Browsing Tag
Barclays
37 posts
WillScot stock surges 19% on data center demand shift: What WSC investors need to watch next
Local construction is contracting 6%. Data centers and federal megaprojects are mobilising in size. WillScot's Q1 just showed which side of that split wins.
The legal AI race just got hotter as Legora pulls in Atlassian and NVentures
Legal AI is moving from drafting tool to workflow engine. Legora’s $600M round shows why Atlassian and NVIDIA want a seat at the table.
Lloyds Banking Group (LSE: LLOY) Q1 2026 profit jumps 33% to £2bn as NIM hits 3.17% and guidance raised
Lloyds beat Q1 by 14%, lifted 2026 guidance, then watched its shares drop. The structural hedge is masking a UK macro reset that could test asset quality.
Microsoft and OpenAI rewrite landmark partnership as ChatGPT maker gains freedom to court Amazon and rival clouds
Microsoft built the AI era on exclusivity with OpenAI. It just gave that up. The question now is what Azure defends with no contractual moat left.
SoundHound AI bets on enterprise AI consolidation with LivePerson deal as SOUN trades near 52-week lows
SoundHound AI to acquire LivePerson in an all-stock deal targeting a $500M revenue opportunity. What the $250M enterprise value transaction means for SOUN investors and enterprise AI. Read more.
Reckitt Benckiser (LSE: RKT) holds FY2026 guidance at +4-5% despite Q1 cold season drag and Europe weakness
Reckitt Benckiser holds 2026 guidance at +4-5% LFL after Q1 shows 3.1% ex-seasonal growth. Emerging Markets surge but Europe drags. Read our analysis.
Tesco is the UK’s biggest grocer again — and its FY26 results explain exactly why Aldi and Lidl should be paying attention
Tesco PLC (LSE: TSCO) FY26 results: £3.15bn profit, record UK market share, £750m buyback. What the numbers mean for UK retail investors. Read more →
PSEG (NYSE: PEG): Why May 5 earnings matter for utility investors
PSEG (NYSE: PEG) heads into May 5 earnings with dividend growth, nuclear cash flow, and big capex plans. Read what could drive PEG next.
SoFi Technologies (Nasdaq: SOFI) faces its biggest test as Q1 2026 earnings loom on April 29
SoFi Technologies (NASDAQ: SOFI) heads into its Q1 2026 earnings on April 29 battered by a Muddy Waters short report and analyst cuts. Here is what retail investors need to know.
Stanley Black and Decker closes $1.8bn Howmet Aerospace deal, redirecting proceeds to slash debt and unlock capital allocation flexibility
Stanley Black and Decker closes its $1.8bn Howmet Aerospace deal. See what it means for SWK debt targets, HWM's fastener strategy, and both stocks. Read more.