Browsing Tag
Goldman Sachs
191 posts
BT Group (LSE: BT.A) shares hit multi-year high as JP Morgan flags dividend doubling
BT Group's altnet bear case is fading. JP Morgan thinks the dividend doubles by 2030. The 21 May results will decide if the rerating sticks.
Fluence Energy stock jumps 32% as hyperscaler deals reset thesis: What FLNC investors need to watch next
Wall Street wrote off Fluence's Q2 revenue miss in minutes. Two hyperscaler supply deals and a $5.6B backlog flipped the thesis on US battery storage overnight.
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.
Strait of Hormuz update: Donald Trump halts Project Freedom as Iran agreement moves closer
Donald Trump paused Project Freedom one day after launching it. The blockade stays, oil sits above $112, and the Iran agreement now hinges on Beijing.
Royal Enfield posts 31% April surge as Eicher Motors steadies near Rs 7,275 ahead of May 8 Q4 print (NSE: EICHERMOT)
Royal Enfield just posted its biggest April ever. Q4 results land Thursday. The market is pricing one and ignoring the other.
Circle Internet Group (NYSE: CRCL) jumps 16% on CLARITY Act stablecoin yield compromise
Tillis-Alsobrooks broke the stablecoin yield deadlock. CLARITY now has a path to law and Circle has a stacked catalyst week ahead of May 11 earnings.
Volkswagen Brand Group Core Q1 2026 operating profit climbs 38% to €1.54bn as ID.4 USA exit drags Volkswagen brand margin to 0.4%
Volkswagen Brand Group Core hit a 4.4% Q1 margin. The flagship Volkswagen brand managed 0.4%. Skoda Auto is now carrying the entire portfolio.
Pharma M&A trends 2026: Why $1.3tn in firepower is meeting the steepest patent cliff in industry history
Big pharma has $1.3 trillion to deploy and $230 billion in revenue going off-patent by 2030. The 2026 deal map shows where the panic is real.
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.
Brent crude above $114 as Trump prepares for months-long Hormuz blockade
Trump signals a months-long Hormuz blockade while rejecting Iran's ceasefire offer. Brent above $114. The UAE has left OPEC. The supply crisis has no visible exit.