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QuidelOrtho (QDEL) Stock Sees Fair Value Cut As Analysts Rework Growth Expectations
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. The sharp reset in QuidelOrtho's fair value estimate from US$20.50 to US$12.00 per share sits alongside analyst price targets that now cluster around the US$12 …
Goldman Sachs Names Dell, HPE, NetApp as Top Hardware Picks on AI Boom
Goldman Sachs has identified Dell Technologies, Hewlett Packard Enterprise (HPE), and NetApp as its top hardware picks, citing strong demand for AI servers and a recovering traditional server market. The firm maintained Buy ratings on all three companies, adjusting price targets for Dell ($510), …
FNF (FNF) Q2 2026 Earnings Call Transcript
Image source: The Motley Fool. DATE Thursday, Aug. 6, 2026 at 11 a.m. ET CALL PARTICIPANTS Senior Vice President, Investor and External Relations - Lisa Foxworthy-Parker Chief Executive Officer - Mike Nolan Executive Vice President and Chief Financial Officer - Anthony Park F&G Annuities …
Delek Logistics launches $175 million common units offering
Delek Logistics Partners, LP announced a $175 million underwritten public offering of common units. The company intends to use the net proceeds to repay outstanding borrowings under its revolving credit agreement and for general partnership purposes. Truist Securities, Mizuho, and Raymond James & Associates, …
Delek Logistics to sell $175M of common units in underwritten offering
Delek Logistics (DKL) has commenced an underwritten public offering of $175 million in common units to fund debt repayment and general partnership purposes. Underwriters have an option to purchase an additional $26.25 million in units. The offering's completion, size, and terms are subject to …
Delek Logistics Partners, LP Announces Proposed Public Offering of Common Units
BRENTWOOD, Tenn., August 12, 2026--(BUSINESS WIRE)--Delek Logistics Partners, LP (NYSE: DKL) ("Delek Logistics") announced today that it has commenced an underwritten public offering of $175 million of common units representing limited partner interests in Delek Logistics pursuant to an effective shelf registration statement previously …
Sharemaestro market context Trend signal active 52 weeks +172.3%Delta Probing Fake In-Flight Wi-Fi Network on Flight Carrying DEF CON Attendees
Delta Air Lines is investigating an unauthorized "evil twin" Wi-Fi network that appeared on a flight from Las Vegas carrying DEF CON attendees. Pilots reported a passenger created a fake network called "Delta WiFi Fast," leading to a temporary shutdown of the legitimate onboard …
Dell’s AI Server Boom Is Just Getting Started: 757% Growth and a $60 Billion Target
Quick Read Dell (DELL) grew AI server revenue 757% to $16 billion and guides to $60 billion in FY27 as shares surged 267%. Gross margin compressed from 21% to 18% as high-volume AI hardware crowds out Dell's more profitable traditional business lines. Hitting $650 …
Sharemaestro market context Trend signal active 52 weeks +241.9%Why Delta and United’s Loyalty Programs Could Be Worth $30 Billion
Air Canada sold the 25% Aeroplan program stake to Blackstone and some leading Canadian institutional investors, valuing the program at more than $7 billion U.S. dollars ($10 billion Canadian dollars), according to a news release Tuesday. Based on the valuation of the Aeroplan stake, …
Sharemaestro market context Trend signal active 52 weeks +35.9%Is Mondelez International (MDLZ) Fairly Valued After New FDA Costs And A CHIPS AHOY! Launch?
Mondelez International (MDLZ) is facing new FDA additive notification rules that could add US$10 million in yearly compliance costs, while simultaneously launching a limited edition CHIPS AHOY! Mystery Cookie with a TikTok contest. Despite recent share price momentum, the company's valuation is under scrutiny, …
Dell Stock Rises on AI Boom. Super Micro Forecast Is the Catalyst
This article first appeared on GuruFocus. Dell Technologies (NYSE:DELL) shares climbed about 5% Wednesday as investors reacted to a stronger-than-expected outlook from Super Micro Computer, adding to optimism around demand for AI servers. Super Micro Computer (SMCI) projected fiscal 2027 revenue of $65 billion …
Sharemaestro market context Trend signal active 52 weeks +241.9%Candel Therapeutics at canaccord growth conference: prostate cancer push
Candel Therapeutics (CADL) presented its viral immunotherapy pipeline at Canaccord Genuity’s 46th Annual Growth Conference, focusing on significant clinical momentum in localized prostate cancer. The company highlighted positive late-stage data for aglatimagene besadenovec in prostate cancer, aiming for a biologics license application by late …
Delta Flight 2293 Triggers FBI Gate Response for Accidental Headphone Bump
A Delta Air Lines flight from JFK to Atlanta triggered an FBI response after a flight attendant accidentally bumped a passenger wearing headphones. Although both parties agreed it was an accident and declined to press charges, Delta's zero-tolerance policy led to federal involvement, highlighting …
Fidelity National Information Services Inc. stock underperforms Wednesday when compared to competitors
Fidelity National Information Services Inc. (FIS) stock fell 1.96% to $41.92 on Wednesday, underperforming its competitors. This occurred on a mixed trading day where the S&P 500 rose 0.26% and the Dow Jones Industrial Average fell 0.04%. The company's stock is currently 42.50% below …
The Zacks Analyst Blog Highlights Dell Technologies, Super Micro Computer, Hewlett Packard and HP
The Zacks Analyst Blog features Dell Technologies (DELL), Super Micro Computer (SMCI), Hewlett Packard Enterprise (HPE), and HP (HPQ), with a specific focus on Dell's strong performance driven by AI prospects. Despite a higher P/E ratio, Dell is benefiting from significant AI infrastructure demand, …
Sharemaestro market context Trend signal active 52 weeks +241.9%Wind Keeper Wraps First Campaign At He Dreiht Wind Farm
Cadeler has completed the final turbine installation at the 960 MW He Dreiht Offshore Wind Farm in the German North Sea, with the Wind Keeper vessel installing the last turbines under a contract with Vestas. This project marks the Wind Keeper's first offshore wind …
Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance
Quick Read Super Micro Computer's FY2027 revenue guidance of between $65B and $72B crushed the $52.5B estimate, sending SMCI up 13% and Dell up 5%. NVIDIA gained 2.5% as Super Micro's record $60B order book signals sustained conviction in GPU-powered AI server demand. Barclays, …
Sharemaestro market context Trend signal active 52 weeks +241.9%Dell, HPE gain pre-market as SMCI posts blowout revenue guidance
Investing.com -- Super Micro Computer projected fiscal 2027 revenue of $65–$72 billion, shattering analysts' average estimate of $52.50 billion and sending its shares up roughly 9% in pre-market trading Wednesday. Dell Technologies (NYSE: DELL) and Hewlett Packard Enterprise (NYSE: HPE) are rising in sympathy …
Sharemaestro market context Trend signal active 52 weeks +241.9%Cadeler Installs Final Turbine at He Dreiht Offshore Wind Farm
COPENHAGEN, Denmark, August 12, 2026--(BUSINESS WIRE)--Cadeler has completed the final turbine installation at the 960 MW He Dreiht Offshore Wind Farm in the German North Sea. The final turbines were installed by Wind Keeper, under its long-term contract with Vestas. Cadeler's scope of the …
Sharemaestro market context Price below Trend Line 52 weeks -3.6%Delta Airlines flight Wi-Fi tampered with after DEF CON conference
A passenger on a Delta Airlines flight created a rogue Wi-Fi network named 'Delta WiFi Fast' following the DEF CON 34 conference, in what appears to be an in-flight phishing attempt. The incident was reported by the crew and subsequently
illumynt Appoints Matt Popieniuck as Vice President of Customer Success & Delivery
28-year Dell Technologies veteran, most recently leading services sustainability strategy, joins to own end-to-end program execution as illumynt scales its AI hardware lifecycle business BURLINGTON, Mass., August 12, 2026--(BUSINESS WIRE)--illumynt, a technology-driven leader in AI hardware lifecycle recovery and IT asset disposition (ITAD), today …
Sharemaestro market context Trend signal active 52 weeks +241.9%Wedge Capital Management L L P NC Acquires 134,228 Shares of Fidelity National Financial, Inc. $FNF
Wedge Capital Management L L P NC increased its stake in Fidelity National Financial (FNF) by 23.2%, acquiring an additional 134,228 shares, bringing its total holdings to 711,994 shares valued at $33.6 million. Institutional investors now own 81.17% of FNF. The company also announced …
Cadeler acquires Menck
Cadeler A/S has announced its strategic acquisition of Menck, a leading global provider of specialist equipment and technology solutions for offshore foundation installation. Continue Reading
Sharemaestro market context Price below Trend Line 52 weeks -3.6%DELEK US HOLDINGS INC : JP MORGAN RAISES TARGET PRICE TO $70 FROM $62
JP Morgan has increased its target price for DELEK US HOLDINGS INC (DK.N) to $70 from the previous $62. This adjustment reflects an updated outlook from the financial institution regarding the company's valuation. The news was reported by Reuters.
Delcath Systems (NASDAQ:DCTH) Stock Rating Upgraded by Zacks Research
Zacks Research has upgraded Delcath Systems (NASDAQ:DCTH) stock from a "hold" to a "strong-buy" rating. This upgrade follows positive earnings results where the company reported $0.07 EPS, significantly beating the estimated loss, and revenue of $29.13 million, exceeding expectations. Other analysts maintain a generally …
Ardelyx Q2 revenue up 31% but guidance cut due to payer issues, hold rating maintained
Ardelyx reported a 31% year-over-year revenue increase in Q2, driven by strong demand for IBSRELA and XPHOZAH. However, the company cut its revenue guidance to $350-$370 million due to "payer friction" limiting near-term growth. Management is working to address access challenges, and the company …
5 Must-Read Analyst Questions From Fidelity National Financial’s Q2 Earnings Call
Fidelity National Financial (FNF) reported strong Q2 results, outperforming analyst expectations due to robust commercial transaction activity and cost control, despite a subdued residential market. CEO Mike Nolan highlighted momentum in daily opened orders and the positive impact of recruiting and tuck-in acquisitions. The …
Delta Probes Unauthorized Wi-Fi Network on Flight Carrying DEF CON Passengers: Report
Delta Air Lines is investigating an unauthorized Wi-Fi network detected on a flight from Las Vegas to Atlanta, which included passengers returning from the DEF CON cybersecurity conference. The network was suspected to be an "evil twin" attack, prompting pilots to briefly disable the …
Ardelyx Q2: Strong Demand, But Payer Friction Clouds The Story (NASDAQ:ARDX)
Ardelyx, Inc. maintains a "hold" rating due to near-term execution uncertainty despite strong demand for IBSRELA and XPHOZAH. Q2 revenue growth was significant, but payer friction led to a guidance cut, prompting management to enhance reimbursement teams, optimize pharmacy networks, and expand the sales …