Marianne Catherine Brown

October 17, 2026

Northrop Grumman: Demand Intact Despite Softer Sentiment. Morgan Stanley notes that aerospace and defense demand remains steady as the company heads into earnings, even though market sentiment has eased. Northrop Grumman is expanding its supplier network through the ANH Structure and LITEF, and its precision weapons business could help sustain growth. The company’s valuation is below that of competitor Anduril, adding context to the sector’s competitive landscape.

October 16, 2026

Charles Schwab Highlights AI Rules, Tax‑Aware Strategy and Q3 Outlook. Charles Schwab’s chief executive said AI‑driven trading agents will need clear regulatory guidelines, emphasizing the firm’s cautious stance on automated investing. The bank also announced a new tax‑aware investment strategy that has drawn significant assets from high‑net‑worth clients. UBS described the third‑quarter earnings report as “somewhat low quality,” though it noted continued strong organic growth. Additionally, the CEO mentioned expanding the firm’s prediction‑market offerings.

October 17, 2026

Akamai Expands Cloud AI Services, Boosting Customer Wins. Akamai has added several large cloud customers, signaling growth in its cloud services. The company is also expanding AI infrastructure and increasing global cloud adoption, which could strengthen its competitive position. These developments come as AI and enterprise SaaS workloads drive momentum for Akamai’s cloud business.