Stripe is reportedly exploring acquisition talks with PayPal (PYPL). Stock rose 7% on reports. Both firms operate major stablecoin platforms.
Browsing: Stocks
IBM stock crashed 28.6% in under a month after Anthropic’s COBOL AI announcement. Jefferies analyst maintains Buy rating with $370 price target, citing strong AI.
Cipher Digital (CIFR) Q4 earnings miss estimates at $60M revenue and -$0.14 EPS, but company secures 600MW data center deals with AWS and Google for HPC pivot.
Constellation Energy (CEG) stock climbs after reporting Q4 EPS of $2.30, beating analyst forecasts. Revenue reaches $6.07B. Dividend boost announced.
Nvidia (NVDA) reports Q4 FY26 earnings Feb 25. Analysts expect $66.1B revenue (+68% YoY). Wall Street consensus: Strong Buy with $265 target. Full preview.
Novo Nordisk (NVO) UBT251 obesity drug shows 19.7% weight loss in China trial. The triple-G drug targets GLP-1, GIP, and glucagon in mid-stage testing.
Citi and Goldman Sachs maintain Buy ratings on Microsoft (MSFT) as Azure surges 39%, Copilot reaches 15M users, and Maia 200 chip closes performance gap.
Intel (INTC) invests in SambaNova’s $350M funding round and forms AI chip partnership after failed $1.6B buyout. SN50 chip targets Nvidia’s B200 GPUs.
Lemonade (LMND) stock tumbles 12% after Q4 earnings as 2026 guidance disappoints. Piper Sandler lowers price target to $65. Analysis and outlook inside.
Vir Biotechnology (VIR) stock surges 60% on Astellas partnership worth $335M upfront, strong Phase 1 prostate cancer data, and Q4 earnings beat.
Visa (V) stock fell 4.5% Monday on AI disruption concerns affecting payment networks. Analysis of the selloff and what’s ahead for the payments sector.
PayPal (PYPL) stock surged 9% Monday after Bloomberg reported takeover interest from rivals. Trading briefly paused. Talks remain in early stages.
Home Depot (HD) beats Q4 estimates with $2.72 EPS, raises dividend to $2.33, and projects 2.5%-4.5% sales growth for fiscal 2026 amid housing challenges.
Uber (UBER) acquires SpotHero parking app, integrating reservations across 400+ cities. Deal includes perks for Uber One members. Closes H1 2026.
Hims & Hers (HIMS) stock drops 6% despite Q4 earnings beat. Weak Q1 guidance and FDA referral to Justice Department over GLP-1 products weigh on shares.