Latest News
Disney's Streaming Discipline: Marvel Cutbacks Align with 12.9% Margin
Disney's streaming margin hit 12.9% as it reverses Marvel's 'Wonder Man' renewal, signaling stricter content discipline. Disney+ adds new programming to maintain engagement.
GM, Unifor Reach Tentative Pact; Layoffs Cloud Ontario Outlook
GM and Unifor reached tentative deals covering 4,600 Ontario workers, averting a strike. However, 30% layoffs and plant uncertainties remain key investor concerns.
Constellation Energy Slips Despite Analyst Optimism
Constellation Energy shares dropped 3.4% this week, but analysts maintain targets above the close. Strong Q2 results and raised guidance underpin optimism.
Android Pulse Hits 10M Installs, Yet Alphabet's Financial Impact Remains Unclear
Google's Android Pulse passes 10 million downloads, but the financial impact on Alphabet remains uncertain. The stock rose 1.22% on Friday, with no clear link to the update.
Keel Stock Trades at 2.5x Liquidity as AI Lease Confirmation Lingers
Keel shares slipped 1.5% Friday to $3.32, trading at 2.5x liquidity. AI tenant confirmation remains outstanding, though permits are progressing.
Capricor's FDA Delay Trims Stock to Cash-Adjusted Bet
Capricor shares dropped 8% after the FDA postponed its decision on deramiocel, leaving a slim premium above cash. Analyst targets remain sharply divided.
Fannie Mae Stock Rises as Management Shakeup Fuels Governance Worries
Fannie Mae shares rose 1.62% to $6.29 on Friday after reports of senior executive departures, even as strong Q2 results highlighted a $176B capital shortfall.
Webster Financial's Final Session Marks End of Santander Acquisition
Webster Financial's shares ended at $77.57 on August 19, its final session, with volume 15.4 times the average. Santander's acquisition completed August 20, delisting WBS.
Moderna's Cancer Vaccine Rally Outpaces Wall Street Targets
Moderna's stock soared 129% in a week on positive cancer vaccine data, leaving analyst targets far behind. The average price target is 45.7% below the current price.
Gates Foundation Trust Discloses $352.68M Home Depot Stake
The Gates Foundation Trust disclosed a new 1 million-share stake in Home Depot (HD) valued at $352.68 million, but the filing does not indicate a personal purchase by Bill Gates.
Coca-Cola Rally Narrows Upside, Tests Valuation Premium
Coca-Cola's 3.9% weekly gain to $91.10 has shrunk the upside to Wall Street's target to just 3.9%, with valuation at 27.4x earnings ahead of key inflation data.
Best Buy's Anniversary Promotion Signals Q3 Momentum, Not Q2 Relief
Best Buy's anniversary sale is a Q3 traffic test, not a Q2 rescue. Gift-card revenue is deferred until redemption, so the impact lands in future quarters.