September 25, 2026 1:57 pm
Key Moments SpaceX plans to end shared Falcon 9 missions after 2028 as its Starlink constellation consumes about 79% of Falcon 9 capacity, tightening global launch supply. Rocket Lab USA has built a record backlog near $2.36 billion and is booking Neutron launches at $50 million to $55 million as SpaceX pulls back from the […]
Read moreSeptember 25, 2026 1:35 pm
Key Moments Bernstein reaffirmed its Outperform rating and $370 price target on Apple while cautioning about downside risk to December-quarter margins and EPS. The firm lowered its fiscal first-quarter EPS estimate to $2.87 from $3.00, now sitting 2% below the $2.92 consensus. Rising DRAM and NAND costs are estimated to account for about 90% of […]
Read moreSeptember 25, 2026 1:27 pm
Key Moments Production of Tesla’s Optimus humanoid robot reportedly increased from several dozen units per week in the second quarter to several hundred units per week. Supplier limitations, automation issues, and the complicated construction of Optimus’ hands are cited as key obstacles to reaching 1,000 units per week by year-end. Tesla plans to initially lease, […]
Read moreSeptember 25, 2026 12:32 pm
Key Moments Microsoft introduced new Copilot features, including a natural language-based coding tool and an always-on AI agent. Word, Excel, and PowerPoint are being integrated directly into Copilot to enable collaborative work without switching applications. New cost-management tools were unveiled to give enterprises clearer visibility into AI-related spending. Expanded Copilot Capabilities Target Office Workflows Microsoft […]
Read moreSeptember 25, 2026 12:26 pm
Key Moments Comcast (NASDAQ:CMCSA) slipped 1.6% in pre-market trading to $21.77 following two bearish analyst updates released the prior evening. KeyBanc shifted its rating to Underweight with an $18 price target, while Citi cut its target to $27.50 but kept a Buy rating. Shares are being pressured by broadband subscriber losses, weaker earnings expectations, and […]
Read moreSeptember 25, 2026 11:58 am
Key Moments Nike Inc shares fall 2.0% in pre-market trading after a BofA Securities downgrade to Underperform and a price target cut to $30 from $47 BofA and Needham reduced fiscal 2027 and 2028 EPS forecasts, with BofA now 14% below Street consensus and flagging a dividend payout ratio above 100% Options pricing implies about […]
Read moreSeptember 25, 2026 11:34 am
Key Moments First Solar Inc (NASDAQ:FSLR) finished at $172.16, down 10.32%, on Sep 24, 2026, with pre-market trading at $174.05 on Sep 25, 2026. Both daily and weekly technical indicators are rated Strong Sell, with daily RSI at 30.7 and weekly RSI at 37.5, highlighting weak momentum. Consensus EPS estimates declined 10.27% and revenue estimates […]
Read moreSeptember 25, 2026 8:25 am
Key Moments Akamai Technologies shares jumped 21.3% in pre-market trading after securing a seven-year, $11.6 billion cloud services commitment from Anthropic. The Anthropic agreement includes the option to scale by up to an additional $9 billion, bringing the total potential value to about $20 billion. Akamai also disclosed about $1.7 billion in planned memory procurement […]
Read moreSeptember 25, 2026 8:11 am
Key Moments HelloFresh shares dropped as much as 14.5% after the company issued its second profit warning of the year. The group cut its 2026 revenue outlook to a 9%-11% decline in constant currency and lowered adjusted EBITDA guidance to €350 million-€370 million. Stifel maintained a “sell” rating and a €3 price target, citing continued […]
Read moreSeptember 25, 2026 7:32 am
Key Moments Oracle Japan stock rose 8.1% to ¥9,886 on Friday after reporting record first-quarter fiscal 2027 results. Net sales for the June–August 2026 quarter reached JPY 74.86 billion, up 13% year-over-year, with cloud revenue jumping 31.7%. The company kept its full-year sales growth forecast at 6–10%, which analysts viewed as a display of management […]
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