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Institutional Money Is Pouring Into These 2 Altcoin ETFsmarketbeat.com
XRP and Solana altcoin ETFs like XRPI and BSOL are drawing strong institutional inflows amid rebounding prices, though both tokens remain down significantly year to date.
Via MarketBeat · September 14, 2026
3 Dividend Kings to Buy While They’re Still Beaten Downdividendstocks.com
Target, Hormel and Procter & Gamble, all Dividend Kings, are rebounding from depressed valuations with reliable yields, improving traffic or market share trends, and firming analyst support.
Via MarketBeat · September 14, 2026
The End of Big Tech Buybacks? Only One Hyperscaler Is Still Repurchasing Sharesmarketbeat.com
As AI spending strains free cash flow, Alphabet and Meta have halted share buybacks and share counts are rising, while Microsoft holds steady and NVIDIA posts record repurchases.
Via MarketBeat · September 14, 2026
Johnson & Johnson Targets Double-Digit Growth as STELARA Faces Biosimilar Competitionmarketbeat.com
Johnson & Johnson (NYSE:JNJ) executives said the company remains on track to grow through biosimilar competition for STELARA and expects its portfolio of medicines, medical devices and pipeline programs to support accelerating growth through the end of the decade. Speaking at a Morgan Stanley e
Via MarketBeat · September 14, 2026
Rocket Lab Insiders Are Selling—But Institutions Keep Buyinginsidertrades.com
Despite record insider selling, Rocket Lab draws heavy institutional buying and Moderate Buy analyst ratings, backed by strong revenue growth, a $2.3 billion backlog, and the upcoming Neutron rocket launch.
Via MarketBeat · September 14, 2026
3 European Defense Stocks Raising Guidance While the Sector Lagsmarketbeat.com
Rheinmetall's Q1 miss and F126 order cancellation rattled European defense stocks, but Leonardo, Thales, and Saab show stronger order growth and cash conversion, drawing analyst upgrades.
Via MarketBeat · September 14, 2026
Pfizer Says Major Headwinds Are Easing as Pipeline, Obesity Plans Take Center Stagemarketbeat.com
Pfizer (NYSE:PFE) Chairman and Chief Executive Officer Albert Bourla said the drugmaker has addressed several major headwinds that weighed on investor attention, including policy uncertainty, declining COVID-19-related demand and upcoming losses of exclusivity for certain products. Speaking at a Mo
Via MarketBeat · September 14, 2026
Coda Octopus Group Q3 Earnings Call Highlightsmarketbeat.com
Coda Octopus Group (NASDAQ:CODA) reported higher fiscal third-quarter revenue and pretax income, as growth in its defense engineering and acoustic businesses offset a decline in marine technology sales tied to geopolitical disruption in the Middle East and parts of Asia. Total revenue for the quart
Via MarketBeat · September 14, 2026
Battery Stocks Are Heating Up—These 2 ETFs Offer a Safer Betmarketbeat.com
BATT and LIT offer diversified ETF exposure to battery and lithium stocks, with holdings in Tesla, Freeport-McMoRan, and Rio Tinto, as improving industry fundamentals support long-term growth.
Via MarketBeat · September 14, 2026
5 Names That Showed Signs of Life After Friday's CPI Reportmarketbeat.com
After in-line August CPI data, Dell, HPE, Qualcomm, Apple and the iShares Ethereum Trust rallied Friday, with the Fed's Sept. 16 rate decision set to test whether these breakouts hold.
Via MarketBeat · September 14, 2026
What Might it Take for D-Wave to Reset Its Course?marketbeat.com
D-Wave Quantum shares have fallen about 40% in 2026 after weak Q2 revenue of $3.1 million, as investors seek clearer evidence of commercial and financial progress from the firm.
Via MarketBeat · September 14, 2026
Regional REIT H1 Earnings Call Highlightsmarketbeat.com
Regional REIT (LON:RGL) said it made progress in reducing debt, disposing of non-core properties and adding rental income during the first half of 2026, despite what Chief Executive Officer Stephen Inglis described as a subdued leasing market and continued economic uncertainty. The company reported
Via MarketBeat · September 14, 2026
Moderna’s Cancer Vaccine Win Fuels Broad Push Across Tumor Typesmarketbeat.com
Moderna (NASDAQ:MRNA) President Stephen Hoge said the company’s recently announced positive Phase III results for its investigational personalized cancer vaccine, intismeran, in adjuvant melanoma support a broader effort to use T-cell priming in multiple tumor types. Speaking at a Morgan Stanley ev
Via MarketBeat · September 14, 2026
CoinShares Q2 Earnings Call Highlightsmarketbeat.com
CoinShares (NASDAQ:CSHR) reported lower revenue and profitability for the first half of 2026 as digital-asset prices fell sharply, though the company said positive client flows and a debt-free balance sheet positioned it to participate in a market recovery. The company’s first earnings presentation
Via MarketBeat · September 14, 2026
Fabrinet, Dycom and Qualcomm: 3 AI Fallen Angels Wall Street Just Marked Downmarketbeat.com
Fabrinet, Dycom and Qualcomm beat or matched estimates but were sold off amid high oil prices and midterm uncertainty; Marc Chaikin sees strong fundamentals behind the AI infrastructure buildout.
Via MarketBeat · September 14, 2026
3 European Banks That Could Win Big From ECB Rate Hikesmarketbeat.com
As the ECB continues hiking rates amid an energy-driven inflation shock, Santander, BBVA, and Deutsche Bank are raising NII guidance, positioning these Eurozone banks to benefit from higher rates.
Via MarketBeat · September 14, 2026
Teva Pharmaceuticals Sees Pivot to Growth Accelerating on Branded Drugs, Biosimilarsmarketbeat.com
Teva Pharmaceutical Industries (NYSE:TEVA) said its “Pivot to Growth” strategy has moved into its second phase, with management pointing to momentum in branded medicines, a stabilized generics business, an expanding biosimilars portfolio and a strengthened balance sheet. Speaking at a Morgan Stanle
Via MarketBeat · September 14, 2026
RF Industries Q3 Earnings Call Highlightsmarketbeat.com
RF Industries (NASDAQ:RFIL) reported record fiscal third-quarter revenue of $24 million, up 21% from the prior-year period and 16% sequentially, as higher-value integrated systems and custom cabling offerings contributed to growth and profitability. Chief Executive Officer Rob Dawson said the quart
Via MarketBeat · September 14, 2026
SM Energy’s Civitas Merger Is Paying Off, But the Stock’s Run Raises the Barmarketbeat.com
SM Energy's stock has doubled in 2025 after its Civitas merger boosted revenue and cash flow, cut debt, and prompted a higher dividend, though risks and integration costs remain.
Via MarketBeat · September 14, 2026
Intel’s Price Hikes Could Put $120 Back in Playmarketbeat.com
Intel shares rallied on unconfirmed reports of a 10% CPU price hike amid tight server chip supply, prompting analyst upgrades even as MarketBeat's consensus rating remains a Hold.
Via MarketBeat · September 14, 2026
McKesson Raises Outlook, Eyes Oncology Growth With Precision Medicine Dealmarketbeat.com
McKesson (NYSE:MCK) executives said the company’s first-quarter performance supported a higher full-year earnings outlook, citing broad-based growth across its North American Pharmaceutical, Oncology & Multispecialty and Prescription Technology Solutions businesses. Speaking at the Morgan Stanl
Via MarketBeat · September 14, 2026
The Hain Celestial Group Q4 Earnings Call Highlightsmarketbeat.com
The Hain Celestial Group (NASDAQ:HAIN) said it has agreed to sell its international business to private equity firm Aurelius for $323 million in cash, a transaction that would leave the company focused on a streamlined North American portfolio. The company expects the sale to close in its fiscal sec
Via MarketBeat · September 14, 2026
Blue-Chip Stocks Are Looking Anything But Boring With Dividends and Big 2026 Gainsmarketbeat.com
Coca-Cola, Chevron, and Merck have outperformed the S&P 500 in 2026, each pairing strong share-price gains with growing dividends backed by solid fundamentals.
Via MarketBeat · September 14, 2026
Vertex Pharmaceuticals Eyes Renal Growth With Key PDUFA, Pipeline Catalysts Aheadmarketbeat.com
Vertex Pharmaceuticals (NASDAQ:VRTX) is continuing to broaden its business beyond cystic fibrosis, with its renal medicine portfolio, rare endocrine assets and cell therapies among the company’s priorities, CEO and President Reshma Kewalramani said at Morgan Stanley’s 24th Annual Healthcare Conferen
Via MarketBeat · September 14, 2026
Digging for Value: Alpha Metallurgical Resources Insider Buys Bigmarketbeat.com
Alpha Metallurgical Resources director Kenneth Courtis bought over $9 million in shares since Aug. 21, even as Wall Street holds a Reduce rating following a Q2 net loss tied to terminal damage.
Via MarketBeat · September 14, 2026
Smart Money Shifts: U.S. Bancorp Pairs Tech With Yieldmarketbeat.com
U.S. Bancorp completed a cross-border payment using its USBDC stablecoin on the Stellar blockchain and raised its annualized dividend 3.85% to $2.16 per share.
Via MarketBeat · September 14, 2026
Iron Mountain Eyes 20% Growth as Data Centers, Digital Solutions Drive Cross-Sellmarketbeat.com
Iron Mountain (NYSE:IRM) is positioning its records management customer base as a foundation for cross-selling into data centers, asset lifecycle management and digital solutions, CFO Barry Hytinen said during Goldman Sachs’ 2026 Communacopia + Technology Conference. Hytinen said the company serves
Via MarketBeat · September 14, 2026
Nutanix Eyes External Storage, AI Growth as Supply-Chain Pressures Persistmarketbeat.com
Nutanix (NASDAQ:NTNX) is positioning itself as a broader cloud-platform provider rather than solely a hyperconverged infrastructure, or HCI, company, as it pursues growth through external storage, public cloud, Kubernetes, database management and enterprise artificial intelligence offerings. Chief
Via MarketBeat · September 14, 2026
Fastly Highlights Accelerating Growth, Record Margins and AI-Driven Compute Demandmarketbeat.com
Fastly (NASDAQ:FSLY) CFO Rich Wong said the edge cloud provider has accelerated revenue growth, expanded margins and generated positive free cash flow as management reshaped operating processes during his first 13 months at the company. Speaking at Citi’s TMT Conference, Wong said Fastly reported $
Via MarketBeat · September 14, 2026
Exelixis Eyes CABOMETYX Growth, Zanzalintinib Catalysts Across Cancer Franchisesmarketbeat.com
Exelixis (NASDAQ:EXEL) executives outlined a franchise-focused growth strategy centered on expanding CABOMETYX across renal cell carcinoma and neuroendocrine tumors while advancing zanzalintinib through multiple late-stage studies. Speaking at a company event, Andrew Peters, Exelixis’ senior vice p
Via MarketBeat · September 14, 2026
MongoDB Sees AI, Atlas and Enterprise Modernization Fueling Growthmarketbeat.com
MongoDB (NASDAQ:MDB) CEO CJ Desai outlined the company’s focus on enterprise modernization, AI-native customers and product enhancements during Citi’s TMT Conference, following what he described as a strong fiscal second-quarter report. Desai said MongoDB reported total revenue growth above 30% in
Via MarketBeat · September 14, 2026
Veeva Systems Sees AI as Growth Engine Beyond Its $6B 2030 Revenue Targetmarketbeat.com
Veeva Systems (NYSE:VEEV) is positioning artificial intelligence as an incremental growth opportunity beyond its previously stated goal of reaching $6 billion in revenue by 2030, according to executives speaking at a Wells Fargo healthcare technology event. Paul Shawah, Veeva’s EVP of Commercial St
Via MarketBeat · September 14, 2026
Veeva Systems Unveils Falcon AI as Commercial Growth Gains Momentummarketbeat.com
Veeva Systems (NYSE:VEEV) CFO Brian Van Wagener said the company is expanding its artificial intelligence roadmap while continuing to see broad-based growth across its life sciences software portfolio. Speaking at Citi’s Tech Conference, Van Wagener described Veeva as a vertical software provider f
Via MarketBeat · September 14, 2026
MongoDB Sees AI, Modernization and Self-Managed Demand Fueling Growthmarketbeat.com
MongoDB (NASDAQ:MDB) executives said customer demand for its database platform is being supported by enterprise modernization efforts, AI-related workloads and growing interest in self-managed deployments, while the company works to raise awareness among senior decision-makers. CJ Desai, MongoDB’s
Via MarketBeat · September 14, 2026
UiPath Targets AI-Powered Growth Reacceleration as ARR Hits $1.94Bmarketbeat.com
UiPath (NYSE:PATH) Chief Operating Officer Ashim Gupta said the company is focused on stabilizing growth and positioning its automation platform for reacceleration as enterprises expand their use of artificial intelligence, orchestration and process automation. Speaking at the Citi Global TMT Confe
Via MarketBeat · September 13, 2026
Vertiv Sees Data Center Demand Strengthen as AI Infrastructure Pipeline Expandsmarketbeat.com
Vertiv (NYSE:VRT) executives said demand for data center infrastructure remains strong and is showing signs of further strengthening, citing expanding customer pipelines, broader global activity and accelerating sales cycles. Speaking at a Goldman Sachs event, Chief Executive Officer Gio Albertazzi
Via MarketBeat · September 13, 2026
Hewlett Packard Enterprise Sees AI, Networking Demand Outrun Supply as 2027 Targets Risemarketbeat.com
Hewlett Packard Enterprise (NYSE:HPE) CFO Marie Myers said the company’s recent quarterly results and revised fiscal 2027 framework reflect demand that continues to exceed available supply across networking, cloud and AI infrastructure. Speaking at Citi’s technology conference, Myers said HPE repor
Via MarketBeat · September 13, 2026
T-Mobile US Sees Broadband, AI Growth as CFO Osvaldik Plans 2027 Retirementmarketbeat.com
T-Mobile US (NASDAQ:TMUS) executives said the company sees continued growth opportunities in wireless, broadband, business services and newer adjacencies, while maintaining that potential competitive threats from satellite providers and industry convergence offerings have not altered its strategy.
Via MarketBeat · September 13, 2026
Ambarella CEO Sees Edge AI Growth Across Security, Autos and Wearablesmarketbeat.com
Ambarella (NASDAQ:AMBA) Chief Executive Officer Fermi Wang said the fabless semiconductor company is positioning its system-on-chip portfolio for broader adoption of edge artificial intelligence, with opportunities spanning enterprise security, consumer video, wearables, automotive and edge infrastr
Via MarketBeat · September 13, 2026
Spotify Technology Pitches AI Add-Ons, Video and New Verticals for Growthmarketbeat.com
Spotify Technology (NYSE:SPOT) Co-CEO, Chief Product Officer and Chief Technology Officer Gustav Söderström outlined the company’s strategy for using artificial intelligence, expanding into additional media formats and monetizing highly engaged users during an investor conference appearance. Söders
Via MarketBeat · September 13, 2026
Ulta Beauty Sees Resilient Demand, Eyes Fragrance, Wellness Growth After Target Exitmarketbeat.com
Ulta Beauty (NASDAQ:ULTA) executives said the company is seeing continued resilience in consumer beauty spending, supported by its broad price range, loyalty program, stores, services and investments in technology. Speaking at a Barclays conference, President and Chief Executive Officer Kecia Steel
Via MarketBeat · September 13, 2026
Hewlett Packard Enterprise Raises 2027 Outlook as AI Networking Demand Surgesmarketbeat.com
Hewlett Packard Enterprise (NYSE:HPE) Chief Strategy Officer Shannon Cross said the company is seeing strong demand across networking, storage and traditional servers, while supply availability and order conversion remain key priorities as it targets growth in fiscal 2027. Speaking at the Goldman S
Via MarketBeat · September 13, 2026
T-Mobile US CEO Maps 5G, Broadband and AI Growth Strategy at Goldman Sachs Conferencemarketbeat.com
T-Mobile US (NASDAQ:TMUS) CEO and President Srini Gopalan outlined the carrier’s growth strategy, network investments and capital-allocation priorities at the Goldman Sachs Communacopia + Technology Conference, emphasizing what he described as the company’s “best network, best value, and best experi
Via MarketBeat · September 13, 2026
Intuit Targets New Customers, AI Growth as QuickBooks and TurboTax Bets Scalemarketbeat.com
Intuit (NASDAQ:INTU) is prioritizing growth in new-to-the-franchise customers while continuing to scale its larger “big bets,” Chief Financial Officer Sandeep Singh Aujla said at the Goldman Sachs Technology Conference. Aujla said the company’s major strategic initiatives—including moving upmarket
Via MarketBeat · September 13, 2026
Cognizant CFO: AI Pressures IT Spending, but BFSI Growth Stays Strongmarketbeat.com
Cognizant Technology Solutions (NASDAQ:CTSH) CFO Jatin Dalal said the IT services industry’s prolonged period of slow growth reflects both secular pressures from artificial intelligence and a broader lack of discretionary spending across several end markets. Speaking at a Citi fireside chat hosted
Via MarketBeat · September 13, 2026
Constellation Brands Refines Beer Playbook, Reaffirms Full-Year Outlookmarketbeat.com
Constellation Brands (NYSE:STZ) executives said the company is refining its growth strategy across its beer portfolio, increasing focus on consumer occasions, brand-specific playbooks and supply-chain productivity while maintaining its outlook for the current fiscal year. Speaking at an investor co
Via MarketBeat · September 13, 2026
Why Bitcoin ETFs May Be Worth Another Look as Inflows Reboundmarketbeat.com
Spot Bitcoin ETFs like IBIT and BITB drew about $3.5 billion in August inflows as Bitcoin rose, though Fed rate decisions and bond yields may sway momentum ahead.
Via MarketBeat · September 13, 2026
HP Raises Outlook as Premium AI PCs and Tariff Refunds Boost Resultsmarketbeat.com
HP (NYSE:HPQ) Chief Financial Officer Karen Parkhill said the company’s third-quarter performance was supported by record revenue in its Personal Systems segment, premium product mix and pricing actions, while Print results met expectations. Speaking at the Goldman Sachs Communacopia + Technology Co
Via MarketBeat · September 13, 2026
3 Small-Cap Biotechs With Binary Catalysts on the Calendarmarketbeat.com
Kodiak Sciences, Capricor Therapeutics and Invivyd each face pivotal clinical trial or FDA decisions before the end of 2026 that could significantly move their stock prices.
Via MarketBeat · September 13, 2026
Planet Labs Has Fallen Back to Earth, But Wall Street Still Sees a Reboundmarketbeat.com
Planet Labs shares have fallen more than 60% from 2026 highs despite strong Q2 revenue growth, and analysts' $32.78 consensus price target implies over 90% upside potential.
Via MarketBeat · September 13, 2026
Geron Sees RYTELO Revenue Near High End of 2026 Guidance as Community Use Expandsmarketbeat.com
Geron (NASDAQ:GERN) said it expects full-year net revenue from RYTELO to land in the mid-to-high end of its previously stated range, or approximately $230 million to $240 million, as the company continues to expand use of the telomerase inhibitor in lower-risk myelodysplastic syndromes, or MDS. Dur
Via MarketBeat · September 13, 2026
As Homeowners' Premiums Surge, This Insurer Is Posting Record Profitsmarketbeat.com
Rising homeowners insurance premiums, driven by climate disasters and higher rebuilding costs, have boosted Allstate's Q2 profits, underwriting income, and stock performance, analysts note.
Via MarketBeat · September 13, 2026
Seagate Sees Storage Demand Outpacing Supply as AI and Cloud Drive HDD Growthmarketbeat.com
Seagate Technology (NASDAQ:STX) CFO Gianluca Romano said the hard-disk-drive maker expects demand for data storage to continue outpacing supply, supported by public-cloud spending, enterprise demand and emerging artificial intelligence applications. Speaking at a Citi technology conference, Romano
Via MarketBeat · September 13, 2026
Nasdaq’s $100 Million Kraken Bet Prepares It for a Market That Never Closesmarketbeat.com
Nasdaq invested $100 million in Kraken parent Payward, planning tokenized Nasdaq Equity Tokens by 2027 and licensing surveillance software, while posting strong Q2 earnings and revenue growth.
Via MarketBeat · September 13, 2026
SolarEdge Targets $2.4B by 2029, Bets on AI Data Center Power Growthmarketbeat.com
SolarEdge Technologies (NASDAQ:SEDG) outlined plans to expand its residential and commercial solar business while pursuing a new power-conversion opportunity in artificial intelligence data centers, targeting $2.4 billion in revenue and a 35% gross margin by 2029. During the company’s Investor Day,
Via MarketBeat · September 13, 2026
Copper’s Record Rally Highlights a Deeper Supply Problemmarketbeat.com
Copper prices near record highs reflect shrinking mine supply and rising AI and grid demand, boosting leverage at producers like Freeport-McMoRan and Southern Copper amid tariff-driven volatility.
Via MarketBeat · September 13, 2026
Seagate Technology Sees AI Storage Demand Fueling HAMR Growth and Margin Gainsmarketbeat.com
Seagate Technology (NASDAQ:STX) CFO Gianluca Romano said demand for mass storage is being supported by the early stages of artificial intelligence infrastructure investment, with growth extending from large public-cloud customers to enterprise original equipment manufacturers and on-premises data ce
Via MarketBeat · September 13, 2026
AstraZeneca COPD Drug Cuts Exacerbations as FDA Priority Review Nearsmarketbeat.com
Astrazeneca (NYSE:AZN) presented Phase III data for tozorakimab in chronic obstructive pulmonary disease, or COPD, at the 2026 European Respiratory Society Congress in Barcelona, reporting statistically significant reductions in moderate-to-severe exacerbations across two trials and across a broad r
Via MarketBeat · September 13, 2026
Datadog Conference: CEO Says AI and Enterprise Growth Are Acceleratingmarketbeat.com
Datadog (NASDAQ:DDOG) CEO and Founder Olivier Pomel said the company is seeing accelerating growth across both AI-focused customers and its broader enterprise customer base as organizations expand cloud and artificial-intelligence deployments. Speaking with Citi enterprise software analyst Fatima B
Via MarketBeat · September 13, 2026
Booking CEO Details AI-Powered Connected Trip Strategy at Global TMT Conferencemarketbeat.com
Booking (NASDAQ:BKNG) CEO and Director Glenn Fogel outlined the online travel company’s priorities around artificial intelligence, its Connected Trip strategy, loyalty programs, alternative accommodations and business-to-business operations during a Global TMT Conference discussion. Fogel said the
Via MarketBeat · September 13, 2026
GSK Targets £1.9B Savings to Fuel Pipeline, Navigate HIV Patent Cliffmarketbeat.com
GSK (NYSE:GSK) is accelerating investment in research and development, expanding its late-stage pipeline and targeting cost savings to support product launches while maintaining profitability through upcoming HIV patent expirations, Chief Financial Officer Julie Brown said during a company discussio
Via MarketBeat · September 13, 2026
Prudential Financial Targets $3B Capital Boost, $750M in Savings in Strategic Overhaulmarketbeat.com
Prudential Financial (NYSE:PRU) is narrowing its insurance-business geographic footprint, pursuing targeted acquisitions and reshaping its operating model as it seeks to increase growth, improve capital efficiency and expand the contribution of its asset-management unit, Chairman and CEO Andy Sulliv
Via MarketBeat · September 13, 2026
Booking Sees Resilient Travel Demand, Touts AI-Powered Connected Trip Growthmarketbeat.com
Booking (NASDAQ:BKNG) Chief Financial Officer Ewout Steenbergen said the company’s second-quarter performance reflected resilient travel demand, with booking trends improving from June after consumers initially delayed plans amid conflict in the Middle East. Speaking at a conference, Steenbergen sa
Via MarketBeat · September 13, 2026
Datadog Eyes AI-Powered Predictive Monitoring as Enterprise Cloud Demand Growsmarketbeat.com
Datadog (NASDAQ:DDOG) is investing in artificial intelligence capabilities, proprietary models and enterprise sales as it seeks to expand its observability platform’s role in monitoring increasingly complex cloud and AI workloads, Chief Financial Officer David Obstler said during a company session.
Via MarketBeat · September 13, 2026
Fortinet Sees AI, Neocloud Buildout Fueling Network Security Demandmarketbeat.com
Fortinet (NASDAQ:FTNT) executives said the cybersecurity company sees artificial intelligence as a growing source of demand for network security, particularly as enterprises and emerging “neocloud” providers build AI infrastructure and seek to protect machine-generated traffic. Speaking at the Gold
Via MarketBeat · September 12, 2026
STMicroelectronics Sees AI Data-Center Revenue Surging Past $2 Billion in 2027marketbeat.com
STMicroelectronics (NYSE:STM) CFO Lorenzo Grandi said the chipmaker continues to see strong bookings, lean inventory and improving demand visibility across its end markets, with particular strength in artificial intelligence infrastructure, automotive and industrial applications. Speaking at a Citi
Via MarketBeat · September 12, 2026
MP Materials Nears NdPr Target, Eyes GM Magnet Deliveries by Year-Endmarketbeat.com
MP Materials (NYSE:MP) is nearing targeted production levels for neodymium-praseodymium, or NdPr, oxide at its Mountain Pass facility while advancing commercial magnet deliveries for General Motors and expanding its downstream manufacturing footprint, Chief Financial Officer Ryan Corbett said during
Via MarketBeat · September 12, 2026
American Tower Sees 5G, AI and CoreSite Demand Fueling Growthmarketbeat.com
American Tower (NYSE:AMT) President and CEO Steve Vondran said the company is positioning for a series of demand catalysts across its tower and data center businesses, with management focused on organic growth, margin expansion and disciplined capital allocation. Speaking at the Goldman Sachs Commu
Via MarketBeat · September 12, 2026
American Tower Sees 2026 Growth Trough Before 5G, AI and 6G Catalysts Lift Demandmarketbeat.com
American Tower (NYSE:AMT) CFO Rod Smith said the company expects 2026 to represent a trough year for organic tenant billings growth, with growth expected to accelerate in 2027 as customer churn moderates and wireless-network investment catalysts emerge. Speaking at a Citi event with analyst Mike Ro
Via MarketBeat · September 12, 2026
Sirius XM Eyes YouTube Ad Lift, Buybacks as Subscription Strategy Gains Tractionmarketbeat.com
Sirius XM (NASDAQ:SIRI) Chief Financial Officer Zac Coughlin said the company is focused on growing subscription revenue, expanding its advertising business and preserving longer-term strategic optionality around its spectrum assets, following a first half marked by higher revenue, EBITDA and free c
Via MarketBeat · September 12, 2026
Biogen Sees Pivotal Pipeline Moment as It Expands Beyond Neurologymarketbeat.com
Biogen (NASDAQ:BIIB) executives said the company is focused on diversifying beyond its historical neurology concentration, advancing a broader late-stage pipeline and managing expenses as it seeks to return to growth. Speaking at a Wells Fargo conference, Chief Financial Officer Robin Kramer said B
Via MarketBeat · September 12, 2026
Zscaler Conference: AI Agents, Agentic SOC Fuel Zero-Trust Growth Ambitionsmarketbeat.com
Zscaler (NASDAQ:ZS) executives outlined how the cybersecurity company is adapting its zero-trust architecture for AI agents, while also discussing new product launches, sales initiatives and the potential for continued growth in its core business. Speaking at a company session, Head of Product Adam
Via MarketBeat · September 12, 2026
Zscaler CEO Highlights AI Security Surge, Zero-Trust Momentum at Citi Conferencemarketbeat.com
Zscaler (NASDAQ:ZS) CEO and Founder Jay Chaudhry said the company entered fiscal 2027 with an expanded product portfolio, improving sales momentum and growing customer interest in AI security and zero-trust architecture. Speaking at Citi’s TMT Conference with Fatima Boolani, Chaudhry said Zscaler’s
Via MarketBeat · September 12, 2026
Cloudflare Sees Agentic AI Opportunity Dwarfing Past Growth Driversmarketbeat.com
Cloudflare (NYSE:NET) sees its opportunity in agentic artificial intelligence extending beyond its current growth drivers, with Chief Financial Officer Thomas Seifert saying the company’s network architecture is positioned to support low-latency, secure and distributed AI inference workloads. Speak
Via MarketBeat · September 12, 2026
Dell Technologies Sees AI Boom Building as $95B Server Backlog Signals Demandmarketbeat.com
Michael Dell, CEO and founder of Dell Technologies (NYSE:DELL), said enterprises are in the early stages of adopting artificial intelligence infrastructure, with companies increasingly viewing technology spending as a means of creating value rather than as a traditional IT budget expense. Speaking
Via MarketBeat · September 12, 2026
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