Apple’s “Surprise and Shine” Launch: Wall Street Sees Prices In Line, Split on the Foldable Duo
JPMorgan, Citi, BofA and others weigh Apple’s new iPhones. Pricing looks measured; the foldable Duo draws both praise and caution.
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TD Cowen Keeps Buy Rating on Jersey Mike’s as Digital Ads Start to Work
TD Cowen says Jersey Mike’s digital ads and early personalization efforts are showing green shoots heading into H2 2026.
Analysts Cool on Chewy After Q2: Slowing Growth, No Clear Catalyst
Organic growth slowed to 5.7% and analysts see little reason for the stock to outperform.
Morgan Stanley Cuts Peloton to Underweight as New Subscribers Plunge
Peloton’s new subscriber adds are down 78% from peak.
Google Avoids AdTech Breakup — Why Analysts Still See a Win for Magnite
Google will not sell AdX. A Virginia judge chose milder fixes, marking the third time U.S. courts have rejected a Big Tech breakup. Craig-Hallum says Magnite, the No. 2 SSP, still has the most to gain.
Berenberg Names Its Space Winners: ASTS, RKLB and Planet Labs
Berenberg starts Buy coverage on ASTS, RKLB and Planet Labs. Cheaper launches pushed the space economy past $500B and toward $1T by 2030.