Wells Fargo Upgrades Venture Global to Overweight on AI Data Center Execution Confidence
Wells Fargo upgraded Venture Global to Overweight and raised its target to $21 on improved confidence in at least 2 GW of AI data center projects.
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GE Aerospace Beats Q3 Estimates and Raises Guidance, but Shares Slip on Valuation Concerns
GE Aerospace beat Q3 estimates and raised its 2026 outlook, yet shares traded lower as investors question the sustainability of high-margin services growth.
3M Tops Estimates, Lifts 2026 Guidance Amid China Softness and Accounting Shift
3M topped Q3 estimates and lifted full-year EPS guidance to $9.10–$9.15, but shares rose only modestly amid softer China growth and an accounting change.
Pickup Trucks Power GM’s Strong Quarter as Automaker Approves Massive Buyback
General Motors beat expectations with a 22% rise in Q3 profit, powered by trucks and SUVs, and announced a new $20 billion share repurchase. Shares fell on cautious guidance.
NuScale Power Downgraded as Analysts Flag Delays in Key Nuclear Deployment Talks
Barclays cuts NuScale Power’s rating and price target on commercial delays and uncertainty over the unannounced TVA-ENTRA1 6 GW nuclear deal.
Loop Capital Downgrades Apple to Hold on Weaker iPhone Recovery Outlook
Loop Capital downgraded Apple to Hold and cut its price target to $330, citing weaker iPhone recovery prospects and rising memory costs.