Venkatesh
3321 posts
Balfour Beatty (LSE: BBY) nears record as £23bn backlog meets margin test
Balfour Beatty hit a record after raising 2026 guidance. Can its £22.9bn order book lift US construction and power margins further?
August 14, 2026
Putin visits Japan-claimed Etorofu for first time as Kuril Islands dispute erupts again before war anniversary
Vladimir Putin’s first visit to the disputed island Russia calls Iturup and Japan calls Etorofu has triggered a formal protest from Tokyo, reopening one of Asia’s oldest territorial disputes just as Russian military activity, North Korean missile launches and Japanese defence expansion raise tensions across the western Pacific.
August 14, 2026
Applied Materials (Nasdaq: AMAT) slides after record Q3 and $10.25bn guide
Applied Materials hit record Q3 revenue and guided to US$10.25bn for Q4. Can AI chip demand justify AMAT's demanding valuation?
August 14, 2026
Antofagasta (LSE: ANTO) falls 6.8% as copper guidance is cut after strong H1
Antofagasta fell 6.8% after cutting 2026 copper guidance. Can Los Pelambres recover fast enough to meet its revised production target?
August 14, 2026
Adyen (AMS: ADYEN) jumps 16% as growth guide rises but margins tighten
Adyen surged 16% after raising 2026 growth guidance. Can Talon.One, Orb and AI payments justify the €33bn valuation and higher spending?
August 14, 2026
OPKO Health (Nasdaq: OPK) raises $125m against mazdutide royalties as GLP-1 financing strategy deepens
OPKO Health raises $125 million against mazdutide royalties. Read how the KKR-linked financing reshapes OPK’s GLP-1 capital strategy.
August 14, 2026
Muthoot Fincorp’s Rs 3,000cr IPO could imply a Rs 30,000cr valuation if dilution stays near 10%
Muthoot Fincorp Limited has filed for a ₹3,000 crore fresh-equity IPO after previously signalling dilution of at least 10%. If dilution settles at exactly 10%, the math points to a ₹30,000 crore post-money valuation and roughly 16 times FY26 profit.
August 14, 2026
Emerson wins BP automation contract for $2.9bn Shah Deniz Compression build
Emerson wins integrated control and safety scope on BP's $2.9bn Shah Deniz Compression platform, extending an automation role that already spans a decade.
August 13, 2026
Nearly 69% of Intuitive Machines’s $1.76bn backlog comes from one acquisition and one satellite program
Intuitive Machines, Inc.’s backlog has surged to $1.76 billion, but at least $1.21 billion comes from acquired Lanteris work and one commercial satellite program. The remaining book is still more than twice its entire year-end 2025 backlog.
August 13, 2026
Ancora’s $1.2bn bid equals 36% of H.B. Fuller Company’s market value for a unit producing 21% of H1 EBITDA
Building Adhesive Solutions produced about 25% of H.B. Fuller Company’s first-half revenue but only 21% of segment EBITDA. Ancora’s offer reaches roughly 36% of the parent company’s current market value.
August 13, 2026