Browsing Tag
Deutsche Bank
53 posts
Rocket Lab (Nasdaq: RKLB) jumps as Iridium deal resets the thesis
Rocket Lab gains Iridium’s recurring satellite revenue, but US$3.6 billion of committed debt turns scarce spectrum into a major leverage test.
Could Rocket Lab’s $8bn Iridium deal redefine its space growth story?
Rocket Lab’s $8 billion Iridium deal could transform RKLB into a vertically integrated space company with launch, satellites, spectrum and recurring services.
RKLB surges, IRDM soars 20% as Rocket Lab strikes $8bn Iridium takeover
Rocket Lab is buying Iridium for $8 billion, pivoting from launch provider to integrated space operator as RKLB, IRDM, PL and ASTS all move. Read the analysis.
Is Venture Global’s $1.5bn shipping loan a liquidity win or another layer of debt?
Venture Global has converted its nine-vessel LNG carrier fleet into a new source of secured capital, strengthening liquidity while placing shipping assets, earnings and charter arrangements directly behind a $1.5 billion loan facility.
Intuitive Machines (NASDAQ: LUNR) surges 11% on Cantor upgrade and Lunar Terrain Vehicle catalyst
Intuitive Machines ran 80% on a Cantor upgrade and a pending NASA contract. But the rover award just went to rivals, and the stock trades at 39x sales.
Can Warner Bros. Discovery’s $10bn loan package calm debt concerns before the Paramount merger?
Warner Bros. Discovery’s $10B loan package exposes the debt test behind the Paramount merger. Read why media consolidation is getting harder.
Should retail investors buy ING Groep (INGA) at €26 ahead of Q2 2026 results?
ING beat Q1 estimates and launched a €1bn buyback. But a €94m Iran war credit overlay is the line analysts are not pricing.
RELX (LSE: REL) gains 1.2% as relief bounce builds after AI-driven 12.7% ten-day slide
Anthropic's legal AI tool wiped 15% off RELX in a day. Six months later, the question is whether the market has overpriced the disruption or underpriced it.
Scout24 (ETR: G24) stock pops as ImmoScout24 owner unveils Agentic OS and lifts targets
Online classifieds are supposed to be losing to AI. Scout24 just turned that thesis around with immo.ai, an Agentic OS, and a 64% margin target by 2028.
JD Sports (LSE: JD.) closes 4.6% lower as Nike exposure and FY27 guidance weigh
JD Sports trades at 5x forward earnings near a multi-year low. The market is pricing another profit decline, not a Nike recovery or a takeover bid.