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McDonald's reported a sharp slowdown in U.S. same-store sales to 0.8% in Q2, with July turning negative amid value menu missteps. The company replaced its U.S. head and delayed its 50,000-restaurant …
JPMorgan upgraded Salesforce to Overweight with a $250 price target, citing an attractive valuation below 4x sales. The analyst dismissed AI disruption concerns, emphasizing resilient double-digit re…
Argus Research upgraded Boeing (BA) to Buy with a $265 price target, citing strong order backlog, improving cash flow, and production ramp-up. Wall Street consensus remains Strong Buy with $273 mean …
Caterpillar posted record Q2 2026 revenue of $20.5B (+24% YoY) and a record $72B order backlog (+92% YoY), raising full-year guidance. Strong demand across construction, power/energy, and mining segm…
Nike launches signature shoe with NBA star Wembanyama, a potential growth driver, but faces mounting concerns over its China e-commerce strategy and declining hedge fund confidence, signaling mixed n…
McDonald's missed U.S. sales estimates, ousted its America chief, delayed 50,000-store goal to 2028, and cited inflation-squeezed consumers pulling back on dining out, with shares down 13% YTD.
Disney beat Q3 earnings estimates, driven by doubling streaming profit and record park revenue. EPS of $2.06 topped forecasts, though revenue missed slightly. Shares rose 2% as guidance was reaffirme…
Nike shares have plunged 35% YTD, underperforming the S&P 500 by the widest margin in 25 years amid weak earnings, cautious guidance, and CEO transition struggles.
IBM's stock plunged 26% after preliminary Q2 results showed software growth slowdown and infrastructure revenue decline, as enterprise clients redirected spending toward AI infrastructure amid supply…
IBM stock crashed 25% after missing Q2 revenue and earnings estimates, sparking analyst speculation about a potential company breakup. Stifel's SOTP valuation suggests $257B enterprise value, above c…