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TELUS's New 5.7% Yield: A Debt-Reduction Play, Not a Simple Income Bargain
TELUS shares at C$13.25 offer a 5.7% yield after the dividend reset, but the stock remains a debt-reduction story. With leverage at 3.5x and soft 2026 guidance, investors watch for proof of deleveraging.
Alphabet Stock Flat Near $338 as Gemini 3.8 Launch Meets Massive Capex
Alphabet shares stayed flat near $338 as Gemini 3.8 Flash launched at a low introductory price, but Q2 capex of $44.9B outpaced operating cash flow, testing the AI investment thesis.
CoreWeave Surges 14.8% on AI Optimism, Debt Load Looms
CoreWeave shares surged 14.8% to $102.57 on Tuesday despite no new company news. The rally reflects AI optimism, but $35.6B debt and heavy capex pose risks.
SoFi's CFO Test: Can Margins Hit 36% in H2?
SoFi shares trade flat before CFO Chris Lapointe's investor appearance. The key question: can SoFi deliver a 36% adjusted EBITDA margin in H2?
Tesla Rebounds on EU Approval, but Cybercab Selloff Lingers
Tesla (TSLA) rebounded 2.95% to $364.54 Tuesday after Slovenia became the sixth EU country to approve its Full Self-Driving (Supervised) system. However, the stock still sits 3.1% below its pre-Cybercab level as investors await a broader EU decision.
Samsung Unveils High-NA EUV DRAM Roadmap with ASML, 2028 Target Set
Samsung's ASML deal outlines a 2028 DRAM scaling goal but doesn't alter near-term outlook. Stock closed at KRW 269,500.
Qualcomm Surges on Amazon AI Deal, But $60B Figure Is a Ceiling, Not an Order
Qualcomm (QCOM) jumped 3.6% on an Amazon (AMZN) AI data-center pact, but the $60B headline is a warrant ceiling, not a firm order. Only 15% of shares have vested so far.
IonQ Shares Surge on Superion Debut, But Valuation Raises Eyebrows
IonQ shares rose 8% after launching its 256-qubit Superion platform and lifting 2026 revenue guidance to $455M, but the stock's 38x sales valuation remains a point of contention.
Rigetti Shares Leap 10% on $100M Federal Award, But Dilution Looms
Rigetti Computing (RGTI) surged 10% after converting a $100M Department of Commerce award, but only $43.9M is immediate and 7.74M new shares dilute holders.
Pharvaris Surges 17% as Phase 3 HAE Trial Meets Primary Endpoint
Pharvaris (PHVS) soared 17% after its oral HAE preventive met the primary endpoint in Phase 3, reducing monthly attacks by 83% versus placebo.
Eaton Stock Rises on UBS Upgrade, $515 Target Hinges on Margin Expansion
UBS upgrades Eaton to Buy with a $515 target, citing strong backlog and margin expansion potential. Shares rise 3% in premarket trading.
ABM's Cash Flow Guidance Upgrade Masks Margin Concern
ABM beat Q3 earnings and raised its cash flow outlook, but shares were flat as margin guidance slipped and 95% of the cash target is already banked.