Browsing Tag
UBS
49 posts
Qorvo (NASDAQ: QRVO) signs worldwide distribution pact with Rochester Electronics on defense RF
Qorvo (NASDAQ: QRVO) signs Rochester Electronics deal for long-term RF supply, deepening its defense positioning before the Skyworks merger closes in 2027.
SK Hynix (SKHYV) Nasdaq debut raises $26.5bn, second-largest US IPO ever after SpaceX
SK Hynix (SKHY) opens at $170 in $26.5B Nasdaq debut, +14% from $149; CEO Kwak says memory crunch persists beyond 2030 as Micron valuation discount closes.
PepsiCo (PEP) Q2 revenue beats, EPS misses by penny, shares fall 3.2%
PepsiCo (PEP) beats Q2 revenue, misses EPS by penny, shares fall 3.2% as North America stalls even as international logs 21st straight MSD growth quarter.
National Energy Services Reunited (NASDAQ: NESR) Saudi Jafurah deal anchors path to $2bn revenue run rate
NESR (NASDAQ: NESR) just printed record Q1 with 33 percent growth and a USD 2B run rate target. The Strait of Hormuz risk is the part the bulls discount.
Can Lynne Fitzpatrick protect CME Group’s dominance as trading moves around the clock?
Lynne Fitzpatrick will become CME Group’s first female chief executive officer as the derivatives exchange confronts competition from cryptocurrency platforms, prediction markets and round-the-clock trading.
Cava Group (NYSE: CAVA) climbs on a UBS upgrade as traffic-driven growth sets it apart in a cautious restaurant market
Cava Group (CAVA) climbs as UBS upgrades to buy with a $90 target, citing traffic-driven sales and rapid expansion, though the valuation is rich. Full analysis.
DraftKings (NASDAQ: DKNG) eyes a World Cup boost as prediction markets close in
DraftKings (NASDAQ: DKNG) finally turned a profit, then fell 30% as Kalshi and Polymarket attack its core. A World Cup summer is now the real test.
Micron Technology ($MU) joins the $1tn club as analysts split over whether memory has changed forever
Micron Technology, UBS, Timothy Arcuri, Susquehanna, Mehdi Hosseini, SK Hynix, Samsung, Sanjay Mehrotra, Nvidia, Counterpoint, Nasdaq
Sensata Technologies downgraded to equal weight by Barclays after ST nearly doubles in a year
Barclays cut Sensata Technologies to equal weight after ST nearly doubled in a year, even as it raised the target to $53. The turnaround now looks priced in.
Corcept Therapeutics (NASDAQ: CORT) climbs 7% as Lifyorli launch and analyst upgrades drive cortisol re-rating
Corcept turned a stress hormone into an ovarian cancer drug. Lifyorli is launching fast and analysts are chasing, but a premium multiple prices in a lot.