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Bank of America
38 posts
Delivery Hero (DHER) stock up 4% to €29.5 as Aspex forces CEO exit and Korea sale opens
Aspex pushed out the CEO and bought 5% more. Prosus must keep selling. Korea is on the block. Delivery Hero (XETRA: DHER) is being rebuilt in real time.
Wingstop (NASDAQ: WING) bounces 8.6% off 52-week lows as dip buyers test the comp reset
Wingstop posted its worst same-store sales decline in 22 years and the stock collapsed. The asset-light model is intact. The August print decides what happens next.
Diageo (LSE: DGE) gains 1.5% as insider buying and Q3 recovery momentum extend the turnaround narrative
Diageo's 0.3% Q3 growth was minimal. But it was the first positive print in a year, and the August strategy update is where the real test begins.
Under Armour (NYSE: UAA) sinks 17% as FY27 guide undercuts the turnaround timeline
UAA guided FY27 EPS at $0.10 against consensus of $0.23. The North America turnaround is real but slower than promised. Now Plank has to defend a $6 share price.
Insmed (NASDAQ: INSM) rebounds as retail eyes ATS 2026 readouts after Q1 reset
INSM bounced 11% after a 20% post-earnings reset. BRINSUPRI is launching faster than any respiratory drug in a decade. So why did the market sell the print?
Kaoko Metals (KAO) lists on ASX with A$6.5m IPO and a Namibian copper portfolio chasing a structurally short market
LME copper sits near record highs. Junior raises keep failing. Kaoko Metals just cleared an oversubscribed A$6.5m IPO. Chalkos drilling decides the rest.
BHP Group (ASX: BHP) leads ASX 200 miners higher as copper thesis reignites supercycle trade
Base metals are flat. Iron ore hasn't moved. So why is BHP Group ripping the ASX 200 to a two-week high? The copper thesis is back in play.
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.
KNDS investigation into 2013 Qatar arms deal clouds Franco-German tank champion’s IPO window
KNDS hits its summer IPO sweet spot. A 2013 Qatar deal hits its 2025 audit. PwC's pause may decide whether €20 billion lists or slips.
DocuSign stock and IAM platform: What DOCU retail investors need to know in 2026
DocuSign reported $3.2B in fiscal 2026 revenue with IAM platform growth accelerating. Here is what investors and enterprise buyers need to know now.