News
Source-attributed headlines with timestamps and links to the companies and crypto markets they mention.
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30 headlines
Solaris Energy Infrastructure (SEI) raised its 2026 Adjusted EBITDA guidance, with Q3 expectations up 23% and Q4 up 48% from previous midpoints, driven by stronger core power services and recent acquisitions of GESA and Omega Foundation Services. The company also initiated Q1 2027 guidance of $200-240 million, reflecting expansion into a broader full-cycle power infrastructure platform serving data centers and industrial markets.
PPL Corporation is expanding its clean-energy portfolio through wind, energy storage, and cleaner generation projects. The company's Rhode Island Energy unit secured 150 MW of renewable energy from a Maine wind project, while its Kentucky utilities are evaluating a 266-MW pumped-storage hydro project and exploring small modular reactors. PPL's $23 billion capital investment plan through 2029 targets 10.3% annual rate-base growth and 6-8% EPS growth.
Netflix stock has pulled back over 40% from its June 2025 record high of $133.91 to around $77, facing challenges including slowing revenue growth (expected 11.7% YoY in Q3), market saturation, negative free cash flow, and tough year-over-year comparisons from 2025 hits. However, the analyst views the pullback as a potential buying opportunity, noting Netflix's reasonable valuation at 21x next year's earnings, 300+ million subscribers, and expected 12% revenue and 22% EPS growth through 2028, though future gains likely won't match the past decade's 670% rally.
PepsiCo is recommended as a top dividend growth stock to buy in September. The company is a Dividend King with 54 years of consecutive dividend increases, currently offering a 4.3% yield. Despite underperforming the S&P 500 and trading down 14.3% over six months, PepsiCo's valuation is attractive relative to peers, making it an appealing opportunity for long-term dividend investors seeking stable income.
Accenture (ACN) is capitalizing on rising enterprise AI adoption with advanced AI bookings nearly doubling year-over-year and strong cash generation of $3.6B in Q3. The company plans $9B in acquisition spending for fiscal 2026 to expand AI and cybersecurity capabilities. However, risks include macro uncertainties affecting discretionary spending and execution challenges from accelerated acquisition activity.
Jack Henry & Associates (JKHY) receives a Superscore of 78/100, driven by record 58 core banking wins in fiscal 2026, $8.44 billion in remaining performance obligations, and 50% growth in faster-payments revenue. However, the stock trades at a stretched P/E of 22.7x, faces margin pressure from rising costs, and has limited AI differentiation. Despite current valuation concerns, analysts project 70% upside potential if the company maintains 7-8% earnings growth.
Amazon stock could potentially reach $600 per share by 2030, turning a $10,000 investment into over $23,000. The growth will be driven primarily by AWS, which is experiencing 37% year-over-year revenue growth and generating 60% of Amazon's operating income despite representing only 21% of revenue. AWS's expansion into AI and cloud computing infrastructure is expected to significantly increase Amazon's overall profit margins.
ServiceTitan stock plummeted 30% on Wednesday despite beating Q2 earnings and sales estimates, with strong AI product demand and raised full-year guidance. The sell-off was triggered by disappointing Q3 sales guidance that fell short of analyst expectations, though the company raised its full-year revenue and operating income targets.
Private equity firms are increasingly using AI to automate workflows. But as AI spending grows, LPs are wondering what they’re getting back.
UBS analyst Dan Leonard maintains Qiagen (NYSE:QGEN) with a Neutral and lowers the price target from $52 to $47.
In this episode of Capital Link’s Trending News Webinar, Mr. Pankaj Khanna, CEO of Heidmar Maritime Holdings (NASDAQ:HMR), joins Nicolas Bornozis, President of Capital Link, to discuss Heidmar’s Q2 performance, growth
Apple unveiled the iPhone 18 lineup, led by Pro models with a 2nm A20 Pro chip, upgraded Siri AI, better battery life and camera features.
https://www.apple.com/apple-events/event-stream/
UBS analyst Jay Sole maintains Children's Place (NASDAQ:PLCE) with a Neutral and lowers the price target from $4 to $3.25.
UBS analyst Doug Schenkel assumes Pacific Biosciences (NASDAQ:PACB) with a Neutral rating and lowers Price Target of $1.35.
Chevron aims to double Venezuela oil production to 600K bpd while driving cost efficiency in U.S. shale and expanding globally.
Apple unveils AirPods 5, Watch Ultra 4 and Series 12 with improved ANC, health tracking and battery life; prices start at $129, $799 and $399.
UBS analyst Lu Li maintains Myriad Genetics (NASDAQ:MYGN) with a Neutral and lowers the price target from $6 to $3.6.
https://www.apple.com/apple-events/event-stream/
UBS analyst Doug Schenkel maintains West Pharmaceutical Servs (NYSE:WST) with a Buy and raises the price target from $340 to $415.
A new, exclusive loyalty relationship launching in the coming months will bring together Delta SkyMiles and World of Hyatt programs to help connect the air and hotel experience for their most loyal customers. Initial
UBS analyst Doug Schenkel maintains Veracyte (NASDAQ:VCYT) with a Buy and raises the price target from $52 to $65.
https://www.bloomberg.com/news/articles/2026-09-09/jefferies-fund-wins-singapore-asset-freeze-against-radiant-world
UBS analyst Mark Carden maintains United Natural Foods (NYSE:UNFI) with a Neutral and raises the price target from $47 to $50.
https://www.apple.com/apple-events/event-stream/
Legal AI startup Harvey has raised $550 million at a $15.5 billion valuation, more than tripling its customer base since March.
UBS analyst Dan Leonard maintains 10x Genomics (NASDAQ:TXG) with a Neutral and raises the price target from $20 to $68.
UBS analyst Josh Silverstein maintains SLB (NYSE:SLB) with a Buy and raises the price target from $66 to $72.