Browsing Tag
Morningstar
16 posts
Magnum Ice Cream (NYSE: MICC) jumps 10.9% on Blackstone and CD&R takeover talk just five months after the Unilever spinoff
Magnum spun out of Unilever at 7.8 billion euros. Froneri sold at 15 billion. Blackstone and CD&R are watching. The summer ice cream season decides the bid.
Cisco Systems guides FY26 revenue to $63bn, cuts nearly 4,000 jobs as AI orders hit $5.3bn: $CSCO surges toward record
Cisco Systems is cutting 4,000 jobs while AI orders compound past $9 billion. The question is whether Chuck Robbins can hold margins through tariffs.
Synertec (ASX: SOP) drops as Hitachi Energy collaboration excitement fades into post-update profit-taking
Synertec just signed Hitachi Energy. The Powerhouse is AI-powered grid tech. The market cap is A$12m. The analyst consensus target is 400% above current.
Tanami Gold (ASX: TAM) drops as A$70.5m entitlement offer at 35% discount triggers dilution selling
Tanami Gold needs A$70.5m to match Northern Star's CTPJV contribution. The 35% discount priced the dilution. Friday wiped 14% off the share price.
333D Ltd (ASX: T3D) shares fall as micro-cap 3D printing and Bitcoin treasury hybrid sees profit-taking after extreme rally
333D rallied between 315% and 823% over 12 months. The 52-week range is 58-fold. Friday wiped out 17%. The volatility is the thesis, not the bug.
Regis Resources (ASX: RRL) climbs as A$1.1bn cash build and Iran war gold premium support thesis
Regis Resources just hit A$1.13bn cash and bullion. The Iran war is keeping gold bid. The unhedged exposure cuts both ways. The Q4 print is the test.
Iperionx (ASX: IPX) shares climb as Virginia 24/7 titanium production ramps and Pentagon backing builds
The US is 100% reliant on imported titanium sponge. China controls 67% of global production. Iperionx is the Pentagon-backed bet to fix that.
Mercury NZ (ASX: MCY) shares climb as hydro surge lifts FY2026 EBITDAF guidance to NZ$1.05bn
Mercury NZ runs only renewables. Hydro inflows are well above average. EBITDAF guidance just got lifted to NZ$1.05bn. The mean reversion question is when, not if.
Equinor (OSE: EQNR) bets NOK 17bn that Norwegian wells can hold the line on European energy security
Norway has no spare capacity left. Equinor's NOK 17 billion bet on Baker Hughes, Halliburton, and SLB is what Europe's energy security now depends on.
Mirum Pharmaceuticals (NASDAQ: MIRM) jumps 13% after VISTAS Phase 2b PSC win
Two Phase 2b wins in seven days. A pre-NDA meeting this summer. Mirum is starting to look less like a single-product rare disease story.