S&P 500 Adds Vertiv, Lumentum, Coherent & EchoStar in March 2026 Quarterly Rebalance
S&P Dow Jones announces March 2026 quarterly rebalance. Vertiv (VRT), Lumentum (LITE), Coherent (COHR), and EchoStar (SATS) join the S&P 500.
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United CEO Warns: Jet Fuel Spike from Iran War to Hammer Profits and Push Airfares Higher — Fast
United Airlines CEO Scott Kirby highlights how surging jet fuel prices after the U.S.-Israel strikes on Iran will impact earnings, yet passenger demand remains robust with new booking opportunities emerging.
AI Challenger Cerebras Picks Morgan Stanley to Lead $2 Billion IPO Comeback
AI chipmaker Cerebras picks Morgan Stanley to lead its renewed IPO push, aiming to raise ~$2B as soon as April amid booming AI demand and a $23B valuation.
BlackRock Caps Withdrawals at $26B Private Credit Fund as Investors Rush for the Exit
BlackRock capped redemptions at its $26B HPS Corporate Lending Fund (HLEND) after record withdrawal requests hit 9.3%, signaling stress in private credit markets and sending BLK shares down sharply.
Beyond the Dip: Oppenheimer's $140 Target Highlights CoreWeave's Long-Term Premium
Oppenheimer gives CoreWeave (CRWV) an Outperform rating with a $140 price target, betting on long-term AI cloud dominance and 25%+ free cash flow margins by 2035.
Why Better Home & Finance's ChatGPT Power Move Is Bigger Than the Market Thinks
Cantor highlights Better Home & Finance ChatGPT integration as a major boost for home equity lending via Tinman AI, calling it undervalued news with Overweight rating and $40 target.