Dell Technologies (DELL) Touted as Long-Term AI Winner With Earnings Upside
Yahoo Finance· 2025-09-18 21:09
Dell Technologies Inc. (NYSE:DELL) is one of the AI Stocks Making Headlines This Week. On September 16, Bernstein initiated the stock as “Outperform” stating the stock is best positioned for growth. Apple, Dell, and HP Enterprise were all in focus on Tuesday as Bernstein noted that artificial intelligence should provide long-term benefits to the sector. “Although near-term concerns of an AI-bubble persist, we see significant upside in the long-term for IT hardware,” analysts at the firm wrote. “While the ...
FedEx's structural cost initiatives are delivering, says Barclays' Brandon Oglenski
Youtube· 2025-09-18 21:09
Core Insights - FedEx is experiencing a positive market response, with shares rising due to strong performance despite a challenging transport environment [1] - The company has successfully delivered margins amidst concerns over declining import volumes driven by US tariffs and regulatory changes [2] - FedEx's structural cost initiatives are yielding results, contributing to its profitability [3] Company Performance - FedEx is on track to spin off its freight business, which, despite a weaker quarter, is expected to deliver best-in-class profitability [3] - The freight business is estimated to be worth nearly half of FedEx's market capitalization [4] - FedEx is benefiting from a generational shift in the market, as UPS faces structural decline due to Amazon taking away volumes [4][5] Competitive Landscape - UPS is struggling to maintain margins and is experiencing rising costs per package, which is advantageous for FedEx [5] - FedEx is gaining market share as it merges its domestic networks to achieve lower costs [5] Revenue Outlook - FedEx forecasts a revenue growth rate of 4 to 6% year-over-year for fiscal 2026, which is higher than market expectations [6] - The company is seeing domestic volume gains, which contributed to the positive surprise in this quarter [6][7] - While international shipments face challenges, FedEx is guiding for revenue growth above market consensus, indicating a strong topline outlook [7][8]
Ondo Global Markets crosses $240M TVL, leads tokenized stocks and ETFs on-chain
Yahoo Finance· 2025-09-18 21:08
Ondo Global Markets, the tokenized stock and ETF platform by blockchain company Ondo Finance, has hit a record total value locked (TVL) of more than $240 million as of Sep. 18. This is a remarkable achievement for the newly launched platform that was launched barely a fortnight ago on Sep. 3. In fact, Ondo Global Markets became the world’s largest tokenized stock and ETF platform by TVL within 48 hours of launch on Ethereum, surpassing the combined value locked on rival offerings, according to DeFiLlama. ...
Super Micro Computer, Inc. (SMCI): Growth Story Meets Analyst Caution
Insider Monkey· 2025-09-18 21:08
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Wall Street Soars to New Records as Tech Giants Forge Alliance Amidst Fed’s Continued Easing
Stock Market News· 2025-09-18 21:07
Market Performance - The U.S. stock market reached new all-time highs on September 18, 2025, with the S&P 500 rising 0.5% to 6,631.96, the Dow Jones Industrial Average increasing 0.3% to 46,142.42, and the Nasdaq Composite climbing 0.9% to 22,470.73 [1][2] - The Russell 2000 index of smaller companies also saw a significant rise of 2.5% to 2,467.70, surpassing its previous high set in 2021 [2] Technology Sector Influence - The technology sector, particularly semiconductor companies, played a crucial role in the market's rally, with the Technology Select Sector SPDR (XLK) rebounding strongly after a slight dip [3] - Nvidia announced a strategic investment of $5 billion in Intel, leading to a 22.8% increase in Intel's stock, marking its best day since 1987, while Nvidia's stock rose 3.5% [4] Corporate Developments - Meta Platforms advanced about 1.4% after launching AI-powered smart glasses, while Lyft's shares increased following news of a partnership with Waymo for self-driving taxi services [5] - Conversely, Nucor fell over 4% due to a Q3 EPS forecast below consensus, and FactSet Research Systems dropped over 3% after reporting Q4 adjusted EPS below expectations [6] Earnings Reports - Cracker Barrel reported a Q3 EPS of $0.78, a 20.41% decrease year-over-year, and missed consensus EPS in the previous quarter by -16.24% [8] - Darden Restaurants missed analyst expectations with an EPS of $1.97 and reported sales of $3 billion, leading to a 9.5% decline in its stock [9][10] - FedEx reported year-over-year earnings growth with revenue of $22.2 billion and diluted EPS of $3.46, reflecting improvements from strategic initiatives [11] Economic Indicators - Weekly initial unemployment claims fell by 33,000 to 231,000, indicating a stronger labor market, while the Philadelphia Fed business outlook survey rose to an 8-month high of 23.2 [13] - However, August leading indicators fell 0.5% month-over-month, a larger decline than expected [13] Federal Reserve Actions - The Federal Reserve cut interest rates by a quarter percentage point to a range of 4-4.25%, with expectations of two more cuts by the end of the year and one in 2026 [12]
BOJ to unwind ETF holdings as split board signals hawkish shift
Yahoo Finance· 2025-09-18 21:06
By Leika Kihara and Makiko Yamazaki TOKYO (Reuters) - The Bank of Japan decided on Friday to start selling its holdings of risky assets and two board members voted against keeping interest rates steady, suggesting the bank would phase out its massive monetary stimulus sooner than first thought. While the central bank kept short-term interest rates at 0.5%, board members Hajime Takata and Naoki Tamura proposed, unsuccessfully, a hike to 0.75% in a move markets saw as a prelude to a near-term increase in b ...
FTC Chair Andrew Ferguson : Ticketmaster has not been honest about its pricing
Youtube· 2025-09-18 21:06
Core Viewpoint - The Federal Trade Commission (FTC) has filed a lawsuit against Live Nation and Ticketmaster for alleged illegal ticket resale practices, claiming that ticketing has become excessively expensive for consumers [1][2]. Group 1: Allegations Against Ticketmaster - The lawsuit alleges that Ticketmaster has been dishonest about ticket pricing, posting initial prices on its website and then increasing fees during the purchase process, which violates the FTC Act [4]. - Ticketmaster is accused of misrepresenting the availability of tickets on the primary market, as brokers have been buying large quantities of tickets, leading to deceptive listings on Ticketmaster's website [5]. - The FTC claims that Ticketmaster allowed brokers to circumvent ticket limit controls, resulting in significant profits for brokers and Ticketmaster through its secondary ticketing platform, which is considered unfair and illegal [6][7]. Group 2: Desired Outcomes from the Lawsuit - The FTC seeks an injunction to prevent Ticketmaster from continuing its alleged deceptive practices that harm consumers [9]. - The FTC aims to recover potentially billions of dollars in illegal profits taken from American consumers by Ticketmaster and return those funds to the consumers [10].
DEADLINE NEXT WEEK: Berger Montague Advises Spectrum Pharmaceuticals, Inc. (NASDAQ: SPPI) Investors to Contact the Firm Before September 24, 2025
Globenewswire· 2025-09-18 21:06
PHILADELPHIA, Sept. 18, 2025 (GLOBE NEWSWIRE) -- National plaintiffs’ law firm Berger Montague PC is investigating securities fraud claims against Spectrum Pharmaceuticals, Inc. (NASDAQ: SPPI) (“Spectrum” or the “Company”) on behalf of investors who purchased or otherwise acquired common shares of Spectrum between March 17, 2022 through September 22, 2022 (the “Class Period”). Investor Deadline: Investors who purchased or acquired Spectrum securities during the Class Period may, no later than September 24, ...
This $50M Fund Is Connecting Latin America to Asia
Yahoo Finance· 2025-09-18 21:05
A new $50M fund called Onigiri Capital is bridging a key market gap by connecting Latin American startups with Asia's institutional investors. In today's Markets Outlook, live from Rio de Janeiro, Managing Partner Qin En Looi explains why this link is so crucial, the growing role of real-world assets in the blockchain space, and how Onigiri is building the next generation of financial products and services. ...
Getty Images Commences Exchange Offer and Consent Solicitation Targeting 9.750% Senior Notes due 2027
Globenewswire· 2025-09-18 21:05
NEW YORK, Sept. 18, 2025 (GLOBE NEWSWIRE) -- Getty Images Holdings, Inc. (NYSE: GETY) (“Getty Images”) announced today that its subsidiary, Getty Images, Inc. (the “Issuer”), has commenced an offer (the “Exchange Offer”) to certain Eligible Holders (as defined below) to exchange any and all of its $300,000,000 principal amount of outstanding 9.750% Senior Notes due 2027 (the “Old Notes”) for newly issued unsecured 14.000% Senior Notes due 2028 (the “New Notes”), and a related solicitation of consents upon t ...