Browsing Tag
Barclays
63 posts
Ant International’s Falcon 2.0 posts strong forecasting results, but the bigger test begins inside bank treasury desks
Ant International is taking Falcon 2.0 from time-series research into bank treasury and foreign-exchange forecasting, where measurable cost savings rather than benchmark rankings will determine the model’s commercial value.
August 20, 2026
TTM Technologies makes $1.1bn defense push with Epiq Solutions acquisition
TTM Technologies is buying Epiq Solutions for $1.1B to expand in defense, electronic warfare and space. See why leverage is the key risk.
August 17, 2026
Inside the Harworth-Peel standoff: 172.5p cash against 224.4p per share NDV
Harworth's board unanimously rejected Peel Pepper's 172.5p cash offer as opportunistic, but the bid discounts EPRA NDV of 224.4p by nearly a quarter.
August 9, 2026
No dilution, no new cash, but Innovex International’s latest offering could still reshape the INVX story
Innovex International will receive no proceeds from Amberjack Capital Partners’ latest 5 million-share secondary offering, but the size of the block, its timing after strong second-quarter results and its potential impact on Amberjack’s ownership make the transaction more consequential than a routine shareholder sale.
August 7, 2026
KKR takes Integer private for $5.7bn as device manufacturing growth slows
KKR’s $5.7 billion Integer deal offers a 52% premium as weaker near-term device sales contrast with durable manufacturing demand.
August 3, 2026
Persistent Systems (NSE: PERSISTENT) Q1 FY27 revenue rises 16.1% as record $1.15bn TCV raises the execution bar
Persistent Systems delivered its 25th consecutive quarter of sequential revenue growth, but the record order book was heavily influenced by one unusually large contract as the company prepares for the proposed Nagarro combination.
August 3, 2026
Amgen data breach: Patient records exposed via third-party cloud storage
Amgen said patient health data was exfiltrated via third-party cloud storage in an incident deemed material days before its August 4 Q2 earnings release.
August 3, 2026
Tenet Healthcare (NYSE: THC) surges 17% as profit outlook resets valuation
Tenet Healthcare stock surged 17% after raising its 2026 outlook. Can hospital margins, USPI growth and buybacks support THC’s valuation?
July 26, 2026
ABB agrees ÂŁ4.1bn Rotork takeover as automation strategy moves closer to the industrial field layer
ABB Ltd has agreed a recommended cash acquisition of Rotork plc that values the British flow-control specialist at approximately £4.14 billion, giving Rotork shareholders a substantial premium while creating a strategically important but financially demanding test for ABB’s industrial automation ambitions.
July 16, 2026
Qorvo (NASDAQ: QRVO) signs worldwide distribution pact with Rochester Electronics on defense RF
Qorvo (NASDAQ: QRVO) signs Rochester Electronics deal for long-term RF supply, deepening its defense positioning before the Skyworks merger closes in 2027.
July 14, 2026