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Why ASX retail investors are rethinking Gentrack (ASX: GTK) after the 30% guidance shock
Gentrack halved its FY26 EBITDA guidance and announced a buyback. The deeper story is Octopus Energy's Kraken platform reshaping global utilities software.
May 5, 2026
Why ASX retail investors are watching Ventia (ASX: VNT) bounce after April pullback
Ventia holds $22.1bn work in hand and a $250m buyback. The ACCC trial sits in 2027. Retail investors own half the register and August earnings is the next test.
May 5, 2026
Global Business Travel Group (NYSE: GBTG) jumps 57% on $6.3bn Long Lake Management buyout
Long Lake is paying $9.50 cash for Amex GBT. The 1.8 percent spread says the market trusts the deal closes. The harder question is what it signals next.
May 4, 2026
Foxconn wants more than factories. Its new LEO satellites show where it may be heading
Foxconn is testing space ambitions beyond electronics. PEARL satellites may reveal whether 2317.TW can scale LEO manufacturing.
May 4, 2026
Why UBS sees Gildan Activewear Inc. (GIL) as a post-HanesBrands earnings compounder
Gildan’s HanesBrands deal could reset apparel margins. Can integration discipline turn UBS’s 77% upside case into reality?
May 4, 2026
The $2bn Moneris question: Why Canadian banks may be stepping back from merchant payments
Canadian banks may exit Moneris as Francisco Partners circles payments. A $2B deal could reset Canada’s merchant infrastructure.
May 4, 2026
Disney’s The Devil Wears Prada 2 delivers $233m global debut as summer box office heats up
Disney needed theatrical momentum. The Devil Wears Prada 2 delivered a $77M domestic debut. Read why nostalgia still sells.
May 4, 2026
Lockheed Martin deepens space defense role as U.S. Space Force advances space-based interceptor program
Missile defense is moving into orbit. Lockheed Martin’s SBI role tests whether space can become the next layer of U.S. homeland defense.
May 4, 2026
Zen Technologies (NSE: ZENTEC) stock faces FY27 execution test after muted FY26 and Rs 1,336cr order book
Zen Technologies had a weak FY26. A ₹1,336 crore defence order book now decides whether FY27 restores investor confidence.
May 4, 2026
A160 Hummingbird unmanned rotorcraft: Inside Boeing’s failed bid to redefine vertical lift
Boeing built a UAV helicopter that flew 18.7 hours and hovered at 20,000 feet. The Army cancelled it anyway. The A160 Hummingbird story still shapes 2026 UAV strategy.
May 3, 2026