Browsing Tag
Citigroup
31 posts
Cerebras IPO priced 51% above range: How much will investors pay for AI not named Nvidia?
Cerebras priced 35% above its first range. The harder question is whether a company with 86% UAE revenue can justify $56 billion as a Nvidia alternative.
May 14, 2026
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.
May 13, 2026
Anglo American (LSE: AAL) closes 3.9% higher as copper hits record on China acid ban
Iran war disrupted sulphur. China halted acid exports. Chile's copper output is squeezed. Anglo American shareholders are watching the whole chain unfold.
May 12, 2026
AirTrunk commits $3bn to JHB3 and JHB4 as Malaysia bet hits $6.8bn
AirTrunk is pouring USD3 billion more into Johor as Singapore caps capacity and Malaysia tightens AI data centre rules. Whose grid pays the bill?
May 5, 2026
Starbucks lifts FY26 guidance after Q2 beat, SBUX gains 5% as US transactions return for second straight quarter
Starbucks called the turn in its turnaround. North America margin still slipped 170bps. The harder question is whether ticket can hold without discounts.
April 29, 2026
Michael Klein’s newest SPAC just got bigger. What is Churchill Capital Corp XII really hunting?
Churchill Capital Corp XII upsized its IPO as SPACs regain momentum. The real test is target quality, not trust size. Read more.
April 28, 2026
Intertek Group (LON: ITRK) surges 12% as demerger plan reshapes the investment case
Intertek Group (LON: ITRK) surged 12% on 14 April 2026 after launching a strategic review to split into two businesses. Q1 revenue hit £838.5m. Full retail investor analysis here.
April 14, 2026
Why Blackstone Digital Infrastructure Trust’s IPO filing matters for Blackstone Inc. (NYSE: BX) and data center investors
Blackstone Digital Infrastructure Trust has filed for an IPO. Read why this BXDC move matters for Blackstone, hyperscalers, and AI data center investors.
April 11, 2026
Supermicro (SMCI): Can the AI server giant survive its legal crisis and deliver on $36bn guidance?
Supermicro (SMCI) trades near USD 22 after the DOJ indicted its co-founder for alleged Nvidia chip smuggling. Here is what retail investors need to know before the May 5 earnings report.
April 10, 2026
Why ING Groep (INGA) ending its Russia sale matters beyond one failed bank disposal
ING has scrapped the sale of its Russian bank after approval delays. Read what this means for capital, strategy, and Europe’s broader Russia exit playbook.
April 7, 2026