Q3 results season is under way. Micron Technology is the week's most-watched name. The memory chip maker reports Q4 2026 results Wednesday after the close. Micron is up 279% year-to-date. Both bulls and bears are active in options ahead of the print. Analysts see 40% further upside from current levels. Memory pricing is the key number to watch.
Carnival Corporation reports Tuesday morning. Cruise demand has stayed strong. Any guidance cut would shake the broader travel sector. Jefferies Financial Group also reports Monday. Investors want clues on investment banking deal flow.
Two large insider filings grabbed headlines today. NVIDIA director Mark Stevens filed sales of $411M worth of shares, across seven transactions in early September. Despite that, NVDA's options sentiment remains neutral — markets are not rattled yet.
On the buy side, Bill Gates filed $241M in purchases of . The waste management giant saw 15 separate transactions filed in early September. Multi-day buying at scale is a hard signal to ignore.
Charles River Laboratories received upgrades from both Barclays and Mizuho today. The contract research firm is seen as a direct play on recovering biopharma spending. Bernstein also started CF Industries at Buy with a $162 target, citing tight global fertiliser supply.
Darden Restaurants drew a split verdict after its earnings beat. Mizuho and Freedom Capital raised targets. BMO cut to $220 and held at Hold.
European equities were volatile. Defense stocks rallied after Ukraine ratified a $105 billion EU loan deal. Separately, Dulux maker AkzoNobel soared after rejecting a $14.5 billion takeover bid. UK inflation data kept bond yields elevated across the continent.
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