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Value Strategy Supports Share Gains Amid Consumer Volatility, BofA Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2667841229","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667841229?lang=en_us&edition=fundamental","pubTime":"2026-09-16 23:26","pubTimestamp":1789572409,"startTime":"0","endTime":"0","summary":"Costco Wholesale's  value-focused strategy and higher-income customer base should support continued market share gains amid a price-sensitive consumer environment, BofA said in a Wednesday note.The brokerage expects stable Q4 comparable sales, $6.52 in adjusted earnings per share versus $6.55 consensus, and 11.3% sales growth, with a 10 basis point gross margin decline partly offset by 20 basis points of SG&A leverage.According to the report, US Q4 comparable sales excluding gasoline rose 7.2% versus 6.8% in Q3, while BofA expects membership growth to normalize at 4% to 5%, supported by new perks and the Kirkland brand.The analyst said any tariff refunds received in Q4 could help fund price investments, while Costco's strong cash position and historical two-to-three-year payout cycle could support a special dividend announcement in the coming quarters.BofA reiterated its buy rating on the stock while lowering its price target to $1,095 from $1,200.Price: 899.76, Change: -1.59, Percent 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Market pricing indicates 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Says Hyperscaler AI Capex Tops Operating Cash Flow in 2026, Fueling Debt Push","url":"https://stock-news.laohu8.com/highlight/detail?id=2667149984","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667149984?lang=en_us&edition=fundamental","pubTime":"2026-09-16 23:25","pubTimestamp":1789572323,"startTime":"0","endTime":"0","summary":"UBP says hyperscaler AI capex tops operating cash flow in 2026, fueling debt pushUnion Bancaire Privée flagged a funding squeeze as hyperscaler AI capex tops operating cash flow, projected at USD 820 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Fiscal Q4 Core Earnings Could Miss Street Consensus, Oppenheimer Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2667981079","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667981079?lang=en_us&edition=fundamental","pubTime":"2026-09-16 23:05","pubTimestamp":1789571106,"startTime":"0","endTime":"0","summary":"Costco Wholesale's  fiscal Q4 core earnings could fall short of Street estimates, excluding benefits from tariff refunds, Oppenheimer said in an earnings preview Wednesday.The company is scheduled to report its quarterly results on Sept. 24.Oppenheimer believes a fiscal Q4 consensus estimate of $6.55 is more of a best case scenario if management delivers on expense controls and does not reinvest excess fuel profits in the business. It expects a margin mix headwind related to fuel, ecommerce, and pharmacy, according to the note.The brokerage said it views current levels as an attractive entry point, while it would take advantage of any weakness following the print rather than seeking a positive catalyst.If Uber  gift cards return in-store, it could be a positive traffic driver for Costco, the note added.Oppenheimer kept an outperform rating on Costco with a price target of $1,160.Price: 900.23, Change: -1.12, Percent Change: -0.12","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mtnewswires.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["BK4585","LU1551013425.SGD","LU2095319765.USD","LU2168564222.USD","TRUO","BK4596","LU2381873111.SGD","FSTA","LU2168563687.JPY","LU2210150020.SGD","LU0265550359.USD","LU1035775433.USD","LU0823434740.USD","LU1496350171.SGD","HK0000819398.USD","LU1116320737.USD","BK4550","LU2360032135.SGD","IE00B5TLWC47.USD","LU2168564495.EUR","COSW","BK4504","LU0385154629.USD","LU1066051498.USD","IE00BKVL7J92.USD","LU1066051811.HKD","LU1551013342.USD","LU2168564149.EUR","RTH","LU1923622614.USD","LU0265550946.USD","LU0943347566.SGD","LU1496350502.SGD","LU0079474960.USD","LU0471298777.SGD","LU0820561909.HKD","LU1066051225.USD","LU2360106947.USD","LU2125154778.USD","LU2097829019.USD","LU0238689110.USD","LU0820561818.USD","LU0417517546.SGD","COST","LU1323610961.USD","BK4155","LU2168564065.EUR","XLP","BK4533","LU2125909593.SGD","BK4588","LU2237438978.USD","LU2433249047.HKD","LU0689472784.USD","LU1066053197.SGD","LU1069344957.HKD","LU2125909247.SGD","LU0234570918.USD","LU2210149790.SGD","LU2125154935.USD","LU0823434583.USD","LU0234572021.USD","LU0471298694.HKD","BK4581","UGE","COTG","LU1571399168.USD","LU1116320901.HKD","IE00BZ1G4Q59.USD","IE0008368304.USD","LU0256863811.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667698415","title":"Salesforce Stock Price Prediction: Hit by Global Service Outage During Dreamforce, Can the Stock Recover Further?","url":"https://stock-news.laohu8.com/highlight/detail?id=2667698415","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667698415?lang=en_us&edition=fundamental","pubTime":"2026-09-16 23:01","pubTimestamp":1789570908,"startTime":"0","endTime":"0","summary":"On the second day of the Dreamforce conference in San Francisco, Salesforce (CRM) suffered a service disruption affecting parts of its cloud software suite, leaving customers unable to gain normal access. The software leader, whose core narrative centers on \"customer relationship management,\" exposed service availability issues precisely during the key window when it was showcasing its products to clients.","market":"sh","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240229/49830475a12bc27b8a5feefd28d451c3.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240229/49830475a12bc27b8a5feefd28d451c3.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/262171187-salesforce-outage-dreamforce-crm-cloud-service-downtime-saas-status-page-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2361045086.USD","BK4613","LU0082616367.USD","LU0820562030.AUD","LU0251131958.USD","LU2461242641.AUD","IE00BJTD4N35.SGD","BK4505","LU0310800965.SGD","LU1791710400.SGD","LU1496350171.SGD","LU0557290698.USD","LU0081259029.USD","LU1267930813.SGD","LU0251142724.SGD","LU1988902786.USD","IE00BKVL7J92.USD","BK4535","LU1951200564.SGD","BK4550","LU0130102774.USD","LU0106261372.USD","LU1951198990.SGD","IE00BQXX3D17.EUR","LU0689626769.HKD","LU0980610538.SGD","LU1201861165.SGD","LU1316542783.SGD","BK4608","LU0689472784.USD","LU2361044865.SGD","LU0289739343.SGD","LU2264538146.SGD","LU0528227936.USD","IE00BQXX3C00.GBP","BK4534","LU2244417387.USD","BK4567","BK4527","LU1064131342.USD","LU2458330243.SGD","LU0048573561.USD","LU1548497426.USD","CRM","LU0211328371.USD","BK4561","IE00BZ1G4Q59.USD","BK4023","BK4528","LU0289961442.SGD","LU2236285917.USD","LU0889566641.SGD","LU2756315664.SGD","LU0238689110.USD","LU1046421795.USD","LU0353189680.USD","LU0354030511.USD","LU0057025933.USD","LU1267930227.SGD","LU0820561818.USD","LU1496350502.SGD","LU0198837287.USD","LU0127658192.USD","LU0128525689.USD","LU1720051108.HKD","LU0006306889.USD","LU0052756011.USD","BK4579","BK4548","LU0889565833.HKD","LU1989764664.SGD","LU0648000940.SGD","LU0069063385.USD","LU0642271901.SGD","IE00B19Z8W00.USD","LU1989764748.USD","IE00BQXX3F31.USD","LU1720051017.SGD","LU0648001328.SGD","LU0187121727.USD","LU2361044949.HKD","BK4607","LU0943347566.SGD","LU1804176565.USD","LU0267386448.USD","LU0310799852.SGD","LU2756315318.SGD","LU0477156797.USD","LU0130517989.USD","BK4598","LU1366333091.USD","LU2265009873.SGD","LU0157215616.USD","LU0130518102.USD","LU0353189763.USD","LU0234572021.USD","BK4538","LU0820561909.HKD","LU1551013425.SGD","LU2087625088.SGD","LU1201861249.SGD","LU1823568750.SGD","LU0124676726.USD","LU0511384066.AUD","LU0742534661.SGD","LU0130103400.USD","LU0472753341.HKD","LU0211327993.USD","LU0354030438.USD","LU0477156953.USD","BK4585","IE00BJTD4V19.USD","BK4588","LU0109392836.USD","BK4581","LU1267930490.SGD","CRMG","LU2247934214.USD","LU1923623000.USD","LU2458330169.SGD","LU0792757196.USD","LU0234570918.USD","LU1791710582.SGD","LU2357305700.SGD","IE00B19Z8X17.USD","LU0211331839.USD","LU2286300806.USD","BK4532","LU1551013342.USD","LU1235294995.USD","BK4543","LU0719512351.SGD","IE00B19Z9505.USD","LU1814569148.SGD","LU1803068979.SGD","LU0314104364.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1137809386","title":"Beneath a Calm Surface, U.S. Equities Face Turbulent Shifts: Four Key Forces Identified by a Goldman Sachs Partner","url":"https://stock-news.laohu8.com/highlight/detail?id=1137809386","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1137809386?lang=en_us&edition=fundamental","pubTime":"2026-09-16 23:01","pubTimestamp":1789570899,"startTime":"0","endTime":"0","summary":"While the S&P 500 index displays only modest headline moves, the market's internal dynamics suggest a period of intense repricing is underway. Goldman Sachs partner Bobby Molavi, in his latest 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Says Enterprises Ramp up Data Management Investment to Scale AI Deployments Safely","url":"https://stock-news.laohu8.com/highlight/detail?id=2667898176","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667898176?lang=en_us&edition=fundamental","pubTime":"2026-09-16 23:00","pubTimestamp":1789570824,"startTime":"0","endTime":"0","summary":"ISG says enterprises ramp up data management investment to scale AI deployments safelyISG research flagged accelerating enterprise spend on data management tools to scale AI deployments with higher 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