Browsing Tag
JP Morgan
10 posts
Beazley (LSE: BEZ) edges up 0.04% on Friday with Zurich scheme on glide path to court sanction and H2 completion
Beazley shareholders voted 99.9% in favour. Zurich keeps buying at 1,280p. The court hearing is next. The 2.3% arbitrage spread is the last word on this deal.
Diageo (LSE: DGE) gains 1.5% as insider buying and Q3 recovery momentum extend the turnaround narrative
Diageo's 0.3% Q3 growth was minimal. But it was the first positive print in a year, and the August strategy update is where the real test begins.
IAG (LSE: IAG) jumps 6.4% as British Airways owner moves to wipe out €825m of bond dilution
Three days after a profit warning, IAG is buying back €825m of 2028 convertibles. The move kills 5.6% dilution before it happens, and the market noticed.
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.
Panthalassa wants to run AI inference at sea, and Thiel, Doerr, and Supermicro just funded it
Wave energy spent twenty years failing to reach the grid. Panthalassa just raised $140 million from Peter Thiel and others by skipping the grid entirely.
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.
IAG up 6% today — is the Iran sell-off finally bottoming out before Q1 numbers?
IAG (LSE: IAG) rebounds to 408p as oil retreats and analyst targets cluster at 500p. Full retail investor roadmap ahead of the 8 May 2026 Q1 results.
Qiagen (NYSE: QGEN) at a crossroads ahead of new CEO and Q1 2026 results
Qiagen (NYSE: QGEN) retail investor roadmap: strategic review, CEO search, 2026 product pipeline and what the May earnings call means for shareholders.
IBM and ElevenLabs bring enterprise-grade voice AI to watsonx Orchestrate, targeting regulated sectors at scale
IBM integrates ElevenLabs voice AI into watsonx Orchestrate with HIPAA and PCI controls, targeting healthcare, banking, and government. Read the full analysis.
WPX Energy to acquire Delaware Basin operator Felix Energy for $2.5bn
WPX Energy acquisition of Felix Energy : WPX Energy, an Oklahoma-based natural gas liquids company, has signed a…