https://www.openbell.ai/ 2026-10-02T14:53:59.716Z hourly 1.0 https://www.openbell.ai/support 2026-10-02T14:53:59.716Z monthly 0.7 https://www.openbell.ai/privacy 2026-10-02T14:53:59.716Z monthly 0.5 https://www.openbell.ai/terms 2026-10-02T14:53:59.716Z monthly 0.5 https://www.openbell.ai/feed.json 2026-10-02T14:53:59.716Z hourly 0.8 https://www.openbell.ai/news/MBX:1790952816538 2026-10-02T14:53:36.538Z daily 0.9 https://cdn.brandfetch.io/MBX/w/400/h/400?c=1idopYfmtR7ZKg8QMud MBX Biosciences shares are trading higher after Guggenheim maintained a Buy rating on the stock and raised its price target from $88 to $150. openbell Financial News https://www.openbell.ai/news/AKTS:1790952629116 2026-10-02T14:50:29.116Z daily 0.9 https://cdn.brandfetch.io/AKTS/w/400/h/400?c=1idopYfmtR7ZKg8QMud Wedbush Reiterates Outperform on Aktis Oncology, Maintains $35 Price Target Wedbush analyst David Nierengarten has reiterated an 'Outperform' rating on Aktis Oncology (NASDAQ: AKTS) and has maintained a price target of $35 for the stock. https://www.openbell.ai/news/ARES:1790952577433 2026-10-02T14:49:37.433Z daily 0.9 https://cdn.brandfetch.io/ARES/w/400/h/400?c=1idopYfmtR7ZKg8QMud Ares Management shares are trading higher after Wells Fargo initiated coverage on the stock with an Overweight rating and announced a $136 price target. openbell Financial News https://www.openbell.ai/news/STTK:1790952525895 2026-10-02T14:48:45.895Z daily 0.9 https://cdn.brandfetch.io/STTK/w/400/h/400?c=1idopYfmtR7ZKg8QMud Wedbush Maintains Outperform on Shattuck Labs, Raises Price Target to $14 Wedbush analyst David Nierengarten has maintained an 'Outperform' rating on Shattuck Labs (NASDAQ: STTK) and increased the price target from $11 to $14. https://www.openbell.ai/news/ALGM:1790952488002 2026-10-02T14:48:08.002Z daily 0.9 https://cdn.brandfetch.io/ALGM/w/400/h/400?c=1idopYfmtR7ZKg8QMud Allegro MicroSystems shares are trading higher after RBC Capital initiated coverage on the stock with an Outperform rating and announced a $50 price target. openbell Financial News https://www.openbell.ai/news/APLD:1790952464221 2026-10-02T14:47:44.221Z daily 0.9 https://cdn.benzinga.com/files/images/story/2026/10/02/Display-Of-Stock-Market-Quotes.jpg?width=250&height=187 Applied Digital, Bitdeer Technologies, ON Semiconductor And Other Big Stocks Moving Higher On Friday Applied Digital Corp (NASDAQ: APLD) shares increased by 9.8% to $26.54 after the company announced the addition of 75 MW of AI infrastructure at its Polaris Forge 1 campus, completing a total of 150 MW across three data halls. The Dow Jones index rose over 300 points on the same day. Additionally, ON Semiconductor Corp (NASDAQ: ON) saw a 4.1% rise to $83.39 following its announcement to acquire Synaptics for $123 per share. https://www.openbell.ai/news/PL:1790952416861 2026-10-02T14:46:56.861Z daily 0.9 https://cdn.brandfetch.io/PL/w/400/h/400?c=1idopYfmtR7ZKg8QMud Planet Labs shares are trading higher after the company announced the launch of 20 satellites. openbell Financial News https://www.openbell.ai/news/EW:1790952362939 2026-10-02T14:46:02.939Z daily 0.9 https://cdn.benzinga.com/files/images/story/2026/10/02/Doctors--Tablet-And-People-With-Discussi.jpg?width=250&height=187 Edwards Lifesciences Secures FDA Approval for First Expandable Pediatric Heart Valve Edwards Lifesciences Corp. has received FDA approval for its AUTUS Size-Adjustable Valve, the first expandable heart valve designed for pediatric patients with congenital heart disease. The valve, which can expand from 13 to 22 millimeters, aims to reduce the need for multiple open-heart surgeries and has shown a 100% success rate in clinical trials involving 62 patients. Following the announcement, Edwards Lifesciences' stock rose by 1.05%, trading at $86.08. https://www.openbell.ai/news/FHTX:1790952353095 2026-10-02T14:45:53.095Z daily 0.9 https://cdn.brandfetch.io/FHTX/w/400/h/400?c=1idopYfmtR7ZKg8QMud Wedbush Downgrades Foghorn Therapeutics to Neutral, Lowers Price Target to $2 Wedbush analyst Robert Driscoll has downgraded Foghorn Therapeutics (NASDAQ: FHTX) from an Outperform rating to Neutral. Additionally, the price target for the stock has been significantly reduced from $10 to $2. https://www.openbell.ai/news/GLW:1790952130271 2026-10-02T14:42:10.271Z daily 0.9 https://cdn.brandfetch.io/GLW/w/400/h/400?c=1idopYfmtR7ZKg8QMud Truist Securities Maintains Buy on Corning, Raises Price Target to $182 Truist Securities analyst Matthew Niknam has maintained a 'Buy' rating on Corning (NYSE: GLW) and raised the price target from $175 to $182. This adjustment reflects a positive outlook for the company's stock performance. https://www.openbell.ai/news/SUGP:1790952056092 2026-10-02T14:40:56.092Z daily 0.9 https://cdn.brandfetch.io/SUGP/w/400/h/400?c=1idopYfmtR7ZKg8QMud SU Group Holdings shares are trading lower after the company announced a 1-for-6 reverse stock split, effective October 7. openbell Financial News https://www.openbell.ai/news/QQQ:1790952017779 2026-10-02T14:40:17.779Z daily 0.9 https://cdn.benzinga.com/files/images/story/2026/10/02/Benzinga-Quick-Spark.jpg?width=250&height=187 QUICK SPARK: Nasdaq 100 Rallies to All-Time Highs as Fed Hike Bets Cool The Nasdaq 100, tracked by the Invesco QQQ Trust (NASDAQ: QQQ), reached an all-time high of approximately 30,957 points, rising 1.3% and surpassing its previous record close of 30,732.40 set on September 22. The index has gained 22.4% in 2026. This rally followed a weaker-than-expected jobs report, which indicated that the U.S. economy added only 29,000 jobs in September, significantly below the anticipated 90,000, leading to a decrease in the likelihood of an October Federal Reserve rate hike from nearly 70% to 18%. https://www.openbell.ai/news/CABO:1790951980372 2026-10-02T14:39:40.372Z daily 0.9 https://cdn.brandfetch.io/CABO/w/400/h/400?c=1idopYfmtR7ZKg8QMud Cable One shares are trading higher after the company announced it is in advanced talks with GTCR, existing lenders and private credit firms on financing transactions to address capital needs and strengthen its capital structure. openbell Financial News https://www.openbell.ai/news/ON:1790951927891 2026-10-02T14:38:47.891Z daily 0.9 https://cdn.brandfetch.io/ON/w/400/h/400?c=1idopYfmtR7ZKg8QMud Wells Fargo Maintains Overweight on ON Semiconductor, Raises Price Target to $100 Wells Fargo analyst Joe Quatrochi has maintained an Overweight rating on ON Semiconductor (NASDAQ: ON) and raised the price target from $85 to $100. This adjustment reflects a positive outlook for the company's performance in the market. https://www.openbell.ai/news/EOLS:1790951890131 2026-10-02T14:38:10.131Z daily 0.9 https://cdn.brandfetch.io/EOLS/w/400/h/400?c=1idopYfmtR7ZKg8QMud FDA Release Letter Date Sept. 28: Sends Letter To Evolus, Terms Co.'s Claims About JEUVEAU As Misleading On September 28, the FDA sent a letter to Evolus, stating that the company's claims regarding its product JEUVEAU were misleading. This communication could potentially impact Evolus's market position and credibility. The stock ticker for Evolus is EOLS. https://www.openbell.ai/news/S:1790951871500 2026-10-02T14:37:51.500Z daily 0.9 https://cdn.brandfetch.io/S/w/400/h/400?c=1idopYfmtR7ZKg8QMud TD Cowen Maintains Buy on SentinelOne, Raises Price Target to $29 TD Cowen analyst Shaul Eyal has maintained a Buy rating on SentinelOne (NYSE: S) and increased the price target from $26 to $29. This adjustment reflects the firm's positive outlook on the company's performance. https://www.openbell.ai/news/FEAM:1790951750940 2026-10-02T14:35:50.940Z daily 0.9 https://cdn.brandfetch.io/FEAM/w/400/h/400?c=1idopYfmtR7ZKg8QMud 5E Advanced Materials shares are trading higher after the company announced it completed the acquisition of Searles Valley Minerals through a court-supervised sale process under Section 363 of the U.S. Bankruptcy Code. openbell Financial News https://www.openbell.ai/news/DXST:1790951530405 2026-10-02T14:32:10.405Z daily 0.9 https://cdn.brandfetch.io/DXST/w/400/h/400?c=1idopYfmtR7ZKg8QMud Decent Holding shares are trading lower after the company announced pricing of $1.23 million follow-on offering. openbell Financial News https://www.openbell.ai/news/UBS:1790951479631 2026-10-02T14:31:19.631Z daily 0.9 https://cdn.brandfetch.io/UBS/w/400/h/400?c=1idopYfmtR7ZKg8QMud 'UBS Confronts Swiss Exit or Stay-and-Pay as Capital Defeat Nears' - Bloomberg UBS is facing a critical decision regarding its future in Switzerland as it approaches a significant capital defeat. The bank is weighing the options of either exiting the Swiss market or adopting a 'stay-and-pay' strategy. This situation arises amid ongoing challenges that could impact UBS's operational strategy and financial stability. https://www.openbell.ai/news/BETR:1790951453014 2026-10-02T14:30:53.014Z daily 0.9 https://cdn.brandfetch.io/BETR/w/400/h/400?c=1idopYfmtR7ZKg8QMud Better Home & Finance shares are trading higher after Cantor Fitzgerald upgraded the stock from Neutral to Overweight rating and maintained the price target at $16. openbell Financial News https://www.openbell.ai/news/FHTX:1790951388393 2026-10-02T14:29:48.393Z daily 0.9 https://cdn.brandfetch.io/FHTX/w/400/h/400?c=1idopYfmtR7ZKg8QMud Foghorn Therapeutics shares are trading lower after multiple analyst firms lowered their respective price targets on the stock. openbell Financial News https://www.openbell.ai/news/SYNA:1790951387206 2026-10-02T14:29:47.206Z daily 0.9 https://cdn.brandfetch.io/SYNA/w/400/h/400?c=1idopYfmtR7ZKg8QMud Wells Fargo Downgrades Synaptics to Equal-Weight, Lowers Price Target to $123 Wells Fargo analyst Joe Quatrochi has downgraded Synaptics (NASDAQ: SYNA) from Overweight to Equal-Weight. The price target for the stock has been reduced from $140 to $123. https://www.openbell.ai/news/NNBR:1790951291501 2026-10-02T14:28:11.501Z daily 0.9 https://cdn.brandfetch.io/NNBR/w/400/h/400?c=1idopYfmtR7ZKg8QMud NN Inc. shares are trading higher after the company announced a $50 million net private placement of common stock and pre-funded warrants. openbell Financial News https://www.openbell.ai/news/LQDA:1790951260981 2026-10-02T14:27:40.981Z daily 0.9 https://cdn.brandfetch.io/LQDA/w/400/h/400?c=1idopYfmtR7ZKg8QMud Wells Fargo Downgrades Liquidia to Equal-Weight, Lowers Price Target to $30 Wells Fargo analyst Benjamin Burnett has downgraded Liquidia (NASDAQ: LQDA) from Overweight to Equal-Weight. The price target for the company's stock has been significantly reduced from $108 to $30. https://www.openbell.ai/news/VLO:1790951191170 2026-10-02T14:26:31.170Z daily 0.9 https://cdn.brandfetch.io/VLO/w/400/h/400?c=1idopYfmtR7ZKg8QMud Shares of oil refining and marketing companies are trading lower after G7 governments agreed to release up to 100 million barrels combined of diesel fuel and crude, which will ease shortages and squeeze refining margins. openbell Financial News https://www.openbell.ai/news/CI:1790951189400 2026-10-02T14:26:29.400Z daily 0.9 https://cdn.brandfetch.io/CI/w/400/h/400?c=1idopYfmtR7ZKg8QMud Piper Sandler Maintains Overweight on Cigna Group, Raises Price Target to $370 Piper Sandler analyst Jessica Tassan has maintained an Overweight rating on Cigna Group (NYSE: CI) and raised the price target from $346 to $370. This adjustment reflects a positive outlook on the company's performance. https://www.openbell.ai/news/IQMX:1790951174362 2026-10-02T14:26:14.362Z daily 0.9 https://cdn.brandfetch.io/IQMX/w/400/h/400?c=1idopYfmtR7ZKg8QMud TD Cowen Initiates Coverage On IQM Quantum Computers with Buy Rating TD Cowen analyst Krish Sankar has initiated coverage on IQM Quantum Computers (NASDAQ: IQMX) with a Buy rating. This marks a positive outlook for the company as it enters the market under new analyst coverage. https://www.openbell.ai/news/FHTX:1790951005182 2026-10-02T14:23:25.182Z daily 0.9 https://cdn.brandfetch.io/FHTX/w/400/h/400?c=1idopYfmtR7ZKg8QMud TD Cowen Downgrades Foghorn Therapeutics to Hold TD Cowen analyst Yaron Werber has downgraded Foghorn Therapeutics (NASDAQ: FHTX) from a Buy rating to Hold. This change reflects a shift in the firm's outlook on the company's performance. https://www.openbell.ai/news/PLTR:1790950997265 2026-10-02T14:23:17.265Z daily 0.9 https://cdn.benzinga.com/files/images/story/2026/10/02/Apex--North-Carolina---October-27-2025-P.jpg?width=250&height=187 Palantir Stock Rises on Armada Deal for Air-Gapped Sovereign AI Palantir Technologies Inc. (NASDAQ: PLTR) shares rose after the company announced a partnership with Armada to enhance sovereign AI infrastructure, combining Palantir's Sovereign AI Operating System with Armada's modular data centers. This collaboration aims to enable governments and enterprises to deploy AI models in secure, air-gapped environments. Palantir's upcoming earnings report is expected to show an EPS of 37 cents on revenue of $2 billion, compared to $1.18 billion a year earlier. Currently, the stock is trading at $192.54, reflecting a 1.32% increase. https://www.openbell.ai/news/DSGN:1790950981451 2026-10-02T14:23:01.451Z daily 0.9 https://cdn.brandfetch.io/DSGN/w/400/h/400?c=1idopYfmtR7ZKg8QMud Wells Fargo Initiates Coverage On Design Therapeutics with Overweight Rating, Announces Price Target of $26 Wells Fargo analyst Tianqi Hang has initiated coverage on Design Therapeutics (NASDAQ: DSGN) with an Overweight rating. The analyst has set a price target of $26 for the company's stock. https://www.openbell.ai/news/CBLL:1790950854288 2026-10-02T14:20:54.288Z daily 0.9 https://cdn.brandfetch.io/CBLL/w/400/h/400?c=1idopYfmtR7ZKg8QMud TD Cowen Maintains Buy on CeriBell, Raises Price Target to $33 TD Cowen analyst Joshua Jennings has maintained a Buy rating on CeriBell (NASDAQ: CBLL) and increased the price target from $29 to $33. https://www.openbell.ai/news/BE:1790950576707 2026-10-02T14:16:16.707Z daily 0.9 https://cdn.benzinga.com/files/images/story/2026/10/02/Bloom-Energy.jpg?width=250&height=187 Bloom Energy Stock Jumps as RBC Capital Highlights 5GW Virginia Policy Opportunity Bloom Energy Corp. (NYSE: BE) shares rose 3.83% to $288.21 following RBC Capital's reiteration of its Outperform rating and a price target of $335. The firm highlighted the 2026 Virginia Energy Plan, which supports the deployment of up to 5 gigawatts of non-combustion gas resources, favoring fuel cells as a preferred technology for reliability needs. The plan aims for a net-zero power sector by 2050 and emphasizes cleaner energy solutions. https://www.openbell.ai/news/USO:1790950408840 2026-10-02T14:13:28.840Z daily 0.9 https://cdn.brandfetch.io/USO/w/400/h/400?c=1idopYfmtR7ZKg8QMud 'G7 to Release Up to 100M of Barrels of Diesel and Oil'- Bloomberg The G7 countries are set to release up to 100 million barrels of diesel and oil in an effort to stabilize global energy markets. This decision comes amid rising fuel prices and supply concerns. The stock ticker associated with this news is USO. https://www.openbell.ai/news/LULU:1790950365603 2026-10-02T14:12:45.603Z daily 0.9 https://cdn.benzinga.com/files/images/story/2026/10/02/Lululemon-Sign-At-The-Entrance-Of-Retail.jpg?width=250&height=187 Lululemon Stock Falls to 52-Week Low: What's Happening? Lululemon Athletica Inc. (NASDAQ: LULU) shares fell to a new 52-week low of approximately $94, marking a 54% decline year-to-date. The company's second-quarter revenue was $2.42 billion, below analyst expectations of $2.46 billion, with a notable 8% drop in the Americas business. Guidance for the third quarter was also reduced, with projected sales of $2.29 billion to $2.32 billion, significantly lower than the $2.53 billion anticipated by Wall Street, and full-year revenue guidance was cut to $10.35 billion to $10.50 billion from a previous target of $11 billion to $11.15 billion. https://www.openbell.ai/news/PNFP:1790950338226 2026-10-02T14:12:18.226Z daily 0.9 https://cdn.brandfetch.io/PNFP/w/400/h/400?c=1idopYfmtR7ZKg8QMud Piper Sandler Maintains Overweight on Pinnacle Finl Partners, Raises Price Target to $125 Piper Sandler analyst Stephen Scouten has maintained an Overweight rating on Pinnacle Financial Partners (NYSE: PNFP) and raised the price target from $123 to $125. https://www.openbell.ai/news/TW:1790950326406 2026-10-02T14:12:06.406Z daily 0.9 https://cdn.brandfetch.io/TW/w/400/h/400?c=1idopYfmtR7ZKg8QMud Wells Fargo Initiates Coverage On Tradeweb Markets with Overweight Rating, Announces Price Target of $118 Wells Fargo analyst Daniel Welden has initiated coverage on Tradeweb Markets (NASDAQ: TW) with an Overweight rating. The firm has set a price target of $118 for the stock. https://www.openbell.ai/news/ICE:1790949892788 2026-10-02T14:04:52.788Z daily 0.9 https://cdn.brandfetch.io/ICE/w/400/h/400?c=1idopYfmtR7ZKg8QMud Wells Fargo Initiates Coverage On Intercontinental Exchange with Underweight Rating, Announces Price Target of $159 Wells Fargo analyst Daniel Welden has initiated coverage on Intercontinental Exchange (NYSE: ICE) with an Underweight rating. The firm has set a price target of $159 for the stock. https://www.openbell.ai/news/VGK:1790949796364 2026-10-02T14:03:16.364Z daily 0.9 https://cdn.brandfetch.io/VGK/w/400/h/400?c=1idopYfmtR7ZKg8QMud President Trump, On Social Media, Says Europe Has Just Agreed To Release Massive Amount Of Heavily Stocked Diesel Oil; Process To Begin Immediately President Trump announced via social media that Europe has agreed to release a significant quantity of heavily stocked diesel oil, with the process set to begin immediately. This development could impact the energy market and related stock prices, particularly for companies involved in oil and fuel distribution. The stock ticker VGK is associated with this announcement. https://www.openbell.ai/news/CHRN:1790949756935 2026-10-02T14:02:36.935Z daily 0.9 https://cdn.benzinga.com/files/images/story/2026/10/02/Modern-Data-Technology-Center-With-Serve.jpg?width=250&height=187 ChronoScale Expands AI Pipeline With $1 Billion Revenue Run Rate In Sight ChronoScale Holdings Corp (NASDAQ: CHRN) has expanded its AI infrastructure contracts, projecting an annualized revenue run rate of $1 billion by the third quarter of 2027. The company also completed the sale of its Ekso Bionics business to Wandercraft, allowing it to focus on GPU-based infrastructure for AI. As of the latest report, CHRN shares were trading at $19.70, up 1.76%, with a Strong Buy consensus rating and an average price target of $32. https://www.openbell.ai/news/CARY:1790949741611 2026-10-02T14:02:21.611Z daily 0.9 https://cdn.brandfetch.io/CARY/w/400/h/400?c=1idopYfmtR7ZKg8QMud 'KKR, Blackstone Are Among Suitors for Windshield Repairer Cary' - Bloomberg KKR and Blackstone are reportedly among the potential buyers for Cary, a windshield repair company. The interest from these private equity firms indicates a significant valuation for Cary in the market. Specific financial details regarding Cary's revenue or valuation were not disclosed in the article. https://www.openbell.ai/news/NDAQ:1790949727696 2026-10-02T14:02:07.696Z daily 0.9 https://cdn.brandfetch.io/NDAQ/w/400/h/400?c=1idopYfmtR7ZKg8QMud Piper Sandler Maintains Overweight on Nasdaq, Raises Price Target to $108 Piper Sandler analyst Richard Repetto has maintained an Overweight rating on Nasdaq (NASDAQ:NDAQ) and raised the price target from $104 to $108. This adjustment reflects a positive outlook for the company's performance in the market. https://www.openbell.ai/news/MRX:1790949678737 2026-10-02T14:01:18.737Z daily 0.9 https://cdn.brandfetch.io/MRX/w/400/h/400?c=1idopYfmtR7ZKg8QMud Piper Sandler Maintains Overweight on Marex Group, Raises Price Target to $80 Piper Sandler analyst Patrick Moley has maintained an Overweight rating on Marex Group (NASDAQ: MRX) and increased the price target from $75 to $80. https://www.openbell.ai/news/CME:1790949607845 2026-10-02T14:00:07.845Z daily 0.9 https://cdn.brandfetch.io/CME/w/400/h/400?c=1idopYfmtR7ZKg8QMud Wells Fargo Initiates Coverage On CME Group with Overweight Rating, Announces Price Target of $301 Wells Fargo analyst Daniel Welden has initiated coverage on CME Group (NASDAQ: CME) with an Overweight rating. The firm has set a price target of $301 for the stock. https://www.openbell.ai/news/BTCUSD:1790949487871 2026-10-02T13:58:07.871Z daily 0.9 https://cdn.benzinga.com/files/images/story/2026/10/02/Cryptocurrency-Bitcoin-Coin-Over-Tablet-.jpg?width=250&height=187 Bitcoin Surges Past $86,000 as Soft Jobs Data Prices Out October Hike Bitcoin (BTC) has surged past $86,000, reaching a high of $86,913, marking a nearly 15% increase since September 15. This rally coincides with weaker-than-expected September payrolls, which added only 29,000 jobs against forecasts of 84,000 to 93,000, leading to a reduced likelihood of an October rate hike to 16%. Despite this positive momentum, some traders are positioning for a potential downturn, with one notable trader building a short position around $86,200. https://www.openbell.ai/news/PANW:1790949424425 2026-10-02T13:57:04.425Z daily 0.9 https://cdn.brandfetch.io/PANW/w/400/h/400?c=1idopYfmtR7ZKg8QMud TD Cowen Maintains Buy on Palo Alto Networks, Raises Price Target to $440 TD Cowen analyst Shaul Eyal has maintained a 'Buy' rating on Palo Alto Networks (NASDAQ: PANW) and raised the price target from $400 to $440. This adjustment reflects positive expectations for the company's performance in the market. https://www.openbell.ai/news/CRWD:1790949336020 2026-10-02T13:55:36.020Z daily 0.9 https://cdn.brandfetch.io/CRWD/w/400/h/400?c=1idopYfmtR7ZKg8QMud TD Cowen Maintains Buy on CrowdStrike Holdings, Raises Price Target to $280 TD Cowen analyst Shaul Eyal has maintained a Buy rating on CrowdStrike Holdings (NASDAQ: CRWD) and raised the price target from $250 to $280. This adjustment reflects a positive outlook for the company's performance in the market. https://www.openbell.ai/news/ICE:1790949279045 2026-10-02T13:54:39.045Z daily 0.9 https://cdn.brandfetch.io/ICE/w/400/h/400?c=1idopYfmtR7ZKg8QMud Piper Sandler Maintains Overweight on Intercontinental Exchange, Raises Price Target to $195 Piper Sandler analyst Patrick Moley has maintained an Overweight rating on Intercontinental Exchange (NYSE: ICE) and raised the price target from $190 to $195. This adjustment reflects a positive outlook for the company's performance in the market. https://www.openbell.ai/news/WDC:1790949205088 2026-10-02T13:53:25.088Z daily 0.9 https://cdn.brandfetch.io/WDC/w/400/h/400?c=1idopYfmtR7ZKg8QMud Shares of memory and storage-related companies are trading lower following reports suggesting Toshiba plans to double production capacity for hard disk drives used in AI data centers, raising industry competition that impacts profit margins. openbell Financial News https://www.openbell.ai/news/NVDA:1790949152682 2026-10-02T13:52:32.682Z daily 0.9 https://cdn.benzinga.com/files/images/story/2026/10/02/Bahia--Brazil---August-29--2025-Nvidia-L.jpg?width=250&height=187 Nvidia's 'Very Undemanding Valuation' Helps Win Back Top Chip Pick From Leading Analyst Nvidia Corp. has been reinstated as Morgan Stanley's top semiconductor stock, attributed to its attractive valuation and strong earnings expectations in the AI infrastructure market. The company recently announced a $150 billion stock buyback, which is expected to reduce its share count by approximately 4.2% over the next 16 months, potentially boosting adjusted EPS by 1.6%. Year-to-date, Nvidia's stock has risen about 26.62%, closing at $236.53, reflecting strong market performance. https://www.openbell.ai/news/STX:1790949116197 2026-10-02T13:51:56.197Z daily 0.9 https://cdn.benzinga.com/files/images/story/2026/10/02/Seagate-Technology-Logo-And-Sign.jpg?width=250&height=187 Why Is Seagate Technology Stock Sinking Friday? Seagate Technology Holdings PLC (NASDAQ: STX) experienced a stock decline of over 13% on Friday, despite a positive broader market, following Toshiba's announcement to double its hard disk drive production capacity by fiscal 2027. This move raised concerns about potential pricing pressures in the HDD market, although demand for nearline HDDs remains strong due to AI data center needs. Seagate's upcoming earnings report is anticipated on October 27, 2026, with analysts projecting EPS of $5.80 and revenue of $3.75 billion, reflecting significant growth from the previous year.