraded to Strong Buy at Raymond James as Price Target Jumps to $641

Advanced Micro Devices (NASDAQ: AMD) received a bullish analyst upgrade Tuesday, with Raymond James raising its rating to Strong Buy from Outperform and lifting its price target to $641 from $565.

Analyst Simon Leopold's new target represents substantial upside from AMD's recent price of about $477.14.

Why the Upgrade Matters

The upgrade reinforces optimism around AMD's position in the rapidly expanding AI and data-center semiconductor market.

AMD has become one of the most important challengers to Nvidia in AI accelerators, while also maintaining a strong presence in server CPUs through its EPYC product line. The company's growing exposure to hyperscale data centers, enterprise AI infrastructure and next-generation computing gives it significant leverage to continued AI capital spending.

The higher price target suggests Raymond James sees stronger long-term earnings potential as AMD expands its AI product portfolio and competes for a larger share of accelerator and data-center spending.

The shift from Outperform to Strong Buy is also notable because it signals increased conviction rather than simply maintaining an already-positive stance.

Investors will now focus on AMD's AI accelerator shipments, data-center revenue growth, margins and its ability to gain market share as the global AI infrastructure buildout continues.

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WS Investor 08-25-26

MD Acquires Taalas to Strengthen AI Inference Chip Portfolio

AMD (NASDAQ: AMD) has agreed to acquire Taalas, a Toronto-based developer of specialized AI inference silicon, as the chipmaker expands its technology portfolio for the rapidly growing AI inference market.

Founded in 2023, Taalas develops technology designed specifically to optimize AI inference dataflows, reducing compute and memory bottlenecks associated with more general-purpose architectures. AMD said the technology could provide significant improvements in inference performance and efficiency.

The acquisition is intended to complement AMD's broader full-stack AI platform, which includes Instinct GPUs, EPYC CPUs, ROCm software and Helios rack-scale systems.

## AMD Targets Growing AI Inference Demand

AMD plans to integrate Taalas' technology into its accelerator roadmap and combine it with Instinct GPUs to develop system-level AI solutions.

The strategy reflects the industry's increasing focus on inference — the process of running trained AI models — as artificial intelligence moves into high-volume, real-time applications. More specialized silicon can potentially lower the computing, memory and energy requirements associated with deploying increasingly large AI models.

AMD said Taalas' engineering team will also strengthen its AI capabilities while expanding the company's existing semiconductor and AI presence in Canada.

Financial terms of the transaction were not disclosed. The acquisition remains subject to customary closing conditions and regulatory approvals.

The deal represents another step in AMD's effort to build a broader AI computing platform and compete across multiple layers of the AI infrastructure market, with Taalas adding specialized inference technology alongside AMD's existing GPU-based accelerator portfolio.

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Global Finance News 08-07-26

## AMD Stock Falls 10% After Hours Despite Record Revenue as Investors Focus on AI Expectations

Advanced Micro Devices (NASDAQ: AMD) shares fell 10% in after-hours trading Tuesday, despite reporting record second-quarter revenue and earnings, as investors appeared to take profits following high expectations for the company's AI business.

AMD delivered record second-quarter revenue of $11.5 billion, up 50% year over year, while non-GAAP earnings per share surged 246% to $1.66. Gross margin expanded to 56%, and operating income climbed to $3.1 billion, reflecting strong profitability as AI demand continued to accelerate.

The Data Center business remained AMD's primary growth engine. Segment revenue more than doubled, rising 107% year over year to $6.7 billion, driven by robust demand for EPYC server processors and Instinct AI accelerators. The segment accounted for approximately 58% of total company revenue during the quarter. Meanwhile, the Client business continued to perform well with Ryzen processor demand driving 23% growth, although Gaming revenue declined 31% due to weaker semi-custom sales.

Management highlighted a series of major AI announcements during the quarter, including the launch of the Helios AI rackscale platform, the new Instinct MI400 GPU family, sixth-generation EPYC processors, and expanded partnerships with leading AI companies including OpenAI, Microsoft, Meta, Anthropic, Oracle, and others. AMD also announced new collaborations designed to accelerate AI infrastructure deployments and broaden adoption of its hardware and software ecosystem.

Looking ahead, the company forecast third-quarter revenue of approximately $13.0 billion, representing roughly 41% year-over-year growth and another sequential acceleration, while maintaining an expected non-GAAP gross margin of approximately 56%.

Despite the strong financial performance and optimistic outlook, the stock declined after hours as investors appeared to have anticipated another exceptional quarter following AMD's strong rally and elevated expectations surrounding AI infrastructure spending. While the earnings reinforced AMD's growing position in AI computing, the market reaction suggests investors are demanding increasingly larger upside surprises from leading semiconductor companies.

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WS Investor 08-04-26

Semiconductor Stocks Fall as China's Chip Breakthrough Pressures Nvidia and the AI Sector

Semiconductor stocks came under pressure on Monday, dragging the Nasdaq lower as investors weighed China's rapidly advancing semiconductor industry against the latest developments in the global AI infrastructure race. Nvidia led the sector's decline, falling more than 4%, while weakness spread across AI and memory chipmakers.

The latest catalyst on the AI front came after reports that Nvidia is in talks to provide roughly $250 billion in financing guarantees for OpenAI's massive AI data center project in Ohio. The proposed 10-gigawatt facility would rank among the world's largest AI infrastructure projects, underscoring the enormous capital being committed to artificial intelligence. While the news reinforces long-term demand for AI hardware, it also highlights the rapidly evolving competitive landscape and the unprecedented scale of investment required across the industry.

Investor sentiment was also weighed down by developments in China. ChangXin Memory Technologies (CXMT), China's largest memory chipmaker, surged more than 400% in its Shanghai trading debut following Asia's largest IPO of 2026. The emergence of another major Chinese chipmaker renewed concerns that global competition in memory and AI-related semiconductors will intensify. Those concerns were particularly significant for Nvidia, whose growth opportunities in China have already been constrained by U.S. export restrictions.

The weakness extended across the broader semiconductor sector. Memory-related companies including Sandisk, Micron Technology, Western Digital, and SK Hynix posted notable declines, while ASML, AMD, Intel, Marvell Technology, Super Micro Computer, and Taiwan Semiconductor Manufacturing Co. (TSMC) also traded lower as investors reassessed the industry's competitive outlook.

Despite Monday's selloff, the semiconductor industry's long-term fundamentals remain supported by accelerating AI adoption and record investment in data center infrastructure. However, the combination of elevated valuations, China's rapid technological progress, and an increasingly competitive global landscape prompted investors to lock in profits following the sector's strong rally.

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European Investor 07-27-26

AMD Stock Rises 3.8% as China AI Chip Approval News and Analyst Price Target Increases Lift Sentiment

Advanced Micro Devices (NASDAQ: AMD) shares climbed 3.8% on Tuesday after receiving fresh support from Wall Street analysts and a Reuters report that another Chinese company has obtained U.S. approval to purchase AMD's advanced AI chips.

Bank of America raised its price target on AMD to $620 from $550 while maintaining a Buy rating. Meanwhile, KeyBanc increased its target price to $725 from $530 and reiterated its Overweight rating, reflecting growing confidence in AMD's long-term AI growth prospects.

According to Reuters, the U.S. government approved Zhuhai Hengqin Yunxiang Zhisheng Network Technology to purchase certain AMD AI accelerators that compete with Nvidia's H200 chips. The report added that ZTE Kangxun Telecom and server maker Maginfra also received approval to purchase Nvidia's H200 processors. These approvals follow similar authorizations granted in May to major Chinese technology companies, including Alibaba, Tencent, ByteDance, and JD*com, suggesting Washington may be selectively easing restrictions on advanced AI chip exports to China.

The Reuters report was viewed as a positive development for AMD, as China remains an important long-term market for AI infrastructure despite ongoing export controls. The latest approvals could allow AMD to capture additional demand from Chinese cloud providers and enterprise customers while expanding its presence in one of the world's largest AI markets.

The broader semiconductor sector also traded higher, supported by expectations of sustained AI infrastructure spending and easing inflation data that reinforced hopes for lower U.S. interest rates. The combination of improving policy developments, stronger access to the Chinese market, and renewed analyst optimism helped lift AMD shares alongside other AI chipmakers.

Investors will continue watching for further developments in U.S. export policy, enterprise AI spending trends, and AMD's execution in the increasingly competitive AI accelerator market, where it continues to challenge Nvidia for market share.

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The Investor 07-14-26

AMD Stock Jumps as Goldman Sachs Raises Price Target to $640

Advanced Micro Devices (NASDAQ: AMD) surged nearly 9% on Monday after Goldman Sachs reaffirmed its Buy rating and sharply increased its price target on the semiconductor giant to $640 from $450.

The sizable price target increase comes as optimism surrounding artificial intelligence infrastructure spending continues to strengthen. AMD has been gaining traction in the AI accelerator market with its Instinct GPU lineup, while growing demand for high-performance computing chips has fueled expectations for sustained revenue growth.

The bullish analyst update also reflects confidence that AMD is well positioned to benefit from expanding enterprise AI adoption and continued investment in data center infrastructure. Investors have increasingly viewed the company as one of the leading beneficiaries of the global AI spending cycle alongside other major semiconductor firms.

The rating action helped accelerate buying interest, pushing AMD shares to fresh highs during Monday's session and making the stock one of the strongest performers in the semiconductor sector.

The move highlights continued investor enthusiasm for AI-related chipmakers, with analysts remaining optimistic that strong demand for AI hardware and cloud infrastructure will support AMD's long-term growth trajectory.

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WS Investor 07-06-26

AMD (AMD) Stock Rises After Cantor Fitzgerald Raises Price Target to $700

Advanced Micro Devices (NASDAQ: AMD) shares gained 3.4% on Monday after Cantor Fitzgerald raised its price target on the semiconductor giant, citing continued confidence in the company's position within the rapidly expanding artificial intelligence market.

The brokerage increased its price target to $700 from $500 while reiterating its Overweight rating, signaling meaningful upside potential as AMD continues to strengthen its AI portfolio.

# Cantor Fitzgerald Turns More Bullish on AMD

The higher price target reflects growing optimism about AMD's ability to capture a larger share of the AI accelerator market, where demand remains robust as hyperscale cloud providers continue investing heavily in AI infrastructure.

AMD has been expanding its presence in AI chips with its Instinct accelerator lineup while benefiting from strong demand for EPYC server processors, positioning the company to compete more aggressively in the data center market.

# AI Infrastructure Spending Continues to Support Semiconductor Stocks

The analyst action comes as investors remain focused on companies tied to artificial intelligence infrastructure. Expectations for sustained spending on AI data centers, high-performance computing, and cloud infrastructure have continued to support leading semiconductor names.

While AI remains the primary long-term growth driver, improving market sentiment also contributed to Monday's gains across the broader technology sector.

Why AMD Stock Rose

Investors responded positively to several catalysts:

* Cantor Fitzgerald raised its price target to $700 from $500.
* The firm reiterated its Overweight rating.
* Continued optimism surrounding AI accelerator demand.
* Strong expectations for AI infrastructure and data center investment.

The combination of a bullish analyst update and ongoing confidence in AI-related semiconductor spending helped lift AMD shares 3.4% during Monday's trading session.

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WS Investor 06-30-26

09-25-26WS News

09-25-26Global Finance News

09-22-26WS News

US

U.S. Consumer Sentiment Improves Slightly, Inflation Expectations Stay Elevated

The University of Michigan Consumer Sentiment index rose to 48.1 in September, slightly above the 47.8 consensus estimate but down from 51.7 previously. Consumer Expectations also came in stronger than forecast at 46.3 versus 45.8 expected, although the reading remained well below the previous 51.5.

One-year inflation expectations held at 4.6%, matching expectations but rising from 4.0% previously, indicating that near-term inflation concerns remain elevated among U.S. consumers.

Separately, the Atlanta Fed’s GDPNow model estimated third-quarter U.S. economic growth at an annualized 5.0%, slightly below both the 5.1% forecast and the previous estimate. Overall, the figures show modestly better-than-expected consumer sentiment alongside persistent inflation concerns and still-strong projected economic growth.

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Global Finance News 09-25-26

U.S. Durable Goods Orders Hold Flat in August, Core Orders Miss Expectations

U.S. durable goods orders were unchanged in August, beating expectations for a 0.3% decline but slowing sharply from the previous month’s 0.9% increase.

Core durable goods orders, which exclude transportation, rose 0.3% month over month, below the 0.6% consensus estimate and down from 0.7% previously.

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WS News 09-25-26

U.S. 7-Year Treasury Auction Yield Jumps to 5.085%

The U.S. Treasury’s latest 7-year note auction cleared at a yield of 5.085%, sharply above the previous auction’s 4.512%.

The roughly 57-basis-point increase signals a materially higher yield environment for intermediate-term U.S. government debt and may reflect investors demanding greater compensation amid persistent inflation, resilient economic data and uncertainty over the Federal Reserve’s rate path.

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WS Investor 09-24-26

U.S. Stocks Edge Lower as Jobless Claims Stay Low and Home Sales Beat Expectations

U.S. stocks traded modestly lower on Thursday, with the S&P 500 down 0.18% at 7,692.30, the Dow Jones falling 0.25% to 51,381.27 and the Nasdaq declining 0.53% to 26,792.15.

Fresh economic data pointed to continued resilience in parts of the U.S. economy. Initial jobless claims came in at 197,000, below the 201,000 expected and slightly below the previous 198,000, suggesting layoffs remain relatively contained. Continuing claims were 1.719 million, also below the 1.750 million forecast.

Housing data were also stronger than expected. August building permits were revised to 1.403 million from an earlier 1.394 million estimate, while new home sales reached 684,000, well above the 615,000 consensus and up from 643,000 previously.

The relatively firm labor and housing figures may be limiting expectations for faster Federal Reserve easing, putting some pressure on equities and particularly rate-sensitive technology shares. The Nasdaq was the weakest of the three major indexes in early trading.

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European Investor 09-24-26

10-year Treasury yield hits highest level since 2007 as market prices in another Fed rate hike

The 10-year Treasury yield rose to its highest level since 2007 on Wednesday.

(finance.yahoo.com)

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WS News 09-23-26

U.S. Stocks Fall as Strong September PMI Data Revives Rate Concerns

U.S. stocks traded lower Tuesday as stronger-than-expected September business activity data raised concerns that resilient economic growth could keep interest rates elevated for longer.

The S&P 500 fell 0.37% to 7,736.24, while the Dow Jones Industrial Average declined 0.34% to 51,687.57. The Nasdaq underperformed with a 0.54% drop to 27,095.84.

S&P Global’s U.S. Manufacturing PMI jumped to 57.0 in September from 53.9, well above the 53.6 forecast. Services PMI also strengthened to 58.7 from 56.5, beating expectations of 55.8, while the Composite PMI climbed to 58.4 from 56.0.

The readings point to strong momentum across both manufacturing and services. While that supports the economic outlook, investors may also see the data as reducing the urgency for additional monetary easing and potentially keeping Treasury yields under upward pressure.

Technology stocks were among the weaker areas of the market, contributing to the Nasdaq’s larger decline. Investors will now watch upcoming inflation, labor-market and Federal Reserve signals for further clues on the path of interest rates.

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WS News 09-23-26

U.S. Stocks Mixed as Tech Gains Offset Dow Weakness, ADP Data Shows Firmer Hiring

U.S. stocks traded mixed Tuesday, with technology shares outperforming while the Dow Jones remained under pressure.

The S&P 500 was nearly flat, up 0.08% at 7,770.63. The Nasdaq gained 0.55% to 27,270.74, supported by strength in technology and growth stocks, while the Dow Jones fell 0.41% to 51,837.62.

Fresh labor-market data added a somewhat firmer signal to the session. ADP’s weekly employment estimate showed private-sector employment increased by 20,000, up from 16,300 previously. The improvement suggests hiring momentum remained positive, even as other recent indicators have pointed to some moderation in broader economic activity.

Investors are still balancing the Federal Reserve’s recent 25-basis-point rate increase against signs of softer growth. Flat August industrial production and a decline in the U.S. Leading Index have raised concerns about economic momentum, while the stronger ADP reading points to continued resilience in the labor market.

Lower oil prices are also helping ease inflation concerns, with Brent crude trading below $100 as Middle East supply fears moderate. That backdrop is supporting rate-sensitive growth stocks, particularly technology, while more cyclical Dow components remain weaker.

For now, the market is showing a clear divergence: technology shares continue to lead, while investors weigh resilient employment against tighter monetary policy and softer industrial indicators.

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WS Investor 09-22-26

U.S. Stocks Rally as AI Shares Surge and Falling Oil Prices Ease Inflation Fears

U.S. stocks traded sharply higher Monday, led by technology shares as falling oil prices and lower Treasury yields improved risk sentiment.

The S&P 500 rose 0.95% to 7,723.01, while the Dow Jones gained 0.43% to 51,903.85. The Nasdaq outperformed with a 1.53% advance to 26,927.20.

Technology and AI-related stocks were the main drivers of the rally. Chipmakers including AMD, Intel and Micron posted strong gains, while Meta also advanced as investors returned to AI-related names after last week’s concerns over the pace of artificial-intelligence development eased.

The broader market also benefited from a sharp decline in crude oil prices. Brent fell back toward $100 a barrel as concerns over Middle East supply disruptions eased, helping reduce inflation pressure and pushing the 10-year Treasury yield below 5%.

Improving U.S.-China sentiment added to the positive backdrop, with investors looking ahead to high-level discussions covering trade, technology and AI.

For now, the combination of lower energy prices, easing bond yields and renewed enthusiasm for AI is supporting a broad risk-on move, with the Nasdaq clearly leading the major U.S. indexes.

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The Investor 09-21-26

U.S. Stocks Slip as Weak Industrial Data and Higher Yields Offset Fed-Driven Optimism

U.S. stocks traded modestly lower Friday as investors weighed softer economic data against lingering confidence in the Federal Reserve’s inflation-fighting stance.

The S&P 500 fell 0.20% to 7,622.67, while the Dow Jones declined 0.34% to 51,602.07. The Nasdaq was down 0.13% at 26,383.07, giving back part of its earlier gains.

The session followed Thursday’s rally, when falling oil prices and lower long-term Treasury yields helped investors respond positively to the Fed’s 25-basis-point rate increase. The central bank raised its benchmark range to 3.75%–4.00%, and Chair Kevin Warsh emphasized that inflation remains too high, reinforcing confidence that the Fed is prepared to act against persistent price pressures.

Friday’s economic data were less supportive. U.S. industrial production was unchanged in August, missing expectations for a 0.3% increase, while manufacturing output fell 0.3% after seven consecutive monthly gains. The U.S. Leading Index also declined 0.1%, pointing to some moderation in near-term economic momentum.

At the same time, Treasury yields remained an important headwind. The 10-year yield has recently traded near 5%, keeping pressure on equity valuations, particularly in growth-sensitive sectors. Brent crude’s retreat below $100 has helped ease some inflation concerns, but investors remain focused on whether the Fed will deliver another rate increase later this year.

For now, Wall Street appears caught between confidence in the Fed’s inflation response and concern that tighter monetary policy, high yields and slowing industrial momentum could weigh on growth.

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WS Investor 09-18-26

U.S. Pending Home Sales Rise 0.3% in August as GDPNow Holds at 5.1%

U.S. pending home sales rose 0.3% month over month in August, beating expectations for a 0.2% decline and rebounding from a 2.6% drop in the previous month.

The stronger reading suggests some stabilization in housing demand despite elevated mortgage rates and ongoing affordability pressures. Pending home sales track signed contracts and are often viewed as a leading indicator for future existing-home sales.

Separately, the Atlanta Fed’s GDPNow model kept its estimate for third-quarter U.S. economic growth unchanged at 5.1%.

Together, the data point to continued resilience in the U.S. economy. Housing demand showed a modest improvement, while the GDPNow estimate continued to signal strong overall growth momentum in the third quarter.

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The Investor 09-17-26

09-24-26WS News

09-23-26WS News

NASDAQ:META

Meta Stock Rises 2% as Analysts Raise Targets and Muse App Gains Momentum

Meta Platforms shares rose 2% to $751.36 after multiple analysts issued positive updates on the stock, while the company’s newly launched Muse AI app continued to strengthen investor enthusiasm around Meta’s broader AI strategy.

Cantor Fitzgerald raised its price target to $860 from $680 while maintaining an Overweight rating. KeyCorp also kept an Overweight rating and lifted its target to $900 from $780. UBS reiterated its Overweight rating.

The analyst optimism comes as Meta’s Muse personal AI agent gains early traction. Muse can perform tasks such as sending emails, booking travel and working across connected apps, rather than functioning only as a conversational chatbot. Meta launched the service earlier this month, and the app quickly climbed U.S. download rankings.

Muse has become increasingly relevant to the investment case because it gives Meta a consumer-facing AI product beyond its traditional social-media platforms. Reuters reported that Muse has surpassed 2.5 million downloads, while Meta is continuing to test additional capabilities such as phone calls performed on users’ behalf. (Reuters)

Other reasons behind the stock’s strength include continued digital-advertising growth, AI-driven improvements in recommendations and ad targeting, and growing confidence that Meta can eventually monetize its large AI investments through products such as Muse.

The 2% gain suggests higher analyst targets and the strong early reception for Muse are reinforcing optimism around Meta’s AI strategy.

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The Investor 09-23-26

Meta Muse AI may throw gas on the labor displacement problem — but it's not all doom and gloom

Monthly jobs reports will take on greater weight as AI displaces workers.

(finance.yahoo.com)

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Global Finance News 09-22-26

Meta Expands Threads Parental Supervision Across Asia-Pacific

Meta Platforms (NASDAQ: META) is rolling out parental supervision tools for Threads across Asia-Pacific, expanding its efforts to give parents greater visibility and control over how teenagers use its social-media platforms.

Through Meta’s Family Center, parents will be able to monitor how much time their teens spend on Threads, establish daily usage limits and block access during selected hours. Parents can also adjust sleep mode, control who can tag their teen and manage certain privacy and sensitive-content settings.

The new controls build on Threads’ existing Teen Accounts, which automatically provide protections including private accounts and restrictions on the content shown to younger users. For teens under 16, parents can determine whether those default protections can be relaxed.

The expansion brings Threads more closely in line with Meta’s broader parental-control framework across its apps as the company continues investing in teen safety and family-management tools.

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WS Investor 09-16-26

Meta Launches Meta One Subscription Service With Expanded AI Features

Meta Platforms (NASDAQ: META) has launched Meta One, a new subscription service spanning Instagram, Facebook, WhatsApp and Meta AI, creating another potential revenue stream beyond the company’s core advertising business. Meta said more than 50 features are available at launch, while its subscription products have already accumulated 15 million subscriptions and trials.

Meta One combines premium social-media features with higher usage limits for the company’s increasingly compute-intensive AI tools. Subscribers can generate and edit more images and videos with Meta AI, access additional Instagram AI features and choose between individual app subscriptions and broader Core and Premium bundles. Meta said its basic apps and everyday Meta AI experience will remain free.

The company is also targeting creators and businesses with professional tools, including enhanced profiles, audience-growth features and greater access to Meta Business Agent for automated customer interactions. Meta plans to expand these capabilities with additional AI agents, content-creation tools and business automation features.

Pricing starts at $2.99 per month for individual products and $7.99 for consumer bundles, while creator and business packages begin at $14.99 and extend to as much as $499 per month for the highest-tier plan. The rollout gives Meta another way to monetize its enormous user base and growing AI ecosystem through recurring subscription revenue alongside advertising.

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WS Investor 09-16-26

Meta and Applied Materials Declare Quarterly Cash Dividends

Meta Platforms and Applied Materials announced quarterly cash dividends on September 10, continuing shareholder capital returns at two of the largest U.S. technology companies.

Meta’s board declared a quarterly dividend of $0.525 per share for both Class A and Class B common stock. The dividend will be paid on September 28 to shareholders of record at the close of business on September 21.

Applied Materials separately declared a quarterly dividend of $0.53 per share, payable December 10 to shareholders of record on November 19. The semiconductor equipment company increased its quarterly dividend by 15% earlier this year, from $0.46 to $0.53, marking its ninth consecutive annual dividend increase.

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Global Finance News 09-11-26

Meta Expands WhatsApp Payments in India With New Bill-Pay Feature

Meta is expanding WhatsApp’s role in India’s digital payments market with the launch of a new feature allowing users to pay household and utility bills directly within the messaging app.

The service, powered by India’s Bharat Connect (BBPS) network, provides access to 22,722 billers across 30 categories, including electricity, gas, water, insurance, credit cards, FASTag and loan repayments.

Users can access the service through the ₹ icon in WhatsApp, view upcoming and previous bills, manage multiple accounts and make payments using UPI, debit cards or credit cards. The feature is being rolled out gradually to Android and iOS users across India.

WhatsApp Pushes Deeper Into India’s Digital Economy

The launch expands WhatsApp beyond messaging and commerce into another high-frequency financial activity. The platform already supports services in India such as mobile recharges, metro-ticket purchases and access to government services.

For Meta, integrating recurring payments could increase engagement with WhatsApp’s payments ecosystem and strengthen the app’s position as an everyday digital platform in one of its most important global markets.

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The Investor 09-04-26

Meta Stock Falls 9% Premarket Despite Strong Revenue Growth as Profit Margins Shrink on AI Spending

Meta Platforms (NASDAQ: META) shares dropped 9% in premarket trading on Thursday after the social media giant reported second-quarter results that highlighted the growing cost of its aggressive artificial intelligence investments, overshadowing another quarter of strong revenue growth.

Revenue increased 28% year-over-year to $60.8 billion, driven by continued strength in digital advertising. Ad impressions rose 14%, while the average price per ad increased 12%. Family Daily Active People (DAP) reached 3.60 billion, up 3% from a year earlier, demonstrating continued user engagement across Meta's platforms.

## AI Investment Weighs on Profitability

Despite the robust top-line growth, investors focused on a sharp deterioration in profitability. Total costs and expenses surged 55% to $42.0 billion, reflecting massive AI infrastructure investments, $2.4 billion in legal-related charges and $1.18 billion in severance costs following the company's May workforce reduction.

As a result, operating income declined 8% to $18.8 billion, while operating margin contracted to 31% from 43% a year ago. Net income fell 14% to $15.8 billion, and diluted earnings per share decreased 13% to $6.18.

Meta also spent $31.1 billion on capital expenditures during the quarter and narrowed its full-year capital expenditure guidance to $130-145 billion, reinforcing expectations that AI infrastructure spending will remain elevated.

## Guidance Offers Limited Relief

For the third quarter, Meta expects revenue between $61 billion and $64 billion, while raising the lower end of its full-year expense guidance to $165-169 billion. The company maintained its expectation that full-year operating income will exceed 2025 levels, but investors appeared more concerned about the pace of spending than the revenue outlook.

## What to Watch

The sharp premarket decline suggests investors are becoming increasingly sensitive to profitability as large technology companies continue investing heavily in AI. Going forward, the market will closely monitor whether Meta can translate its record AI spending into stronger earnings growth while preserving operating margins.

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European Investor 07-30-26

Meta Beats Q1 Estimates, But Surging AI Capex Spooks Investors

Meta Platforms delivered a strong Q1 2026, yet shares slid after hours as Wall Street fixated on a massive spending hike.

Revenue climbed 33% year-over-year to $56.31 billion — the fastest growth since 2021 — beating estimates of $55.45 billion. Adjusted EPS came in at $7.31, topping the $6.79 consensus. Ad impressions jumped 19% year-over-year, while average price per ad rose 12%.

The trouble? AI spending. Meta raised its full-year 2026 capex guidance to $125–$145 billion, up from $115–$135 billion, citing higher component pricing and additional data center costs — and that single line item drove a ~6% after-hours decline.

META shares were trading at $613.00 in pre-market, down 8.39%.

Zuckerberg's AI investments have yet to produce new revenue streams but have strengthened the core advertising business. For now, markets want proof the bet will pay off (CNBC).

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WS Investor 04-30-26

Meta Posts 33% Revenue Growth in Q1 2026, Hits $56.3 Billion

Meta Platforms reported first-quarter revenues of $56.3 billion, up 33% year over year, with operating income rising 30% to $22.9 billion at a 41% margin. Net income surged 61% to $26.8 billion, though results were boosted by an $8 billion one-time tax benefit. Daily active users across Meta's family of apps averaged 3.56 billion in March, up 4% from a year ago. Ad impressions grew 19% and average ad prices rose 12%. Capital expenditures reached $19.8 billion for the quarter, with full-year capex guidance raised to $125-145 billion, reflecting higher component costs and expanded data center investment. For Q2, Meta guided revenues of $58-61 billion.

Source: Meta Platforms, Inc. Press Release, April 29, 2026

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Global Finance News 04-29-26

Meta has signed a major agreement with Amazon Web Services to deploy AWS Graviton processors at scale, supporting its next-generation AI infrastructure. The rollout will begin with tens of millions of Graviton cores, with capacity expected to expand as demand grows.

The partnership reflects increasing demand for CPU-intensive workloads driven by “agentic AI,” including real-time reasoning, code generation, and multi-step task orchestration. While GPUs remain key for training models, Graviton chips are positioned to handle large-scale operational AI processes more efficiently.

The deal strengthens Meta’s long-standing relationship with AWS and supports its broader AI strategy, leveraging Amazon’s cloud infrastructure and services to manage billions of AI-driven interactions.
Business Wire

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The Investor 04-26-26

09-25-26Global Finance News

09-24-26WS News

09-23-26WS News

NASDAQ:AKAM

Akamai Jumps 6% After $11.6 Billion Anthropic Deal, Analysts Raise Price Targets

Akamai Technologies (NASDAQ: AKAM) shares rose about 6% after the company announced a seven-year, $11.6 billion cloud infrastructure agreement with Anthropic, while several Wall Street firms raised their price targets on the stock.

Under the agreement, Anthropic will use Akamai Cloud’s distributed infrastructure and software to support expanding CPU workloads. The relationship could grow by an additional $9 billion, bringing the total potential commitment to roughly $20 billion. Akamai said the initial contract is expected to require about $5.5 billion in related capital expenditures.

The announcement prompted a series of analyst actions. Guggenheim raised its price target to $225 from $190 and maintained a Buy rating, Piper Sandler lifted its target to $158 from $125 while reiterating Overweight, and UBS increased its target to $148 from $143 while keeping a Neutral rating. The more constructive targets likely reflect the size and long duration of the Anthropic commitment, stronger visibility into Akamai’s cloud revenue growth and evidence that its infrastructure is gaining traction for large-scale AI workloads. At the same time, the substantial capital spending required to support the contract remains an important consideration.

Akamai also issued Anthropic a warrant representing up to approximately 5% of the company’s common stock on an as-converted basis, with vesting linked to the expansion of the commercial relationship. The company said the agreement will not affect its 2026 revenue guidance, although 2026 capital expenditures are expected to increase by about $1.7 billion to secure critical infrastructure components.

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Global Finance News 09-25-26

Akamai Stock Jumps 7% Despite Mixed Analyst Updates From Susquehanna and HSBC

Akamai Technologies (NASDAQ: AKAM) shares rose about 7% Monday despite mixed analyst actions, as Susquehanna maintained a bullish view while HSBC became more cautious on the cloud computing and cybersecurity company.

Susquehanna analyst Aaron Samuels lowered the firm's price target on Akamai to $140 from $175 but maintained a Positive rating. The revised target still implies roughly 20% upside from the stock's recent price of $116.34.

At the same time, HSBC analyst Stephen Bersey cut the firm's price target to $123 from $171 and moved its rating to Hold from Buy.

Analyst Views Diverge on Akamai

The two reports present a mixed picture. Susquehanna's substantial target reduction indicates lower expectations for Akamai's valuation, but the Positive rating suggests the firm still sees meaningful upside.

HSBC's move was more cautious, with both a significant price-target reduction and a downgrade to Hold. Its new $123 target is only modestly above Akamai's current trading level.

Despite these revisions, AKAM shares gained approximately 7%, suggesting investors are focusing on factors beyond the analyst changes or had already priced in more cautious expectations.

The strong move also indicates that the target cuts have not materially undermined near-term sentiment toward the stock. Investors will now be watching whether Akamai can sustain the rally and whether other analysts adjust their forecasts following the company's recent developments.

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European Investor 08-10-26

Akamai Technologies and Visa announced a strategic collaboration to strengthen trust and security in emerging agentic commerce, integrating Visa’s Trusted Agent Protocol with Akamai’s edge-based behavioral intelligence and fraud protection. The partnership aims to help merchants securely authenticate AI shopping agents, link them to underlying consumers, and prevent fraud as autonomous agents increasingly transact on behalf of users, enabling safe and scalable adoption of AI-driven commerce experiences.
Source: Visa, Business Wire

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European Investor 12-17-25

Akamai Expands Credit Facility, Plans $1.35 Billion Convertible Notes Offering

Akamai Technologies has amended its existing credit agreement, significantly expanding its revolving credit facility and adjusting key terms. The amendment, signed on May 12, 2025, doubles the revolving commitments from $500 million to $1 billion and extends the maturity date by one year to November 22, 2028. The amendment also eliminates any future increase options and reduces the number of permitted maturity extensions from two to one.

In a related announcement on May 13, Akamai revealed plans to offer $1.35 billion in Convertible Senior Notes due 2033 through a private placement to qualified institutional buyers. Proceeds from the offering are expected to support general corporate purposes, which may include repayment of existing debt, capital expenditures, and potential acquisitions.

These moves are part of Akamai’s strategy to strengthen liquidity and increase financial flexibility amid continued investment in edge computing and cybersecurity.

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ME NEWS 05-13-25

09-25-26Global Finance News

08-10-26European Investor

NASDAQ:DASH

Lowe’s Launches Drone Delivery With DoorDash and Wing

Lowe’s (NYSE: LOW) launched a drone delivery pilot in Matthews, North Carolina, becoming the first home improvement retailer to offer the service. Customers can order select project essentials through the DoorDash app and have them delivered by Wing drones in as fast as 20 minutes.

The service is designed for small, time-sensitive items that can delay home improvement projects, including hand tools, paint products, tape, cleaners, batteries and other household essentials. Eligible customers will see a “Lowe’s by Drone” option inside DoorDash, while Wing drones currently carry orders weighing about 2.5 pounds per flight.

Lowe’s said the pilot is part of its broader effort to reduce friction in the shopping experience and expand same-day fulfillment options. The initiative also builds on the retailer’s recent technology investments, including its Mylow and Mylow Companion AI assistants, which have answered more than 25 million questions since launching in 2025.

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WS Investor 09-24-26

DoorDash and Costco Expand Partnership With Nationwide U.S. Delivery Launch

DoorDash and Costco Wholesale expanded their global partnership Thursday with the nationwide U.S. launch of Costco on the DoorDash Marketplace, giving Costco members access to same-day delivery from all of the retailer’s U.S. warehouses.

Through the DoorDash app, Costco members can shop more than 4,000 products, including groceries, pantry staples, household essentials, electronics, seasonal merchandise and Kirkland Signature products. Customers can link their existing Costco membership directly to DoorDash, while non-members can purchase a membership through Costco before linking their accounts.

The U.S. rollout expands an existing international partnership between the companies that already covers Australia, New Zealand, Sweden, Iceland and Puerto Rico. DoorDash said Costco had been among the most-searched retailers that was not previously available on its U.S. marketplace.

The addition also strengthens DoorDash’s position in grocery and retail delivery. With Costco joining the platform, DoorDash now says it works with eight of the 10 largest food retailers in North America, broadening its business beyond its traditional restaurant-delivery operations.

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WS News 09-17-26

DoorDash Rockets 10% in Premarket as Growth Accelerates Across All Fronts

DoorDash is the most eye-catching premarket mover today, with shares surging 10% after the company posted a first quarter 2026 earnings report that demonstrated the delivery giant is firing on all cylinders. Record order volumes, an all-time high in monthly active users, and strong guidance for the quarter ahead gave investors plenty of reasons to bid the stock sharply higher before the opening bell.

Revenue for the quarter ended March 31, 2026 came in at $4.04 billion, a 33% increase year-over-year. Total orders grew 27% to 933 million, while Marketplace Gross Order Value — the broadest measure of spending flowing through the platform — surged 37% to $31.6 billion. The company also reported record membership signups during the quarter and a new high for monthly active users, underscoring the health of consumer demand on its platform even in a challenging macroeconomic environment.

Adjusted EBITDA reached $754 million, up 28% from $590 million in the same period a year ago. GAAP net income attributable to common stockholders came in at $184 million, a slight 5% decline year-over-year, though this was largely a function of elevated investment spending rather than any deterioration in the underlying business. The company generated $594 million in net cash from operating activities and $420 million in free cash flow during the quarter.

A significant part of the growth story this quarter was the contribution of Deliveroo, the international delivery platform DoorDash acquired. Excluding Deliveroo, total orders still grew 16% year-over-year, Marketplace GOV rose 24%, and revenue climbed 21% — solid organic growth rates that suggest the core business remains healthy independent of acquisition effects. Internationally, early integration work with Deliveroo is showing encouraging signs, with accelerated year-over-year growth in monthly active users, total orders, and Marketplace GOV across the UK, France, and Italy.

Domestically, momentum across both the restaurant and grocery and retail categories was strong. The grocery and retail segment attracted more new consumers in the first quarter than in any previous quarter, while DashPass membership growth accelerated on the back of stronger signups and lower churn. The company also expanded its Reservations product to Chicago and reported significant acceleration in new partner signs at SevenRooms, pointing to a broadening role for DoorDash beyond simple delivery.

Guidance for the second quarter was equally constructive. DoorDash projected Marketplace GOV of $32.4 billion to $33.4 billion and adjusted EBITDA of $770 million to $870 million. The wide EBITDA range reflects some uncertainty around the company's Dasher gas relief program, which is expected to cost over $50 million in gross terms during the quarter — a direct consequence of elevated fuel prices stemming from the ongoing Middle East conflict. For the full year, the company reiterated its expectation that adjusted EBITDA as a percentage of Marketplace GOV will increase slightly compared to 2025, excluding the impact of Deliveroo.

The 10% premarket surge reflects a market that sees DoorDash not merely as a food delivery company, but as an increasingly diversified commerce and logistics platform with genuine international scale and a membership flywheel that continues to strengthen with each passing quarter.

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The Investor 05-07-26

DoorDash announced an expansion of its partnership with Lyft into Canada, enhancing the value of its DashPass subscription service.

Under the expanded offering, DashPass members in Canada can now access rideshare discounts on Lyft, marking the first international rollout of such benefits. The move builds on an existing U.S. partnership and aims to position DashPass as a broader lifestyle membership beyond food delivery.

Members will receive perks including 50% off one ride (up to $10) after linking accounts, as well as ongoing discounts of 5% on regular rides and 10% on scheduled airport trips, alongside priority pickup benefits.

The partnership reflects DoorDash’s strategy to expand its ecosystem and increase user engagement, while Lyft gains access to a wider customer base in key Canadian cities.

Source: Business Wire

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Global Finance News 04-30-26

DoorDash has announced a major expansion of its grocery business in Canada through a partnership with Empire Company Limited.

The agreement brings more than 1,000 grocery stores across all 10 provinces onto the DoorDash platform, including well-known banners such as Sobeys, Safeway, IGA, FreshCo, Farm Boy, and Longo’s. With this addition, DoorDash now partners with four of the five largest grocery companies in Canada.

The expansion reflects strong growth in the grocery segment, with around 25% of DoorDash’s monthly active users in Canada engaging with grocery, convenience, alcohol, and retail categories as of late 2025. Customers will have access to roughly 10,000 items per store on average, with delivery typically completed in under 60 minutes in major cities.

The partnership aims to meet rising consumer demand for convenience and on-demand shopping, while enabling Empire to extend its digital reach and complement its physical retail network.

Source: Business Wire

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The Investor 04-27-26

DoorDash unveiled a curated list of top local restaurants for Mother’s Day brunch, highlighting options for delivery, reservations, and in-store rewards as part of its seasonal campaign. The initiative aims to simplify holiday planning while supporting highly rated small and medium-sized local businesses.

The company noted strong demand for brunch, with millions of related orders placed over the past year, and emphasized flexible ways to celebrate—from home delivery to booking popular dining spots. DoorDash is also offering promotions, including reservation-based rewards and in-store credits for DashPass members.

The campaign reflects DoorDash’s broader strategy to enhance user engagement by combining dining, discovery, and rewards within its platform.
Business Wire

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European Investor 04-21-26

DoorDash to Announce First Quarter 2026 Results on May 6, 2026

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WS Investor 04-09-26

DoorDash announced a temporary relief program to help drivers offset rising fuel costs, offering financial incentives to active Dashers in the U.S.

The program includes 10% cash back on gas purchases for users of the DoorDash Crimson card, along with weekly payments of up to $15 for drivers who exceed mileage thresholds while completing deliveries.

Running through April 2026, the initiative aims to reduce operating costs for drivers and support earnings amid higher fuel prices.
Business Wire

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WS Investor 03-23-26

DoorDash, Inc. to exit four international markets under Deliveroo and Wolt brands

DoorDash announced plans to wind down operations in Qatar, Singapore, Japan and Uzbekistan across its Deliveroo and Wolt brands, following a multi-month review of country-specific conditions. The company said the exits are part of a strategy to concentrate resources in markets where it sees the strongest path to sustainable scale and long-term leadership.

An orderly transition process will begin in each country, with DoorDash working alongside employees, merchants, consumers and couriers. The company is also making limited operational adjustments in select locations, including targeted engineering investments in the United Kingdom.

DoorDash stated that the country exits are not expected to materially affect its financial outlook, and previously issued guidance remains unchanged.

Source: Business Wire

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The Investor 02-25-26

DoorDash (NASDAQ: DASH) reported strong fourth quarter and full year 2025 results, highlighting continued growth across its core categories and international markets.

In the fourth quarter, total orders rose 32% year-over-year to 903 million, while Marketplace Gross Order Value (GOV) increased 39% to $29.7 billion. Revenue grew 38% to $4.0 billion. GAAP net income attributable to common stockholders climbed 51% year-over-year to $213 million, and adjusted EBITDA rose 38% to $780 million.

For full year 2025, DoorDash generated nearly $75 billion in sales for local merchants across more than 40 countries and over $20 billion in earnings for Dashers. The company cited accelerated growth in U.S. restaurants, record DashPass signups, improved grocery and retail retention, new merchant services such as restaurant reservations and Smart Campaigns, and strong international expansion as key drivers.

Source: Business Wire.

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WS Investor 02-19-26

05-07-26European Investor

04-11-26European Investor

12-25-25WS News

12-15-25WS News

NYSE:SQ

Square Integrates Apple Business to Boost Local Merchant Visibility Across Apple Maps

Block’s (NYSE: XYZ) Square announced a new integration with Apple Business that allows eligible Square sellers to manage their business presence across Apple Maps, Siri AI, Apple Wallet and other Apple apps directly from the Square Dashboard.

The integration lets merchants automatically sync key information such as business hours, addresses and phone numbers, while also adding branding and action links for menus, orders, pickup, delivery, bookings and appointments. Square said claimed locations receive 30% more views on Apple Maps, while action links can increase click-through rates across website, call and other engagement buttons by 31%.

The integration is designed to reduce the operational burden of maintaining business information across multiple channels while improving local discovery and conversion. Square also said future updates are expected to add engagement metrics and peer benchmarking within the Square Dashboard.

The Apple Business integration is now available to eligible Square sellers in Australia, Canada, France, Ireland, Japan, Spain, the U.K. and the U.S.

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Global Finance News 09-25-26

Square and OpenTable Expand Partnership to Unify Restaurant Guest and Payment Data

Block’s (NYSE: XYZ) Square and OpenTable, part of Booking Holdings (NASDAQ: BKNG), announced an expanded strategic partnership Tuesday that will more deeply integrate restaurant reservations, guest information and payment data.

The partnership builds on the companies’ point-of-sale integration launched in 2022 and is designed to give restaurant operators a more complete view of customers by combining OpenTable’s reservation and dining-preference data with Square’s transaction and operational information.

Square Connects Reservations With Customer Spending

Under the expanded integration, restaurants can combine reservation history, dining preferences and transaction information within a unified guest profile.

That means operators can connect a reservation with what a customer ordered, how much they spent, their payment method and whether they returned. Restaurants can then use those insights for personalized marketing, loyalty programs and customer engagement.

The integration will also allow restaurants to measure the financial value of reservations by linking bookings with spending, repeat visits and customer lifetime value.

For Square, the partnership strengthens its broader restaurant technology offering beyond payment processing and point-of-sale services. Connecting payments with customer and reservation data could make Square's ecosystem more valuable to restaurant operators while increasing customer retention across its software and hardware products.

Partnership Expands Across Six Markets

The enhanced Square-OpenTable integration will serve restaurants across the U.S., Canada, U.K., Australia, Ireland and France.

The companies also plan additional enhancements, including faster onboarding, improved reservation workflows, richer customer intelligence across ordering channels and deeper integration between loyalty, customer engagement and payments.

The partnership reinforces Square's strategy of developing its platform into a broader operating system for restaurants rather than functioning primarily as a payments provider. Combining Square's transaction data with OpenTable's restaurant network and reservation information could give both platforms a stronger competitive position as restaurants increasingly seek integrated technology rather than multiple disconnected systems.

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European Investor 08-18-26

Block Jumps 6.6% Pre-Market as Strong Quarter, Raised Guidance, and AI Transformation Win Over Investors

San Francisco, May 8, 2026 — Shares in Block, Inc. gained 6.6% in pre-market trading on Thursday after the fintech company reported a first quarter that beat guidance across every metric and raised its full-year outlook, while simultaneously presenting a compelling case that its aggressive AI-first operating model is already generating measurable business results.

Gross profit grew 27% year-over-year to $2.91 billion, with Cash App as the standout performer at 38% growth to $1.91 billion. Square grew a steady 9% to $982 million. Adjusted operating income of $728 million represented a 25% margin, and adjusted diluted EPS of $0.85 beat internal guidance. The company is now targeting full-year gross profit growth of 19% and adjusted diluted EPS growth of 62% — a substantial upgrade from prior guidance that gave investors clear reason to reprice the stock higher.

The AI narrative in the shareholder letter was unusually concrete for a technology company, and that specificity likely added conviction to the pre-market move. CEO Jack Dorsey disclosed that production code changes per engineer are up more than 2.5 times since January, incident rates after code changes fell over 70% year-over-year, and an internal AI tool called Builderbot is now reviewing over 90% of production code change requests and making 15% of production code changes nearly fully autonomously. These are operational metrics, not aspirational claims, and they suggest Block is translating AI investment into real efficiency gains faster than peers.

On the consumer side, Moneybot — a proactive AI financial management tool within Cash App — is live and showing early promise, with Dorsey noting that customers who take AI-prompted actions return at dramatically higher rates than those who only receive information. Managerbot, which gives Square sellers real-time business intelligence, is available to over one million sellers ahead of U.S. general availability in June.

For a company that has navigated a challenging period of restructuring and investor skepticism, a quarter this clean combined with a 62% adjusted EPS growth outlook is a powerful reset of expectations.

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Global Finance News 05-08-26

Block Inc. highlighted the growth of Black Seed Bagels as a case study of its Square ecosystem, demonstrating how its unified commerce solutions support scaling businesses.

Black Seed Bagels has expanded to 10 locations across New York City while tripling its gross payments volume using Square’s platform. The technology supports operations across in-store transactions, online ordering, loyalty programs, and multi-location management, enabling the brand to scale without compromising product quality.

The platform has been central to the company’s growth since 2017, helping it navigate expansion, pandemic disruptions, and subsequent recovery. By integrating tools for payments, marketing, staffing, and delivery, Square provides end-to-end operational visibility and efficiency.

The case underscores Block’s strategy to position Square as a comprehensive commerce infrastructure for small and mid-sized businesses, particularly in high-volume, complex environments like urban food service.

Source: Business Wire

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Global Finance News 04-30-26

Block Inc. announced that its Square Managerbot is now available in open beta to a broader group of sellers, expanding its AI-powered capabilities for small businesses.

Managerbot, integrated into the Square platform, acts as a proactive business agent that monitors operations in real time, automates routine tasks, and provides actionable insights across areas such as sales tracking, inventory management, staff scheduling, and marketing.

The company said the tool is designed to help business owners reduce time spent on administrative work and improve decision-making, while maintaining user control by requiring approval for all automated actions.

Source: Block press release, Business Wire

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The Investor 04-28-26

Uber Technologies and Block Inc. announced an expanded global partnership aimed at improving restaurant operations and payment options across Uber’s platforms. The collaboration will extend Square’s integration with Uber Eats to multiple international markets, while introducing Cash App Pay as a payment method for Uber and Uber Eats users in the United States.

The partnership is designed to streamline restaurant workflows through integrated ordering systems and enhance customer payment flexibility, including access to millions of Cash App users. The companies said the initiative builds on previous collaborations and reflects a broader effort to connect their ecosystems and support growth for merchants and consumers globally.

Source: Uber

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The Investor 04-24-26

Açaí Republic has selected Square as its unified commerce platform to support its expanding franchise network, currently spanning 36 locations across multiple U.S. states. The move aims to standardize operations, streamline ordering, and enhance customer experience across in-store, mobile, and kiosk channels.

Square’s platform enables centralized menu management, reporting, and seamless onboarding of new locations, while also supporting customized solutions such as mobile ordering apps and loyalty programs.

The partnership comes as Açaí Republic continues its national expansion, with additional locations under development. The company said the new system provides the infrastructure needed to scale efficiently while maintaining consistent service quality.

Square highlighted the collaboration as part of its broader strategy to support growing restaurant brands with integrated, flexible commerce solutions.
Business Wire

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European Investor 04-21-26

Block Inc. announced that its Square Handheld device powered a high-profile mobile retail activation by Wild West Social House during the Coachella Valley music festival, highlighting growing demand for flexible, on-the-go commerce solutions.

The Los Angeles-based fashion rental club used Square’s portable point-of-sale system to run a fully operational pop-up experience, enabling real-time inventory tracking and seamless payments in a challenging desert environment with limited connectivity. The activation marked the company’s first major off-site expansion beyond its flagship location.

Square Handheld allowed staff to manage thousands of unique luxury items while maintaining accurate inventory and delivering high-touch customer service. Features such as offline payment capability and mobile catalog synchronization proved critical in supporting operations during the multi-day event.

The initiative reflects a broader shift toward mobile-first retail models, as brands increasingly seek to engage customers at events and temporary locations. Block said the collaboration demonstrates how integrated payment and inventory tools can enable new business models and support expansion, with Wild West Social House planning further growth, including a new location in New York City.
Business Wire

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European Investor 04-18-26

Block announced that Birch Coffee has expanded its footprint in New York City with the opening of its 12th location, powered by Square’s unified commerce platform.

The partnership enables Birch Coffee to streamline operations, manage multiple locations, and enhance customer engagement through integrated tools such as point-of-sale systems, marketing features, and subscription services. The brand reported 16% year-over-year growth in 2025, supported by its transition to Square’s ecosystem.

The expansion highlights Square’s role in helping small and mid-sized businesses scale efficiently while maintaining consistent customer experiences in competitive urban markets.
Business wire

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European Investor 04-11-26

Block Inc. announced that GOLFTEC has adopted its Square platform to unify payments and commerce operations across more than 200 U.S. locations.

The new system integrates in-person, retail, and online transactions, providing real-time visibility into customer activity and streamlining payment processing, refunds, and financial reconciliation.

Implementation was completed in just four weeks, enabling rapid modernization without operational disruption. The platform has already delivered measurable efficiency gains, including approximately 10,000 hours saved in administrative work, faster financial reporting, and around $100,000 in savings from improved dispute management.

Block said the partnership demonstrates how unified commerce solutions can enhance operational efficiency and allow staff to focus more on core services, while supporting data-driven decision-making and future growth.
Business Wire

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Global Finance News 04-07-26

02-27-26WS News

NASDAQ

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European Investor 09-24-26

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WS News 09-23-26

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WS Investor 09-22-26

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The Investor 09-21-26

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WS Investor 09-18-26

U.S. Stocks Rally as Fed Rate Hike Boosts Confidence in Inflation Fight

U.S. stocks opened sharply higher Thursday, with investors responding positively to the Federal Reserve’s interest-rate decision and signs that policymakers remain committed to bringing inflation under control.

The S&P 500 rose 0.93% to 7,621.95, while the Dow Jones gained 0.52% to 51,730.65. The Nasdaq led the advance, climbing 1.28% to 26,312.06 as technology shares attracted renewed buying.

The gains followed Wednesday’s Federal Reserve decision to raise its benchmark rate by 25 basis points to a 3.75%–4.00% range. Although the move was widely expected, the unanimous decision under Fed Chair Kevin Warsh appeared to strengthen investor confidence that the central bank is prepared to address persistent inflation pressures.

Sentiment was also supported by a pullback in oil prices, easing some concerns that high energy costs could add further inflation pressure. Reuters reported that U.S. stock futures had already moved higher before the opening bell as lower crude prices reinforced the positive reaction to the Fed decision.

Still, the Fed maintained a hawkish stance, with most policymakers indicating that another rate increase could be appropriate before the end of the year. For now, however, markets appear to be focusing on the credibility of the Fed’s inflation response.

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WS News 09-17-26

U.S. Stocks Rise as Tech Gains Offset Fed Rate Concerns After Strong Retail Sales

U.S. stocks traded mostly higher Wednesday, with the S&P 500 up 0.37% to 7,613.62 and the Nasdaq gaining 0.69% to 26,160.05. The Dow Jones was nearly flat, slipping 0.08% to 52,048.87, as technology stocks led the market higher ahead of the Federal Reserve’s policy decision.

Fresh economic data showed that U.S. consumers remain surprisingly resilient. Retail sales jumped 1.2% month over month in August, beating the 0.8% forecast and reversing July’s 0.5% decline. Core retail sales were even stronger, rising 1.4% versus the 0.6% expected. The data adds to evidence that the U.S. economy continues to carry solid momentum.

The strength of consumer spending also complicates the interest-rate outlook. Markets are pricing a roughly 90% probability that the Fed will raise rates by 25 basis points later Wednesday, as policymakers confront persistent inflation and the inflationary impact of higher energy prices. The 10-year Treasury yield, which recently crossed 5% and reached its highest level since 2007, eased to around 4.97%, providing some relief for growth and technology stocks.

Oil prices also pulled back after their recent surge, with Brent falling around 1.5% today.

Investors are now focused on the Fed decision and Chair Kevin Warsh’s comments for clues on whether an expected rate increase represents a one-time response to renewed inflation pressures or the beginning of a broader tightening cycle.

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WS Investor 09-16-26

U.S. Stocks Fall as 10-Year Yield Hits 5% and Oil Fuels Fed Hike Fears

U.S. stocks traded lower Tuesday as surging Treasury yields, elevated oil prices and renewed geopolitical tensions outweighed signs of continued job creation.

The Dow Jones Industrial Average fell 0.96%, while the Nasdaq Composite declined 0.58% and the S&P 500 lost 0.44%. The benchmark 10-year U.S. Treasury yield climbed above 5%, reaching its highest level since 2007 as investors prepared for Wednesday’s Federal Reserve decision. Markets are pricing a roughly 90% probability of a 25-basis-point rate hike.

Economic data offered a mixed picture. Weekly ADP employment growth accelerated to 16,300 from 12,000, suggesting the labor market continues to add jobs. However, the New York Empire State Manufacturing Index dropped to 7.6 in September from 20.6, well below the 14.8 forecast.

Geopolitical risks remain another major headwind. Oil prices have stayed above $100 as renewed attacks involving Iran-aligned Houthis and Saudi Arabia increased concerns over Middle East supply disruptions. Higher energy prices are reinforcing inflation fears.

With bond yields around 5% increasing the relative attractiveness of fixed-income assets and putting pressure on equity valuations, investors are likely to remain cautious ahead of the Fed decision and its guidance on whether additional rate hikes could follow.

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The Investor 09-15-26

U.S. Stocks Fall as Oil Surge, Inflation Fears and AI Selloff Pressure Wall Street

U.S. stocks opened lower on Monday as a renewed surge in oil prices intensified inflation concerns while a selloff in artificial intelligence stocks weighed heavily on the technology sector.

The S&P 500 fell 0.49% to 7,619.13, while the Dow Jones Industrial Average declined 0.23% to 52,454.22. The tech-heavy Nasdaq underperformed, dropping 0.73% to 26,140.28.

Brent crude jumped more than 4% to around $109 a barrel, adding to concerns that elevated energy costs could keep inflation higher for longer. Those worries are particularly important ahead of this week’s Federal Reserve decision, with markets pricing a high probability of another rate increase after recent inflation data.

Technology shares faced an additional headwind from a reassessment of the AI boom. AI-linked stocks came under pressure after leading industry executives called for slowing the development of increasingly powerful AI models over safety concerns. Nvidia and several semiconductor stocks fell, helping explain the Nasdaq’s sharper decline.

The combination of higher oil prices, renewed inflation risks and uncertainty over the pace of AI investment is putting pressure on equity valuations, particularly high-growth technology stocks.

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WS Investor 09-14-26

U.S. Stock Futures Jump After CPI Data as Oracle Rally and Oil Pullback Lift Sentiment

U.S. stock futures moved sharply higher Friday after August inflation data came broadly in line with expectations, while a pullback in oil prices and strong Oracle earnings helped improve sentiment. S&P 500 futures rose 0.92%, Dow futures gained 0.94%, and Nasdaq futures advanced 1.06%.

Headline CPI increased 0.4% month-over-month in August, matching expectations but accelerating from 0.1% in July. Annual inflation held at 3.4%. Core CPI rose 0.3% on the month, slightly above the 0.2% forecast, while the annual core rate eased to 2.4% from 2.5%. The mixed report leaves inflation concerns alive ahead of next week’s Federal Reserve meeting, particularly after Thursday’s hotter producer-price data.

Energy markets provided some relief. Brent crude fell about 3% to around $104 a barrel after briefly approaching $110, although it remains up strongly for the week. Reports of diplomatic efforts to establish temporary shipping arrangements through the Strait of Hormuz helped cool prices. However, geopolitical risks remain elevated as the U.S.-Iran conflict and attacks on regional shipping continue to restrict oil flows.

Technology stocks were also supported by Oracle, which jumped about 6% in premarket trading after reporting a 30% increase in Q1 revenue to $19.3 billion. Cloud infrastructure revenue surged 121% to $7.4 billion, while remaining performance obligations reached $664 billion amid strong AI demand.

Despite the equity rebound, bond yields remain a key risk. The 10-year Treasury yield is hovering near 4.94%, leaving markets sensitive to inflation, oil prices and changing expectations for the Fed’s September decision.

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WS Investor 09-11-26

09-25-26Global Finance News

09-15-26The Investor

09-14-26WS Investor

09-12-26WS News

09-09-26WS Investor

NASDAQ:MCHP

Microchip Launches New 65V Digital Power Monitors for 48V AI, Automotive and Industrial Systems

Microchip Technology (NASDAQ: MCHP) introduced its new PAC1761 and PAC1861 families of 65V energy-aware digital power monitors, targeting growing demand for 48V power architectures across AI data centers, automotive, networking and industrial applications.

The new devices are designed to monitor not only real-time voltage, current and power, but also accumulated energy consumption over time. Microchip said the monitors provide up to 65V measurement capability and 75V transient spike protection, helping designers improve efficiency, reliability and system resilience in higher-power 48V environments.

Key features include programmable alerts for voltage, current and power excursions, step-limit detection for sudden load changes, and configurable accumulated-energy thresholds. The products are available in 12-bit PAC1761 and 16-bit PAC1861 versions, with pin-compatible package options intended to reduce redesign and qualification requirements.

The PAC1761 and PAC1861 families are available now, with pricing starting at $0.56 per unit in 10,000-unit quantities. The products are aimed at applications including AI/data centers, servers, telecom infrastructure, automotive systems and 48V power distribution.

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WS Investor 09-24-26

Microchip Technology Completes Hailo Acquisition to Expand Edge AI Portfolio

Microchip Technology said it completed its acquisition of Hailo, adding AI accelerators, vision processors, robotics processors and related software to its semiconductor portfolio. Financial terms were not disclosed, and Microchip said the transaction is not expected to have a material impact on its financial results.

The acquisition strengthens Microchip’s position in Edge AI, machine vision, robotics and Physical AI. By combining Hailo’s AI and vision technologies with Microchip’s embedded processing, connectivity, security, analog, FPGA and power products, the company aims to offer more complete platforms for intelligent systems at the edge.

Hailo’s portfolio supports computer vision, transformer-based models, multimodal workloads and advanced video analytics. Microchip said the combined offering could address applications ranging from low-power smart cameras to autonomous machines and high-performance robotics.

Hailo also brings more than 100 customers and a developer community of over 10,000 users. Microchip plans to continue supporting Hailo’s existing products and software environment while investing in future AI acceleration and vision-processing technologies.

The deal reflects Microchip’s broader push to capture growing demand for AI inference outside centralized data centers, particularly in industrial, automotive, robotics and other embedded applications.

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European Investor 09-21-26

Microchip Technology Expands Edge AI Reach With AnalogAI Partnership

Microchip Technology (NASDAQ: MCHP) said AnalogAI has selected memBrain SAGE technology from its Silicon Storage Technology subsidiary for AnalogAI’s first real-world edge AI processors. The processors are designed to train and run AI models directly on devices rather than relying on cloud infrastructure.

AnalogAI will use Microchip’s analog compute-in-memory technology to target AI performance at or below one watt, enabling ultra-low-power applications including humanoid robots, drones and vehicles that can adapt to changing environments in real time.

The memBrain SAGE platform integrates computation and memory functions and is already deployed using 40-nanometer and 28-nanometer manufacturing processes, while Microchip is developing a 22-nanometer version. AnalogAI said it selected the technology following an industry-wide evaluation, citing its combination of power efficiency, performance and faster development time.

The deal expands Microchip’s exposure to the growing edge-AI market, where robotics and autonomous systems increasingly require AI inference and adaptation directly on devices with tight power constraints.

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The Investor 09-15-26

Microchip Launches 1.2V Clock Buffers for AI, FPGA and SoC Applications

Microchip Technology (NASDAQ: MCHP) introduced its new SY757xx family of 1.2V-output LVCMOS clock buffers, targeting growing demand from high-performance FPGAs, SoCs, AI accelerators and next-generation CPUs.

The new clock buffers are designed to connect advanced processors requiring low-voltage clock signals with components operating at higher voltages. The devices support voltage translation across a 1.2V-to-3.3V input range and frequencies from 0 Hz to 250 MHz, providing a single-chip alternative to discrete components and voltage-divider designs.

Microchip said the SY757xx family delivers additive jitter as low as 26 femtoseconds, helping preserve signal integrity and clock accuracy in applications where precise timing is critical. Potential uses include AI and machine-learning acceleration, industrial control, embedded vision, networking, communications and real-time computing.

Three products in the family are already in volume production, while another eight are sampling in limited quantities. The production devices offer configurations with two or four LVCMOS outputs and are available in compact VDFN and TDFN packages.

Pricing for the SY75707TWL-TR, SY75712TWL-TR and SY75714TWL-TR ranges from $0.50 to $0.83 per unit in quantities of 10,000.

The launch expands Microchip’s timing portfolio as increasingly advanced semiconductor architectures move toward lower operating voltages. By integrating voltage translation and low-jitter clock distribution into a single device, Microchip aims to reduce component counts, lower bill-of-materials costs and simplify board designs for next-generation computing systems.

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The Investor 09-08-26

Microchip and Marelli Launch Open-Standard Display Connectivity Solution for Software-Defined Vehicles

Microchip Technology (NASDAQ: MCHP) and automotive technology supplier Marelli have introduced a new open-standard display connectivity solution designed for the rapidly developing software-defined vehicle market.

The joint solution allows graphics and video generated by a vehicle’s centralized computer to be streamed directly to automotive displays using ASA Motion Link, or ASA-ML. The technology is intended to simplify vehicle display architectures, reduce system costs and give automakers greater flexibility when selecting component suppliers.

The system uses Microchip’s VS7000 ASA-ML chipset to process and transmit video and graphics over a standardized high-speed connection. Marelli provides the display-side integration, enabling standardized streams carrying camera feeds, navigation maps, infotainment graphics and vehicle-control interfaces to be decoded directly at the display.

A key aspect of the technology is its use of an open standard rather than a proprietary automotive video interface. ASA-ML was developed by the Automotive SerDes Alliance, whose members include automakers, Tier 1 suppliers and semiconductor companies. Microchip is a founding member of the alliance. The standard is designed to allow components from different technology suppliers to operate together, potentially reducing vendor dependence for automakers.

The solution supports data rates of up to 16 Gbps, along with link-layer authentication and encryption, lossless data transmission and resistance to electromagnetic interference. It also provides a pathway toward increasingly Ethernet-centric vehicle architectures.

For Microchip, the collaboration expands its automotive connectivity opportunity as vehicle manufacturers increasingly shift toward centralized computing and software-defined architectures. Rather than using separate computing resources for individual displays and functions, next-generation vehicles are moving toward powerful central computers connected to distributed displays, cameras and other endpoints. Microchip’s ASA-ML technology positions the company to provide part of the high-speed connectivity infrastructure required by that transition.

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European Investor 09-03-26

# Microchip Technology Expands Space Semiconductor Portfolio With New Atomic Clock

Microchip Technology (NASDAQ: MCHP) announced the launch of its Space CSAC-SA65, a radiation-tolerant Chip Scale Atomic Clock designed for satellites and other space systems.

The new device combines atomic-clock accuracy with low power consumption and a compact design. It offers radiation tolerance of at least 30 kRad, operates across temperatures from -40°C to +80°C and consumes less than 120 mW.

## Targeting Growing Satellite Demand

The CSAC-SA65 is designed particularly for Low Earth Orbit missions, including satellite communications, navigation, Earth imaging and satellite cross-linking. Its built-in synchronization capabilities allow spacecraft to maintain precise timing even when external references such as GNSS signals are unavailable.

Microchip said the product uses radiation-tolerant commercial components, potentially providing lower costs and shorter lead times than traditional radiation-hardened space timing systems.

The launch strengthens Microchip's position in aerospace and defense semiconductors while giving the company additional exposure to growing demand for smaller, lower-cost satellite platforms and New Space applications.

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European Investor 08-13-26

Microchip Advances Edge AI Push With New NVIDIA-Compatible PolarFire Sensor Bridge

Microchip Technology (NASDAQ: MCHP) announced the release of its second-generation PolarFire FPGA Ethernet Sensor Bridge, expanding its hardware offering for NVIDIA-powered edge AI applications.

The new Rev 2.0 platform is 60% smaller than its predecessor, supports twice as many cameras and uses 10Gb Ethernet connectivity. It is designed to work with NVIDIA Holoscan Sensor Bridge technology and edge computing platforms including NVIDIA Jetson and IGX.

The platform supports up to four cameras and enables real-time multi-sensor processing with end-to-end latency measurement. Microchip said the architecture can reduce power consumption, system costs and integration complexity for applications including humanoid robotics, industrial automation and AI-enabled medical systems.

The launch strengthens Microchip's exposure to the growing edge AI ecosystem, where increasingly complex AI workloads require high-speed connections between cameras, sensors and local computing hardware.

For Microchip, the NVIDIA-compatible platform also provides another potential growth avenue for its PolarFire FPGA portfolio as AI adoption expands beyond data centers into robotics, industrial equipment and other physical AI applications.

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The Investor 08-11-26

Microchip Technology (MCHP) Stock Drops After TD Cowen Cuts Price Target

Microchip Technology (NASDAQ: MCHP) shares fell 4.9% on Monday after TD Cowen lowered its price target on the semiconductor company to $90 from $105 while maintaining a "Hold" rating.

The price target reduction reflects a more cautious near-term outlook as Microchip continues to navigate a challenging demand environment across its industrial and automotive end markets. While the company remains a leader in microcontrollers and analog semiconductors, customers have continued to work through elevated inventory levels, weighing on new orders.

The revised target suggests TD Cowen expects a slower recovery than previously anticipated. By maintaining its Hold rating, the firm indicated that while the company's long-term fundamentals remain intact, upside appears limited until demand and inventory conditions improve.

Microchip has been taking steps to align production with market conditions, including reducing manufacturing utilization and managing inventories. Investors are now closely watching for signs that the semiconductor inventory correction is nearing an end, particularly in industrial and automotive applications.

Monday's decline suggests the lower price target reinforced concerns about the pace of recovery in Microchip's end markets. Investors will now focus on the company's next earnings report for updates on customer inventory normalization, order trends, and management's outlook for the remainder of the year.

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Global Finance News 07-14-26

Microchip Technology Jumps 3.4% as Recovery Accelerates Far Ahead of Expectations

Chandler, May 7, 2026 — Shares in Microchip Technology gained 3.4% in premarket after the embedded control chipmaker reported a fourth fiscal quarter that dramatically beat its own guidance, with revenue and earnings both landing well above the top end of prior forecasts and forward guidance pointing to continued strong acceleration.

Net sales of $1.311 billion grew 35.1% year-over-year and 10.6% sequentially — both the year-over-year and sequential figures are striking for a company that was navigating a severe inventory correction just a few quarters ago. The midpoint of prior guidance had been $1.260 billion, meaning Microchip beat its own revenue forecast by over $50 million. Non-GAAP EPS of $0.57 similarly crushed the $0.48 to $0.52 guidance range, and non-GAAP operating margin expanded to 30.6%, a significant step toward the company's longer-term targets.

CEO Steve Sanghi was direct in framing the results as evidence that the company's nine-point recovery plan is working. Distributor inventory declined to 26 days, near the low end of historical ranges, and internal inventory fell by $22 million in the quarter, bringing total inventory reduction to $320.9 million from the December 2024 peak. Normalizing channel inventory is the precondition for higher factory utilization and the margin expansion that follows, and the data suggests that milestone is close.

The forward guidance carried equal weight with investors. Q1 fiscal 2027 revenue is guided to $1.442 to $1.469 billion at the midpoint — up 35.3% year-over-year and 11% sequentially — with non-GAAP EPS of $0.67 to $0.71, a substantial step up from the $0.57 just delivered. Non-GAAP operating margin is expected to reach 33% to 34.5%, reflecting the operating leverage that comes as factories ramp utilization to meet recovering demand.

Data center and AI-related design wins in high-speed connectivity and compute added a growth narrative beyond the cyclical recovery, giving investors confidence that Microchip's rebound has durable secular support beneath it.

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Global Finance News 05-08-26

Microchip Technology Incorporated announced the expansion of its post-quantum cryptography (PQC) portfolio with new root of trust and secure boot controllers designed for next-generation systems.

The newly introduced TS1800 and TS50x devices enable hardware-based PQC capabilities, supporting secure boot, firmware validation, and system integrity using advanced cryptographic algorithms aligned with emerging global security standards. The TS1800 controller delivers enhanced performance for data center and infrastructure applications, while the TS50x provides a more streamlined solution for systems requiring secure boot verification.

Microchip said the products aim to help organizations prepare for evolving cybersecurity requirements and transition toward quantum-resistant encryption technologies.

Source: Microchip press release, Globe Newswire

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The Investor 04-28-26

01-17-26WS News

NYSE:IOT

Asplundh Selects Samsara to Connect Tens of Thousands of Vehicles and Equipment

Samsara (NYSE: IOT) announced that Asplundh, one of the largest private fleets in the U.S., selected its Connected Operations Platform to improve safety, fleet visibility and operational efficiency across its North American operations.

The deployment covers tens of thousands of vehicles and pieces of specialty equipment across the Asplundh family of companies. Asplundh will use Samsara AI Dash Cams, Vehicle Gateways, Powered Asset Gateways and Asset Tags to monitor vehicles, crews and equipment through a unified platform.

The system is expected to support real-time driver coaching, equipment tracking, faster dispatching and improved maintenance visibility. Samsara said its platform can also help Asplundh standardize operating metrics across its businesses and improve insurance structures by providing greater visibility into safety performance.

Asplundh employs more than 36,000 people and provides vegetation management, power-line construction, electrical testing, utility pole maintenance and other infrastructure services. The company said Samsara’s technology will help it manage risk more effectively while improving response times and asset utilization.

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Global Finance News 09-25-26

Samsara Launches MCP to Bring Live Operational Data Into AI Tools

Samsara launched Samsara MCP, a Model Context Protocol connection that allows customers to bring live operational data from its platform into third-party AI assistants, agents and applications without building custom integrations.

The new capability lets authorized users connect Samsara data to tools including ChatGPT, Claude Desktop, Microsoft Copilot and Cursor while preserving existing permissions and single sign-on controls. More than 40 read-only tools can retrieve information on vehicles, drivers, safety events and hours of service without modifying records.

Samsara said the connection is built on the same live operational data layer used by Samsara Assistant. Customers can either build agents inside Samsara through Agent Studio or connect their own Samsara data to external AI systems for broader cross-platform analysis.

Potential use cases include comparing driver hours with Workday time records, combining mileage and fuel consumption with financial data to explain spending variances, and matching equipment utilization with rental agreements to identify underused assets.

Samsara MCP is now available to all customers, extending the company’s Connected Operations platform further into enterprise AI workflows.

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Global Finance News 09-22-26

Samsara Launches Free Rewards Program for Professional Drivers

Samsara has launched Driver Perks, a new rewards program offering millions of professional drivers access to discounts and exclusive offers from more than 50 brands across wellness, food, travel, fitness and other categories. The program is free for drivers and carries no cost for participating fleets.

Driver Perks is initially available in the U.S., with Samsara planning to expand the program internationally. Participating brands include Audible, BetterHelp, BetterSleep, Dickies, Liquid I.V., OLIPOP and Truck Parking Club.

Samsara developed the program with input from its Driver Council and surveys of drivers across its network. The research showed fitness and wellness was a priority for 64% of respondents, followed by food and beverage at 58% and learning and personal development at 51%.

Eligible drivers can access the benefits through the Samsara Driver App, a web link or a QR code provided by their organization. Offers can be used directly with participating brands, with additional partners expected to be added over time.

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The Investor 09-10-26

Samsara Stock Surges 15% Premarket on Strong Q2 Growth and Improved Profitability

Samsara (NYSE: IOT) shares surged about 15% in premarket trading Friday after the connected-operations software company reported strong fiscal second-quarter results, highlighted by 30% revenue growth, accelerating large-customer business and improving profitability.

Revenue increased 30% year over year to $508.4 million, while annual recurring revenue (ARR) climbed 30% to $2.125 billion. Net new ARR reached $134.1 million, up 28% from a year earlier.

Large Customers and AI Adoption Drive Momentum

Samsara's performance among large enterprise customers was particularly strong. Customers generating more than $1 million in ARR collectively contributed over $500 million, representing growth of more than 50% for the third consecutive quarter.

Management also highlighted rapidly increasing adoption of its artificial intelligence capabilities, saying usage of some of its newest AI features has risen more than fourfold over the past two months.

Profitability strengthened alongside growth. Non-GAAP operating income jumped to $106 million from $59.7 million, while operating margin expanded to 21% from 15%. Adjusted EPS increased to $0.20 from $0.12.

Samsara also posted GAAP EPS of $0.03, marking its fourth consecutive quarter of GAAP profitability. Free cash flow increased to $64.7 million from $44.2 million.

Samsara Raises Full-Year Outlook

The strong premarket reaction is also supported by the company's fiscal 2027 outlook. Samsara now expects full-year revenue of $2.043 billion to $2.047 billion, representing approximately 26% growth, with a 21% non-GAAP operating margin and adjusted EPS of $0.76 to $0.78.

For Q3, revenue is expected at $514 million to $516 million, representing 24% year-over-year growth.

The 15% premarket jump reflects a combination investors typically reward in high-growth software stocks: sustained 30% ARR growth, rapid expansion among large customers, rising AI adoption, widening operating margins and continued GAAP profitability.

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WS Investor 09-04-26

Samsara Stock Falls 1.6% Premarket After Piper Sandler Downgrade

Samsara (NYSE: IOT) shares fell about 1.6% in Monday premarket trading after Piper Sandler downgraded the connected-operations software company, citing valuation concerns following the stock's recent gains.

Piper Sandler analyst James Fish lowered Samsara's rating to Neutral from Overweight while maintaining a $40 price target.

The downgrade comes after a strong session for IOT on Friday, when the stock jumped 6.96% to close at $40.88. That rally left the shares slightly above Piper Sandler's $40 valuation target.

Valuation Concerns Weigh on IOT

The rating change appears primarily valuation-driven rather than a signal of deteriorating fundamentals. Piper Sandler had previously maintained an Overweight rating and raised its target to $40 from $39 following Samsara's earlier quarterly results.

With Friday's rally taking IOT above that target, the firm's downgrade suggests the risk-reward profile has become less attractive at current levels.

Monday's premarket decline therefore represents a partial reversal of Friday's strong advance rather than a major change in the company's operating outlook.

Why Is IOT Stock Down Today?

The roughly 1.6% premarket decline appears directly linked to Piper Sandler's downgrade from Overweight to Neutral.

The timing is particularly relevant because Samsara gained nearly 7% in the previous session. At Friday's $40.88 close, the stock was already trading above Piper Sandler's unchanged $40 target, leaving little implied upside under the analyst's valuation.

Investors will now be watching whether other Wall Street analysts follow Piper Sandler in becoming more cautious after Samsara's recent gains or maintain more bullish price targets.

For now, Monday's weakness appears primarily to reflect valuation concerns and some profit-taking after Friday's sharp rally rather than new negative developments in Samsara's underlying business.

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The Investor 08-10-26

Samsara Falls Despite Strong Earnings as Investors Focus on Slowing Growth Outlook

Samsara (IOT) shares fell 3.6% in premarket trading despite reporting another quarter of strong growth, profitability, and cash flow generation. The market's negative reaction appears to be driven by concerns over moderating growth rates rather than the company's underlying performance.

The connected operations software provider reported first-quarter revenue of $478.8 million, up 31% year-over-year, while annual recurring revenue (ARR) approached the $2 billion milestone, growing 30% to $1.99 billion. Net new ARR increased 30% to $100.7 million, highlighting continued strong customer demand for Samsara's platform.

The company also achieved its third consecutive quarter of GAAP profitability, reporting earnings of $0.08 per share compared with a loss a year ago. Non-GAAP operating margin expanded to 19% from 14%, while adjusted free cash flow rose 60% to $73.2 million.

Despite the impressive results, investors focused on management's forward guidance. Samsara expects second-quarter revenue growth of 23% to 24% and full-year revenue growth of approximately 24%, representing a noticeable slowdown from the 31% growth delivered in the latest quarter. For high-growth software companies, even strong guidance can disappoint when investors have become accustomed to faster expansion.

The earnings report nevertheless reinforced Samsara's improving profitability profile and growing leadership position in operational AI and connected fleet management. While the stock is under pressure following the release, the company's combination of rapid growth, expanding margins, recurring revenue, and sustained profitability continues to support a compelling long-term growth story.

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Global Finance News 06-05-26

Growth Stocks That Can Boost Your Portfolio Today

https://thesmartinvestor.com.sg/looking-to-grow-your-portfolio-these-5-us-stocks-could-be-the-right-picks-for-you/

(thesmartinvestor.com.sg)

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WS Investor 06-25-25

Samsara Inc. Announces Retirement of Chief Accounting Officer Andrew Munk

Samsara Inc. reported that Andrew Munk, Chief Accounting Officer, will retire and step down from his position effective April 8, 2025. The company noted that Munk's retirement is not due to any disagreements or concerns regarding financial reporting, internal controls, or operations.

Following Munk’s departure, Dominic Phillips, the current Chief Financial Officer, will take on the additional role of interim principal accounting officer starting April 9, 2025, while the company conducts a search for Munk’s permanent replacement. No new compensation arrangements are associated with Phillips's interim role.

Samsara confirmed that there are no family relationships or related-party transactions involving Phillips that require disclosure.

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The Investor 03-29-25

Samsara Reports Strong Q4 and Fiscal Year 2025 Financial Results with 33% ARR Growth
SAN FRANCISCO – March 6, 2025 – Samsara Inc. (NYSE: IOT), the leader in Connected Operations®, announced its fourth quarter and full fiscal year 2025 results, highlighting record revenue growth, strong annual recurring revenue (ARR), and continued profitability improvements.

Key Financial Highlights for Q4 FY2025
Revenue: $346.3 million, up 25% YoY (adjusted revenue up 36%)
Annual Recurring Revenue (ARR): $1.46 billion, up 32% YoY (adjusted ARR up 33%)
Customers with ARR over $100,000: 2,506, up 36% YoY
GAAP Gross Margin: 77%, up 2 percentage points YoY
Non-GAAP Gross Margin: 78%, up 2 percentage points YoY
GAAP Operating Loss: $(18.4) million, improving by $104.6 million from Q4 FY2024
Non-GAAP Operating Income: $55.9 million, up $42.4 million YoY
Net Cash Provided by Operating Activities: $53.9 million, an improvement of $95.8 million YoY
Adjusted Free Cash Flow: $48.5 million, up $32.5 million YoY
Fiscal Year 2025 Financial Highlights
Total Revenue: $1.25 billion, up 33% YoY (adjusted revenue up 37%)
GAAP Gross Profit: $950.9 million, up $260.5 million YoY
GAAP Gross Margin: 76%, up 2 percentage points YoY
GAAP Operating Loss: $(190.0) million, improving $133.4 million from FY2024
Non-GAAP Operating Income: $113.6 million, up $112.3 million YoY
Net Cash Provided by Operating Activities: $131.7 million, an improvement of $143.5 million YoY
Adjusted Free Cash Flow: $111.5 million, up $84.4 million YoY
CEO Statement
Sanjit Biswas, CEO & Co-Founder:

"Fiscal 2025 was another year of durable and efficient growth. We ended the year with nearly $1.5 billion in ARR, achieving 33% YoY adjusted growth. We’re at a unique combination of growth, scale, and profitability, with a large market opportunity ahead. By partnering with the world’s largest and most complex operations organizations, we are transforming how industries operate.”

Financial Outlook for Q1 & FY2026
Q1 FY2026 Guidance
Revenue: $350 million - $352 million
YoY Revenue Growth: 25% (26-27% in constant currency)
Non-GAAP Operating Margin: 7%
Non-GAAP Net Income per Share (Diluted): $0.05 - $0.06
Full-Year FY2026 Guidance
Revenue: $1.52 billion - $1.53 billion
YoY Revenue Growth: 22-23% (23-24% in constant currency)
Non-GAAP Operating Margin: 11%
Non-GAAP Net Income per Share (Diluted): $0.32 - $0.34
Market & Strategic Outlook
Samsara continues to expand its Connected Operations® Platform, providing industry-leading solutions across transportation, logistics, construction, utilities, energy, and government sectors. With AI-powered analytics and automation, the company aims to drive higher efficiency, safety, and sustainability for enterprise customers.

Samsara will host a live webcast today at 2:00 PM PT / 5:00 PM ET to discuss the results. Visit investors.samsara.com for the shareholder letter and webcast details.

Investor Contact: Mike Chang, [email protected]
Media Contact: Stephanie Burke, [email protected]

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ME NEWS 03-07-25

NYSE:BMY

Bristol Myers Squibb’s ZENBEXUS Doubles MRD-Negative Complete Response Rate in Phase 3 Myeloma Trial

Bristol Myers Squibb (NYSE: BMY) reported positive Phase 3 EXCALIBER-RRMM results for ZENBEXUS (iberdomide) in combination with daratumumab and dexamethasone in patients with relapsed or refractory multiple myeloma.

At a median follow-up of 15.7 months, the ZENBEXUS-based regimen achieved an MRD-negative complete response rate of 41.1%, compared with 20.7% for daratumumab, bortezomib and dexamethasone. Overall response rates were also higher at 88.9% versus 76.1%, while complete response or better reached 45.9% versus 24.9%.

The benefit was consistent across prespecified subgroups, including patients previously treated with lenalidomide and those whose disease was refractory to lenalidomide. However, the regimen was associated with substantially higher Grade 3/4 neutropenia, at 84.3% versus 11.3%, and more Grade 3/4 infections, although peripheral sensory neuropathy was notably lower than with the comparator regimen.

ZENBEXUS in combination with daratumumab and dexamethasone received accelerated FDA approval in August for adults with multiple myeloma who had received at least one prior line of therapy including a proteasome inhibitor and an immunomodulatory agent. The progression-free survival portion of the Phase 3 trial remains ongoing.

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Global Finance News 09-25-26

Bristol Myers Squibb (NYSE: BMY) today announced that its Board of Directors has declared a quarterly dividend of sixty-three cents ($0.63) per share on the $0.10 par value common stock of the company.

The dividend is payable on November 2, 2026, to stockholders of record at the close of business on October 2, 2026.

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WS Investor 09-16-26

Bristol Myers Squibb’s Arlo-Cel Meets Primary Endpoint in Phase 2 Multiple Myeloma Trial

Bristol Myers Squibb (NYSE: BMY) announced positive topline results from the registrational Phase 2 QUINTESSENTIAL trial evaluating arlocabtagene autoleucel, or arlo-cel, in heavily pretreated patients with relapsed or refractory multiple myeloma.

The study met its primary endpoint, with arlo-cel demonstrating a statistically significant and clinically meaningful overall response rate in patients who had received at least four prior lines of therapy and were previously exposed to four major treatment classes, including BCMA-targeted therapy.

The trial also met key secondary endpoints, including complete response rate in patients treated with four or more prior lines, as well as overall and complete response rates among patients who had received at least three prior lines of therapy. Bristol Myers said arlo-cel’s safety profile was consistent with other CAR T-cell and GPRC5D-targeted therapies.

Arlo-cel is an investigational autologous CAR T-cell therapy targeting GPRC5D, a protein expressed on multiple myeloma cells independently of BCMA. This could provide an alternative treatment approach for patients whose disease has progressed following BCMA-directed therapies.

Bristol Myers plans to present detailed QUINTESSENTIAL results at an upcoming medical meeting. The company did not disclose specific response-rate percentages in the topline announcement.

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WS Investor 09-09-26

Bristol Myers Squibb Plans $2.3 Billion Houston Manufacturing Campus

Bristol Myers Squibb (NYSE: BMY) announced plans to invest approximately $2.3 billion in a new manufacturing campus in Houston, Texas, expanding the pharmaceutical company’s U.S. production capacity.

The roughly 600,000-square-foot facility will be located at Generation Park and is expected to create nearly 500 skilled jobs. The modular, multi-modal campus will be capable of manufacturing several types of medicines, including small molecules, biologics and antibody-drug conjugates.

The project represents another step in Bristol Myers Squibb’s broader commitment to invest $40 billion in the United States over five years across manufacturing, research and development, and technology.

Construction is also expected to support approximately 2,000 construction and indirect jobs between 2027 and 2030. BMS said the facility is being designed for long-term expansion and increased automation, allowing manufacturing capacity to evolve alongside the company’s drug pipeline.

For Bristol Myers Squibb, the Houston investment strengthens domestic manufacturing capacity and supply-chain resilience while providing additional infrastructure to support future medicine launches.

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The Investor 08-11-26

Bristol Myers Squibb Rises After Strong Q2 Results and Higher 2026 Outlook

Bristol Myers Squibb (NYSE: BMY) shares rose 1% on Thursday after the drugmaker reported strong second-quarter results and raised its full-year 2026 guidance, as investors welcomed continued momentum across the company's growth portfolio and improving earnings outlook.

Second-quarter revenue increased 6% year over year to $13.0 billion, while non-GAAP earnings per share rose 40% to $2.04. GAAP EPS climbed to $1.62 from $0.64 a year earlier, reflecting another quarter of solid earnings execution. The company also raised its full-year revenue outlook to approximately $49.0-$50.0 billion and increased its non-GAAP EPS guidance to a range of $6.75-$7.00.

Growth Portfolio Continues to Drive Performance

Bristol Myers' Growth Portfolio generated $7.6 billion in revenue, up 15% from a year ago, accounting for the majority of the company's sales. Growth was fueled by strong demand for newer therapies including Reblozyl, Camzyos, Breyanzi, Opdualag and Opdivo Qvantig.

Camzyos revenue surged 60%, Breyanzi climbed 41%, while Reblozyl increased 29%, highlighting the company's successful transition toward newer, high-growth medicines.

Meanwhile, the Legacy Portfolio declined 4%, as continued growth in Eliquis was more than offset by expected generic competition for products such as Revlimid and Pomalyst.

Pipeline Progress Supports Long-Term Outlook

Management highlighted continued progress across its pipeline and emphasized that the growing contribution from newer products positions the company for sustainable long-term growth. The higher full-year guidance reflects confidence in continued commercial execution and the momentum of recently launched therapies.

What to Watch

The positive share reaction suggests investors are focusing on Bristol Myers' accelerating growth portfolio and improved earnings outlook despite ongoing patent headwinds for legacy products. Going forward, markets will closely monitor continued adoption of the company's newer therapies, upcoming clinical trial results and its ability to offset declining legacy drug sales with sustained growth from recently launched medicines.

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WS Investor 07-30-26

Bristol Myers Squibb Jumps 5% as Growth Portfolio Transition Gains Credibility

Bristol Myers Squibb shares are up 5% in trading on April 30, as a convincing Q1 2026 beat reassured investors that the company's transition away from legacy products is firmly on track.

Revenue came in at $11.49 billion, beating the $10.69 billion consensus by 7.4%, while adjusted EPS of $1.58 topped the $1.42 estimate by 11.1%. The driver was a clear and accelerating split between old and new: the Growth Portfolio, which now accounts for roughly 54% of total sales, delivered 12% revenue growth to $6.2 billion, led by Camzyos, Breyanzi and Reblozyl. International revenues rose 11%, contrasting with a 1% decline in US revenues, underscoring a shifting geographic mix as newer growth brands deliver double-digit gains worldwide. (Simply Wall St, IndexBox)

The legacy drag, while real, was anticipated. Legacy Portfolio revenues fell 6% to $5.3 billion as generic competition continued to erode older products, partly offset by a 16% rise in Eliquis worldwide sales to $4.1 billion. Non-GAAP EPS fell 12% year-on-year to $1.58, but management reaffirmed full-year guidance of $46 to $47.5 billion in revenue and $6.05 to $6.35 in non-GAAP EPS, noting that both metrics are trending toward the upper end of those ranges. (FinancialContent)

What is lifting the stock beyond the headline beat is the pipeline narrative. CEO Christopher Boerner pointed to multiple pivotal data readouts ahead, and the company has recently inked deals with Orna Therapeutics, Centessa Pharmaceuticals, Kelonia Therapeutics and Ajax Therapeutics, signaling aggressive expansion across oncology and beyond.

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WS Investor 04-30-26

Bristol Myers Squibb and Pfizer announced a collaboration with Mark Cuban Cost Plus Drug Company to offer Eliquis (apixaban) directly to U.S. patients through the online platform, expanding access to the widely prescribed blood thinner.

Starting April 27, 2026, a 30-day supply of Eliquis will be available for $345, providing a lower-cost option for cash-paying patients and increasing pricing transparency. The move builds on earlier direct-to-patient initiatives aimed at improving affordability and access.

The companies said the partnership supports efforts to reduce barriers to essential medications, particularly for patients managing conditions such as atrial fibrillation and blood clots.
Business Wire

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The Investor 04-26-26

Bristol Myers Squibb announced the expansion of its “Standing in the Gaap” program to improve equitable care for patients with multiple myeloma, marking the initiative’s 10th anniversary.

As part of the expansion, the company is launching one of the largest U.S. surveys on multiple myeloma, engaging over 1,000 patients, caregivers, and healthcare providers to better understand persistent gaps in care. Developed with input from major patient advocacy groups, the survey aims to capture real-world experiences and identify barriers faced by underserved communities.

Originally launched in 2016 to address disparities affecting African American patients, the program has reached thousands through educational initiatives and built a large digital community. Bristol Myers Squibb said insights from the new survey will guide future programs, partnerships, and strategies to enhance access, education, and support across the multiple myeloma care ecosystem.
Business Wire

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European Investor 03-31-26

Bristol Myers Squibb (NYSE: BMY) will announce results for the first quarter of 2026 on Thursday, April 30, 2026.

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Global Finance News 03-19-26

Bristol Myers Squibb announced positive interim Phase 3 results from the SUCCESSOR-2 study evaluating oral mezigdomide in combination with carfilzomib and dexamethasone for patients with relapsed or refractory multiple myeloma.

The study showed that the MeziKd regimen delivered a statistically significant and clinically meaningful improvement in progression-free survival compared with treatment using carfilzomib and dexamethasone alone. Safety outcomes were consistent with the known profile of the therapy, and patients will continue to be monitored for long-term survival and safety outcomes.

The results represent the first successful Phase 3 trial for mezigdomide and the second positive Phase 3 study within Bristol Myers Squibb’s CELMoD program, which is based on targeted protein degradation technology designed to treat difficult blood cancers. Data from the trial will be presented at a future medical conference and shared with regulatory authorities.
Source: Business Wire

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WS Investor 03-09-26

08-03-26WS News

09-20-25European Investor

07-31-25WS Investor

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