Browsing Tag
JPMorgan
48 posts
FatPipe Q1 profit jumped 63%. Why is former JPMorgan banker Kanishka Ragula becoming CFO now?
FatPipe has promoted former JPMorgan technology banker Kanishka Ragula to CFO as quarterly revenue rises 28%, profit grows 63% and the SD-WAN company evaluates acquisitions alongside organic growth.
Marvell hands Google $12.2bn warrant to close hyperscaler custom silicon sweep
Marvell's $12.2bn Google warrant vests only against $120bn in cumulative custom silicon revenue, six times its current data centre run rate through fiscal 2033.
Eternal Limited (NSE: ETERNAL): Can Blinkit’s profit turn justify the valuation?
Eternal’s Blinkit is profitable, but can rapid store expansion defend margins and justify NSE: ETERNAL’s premium valuation? Read the analysis.
3M (NYSE: MMM) jumps 7.3% as Q2 beat lifts profit outlook
3M shares approached their 52-week high after accelerating organic sales, stronger industrial demand and higher 2026 earnings guidance reset investor expectations.
Eos Energy (NASDAQ: EOSE) surges 21% after Golden Dome Z3 prototype award from Pentagon
Eos Energy (NASDAQ: EOSE) surges 21% after winning a multi-million-dollar Golden Dome prototype contract from the Department of War, referenced by Trump.
PepsiCo (PEP) Q2 revenue beats, EPS misses by penny, shares fall 3.2%
PepsiCo (PEP) beats Q2 revenue, misses EPS by penny, shares fall 3.2% as North America stalls even as international logs 21st straight MSD growth quarter.
Argan (NYSE: AGX) record Q1 FY27 print runs into the data center power debate
Argan (NYSE: AGX) just printed 50 percent revenue growth on AI data center power demand. The real test is whether the USD 2.8B backlog converts cleanly.
Seagate Technology (STX) rallies again as AI storage demand fuels a wave of $1,000 price targets
Seagate Technology (STX) rallies about 9% as AI storage demand and analyst targets up to $1,090 lift the stock, though valuation has run hot. Full analysis.
e.l.f. Beauty (NYSE: ELF) leans on rhode and Hailey Bieber as core growth stalls
e.l.f. Beauty (NYSE: ELF) is posting record sales, but its core brand has stalled and tariffs squeeze margins. Hailey Bieber's rhode is now the engine.
Sensata Technologies downgraded to equal weight by Barclays after ST nearly doubles in a year
Barclays cut Sensata Technologies to equal weight after ST nearly doubled in a year, even as it raised the target to $53. The turnaround now looks priced in.