Stephen Miran, the new Fed governor backed by President Trump, will speak Monday in New York. Fed Chair Jerome Powell will speak Tuesday. More Fed members will speak later this week. Miran has promised to share his policy views during his first appearance as governor in New York. Markets are also waiting for Friday’s Personal Consumption Expenditures (PCE) inflation data, which is the Fed’s favorite inflation measure, as per Yahoo Finance. If the PCE report is weak, it could raise chances of another quarte ...

With Wall Street indices hitting fresh records and the Fed embracing a dovish pivot with further rate cuts on the table, Goldman Sachs wasted no time upgrading its S&P 500 target—but it’s the bank's unusual stock picks that stand out.In a note shared Friday, the bank’s equity analyst David Kostin raised its 12-month target for the S&P 500 to 7,200, up from a previous forecast of 6,800, as strong earnings, light positioning and a favorable rate outlook create a recipe for continued gains. The index has alrea ...

Valued at a market cap of $23 billion, Labcorp Holdings Inc. (LH) is a leading global provider of comprehensive laboratory services. Operating through its Diagnostics Laboratories and Biopharma Laboratory Services segments, the company delivers a wide range of testing, specialty diagnostics, and drug development solutions. Companies valued at $10 billion or more are generally classified as “large-cap” stocks, and Labcorp Holdings fits this criterion perfectly. Serving patients, healthcare providers, pharm ...

Core Insights - Quest Diagnostics focuses on meeting the evolving needs of physicians, hospitals, and consumers through strategic acquisitions and advanced diagnostics to enhance patient care and drive growth [1][3][4] - The company has experienced an 18.8% stock rally over the past year, outperforming the industry and closely matching the S&P 500's performance [2] - Quest Diagnostics has a market capitalization of $20.53 billion and an earnings yield of 5.3%, surpassing the industry's yield of 4.9% [2] Growth Momentum - The physician channel grew by 20% in Q2 2025, driven by acquisitions and high-single-digit organic gains, reflecting increased tests per requisition and strong commercial execution [3] - The hospital channel is adapting to market challenges by providing strategic options for accessing diagnostic innovations without the burden of running a lab [3][8] - The consumer-testing channel, QuestHealth.com, is expanding its offerings and partnerships with wellness brands [4] Acquisition Strategy - Quest Diagnostics completed eight acquisitions in 2024, including LifeLabs and select lab assets from Allina Health, enhancing its market presence [5][6] - The acquisition of PathAI Diagnostics aims to increase the adoption of AI and digital pathology for improved cancer diagnosis [5] Advanced Diagnostics Potential - The company focuses on five clinical areas: advanced cardiometabolic, autoimmune, brain health, oncology, and women's and reproductive health, achieving double-digit revenue growth in several areas [10][11] - New tests, such as the AD-Detect blood test for Alzheimer's and the AB 42/40 and p-tau-217 panel, are being launched to support growth in brain health and oncology [10][11] Financial Concerns - As of Q2 2025, long-term debt stood at $5.17 billion, with cash and cash equivalents at $319 million, raising concerns about interest payment capacity [12] - The times interest ratio declined to 6.1%, indicating potential challenges in meeting interest obligations [12] Macroeconomic Challenges - The evolving U.S. healthcare system poses risks, including reduced utilization and reimbursement from government payers, which may impact Quest Diagnostics' operations [13] - Industry consolidation has led to larger insurance plans with significant bargaining power, complicating fee negotiations for Quest Diagnostics [13] Earnings Estimates - The Zacks Consensus Estimate for Quest Diagnostics' 2025 earnings per share has increased by 0.4% to $9.74, with revenue estimates at $10.85 billion, indicating a 9.9% growth from the previous year [14]

Group 1 - Investors in Perdoceo Education Corporation (PRDO) should monitor the stock due to significant activity in the options market, particularly the Oct 17, 2025 $17.50 Put, which has high implied volatility [1] - Implied volatility indicates the market's expectation of future price movement, suggesting that investors anticipate a significant change in Perdoceo Education's stock price, possibly due to an upcoming event [2] - Perdoceo Education currently holds a Zacks Rank 3 (Hold) in the Schools industry, which is in the top 14% of the Zacks Industry Rank, but no analysts have raised earnings estimates for the current quarter, with one analyst lowering the estimate from 62 cents to 61 cents per share [3] Group 2 - The high implied volatility surrounding Perdoceo Education may indicate a developing trading opportunity, as options traders often seek to sell premium on such options to capture decay, hoping the stock does not move as much as expected by expiration [4]

Key Takeaways Flex has transformed into an end-to-end provider across design, manufacturing and supply services.The company targets $6.5B in data center revenue, with at least 35% growth and 25% of total sales.Recent buys of JetCool and Crown expand Flex's liquid cooling and U.S. power market presence.Flex Ltd. ((FLEX) stock has surged 75% in the past year, outperforming the Zacks Electronics - Miscellaneous Products industry, the Zacks Computer and Technology sector and the S&P 500 composite’s growth of 7. ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about Archrock Inc. (AROC) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Archrock Inc. currently has an averag ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about Home Depot (HD) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Home Depot currently has an average broker ...

Let's get to Kevin Green now. I'm very pleased to say who joins me for this Monday morning as he gets his feet under the desk. What will you be watching this week as a potential catalyst.Obviously, we've got plenty of Fed speak. What is key to keep an eye on. >> Yeah, well, we have a lot of economic data that's on uh the calendar for this week, but it may not be consequential when it comes to the Fed and their commentary.And you also kind of just talked about it. a lot of Fed speakers especially today and I ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Oracle CEO Safra Catz smiles during a dinner with President Donald Trump in the State Dining Room of the White House, on Sept. 4, 2025, in Washington. Credit: AP Photo/Alex Brandon, File Oracle has named Clay Magouyrk and Mike Sicilia as CEOs, with current CEO Safra Catz becoming executive vice chair of the technology company's ...