February 24, 2026 1:32 pm
Key Moments CSX Corporation (NASDAQ:CSX) has entered into a partnership with Infosys Ltd (NS:INFY) and Microsoft (NASDAQ:MSFT) to modernize its data platform. Infosys is delivering implementation services while Microsoft is providing the cloud platform technology for CSX’s data infrastructure upgrade. The initiative is part of CSX’s broader technology transformation, focused on migrating and modernizing its […]
Read moreFebruary 24, 2026 11:44 am
Key Moments: Analysts anticipate another strong quarter for Nvidia, driven by AI infrastructure demand and next-generation chip shipments. Forecasts highlight potential revenue upside from Blackwell systems, China-bound H200 shipments and rising hyperscaler capital expenditures. Commentary suggests Nvidia’s results could act as a key market catalyst, with close attention on data center growth, margins and forward […]
Read moreFebruary 24, 2026 9:34 am
Key Moments Paramount Skydance has submitted an increased bid for Warner Bros Discovery, seeking to disrupt the company’s existing deal with Netflix. Netflix currently has a $82.7 billion cash offer on the table, while Paramount’s revised proposal aims to resolve Warner Bros’ financing concerns. Regulators in the U.S. and Europe are expected to closely scrutinize […]
Read moreFebruary 24, 2026 7:24 am
Key Moments Tesla (NASDAQ:TSLA) EU new-car registrations declined 17% year-on-year in January to 8,075 units. Tesla’s EU market share slipped to 0.8% in January from 1.0% a year earlier, according to the European Automobile Manufacturers’ Association. Battery-electric vehicles increased their EU market share to 19.3%, even as overall new-car registrations in the bloc fell 3.9% […]
Read moreFebruary 23, 2026 3:19 pm
Key Moments International Paper (NYSE:IP) dropped 7.1%, Packaging Corp of America (NYSE:PKG) declined 6.8%, and Smurfit Westrock (NYSE:SW) slipped nearly 5% following a surprise containerboard price cut. RISI data showed February containerboard prices unexpectedly fell $20 per ton, while boxboard and kraft paper prices were flat month-over-month. Stifel highlighted International Paper and Smurfit Westrock as […]
Read moreFebruary 23, 2026 3:05 pm
Key Moments Bank of America cut its Dell Technologies (NYSE:DELL) price target to $135 from $150 while maintaining a Buy rating. BofA’s updated modeling indicates potential impacts in fiscal 2027 of a 489-basis-point gross margin hit, a 262-basis-point operating margin hit, and a $2.48 drag on EPS. Fiscal 2027 EPS forecast was reduced to $10.00 […]
Read moreFebruary 23, 2026 1:53 pm
Key Moments Citi reiterated a “constructive fundamental outlook for 2026,” underpinned by positive Q4 ’25 earnings trends and improving sales across market caps. The bank projects 2026 S&P 500 earnings of $320, remaining above consensus and citing soft-landing conditions and AI-related spending as key supports. Following a roughly +4% earnings surprise in the latest season, […]
Read moreFebruary 23, 2026 1:34 pm
Key Moments Warner Bros. Discovery (NASDAQ:WBD) shares rose 1.5% on Monday following a report of a higher potential takeover offer. Paramount’s revised bid is expected to be $32 per share, up from a prior $30 per share proposal, according to insiders cited by Variety. The exclusive seven-day window for Paramount to submit an improved offer, […]
Read moreFebruary 23, 2026 11:16 am
Key Moments U.S. equity futures slipped after the Supreme Court ruled against President Trump’s emergency tariff powers and he raised the universal import levy to 15%. Nvidia (NASDAQ: NVDA) will report fiscal Q4 results on Wednesday, with forecasts of $1.52 EPS on $65.56 billion revenue. Crude prices fell after a near 6% weekly gain, as […]
Read moreFebruary 20, 2026 3:15 pm
Key Moments: Barclays upgraded Etsy to Overweight and lifted its price target to $72 from $62, pointing to a strategic shift and improving marketplace trends. Core Etsy gross merchandise sales decline narrowed to 1% year on year in the fourth quarter excluding FX, with reported growth turning positive for the first time in more than […]
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