Browsing Tag
North America
68 posts
MAHLE says 2025 turnaround is holding as margins improve despite weaker auto demand
MAHLE improved adjusted EBIT and cut net debt in 2025 despite weak demand and tariffs. Read how its restructuring may reshape the supplier story.
Vertiv Holdings Co. acquires BMarko Structures as AI infrastructure lead times become a strategic battleground
Find out how Vertiv Holdings Co.’s BMarko deal could sharpen AI data center execution and strengthen its infrastructure edge. Read the full analysis.
Atomos (ASX: AMS) bets on new product cycle and NAB Show 2026 to lock in its turnaround
Atomos (ASX: AMS) returned to profit in H1 FY2026 with 28% revenue growth. Here is the retail investor roadmap for the next phase of its turnaround.
Nike (NYSE: NKE) posts flat Q3 revenue as China drag deepens and North America comeback accelerates
Nike Q3 FY26: $11.3B revenue, NKE stock near 52-week low after China -20% Q4 guide. Read the full strategic breakdown of earnings, tariffs, and recovery timeline.
NAVER expands healthcare AI thesis with follow-on investments in Nuvilab and Soundable Health
NAVER D2SF has backed Nuvilab and Soundable Health again. Read why these AI healthcare bets matter for U.S. hospitals, data capture, and growth.
Valeo just made a $225m Texas move, and it says a much bigger auto shift is hiding underneath
Valeo is investing $225 million in Texas to build software-defined vehicle hardware for General Motors. Read what this means for auto tech now.
Why Hanwha Power’s brand unification could strengthen its position in global gas turbine services and low-carbon power
Hanwha Power has unified compressor and gas turbine operations to target power plants and data centers. Find out what this means for global energy markets.
Dhurandhar: The Revenge rewrites Bollywood records, beats Jawan and KGF 2
Dhurandhar: The Revenge crosses Rs 501 crore worldwide in three days with a record-setting Rs 113 crore Day 3 India net, signalling blockbuster economics that could challenge Dangal's all-time global record.
GRPN slides after Q4 revenue shortfall raises questions about Groupon’s turnaround durability
Groupon (GRPN) fell 8% after Q4 revenue missed estimates and 2026 guidance trailed consensus. Read our analysis of what the miss means for the turnaround case.
CVGI surges 54% as CVG names Zoox strategic supplier and issues $700M revenue outlook for 2026
CVG (CVGI) targets $660M-$700M revenue in 2026 with Zoox robotaxi supply win and EV program ramp at the centre. Read the full strategic breakdown.