Microsoft to Scale In-House Maia AI Chips Starting in 2027
Microsoft plans multi-gigawatt Maia deployments from 2027, seeking to lower costs and reduce reliance on outside chip suppliers as AI demand rises.
MSFTNVDAAMDMAGS
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Goldman Sachs Cuts frontdoor Price Target to $81 a Share
Goldman Sachs cut its price target for frontdoor from $91 to $81 per share, according to ratings data published by Newsmetry API citing Benzinga.
FTDRfrontdoor
LBV seeks Sanderson Design Group shareholder meeting
LBV Asset Management requested a Sanderson Design Group meeting and urged shareholders to support two resolutions concerning changes to the board’s composition.
Sanderson Design GroupSDG
Goldman Sachs Cuts Owens Corning and Meritage Price Targets
Goldman Sachs cut Owens Corning’s target to $128 from $169 and Meritage’s to $82 from $93, while keeping Meritage at Buy, Benzinga reported.
Owens CorningOCMeritageMTH
Mastercard heads toward a seventh straight winning session
Mastercard shares rose 1.58% to $598.42, extending a six-session advance. Investors are weighing payments growth, stablecoins and the stock’s valuation.
MAV
Disney to discuss fiscal 2026 results on November 17
Disney will release full-year fiscal 2026 and fourth-quarter results before regular trading opens on November 17, 2026, then host a webcast.
DIS
Shopify Could Benefit From AI Agents, but the Impact May Take Time
Shopify shares rose 3.4% to $176.69 as analysts backed its AI-agent opportunity, while warning that the technology has barely affected merchant revenue.
ShopifyShop PayMeta PlatformsMuseShopify stock
Goldman Sachs Cuts Price Targets for L3Harris and Whirlpool
Goldman Sachs lowered L3Harris Technologies' target from $405.00 to $361.00 and Whirlpool's from $48.00 to $41.00 per share.
LHXWHR
Citi names six industrial stocks ahead of earnings season
Citi analyst Andrew Kaplowitz favors six industrial stocks before quarterly results, including Vertiv, Eaton and Dover, despite inflation and rate risks.
VertivDoverParker-HannifinEmerson ElectricTrane TechnologiesEaton
JPMorgan expected to post higher third-quarter revenue, profit
JPMorgan shares rose 0.4% before its report. Analysts expect adjusted EPS of $5.90 and revenue of $51.22 billion, both above year-ago levels.
JPMorgan ChaseDow Jones Industrial AverageS&P 500 Banks IndexS&P 500 Financial Services Index
NSE to Drop Polycab India From F&O Segment on December 30
NSE will stop offering Polycab India futures and options from December 30, 2026, after the company was selected under the Insolvency and Bankruptcy Code.
Polycab IndiaNSE F&OBSEINR
Rodman & Renshaw Initiates Hemab Therapeutics at Buy
Rodman & Renshaw initiated coverage of Hemab Therapeutics with a Buy rating and set a $56.00 per-share price target, Benzinga reported.
COAGHemab Therapeutics
Roth Capital Keeps Standard Motor Price Target at $54 a Share
Roth Capital maintained its $54.00-per-share target for Standard Motor, according to analyst-rating actions published by Benzinga.
SMP
US bank earnings set to dominate Tuesday market focus
Major US banks will report third-quarter results, with investors watching lending, M&A and IPO commentary alongside a busy UK corporate calendar.
JPMorgan ChaseGoldman SachsMorgan StanleyCitigroupBank of AmericaUS financial sector
US HRW wheat basis holds steady as farmers concentrate on planting
US hard red winter wheat basis bids were mostly unchanged as farmers planted the 2027 crop; dry weather helped, while rain may slow work.
K.C. December HRW wheat (KWZ26)US hard red winter wheatWheat/Basis
Fitch: High Debt and Weak Growth Weigh on France Rating
Fitch says France’s high debt, weak growth and political fragmentation complicate deficit reduction and could put its stable rating outlook at risk.
France sovereign bondsEUR/USDFrench government debt
Soybeans slip on larger US crop outlook as corn rebounds
US soybean futures fell after a higher crop forecast, while corn recovered from Friday’s selloff on renewed demand and short-covering activity.
SoybeansCornWheatCBOT November soybeansDecember cornCBOT December wheat
ChargePoint shares lose nearly 13% over one week
ChargePoint shares retreated after a September surge as investors weighed the revenue outlook, liquidity risks and stronger technical selling pressure.
ChargePointCHPTS&P 500
BofA sees long-term software risk as AI interfaces gain ground
Bank of America says AI assistants could reshape enterprise software use, while Microsoft, Salesforce and ServiceNow appear better placed to adapt.
MicrosoftSalesforceServiceNowWorkdayClaudeSlack
Bernstein Cuts Boeing Price Target to $278 From $298 a Share
Bernstein lowered its Boeing price target to $278 per share from $298, according to analyst-rating actions published by Benzinga.
BoeingBA