Browsing Tag
Inc.
347 posts
Travelers (NYSE: TRV) holds near record after a huge Q2 earnings beat
The Travelers Companies delivered sharply higher profit, stronger underwriting margins and rising investment income, but its valuation now leaves less room for catastrophe volatility.
AMC Entertainment (NYSE: AMC) surges 27% as Q2 cash flow turns positive
AMC Entertainment delivered record quarterly revenue, adjusted EBITDA and positive free cash flow, but debt and recent equity dilution remain central to the valuation.
Former SentinelOne executives launch Neo Security to secure AI agents across enterprise systems
Neo Security has raised $100 million to control AI agents at the endpoint, but commercial adoption will determine whether it becomes a category leader or another security layer.
SEGRO (LSE: SGRO) rejects Prologis (NYSE: PLD) £13.5bn bid as July 22 takeover deadline looms
SEGRO has rejected a third proposal from Prologis despite a 34% premium to its unaffected share price, turning the potential combination into a high-stakes argument over data centre value, development risk and who should capture the future upside from one of Europe’s most difficult-to-replicate industrial property portfolios.
Baker Hughes deepens Sabine Pass LNG role after Chart Industries acquisition
Baker Hughes’ Sabine Pass awards gain weight after Chart Industries, but Cheniere still faces FID, financing and federal approval tests before construction.
NextEra Energy starts operations at $279m Century Oaks Energy Center in Michigan
NextEra’s $279m Century Oaks Energy Center tests whether Michigan can convert storage targets into reliable capacity without losing community support over time.
WaFd, Inc. (NASDAQ: WAFD) posts $66m profit as margin holds at 2.81%
WaFd delivered another quarter of earnings growth as commercial lending and deposit repricing supported net interest income. Higher provisions, criticized loans and borrowings leave important questions about the durability of that progress.
MasTec’s $1.65bn Superior deal targets the electrical bottleneck behind AI data centres
MasTec’s acquisition of Superior Group expands the contractor from grid and fibre connections into the complex electrical systems inside hyperscale AI data centres.
Green Turtle battery project moves to construction as GIGA Storage closes Belgium financing
GIGA Storage’s Green Turtle financing puts Europe’s 2.8GWh battery buildout, Belgian grid congestion and project finance discipline on trial.
Baker Hughes and Kodiak Gas Services sign 1GW gas turbine order for U.S. data centers
Baker Hughes and Kodiak’s 1GW turbine order turns AI data center power demand into a gas infrastructure test for BKR and KGS.