We Are Stock index futures were mixed in premarket trading Thursday as investors assessed the latest corporate developments. Here are the four stocks to watch on the day: BlackRock ( BLK ) rose 0.35% in premarket trading after the asset manager filed a preliminary prospectus on Monday for an exchange-traded fund that would track the Nasdaq 100 Index. The move positions BlackRock to compete with In...
We Are Stock index futures were mixed in premarket trading Thursday as investors assessed the latest corporate developments. Here are the four stocks to watch on the day: BlackRock ( BLK ) rose 0.35% in premarket trading after the asset manager filed a preliminary prospectus on Monday for an exchange-traded fund that would track the Nasdaq 100 Index. The move positions BlackRock to compete with Invesco’s near monopoly on ETFs tracking the tech-heavy index. The yet-to-be-launched ETF, expected to trade under the IQQ ticker symbol, seeks to track the performance of the 100 largest domestic and international non-financial companies listed on the Nasdaq Stock Market based on market capitalization. United Parcel Service ( UPS ) slipped 0.34% before the opening bell after the package giant reached an agreement with the International Brotherhood of Teamsters to cap the number of severance packages it can offer. The settlement limits total severance payments to 7,500 drivers across all job classifications nationwide, following union pushback over UPS’s voluntary driver buyout program. Petrobras ( PBR ) fell 0.78% in premarket trade after Brazil’s ANP oil regulator announced it has launched an inspection into the state-run oil company’s auctions of liquefied petroleum gas on suspicions of price gouging. Brazilian President Luiz Inacio Lula da Silva said earlier in the day that he would seek to annul an auction at which Petrobras sold LPG at prices he characterized as too high due to the Middle East war. Goldman Sachs ( GS ) edged up 0.10% in premarket trading after the bank said on Monday that its private credit fund was the only non-traded business development company in the peer group that saw repurchase requests below the standard 5% quarterly cap during the first quarter. GS Credit estimated that its redemptions totaled 17,281,858 shares, or just under 5% of shares outstanding as of December 31, 2025. More related stories UPS: Rising Oil Prices Reveal How Fragile The Car...
Matt Miskin, co-chief investment strategist at Manulife John Hancock Investments, says investors are looking to the dips to add to equities here as he examines market sentiment surrounding the Iran war. (Source: Bloomberg)
Matt Miskin, co-chief investment strategist at Manulife John Hancock Investments, says investors are looking to the dips to add to equities here as he examines market sentiment surrounding the Iran war. (Source: Bloomberg)
With the distraction of battling Paramount Skydance ( PSKY ) for control of Warner Bros. ( WBD ) behind it, Netflix ( NFLX ) can now focus on its “strategic roadmap” of capital allocation towards content, including more live events, and returning capital to shareholders. With a more positive risk/reward and in respect to Netflix’s ( NFLX ) content slate, Goldman Sachs upgrades the stock to Buy fro...
With the distraction of battling Paramount Skydance ( PSKY ) for control of Warner Bros. ( WBD ) behind it, Netflix ( NFLX ) can now focus on its “strategic roadmap” of capital allocation towards content, including more live events, and returning capital to shareholders. With a more positive risk/reward and in respect to Netflix’s ( NFLX ) content slate, Goldman Sachs upgrades the stock to Buy from Neutral and lifts its price target by 20% to $120, representing 26% upside to current levels. Goldman Sachs analyst Eric Sheridan argues that Netflix ( NFLX ) should achieve double-digit revenue growth over the next three to four years thanks to its advertising business—expected to grow to ~$9.5B by 2030—and increased subscription prices. Sheridan also sees Netflix ( NFLX ) achieving 250 basis points of annual GAAP operating income margin expansion over the next three years, supported by cost discipline, including “moderate” spending on content. Finally, with the pursuit of Warner Bros. ( WBD ) over, Netflix ( NFLX ) can begin returning capital to shareholders with the likelihood that 20% to 25% of its market cap will go back to investors over the next five years. Sheridan joins a majority of Wall Street analysts and Seeking Alpha authors who view Netflix ( NFLX ) as a Buy. Seeking Alpha’s Quant rating, however, gives the stock a Hold rating with a Quant score of 3.23 out of 5. Netflix ( NFLX ) reports first-quarter results after the market close on April 16, expected to have earned a non-GAAP profit of $0.77 per share on $12.17B in revenue. More on Netflix Netflix: Three Reasons To Expect An Earnings Beat Netflix: Still A Good Showing But Be Ready To Bail When The Economy Contracts Netflix Q1 Preview: The Generational Buying Opportunity Is Here Writers Guild, studios strike tentative deal to avert another Hollywood shutdown ‘Super Mario Galaxy’ powers box office to $195M weekend
In this article ORCL Follow your favorite stocks CREATE FREE ACCOUNT The Oracle headquarters in Austin, Texas, on April 24, 2024. Brandon Bell | Getty Images Oracle on Monday appointed Hilary Maxson as chief financial officer, tapping an executive with experience in infrastructure and energy to steer its efforts to meet surging demand for artificial intelligence and cloud services. The appointmen...
In this article ORCL Follow your favorite stocks CREATE FREE ACCOUNT The Oracle headquarters in Austin, Texas, on April 24, 2024. Brandon Bell | Getty Images Oracle on Monday appointed Hilary Maxson as chief financial officer, tapping an executive with experience in infrastructure and energy to steer its efforts to meet surging demand for artificial intelligence and cloud services. The appointment comes as the technology company has been taking on a heavy debt load to fuel its massive AI infrastructure spending. Maxson, whose appointment is effective immediately, had served as group CFO at Schneider Electric , an energy management and automation company with over $45 billion in annual revenue, Oracle said. Maxson said she aimed to ensure continued disciplined investment for creating lasting value for both customers and shareholders. Doug Kehring, who served as Oracle's Principal Financial Officer for the past six months, will step down following the new appointment and will return to focusing on the company's go-to-market operations. Maxson, 48, will receive an annual base salary of $950,000 and will be eligible for a performance-based bonus with a target of $2.5 million, Oracle said in a regulatory filing. Shares of the company were up 0.4% in premarket trading. They have fallen about 25% so far this year. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
Bet_Noire/iStock via Getty Images Exxon Mobil ( XOM ) has gained 42.4% since my last report , in which I rated the stock a buy. Obviously, the buy rating has worked out extremely well, but the reality is also that I did not have a war with Iran on my bingo card for 2026. While the share price movement following the war is not completely unexpected, we also have to assess whether the stock price is...
Bet_Noire/iStock via Getty Images Exxon Mobil ( XOM ) has gained 42.4% since my last report , in which I rated the stock a buy. Obviously, the buy rating has worked out extremely well, but the reality is also that I did not have a war with Iran on my bingo card for 2026. While the share price movement following the war is not completely unexpected, we also have to assess whether the stock price is in any way or form supported by fundamentals. In this report, I discuss why I believe Exxon Mobil remains a buy, but only when a premium to the valuation multiples is applied. Escalation Is Closer Than De-Escalation, And That Is Good For Oil In The Short Term The situation in the Middle East has sent oil prices up 70%. President Trump and other members of the administration have emphasized that the war could be concluded relatively soon. That eased the concerns of investors. However, after President Trump played with the idea of bombing oil facilities during an address , the market again became more downbeat, and oil prices went up again: We could hit it and it would be gone… and there’s not a thing they could do about it To me it seems to be more of a warning to Iran to open the Strait of Hormuz with no direct intention of hitting energy and oil facilities. However, Iran has not budged while the extended deadline ending on the 6 th of April for the pause on hitting energy facilities is closing in. That has the market nervous, as it could force the US to start bombing oil facilities, which ultimately could send oil prices structurally higher to a point where a prolonged economic downturn becomes inevitable. That concern is now much bigger than the concern of a ground war, which would indicate a costly, prolonged war. An LHA (Landing Helicopter Assault) ship has arrived in the region, which can be used for a ground war, and we have seen some increased movement of military ground equipment. So, right now two escalating cards seem to be on the table, namely energy infrastruct...
Amazon, Microsoft and Alphabet's Google have each recently abandoned construction of multibillion-dollar data centers over community opposition and now the companies are coming under shareholder pressure over the environmental impact of their projects. More than a dozen investors are cranking up the heat on companies ahead of annual shareholder meetings this spring, seeking more data on the tech...
Amazon, Microsoft and Alphabet's Google have each recently abandoned construction of multibillion-dollar data centers over community opposition and now the companies are coming under shareholder pressure over the environmental impact of their projects. More than a dozen investors are cranking up the heat on companies ahead of annual shareholder meetings this spring, seeking more data on the tech giants' water usage and conservation efforts as they seek to expand their computing power, according to interviews with Reuters. Trillium Asset Management, a Boston-based firm with more than $4 billion in assets under management, filed a resolution with Alphabet in December seeking clarity on how it will meet existing climate goals given the surging energy needs of its data centers, Andrea Ranger, director of shareholder advocacy, said in an interview.
OSI Systems ( OSIS ) on Monday said it has received a multi-year award valued at more than $40 million to supply electronic sub-assemblies for a medical device manufacturer. The company said the components will be used in the customer’s medical device platforms, under the contract awarded to its optoelectronics and manufacturing division. OSIS +0.46% premarket to $269.37. Source: Press Release Mor...
OSI Systems ( OSIS ) on Monday said it has received a multi-year award valued at more than $40 million to supply electronic sub-assemblies for a medical device manufacturer. The company said the components will be used in the customer’s medical device platforms, under the contract awarded to its optoelectronics and manufacturing division. OSIS +0.46% premarket to $269.37. Source: Press Release More on OSI Systems OSI Systems, Inc. (OSIS) Presents at JPMorgan Industrials Conference 2026 Transcript OSI Systems, Inc. (OSIS) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript OSI Systems, Inc. (OSIS) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript OSI Systems outlines 10–13% EPS growth for fiscal 2026 while expanding RF and security operations OSI Systems Q2 2026 Earnings Preview
US equity futures edged higher and crude oil slipped as investors focused on signs of a potential diplomatic push toward a ceasefire in the Iran war. President Donald Trump extended a deadline to Tuesday for Tehran to reopen the Strait of Hormuz. While only a limited number of ships are reported to be passing through, the US, Iran and regional mediators are said to be discussing terms for a possib...
US equity futures edged higher and crude oil slipped as investors focused on signs of a potential diplomatic push toward a ceasefire in the Iran war. President Donald Trump extended a deadline to Tuesday for Tehran to reopen the Strait of Hormuz. While only a limited number of ships are reported to be passing through, the US, Iran and regional mediators are said to be discussing terms for a possible truce. S&P 500 futures rose 0.1% as of 8:38 a.m. in New York, while contracts on the Nasdaq 100 advanced 0.4%. Meanwhile, crude oil prices are slightly lower from Friday’s close. The Organization of the Petroleum Exporting Countries, or OPEC+, warned Sunday that damage to Middle East energy infrastructure could have lasting effects on supply even after the conflict ends, as the group approved a largely symbolic increase in output quotas for next month. Brent crude has gained almost 80% and WTI is up more than 90% since the start of the year. History suggests sustained oil shocks carry significant downside risks for equities. When crude prices surge more than 60% and remain elevated for several weeks, the S&P 500 Index has historically declined at least 20%, and sometimes more, according to data compiled by Matt Maley , chief market strategist at Miller Tabak + Co. US stocks may be bottoming out , according to Morgan Stanley, which recommends starting to add exposure, especially in cyclical sectors and high-quality growth names. “We believe the S&P 500 is carving out a low and think it makes sense to start adding length in cyclical and quality growth trades where earnings remain strong, valuation has compressed, and sentiment is negative,” strategists including Michael Wilson wrote in a note. Positioning data points to a tentative shift in sentiment. In the week through quarter-end Tuesday, institutional investors were moderate buyers of US equities, with flows at 1.2 standard deviations above average — the first net buying in five weeks — following heavier selling throug...