-- 摩根士丹利週四發布的研究報告指出，SoFi Technologies (SOFI) 第二季業績指引弱於預期，但其 2026 年展望預示著下半年業績將有所增長。 摩根士丹利表示，該公司第二季營收預計在 11.1 億美元至 11.2 億美元之間，比摩根士丹利的預期低 0.7%；息稅折舊攤銷前利潤 (EBITDA) 預計在 3.3 億美元至 3.4 億美元之間，比此前預期低 16%。 摩根士丹利將該公司第二季每股收益預期下調 4 美分至 0.11 美元，營收預期維持在 11.23 億美元不變。 摩根士丹利指出，該公司上半年增加了行銷支出，並加大了產品創新投入，摩根士丹利認為這將推動下半年業績成長，並支持其長期發展。 摩根士丹利將該公司股票的目標價從 18 美元下調至 16 美元，並維持減持評級。
Price: $16.21, Change: $+0.68, Percent Change: +4.38%
Financial stocks were higher late Thursday afternoon, with the NYSE Financial Index rising 1.3% and the State Street Financial Select Sector SPDR ETF (XLF) up 0.5%.The Philadelphia Housing Index climbed 1.6%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) added 1.5%.Bitcoin (BTC-USD) rose 0.9% to $76,409, and the yield for 10-year US Treasuries decreased 2.8 basis points to 4.39%.In corporate news, AvalonBay Communities (AVB) and Equity Residential (EQR) have held discussions over a potential merger, which would be one of the biggest real estate deals ever, Bloomberg reported. AvalonBay shares were down 1.1%, and Equity Residential was fractionally lower.
Meta Platforms (META) CEO Mark Zuckerberg and Apple (AAPL) CEO Tim Cook are not pursuing a bid for the National Football League's Seattle Seahawks, Bloomberg reported on Thursday, citing company and industry sources.A Meta spokesperson said Zuckerberg is not making any investment or bid for the team, while a person familiar with Cook's plans denied his involvement, the report said.Meta and Apple did not immediately respond to requests for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $616.43, Change: $-52.69, Percent Change: -7.87%
Axsome Therapeutics (AXSM) said Thursday the US Food and Drug Administration approved Auvelity for the treatment of agitation associated with Alzheimer's disease dementia.The approval was supported by two phase 3 clinical trials that showed the drug significantly improved agitation symptoms and resulted in a longer time to relapse compared with placebo.The medication acts on N-methyl-D-aspartate and sigma-1 receptors in the brain and is also approved for adults with major depressive disorder, the company added.Shares of Axsome were up more than 12% in Thursday trading.Price: $206.45, Change: $+22.50, Percent Change: +12.23%