Current market catalysts

Should You Add Teleflex Stock to Your Portfolio Now?

Teleflex (TFX), a Zacks Rank #2 (Buy) stock, benefits from strong growth in its Vascular business driven by central access demand, hemostatic products, and FDA approval of EZPLAZ. The Interventional platform is expanding through the BIOTRONIK acquisition with promising clinical development of Freesolve. However, foreign exchange sensitivity remains a key concern. The company has improved balance sheet flexibility with net leverage declining to 1.9X following strategic divestitures.

SK Hynix's $720B AI Memory Expansion: Bet on These ETFs to Capture the Boom

SK Hynix plans a historic $720 billion investment through 2034 to triple its high-bandwidth memory (HBM) production capacity, addressing severe AI-driven memory shortages expected to persist through 2027 or longer. The company commands 58% of the global HBM market. Rather than investing directly in the volatile SK Hynix stock, investors can gain diversified exposure through ETFs like DRAM, IXUS, and EWY that hold SK Hynix alongside other AI memory leaders.

Disruptive Technologies ETF (DTEC) Touches New 52-Week High

ALPS Disruptive Technologies ETF (DTEC) reached a new 52-week high, rising 28.3% from its low of $41.99. The surge is driven by strong momentum in AI-driven enterprise software, cybersecurity spending, and easing interest rate expectations. With a positive weighted alpha of 13.30, analysts suggest the ETF may continue its strong performance in the near term.

Should You Add Illumina Stock to Your Portfolio Now?

Illumina (ILMN) raised its 2026 revenue and EPS guidance following a 9.5% year-over-year revenue increase in Q2, driven by strong oncology clinical growth and expanded multiomics offerings. However, the company faces margin pressure from tariffs, freight costs, and memory inflation, with adjusted gross margin declining 120 basis points year-over-year despite manageable leverage and sufficient liquidity.

Will Strong Demand and Pricing Help MU Reach 86% Gross Margin in Q4?

Micron Technology achieved a record 84.9% non-GAAP gross margin in Q3 fiscal 2026, driven by strong AI demand, tight memory supply, and elevated pricing across DRAM and NAND products. The company targets 86% gross margin for Q4 with $50 billion in revenues. Competitors SK Hynix and Sandisk are also benefiting from robust memory pricing, though Micron's exposure to both HBM and broader DRAM demand provides a competitive advantage.

If You Invested $1000 in Kratos a Decade Ago, This is How Much It'd Be Worth Now

A $1,000 investment in Kratos (KTOS) made in August 2016 would be worth $7,216.40 as of August 28, 2026, representing a 621.64% gain, significantly outperforming the S&P 500's 256.42% return. The defense contractor specializes in unmanned aerial systems and serves U.S. Government agencies. While analysts forecast continued upside with a $2.1 billion backlog and recent positive earnings revisions, the company faces headwinds from labor shortages and supply-chain disruptions.

Can Operational Resiliency Protect HCA's Long-Term Profitability?

HCA Healthcare is leveraging its multi-year resiliency program focused on digital transformation and shared services to control unit costs and maintain profitability despite facing a $1.0-$1.2 billion headwind from health insurance exchange disenrollment in 2026. The company achieved flat year-over-year cost per admission in Q2 and targets 4-6% long-term adjusted EBITDA growth. Peers Tenet Healthcare and Universal Health Services are similarly pursuing operational efficiency initiatives.

BA vs. GD: Which Defense Contractor Has Stronger Growth Prospects?

Boeing and General Dynamics are both benefiting from increased global defense spending and military modernization. Boeing's defense revenues rose 13% to $7.48 billion with an $85 billion backlog, while General Dynamics booked $20 billion in orders with a $186.9 billion estimated contract value. However, General Dynamics is recommended as the better investment choice due to its superior debt management (21.89% debt-to-capital vs Boeing's 88.24%) and stronger recent price performance (+4.2% vs -8.6% over six months).

Meta's $18 Billion Settlement Could Reshape Social Media Stocks

Meta agreed to pay approximately $18 billion over 10 years to settle claims that Facebook and Instagram were designed to be addictive to children and teens. The settlement includes stricter youth-safety safeguards but leaves Meta's core advertising model largely intact. The deal may increase regulatory scrutiny of competitors like YouTube, TikTok, and Snap, potentially creating industry-wide standards for youth protection.

If You Invested $1000 in Fortinet 10 Years Ago, This Is How Much You'd Have Now

A $1,000 investment in Fortinet (FTNT) made 10 years ago in August 2016 would be worth $24,198.88 as of August 28, 2026, representing a 2,319.89% gain. This significantly outperformed the S&P 500's 256.42% return over the same period. Fortinet, a cybersecurity leader, reported 2025 revenues of $6.8 billion (up 14% YoY) and raised its 2026 guidance to $8.02-$8.18 billion. The company faces competition from Palo Alto Networks, CyberArk, Qualys, and Cisco.

Is TPR Worth Buying as Coach Growth Meets Kate Spade Execution Risk?

Tapestry Inc. (TPR) presents a mixed investment case with Coach brand driving strong 24% revenue growth and high-single-digit growth expected in fiscal 2027, while Kate Spade continues to struggle with a 10% revenue decline and $27.2 million operating loss. The company expects $7.80-$7.90 EPS in fiscal 2027 with $1.7 billion in capital returns, but trades at a premium valuation that leaves little room for execution errors.

TPR's Fiscal 2027 Outlook Pits Margin Expansion Against Tariff Risk

Tapestry (TPR) projects fiscal 2027 revenues of $8.4-$8.5 billion with mid-single-digit growth, down from 17% prior year growth. The company targets 50 basis points of operating margin expansion despite tariff headwinds, expecting tariffs to be neutral year-over-year. Coach brand remains strong at 86% of revenues with ~36% operating margins, while Kate Spade continues to post operating losses. TPR expects adjusted EPS of $7.80-$7.90, representing low-double-digit growth.

TPR Drops 13.2% in the Past Month. Is This Selloff an Opportunity?

Tapestry (TPR) shares declined 13.2% over the past month despite stronger operating results and rising earnings expectations. Coach brand drove momentum with 15% revenue growth and 2 million new customers, while margins and free cash flow improved significantly. However, Kate Spade's continued losses, tariff uncertainty, and TPR's premium valuation relative to peers limit upside potential. The stock carries a Zacks Rank #3 (Hold) rating, suggesting a wait-and-see approach.

NewtekOne Repositions Earnings Guidance with an Emphasis on Recurring Net Interest Income

NewtekOne announced updated EPS guidance for 2026 ($1.70-$1.80) and 2027 ($2.00-$2.20), reflecting a strategic decision to hold more guaranteed portions of SBA 7(a) loans on its balance sheet rather than selling them. This shift emphasizes net interest income growth over gain-on-sale income, with NII expected to grow from 21% of total revenue in 2025 to 30% or more by late 2026-2027. The company credits its bank subsidiary's strong deposit-gathering capabilities and digital banking platform for enabling this transition.

BABA Investors Have Opportunity to Lead Alibaba Group Holding Limited Securities Fraud Lawsuit with SBS Law

Schall, Brown & Schwartz LLP announces a class action securities fraud lawsuit against Alibaba Group Holding Limited for allegedly making false and misleading statements regarding its control by the Chinese Ministry of Industry and Information and undisclosed AI model distillation activities. The class period spans June 26, 2025 to June 24, 2026, with a deadline of October 5, 2026 for investors to participate.

DVLT Investors Have Opportunity to Lead Datavault AI Inc. Securities Fraud Lawsuit with SBS Law

A class action lawsuit has been filed against Datavault AI Inc. (NASDAQ: DVLT) for securities violations. The company allegedly made false and misleading statements about the value of its AI in corporate partnerships, overstated trading activity on its platform, and suffered reputational harm when ties to a convicted felon were revealed. The class period spans September 4, 2024 to October 30, 2025, with a deadline of October 5, 2026 for investors to participate.

Form 8.3 -DCC plc

State Street Global Advisors & Affiliates disclosed dealings in DCC plc on August 27, 2026, purchasing 130 ordinary shares at €63.90 per unit and selling 83 shares at the same price. Following the transactions, the entity holds 1,096,622 shares representing 1.28374% of the company's relevant securities.

Software-defined Commercial Vehicle Market worth $7.29 billion by 2035 — MarketsandMarkets™

The global software-defined commercial vehicle (SDCV) market is expected to reach USD 7.29 billion by 2035, representing approximately 19x growth from 2030. Growth is driven by centralized computing, electrification, cloud-based fleet management, autonomous driving, and recurring software-based revenue models. Europe and North America lead the market, with trucks growing faster than buses. Major OEMs and technology providers are accelerating development through strategic collaborations and investments in vehicle operating systems and cloud-connected platforms.

Argus Research Maintains Buy on CrowdStrike Holdings, Raises Price Target to $425

Argus Research analyst Joseph Bonner maintains CrowdStrike Holdings (NASDAQ:CRWD) with a Buy and raises the price target from $230 to $425.

BlackBerry Stock Trending as QNX Expands Into Edge AI With Hailo-8 Support

BlackBerry is trending Friday after its QNX unit announced Thursday support for the Hailo-8 AI Accelerator on QNX SDP 8.0.

What's Going on With Salesforce Stock on Friday?

Salesforce stock dipped on Friday due to profit-taking following a historic rally driven by Q2 earnings, raised guidance and Claudeforce.

DA Davidson Maintains Buy on Best Buy Co, Raises Price Target to $95

DA Davidson analyst Michael Baker maintains Best Buy Co (NYSE:BBY) with a Buy and raises the price target from $90 to $95.

DA Davidson Maintains Buy on Build-A-Bear Workshop, Lowers Price Target to $37

DA Davidson analyst Keegan Cox maintains Build-A-Bear Workshop (NYSE:BBW) with a Buy and lowers the price target from $60 to $37.

DA Davidson Maintains Buy on Ulta Beauty, Raises Price Target to $625

DA Davidson analyst Michael Baker maintains Ulta Beauty (NASDAQ:ULTA) with a Buy and raises the price target from $585 to $625.

Dow Gains 100 Points; Chicago PMI Falls In August

US stocks up, Dow gains 100 points, S&P 500 and NASDAQ also rise. Communication services up 1.1%, technology down 0.3%. Chicago Business Barometer dips.

DA Davidson Maintains Neutral on Elastic, Raises Price Target to $100

DA Davidson analyst Lucky Schreiner maintains Elastic (NYSE:ESTC) with a Neutral and raises the price target from $80 to $100.

New Tech Tariff Uncertainty Puts Spotlight On Western Digital

Western Digital stock rose Friday morning as potential semiconductor tariffs on laptops and servers sparked fresh supply chain concerns.

Agenus Says Published Phase 1b Data Showed 21.2-Month Median Overall Survival, 33% Three-Year Overall Survival And 21% Objective Response Rate With Botensilimab Plus Balstilimab In 123 Pretreated MSS Colorectal Cancer Patients

DA Davidson Maintains Buy on Rubrik, Raises Price Target to $115

DA Davidson analyst Rudy Kessinger maintains Rubrik (NYSE:RBRK) with a Buy and raises the price target from $90 to $115.

DA Davidson Maintains Neutral on Workday, Raises Price Target to $190

DA Davidson analyst Lucky Schreiner maintains Workday (NASDAQ:WDAY) with a Neutral and raises the price target from $135 to $190.