CVS Health Boosts 2025 Outlook, Forecasts Strong 2026 Growth
CVS Health raises 2025 revenue guidance to $400B and projects adjusted earnings of $7.00-$7.20 per share for 2026, signaling turnaround momentum under CEO David Joyner.
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China to Restrict Access to Nvidia H200 Chips Despite Trump Export Approval
Beijing plans limited access to Nvidia's H200 AI chips through approval process, prioritizing domestic semiconductor self-sufficiency despite Trump allowing exports with 25% US fee.
JPMorgan Starts Coverage on Vor Bio with Bullish Outlook
JPMorgan initiates coverage of Vor Bio with an Overweight rating and a $43 price target, highlighting strong confidence in telitacicept and major valuation upside.
Goldman Adjusts Cruise Stock Ratings: NCLH Downgraded, Viking Upgraded
Goldman Sachs downgrades Norwegian Cruise Line and upgrades Viking Holdings, citing Caribbean supply issues for NCLH and stronger pricing power and diversified exposure for Viking.
Toll Brothers Q4 Earnings: Revenue Up But Cautious 2026 Outlook Sends Shares Lower
Toll Brothers (TOL) reports mixed Q4 results with revenue beating estimates but lower fiscal 2026 delivery guidance amid soft housing demand and market uncertainty.
Wolfe Research Downgrades Vertiv on Valuation Concerns
Wolfe Research downgraded Vertiv to Peer Perform due to valuation concerns after a major multi-year rally, though the firm still sees strong long-term positioning in the data-center market.