Track market-moving stories before they get noisy

Skyrizi and Rinvoq are growing fast, a blockbuster acquisition just closed, and the FDA handed AbbVie a fresh approval, yet the stock sits just shy of a price target that has Wall Street divided between a $297 bull case and…

AbbVie (NYSE:ABBV | ABBV Price Prediction) trades at $277.15 midday Friday. Our 24/7 Wall St. price target is $279.12 over 12 months, representing 2.46% upside from the model price.

Our high confidence reflects broad growth: Skyrizi, Rinvoq and neuroscience each delivered growth above 20% last quarter. AbbVie completed its Apogee Therapeutics acquisition on September 3, 2026. The stock sits near the $280.79 consensus target, limiting upside.

A Breakout Above the 52-Week High Shows Momentum Building Shares rose 6.62% over the past week, 11.4% over the past month and 24.16% year to date, breaking above the prior 52-week high of $274.94.

Second-quarter revenue of $16.99 billion rose 10.2%, ahead of the $16.76 billion consensus. Adjusted EPS of $3.65 met the $3.64 estimate. Management raised revenue guidance by $300 million to about $67.6 billion. The FDA approved JUVMO (tavapadon) for Parkinson’s disease, and Temab-A received two Breakthrough Therapy Designations.

Why Bulls See $297 Within Reach Skyrizi sales reached $5.51 billion last quarter, up 24.4%, with management expecting $21.7 billion for the full year. Rinvoq peak sales in vitiligo and alopecia areata alone could approach $2 billion. Apogee’s zumilokibart posted positive Phase 2 results in atopic dermatitis, positioning it as a credible billion-dollar candidate.

A new under-the-skin Skyrizi dose for Crohn’s disease could accelerate growth starting “really early in 27”. Wall Street gives 8 Strong Buy and 16 Buy ratings to the stock. The bull case reaches $297.77.

Humira Erosion and Debt Keep Risks on the Table Humira sales fell 35.9% to $756 million, and Imbruvica dropped 29.4%. Net debt stands at 2.26x EBITDA. The trailing P/E of 114 reflects $5 billion in acquired R&D charges in 2025.

On forward earnings, the stock trades at 16x. Management targets two times net leverage within two to three years. Our bear case is $246.52.

How AbbVie Compares to Merck and Eli Lilly Company Forward P/E Quarterly Revenue Growth (YoY) AbbVie 16x 10.2% Merck 15x 5.1% Eli Lilly 24x 47.7% Merck (NYSE:MRK) faces a similar patent cliff. Keytruda sales of $7.904 billion declined 1%. Merck trades at a discount to AbbVie, which makes sense given AbbVie’s faster growth.

Eli Lilly (NYSE:LLY) competes in immunology through Ebglyss, whose sales rose 131%. Lilly’s premium multiple reflects much faster growth. AbbVie sits between both peers.

AbbVie Price Prediction 2026-2030 Our 24/7 Wall St. price target of $279.12 carries a hold rating and 90% confidence. After the rally, valuation has caught up with fundamentals. Approval of the Skyrizi Crohn’s dose or strong Rinvoq dermatology launches could turn positive.

Accelerating Humira declines or higher Apogee integration costs would call for caution. For now, AbbVie looks fairly valued.

The 24/7 Wall St. price target model projects where AbbVie could trade if current growth trends hold.

Year Price Target from 24/7 Wall St. 2026 $274.36 2027 $279.12 2028 $289.22 2029 $300.38 2030 $314.29 These estimates assume AbbVie executes its immunology strategy. Key swing factors: Skyrizi’s patent defense ahead of 2033 expiration and how quickly Apogee drugs reach market.

Contact [email protected] for any questions or corrections.

Lyft keeps posting record quarters while its stock slides toward multi-year lows, and one analyst sees a path to returns that would make most investors do a double take.

Lyft (NASDAQ:LYFT | LYFT Price Prediction) is priced at $16.22, while the average analyst price target stands at $19.52. This points to implied upside of 20.3%.

Lyft runs the second-largest US ride-hail network and owns Freenow by Lyft in Europe. It has also signed autonomous vehicle partnerships with Waymo and Tensor. One bank is far more bullish than the consensus. TD Cowen analyst John Blackledge holds the Street-high $30.00 target and a Buy rating, which means about 85% upside. That is a big number for a company that keeps posting record quarters while its stock goes the other way.

Record Quarters, Shrinking Stock: How Lyft Fell 36% From Its High Spending is the biggest reason the stock fell. In the first quarter, Lyft reported EPS of $0.04 against a $0.07 estimate, missing expectations as sales and marketing costs rose to $272.9 million from $182.0 million. The second quarter brought another narrow miss: EPS came in at $0.13 versus a $0.14 estimate, even though revenue of $1.84 billion beat consensus.

Shares sit about 36% below the 52-week high of $25.54. Over the past year the stock is down 17.75%.

Much of the weakness hit the whole sector. Rideshare and delivery names all de-rated together as investors wondered whether robotaxis will eventually make human-driver networks less valuable. Lyft’s beta of 1.96 amplified that move.

TD Cowen’s $30 Case Leans on Insurance Reform and Margin Gains TD Cowen’s thesis relies on three drivers. The first is insurance reform progress, particularly in California, which should lower structural costs. The second is market share stabilizing against Uber Technologies (NYSE:UBER). The third is margin expansion through cost control. Insurance reform matters because Lyft’s insurance reserves grew to $2.07 billion from $1.70 billion.

The operating data supports the second and third pillars. Second-quarter gross bookings rose 23% to $5.5 billion, and adjusted EBITDA climbed 37% to $177.2 million. About 30% of North American rides now come through partners such as Chase, DoorDash (NASDAQ:DASH), and United Airlines. Third-quarter guidance calls for adjusted EBITDA of $183 million to $203 million. Lyft has also bought back $400 million of stock this year and authorized another $1 billion.

The AV upside is still distant. Lyft runs Waymo fleet operations in Nashville, but CFO Erin Brewer called the income statement impact “frankly pretty de minimis.”

Most of Wall Street is less convinced. Of 45 analysts, 4 rate Lyft a Strong Buy, 9 a Buy, 31 a Hold, and 1 a Strong Sell. Revisions are leaning positive, though. Over the past 30 days, 2027 EPS estimates saw 22 upward revisions against 10 downward. RBC Capital kept its Buy rating after the second-quarter report.

Entire Gig Economy Sold Off, and Lyft Gets the Smallest Consensus Upside Lyft has company in this selloff. Its peers fell even more over the past year.

Uber is down 25.51% over the past year to $71.51. Against an average target of $100.86, that means 41% upside. Analysts are heavily bullish, with 9 Strong Buys, 33 Buys, 8 Holds, and 1 Sell. That is about double Lyft’s consensus upside.

DoorDash is down 28.66% over the past year to $196.50. Its average target of $257.25 means 30.9% upside. It has 9 Strong Buys, 27 Buys, 10 Holds, and no Sells.

On consensus numbers, Uber offers the most upside in the group. Lyft only takes the lead if you use TD Cowen’s Street-high target. Price targets are opinions, so treat these figures as one input among several.

Lyft Trails the S&P 500 Badly Despite a Sharp One-Month Bounce At $16.22, Lyft has 20.3% implied upside to the $19.52 consensus target, a figure built from 45 analyst ratings. Year to date, the stock is down 16.26%, while the S&P 500 is up 14.17%.

Momentum is improving. Lyft gained 8.86% over the past month, compared with 2.12% for the index. The stock trades at a forward P/E of about 9. The trailing P/E is misleadingly low because of a one-time tax benefit in 2025.

Cash Flow Makes Lyft Compelling, but Uber Still Sets the Ceiling Lyft looks like a bargain if insurance reform comes through, partnerships keep growing gross bookings faster than 15%, and EBITDA margin keeps climbing past 3.2% of bookings. It becomes a value trap if marketing spend has to keep rising just to hold share against a much larger Uber, or if robotaxis weaken the value of a human-driver network before Lyft’s AV partnerships produce revenue.

I lean bullish. Lyft has posted four consecutive quarters of more than $1 billion in trailing free cash flow, and it is using that cash to buy back stock at single-digit forward earnings. That limits the downside. Reaching $30 requires near-perfect execution, though. The consensus target is the more realistic marker, and the earnings reports to keep an eye on are the ones that show whether margins expand as forecast.

Contact [email protected] for any questions or corrections.

SummaryBrazil's election tailwinds, moderating inflationary risks, and ongoing rate easing underscore MercadoLibre, Inc.'s (MELI) future growth prospects, given their exposure at 54.4% of revenues.Their commerce growth flywheel is powered by the aggressive ecosystemic user acquisition efforts across the integrated logistics/fintech/advertising offerings.The positive operating margins/cash flows, healthy balance sheet, and credit risk mitigation contribute to MercadoLibre's resilient prospects amid intensified competition headwinds.Valuation is compelling at EV/Sales of 2.45x, with a 3Y revenue CAGR of +32.3% and a long-term price target of $2,280, thanks to the recent correction.MercadoLibre remains a Buy, despite the near-term risks from the seasonal October weakness, Brazil's October 2026 election outcome, and margin pressure from aggressive growth initiatives. PM Images/DigitalVision via Getty Images

MercadoLibre, Inc.'s (MELI) intensified growth initiatives have driven the accelerated growth prospects across their diversified ecosystem, albeit also triggering the near-term margin headwinds.

For now, given the improved margin of safety from the recent correction/bottoming, I

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMZN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

As AI workloads increase in volume and complexity, Texas Instruments is delivering the essential solutions needed to power, monitor and optimize AI data centers 

News highlights:

TI's ADC34DSO75 is the industry's highest performance 3 gigasamples per second ADC, enabling 24/7, low-power, event-based remote monitoring at nanosecond resolution – thousands of times faster than what current solutions offer. The LMI800PS is the industry's first 800V isolated hot-swap controller, replacing a complex discrete solution requiring five integrated circuits with a single high-density package that delivers in-rush current and power path protection. The LMK6B is a bulk acoustic wave-based oscillator that delivers best-in-class jitter performance and power-supply rejection ratio. , /PRNewswire/ -- At the Open Compute Project (OCP) Global Summit, Texas Instruments (TI) (Nasdaq: TXN) debuted the first analog-to-digital converter (ADC) to enable 24/7, low-power, event-based remote monitoring at nanosecond resolution.

As AI workloads increase in volume and complexity, Texas Instruments is delivering the essential solutions needed to power, monitor and optimize AI data centers. As AI workloads rapidly increase, data center operators face significant challenges around power instability, inadequate real-time monitoring and signal degradation, all of which can lead to costly downtime. TI is addressing these challenges through its new ADC device and other analog solutions designed to tackle the challenges of scaling artificial intelligence (AI) infrastructures. Demonstrations on display in TI's booth, No. E45, at OCP include:

Real-time nanosecond-level telemetry: TI's ADC34DSO75 is the industry's highest performance 3 gigasamples per second (GSPS) ADC, enabling 24/7, low-power, event-based remote monitoring at nanosecond resolution – thousands of times faster than what current solutions offer. Existing monitoring solutions often fail to detect the nanosecond-level power-rail glitches that cause costly, unplanned downtime in data centers. By combining ultra-high-speed sampling with advanced on-chip digital signal processing in a small form factor, the ADC34DSO75 detects and captures transient fault events in real time.As the industry's first solution to offer fully remote, event-based telemetry, the device eliminates the need for on-site debugging and oscilloscopes. By providing continuous, high-resolution monitoring of low-voltage, high-current power rails, the ADC34DSO75 helps data centers minimize downtime – which can cost operators hundreds of thousands of dollars an hour – while optimizing grid power efficiency. This compact, efficient solution offers hyperscalers unmatched remote diagnostic capabilities at a fraction of the size and cost of conventional monitoring methods.

Reliable high-voltage power delivery: The LMI800PS is the industry's first 800V isolated hot-swap controller, replacing a complex discrete solution requiring five integrated circuits with a single high-density package that delivers in-rush current and power path protection. The integration of an isolated bias supply and PMBus telemetry reduces board area by more than 60% and simplifies high-voltage designs. The LMI800PS enables safe power insertion and fast fault isolation, meeting safety standards with 5kVrms reinforced isolation and more than 8mm creepage. This prevents a single load failure from disrupting the shared power bus and maximizes data center stability. Supporting both ±400V and 800V distributions, the device provides a scalable solution for diverse rack architectures, accelerating the deployment of high-efficiency power systems required for next-generation AI infrastructures. Ultra-low jitter signal integrity: The LMK6B is a bulk acoustic wave (BAW)-based oscillator that delivers best-in-class jitter performance and power-supply rejection ratio (PSRR). As data center transmission rates approach 3.2Tbps, the margin for timing error shrinks significantly, and even minute jitter can increase bit error rates and cause system instability. The LMK6B provides industry-leading jitter performance of 9.6fs at 625MHz, ensuring reliable performance and preserving signal integrity for next-generation, AI-driven networking infrastructures. "As AI workloads drive massive scale, the need for real-time visibility and architectural stability has never been greater," said Karthik Vasanth, vice president and general manager for TI's Data, Converters and Clocks business unit. "By delivering industry-leading solutions for high-speed telemetry, advanced power protection and precision timing, TI is enabling hyperscalers and operators to design the next generation of AI data centers with optimized performance and minimal downtime."

More details
Also at OCP, TI Power Electronics Engineer David Reusch will present "800V Data Center DC/DC Design Considerations, Topology Comparisons and Trade-Offs," on Oct. 15 at 2:45 p.m. in room 230A. See ti.com/ocp for more information.

For more information on the ADC34DSO75, read the technical article "The power glitches AI data centers can't see."

About Texas Instruments
Texas Instruments Incorporated (Nasdaq: TXN) is a global semiconductor company that designs, manufactures and sells analog and embedded processing chips for markets such as industrial, automotive, data center, personal electronics and communications equipment. At our core, we have a passion to create a better world by making electronics more affordable through semiconductors. This passion is alive today as each generation of innovation builds upon the last to make our technology more reliable, more affordable and lower power, making it possible for semiconductors to go into electronics everywhere. Learn more at TI.com.

SOURCE Texas Instruments

Raytheon funding development of Coyote Block 2C+RM upgrades to defeat the latest advanced drone threats

, /PRNewswire/ -- Raytheon, an RTX (NYSE: RTX) business, successfully completed three tests of its new Coyote® Block 2C+RM upgrades, advancing the program from concept to testing in just 15 months. These Raytheon-funded developmental testing events show rapid progress of current Coyote Block 2C+RM interceptor upgrades to support an urgent joint U.S. military mission to counter evolving drone threats.

The Coyote Block 2C+RM upgrade builds on the combat–proven performance of current Coyote variants, which have intercepted hundreds of drones. This effort intends to integrate a rocket motor for faster launch and flight, along with a new seeker and warhead designed to defeat all classes of current and emerging drone threats.

"With a common backbone, Raytheon can rapidly scale the Coyote family across counter-drone missions — so we're accelerating the pace of innovation," said Tom Laliberty, president of Land & Air Defense Systems at Raytheon. "Coyote Block 2C+RM is the latest example of how we're investing to deliver critical upgrades to combat-proven technology that give service members a decisive advantage on the battlefield."

The initial test series included several first-of-its-kind events, including confirmation of initial integration with the current counter-drone architecture and the first launches of a Coyote effector equipped with a tactical rocket motor to improve threat engagement times and faster successive shots.

About Raytheon
Raytheon, an RTX business, is a leading provider of defense solutions to help the U.S. government, our allies and partners defend their national sovereignty and ensure their security. For more than 100 years, Raytheon has developed new technologies and enhanced existing capabilities in integrated air and missile defense, smart weapons, missiles, advanced sensors and radars, interceptors, space-based systems, hypersonics and missile defense across land, air, sea and space.

About RTX
With more than 180,000 global employees, we push the limits of technology and science to redefine how we connect and protect our world. With industry-leading capabilities, we advance aviation, engineer integrated defense systems for operational success, and develop next-generation technology solutions and manufacturing to help global customers address their most critical challenges. The company, with 2025 sales of more than $88 billion, is headquartered in Arlington, Virginia.

For questions or to schedule an interview, please contact [email protected].

SOURCE RTX

- XPENG officially launches the G9L Next-Gen AI Flagship SUV for Europe, with French pricing starting from [€74,990].

- XPENG NGP powered by VLA 2.0 makes its first large-scale test-ride appearance in Europe. At the Paris Motor Show, NGP is also being showcased in the official Autonomous Lab, which is open to public experience, with XPENG being one of only two participating automakers, alongside Tesla.

- XPENG introduces its AI and vehicle engineering technology solutions overseas for the first time, opening new opportunities for technical collaboration with global automotive and tech partners.

, /PRNewswire/ -- XPeng Inc. ("XPENG" or the "Company,"NYSE: XPEV; HKEX: 9868), a leading global Physical AI company, today launched the G9L Next-Gen AI Flagship SUV for Europe at the 2026 Paris Motor Show, alongside the first global public test ride campaign of XPENG Next Generation Pilot (NGP) powered by VLA 2.0, as well as announcing new technology collaboration opportunities for global automotive partners.

Across its flagship XPENG Paris Night event and the Paris Motor Show, the company showcased three areas at the center of its next phase of global growth - bringing its latest-generation flagship G9L to European users, introducing NGP to European roads, and opening more of its AI and vehicle engineering capabilities to global automotive partners.

Together, these developments advance XPENG's "In Europe, For Europe, With Europe" approach, combining global technology with European R&D, local production and deeper collaboration with partners.

XPENG Paris Motor Show Press Kit:
https://drive.google.com/drive/folders/1I8SLTqDREdDCzeY5YUu8LjLe7jlPI6e2 

G9L: XPENG's Next-Gen AI Flagship SUV

Taking center stage in Paris, the G9L brings together intelligent driving, advanced safety, flagship comfort and long-distance capability. Designed around different lifestyles and journeys, from business and family travel to outdoor adventures, the G9L will be priced from [€74,990].

Built around the principle that safety is the ultimate premium, the G9L combines active prevention, passive protection and system redundancy, including nine airbags as standard, automatic emergency braking at speeds of up to 150 km/h and stability support following a tire blowout. It has undergone three years of testing across 26 countries and regions, covering more than 6.74 million kilometers.

Beyond safety, the G9L combines a sophisticated chassis with two seating layouts: 6‑seater and 7‑seater, plus luxury AI-Adaptive Front Seaters. EV variants offer up to 591 km of WLTP range, while its 800V architecture and 5C charging technology enable 10% to 80% charging in as little as 11.7 minutes. Following its successful production trial at Magna in Graz, the G9L is also set to become the fourth XPENG model manufactured in Europe.

XPENG NGP Comes to European Roads

XPENG also introduces XPENG NGP powered by VLA 2.0, supported proprietary Turing AI chips, 4D spatiotemporal understanding and strong generalization across different roads and unfamiliar scenarios. VLA 2.0 can retain up to 30 seconds of contextual information and predict how a scenario may unfold up to six seconds ahead, helping NGP understand, anticipate and respond to changing road conditions. The technology has been tested against complex European driving conditions.

In Paris, NGP is making its first large-scale test-ride appearance in Europe, demonstrating its capabilities across roundabouts, narrow streets, motorcycle traffic, pedestrian crossings and complex right-of-way situations. At the Paris Motor Show, NGP is also being showcased in the official Autonomous Lab, with XPENG one of only two participating automakers.

The test rides demonstrate NGP in European road scenarios including Paris roundabouts, narrow streets, motorcycle traffic, pedestrian crossings and complex right-of-way situations.

XPENG also aims to become the first certified automaker in the world to meet UNECE UN Regulation No. 171, Series 02, supporting the global expansion of its advanced driving software.

Bringing Physical AI to Life in Paris

The three announcements form part of XPENG's broader Physical AI vision on display at the Paris Motor Show, where the company has transformed its 1,008-square-meter stand in Hall 6, Stand A51 into a "Physical AI Museum," bringing together intelligent vehicles, humanoid robots, flying mobility and the underlying technologies that connect them.

The Press Day display brings together 11 vehicles, including the G9L, L03, P7+, G6, G9 and X9, alongside one Land Aircraft Carrier and two IRON humanoid robots. Dedicated technology areas showcase VLA 2.0 and the Turing AI Chip, as well as XPENG's latest developments in humanoid robots and flying mobility. IRON, XPENG's advanced general-purpose humanoid robot, is planned for global rollout in 2027.

In Europe, For Europe, With Europe

XPENG's Paris presence marks a further step in its "In Europe, For Europe, With Europe" approach. Globally, XPENG now operates across 82 countries and regions, supported by eight R&D centers, six manufacturing bases and 1,283 stores.

In Europe, XPENG combines an expanding product portfolio with deeper local R&D and production capabilities. Its European R&D center supports homologation, language interaction, chassis tuning, charging integration and intelligent-driving validation, while local production with Magna in Austria began in Q3 2025.

With the G9L joining its European portfolio and NGP powered by VLA 2.0 being validated against European driving scenarios, XPENG is bringing more of its global technology to Europe, developing it with European expertise and partners, and adapting it for European users.

ENDS

About XPENG

XPENG is a leading global Physical AI company, dedicated to bringing artificial intelligence into the physical world to reshape future mobility and smart living. Through in-house R&D, XPENG has developed a full-stack Physical AI architecture spanning Turing AI chips, world foundation models, and highly integrated software and hardware applications. This unified technology foundation powers an expansive product portfolio of smart EVs, robotaxis and humanoid robots, advancing the deployment of Physical AI at scale.

Headquartered in Guangzhou, China, XPENG is dual-primary listed on the New York Stock Exchange and the Hong Kong Stock Exchange. With global capabilities across R&D, manufacturing, sales and services, XPENG drives continuous technological innovation and fosters an open Physical AI ecosystem, making life smarter, safer and better for users worldwide.

For more information, please visit https://www.xpeng.com/

SOURCE XPeng Inc.

Completes 2026 Store Growth Plans 

, /PRNewswire/ -- Ross Stores, Inc. (Nasdaq: ROST) recently opened 41 Ross Dress for Less® ("Ross") and 10 dd's DISCOUNTS® stores across 17 different states in September and October. These new locations complete the Company's store growth plans for fiscal 2026, with the addition of 115 new locations throughout the year. 

"Each new opening allows us to deliver compelling value to even more customers while creating new jobs and making a positive impact in local communities," said Richard Lietz, Executive Vice President, Property Development. "Building on the strong performance of our newer stores, we are excited to open our inaugural stores in Massachusetts while strengthening Ross Dress for Less' presence in New York and other existing markets. At dd's DISCOUNTS, we are pleased to further expand in our established core markets of California, Florida, and Texas."

Mr. Lietz added, "We remain confident in the long-term opportunities for both brands. As customers increasingly seek great brands at great prices, Ross' off-price offering continues to resonate, and we believe we are well positioned to grow to at least 2,900 Ross Dress for Less and 700 dd's DISCOUNTS locations over time."

In connection with these openings, Ross Stores continued its longstanding tradition of community engagement by making donations to local Boys & Girls Clubs and First Book literacy partners, helping support youth development and access to educational resources in the neighborhoods we serve.

Together, Ross Dress for Less and dd's DISCOUNTS currently operate a total of approximately 2,377 locations across 45 states, the District of Columbia, Guam, and Puerto Rico.

About Ross Stores, Inc.

Ross Stores, Inc. is an S&P 500, Fortune 500, and Nasdaq 100 (ROST) company headquartered in Dublin, California, with fiscal 2025 revenues of $22.8 billion. Currently, the Company operates Ross Dress for Less® ("Ross"), the largest off-price apparel and home fashion chain in the United States with 1,993 locations in 45 states, the District of Columbia, Guam, and Puerto Rico. Ross offers first-quality, in-season, brand name and designer apparel, accessories, footwear, and home fashions for the entire family at savings of 20% to 60% off department and specialty store regular prices every day. The Company also operates 384 dd's DISCOUNTS® stores in 24 states that feature a more moderately-priced assortment of first-quality, in-season apparel, accessories, footwear, and home fashions for the entire family at savings of 20% to 70% off moderate department and discount store regular prices every day. Additional information is available at www.rossstores.com.

Contact:

Connie Kao

Senior Vice President, Investor & Media Relations

(925) 965-4668

[email protected]

SOURCE Ross Stores, Inc.

W. R. Berkley Corporation (NYSE:WRB) will release earnings for its third quarter after the closing bell on Monday, Oct. 19.

Analysts expect the Greenwich, Connecticut-based company to report quarterly earnings of $1.16 per share, up from $1.10 per share in the year-ago period. The consensus estimate for WRB’s quarterly revenue is $3.23 billion. It reported $3.16 billion last year, according to Benzinga Pro.

On Sept. 10, W. R. Berkley declared a regular quarterly cash dividend on its common stock of 10 cents per share.

W. R. Berkley shares fell 0.2% to close at $71.91 on Friday.

Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.

Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.

Mizuho analyst Yaron Kinar maintained a Neutral rating and cut the price target from $72 to $70 on Oct. 7, 2026. This analyst has an accuracy rate of 64%. Morgan Stanley analyst Bob Huang maintained an Equal-Weight rating and slashed the price target from $75 to $70 on Oct. 6, 2026. This analyst has an accuracy rate of 51%. UBS analyst Brian Meredith maintained the stock with a Neutral rating and raised the price target from $71 to $77 on July 27, 2026. This analyst has an accuracy rate of 68%. Wells Fargo analyst Elyse Greenspan maintained an Underweight rating and raised the price target from $67 to $68 on July 21, 2026. This analyst has an accuracy rate of 69%. Truist Securities analyst Mark Hughes maintained the stock with a Buy rating and increased the price target from $78 to $83 on July 21, 2026. This analyst has an accuracy rate of 75%. Considering buying WRB stock? Here’s what analysts think:

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Invesco Global Head of ETFs & Index Strategies Brian Hartigan was on Bloomberg TV on October 5, where he discussed the growth of the firm’s QQQ Innovation Suite and how it stands out at a time when competitors are launching similar products.“[QQQs] is its own ecosystem and it’s one of the leaders in this space. We actually tried to compete with ourselves before we converted the QQQs [to a 1940 Act structure]. We had the more modernized structure in QQQM, and that just hit $100 billion. As I’ve said, the QQQs grew by over $300 billion,” said Hartigan.

Key Takeaways:

Invesco’s QQQM crossed $100 billion as the broader suite expanded with global offerings like QQQI.
Management keeps funds like QQQM and QQQJ separate to offer investors targeted choices rather than consolidating them.
Mid-cap growth funds like QQQJ capture emerging leaders before they break into the top 100.

In addition to having the Invesco NASDAQ 100 ETF (QQQM) and the Invesco Nasdaq Next Gen 100 ETF (QQQJ) on its roster, the firm expanded the suite by launching the Invesco Nasdaq International Innovators 100 ETF (QQI) on September 23.

QQQJ provides exposure to non-U.S. large- and mid-cap innovative companies across both developed and emerging markets.

Hartigan was also asked specifically about why Invesco has decided to keep the two products separate and if at some point it would make more sense to combine them.

“Product rationalization is always part of our strategy, but as you had the [QQQs] with such a long track record and build-up of positioning and investor awareness, we’re comfortable with the structural differences of the two. And investors always have a choice,” Hartigan explained.

QQQM and QQQJ
Beyond QQQ, QQQM and QQQJ are considered the most established members of the innovation suite because of their earlier inception dates (both were launched in October 2020), massive asset accumulation and focus on core market capitalizations.

QQQM’s assets under management stands at $113 billion, while QQQJ has amassed roughly $1.19 billion in AUM. The former gives you the exact same mega-cap tech holdings as QQQ, just with a lower 0.15% fee.

Meanwhile, the latter tracks the “next 100” companies on the Nasdaq, making QQQJ a liquid, mid-cap growth fund. It is ideal for investors wanting to back emerging U.S. market leaders before they graduate to the Nasdaq-100 index.

For more news, information, and strategy, visit the Innovative ETFs Content Hub.

Invesco Distributors, Inc. is an independent company unaffiliated with VettaFi LLC (“VettaFi”). These articles do not form any kind of legal partnership, agency affiliation, or similar relationship between VettaFi and Invesco Distributors, Inc., nor is such a relationship created or implied by the articles herein. VettaFi LLC is the author and owner of these articles.

Invesco Distributors, Inc. does not provide legal or tax advice. This information is provided for general educational purposes only and is not to be considered legal or tax advice. Investors should consult with their legal or tax advisors for personalized assistance, including information regarding any specific state law requirements.

Projecting a stock to double in a year is a bold call, but I think IonQ (IONQ +1.11%) can get it done. If you aren't familiar with the stock, it's a quantum computing pure-play that's pursuing building a full quantum computing ecosystem. The stock hasn't had a great 2026 and is down about 12% for the year. However, there has been no shortage of good things going on at IonQ, and I think its underperformance has more to do with the market being slightly risk-averse right now than with IonQ's actual performance.

Several catalysts are coming up next year that could drive it higher, and I'm betting that the stock will more than double to reach a new all-time high sometime in 2027.

Image source: The Motley Fool.

IonQ is taking a unique approach to quantum computing One thing that sets IonQ apart from others in the quantum computing industry is its approach to the technology. It uses trapped ion technology, which yields more accurate computation at the cost of processing speed. Nearly every other competitor is pursuing a superconducting technique, which flips the advantages. However, with computing accuracy being one of the biggest hurdles quantum computing needs to clear before becoming commercially relevant, I like IonQ's approach more.

Another issue is that creating a computer with enough qubits (the basic computing unit for quantum computing, versus bits for traditional computing) has proven difficult. IonQ expects its class-leading 256-qubit system to be available for purchase sometime in 2027, which will attract clients that want to be an early-stage pioneer in the quantum computing industry. IonQ already has a handful of preorders for this system, and if it can deliver, it will have plenty of growth to allow it to reach new highs next year.

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Next year, Wall Street analysts estimate that IonQ will generate over $800 million in revenue, growing at a 79% pace. That indicates strong growth again for IonQ and positions it for a strong 2027.

Every few years, the market goes through a cycle of buying up quantum computing stocks as the technology gets closer and closer to commercial relevance. It has been a while since one of those has occurred, and with 2027 right around the corner, I wouldn't be surprised if there's another cycle coming up. That could lead to strong growth for IonQ's stock, delivering impressive stock returns to investors in just a year.

Keithen Drury has positions in IonQ. The Motley Fool has positions in and recommends IonQ. The Motley Fool has a disclosure policy.

VAUGHAN, Ontario--(BUSINESS WIRE)--Bausch + Lomb Corporation (NYSE/TSX: BLCO), a leading global eye health company, and its parent company, Bausch Health Companies Inc. (NYSE/TSX: BHC), today announced that Bausch + Lomb Board of Directors Chairman Thomas J. Appio has been appointed interim chief executive officer, effective immediately. Appio will continue to serve as CEO of Bausch Health while assuming leadership of Bausch + Lomb.

Appio was appointed chairman of the Bausch + Lomb Board of Directors in August 2026. The Board believes Appio’s deep knowledge of the business, global leadership experience and longstanding connection to Bausch + Lomb position him well to build on the company’s momentum and lead its next phase of growth.

“The opportunity to lead Bausch + Lomb is both a privilege and a responsibility that I embrace with great enthusiasm,” said Appio. “Our company is built on the strength of our people, the quality of our portfolio and a relentless commitment to serving customers and patients around the world. With a strong foundation, we are well positioned to build on our momentum and deliver sustainable growth.”

Appio has served as CEO of Bausch Health since 2022. Under his leadership, Bausch Health (excluding Bausch + Lomb) has delivered 13 consecutive quarters of year-over-year growth in revenue and adjusted EBITDA (non-GAAP).1 He held several leadership roles within Bausch + Lomb prior to the company’s initial public offering in 2022. Appio joined Bausch + Lomb in 2010 as managing director, China, and in 2016 assumed the role of president, Bausch + Lomb International.

Brent Saunders, who has served as Bausch + Lomb CEO since 2023, and the Board of Directors mutually agreed that Saunders will depart the company.

“When I returned to Bausch + Lomb, I believed this company had tremendous potential,” said Saunders. “Today, it is stronger, more focused and better positioned for the future, with a clearer strategy, a more robust pipeline and significant opportunities ahead. The progress we've made reflects the talent, passion and commitment of colleagues across the organization, and I'm proud of everything we've accomplished together.”

Preliminary Update on 2026 Guidance2

Based on preliminary third-quarter results, Bausch + Lomb and Bausch Health currently expect to raise full-year 2026 adjusted EBITDA excluding Acquired IPR&D1 guidance.3 The companies are currently in a blackout period and will provide additional details when they report third-quarter results on Oct. 28.

About Bausch + Lomb

Our mission is simple – we help people see better to live better, all over the world. For nearly two centuries we’ve evolved with the changing needs of patients and customers, and our commitment to innovation and improving the standard of care in eye health has never been stronger. From contact lenses to prescription products, over-the-counter options, surgical devices and more, we’re turning bold ideas into better outcomes through passion, perseverance and purpose. Learn more at www.bausch.com and connect with us on Facebook, Instagram, LinkedIn, X and YouTube.

About Bausch Health

Bausch Health Companies Inc. (NYSE:BHC)(TSX:BHC) is a global, diversified pharmaceutical company enriching lives through our relentless drive to deliver better health care outcomes. We develop, manufacture and market a range of products primarily in gastroenterology, hepatology, neuroscience, dermatology, dentistry, aesthetics, international pharmaceuticals and eye health, through our controlling interest in Bausch + Lomb Corporation. Our ambition is to be a globally integrated healthcare company, trusted and valued by patients, HCPs, employees and investors. For more information about Bausch Health, visit www.bauschhealth.com and connect with us on LinkedIn.

Forward-looking Statements

This news release may contain forward-looking information and statements within the meaning of applicable securities laws (collectively, “forward-looking statements”). Forward-looking statements may generally be identified by the use of the words “anticipates,” “hopes,” “seeks,” “intends,” “expects,” “believes,” “plans,” “projects,” “predicts,” “forecasts,” “should,” “could,” “would,” “may,” “might,” “will,” “strive,” “estimates,” “potential,” “target,” “guidance,” “outlook,” “continue,” “pending” or “proposed” and positive and negative variations or similar expressions and phrases and statements that certain actions, events or results may, could, should or will be achieved, received or taken, or will occur or result. Forward-looking statements include statements regarding the companies’ full-year 2026 guidance (including expected increases to such guidance) and Bausch + Lomb’s ability to deliver sustainable growth and create lasting value for shareholders. These statements are based upon the current expectations and beliefs of management and are provided for the purpose of providing additional information about such expectations and beliefs, and readers are cautioned that these statements may not be appropriate for other purposes. The expected increase to full-year 2026 guidance is based on certain material factors and assumptions, including preliminary, unaudited third-quarter 2026 results that remain subject to completion of quarter-end closing and review procedures, stronger business performance for the remainder of 2026, prevailing foreign exchange rates and other assumptions. Forward-looking statements are subject to certain risks and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements. These risks and uncertainties include, but are not limited to, the risks and uncertainties discussed in Bausch + Lomb’s and Bausch Health’s filings with the U.S. Securities and Exchange Commission (the “SEC”) and the Canadian Securities Administrators (the “CSA”), which factors are incorporated herein by reference. Readers are cautioned not to place undue reliance on any of these forward-looking statements. These forward-looking statements speak only as of the date hereof. Neither Bausch + Lomb nor Bausch Health undertake any obligation to update any of these forward-looking statements to reflect events or circumstances after the date of this news release or to reflect actual outcomes, unless required by law.

Non-GAAP Information

To supplement the financial measures prepared in accordance with U.S. generally accepted accounting principles (GAAP), Bausch + Lomb and Bausch Health use certain non-GAAP financial measures and ratios. Management of each company use these non-GAAP measures and ratios as key metrics in the evaluation of each company’s performance and the consolidated financial results and, in part, in the determination of cash bonuses for its executive officers. Bausch + Lomb and Bausch Health believe these non-GAAP measures and ratios are useful to investors in their assessment of each company’s operating performance and the valuation of each company. In addition, these non-GAAP measures and ratios address questions the companies routinely receives from analysts and investors, and in order to assure that all investors have access to similar data, the companies have determined that it is appropriate to make this data available to all investors. These measures and ratios do not have any standardized meaning under GAAP and other companies may use similarly titled non-GAAP financial measures and ratios that are calculated differently from the way we calculate such measures and ratios. Accordingly, our non-GAAP financial measures and ratios may not be comparable to similar non-GAAP measures and ratios of other companies. We caution investors not to place undue reliance on such non-GAAP measures and ratios, but instead to consider them with the most directly comparable GAAP measures and ratios. Non-GAAP financial measures and ratios have limitations as analytical tools and should not be considered in isolation. They should be considered as a supplement to, not a substitute for, or superior to, the corresponding measures calculated in accordance with GAAP.

Bausch + Lomb does not provide a reconciliation of forward-looking Adjusted EBITDA excluding Acquired IPR&D (non-GAAP)2 to GAAP net income (loss) attributable to Bausch + Lomb Corporation, and Bausch Health does not provide a reconciliation of forward-looking Adjusted EBITDA (non-GAAP)2 to GAAP net income (loss), in each case due to the inherent difficulty in forecasting and quantifying certain amounts that are necessary for such reconciliations. These amounts may be material and, therefore, could result in the projected GAAP measure or ratio being materially different or less than the projected non-GAAP measure or ratio.

Specific Non-GAAP Measures

Adjusted EBITDA excluding Acquired IPR&D

EBITDA (non-GAAP) is Net income (loss) attributable to Bausch + Lomb Corporation (its most directly comparable U.S. GAAP financial measure) adjusted for interest, income taxes, depreciation and amortization. Adjusted EBITDA (non-GAAP) is EBITDA (non-GAAP) further adjusted for the items described below. Management believes that Adjusted EBITDA (non-GAAP), along with the GAAP measures used by management, most appropriately reflect how the company measures the business internally and sets operational goals and incentives. In particular, the company believes that Adjusted EBITDA (non-GAAP) focuses management on the company’s underlying operational results and business performance. As a result, the company uses Adjusted EBITDA (non-GAAP) both to assess the actual financial performance of the company and to forecast future results as part of its guidance. Management believes Adjusted EBITDA (non-GAAP) is a useful measure to evaluate current performance. Adjusted EBITDA (non-GAAP) is intended to show our unleveraged, pre-tax operating results and therefore reflects our financial performance based on operational factors. In addition, cash bonuses for the company’s executive officers and other key employees are based, in part, on the achievement of certain Adjusted EBITDA (non-GAAP) targets.

Adjusted EBITDA (non-GAAP) is Net income (loss) attributable to Bausch + Lomb Corporation (its most directly comparable U.S. GAAP financial measure) adjusted for interest expense, net, (benefit from) provision for income taxes, depreciation and amortization and further adjusted for the following items:

Asset impairments: The company has excluded the impact of impairments of finite-lived and indefinite-lived intangible assets as such amounts are inconsistent in amount and frequency and are significantly impacted by the timing and/or size of acquisitions and divestitures. The company believes that the adjustments of these items correlate with the sustainability of the company’s operating performance. Although the company excludes impairments of intangible assets from measuring the performance of the company and its business, the company believes that it is important for investors to understand that intangible assets contribute to revenue generation. Restructuring, integration and transformation costs: The company has incurred restructuring costs as it implemented certain strategies, which involved, among other things, improvements to its infrastructure and operations, internal reorganizations and impacts from the divestiture of assets and businesses. With regard to infrastructure and operational improvements which the company has taken to improve efficiencies in the businesses and facilities, these tend to be costs intended to right size the business or organization that fluctuate significantly between periods in amount, size and timing, depending on the improvement project, reorganization or transaction. Additionally, with the completion of the Bausch + Lomb IPO, as the company prepares for post-separation operations, the company is launching certain transformation initiatives that will result in certain changes to and investment in its organizational structure and operations. These transformation initiatives arise outside of the ordinary course of continuing operations and, as is the case with the company’s restructuring efforts, costs associated with these transformation initiatives are expected to fluctuate between periods in amount, size and timing. These out-of-the-ordinary-course charges include third-party advisory costs, as well as certain compensation-related costs. Investors should understand that the outcome of these transformation initiatives may result in future restructuring actions and certain of these charges could recur. The company believes that the adjustments of these items provide supplemental information with regard to the sustainability of the company’s operating performance, allow for a comparison of the financial results to historical operations and forward-looking guidance and, as a result, provide useful supplemental information to investors. Acquisition-related costs and adjustments excluding amortization of intangible assets: The company has excluded the impact of acquisition-related costs and fair value inventory step-up resulting from acquisitions as the amounts and frequency of such costs and adjustments are not consistent and are significantly impacted by the timing and size of its acquisitions. In addition, the company excludes the impact of acquisition-related contingent consideration non-cash adjustments due to the inherent uncertainty and volatility associated with such amounts based on changes in assumptions with respect to fair value estimates, and the amount and frequency of such adjustments are not consistent and are significantly impacted by the timing and size of the company’s acquisitions, as well as the nature of the agreed-upon consideration. Share-based compensation: The company excludes costs relating to share-based compensation. The company believes that the exclusion of share-based compensation expense assists investors in the comparisons of operating results to peer companies. Share-based compensation expense can vary significantly based on the timing, size and nature of awards granted. Separation costs and separation-related costs: The company has excluded certain costs incurred in connection with activities taken to: (i) separate the Bausch + Lomb business from the remainder of BHC and (ii) register the Bausch + Lomb business as an independent publicly traded entity. Separation costs are incremental costs directly related to effectuating the separation of the Bausch + Lomb business from the remainder of BHC and include, but are not limited to, legal, audit and advisory fees, talent acquisition costs and costs associated with establishing a new Board of Directors and Audit Committee. Separation-related costs are incremental costs indirectly related to the separation of the Bausch + Lomb business from the remainder of BHC and include, but are not limited to, IT infrastructure and software licensing costs, rebranding costs and costs associated with facility relocation and/or modification. As these costs arise from events outside of the ordinary course of continuing operations, the company believes that the adjustments of these items provide supplemental information with regard to the sustainability of the company’s operating performance, allow for a comparison of the financial results to historical operations and forward-looking guidance and, as a result, provide useful supplemental information to investors. Loss on extinguishment of debt: The company has excluded loss on extinguishment of debt as this represents a loss from refinancing our existing debt and is not a reflection of our operations for the period. Further, the amount and frequency of such amounts are not consistent and are significantly impacted by the timing and size of debt financing transactions and other factors in the debt market that are not within management’s control. Other Non-GAAP adjustments: The company also excludes certain other amounts, including IT infrastructure investment, litigation and other matters, gain/(loss) on sales of assets and certain other amounts that are the result of other, non-comparable events to measure operating performance if and when present in the periods presented. These events arise outside of the ordinary course of continuing operations. Given the unique nature of the matters relating to these costs, the company believes these items are not routine operating expenses. For example, legal settlements and judgments vary significantly, in their nature, size and frequency, and, due to this volatility, the company believes the costs associated with legal settlements and judgments are not routine operating expenses. The company excluded these costs as this event is outside of the ordinary course of continuing operations and is infrequent in nature. The company believes that the exclusion of such out-of-the-ordinary-course amounts provides supplemental information to assist in the comparison of the financial results of the company from period to period and, therefore, provides useful supplemental information to investors. However, investors should understand that many of these costs could recur and that companies in our industry often face litigation. Adjusted EBITDA excluding Acquired In-Process Research and Development (IPR&D) (non-GAAP) is Adjusted EBITDA (non-GAAP) further adjusted to exclude Acquired IPR&D. The IPR&D expenditures represent costs directly resulting from business development transactions and not through the normal course of business. The company believes that the exclusion of such out-of-the-ordinary-course amounts provides supplemental information to assist in the comparison of the financial results of the company from period to period and, therefore, provides useful supplemental information to investors in assessing our performance. However, investors should understand that the company may enter into additional business development transactions in the future and, as a result, such Acquired IPR&D may recur in the future.

Adjusted EBITDA Margin (non-GAAP) and Adjusted EBITDA Margin excluding Bausch + Lomb (non-GAAP)

Adjusted EBITDA Margin (non-GAAP) is defined as Adjusted EBITDA (non-GAAP) (as previously defined) divided by Revenue. The most directly comparable U.S. GAAP financial measure is Net income (loss) divided by Revenue. Adjusted EBITDA Margin excluding Bausch + Lomb (non-GAAP) is defined as Adjusted EBITDA excluding Bausch + Lomb (non-GAAP) divided by Revenue excluding revenue attributable to Bausch + Lomb. Adjusted EBITDA excluding Bausch + Lomb (non-GAAP) is Adjusted EBITDA (non-GAAP) adjusted to remove Adjusted EBITDA attributable to Bausch + Lomb (non-GAAP). Adjusted EBITDA Margin excluding Bausch + Lomb (non-GAAP) is not intended to represent continuing or discontinued operations under GAAP and is provided as a supplemental management metric. This measure may not be indicative of the results of operations that would have been reported had Bausch + Lomb been accounted for as a discontinued operation. Management believes Adjusted EBITDA Margin (non-GAAP) and Adjusted EBITDA Margin excluding Bausch + Lomb (non-GAAP) provide investors with useful supplemental information regarding the Company's operating profitability and operational efficiency.

©2026 Bausch + Lomb.

More News From Bausch + Lomb Corporation

Federal and state leaders to visit southeast Nebraska critical minerals mine site and view construction activity underway

Event to be livestreamed at https://www.niocorp.com/event-livestream/

CENTENNIAL, CO / ACCESS Newswire / October 12, 2026 / NioCorp Developments Ltd. ("NioCorp," "our," or the "Company") (NASDAQ:NB), a leading U.S. critical minerals developer, is pleased to announce that U.S. Energy Secretary Chris Wright, Export-Import Bank of the United States ("EXIM") Chairman and President John Jovanovic, Nebraska Governor Jim Pillen, U.S. Senators Deb Fischer (R-NE) and Pete Ricketts (R-NE), and Congressman Adrian Smith (R-NE) will visit the Company's Elk Creek Critical Minerals Project (the "Elk Creek Project") mine site in southeast Nebraska on Wednesday, October 14, 2026.

The officials are expected to deliver remarks, tour the construction underway at the Elk Creek mine site, and receive briefings from NioCorp leadership on its planned critical mineral products.

Because the Elk Creek site is an active construction area and access is subject to strict safety and security requirements, the October 14 event is not open to the general public. It can be viewed via livestream at https://www.niocorp.com/event-livestream/, which begins at 12:30 PM CT / 1:30 PM ET.

"We're extremely proud of what we're building in Nebraska, and we couldn't be happier to welcome Chairman Jovanovic, Secretary Wright, Governor Pillen, Senators Fischer and Ricketts and Congressman Smith to the Elk Creek Project," said Mark A. Smith, Executive Chairman and CEO of NioCorp. "This visit gives us the opportunity to show them firsthand the progress underway at the site, introduce them to some of the people helping us advance this effort, and discuss what Elk Creek can mean for American critical mineral security, manufacturing and jobs."

The visit comes as EXIM continues its review of NioCorp's application for potential debt financing for the Elk Creek Project under EXIM's Make More in America initiative.

NioCorp plans to produce niobium, scandium, titanium, and several magnetic rare earth elements at the Elk Creek Project. These materials are used across automotive, aerospace, energy, advanced manufacturing and defense applications. The United States is heavily import-dependent for these materials, including 100% net import reliance for several of the minerals NioCorp plans to produce.

A fact sheet on NioCorp's proposed plans can be seen here: https://www.niocorp.com/wp-content/uploads/NioCorp_FactSheet.pdf.

# # #

FOR MORE INFORMATION:

Jim Sims, Chief Communications Officer, NioCorp Developments Ltd., (720) 334-7066, [email protected]

Alex Guthrie, Director, Investor Relations, NioCorp Developments Ltd., (647) 999-0527, [email protected]

@NioCorp $NB #Niobium #Scandium #rareearth #neodymium #dysprosium #terbium #ElkCreek

ABOUT NIOCORP

NioCorp is developing the Elk Creek Project that is expected to produce niobium, scandium, titanium and several rare earth products, including neodymium-praseodymium oxide, dysprosium oxide, terbium oxide, samarium-europium-gadolinium ("SEG") carbonate, and heavy rare earth carbonate. Niobium is used to produce specialty alloys as well as High Strength, Low Alloy steel, which is a lighter, stronger steel used in automotive, structural, and pipeline applications. Scandium is a specialty metal that can be combined with Aluminum to make alloys with increased strength and improved corrosion resistance. Scandium is also a critical component of advanced solid oxide fuel cells. Titanium is used in various lightweight alloys and is a key component of pigments used in paper, paint and plastics and is also used for aerospace applications, armor, and medical implants. Magnetic rare earths, such as neodymium, praseodymium, terbium, and dysprosium are critical to the making of neodymium-iron-boron magnets, which are used across a wide variety of defense and civilian applications.

FORWARD-LOOKING STATEMENTS

This press release contains forward-looking statements within the meaning of the United States Private Securities Litigation Reform Act of 1995 and forward-looking information within the meaning of applicable Canadian securities laws. Forward-looking statements may include, but are not limited to, statements regarding statements made during the webcast; NioCorp's expectation of producing niobium, scandium, and titanium, and the potential of producing rare earths, at the Elk Creek Project; and NioCorp's ability to secure sufficient project financing to complete construction of the Elk Creek Project and move it to commercial operation. Forward-looking statements are typically identified by words such as "plan," "believe," "expect," "anticipate," "intend," "outlook," "estimate," "forecast," "project," "continue," "could," "may," "might," "possible," "potential," "predict," "should," "would" and other similar words and expressions, but the absence of these words does not mean that a statement is not forward-looking.

The forward-looking statements are based on the current expectations of the management of NioCorp and are inherently subject to uncertainties and changes in circumstances and their potential effects and speak only as of the date of such statement. There can be no assurance that future developments will be those that have been anticipated. Forward-looking statements reflect material expectations and assumptions, including, without limitation, expectations and assumptions relating to: NioCorp's ability to receive sufficient project financing for the construction of the Elk Creek Project on acceptable terms, or at all; the future price of and demand for metals, including aluminum scandium alloy; and the stability of the financial and capital markets. Such expectations and assumptions are inherently subject to uncertainties and contingencies regarding future events and, as such, are subject to change. Forward-looking statements involve a number of risks, uncertainties or other factors that may cause actual results or performance to be materially different from those expressed or implied by these forward-looking statements. These risks and uncertainties include, but are not limited to, those discussed and identified in public filings made by NioCorp with the SEC and with the applicable Canadian securities regulatory authorities and the following: NioCorp's ability to consummate the Offering; NioCorp's ability to use the net proceeds of the Offering in a manner that will increase the value of shareholders' investment; NioCorp's requirement of significant additional capital; NioCorp's ability to receive sufficient project financing for the construction of the Elk Creek Project on acceptable terms, or at all; NioCorp's ability to achieve the required milestones and receive the full $10.0 million in reimbursement under the Project Sub-Agreement with Advanced Technology International, an entity acting on behalf of the Defense Industrial Base Consortium under the authority of the U.S. Department of Defense; NioCorp's ability to receive a final commitment of financing from the Export-Import Bank of the United States or other debt financing or financial support on acceptable timelines, on acceptable terms, or at all; NioCorp's ability to access the full amount of the expected net proceeds under the standby equity purchase agreement (the "Yorkville Equity Facility Financing Agreement") with YA II PN, Ltd., an investment fund managed by Yorkville Advisors Global, LP; NioCorp's ability to continue to meet the listing standards of The Nasdaq Stock Market LLC; risks relating to NioCorp's common shares, including price volatility, lack of dividend payments and dilution or the perception of the likelihood of any of the foregoing; the extent to which NioCorp's level of indebtedness and/or the terms contained in agreements governing NioCorp's indebtedness, if any, the Yorkville Equity Facility Financing Agreement or other agreements may impair NioCorp's ability to obtain additional financing, on acceptable terms, or at all; covenants contained in agreements with NioCorp's secured creditors that may affect its assets; NioCorp's limited operating history; NioCorp's history of losses; the material weaknesses in NioCorp's internal control over financial reporting, NioCorp's efforts to remediate such material weaknesses and the timing of remediation; the possibility that NioCorp may qualify as a passive foreign investment company under the U.S. Internal Revenue Code of 1986, as amended (the "Code"); the potential that the business combination with GX Acquisition Corp. II and other related transactions could result in NioCorp becoming subject to materially adverse U.S. federal income tax consequences as a result of the application of Section 7874 and related sections of the Code; cost increases for NioCorp's exploration and, if warranted, development projects; a disruption in, or failure of, NioCorp's information technology systems, including those related to cybersecurity; equipment and supply shortages; variations in the market demand for, and prices of, niobium, scandium, titanium and rare earth products; current and future offtake agreements, joint ventures, and partnerships, including NioCorp's ability to negotiate extensions to existing agreements or to enter into new agreements, on favorable terms or at all; NioCorp's ability to attract qualified management; estimates of mineral resources and reserves; mineral exploration and production activities; feasibility study results; the results of metallurgical testing; the results of technological research; changes in demand for and price of commodities (such as fuel and electricity) and currencies; competition in the mining industry; changes or disruptions in the securities markets; legislative, political or economic developments, including changes in federal and/or state laws that may significantly affect the mining and scandium alloy industries; trade policies and tensions, including tariffs; inflationary pressures; the impacts of climate change, as well as actions taken or required by governments related to strengthening resilience in the face of potential impacts from climate change; the need to obtain permits and comply with laws and regulations and other regulatory requirements; the timing and reliability of sampling and assay data; the possibility that actual results of work may differ from projections/expectations or may not realize the perceived potential of NioCorp's projects; risks of accidents, equipment breakdowns, and labor disputes or other unanticipated difficulties or interruptions; the possibility of cost overruns or unanticipated expenses in development programs; operating or technical difficulties in connection with exploration, mining, development, or scandium alloy production activities; management of the water balance at the Elk Creek Project site; land reclamation requirements related to the Elk Creek Project; the speculative nature of mineral exploration and development, including the risks of diminishing quantities of grades of reserves and resources; claims on the title to NioCorp's properties; the infringement or loss of NioCorp's intellectual property rights; potential future litigation; and NioCorp's lack of insurance covering all of NioCorp's operations.

Should one or more of these risks or uncertainties materialize or should any of the assumptions made by the management of NioCorp prove incorrect, actual results may vary in material respects from those projected in these forward-looking statements.

All subsequent written and oral forward-looking statements concerning the matters addressed herein and attributable to NioCorp or any person acting on its behalf are expressly qualified in their entirety by the cautionary statements contained or referred to herein. Except to the extent required by applicable law or regulation, NioCorp undertakes no obligation to update these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events.

SOURCE: NioCorp Developments Ltd.

SanDisk stock NASDAQ:SNDK is sliding into earnings after one of Wall Street’s most spectacular rallies this year.

The stock closed Friday at $1,581.82, down 6.5% from Wednesday’s $1,692.42 close and roughly 8% below its October 2 close. Yet SanDisk remains up about 566% in 2026, while Wall Street’s average price target is around $2,173.

The problem is increasingly about expectations rather than demand.

AI-driven storage spending and tight NAND supply support pricing, but profitability has reached levels rarely associated with hardware.

With earnings due October 29, investors must decide whether those economics are durable or simply the best part of the cycle.

SanDisk’s 80% margin story is becoming harder to extrapolateSanDisk’s recent profitability has been extraordinary, as fiscal 2026 gross margin reached 71.6%, then climbed to 84.6% in the fourth quarter. Pricing accounted for two-thirds of sequential revenue growth.

Those figures are powerful while NAND supply remains tight but they raise the hurdle for the next report.

Nikolaos Sismanis, writing for TipRanks, warned that investors should not assume 80% margins are permanent while remaining bullish on SanDisk’s AI-storage opportunity.

“I would not assume 80% margins forever,” Sismanis wrote.

Management’s longer-term framework targets non-GAAP gross margins near 80% from fiscal 2028 through 2030, supported by richer data-centre mix and longer customer commitments.

The challenge is proving pricing can stay strong enough to sustain those economics once supply responds.

SanDisk’s 566% year-to-date gain has made it an example of Wall Street’s narrow AI-led advance.

Analysts noted that SanDisk and Micron have more than tripled in 2026 while over 40% of S&P 500 constituents are down this year. That concentration becomes uncomfortable when bond yields rise and investors reduce risk.

“The Fed has killed a lot of bull markets in the past,” Baird investment strategy analyst Ross Mayfield told Reuters, warning that another aggressive rate-hike cycle would be difficult for markets to absorb.

That matters because investors with enormous gains do not need the fundamental thesis to collapse before taking profits.

Recent selling has also come alongside concern around AI spending and weaker memory-sector sentiment. SanDisk fell 4.9% on Thursday and another 1.7% Friday.

SanDisk reports fiscal first-quarter results after the close on October 29. TipRanks puts consensus adjusted EPS at roughly $46.17.

The more important questions will concern enterprise SSD volumes, NAND pricing, supply discipline and whether management still expects data-centre demand to support its long-term margin framework.

Wall Street remains broadly bullish. Citi analyst Asiya Merchant has a Buy rating and a $2,100 price target, while the average sits near $2,173.

That optimism reflects the structural case for AI storage, but the hurdle is unusually high.

SanDisk’s last quarter demonstrated the risk. The company beat fiscal fourth-quarter earnings expectations, yet shares fell after its next-quarter revenue outlook disappointed investors despite gross-margin guidance of 83% to 85%.

SummarySpaceX is rated Buy, leveraging Starlink's profitability and a strategic move into direct wireless service via major spectrum acquisitions.Starlink's $1.66B operating profit nearly covers SpaceX's losses from rockets and AI, with business/government revenue outpacing consumer growth.Securing up to 79 MHz of wireless spectrum positions SPCX to directly target the Big Three's $222B annual wireless revenue pool with minimal share needed for material impact.Capital spending remains a key risk, with AI-driven capex at 2.35x revenue, and future funding needs potentially requiring more debt or equity.Sven Piper/iStock Editorial via Getty Images

On Oct. 8, Space Exploration Technologies Corp. (SPCX) agreed to buy a nationwide set of wireless licenses from Grain Management, in a deal The Wall Street Journal pegged at about $8

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Micron (MU) breakout long

Buy MU. The stock is stuck $1,000–$1,100 despite strong AI demand, which signals investors want proof they’ll get durability. The proof is coming via capital return: Micron’s $35.16B buyback authorization can start from Dec 9 (after CHIPS funding conditions). A large, recurring repurchase creates a steady marginal buyer, making it harder for sellers to cap the stock and giving MU a clean path to reclaim/clear $1,100.

Key Risk: AI memory demand disappoints or slows enough that even buybacks can’t offset weaker earnings expectations.

Micron (MU) call spread

Buy MU call spread (e.g., Dec/Jan calls around the $1,100 strike area). This targets the specific catalyst window: buybacks starting Dec 9 plus any sentiment rebound from AI-linked stocks. If MU breaks above $1,100, the spread captures upside without paying for far-out, fully priced $3,000-style optimism.

Key Risk: Buybacks are delayed/limited by CHIPS conditions or the market sells off broadly on AI revenue fears, keeping MU below $1,100.

Micron has one of Wall Street’s most aggressive bull cases, but the stock is still behaving as though investors need more proof.

MU closed Friday at $1,029 after spending much of the past month trapped between roughly $1,000 and $1,100.

That is a striking disconnect from the Street-high $3,000 target and from a memory market where AI demand remains unusually strong.

The most aggressive case rests on earnings durability.

Nicholas Mugalli, chief executive of World Trade Securities, told Benzinga that Micron could reach $3,000 within two years under a scenario where fiscal 2028 earnings approach $200 a share and the stock trades at about 15 times earnings.

“I need $200 in FY28 at 15 times earnings,” Mugalli said.

His maths is aggressive, but the operating backdrop gives bulls something to work with. Micron said more than 75% of fiscal 2027 output is already committed across customer allocations and contracts.

It has also signed 26 strategic customer agreements covering more than 35% of estimated revenue through 2030.

High-bandwidth memory is central to the thesis because it consumes more wafer capacity than conventional DRAM, keeping supply tighter elsewhere.

D.A. Davidson analyst Gil Luria has now separately set the Street-high $3,000 target, saying “investors are early in their journey of understanding MU’s value.”

The problem is that Micron has already risen more than 260% this year.

That makes every new forecast harder to impress investors with, while any sign that AI spending could slow has become an excuse to take profits.

The latest pullback followed broader weakness in AI-linked stocks after fresh questions emerged around OpenAI’s revenue trajectory.

As per market data, Micron stock has remained confined to the $1,000-$1,100 range since mid-September.

That range matters because it shows investors are not rejecting Micron’s growth story. They are refusing to price the most optimistic version of it.

Juxtaposed Ideas, quoted by TipRanks, said MU “may suffer intermediate-term stock price underperformance” but argued that the weakness creates an opportunity for patient investors.

The investor estimates fair value near $1,500 and a longer-term target of $2,000.

The clearest near-term catalyst is no longer another earnings report, but Micron itself.

On October 8, the board increased the company’s authorised repurchase programme to $35.16 billion.

Purchases under the expanded authorisation can begin from December 9, subject to conditions attached to Micron’s CHIPS Act funding agreements.

UBS analyst Timothy Arcuri expects buybacks to become an important source of support once those restrictions ease.

Barron’s reported that Arcuri sees repurchases potentially starting around $20 billion per quarter and rising further as cash generation expands. UBS maintains a Buy rating and a $1,625 target.

A larger buyback would not guarantee a breakout. It could reduce the share count, lift earnings per share and introduce a marginal buyer into a stock that has struggled to clear $1,100.

Spending on artificial intelligence (AI) infrastructure is likely to keep ramping up over at least the next several years. Gartner projects AI infrastructure spending to reach nearly $2 trillion by 2027, while a Deloitte survey found that 87% of companies expected their AI infrastructure spending to at least double by 2028, with 30% expecting their AI budgets to be at least five times higher.

This should be a big boost to Taiwan Semiconductor Manufacturing (TSM -1.02%), which is the world's largest foundry (chip manufacturer). Manufacturing advanced logic chips, like graphics processing units (GPUs) and server-center central processing units (CPUs), is a difficult endeavor that requires both technological expertise and scale. As competitors have struggled to achieve high yields (few defects), TSMC has established itself as a virtual monopoly in advanced chipmaking and one of the most important companies in the semiconductor supply chain.

Image source: The Motley Fool.

This also makes TSMC one of the best ways to play the AI infrastructure boom, in my opinion. With $1,400, you could buy three shares of the stock.

No matter who wins the AI race, TSMC benefits The great thing about TSMC is that it wins no matter which AI chip company takes market share. Whether it's Nvidia or Advanced Micro Devices with their GPUs, or Broadcom and Marvell Technology with their custom AI ASICs (application-specific integrated circuits), like Alphabet's tensor processing units (TPUs), TSMC manufactures all of these chips.

The same holds largely true in the data center CPU market. Intel manufactures most of its own CPUs, although it is expected to lose market share in the coming years. Meanwhile, the CPU market as a whole is expected to explode, driven by the rise of agentic AI.

Beyond the data center market, TSMC will undoubtedly benefit from the proliferation of chips enabled by other technological advances, including robotics, self-driving automobiles, and physical AI. These are all potentially huge markets that will need a lot of advanced semiconductors.

In the meantime, TSMC is seeing outstanding revenue growth and strong gross margins. Last quarter, its revenue climbed nearly 34% in U.S. dollars to $40.2 billion, while its gross margin expanded 910 basis points to 67.7%. Revenue growth has accelerated in the third quarter, with July revenue climbing 45% in local currency, August revenue up 52%, and September sales surging 55%. TSMC is working closely with its largest customers to increase capacity to meet growing chip demand, while its position in the industry has also given it solid pricing power.

Premium Feature

Moneyball Superscore

98/100

Today's Change

(

-1.02

%) $

-4.68

Current Price

$

453.31

Where TSMC could trade in three years Given the boom in AI infrastructure spending and the continued proliferation of chips, analysts expect to see strong growth for TSMC over the next few years.

Analysts currently forecast that the company's adjusted earnings per share (EPS) will climb from $16.96 this year to $28.64 in 2028. Assume another 25% EPS growth the following year and 20% the year after that, and it would produce adjusted EPS of roughly $43 in 2030.

The stock currently trades at a forward price-to-earnings (P/E) of just over 21 times 2027 analyst estimates. If we apply an 18x to 22x forward P/E multiple to the stock, that would have it trading in a range of $775 to $950 in three years.

A less than $1,400 investment (three shares) would be worth between $2,325 and $2,850 in 2029. That's equivalent to roughly a 70% return at the low end and a more than 100% gain at the high end.

With TSCM stock potentially doubling over the next three years, it is a top AI stock to buy today. The biggest risks to the stock hitting these levels would be an AI infrastructure spending slowdown and/or the company losing market share and pricing power to a competitor like Samsung, Intel, or even the new Terrafab joint venture being built by Tesla and Space Exploration Technologies.

Geoffrey Seiler has positions in Advanced Micro Devices, Alphabet, and Broadcom. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Broadcom, Intel, Marvell Technology, Nvidia, Taiwan Semiconductor Manufacturing, and Tesla. The Motley Fool recommends Gartner. The Motley Fool has a disclosure policy.

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7th consecutive quarter of record AUM
Over $13.5 billion of net inflows year-to-date, a ~13% annualized organic growth rate
Introduced WisdomTree Onchain™ as tokenized AUM approaches $1.3 billion, up 65% year-to-date

NEW YORK--(BUSINESS WIRE)--WisdomTree, Inc. (NYSE: WT), a global financial innovator, today released monthly metrics for September 2026, including assets under management (AUM) and flow data by asset class.

Note: The table and commentary below exclude AUM and flows related to private assets managed by Ceres Partners, LLC, which had approximately $2 billion in AUM at June 30, 2026. This information is reported with our quarterly earnings results.

Commentary:

Delivered 7th consecutive quarter of record AUM Generated nearly $1.2 billion of net inflows for September despite a challenging market backdrop, bringing year-to-date net inflows to over $13.5 billion, representing a 13% annualized pace of organic growth Continued strong UCITS momentum, with $700 million of net inflows in September, AUM up 54% year-to-date and approximately $5.6 billion of net inflows through September, representing a 60% annualized organic growth rate Leveraged Atlantic House’s investment capabilities to launch the first two actively managed defined return UCITS ETFs as part of a broader planned product rollout Introduced WisdomTree Onchain to unify our tokenized funds, infrastructure and investor platforms, while expanding distribution through MoonPay, Stable Sea and participation in a regulated USD stablecoin consortium with 21 global financial institutions (see details here) Tokenized AUM approaches $1.3 billion, up 65% year-to-date As of September 30, 2026

AUM Rollforward
($ in millions)

Annualized Flow Rate

MTD

QTD

YTD

MTD

QTD

YTD

Beginning of Period Total AUM

$173,654

$160,880

$142,636

Total Net Flows

U.S. Equity

$56

$769

$1,581

1.4%

6.6%

5.1%

International Dev. Mkt Equity

($185)

($135)

$4,108

(6.7%)

(1.7%)

21.4%

Emerging Market Equity

($121)

($106)

($418)

(12.8%)

(3.7%)

(5.3%)

Fixed Income

$1,347

$2,721

$4,313

68.2%

47.6%

27.4%

Commodity & Currency

($4)

$1,009

$2,934

(0.1%)

10.6%

10.6%

Alternatives

($8)

$52

$290

(1.6%)

3.6%

28.1%

Cryptocurrency

$9

$42

$251

5.0%

10.5%

14.9%

Leveraged & Inverse

$101

$272

$483

32.1%

31.1%

19.7%

Total Net Flows

$1,194

$4,622

$13,540

8.4%

11.4%

12.7%

Market Move

($5,918)

$3,427

$8,653

Acquired AUM

$4,101

Current Total AUM

$168,930

$168,930

$168,930

Average Total AUM

$171,574

$168,466

$161,062

Blended Total Average Fee Rate

36 bps

36 bps

Source: https://ir.wisdomtree.com/

Please visit https://ir.wisdomtree.com/ for downloadable spreadsheets containing detailed AUM and flow data by asset class and fund broken out by daily, monthly, quarterly and annual timeframes.

About WisdomTree

WisdomTree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access and transparency and provide an enhanced user experience. Building on our heritage of innovation, WisdomTree Onchain™ delivers regulated tokenized funds, stablecoin connectivity, and blockchain-based platforms for individual investors and institutions, while our acquisition of Ceres Partners’ U.S. farmland platform has expanded our capabilities in private markets.

WisdomTree currently has approximately $175.8 billion in assets under management globally, inclusive of assets managed by Ceres Partners, LLC as of the last reportable period.

For more information about WisdomTree visit: https://www.wisdomtree.com.
For more information about WisdomTree Onchain, visit: https://www.wisdomtree.com/onchain.

Please visit us on X at @WisdomTreeNews.

WisdomTree® is the marketing name for WisdomTree, Inc. and its subsidiaries worldwide.

The WisdomTree Connect™ institutional platform and WisdomTree Prime® digital wallet and digital asset services are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, and may be limited where prohibited by law. WisdomTree Digital Trust Company, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business. Visit https://wisdomtreeconnect.com, https://www.wisdomtreeprime.com or the WisdomTree Prime mobile app for more information.

PRODUCTS AND SERVICES AVAILABLE VIA WISDOMTREE CONNECT AND WISDOMTREE PRIME: NOT FDIC INSURED | NO BANK GUARANTEE | NOT A BANK DEPOSIT | MAY LOSE VALUE | NOT SIPC PROTECTED | NOT INSURED, ENDORSED, INDEMNIFIED OR GUARANTEED BY ANY GOVERNMENT AGENCY

Cautionary Statement Regarding Forward-Looking Statements

This press release may contain a number of “forward-looking statements” as defined in the Private Securities Litigation Reform Act of 1995. These forward-looking statements include, but are not limited to, statements about: our ability to achieve our financial and business plans, goals and objectives and drive stockholder value; our ability to make achievements in AUM; levels of net flows; and other risk factors discussed from time to time in WisdomTree’s filings with the Securities and Exchange Commission (“SEC”), including those factors discussed under the caption “Risk Factors” in our most recent annual report on Form 10-K, filed with the SEC on February 25, 2026, and in subsequent reports filed with or furnished to the SEC. These forward-looking statements are based on WisdomTree’s management’s current expectations, estimates, projections and beliefs, as well as a number of assumptions concerning future events. These forward-looking statements are not guarantees of future performance, conditions or results, and involve a number of known and unknown risks, uncertainties, assumptions and other important factors, many of which are outside WisdomTree’s management’s control, that could cause actual results to differ materially from the results discussed in the forward-looking statements. Forward-looking statements included in this release speak only as of the date of this release. WisdomTree does not undertake any obligation to update its forward-looking statements to reflect events or circumstances after the date of this release except as may be required by the federal securities laws.

Category: Business Update

More News From WisdomTree, Inc.

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Neogen Corporation (NASDAQ:NEOG – Get Free Report) has been assigned a consensus recommendation of “Hold” from the five analysts that are covering the stock, Marketbeat reports. One research analyst has rated the stock with a sell recommendation, one has given a hold recommendation and three have issued a buy recommendation on the company. The average 1-year price objective among brokers that have updated their coverage on the stock in the last year is $12.67.

NEOG has been the subject of a number of research reports. Weiss Ratings raised shares of Neogen from a “sell (e+)” rating to a “sell (d-)” rating in a research note on Friday, August 7th. Wall Street Zen downgraded Neogen from a “strong-buy” rating to a “buy” rating in a research report on Sunday. Guggenheim reaffirmed a “buy” rating and issued a $14.00 target price (up from $12.00) on shares of Neogen in a research note on Wednesday, September 30th. Finally, Piper Sandler upgraded shares of Neogen from a “neutral” rating to an “overweight” rating and increased their price target for the company from $13.00 to $14.00 in a research report on Wednesday, August 26th.

Get Our Latest Analysis on NEOG

Institutional Investors Weigh In On Neogen A number of institutional investors have recently made changes to their positions in NEOG. Farther Finance Advisors LLC raised its position in Neogen by 76.1% in the 3rd quarter. Farther Finance Advisors LLC now owns 2,184 shares of the company’s stock worth $28,000 after purchasing an additional 944 shares during the period. Nykredit A S bought a new stake in Neogen in the second quarter worth $28,000. Public Employees Retirement System of Ohio bought a new stake in Neogen in the second quarter worth $34,000. Integrated Wealth Concepts LLC purchased a new stake in Neogen during the second quarter valued at about $73,000. Finally, Plan A Wealth LLC purchased a new stake in Neogen during the third quarter valued at about $133,000. Hedge funds and other institutional investors own 96.73% of the company’s stock. Neogen Stock Performance NASDAQ:NEOG opened at $11.85 on Friday. The stock has a market cap of $2.59 billion, a P/E ratio of -47.40, a PEG ratio of 4.44 and a beta of 1.79. The company has a quick ratio of 2.92, a current ratio of 3.90 and a debt-to-equity ratio of 0.37. The business’s 50-day moving average price is $12.12 and its two-hundred day moving average price is $10.31. Neogen has a twelve month low of $5.37 and a twelve month high of $14.26.

Neogen (NASDAQ:NEOG – Get Free Report) last issued its quarterly earnings data on Tuesday, October 6th. The company reported $0.08 EPS for the quarter, topping the consensus estimate of $0.05 by $0.03. The company had revenue of $222.80 million during the quarter, compared to analyst estimates of $208.18 million. Neogen had a positive return on equity of 3.29% and a negative net margin of 6.35%. Neogen’s revenue was up 6.5% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.04 earnings per share. As a group, equities analysts predict that Neogen will post 0.27 EPS for the current fiscal year.

Key Headlines Impacting Neogen Here are the key news stories impacting Neogen this week:

Positive Sentiment: Strong quarterly results and higher guidance: Neogen reported fiscal first-quarter revenue of $222.8 million, up 6.5% year over year and above the $208.2 million consensus estimate. Adjusted earnings of $0.08 per share exceeded expectations by $0.03. Management also raised its fiscal 2027 outlook, supporting the recent increase in the stock. Neogen Q1 Revenue Rises 6.5%; Raises FY27 Outlook Positive Sentiment: Encouraging long-term targets: At its 2026 Investor Day, Neogen outlined plans for sustained growth, greater research and development investment, and expansion toward a 30% EBITDA margin by fiscal 2031. The focus on recurring food-safety demand and innovation strengthens the long-term investment thesis, although execution will be important. Neogen Outlines Strategy for Growth, Innovation and Margin Expansion Positive Sentiment: Analyst and industry support: Coverage has highlighted Neogen as a medical-products company positioned to benefit from favorable industry trends, while commentary on the earnings call described management as confident about its growth path. Medical Product Stocks Positioned to Ride on Industry Tailwinds Neutral Sentiment: Short-interest data is inconsistent: A report described a significant increase in short interest but listed total short interest of zero shares and a 0.0-day short ratio. This suggests no meaningful short-selling pressure, though the data should be treated cautiously. Negative Sentiment: FDA and legal overhang: Reports of an FDA warning related to a contaminated veterinary product could create compliance, reputation, or remediation costs. Separately, Pomerantz LLP announced an investigation into potential investor claims, adding headline and litigation risk. Neogen Received an FDA Warning About Neogen (Get Free Report)

Neogen Corporation is a global provider of food safety and animal safety products and services. The company develops diagnostic tests, laboratory products, and related solutions that help customers detect foodborne pathogens, allergens, toxins, residues, and other contaminants throughout the food production process.

Its food safety portfolio includes test kits, culture media, molecular testing systems, sanitation monitoring products, and laboratory supplies used by food manufacturers, processors, retailers, and regulatory organizations.

See Also Five stocks we like better than Neogen 3 Stocks Chopped in Half: Why These Drops May Be Structural, Not a Dip Home Depot and Lowe’s Hit 52-Week Lows—But Analysts Aren’t Giving Up Utilities Are Bouncing Back—These 2 Giants Could Signal the Next Big Sector Rally Q3 Earnings Could Blow Past Consensus—Be Ready for What Comes Next

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Crown (NYSE:CCK – Get Free Report) is expected to be announcing its Q3 2026 results after the market closes on Monday, October 19th. Analysts expect the company to post earnings of $2.26 per share and revenue of $3.45 billion for the quarter. Crown has set its Q3 2026 guidance at 2.200-2.30 EPS and its FY 2026 guidance at 8.300-8.50 EPS. Individuals may visit the company’s upcoming Q3 2026 earnings summary page for the latest details on the call scheduled for Tuesday, October 20, 2026 at 9:00 AM ET.

Crown (NYSE:CCK – Get Free Report) last issued its quarterly earnings results on Monday, July 20th. The industrial products company reported $2.49 earnings per share for the quarter, topping analysts’ consensus estimates of $2.16 by $0.33. Crown had a return on equity of 27.33% and a net margin of 5.91%. The firm had revenue of $3.67 billion during the quarter, compared to the consensus estimate of $3.37 billion. During the same period last year, the business posted $2.15 EPS. The business’s revenue was up 16.5% compared to the same quarter last year. On average, analysts expect Crown to post $8.39 EPS for the current fiscal year and $9.05 EPS for the next fiscal year.

Crown Stock Performance CCK stock opened at $108.20 on Monday. The stock has a 50-day moving average price of $114.02 and a 200-day moving average price of $107.82. Crown has a 1-year low of $89.21 and a 1-year high of $122.91. The company has a current ratio of 1.05, a quick ratio of 0.65 and a debt-to-equity ratio of 1.63. The firm has a market cap of $11.77 billion, a PE ratio of 15.57, a price-to-earnings-growth ratio of 1.46 and a beta of 0.56.

Crown Announces Dividend The firm also recently announced a quarterly dividend, which was paid on Thursday, August 20th. Investors of record on Thursday, August 6th were given a dividend of $0.35 per share. The ex-dividend date was Thursday, August 6th. This represents a $1.40 annualized dividend and a dividend yield of 1.3%. Crown’s dividend payout ratio is presently 20.14%. Analyst Ratings Changes Several equities research analysts recently commented on CCK shares. Jefferies Financial Group set a $121.00 target price on Crown in a research note on Wednesday, July 22nd. BMO Capital Markets lifted their target price on Crown from $130.00 to $135.00 and gave the stock an “outperform” rating in a report on Wednesday, July 22nd. JPMorgan Chase & Co. raised Crown from a “neutral” rating to an “overweight” rating and set a $121.00 price target on the stock in a research note on Friday, September 18th. Truist Financial reissued a “buy” rating and issued a $141.00 price target (up from $129.00) on shares of Crown in a research note on Wednesday, July 22nd. Finally, Citigroup restated a “buy” rating on shares of Crown in a report on Thursday, July 23rd. Twelve investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $127.73.

View Our Latest Analysis on Crown

About Crown (Get Free Report)

Crown Holdings, Inc (NYSE: CCK) is a global manufacturer of packaging products. The company primarily produces metal beverage cans and ends, food cans, aerosol cans, and metal closures used for beverages, food, household products, personal care items, and other consumer goods.

Crown also provides transit packaging solutions, including protective packaging systems and materials used to secure and transport industrial and consumer products. Its customers include beverage, food, household products, personal care, and industrial companies.

The company traces its history to 1892, when it was founded as Crown Cork & Seal Company following the development of the crown cork bottle closure.

Read More Five stocks we like better than Crown 3 Stocks Chopped in Half: Why These Drops May Be Structural, Not a Dip Home Depot and Lowe’s Hit 52-Week Lows—But Analysts Aren’t Giving Up Utilities Are Bouncing Back—These 2 Giants Could Signal the Next Big Sector Rally Q3 Earnings Could Blow Past Consensus—Be Ready for What Comes Next

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What happened Integra LifeSciences Holdings Corporation (NASDAQ: IART) in Princeton, N.J., priced $450 million of 9.500% senior secured notes due 2033 on October 9, 2026.

The notes will be senior secured obligations of the company. They will also be guaranteed by wholly-owned domestic subsidiaries that already guarantee its senior secured credit facilities.

The sale is expected to close on or about October 19, 2026, subject to customary closing conditions. The company said it plans to use net proceeds, together with borrowings under a new credit facility, to refinance existing credit facilities and pay fees and expenses. The offering is part of a broader refinancing transaction and was made in a private placement. Key numbers Metric Latest Change Source Aggregate principal amount of notes $450 million Press release Coupon on the notes 9.500% Press release Expected closing on or about October 19, 2026 Press release Expected increase in effective interest rate near the high end of the anticipated 100-200 basis-point range Form 8-K Read more: Integra LifeSciences (IART) stock analysis and investment case

Why it matters OptimistFi's case is that Integra can rebuild value if compliance and supply reliability normalize. This filing adds financing, not operating progress, so it supports the balance sheet more than the turnaround itself.

The company expects the refinancing to lift its effective interest rate near the high end of the previously communicated 100-200 basis-point range. That higher cost matters because it leaves less room for a recovery to absorb debt service while the operating story is still being tested.

The notes carry a 9.500% coupon. The company also said the proceeds will pay fees and expenses tied to the refinancing. The financing is secured, not fresh equity support, so debt service stays in focus until the operating story improves. The notes will be guaranteed by wholly-owned domestic subsidiaries, which keeps the deal within the same secured credit structure.

Browse: stock research on every company OptimistFi covers

What's next The sale is expected to close on or about October 19, 2026, subject to customary closing conditions. If it closes, investors will have the refinancing structure the company described and a clearer read on the higher interest burden.

If it slips or the terms change, the financing plan remains open and the rate signal stays provisional. October 19, 2026 is the next dated check on execution.

The company said closing is still subject to customary conditions, so execution matters more than the announcement.

More from OptimistFi IART stock: the Integra LifeSciences thesis, its status and the next test to watch Levi Strauss & Co. (NYSE: LEVI) Raises Profit as Wholesale Outruns DTC Park Aerospace Corp. (NYSE: PKE) Expands Profit as Sales Rise Helen of Troy Limited (NASDAQ: HELE) Lifts Profit as Cash Flow Rebounds Stock research on every company OptimistFi covers Latest stock research and investment-case updates OptimistFi: evidence-first equity research Sources Integra LifeSciences press release, dated October 9, 2026 — Announced pricing of $450 million of 9.500% senior secured notes due 2033 and expected use of proceeds Form 8-K, dated October 9, 2026 — Disclosed the pricing and said the refinancing should lift the effective interest rate near the high end of the previously communicated 100-200 basis-point range Read the full OptimistFi thesis on Integra LifeSciences Holdings Corporation: https://optimistfi.com/stocks/IART

See what would break the Integra LifeSciences Holdings Corporation thesis and track it live on the OptimistFi Thesis-Break Engine.

Browse every company OptimistFi covers at optimistfi.com/stocks, or read the latest evidence-first research.

The full Integra LifeSciences Holdings Corporation investment case, its status and the next test to watch live on the Integra LifeSciences Holdings Corporation thesis page.

Originally published on OptimistFi, evidence-first equity research. More at optimistfi.com.

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PARIS--(BUSINESS WIRE)--TotalEnergies and KKR, a leading global investment firm, today announced the signing of an agreement to add 700 MW to the 50/50 Joint-Venture (JV) they created in the U.S. in 2025, which currently holds 1.4 GW.

The transaction covers a portfolio of three utility scale solar assets located in Texas and in Ohio which are expected to reach their commercial operation dates by the first quarter of 2027. The electricity produced by these assets is already sold to third parties or will be marketed by TotalEnergies. The transaction reflects an enterprise value of $1.2 billion for the portfolio.

TotalEnergies will continue to operate the assets after completion of the transaction, which is expected in 2026 subject to customary conditions.

About KKR
KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries. For additional information about KKR & Co. Inc. (NYSE: KKR), please visit KKR’s website at www.kkr.com. For additional information about Global Atlantic Financial Group, please visit Global Atlantic Financial Group’s website at www.globalatlantic.com.

TotalEnergies and Electricity
TotalEnergies is building a competitive portfolio that combines renewables (solar, onshore wind, offshore wind) and flexible assets (CCGT, storage) to deliver clean firm power to its customers. By the end of June 2026, TotalEnergies holds more than 37 GW of gross renewable power generation capacity and aims to achieve over 100 TWh of net electricity production by 2030.

About TotalEnergies
TotalEnergies is a global integrated energy company that produces and markets energies: oil and biofuels, natural gas, biogas and low-carbon hydrogen, renewables and electricity. Our more than 100,000 employees are committed to provide as many people as possible with energy that is more reliable, more affordable and more sustainable. Active in about 120 countries, TotalEnergies places sustainability at the heart of its strategy, its projects and its operations.

@TotalEnergies TotalEnergies TotalEnergies TotalEnergies

Cautionary Note
The terms “TotalEnergies”, “TotalEnergies company” or “Company” in this document are used to designate TotalEnergies SE and the consolidated entities that are directly or indirectly controlled by TotalEnergies SE. Likewise, the words “we”, “us” and “our” may also be used to refer to these entities or to their employees. The entities in which TotalEnergies SE directly or indirectly owns a shareholding are separate legal entities. TotalEnergies SE has no liability for the acts or omissions of these entities. This document may contain forward-looking information and statements that are based on a number of economic data and assumptions made in a given economic, competitive and regulatory environment. They may prove to be inaccurate in the future and are subject to a number of risk factors. Neither TotalEnergies SE nor any of its subsidiaries assumes any obligation to update publicly any forward-looking information or statement, objectives or trends contained in this document whether as a result of new information, future events or otherwise. Information concerning risk factors, that may affect TotalEnergies’ financial results or activities is provided in the most recent Registration Document, the French-language version of which is filed by TotalEnergies SE with the French securities regulator Autorité des Marchés Financiers (AMF), and in the Form 20-F filed with the United States Securities and Exchange Commission (SEC).

More News From TotalEnergies SE

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Grupo Aeroportuario Del Pacifico (NYSE:PAC – Get Free Report) is anticipated to issue its Q3 2026 results before the market opens on Monday, October 19th. Analysts expect the company to post earnings of $2.68 per share and revenue of $665.00 million for the quarter. Interested persons may review the information on the company’s upcoming Q3 2026 earnings report page for the latest details on the call scheduled for Tuesday, October 20, 2026 at 11:00 AM ET.

Grupo Aeroportuario Del Pacifico (NYSE:PAC – Get Free Report) last posted its quarterly earnings results on Monday, July 13th. The transportation company reported $2.80 EPS for the quarter, missing analysts’ consensus estimates of $3.10 by ($0.30). Grupo Aeroportuario Del Pacifico had a net margin of 25.36% and a return on equity of 32.44%. The business had revenue of $645.23 million for the quarter, compared to the consensus estimate of $732.26 million. On average, analysts expect Grupo Aeroportuario Del Pacifico to post $11.04 EPS for the current fiscal year and $13.09 EPS for the next fiscal year.

Grupo Aeroportuario Del Pacifico Price Performance Shares of Grupo Aeroportuario Del Pacifico stock opened at $201.38 on Monday. The stock’s 50-day simple moving average is $208.42 and its 200-day simple moving average is $229.80. Grupo Aeroportuario Del Pacifico has a 52 week low of $193.11 and a 52 week high of $300.41. The company has a market capitalization of $10.18 billion, a price-to-earnings ratio of 17.88, a PEG ratio of 1.43 and a beta of 0.97. The company has a quick ratio of 0.84, a current ratio of 0.84 and a debt-to-equity ratio of 0.95.

Wall Street Analysts Forecast Growth A number of brokerages have issued reports on PAC. Zacks Research raised shares of Grupo Aeroportuario Del Pacifico from a “strong sell” rating to a “hold” rating in a report on Monday, September 21st. Weiss Ratings reissued a “hold (c)” rating on shares of Grupo Aeroportuario Del Pacifico in a report on Monday, August 31st. Wall Street Zen upgraded shares of Grupo Aeroportuario Del Pacifico from a “sell” rating to a “hold” rating in a research report on Sunday, September 27th. HSBC upgraded shares of Grupo Aeroportuario Del Pacifico from a “hold” rating to a “buy” rating and set a $277.00 target price for the company in a research report on Monday, October 5th. Finally, The Goldman Sachs Group cut their target price on shares of Grupo Aeroportuario Del Pacifico from $312.00 to $275.00 and set a “buy” rating for the company in a research note on Tuesday, August 4th. Five research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $259.00. Get Our Latest Stock Report on PAC

(Get Free Report)

Grupo Aeroportuario del Pacífico, SAB. de C.V. (NYSE: PAC), commonly known as GAP, is a Mexican airport operator that develops, manages and maintains airports under long-term concessions. Its activities include passenger and aircraft services, terminal operations, parking, commercial areas, retail, food and beverage, advertising, car rentals and other airport-related services.

GAP operates a portfolio of airports in western and central Mexico, including Guadalajara, Tijuana, Puerto Vallarta, Los Cabos, León, Hermosillo, Mexicali, La Paz, Aguascalientes, Morelia, Manzanillo and Los Mochis.

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Microsoft (MSFT +2.38%) remains one of the biggest players in cloud computing and artificial intelligence, but even great companies can see their shares pull back. With the stock down 4% from its 52-week high, this pullback could be an opportunity for investors to buy more shares or initiate a new position.

Azure is becoming a huge beneficiary of the AI boom With AI reshaping the tech industry, Microsoft has several advantages that the market may be underestimating. When investors think of ways to trade the AI boom, they usually focus on chipmakers and model providers. But some of the best opportunities may lie with hyperscalers, the companies that provide the cloud platforms that power AI. Microsoft is firmly in that camp.

Image source: Getty Images.

Microsoft's Azure cloud platform gives businesses access to compute power, storage, and services needed to develop and run AI applications. In fact, demand has been so strong that it has exceeded the capacity Microsoft can currently provide. Even as Microsoft works to improve efficiency and bring more data center capacity online, that new capacity is being monetized right away.

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So, it's not surprising that this surging demand is driving massive business growth. In its latest results, Microsoft reported that its Cloud revenue continued to grow rapidly, supported by Azure and its AI applications and services.

That makes Azure one of the strongest parts of Microsoft's bull case.

Looking ahead, as companies move beyond experimenting with AI and begin deploying it across their operations, they'll need a reliable cloud platform to develop and run it on. And Microsoft is well-positioned to provide it.

But the opportunity doesn't stop there. Microsoft is already bringing AI directly into the everyday software millions of people use.

Copilot gives Microsoft a way to monetize AI at work Microsoft's other advantage is its ability to bring AI capabilities directly into the workplace. Millions of businesses already use Microsoft 365 for email, documents, spreadsheets, and presentations. So, Microsoft doesn't need to convince those customers to overhaul their whole technology stack just to accommodate AI.

Instead, it can simply add AI features to those familiar products and integrate them into workflows employees already use. That's the appeal of Microsoft 365 Copilot.

Rather than asking workers to switch between separate AI tools, Copilot can help them draft documents, summarize meetings, and work with data inside Microsoft's existing ecosystem.

The platform is already seeing some encouraging traction. The company reported that Microsoft 365 Copilot surpassed 30 million paid seats by the end of fiscal 2026. Management also highlighted improving user engagement, with Copilot conversations per user nearly doubling year over year in the fourth quarter.

But beyond Copilot, Microsoft's productivity and business applications provide another layer of demand.

Microsoft's software business gives it a huge edge Microsoft already has a massive business selling software and cloud services to organizations around the world. Microsoft 365 remains central to everyday business operations, while Dynamics 365 provides applications for functions such as customer relationship management and enterprise resource planning, which help companies track customer relationships and manage daily operations. LinkedIn adds another business to its portfolio, expanding beyond professional networking and into recruiting.

These products give Microsoft multiple ways to generate revenue from its huge customer base. They also create opportunities to cross-sell additional services, making it easier to introduce new offerings to customers already in the ecosystem.

The company's latest results show the breadth of its business, with growth across Microsoft 365, commercial cloud services, LinkedIn, and Dynamics 365.

That combination of recurring software demand and emerging AI opportunities gives Microsoft the best of both worlds, raising a bigger question for investors.

Is Microsoft still a buy after its pullback? Microsoft's 4% pullback could be an opportunity to buy into a business with several ways to profit from AI.

Azure is benefiting from growing demand for AI cloud services, Copilot is bringing AI into everyday workflows, and Microsoft's established software business provides stability.

For investors willing to look past short-term price swings, the stock's pullback could be a great opportunity to scoop up more shares and invest further in Microsoft's long-term bull case.

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NVDA buy on CPI/AI demand resilience

Buy Nvidia (NVDA) into the week. If CPI lands near expectations, the market won’t reprice the AI trade as “too expensive,” and NVDA’s valuation can grind higher toward $249. The setup is simple: CPI is the near-term multiple risk, while ASML/TSMC are the demand confirmation catalysts. Even if yields stay high, strong chip-industry signals keep investors paying for Nvidia’s growth.

Key Risk: A hotter-than-expected CPI that pushes 10-year yields higher and forces a broad AI valuation reset (multiple compression beats demand).

ASML buy as AI capex confirmation

Buy ASML (ASML) for the “orders/bookings” confirmation. ASML is the gatekeeper for advanced chip manufacturing; strong bookings and guidance imply foundries and memory makers still believe AI capacity additions are worth it years out. That supports the whole AI supply chain, including Nvidia’s ability to sell into constrained advanced-node and EUV ecosystems.

Key Risk: Bookings/guidance disappoint, signaling AI capex is being delayed or cut (capex confidence breaks).

Nvidia enters a pivotal week for the AI trade, with investors weighing whether the world’s most valuable company deserves another run at a $6 trillion valuation.

The shares closed Friday at $229.28, valuing Nvidia at $5.54 trillion, after its market capitalisation approached $5.78 trillion earlier in the week. A move towards $249 would take it near $6 trillion.

Three events this week could shape Nvidia’s next move. US inflation data arrives on Wednesday, alongside ASML’s results, followed by TSMC’s earnings on Thursday.

September CPI arrives Wednesday at 8:30 a.m. ET. Economists expect headline inflation of about 3.7%, while the 10-year Treasury yield ended Friday around 5.24%, near a 24-year high.

The inflation numbers matter for NVDA stock as higher yields reduce the present value investors assign to future profits and raise financing costs across the data-centre build-out supporting demand for Nvidia’s chips.

Deutsche Bank strategist George Saravelos said investors he had met increasingly saw something going wrong in the AI ecosystem as their biggest systemic concern. The Wall Street Journal quoted him saying AI concentration risk remains “under-priced by the market.”

A hotter CPI print would therefore hit Nvidia from two directions: its valuation multiple could compress, while the cost of funding the AI infrastructure boom would rise.

ASML reports before European markets open on Wednesday. The Dutch equipment group is crucial because its lithography machines are required to manufacture advanced semiconductors.

Its latest guidance called for third-quarter sales of €11 billion to €12 billion. ASML has also said 2026 EUV system revenue should grow more than 45%, driven by advanced logic and DRAM demand.

The key number may be bookings. Strong orders would suggest foundries and memory producers still believe AI demand justifies expensive capacity additions years into the future.

That would support Nvidia’s longer-term growth assumptions.

UBS analyst Timothy Arcuri reiterated a Buy rating and $300 Nvidia target last week after Taiwan’s September computing-equipment exports rose. Price Target quoted Arcuri describing the data as “consistent with healthy underlying AI-driven demand.”

TSMC reports Thursday and is expected to deliver a sixth consecutive quarter of record profit.

Analysts surveyed by LSEG expect net income to jump about 65% to T$746.3 billion after third-quarter revenue rose 50% to a record T$1.49 trillion.

For Nvidia investors, TSMC matters more than almost any outside earnings report. It manufactures Nvidia’s leading processors and sits inside the advanced-packaging supply chain that has constrained AI-chip output.

The key questions are forward-looking: fourth-quarter guidance, 2027 AI demand, advanced-node utilisation and CoWoS capacity.

Stifel analyst Sahej Singh said TSMC’s third-quarter revenue finished about 2% above the top of guidance and roughly 2.5% ahead of consensus. Price Target reported that Singh expects Thursday’s call to produce guidance strong enough to lift TSMC’s full-year growth outlook.

That would strengthen the case that Nvidia’s demand runway remains intact.

, /PRNewswire/ --

Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Celsius Holdings, Inc. (NASDAQ: CELH) between February 21, 2025 and June 3, 2026, both dates inclusive (the "Class Period"), of the important November 3, 2026 lead plaintiff deadline.

So what: If you purchased Celsius securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

What to do next: To join the Celsius class action, go to https://rosenlegal.com/cases/celsius-holdings-inc-2/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than November 3, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

Details of the case: According to the lawsuit, throughout the Class Period, defendants made materially false and misleading statements and/or failed to disclose that: (1) defendants' products failed to adequately disclose the cardiac risks of consuming Alani Nutrition LLC ("Alani Nu") products; (2) by marketing Alani Nu drinks to consumers under the age of 18, Celsius was marketing its products to individuals who were particularly susceptible to known health risks posed by those products; (3) the foregoing created a non-speculative risk that Alani Nu consumers would suffer potentially fatal adverse health events; (4) the foregoing, once revealed, was likely to have a significant negative impact on Celsius' business and reputation; and (5) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Celsius class action, go to https://rosenlegal.com/cases/celsius-holdings-inc-2/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

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Contact Information:

Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
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New York, NY 10016
Tel: (212) 686-1060
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