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RBC raises Visa (V.N) PT to $412 from $395.

2026-07-29

RBC raises Visa (V.N) PT to $412 from $395.

Other News
2026-07-29

Counterpoint Research's memory-price tracker shows smartphone memory prices rose more than 80% QoQ in Q2 2026. The surge is producing a sustained, structural increase in smartphone BOM costs; flagship BOMs are nearly 50% higher YoY, with DRAM now the

Counterpoint Research's memory-price tracker shows smartphone memory prices rose more than 80% QoQ in Q2 2026. The surge is producing a sustained, structural increase in smartphone BOM costs; flagship BOMs are nearly 50% higher YoY, with DRAM now the single most expensive component, overtaking the SoC. Introduction of 2nm flagship SoCs will add further upward pressure on BOMs; even if OEMs raise retail prices, gross aggregate margins are expected to remain slightly below 2025 same‑generation flagships.
2026-07-28

Market research firm IIR said ARAMCO shut its Jazan refinery in Saudi Arabia on July 27 after a Saturday attack. The refinery’s crude processing capacity is about 400,000 barrels per day. IIR said the strike damaged the plant’s integrated gasificatio

Market research firm IIR said ARAMCO shut its Jazan refinery in Saudi Arabia on July 27 after a Saturday attack. The refinery’s crude processing capacity is about 400,000 barrels per day. IIR said the strike damaged the plant’s integrated gasification combined cycle (IGCC) power system and the tank farm. ARAMCO expects repairs to be completed and the refinery to restart provisionally by Aug. 15.
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