Micron Technology Inc (NASDAQ:MU) stock looking to continue its win streak, up 8.2% at $151.53 at last glance and trading at 52-week highs thanks to a boost from Citigroup Securities. The firm reiterated its "buy" rating and lifted its price target to $175 from $150, citing growing demand for NAND and DRAM memory chips. On track for its seventh-consecutive daily win, MU is barreling toward its previous June 18, 2014 all-time at $157.53. Up 27.9% in September alone, the security is 80.7% higher in 2025. It's ...

Core Insights - Kroger Co. reported second-quarter earnings that surpassed analyst expectations, driven by strong identical store sales and margin expansion [1] - The company raised its full-year guidance following the positive earnings report [1] Financial Performance - Adjusted earnings were $1.04 per share, exceeding the consensus estimate of $0.99 [1] - Revenue for the quarter was $33.9 billion, slightly below the expected $34.05 billion [1] - Identical sales without fuel increased by 3.4% year-over-year, compared to a 1.2% growth in the previous year [1] Margin and Sales Growth - Gross margin improved to 22.5%, up from 22.1%, supported by the sale of Kroger Specialty Pharmacy, lower supply chain costs, and reduced shrink [2] - E-commerce sales experienced a growth of 16% during the quarter [2] Future Outlook - The company raised its full-year identical sales outlook to a range of 2.7%-3.4%, up from the previous range of 2.25%-3.25% [3] - Adjusted operating profit is now forecasted at $4.8-$4.9 billion, an increase from the prior forecast of $4.7-$4.9 billion [3] - Full-year adjusted EPS guidance was updated to $4.70-$4.80, compared to the earlier range of $4.60-$4.80, with the midpoint of $4.75 slightly below the analyst consensus of $4.78 [3]

Core Insights - Oxford Industries shares surged over 24% following the release of better-than-expected second-quarter earnings despite the impact of tariffs on sales [1] - The company reported adjusted earnings of $1.26 per share, exceeding the expected $1.18, while revenue decreased by 4% year-over-year to $403.1 million, slightly below the consensus of $406.14 million but within guidance [1][2] Financial Performance - Gross margin was recorded at 61.7%, a decline from 63.3% the previous year, but still better than anticipated, with tariffs contributing approximately $9 million in additional costs [2] - Sales by brand showed a decline: Tommy Bahama down 6.6% to $229 million, Lilly Pulitzer down 1.5% to $90.3 million, and Johnny Was down 9.7% to $45.4 million, while the Emerging Brands segment grew by 17% to $38.5 million [2] Future Outlook - The company reaffirmed its full-year guidance, projecting revenue between $1.475 billion and $1.515 billion, and adjusted EPS ranging from $2.80 to $3.20 [3] - Management indicated that they have mitigated about half of their $80 million tariff exposure through accelerated receipts and changes in sourcing [3]

But remember the old saying: "Buy the rumor, sell the news.†...

Core Viewpoint - DA Davidson downgraded Apple from Buy to Neutral, maintaining a $250 price target due to lackluster product innovation and muted near-term AI prospects [1][2] Group 1: Product Innovation - Analysts initially expected Apple to play a significant role in artificial intelligence and drive a major upgrade cycle, but recent product announcements have not met expectations [1] - The iPhone 16, iPhone 17, and iPhone Air have raised questions about consumer demand, indicating potential challenges in driving sales [1] Group 2: Product Categories - The Vision Pro headset, while generating initial excitement, is viewed as a niche device that may not contribute significantly to overall sales [2] - Anticipation of a foldable iPhone next year may not be sufficient to trigger a broad upgrade cycle, suggesting that Apple needs to innovate its core lineup or introduce a new product category for growth [2]

Diana Ol is at the Zelman Housing Summit and she has an exclusive interview with the CEO of Taylor Morrison. Diana, I'll send things over to you. Thanks, Dom.And Cheryl Palmer, thank you so much for joining us. It's always a pleasure to have you in person here. So great.So, everybody is talking about mortgage rates today. How could you not. And despite these two economic indicators this morning that were kind of on either ends of the spectrum, do you expect rates to come down further.And what is the magic r ...

Now we're getting new details about where most of that demand is coming from. Open AI. Mackenzie Sagalas has got more on the $300 billion deal in today's tech check.Matt, hey Mel. So Sam Alman is now bankrolling a new class of trillion dollar giants. Venture investors out here in Silicon Valley characterize Broadcom and Oracle as sort of the sleeper cells of this boom.Legacy names suddenly reborn as AI power players. Broadcom now sports a $ 1.7% trillion valuation. And even with the sell-off today, Oracle's ...

CONCLUDED Stock Market News From Sept. 11, 2025: S&P 500 Hits New High Last Updated: 4 hours ago Gold Backtracks From Record High By Kirk Maltais, Dow Jones Newswires Wednesday's record close in gold appears to be the newest high watermark, at least now. Front-month gold futures finish down 0.2% to $3,636.90 a troy ounce, but that still the fourth-highest close in the front-month contract's history. The luster hasn't diminished from the outlook for gold's performance, says Trevor Yates of Global X ETFs in a ...

POSCO Holdings (NYSE: PKX ) is a South Korean company that engages primarily in the production of steel products. It is the world's 7th largest steelmaker. It operates through four business divisions: Steel Sector, Infrastructure, Energy Materials, and Others. TheI specialize in analyzing fixed income and commodities. Sometimes I do stock picking. Though my horizons are usually medium to long-term, I also pay careful attention to short-term price action. Because I predominantly cover mispriced assets, my an ...

POSCO Holdings (NYSE: PKX ) is a South Korean company that engages primarily in the production of steel products. It is the world's 7th largest steelmaker. It operates through four business divisions: Steel Sector, Infrastructure, Energy Materials, and Others. TheI specialize in analyzing fixed income and commodities. Sometimes I do stock picking. Though my horizons are usually medium to long-term, I also pay careful attention to short-term price action. Because I predominantly cover mispriced assets, my an ...