Current market catalysts

JP Morgan Maintains Overweight on Commercial Metals, Lowers Price Target to $83

JP Morgan analyst Bennett Moore maintains Commercial Metals (NYSE:CMC) with a Overweight and lowers the price target from $86 to $83.

JP Morgan Maintains Overweight on Braze, Lowers Price Target to $34

JP Morgan analyst Alexei Gogolev maintains Braze (NASDAQ:BRZE) with a Overweight and lowers the price target from $35 to $34.

JP Morgan Maintains Neutral on Steel Dynamics, Raises Price Target to $273

JP Morgan analyst Bennett Moore maintains Steel Dynamics (NASDAQ:STLD) with a Neutral and raises the price target from $260 to $273.

Shares of consumer staples companies are trading lower as elevated energy prices increase the chances of a Fed rate hike in September, which may slow consumer demand, boost borrowing costs and crimp margins.

Disney CFO Says Disney+ Had 13% Margin Last Quarter, Expects Double-Digit Margins For Full Year; Says Company Created 'One Fan, One Account Ecosystem' Linking Hulu And Disney Profiles

https://investors.thewaltdisneycompany.com/events-and-presentations/event-details/2026/The-Walt-Disney-Company-at-the-Goldman-Sachs-Communacopia--Technology-Conference-2026-YuQ2tIPFDr/default.aspx

JP Morgan Maintains Neutral on Piedmont Realty Trust, Raises Price Target to $11

JP Morgan analyst Anthony Paolone maintains Piedmont Realty Trust (NYSE:PDM) with a Neutral and raises the price target from $10 to $11.

JP Morgan Maintains Neutral on Ormat Technologies, Raises Price Target to $131

JP Morgan analyst Mark Strouse maintains Ormat Technologies (NYSE:ORA) with a Neutral and raises the price target from $122 to $131.

Barclays Sees S&P 500 at 7,950 in 2026: What Do Prediction Markets Say?

Barclays lifts its S&P 500 target to 7,950 on stronger earnings and AI spending, while prediction traders remain more cautious.

JP Morgan Maintains Overweight on Nucor, Raises Price Target to $308

JP Morgan analyst Bennett Moore maintains Nucor (NYSE:NUE) with a Overweight and raises the price target from $294 to $308.

JP Morgan Maintains Overweight on EPR Properties, Raises Price Target to $65

JP Morgan analyst Anthony Paolone maintains EPR Properties (NYSE:EPR) with a Overweight and raises the price target from $62 to $65.

JP Morgan Maintains Neutral on Douglas Emmett, Raises Price Target to $16

JP Morgan analyst Anthony Paolone maintains Douglas Emmett (NYSE:DEI) with a Neutral and raises the price target from $15 to $16.

U.S. Director of Federal Housing Bill Pulte Posts On X "Effective Today, in the interest of transparency, ALL Mortgage Backed Securities (MBS), ALL Credit Risk Transfers (CRT), and ANY Securitized Product issued by Fannie Mae and Freddie Mac will now carry a VantageScore, in addition to a FICO score. One company cannot hold the market hostage. Americans and Investors and the market want change."

https://x.com/pulte/status/2097753235100512596

President Trump Says Will Be Speaking To Israel About Sanctions Imposed On West Bank Settlements; War In Iran Will End Immediately After Election;: I'm Doing Much More Than A Nuclear Deal; We're Not Looking For A Deal; Negotiation Could Happen

https://www.youtube.com/watch?v=0mnGc7lFHi0

President Trump Says Oil Prices Will Tumble After Election; Had Great Conversation With Russia's Putin; Bilateral Meeting Could Happen

https://www.youtube.com/watch?v=0mnGc7lFHi0

JP Morgan Maintains Neutral on Cleveland-Cliffs, Raises Price Target to $13

JP Morgan analyst Bennett Moore maintains Cleveland-Cliffs (NYSE:CLF) with a Neutral and raises the price target from $11 to $13.

Adobe Q3 Preview: Stock Down 10 of Last 12 Earnings Reports — ‘They Need to Change the Narrative’

Analysts expect Adobe to report third-quarter revenue of $6.69 billion, up from $5.99 billion in last year’s third quarter.

Canaccord Genuity Maintains Buy on ServiceTitan, Lowers Price Target to $90

Canaccord Genuity analyst David Hynes maintains ServiceTitan (NASDAQ:TTAN) with a Buy and lowers the price target from $105 to $90.

Canaccord Genuity Maintains Buy on LifeStance Health Gr, Raises Price Target to $15

Canaccord Genuity analyst Richard Close maintains LifeStance Health Gr (NASDAQ:LFST) with a Buy and raises the price target from $13 to $15.

Canaccord Genuity Maintains Buy on Braze, Raises Price Target to $37

Canaccord Genuity analyst David Hynes maintains Braze (NASDAQ:BRZE) with a Buy and raises the price target from $35 to $37.

Shares of logistics and freight-related companies are trading lower as ICE Brent crude prices reach over $100 per barrel for the first time since late July. Diesel prices are on track to set a new record high for 2026, which will cut into margins for a sector that depends on the fuel.

Tesla Cybercab Strength Comes with Weakness in China: A Tale of Two Growth Stories

Tesla stock has gained over the last month as the company's robotaxi ambitions advance. This news could overshadow what would normally be bad news.

Canaccord Genuity Maintains Buy on BridgeBio Oncology, Lowers Price Target to $20

Canaccord Genuity analyst John Newman maintains BridgeBio Oncology (NASDAQ:BBOT) with a Buy and lowers the price target from $23 to $20.

CME's New Single Stock Futures: What Are The Advantages Vs. Stocks?

On July 27, 2026, CME expanded its equity product lineup with a new offering: Single Stock Futures, futures contracts on individual stocks that provide direct exposure to a company’s share price without requiring

UBS Maintains Buy on Tradeweb Markets, Lowers Price Target to $145

UBS analyst Alex Kramm maintains Tradeweb Markets (NASDAQ:TW) with a Buy and lowers the price target from $150 to $145.

UBS Maintains Neutral on Stevanato Group, Lowers Price Target to $23

UBS analyst Dan Leonard maintains Stevanato Group (NYSE:STVN) with a Neutral and lowers the price target from $28 to $23.

Apple iPhone Duo Will Have One Fusion Camera Lens And One Telephoto Lens; Apple Says iPhone Duo Starts At $1,999, Storage From 256 GB To 2 TB; iPhone Duo Pre-Orders Begin October 16, And It Will Be Available On October 23

https://www.apple.com/apple-events/event-stream/

Sergey Brin Takes Bigger Role as Google Fights to Regain AI Lead—From a ‘Microkitchen’

Sergey Brin is taking a bigger role in Gemini from a converted Google microkitchen as Alphabet races to catch Anthropic and OpenAI.

GE HealthCare Moves StarGuide GX 4D SPECT/CT Toward FDA Clearance

GE HealthCare Technologies has submitted its next-generation StarGuide GX digital SPECT/CT system for FDA 510(k) clearance following CE Mark approval in Europe. The system features dual-sided CZT detectors, NVIDIA RTX computing, and rapid collimator exchange, designed to support emerging radioligand therapies including alpha emitters like Actinium-225 and Lead-212. Despite the regulatory milestone, GEHC stock declined 3% following the announcement.

Earnings Estimates Rising for Concrete Pumping (BBCP): Will It Gain?

Concrete Pumping (BBCP) has received positive analyst attention with upward earnings estimate revisions for both the current quarter and full year. The company is expected to earn $0.12 per share for the current quarter (up 33.3% year-over-year) and $0.19 for the full year (up 72.7% year-over-year). These improvements have earned the stock a Zacks Rank #2 (Buy) rating, with the stock already gaining 11.3% over the past four weeks.

Earnings Estimates Moving Higher for Venture Global (VG): Time to Buy?

Venture Global (VG), a liquid natural gas exporter, has received upward earnings estimate revisions from analysts. The company's current-quarter EPS is expected at $0.55 (+243.8% YoY) and full-year EPS at $1.63 (+89.5% YoY). With four positive estimate revisions in the past 30 days and no negative revisions, VG has earned a Zacks Rank #2 (Buy) rating. The stock has already gained 11.4% over the past four weeks, but analysts suggest further upside potential remains.