Financial & Business News

Rishi Jaluria, RBC software analyst, joins 'The Exchange' to discuss the outlook for Oracle as the stock's shares soar, its global AI infrastructure and the Microsoft trade.

Cencora, Inc. (NYSE:COR ) Morgan Stanley 23rd Annual Global Healthcare Conference September 10, 2025 11:30 AM EDT Company Participants James Cleary - Executive VP & CFO Bennett Murphy - Senior VP, Head of Investor Relations & Treasury Conference Call Participants Erin Wilson Wright - Morgan Stanley, Research Division Presentation Erin Wilson Wright Equity Analyst Good afternoon, everyone. Welcome to Day 3 of the Morgan Stanley Healthcare Conference.

NEW YORK , Sept. 10, 2025 /PRNewswire/ -- Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of KinderCare Learning Companies, Inc. (NYSE: KLC) pursuant and/or traceable to the registration statement issued in connection with KinderCare's October 2024 initial public offering (the "IPO"), of the important October 14, 2025 lead plaintiff deadline.

The headline numbers for AeroVironment (AVAV) give insight into how the company performed in the quarter ended July 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

The S&P 500 and Nasdaq climbed to record highs Wednesday following a report showing wholesale inflation surprisingly fell in August. The Dow slid, however, led by a drop in shares of Apple (AAPL), after the tech giant launched its iPhone 17 models yesterday.

Downgrading STAG Industrial to 'hold' due to weakening industrial real estate fundamentals and slowing rent growth prospects. STAG's high occupancy, strong balance sheet, and secure dividend remain positives, but future growth will likely decelerate. Industrial REITs may face rising vacancies and slower rent growth as new supply still outpaces demand, pressuring future lease negotiations.

Klarna Group plc's IPO arrives amid a hot market, but I see significant risks and red flags in its business model and financials. Despite strong revenue growth and user expansion, Klarna remains unprofitable, with rising credit losses and an unclear path to sustained profitability. Insider selling, potential conflicts of interest, and intense competition from fintech giants add to my skepticism about Klarna's long-term prospects.

The $17.4B Microsoft deal validates my bullish thesis on Nebius Group N.V., unlocking hyperscaler growth and confirming the company's ability to scale rapidly. While the contract boosts revenue potential, it also requires significant CapEx, but the long-term benefits and customer confidence outweigh near-term risks. My updated models show 22%-29% upside for NBIS stock, with a $114.87 price target and potential for further gains as Microsoft options are exercised.

NEW YORK, Sept. 10, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Novo Nordisk A/S (“Novo Nordisk” or the “Company”) (NYSE: NVO). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.

Gambling.com's recent GAAP loss is due to a non-cash charge from the OddsJam acquisition, not a decline in core business performance. OddsJam is outperforming expectations, raising the earnout liability but also boosting operating cash flow and long-term asset value. The company's financial flexibility is strained, prompting a 6.7 million share offering at low prices, creating dilution risk for current shareholders.