Browsing Tag
Middle East
79 posts
Amcor (ASX: AMC) climbs as Berry Global synergies exceed targets and Q3 revenue beats consensus
Amcor's Berry Global merger is one year old. Synergies just exceeded targets. The Iran war is forcing higher inventory. The integration thesis is intact.
Robo.ai bets on Neurovia to build data infrastructure for the physical AI economy
Robo.ai is chasing physical AI infrastructure with a $100M stock deal. The bigger test is dilution, execution, and investor trust.
Oil prices rebound as Middle East peace hopes collide with supply fears
Peace hopes hit oil’s risk premium, but falling United States inventories show why crude markets are not ready to relax yet.
America produces oil, but drivers still pay: Why gas prices are surging again
United States oil strength meets Strait of Hormuz disruption. $4.50 gasoline is turning global conflict into a domestic inflation test.
Why Cochlear (ASX: COH) is bouncing despite a 40.5% drop since the April FY26 downgrade
Cochlear bounced 2.31% today, but the stock sits 40% below pre-downgrade levels. The August FY26 result is where management's recovery thesis either holds or breaks.
Oil market whiplash: Brent crude retreats after U.S.-Iran escalation fears
Oil fell after a $126 spike, but U.S.-Iran war risk still hangs over supply, inflation, and the Strait of Hormuz.
SLB Q1 2026 revenue rises 3% as ChampionX offsets international slowdown
SLB’s revenue grew, but margins cracked under Middle East disruption. ChampionX and AI now carry more of the recovery story.
Procter & Gamble (NYSE: PG) beats Q3 estimates on beauty momentum but Andre Schulten flags billion-dollar oil headwind for fiscal 2027
Procter & Gamble beat Q3 estimates, but a $1 billion fiscal 2027 oil warning is the harder question for investors banking on a clean earnings reset.
Gujarat Themis Biosyn (GUJTHEM) bets on global branded generics with €158m Sanofi portfolio deal
Find out how Gujarat Themis Biosyn’s €158m Sanofi portfolio deal could reshape its global anti-infective growth strategy.
UK PM Keir Starmer outlines five-point plan as Middle East conflict drives up energy bills and threatens trade routes
UK PM Keir Starmer announces household energy relief, a 35-nation maritime coalition, and deeper EU ties as the Middle East conflict disrupts Strait of Hormuz trade routes.