Celestica Names New CFO as AI Business Expands: Celestica announced a leadership transition, with current CFO Mandeep Chawla moving into a newly created Group President role overseeing global commercial strategy, while Todd Ankenmann steps up as the new CFO. The… #MarketUpdates Follow Us for more

HPE Rides Sector-Wide AI Infrastructure Rally After RBC's Dell Call: RBC Capital Markets initiated coverage on Dell with a $640 price target, citing a massive AI server backlog and supply-constrained demand. The bullish call, paired with strong Oracle earnings,… #MarketUpdates Follow Us for more

Oracle's Cloud Revenue Surges But Margin Questions Persist: Oracle posted 30% overall revenue growth and 121% growth in cloud infrastructure revenue for its fiscal first quarter, driven by AI demand. However, gross margins declined, free cash flow turned negative,… #MarketUpdates Follow Us for more

Dell Technologies Surges After RBC Initiates Outperform Rating: Dell Technologies shares hit an all-time high after RBC Capital Markets started coverage with an outperform rating and a $640 price target, citing the company's strong position in AI server sales. Dell… #MarketUpdates Follow Us for more

🔥 U.S. 10-year Treasury yields hit 4.97%, its highest level since late 2023.
📉 U.S. spot Bitcoin ETFs lost $282.7M on September 10.
🥇 Spot gold rose 0.29% to $4,329.25.

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Bending Spoons to Acquire Miro for $1.36 Billion in Cash: Bending Spoons has signed a definitive agreement to acquire collaboration software company Miro for $1.355 billion, implying an equity value of roughly $1.79 billion once Miro's net cash is included. The… #MarketUpdates Follow Us for more

Cooper Companies Cuts Guidance, Ends CooperSurgical Sale Review: Cooper Companies reported mixed fiscal third-quarter results, cut its full-year outlook due to ongoing U.S. contact lens channel inventory reductions, and concluded a strategic review by keeping… #MarketUpdates Follow Us for more

Marvell CEO Credits Trust for Company's Stock Surge: Marvell shares have climbed roughly 241% over the past year, and CEO Matt Murphy says the gains stem from a decade of trust built with hyperscale customers. The company now supplies custom silicon to all four… #MarketUpdates Follow Us for more

Piper Sandler Names AMD Among Top Chip Stocks to Buy: Piper Sandler began covering several semiconductor companies, giving Advanced Micro Devices an Overweight rating with a $600 price target. The firm cited rising AI-driven demand for computing power as a key… #MarketUpdates Follow Us for more

Apple Details iPhone 18 Pro India EMI, Cashback and Trade-In Terms: Apple India published pricing and financing details for the iPhone 18 Pro, including No Cost EMI over 3 or 6 months, instant cashback with select bank cards, and trade-in savings. The monthly EMI… #MarketUpdates Follow Us for more

SK Hynix Payout Plan Tests South Korea's Corporate Reform Push: SK Hynix, alongside Samsung Electronics, announced large shareholder-return plans fueled by AI-driven chip demand, together totaling more than 130 trillion won ($97 billion) for this year. Investors… #MarketUpdates Follow Us for more

BHP-Union Talks Over Port Hedland Pay Deal Extended: BHP failed to reach a new four-year labor agreement with the Combined BHP Ports Unions representing workers at its Port Hedland iron ore operations. The unions rejected a revised offer, and negotiations, mediated… #MarketUpdates Follow Us for more

🍎 Apple unveiled its first foldable iPhone, alongside the iPhone 18 Pro, AirPods 5 and Apple Watch Series 12.
✈️ Wizz Air is returning to Dubai and Abu Dhabi with 12 routes from October 25.
🛢️ Oil stayed above $100, while gold rose 0.14% to $4,408.28.

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Signet Jewelers Raises Fiscal 2027 Guidance After Strong Q2 Beat: Signet Jewelers reported fiscal second-quarter adjusted earnings of $2.19 per share, beating estimates and up 36% year-over-year, driven by strong demand for higher-priced bridal and fashion jewelry.… #MarketUpdates Follow Us for more

Cloudflare Shares Rally 41% YTD on AI Security Push: Cloudflare shares have climbed 41% year to date, outpacing peers, driven by strong demand for its Zero Trust and SASE security products and a new AI security partnership with OpenAI. The company's second-quarter… #MarketUpdates Follow Us for more

Vertiv's Revenue Could Double by 2029 on AI Power Demand: Vertiv generated $10.2 billion in net sales in 2025 and guided for $13.8 billion to $14.2 billion in 2026, putting it on a path that could double 2025 revenue before 2030. The company also agreed to acquire… #MarketUpdates Follow Us for more

Casey's General Stores Shares Fall Despite Strong Q1 Earnings Beat: Casey's General Stores beat Wall Street's earnings and revenue expectations for its fiscal first quarter, but shares dropped sharply after same-store sales growth and fuel gallons sold came in… #MarketUpdates Follow Us for more

AstraZeneca and Amgen Report Positive Lung Cancer Trial Data: AstraZeneca and Amgen announced that their combination therapy of Imfinzi and Imdelltra met all major endpoints in the DeLLphi-305 trial for extensive-stage small-cell lung cancer. The companies have not… #MarketUpdates Follow Us for more

Bernstein Cuts Alibaba Price Target After $10.2 Billion Raise: Bernstein SocGen cut its Alibaba price target to $165 from $180 after the company's $10.2 billion equity raise sparked investor questions, but kept a Buy rating. Analyst Robin Zhu said the concern is… #MarketUpdates Follow Us for more

UnitedHealth Sells Stake in Florida WellMed Clinics to TPG: UnitedHealth sold a stake in part of its Florida WellMed senior primary-care clinics, part of Optum Health, to private equity firm TPG. Terms were not disclosed. The move comes as UnitedHealth works to… #MarketUpdates Follow Us for more