10:24 PM2 min read
Vertiv’s AI Focus Outpaces Eaton’s Broader Power Play
Both companies are growing with data-center demand, but Vertiv’s faster organic sales growth comes with a more concentrated infrastructure bet.
Stocks news
Every Stocks story we have published, newest first.
78 stories in the last 24 hours
Updated 1:35 PM (Times shown in New York time (ET))
Stocks
Page 15 of 25 · 584 stories
Wednesday, September 2324 stories
- 10:15 PM1 min read
Baron Fund Adds Essex as Apartment Supply Set to Ease
Baron increased its multifamily holdings, citing a better supply outlook and improving fundamentals in markets including San Francisco.
ESSBaron Real Estate Income Fund
- 10:14 PM2 min read
Light Science Sees Healthcare Revenue Reaching £1m in 12 Months
A repeat £342,000 medical-device order lifts the contract above £500,000 as the electronics maker pursues defence work and adds inspection equipment.
LST
- 10:05 PM2 min read
Pfizer Shifts Spending as New Products Grow and COVID Sales Shrink
New and acquired products brought in $3.2 billion globally in the second quarter, as Pfizer steers resources toward growth areas.
- 9:55 PM1 min read
Okta’s AI Security Rally Faces a Test at Investor Day
Shares had more than doubled in 2026 as investors looked for evidence that AI identity products can drive durable growth.
- 9:54 PM1 min read
Coca-Cola’s $97.16 Target Signals Nearly 10% Upside
A 24/7 Wall St. model sees further gains for Buffett’s longtime holding, backed by stronger sales and a higher 2026 earnings forecast.
- 9:45 PM1 min read
Nucor, Steel Dynamics Shares Slip on Q3 Forecasts
Both steelmakers expect higher third-quarter earnings, but their forecasts fell short of Wall Street estimates after strong runs in their shares.
- 9:35 PM2 min read
Novo’s 2030 Drug Ambitions Fail to Halt Share Slide
The Danish drugmaker promised new blockbuster medicines and expanded pill capacity, but investors wanted a clearer measure of growth before patents expire.
LLYNVO - 9:26 PM1 min read
Victoria’s Secret Turnaround Faces a Wall Street Valuation Test
Strong sales and higher guidance fuel the recovery case, but some analysts question how much progress the share price already reflects.
- 9:25 PM1 min read
Quest Still Beats Nasdaq, but Medicare Cuts Cloud Rally
Quest Diagnostics remains well ahead of the Nasdaq in 2026, though a new Medicare payment proposal sent shares lower.
DGXNasdaq Composite - 9:24 PM2 min read
MiniMed Analysts Lift Targets as $90 Million Cash Outflow Persists
Nine analysts raised MiniMed price targets after strong quarterly growth, but separation costs and a calendar boost complicate the cash-flow picture.
MMEDMedtronic
- 9:16 PM1 min read
Workday’s Rally Tops Software ETF, but Buyout Talk Looms
Workday surged 64% in three months, far ahead of software peers, though acquisition speculation and a weak year-to-date return complicate the picture.
- 9:14 PM1 min read
S&P 500 Fund Offers a Low-Cost Alternative to Anthropic IPO
VOO charges 0.03% annually and spreads exposure across large U.S. companies, but its history cannot predict how Anthropic shares will perform.
VOOAnthropic - 9:05 PM1 min read
Netflix’s Lower Valuation Meets a Slower Growth Test
A steep share-price slide has brought Netflix’s forward earnings multiple down, but slowing sales growth and weaker engagement remain investor concerns.
- 9:05 PM1 min read
Cramer Picks Brinker’s Chili’s Play Over Darden Ahead of Results
The CNBC host cited Chili’s $10.99 meal deal and sales momentum, while Darden’s Olive Garden remained a key point to watch.
- 8:55 PM2 min read
Grab’s 44% Slide Puts Growth and Valuation on Trial
Shares hit a 52-week low as growth forecasts and cash reserves compete with rising incentives and a costly lending acquisition.
GRABAtome Financial - 8:54 PM1 min read
CarMax Cuts 145 Corporate Jobs in Third Layoff Round
The used-car retailer says the cuts support a leaner workforce as CEO Keith Barr pursues $200 million in expense savings.
- 8:33 PM2 min read
Fastly Pairs AI Security Launch With Investor Day Pitch
New controls for AI models and agents arrive as Fastly highlights security growth and rising machine-generated traffic to investors.
- 8:32 PM1 min read
Micron’s $50 Billion Forecast Fuels Bullish Case Ahead of Earnings
Record memory sales and long-term customer deals strengthen the case for Micron, but investors face a key test on September 30.
MUMicron Technology - 8:32 PM2 min read
Disney Shares Lag the Market, but Earnings Offer a Counterpoint
DIS is down more than 7% this year, while stronger quarterly profit and a lower valuation give investors reasons to keep watching.
- 8:21 PM1 min read
Analysts Lift Samsara Targets, but Valuation Keeps Some Cautious
A dozen analysts raised Samsara’s targets after strong results, while several kept neutral ratings as forecast growth slows from its latest pace.
IOTSamsara - 8:13 PM1 min read
Zebra Stock Beats the Dow This Year, Trails Over 12 Months
ZBRA has surged in 2026 and outpaced the Dow over three months, but its one-year gain still falls short of the index.
- 8:11 PM1 min read
SLB’s Broader Growth Mix Gives It an Edge Over Halliburton
Both oilfield-service companies are benefiting from stronger activity, but SLB has a wider set of growth drivers beyond drilling.
- 8:02 PM2 min read
Higher Gas Prices Lift Outlook for European Power Generators
Rising gas costs are pushing up wholesale power prices, favoring some generators while leaving fuel-heavy and regulated businesses exposed.
TTF