Browsing Tag
Wells Fargo
28 posts
Insmed (NASDAQ: INSM) rebounds as retail eyes ATS 2026 readouts after Q1 reset
INSM bounced 11% after a 20% post-earnings reset. BRINSUPRI is launching faster than any respiratory drug in a decade. So why did the market sell the print?
Lattice Semiconductor bets $1.65bn on AMI to build secure data centre control platform
Lattice Semiconductor is paying $1.65 billion for AMI's firmware footprint inside every hyperscale server. The integration risk is the only thing standing between LSCC and a $1 billion run rate.
Arm Performix launches as Arm Holdings (NASDAQ: ARM) extends agentic AI play beyond silicon
Arm built the silicon. Now it wants to own the optimisation layer above it. Performix is free, agent-ready, and aimed squarely at the x86 migration question.
Thermo Fisher (NYSE: TMO) to offload Remel and Oxoid microbiology arm in $1bn Astorg deal
Thermo Fisher is selling a 95% recurring revenue microbiology business near its trading lows. The real question is what Marc Casper plans to do with the cash.
Meta stock price analysis 2026: Is META cheap before Q1 earnings report?
Meta Platforms (NASDAQ: META) reports Q1 2026 earnings April 29. Here is what retail investors need to know about ad revenue, tariff risks, Instagram Plus, and the AI bull case at $575.
PSEG (NYSE: PEG): Why May 5 earnings matter for utility investors
PSEG (NYSE: PEG) heads into May 5 earnings with dividend growth, nuclear cash flow, and big capex plans. Read what could drive PEG next.
Coca-Cola (NYSE: KO) earnings on April 28: What the new CEO era means for dividend investors
Coca-Cola (KO) reports Q1 2026 earnings on April 28 under new CEO Henrique Braun. Here's what retail investors need to watch on tariffs, Zero Sugar growth, and dividends.
Broadcom (AVGO): Trading below its high, guiding to record revenue. What retail investors should know
Broadcom (AVGO) secured long-term AI chip deals with Google and Anthropic in April 2026. Here is the full retail investor roadmap: revenue, risks, and what happens next.
Savills (LSE: SVS) doubles down on investment banking with $1.1bn Eastdil Secured deal as FY25 earnings beat expectations
Savills (SVS) posts FY25 revenue of £2.55bn and agrees to acquire Eastdil Secured for $1.1bn, targeting number one position in US real estate investment banking. Read more.
Can Banco Santander still complete its takeover of Webster Financial amid geopolitical tensions?
Wells Fargo downgrades Webster Financial (NYSE: WBS) after Trump’s Spain stance raises uncertainty around Santander’s takeover. Read the full strategic analysis.