Browsing Tag
J.P. Morgan
54 posts
Prologis agrees £14.3bn SEGRO takeover in largest 2026 UK REIT deal
Prologis will pay up to £14.3 billion for SEGRO, but H1 2027 closing hinges on shareholder votes, regulatory clearances and a fresh $2.1bn equity raise.
Alimentation Couche-Tard’s $8.6bn Żabka tender is the largest deal in its history and a decisive European bet
Couche-Tard's $8.6bn Żabka tender is its biggest deal ever, but EU merger review and minority holders still stand between it and a December 2026 close.
Digital Realty (NYSE: DLR) jumps 11% as AI leasing backlog hits a record
Digital Realty stock jumped 11% as AI leasing and renewal pricing accelerated. Can DLR convert its record backlog into per-share growth?
VeriSign (NASDAQ: VRSN) gains 7% as .web and domain growth lift outlook
VeriSign stock gained 7% as domain growth accelerated and .web moved closer to launch. Can VRSN justify its premium valuation?
Project Peregrine: Kuwait Petroleum seals $16bn pipeline pact with Blackstone, Brookfield, KKR
Kuwait's $16 billion Project Peregrine hands Blackstone, Brookfield and KKR a 49% stake and ties their return to a 2035 target of 4 million barrels a day.
IBM Q2 2026: Software growth holds as mainframe drop and 4-5% guide cap rebound
IBM Q2 2026 confirms the pre-announcement, rebases full-year growth to 4-5% and leaves the mainframe cycle and H2 software deal conversion as the swing factors.
STMicroelectronics (STM) guides Q3 revenue below consensus even as 2027 data centre target crosses $2bn
STMicroelectronics missed Q3 revenue consensus but lifted its 2027 data centre target above $2 billion, testing investor patience on margin recovery.
FactSet reports Q3 revenue growth as financial AI workflows gain traction
FactSet’s Q3 results show 7.1% organic ASV growth and rising AI adoption, sharpening the FDS stock story despite margin pressure.
Nike (NKE) beats Q4 with $986m tariff refund but Greater China -12% keeps stock heavy
Nike (NKE) Q4 beats on $986M IEEPA tariff refund but China -12%; turnaround still lagging. Full executive read on Elliott Hill's plan ahead of Investor Day.
AOL owner Bending Spoons (BSP) targets $19bn Nasdaq listing in July 1 debut
Bending Spoons (BSP) IPO prices June 30 at $26-28 for a $19B Nasdaq debut July 1. Full executive analysis of the Italian software rollup. Read inside.