Owen A. Radcliffe – Page 5

Omnicell’s Titan XT Fuels Long-Term Growth Outlook Despite Near-Term Hurdles

KeyBanc upgraded Omnicell to Overweight with ...

The new Titan XT, built on the OmniSphere clo...

KeyBanc estimates Titan XT expands the addres...

Near-term growth is expected to stay muted, w...

Oracle Valuation Hinges on AI & Cloud Growth Amid Debt and Margin Headwinds

Global FYI Finance and Insurance

KeyBanc reiterates Overweight on Oracle and a...

Its model values the core applications/databa...

Execution risk is rising as cloud/AI capex is...

Despite strong net margins, operating margin ...

Quantinuum IPO Begins: Honeywell’s $10B Quantum Computing Spin-off Moves Forward

Global FYI Finance and Insurance

Honeywell said its majority-owned quantum uni...

Share count, pricing, timing, and Honeywell’s...

Quantinuum last raised $600 million in Septem...

The move aims to unlock value and increase Qu...

Oracle Valuation Outlook Diverges: $300 Target, $240 Target & Key AI Risks

Americas Markets Data Processing, Hosting, and Related Services

KeyBanc reiterated Overweight on Oracle with ...

Goldman upgraded Oracle to Buy with a $240 ta...

UBS kept a Buy rating but cut its target to $...

Key risks center on accelerating AI capex and...

CME Sets Records: Retail Futures & Micro Contracts Surge in Q2 2025

Americas Firms Securities and Commodity Exchanges

CME Group Q2 2025 delivered record $1.7B reve...

Retail adoption is accelerating, with 90,000+...

CME is expanding access via a Robinhood partn...

Barron’s frames CME as a retail-futures benef...

2026 U.S. Stocks Outlook: Value & Small-Caps Shine Amid Macro Risks

Global FYI Finance and Insurance

Morningstar sees U.S. equities about 4% below...

Most attractive sectors are real estate (nota...

Key 2026 risks include lofty AI expectations,...

A barbell approach is favored: keep some AI/t...

Marex Follow-On Offering: What It Reveals About Valuation & Shareholder Liquidity

Global FYI Finance and Insurance

Marex’s first post-IPO follow-on in October 2...

Selling shareholders offered 8,472,333 shares...

The deal followed Marex’s April 2024 Nasdaq I...

Pricing above the IPO level signaled improved...

Intel’s Crucial 2026: 18A Promise, 14A Risk & the Push to Take on TSMC

Americas Forecast Semiconductor and Other Electronic Component Manufacturing

2026 is the commercial inflection point for I...

Intel will advance 14A only with firm anchor-...

CHIPS Act and U.S. strategic backing help sca...

TSMC’s lead and entrenched demand make Intel’...

INVH & AMH Ratings Stay Strong Despite Regulatory Risks – Where Value Lies

Americas Policy Lessors of Real Estate

KeyBanc reiterated Overweight on Invitation H...

AMH beat Q3 2025 expectations (EPS $0.27 vs $...

INVH trades below the SFR REIT average on P/F...

The ban proposal’s scope and timing remain un...

How U.S. Mining Reform Is Shaping Critical Minerals & Building Supply Chain Resilience

Global FYI Finance and Insurance

The Trump administration’s 2025 strategy aims...

The 2025 critical minerals list expanded to 6...

Tariffs, Section 232 investigations, and inte...

Execution faces major headwinds from costs, l...

Author name: Owen A. Radcliffe