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The Social Security cost-of-living adjustment for 2027 is anticipated to be announced on October 14. Projections currently suggest an increase in the range of…
| Firm | Rating | Target |
|---|---|---|
| Jefferies | Buy | $120 |
| Raymond James | Buy | $130 |
| Deutsche Bank | Hold | $113 |
| Signal | What it means | Next check |
|---|---|---|
| CPI-W | The statutory COLA input; July is only one of three deciding months. | August CPI — Sept. 11 |
| Gross benefit | A 3.5% midpoint implies about $73 more monthly for an average retired worker. | Official COLA — Oct. 14 |
| Net benefit | Medicare Part B premiums can absorb part of the headline increase. | Premium notice — autumn |
| Retail read-through | Helpful for nominal budgets, but food, fuel and rent can take the cash first. | WMT Q3 — next earnings |
Picard Medical, Inc. surged 50.2% to $4.82 on Monday. By 12:45 p.m. EDT, 17.5 million shares had changed hands. The rally came after investors…
Q2 delivered higher sales and a positive gross margin. The market is rewarding that turn. The balance sheet still decides how much of the gain can last.
Artificial heart technologyJune cash coverage at the first-half operating cash-use pace.
| Filed shares outstanding, Aug. 17 | 2.339M |
|---|---|
| Implied equity value at $4.48 | $10.48M |
| Q2 net loss | $5.66M |
| Q2 loss / implied equity value | 54.0% |
| Tracked PMI analyst consensus | None |
| Company | Analysts | Consensus | Target |
|---|---|---|---|
| Picard Medical | — | — | — |
| Abbott | 27 | Buy | $119.40 |
| Medtronic | 29 | Buy | $98.44 |
Abbott and Medtronic are broad medtech benchmarks, not direct total-artificial-heart equivalents.
Catalyst: investors are revisiting the August 19 results after revenue rose 39% and gross margin reached 20.9%. Heavy volume amplified the move in a company with a small public float.
The next test: new financing terms. Revenue growth supports the product case, but the cash balance makes dilution, debt access and listing compliance the immediate equity drivers.
Shares of Apple Inc. gained 1.19% to $313.03 early Monday. Online searches for “macrumors” increased as investors monitored potential iPhone 18 launch event announcements.…
| Milestone | Possible timing | Status |
|---|---|---|
| Event invitation | Aug. 25–26 | Estimated |
| iPhone event | Around Sept. 9 | Reported |
| Preorders | Sept. 12 | Estimated |
| Retail launch | Sept. 18 | Estimated |
| Base iPhone 18 family | Spring 2027 | Reported |
| Total revenue | $109.4B |
| Growth | +16.4% |
| iPhone growth | +21.7% |
| Gross margin | 50.1% |
| Consensus | BUY |
| BofA | $380 |
| Redburn | $400 |
| Jefferies | $264 |
Nvidia began the week of earnings with a market value where minimal percentage changes create significant shifts in dollar terms. Shares traded at $215.35,…
Netflix, Inc. began trading on Monday down 0.45%. The drop counters online speculation that Blood Sacrifice boosted the stock by roughly $6 billion following…
The stock opened below its August 20 launch-day close of $80.14. The completed-session tape does not support a post-launch $6 billion gain.
Market value rose $17.49B from August 17 to August 19. After the show launched, capitalization fell $2.62B through Friday.
Consensus: Buy · 51 analysts
| Firm | Call | Target |
|---|---|---|
| J.P. Morgan | Buy | $85 |
| BMO | Buy | $135 |
| DBS | Buy | $94 |
| Baird | Buy | $90 |
Bull case: fresh content supports retention, pricing and an ad business targeting about $3B in 2026 revenue.
Bear case: slower growth and limited title-level evidence leave investors paying about 23 times forward earnings without a clear engagement inflection.
SELLAS Life Sciences Group, Inc. shares built on Friday’s 15.37% surge in premarket trade Monday, rising a further 1.62% to $15.71 at 08:40 EDT.…
| Program | Status | Next event |
|---|---|---|
| GPS / REGAL Phase 3 | 78 of 80 events as of May 11 | 80th event → final analysis |
| SLS009 frontline AML | 28 of 80 patients enrolled | Topline Q4 2026 |
| SLS009 pancreatic | Preclinical | Conference data |
| Consensus | BUY |
| Average target | $32.50 |
| Maxim | $30 |
| Alliance Global | $35 |
U.S. mortgage rates eased for a second straight week, though had little effect on borrowing costs. The average 30-year fixed mortgage rate dropped by…
Mortgage rates fell again, but the borrower saving remains too small to unlock broad refinancing. Rocket's $2 trillion servicing book preserves the upside if rates move farther.
| Metric | Q2 2026 | Investor signal |
|---|---|---|
| Closed mortgage volume | $49.1B | Scale amplifies volume shifts |
| Refinance market share | 14.3% | Record level |
| Servicing portfolio | $2.0T | 9.1 million recapture opportunities |
| Adjusted EBITDA | $766M | Most profitable quarter in four years |
| Total liquidity | $11.2B | Balance-sheet flexibility |
| Firm | Rating | Target | Latest action | Upside from $14.00 |
|---|---|---|---|---|
| RBC Capital | Sector Perform | $16 | Raised Aug. 12 | 14.3% |
| Keefe, Bruyette & Woods | Outperform | $19 | Cut Aug. 10 | 35.7% |
| JPMorgan | Neutral | $14 | Cut Aug. 7 | 0.0% |
| Benchmark | Buy | $19 | Cut Aug. 7 | 35.7% |
| Stephens | Overweight | $20 | Cut Aug. 7 | 42.9% |
Shares of Applied Optoelectronics, Inc. dropped 12.1% ahead of Monday’s session after the company announced a new $600 million at-the-market equity offering. At $109.68,…
| Shares outstanding | 84.91M |
| $600M / $109.68 | 5.47M shares |
| Potential count increase | 6.4% |
| ATM / Friday market cap | 5.7% |
| Value loss / ATM size | 2.14× |
| Metric | Result |
|---|---|
| Revenue | $191.9M · +86% |
| Data-center sales | $107.7M · +140% |
| GAAP margin | 27.7% · -2.6 pts |
| GAAP net loss | $22.8M |
| Stock | Move |
|---|---|
| AAOI | -12.13% |
| COHR | -4.39% |
| LITE | -4.47% |
| Call | Target |
|---|---|
| Rosenblatt · Buy | $220 |
| Needham · Buy | $190 |
| Raymond James · Buy | $178 |
| Northland · Hold | $120 |
| B. Riley · Hold | $109 |
Citigroup Inc. starts the week facing a rare dilemma over its capital allocation. The bank's $30 billion repurchase approval is now comparable to the…
Bar labels show buyback as a share of each regional’s market value. Values exclude takeover premiums, credit marks and integration costs. No target has confirmed talks.
| Metric | Reading | Signal |
|---|---|---|
| CET1 | 12.8% | 120bp above 11.6% requirement |
| Tangible book/share | $100.89 | 1.30× at Friday close |
| Q2 revenue | $24.8bn | +14% year on year |
| Q2 net income | $5.8bn | +45% year on year |
| Analyst ratings | 16 Buy / 5 Hold | 0 Sell |
Shares of City Chic Collective Limited rose as much as 23.3% on Monday after the plus-size apparel retailer almost doubled its underlying earnings. The…
DraftKings Inc. is providing new users with $150 in bonus bets on a $5 bet as football season begins. The headline value of this…
| Metric | Q2 2026 | YoY |
|---|---|---|
| Revenue | $1.443B | −4.6% |
| Marketing | $322.5M | +38.3% |
| Sports margin | 6.8% | −190 bps |
| Adj. EBITDA | $114.6M | −61.9% |
| Company | Forward P/E | Price / sales | 52-week move |
|---|---|---|---|
| DraftKings | 47.60× | 2.09× | −42.67% |
| MGM Resorts | 24.69× | 0.62× | +20.46% |
| Flutter | 16.88× | 1.04× | −65.16% |
| PENN | 11.73× | 0.33× | −0.13% |
NVIDIA Corporation starts earnings week as options markets price in a potential valuation change of about $312 billion. This represents a 6% shift based…
| Metric | Q2 FY26 | Q2 FY27 est. | Growth |
|---|---|---|---|
| Revenue | $46.7B | $92.16B | +97% |
| Adjusted EPS | $1.05 | $2.09 | +99% |
| Data Center | $41.1B | $85.67B | +108% |
| Data Center mix | 88% | 93% | +5 pts |
| Firm | View | Target | Upside |
|---|---|---|---|
| BMO | Outperform | $340 | 58% |
| RBC | Outperform | $300 | 40% |
| Morgan Stanley | Overweight | $288 | 34% |
| Oppenheimer | Outperform | $265 | 23% |
| Stifel | Buy | $282 | 31% |
Rates rose as expectations stayed high.
The semiconductor index lost about 5% last week. Nvidia fell every session as long-bond yields climbed. Friday’s reported server-price increase now adds an input-cost question before earnings.
Home Depot Inc. beat quarterly forecasts but still lost 0.96% last week. The stock closed Friday at $335.61, leaving its market value near $336.0…
NYSE:HD · Weekend investor dashboard
Sales and profit beat estimates, but customer traffic fell 1%. A $730 million tariff refund materially cushioned product costs, while large-project demand remained weak.
| Metric | Reported | Change |
|---|---|---|
| Sales | $47.86B | +5.7% |
| Net earnings | $4.77B | +3.7% |
| Comparable sales | +1.7% | +0.7 pt |
| Transactions | −1.0% | Soft |
| Average ticket | $92.50 | +2.8% |
| Online sales | +11% | Double-digit |
| Firm | Rating | Target | Upside |
|---|---|---|---|
| Guggenheim | Buy | $425 | 26.6% |
| UBS | Buy | $420 | 25.1% |
| Evercore ISI | Outperform | $400 | 19.2% |
| Goldman Sachs | Buy | $377 | 12.3% |
| RBC Capital | Sector Perform | $342 | 1.9% |
Vistra Corp. dropped 8.05% over the week, even as analysts issued four new positive calls. Shares of the power producer finished Friday at $136.21,…
NYSE:VST · Weekend investor dashboard
Vistra’s operations strengthened, but the stock traded as a long-duration AI-power asset. A sharp rise in Treasury yields compressed the valuation faster than analysts could lift targets.
| Firm | Rating | Target | Upside |
|---|---|---|---|
| Morgan Stanley | Overweight | $227 | 66.7% |
| DBS | Buy | $216 | 58.6% |
| TD Cowen | Buy | $221 | 62.2% |
| BNP Paribas | Outperform | $255 | 87.2% |
| Goldman Sachs | Buy | $206 | 51.2% |
Tesla Inc. stock climbed 5.14% on Friday following Nevada’s approval of commercial robotaxi operations in Clark County. The license enables as many as 5,000…
Nevada replaced a narrow interim limit with commercial authority for up to 5,000 Tesla robotaxis. The permit removes a regulatory bottleneck. The next valuation test is deployment: inspections, insurance and fare filings still come before paid rides.
| Firm | Call | Target | Vs. close |
|---|---|---|---|
| GLJ Research | Sell | $24.86 | -93.1% |
| Jefferies | Hold | $350 | -3.5% |
| TD Cowen | Buy | $460 | +26.8% |
| Stifel | Buy | $491 | +35.3% |
Vista Energy, S.A.B. de C.V. gave back roughly two-thirds of its Peter Thiel-fueled Monday surge by Friday. The decline occurred despite Brent crude rising…
| Metric | Result |
|---|---|
| Production | 156,061 boe/d · +32% YoY |
| Revenue | $1.154B · +89% YoY |
| Adjusted EBITDA | $805M · +99% YoY |
| Lifting cost | $4.50/boe |
| Net leverage | 1.41× |
| 2026 production guide | 158,000 boe/d |
$72.16 is the first test. A close above Monday’s level would restore the Thiel-driven breakout. Persistent weakness while Brent holds firm would shift attention toward capital spending, integration and Argentine country risk.
