Browsing Tag
North America
104 posts
Rentokil Initial (LSE: RTO) falls 20% after retiring US margin target
Rentokil Initial delivered stronger first-half profit and cash flow, but abandoning its 2027 North American margin target reopened doubts about the US$6.7 billion Terminix acquisition.
Einride targets North American charging scale with Flipturn energy software acquisition
Einride’s $38.4 million Flipturn acquisition strengthens ENRD’s electric freight platform with EV charging software and energy management.
Why IREN’s $2.8bn AI contract win matters for IREN stock and GPU cloud growth
IREN’s $2.8 billion AI cloud contracts raise its ARR target above $4 billion, strengthening IREN stock’s GPU infrastructure story.
Itaconix (AIM: ITX) shares surge as revenue guidance rises to at least $14.8m
Itaconix raised its full-year revenue expectations after first-half sales increased 72% to a record $8.3 million, driven by detergent customers in North America and Europe. The specialty polymer company still expects positive EBITDA in 2026, but repeat-order visibility, customer concentration and the margin impact of its expanding formulated-solutions business remain the central tests.
Computacenter (LON: CCC) rallies as AI demand puts H1 profit near double
Computacenter’s profit is set to double as AI demand surges. September results must prove its £4.7 billion valuation is not running ahead.
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.
Cocaine supply has quadrupled in a decade. The synthetic opioid threat may be even harder to stop
Cocaine output has quadrupled while meth and nitazenes spread worldwide. The United Nations warns the drug market is becoming harder to police.
Baker Hughes targets 500 MW geothermal buildout with Mantle Reach Power
Find out how Baker Hughes and Mantle Reach Power plan to build 500 MW of geothermal capacity and what the strategy means for BKR investors. Read more.
Why Baker Hughes’ 500 MW geothermal plan could matter beyond the energy transition
Baker Hughes’ 500 MW geothermal agreement links BKR to clean baseload power, AI data centre demand and financeable energy-transition infrastructure.
Lennox (LII) stock jumps on Heat Controller deal, but can its acquisition strategy protect margins?
Lennox is acquiring Heat Controller to expand its HVAC distributor reach. Discover how Comfort-Aire and Century could reshape LII’s growth strategy.