March 11, 2026 2:03 pm
Key Moments Alphabet (NASDAQ: GOOGL) has pulled back more than 12% from its recent record high, while still up roughly 77% over the past year. The stock has repeatedly found support near the $300 level, reinforcing that area as a key technical zone watched by buyers. Analysts maintain a Moderate Buy consensus, with an average […]
Read moreMarch 11, 2026 1:43 pm
Key Moments Campbell’s cut its fiscal 2026 organic net sales and adjusted EPS forecasts, citing rising macroeconomic risks. Management warned that revised U.S. tariffs will further pressure costs in the second half of the year. Second-quarter results missed analyst expectations on both revenue and earnings, with shares down about 5% in premarket trading. Outlook Reduced […]
Read moreMarch 11, 2026 1:18 pm
Key Moments Nebius Group N.V. (NASDAQ:NBIS) climbed 10% on Wednesday morning following NVIDIA’s $2 billion investment announcement. The strategic partnership targets hyperscale AI cloud infrastructure, with Nebius planning to deploy more than 5 gigawatts of capacity by the end of 2030. NVIDIA’s move comes amid ongoing scrutiny of its circular financing practices involving investments in […]
Read moreMarch 11, 2026 12:47 pm
Key Moments Uber Technologies Inc. (NYSE:UBER) traded 3.75% higher on Wednesday morning after unveiling a strategic robotaxi partnership with Amazon’s Zoox. The rollout is scheduled to begin in Las Vegas this summer, with Los Angeles integration targeted for mid-2027. The deal marks the first time Zoox has integrated its purpose-built autonomous vehicles with a third-party […]
Read moreMarch 11, 2026 11:51 am
Key Moments Nike Inc. (NYSE:NKE) shares rose 2% after Barclays upgraded the stock to Overweight from Equalweight. Barclays increased its price target on Nike to $73 from $64, citing operational progress and early financial inflections. The bank believes investor pessimism has peaked even as Nike continues to work through regional reset risks. Barclays Turns More […]
Read moreMarch 11, 2026 11:08 am
Key Moments Meta Platforms (NASDAQ: META) plans to lift annual spending to as much as $135 billion, largely for AI-related infrastructure, up from $72 billion previously. Fourth-quarter 2025 revenue reached $59.89bn, beating Wall Street estimates by more than $1 billion, while EPS came in at $8.88 versus a $8.23 forecast. Shares jumped nearly 10% in […]
Read moreMarch 11, 2026 9:53 am
Key Moments Oracle forecasts the ongoing AI data center surge will fuel revenue above Wall Street expectations through at least fiscal 2027, driving an 8.3% rise in its stock during extended trading. Remaining performance obligations climbed 325% year over year to $553 billion in the third quarter, surpassing the $540.37 billion forecast and topping the […]
Read moreMarch 11, 2026 9:21 am
Key Moments Stellantis priced a multi-tranche hybrid bond offering totaling 5 billion euros equivalent, executed on Tuesday. The issuance follows 22.2 billion euros in impairments tied to a pullback in the automaker’s electric-vehicle strategy. The transaction is expected to settle on March 16 and is intended to support Stellantis’ capital structure and liquidity. Hybrid Bond […]
Read moreMarch 11, 2026 7:49 am
Key Moments Citi Research reiterates high-conviction calls on four semiconductor names tied to AI infrastructure and analog “self-help” themes heading into mid-2026. Broadcom and NVIDIA are Citi’s preferred AI infrastructure plays, with implied upside of 40% and 52%, respectively, based on stated price targets. Texas Instruments and Monolithic Power Systems are cited as top analog […]
Read moreMarch 10, 2026 2:26 pm
Key Moments Amazon.com Inc. (NASDAQ:AMZN) is seeking between $37 billion and $42 billion in combined dollar and euro bond funding to support artificial intelligence initiatives. The company is marketing as many as 11 U.S. dollar high-grade bond tranches with maturities from 2 to 50 years, aiming to raise $25 billion to $30 billion. Amazon is […]
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