Browsing Tag
NYSE
98 posts
STMicroelectronics (STM) guides Q3 revenue below consensus even as 2027 data centre target crosses $2bn
STMicroelectronics missed Q3 revenue consensus but lifted its 2027 data centre target above $2 billion, testing investor patience on margin recovery.
Alcoa (NYSE: AA) approves Australia gallium project with US-Japan-Australia backing
Alcoa (NYSE: AA) reaches FID on 100-tonne Wagerup gallium plant with US, Japan and Australia backing under the $13bn allied critical minerals framework.
DigitalOcean (DOCN) Q2 RPO tops $800m, 10X YoY on nine-figure AI customer wins
DigitalOcean (DOCN) up 9.3% as Q2 RPO tops $800M, 10X YoY on nine-figure AI wins. Growth accelerates to 29%, capacity extends into 2028.
Levi Strauss (LEVI) delivers Q2 2026 double beat and raises FY revenue growth to 7-7.5%
Levi Strauss (LEVI) delivers Q2 double beat, raises FY revenue growth to 7-7.5% and lifts dividend 14%. Tariff-adjusted guidance signals margin recovery ahead.
Oracle’s $638bn AI backlog now exceeds its own market capitalization
Oracle's $638 billion AI backlog now exceeds its market cap, but capex and financing risk keep pressuring the stock.
Getty Images scraps $3.7bn Shutterstock merger after UK regulator’s demand
Getty Images scraps its $3.7 billion Shutterstock merger after UK regulators demand a full editorial business divestiture.
QXO completes $17bn TopBuild acquisition, cementing building products roll-up
QXO completes its $17 billion acquisition of TopBuild, its third major deal in two years in building products distribution.
FedEx (FDX) to sell Supply Chain unit to CMA CGM for $1.4bn as portfolio restructuring continues
FedEx to sell its Supply Chain unit to CMA CGM for $1.4 billion as the company sharpens its focus on core delivery operations.
Why Brookfield just bet $25bn on Bloom Energy’s fuel cells powering the AI buildout
Bloom Energy and Brookfield expand their AI power financing partnership to $25 billion as BE stock trades near 52-week highs.
Carnival (NYSE: CCL) Q2 FY26 print meets Iran fuel shock as PROPEL 2029 targets land
Carnival (NYSE: CCL) just printed record Q1 and launched a USD 2.5B buyback. The Iran fuel shock is the part the bull case has to absorb.