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Lululemon Outlook Cut as Core Market Risks Grow

July 21, 2026 1:42 pm
Key Moments Lululemon Athletica (NASDAQ:LULU) shares declined 1.7% in premarket trading after Wells Fargo reduced its forecasts below consensus. Wells Fargo cut fiscal 2027 and 2028 estimates following industry checks that pointed to “deep-rooted” challenges at the company. The bank now projects fiscal 2028 comparable sales in North America at -5.5% and trimmed China comparable […] Read more

Newmont Advances on Gold Rally and Earnings Optimism

July 21, 2026 1:23 pm
Key Moments Newmont Goldcorp Corp stock advanced 2.5% in pre-market trading to $91.39 as gold prices rebounded. Spot gold climbed nearly 2% to about $4,080 per ounce after approaching $4,000 in the prior session. Wall Street expects Newmont’s Q2 2026 EPS to range from $1.99 to $2.20, implying roughly 54% year-over-year growth despite an 11.9% […] Read more

SanDisk Jumps as Morgan Stanley Sees Buying Window

July 21, 2026 1:06 pm
Key Moments SanDisk surged 7.4% in pre-market trading after Morgan Stanley called the recent U.S. memory stock pullback a “compelling entry point.” Morgan Stanley projected at least a 25% increase in like-for-like memory pricing from the second quarter to the third quarter of 2026, citing persistent data center shortages. The sector-wide rally came after a […] Read more

MSCI Shares Fall After Q2 Earnings Miss Expectations

July 21, 2026 12:19 pm
Key Moments MSCI stock declined 6.7% in pre-market trading after releasing its second-quarter 2026 results. Analysts had expected earnings of about $4.97 per share on revenue of approximately $869.66 million, implying year-over-year growth of roughly 19% and 13%. The pre-market move exceeded the 4.2% swing implied by options and pushed shares toward the $582–$583 area, […] Read more

Equifax Falls as Outlook Overshadows Q2 Strength

July 21, 2026 12:07 pm
Key Moments Equifax shares declined 8.5% in pre-market trading after Q2 2026 results, despite earnings per share of $2.25 topping the $2.20 consensus. Management’s guidance for Q3 2026 EPS of $2.15–$2.25 and full-year 2026 revenue of $6.71B–$6.78B fell well short of analyst expectations, including a $7.39B revenue consensus. Net income attributable to Equifax slipped 4% […] Read more

3M Lifts Profit Forecast as Core Unit Outperforms

July 21, 2026 11:58 am
Key Moments 3M shares climbed 6% in premarket trading after the company increased its full-year adjusted earnings forecast. The safety and industrial segment delivered more than 8% year-over-year quarterly sales growth, supported by broad-based demand. 3M now projects full-year adjusted earnings per share between $8.80 and $8.95, up from a prior range of $8.50 to […] Read more

PayPal Faces Pivotal Moment Amid Takeover Speculation

July 20, 2026 2:27 pm
Key Moments Stripe and Advent International submitted a $53 billion proposal to take PayPal private at $60.50 per share, which PayPal’s board views as insufficient. PayPal’s growth has slowed amid rising competition from Apple Pay and other rivals, while multiple turnaround efforts and new products have struggled to gain traction. Wall Street expects Stripe and […] Read more

Broadcom Gains as AI Sector Exposure Returns

July 20, 2026 2:11 pm
Key Moments Broadcom stock rose 1.2% in pre-market trading to $375.17 after a roughly 6.65% weekly decline left shares about 24% below their 52-week high of $495. A Morgan Stanley note during the week of July 13 characterized the recent semiconductor selloff as a buying opportunity and reiterated a Buy rating on Broadcom. Management guidance […] Read more

Texas Instruments Outlook Improves on Chip Recovery

July 20, 2026 1:54 pm
Key Moments Morgan Stanley raised its June and September quarter estimates for Texas Instruments (NASDAQ:TXN) while keeping an underweight rating on the stock. The firm’s AlphaWise distributor survey for the second quarter of 2026 showed continued momentum in semiconductor demand extending into September, though at a slower pace than earlier in the year. Analog and […] Read more

Alphabet Earnings Test AI Momentum and Talent Risks

July 20, 2026 1:41 pm
Key Moments Alphabet (GOOGL) has exceeded EPS estimates for four consecutive quarters, including a +95.04% surprise in Q1 FY2026. Shares last closed at $346.77, about 10% below recent June highs following concerns over AI talent departures. Google Cloud’s order backlog nearly doubled sequentially in Q1 to $462B, underpinning bullish growth expectations. Snapshot: Where Alphabet Stands […] Read more