$338.480
-1.929 (-0.57%)收盘时
COR 资讯
COR 事件
Nasdaq and S&P 500 Decline Amid AI Spending Concerns
The Nasdaq and S&P were broadly lower amid renewed concerns over AI spending and an increase in oil prices. Meta shares slid despite strong revenue growth as investors weigh rising AI spending and legal costs, while Tesla is under pressure as its investment plans raise questions about returns. Oil prices were more than 2% higher amid continued tensions between the U.S. and Iran, as President Trump accused Iran in a Truth Social post of "doing everything they can to drive up the price of oil" prior to midterms.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Metareported mixed Q3 results, narrowed its FY26 capital expenditure guidance, and announced the establishment of a new Class C common stockTeslareported better-than-expected Q3 earnings, with CEO Elon Musk saying it will take at least a year to get Optimus robot production to 20,000 units per weekIBMreported upbeat Q3 results, with the company saying it is executing "solidly" against its prioritiesTexas Instrumentsreported better-than-expected Q3 results and provided upbeat Q4 earnings guidanceLockheed Martinprovided a "beat and raise" report for Q3 and announced a framework agreement with the Department of War for F-35 Lightning II fighter jets2. WALL STREET CALLS:BMO upgraded Blockto Outperform on Square volume accelerationNetflixdowngraded to Peer Perform at Wolfe ResearchCLSA and BNP Paribas upgraded Teslato Hold on potential SpaceXmergerRBC downgraded Dutch Broson competition, tough comparisonsBMO upgraded Ionisahead of Q3 report3. AROUND THE WEB:SB Energy, the SoftBank Group-controlleddeveloper of a massive planned Ohio data center project for OpenAI, is considering going public in December or possibly waiting until next year, The Information reportsA Sixth Circuit panel appeared reluctant to overturn Ford's$13.2M trade secrets verdict, Bloomberg Law reportsInfineum, a U.K.-based chemicals joint venture owned by Shelland ExxonMobil, has selected Bank of America to run a sale of the business, FT saysTSMCis looking into alternatives to rare-earth components in factory equipment, hoping to reduce the potential for Beijing export controls to disrupt plant operations, Reuters reportsSamsungand SK Hynixare upgrading their factories in China to produce more advanced memory chips, Reuters reports4. MOVERS:Biohavengained after the FDA accepted its new drug application resubmission for VyglxiaSpotifyincreased in New York after reporting Q3 results and providing guidance for Q4Kohl'swas higher after Gordon Haskett upgraded the stock to BuyTTM Technologieswas lower after reporting Q3 results and providing guidance for Q4, FY26, and FY27Hexcelfell after reporting Q3 results and increasing its buyback program to $750M5. EARNINGS/GUIDANCE:Honeywell Technologiesreported Q3 results and raised its guidance for Q4 and FY26Cencoraprovided guidance for FY26Badger Meterreported Q3 results, with EPS beating consensusFirstServicereported Q3 results, with CEO Scott Patterson noting he was "pleased" with the resultsPool Corp.reported Q3 results and backed its guidance for FY26INDEXES:The Dow rose 11.89, or 0.02%, to 52,867.98, the Nasdaq lost 694.00, or 2.60%, to 26,008.86, and the S&P 500 declined 93.74, or 1.21%, to 7,663.43.
Meta Shares Slide, Tesla Faces Investment Pressure
The major averages were broadly lower near noon amid renewed concerns over AI spending and an increase in oil prices. Meta shares are sliding despite strong revenue growth as investors weigh rising AI spending and legal costs, while Tesla is under pressure as its investment plans raise questions about returns.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Metareported mixed Q3 results, narrowed its FY26 capital expenditure guidance, and announced the establishment of a new Class C common stockTeslareported better-than-expected Q3 earnings, with CEO Elon Musk saying it will take at least a year to get Optimus robot production to 20,000 units per weekIBMreported upbeat Q3 results, with the company saying it is executing "solidly" against its prioritiesTexas Instrumentsreported better-than-expected Q3 results and provided upbeat Q4 earnings guidanceLockheed Martinprovided a "beat and raise" report for Q3 and announced a framework agreement with the Department of War for F-35 Lightning II fighter jets2. WALL STREET CALLS:BMO upgraded Blockto Outperform on Square volume accelerationNetflixdowngraded to Peer Perform at Wolfe ResearchCLSA and BNP Paribas upgraded Teslato Hold on potential SpaceXmergerRBC downgraded Dutch Broson competition, tough comparisonsBMO upgraded Ionisahead of Q3 report3. AROUND THE WEB:Infineum, a U.K.-based chemicals joint venture owned by Shelland ExxonMobil, has selected Bank of America to run a sale of the business, FT saysTSMCis looking into alternatives to rare-earth components in factory equipment, hoping to reduce the potential for Beijing export controls to disrupt plant operations, Reuters reportsDayOne Data Centers is weighing options for its U.S. IPO, including a potential delay or size cut, as volatility around data centers increases, Bloomberg saysSamsungand SK Hynixare upgrading their factories in China to produce more advanced memory chips, Reuters reportsSoutheastern Asset Management, an activist investor and big Mattelshareholder, has been considering whether to nominate new directors as part of a proxy fight and push the company toward a sale, Semafor says4. MOVERS:Biohavengains after the FDA accepted its new drug application resubmission for VyglxiaSpotifyincreases in New York after reporting Q3 results and providing guidance for Q4Kohl'shigher after Gordon Haskett upgraded the stock to BuyTTM Technologieslower after reporting Q3 results and providing guidance for Q4, FY26, and FY27Hexcelfalls after reporting Q3 results and increasing its buyback program to $750M5. EARNINGS/GUIDANCE:Honeywell Technologiesreported Q3 results and raised its guidance for Q4 and FY26Cencoraprovided guidance for FY26Badger Meterreported Q3 results, with EPS beating consensusFirstServicereported Q3 results, with CEO Scott Patterson noting he was "pleased" with the resultsPool Corp.reported Q3 results and backed its guidance for FY26INDEXES:Near midday, the Dow was down 211.23, or 0.40%, to 52,644.86, the Nasdaq was down 604.82, or 2.26%, to 26,098.04, and the S&P 500 was down 102.23, or 1.32%, to 7,654.94.
Cencora Raises FY26 EPS Guidance to $17.90
Cencora last night updated its FY26 financial guidance to reflect the strength of the U.S. Healthcare Solutions reportable segment. Cencora now expects adjusted diluted earnings per share to be at least $17.90, which is at the high end of the previous range of $17.75 to $17.95. "Cencora will discuss its expectations for fiscal 2027 on its fiscal fourth quarter 2026 earnings call on November 4, 2026, and remains confident in its ability to deliver continued growth in its U.S. and International Healthcare Solutions segments consistent with its long-term guidance, as communicated on its third quarter fiscal 2026 earnings call," the company stated along with its announcement that it has signed a definitive agreement to acquire American Oncology Network.
Cencora Acquires American Oncology Network for $2.4 Billion
Cencora (COR) has signed a definitive agreement to acquire American Oncology Network (AONC), a physician-led network of more than 350 oncology providers across 21 states. AON has built a physician-led model that is reshaping how community oncology is delivered, and Cencora shares AON's commitment to community-based, patient-centered cancer care. The transaction is expected to support AON with the resources to expand the integrated services patients rely on, enhance technology and practice support capabilities, and continue welcoming new practices and physicians to enable high-quality patient care. Clinical decisions will continue to rest with AON's physicians. Cencora currently holds approximately 4% of the equity interests in AON and, under the terms of the transaction, has agreed to acquire all of the equity interests that it does not currently own. The transaction values AON at an enterprise value of $2.4B, consisting of $2.3B at closing and contingent value rights of up to $100M. As it relates to Cencora's cash outlay at the time of closing, certain AON stockholders may participate in an equity rollover representing up to 25% of AON. Assuming these stockholders retain 25% of AON through the equity rollover, Cencora expects to pay approximately $1.7B to increase its ownership in AON to 75%. Cencora expects the acquisition to be accretive to Cencora's adjusted diluted EPS in the second year post-closing. The transaction is subject to the satisfaction of customary closing conditions, including receipt of required regulatory clearances and AON stockholder approvals. The agreement has been approved by AON's Board of Directors, acting on the unanimous recommendation of AON's special committee of independent and disinterested directors.
Cencora Appoints Robert Sanchez as Independent Director
Cencora announced that its Board of Directors has elected Robert Sanchez as a new independent director, effective October 1. Sanchez is the Executive Chair of Ryder System, Inc., where he previously served as Chair and CEO until his retirement in March.
本页仅供研究参考，不构成投资建议。模型可能出错。过往表现不代表未来结果。