Apple's Smart Home Ambitions Hammer REZI, ARLO and ALLE Stocks: Here's What's Happening
Resideo, Arlo and Allegion led smart home stocks lower Wednesday after a report that Apple is building connected home devices with LG.
Stocks · News reference
Jim Cramer Says SPCX Could Come to Fruition Long Before Tesla After Goldman Sachs Raises Price Target: 'Real Company With Real Numbers'
Jim Cramer praised SpaceX as a real, profitable business, citing AI compute deals and Goldman Sachs’ $230 price target.
Reference Details
Connected Markets
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
- Source
- benzinga
- Observed
- Checked
- Cadence
- Captured once, then retained as an archive reference
- Status
- fresh
Keep reading
Related Headlines
Google's $15 Billion Finland AI Push Hits Roadblock as Regulators Order Halt at 2 Data Centers Pending Environmental Reviews
Finland orders Google to halt construction at two planned data centers pending environmental impact reviews.
'Alphabet’s Isomorphic Labs in Funding Talks for at Least $40 Billion Value' - Bloomberg
https://www.bloomberg.com/news/articles/2026-10-08/alphabet-s-isomorphic-labs-in-funding-talks-for-at-least-40-billion-value
Needham Reiterates Buy on Alphabet, Maintains $450 Price Target
Needham analyst Laura Martin reiterates Alphabet (NASDAQ:GOOGL) with a Buy and maintains $450 price target.
We Are Witnessing the Stock Market Do Something for Only the 3rd Time in 156 Years, and History Is Clear About What Comes Next
The S&P 500's exceptional 21% annual returns since 2022 mirror historical peaks before major market corrections. With the CAPE ratio at 40.5 (only previously seen before the Great Depression and dot-com bubble), the article warns that the AI boom may be unsustainable. Goldman Sachs estimates hyperscalers could spend $1.4 trillion on AI capex by 2028, but this spending may never generate sufficient returns to justify the investment. The article recommends investors take profits and diversify away from AI-exposed stocks rather than timing the market.
Morgan Stanley (MS) Earnings Expected to Grow: Should You Buy?
Morgan Stanley is expected to report Q3 2026 earnings of $2.88 per share with 8.2% revenue growth, but recent analyst revisions and a negative Earnings ESP of -0.20% suggest limited upside surprise potential. Similarly, Goldman Sachs faces headwinds with an -8.71% Earnings ESP despite expected 9% EPS growth, making both stocks difficult earnings-beat candidates despite their strong historical performance.