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NYSE
54 posts
Global Business Travel Group (NYSE: GBTG) jumps 57% on $6.3bn Long Lake Management buyout
Long Lake is paying $9.50 cash for Amex GBT. The 1.8 percent spread says the market trusts the deal closes. The harder question is what it signals next.
Berkshire Hathaway Q1 operating earnings rise as BRK.B tests investor patience
Berkshire has more profit and more cash, but BRK.B still trails the market. Greg Abel’s real test is capital deployment.
Suzano (NYSE: SUZ) posts BRL 4.6bn EBITDA as pulp volume record tests leverage discipline
Suzano has record pulp volume, but leverage remains heavy. The real test is whether scale can turn into durable cash flow.
Coca-Cola (KO) lifts 2026 EPS guidance after Q1 beat as price/mix slows and APAC operating income falls 14%
Coca-Cola raised 2026 EPS guidance after a Q1 beat. The harder question is whether tax cuts and a calendar tailwind are masking slower pricing power.
GSK trades near 2,027p as Q1 core EPS rises 9%, full-year 2026 guidance reaffirmed
GSK beat the top line and held guidance, but the harder question is whether Specialty Medicines can keep outrunning the Vaccines and General Medicines drag.
Why Goldman Sachs still sees $160bn in IPO proceeds despite fewer expected listings
Fewer IPOs, same $160bn target. Goldman Sachs’ reset shows why 2026 listings may depend on mega-deals. Read the full analysis.
SAP Q1 2026: Cloud revenue surges 27% as Klein defends AI story against a halved stock
SAP cloud revenue jumped 27% in Q1 2026, but the harder question is whether one quarter can rebuild conviction in a stock down 48% from peak.
Why record large deal wins at TCS, Infosys, HCLTech, and Wipro are not showing up in constant-currency revenue growth
Indian IT booked $72B in deals in FY2026. Three of four majors contracted in constant currency. The gap between winning and growing has never been wider.
Wipro FY2026 results: Large deal bookings surge 45%, but constant-currency revenue falls as Q1 FY2027 guidance disappoints
Wipro posts Rs 150B buyback and $7.8B large deal wins but constant-currency revenue falls in FY2026. Q1 FY2027 guidance flat to negative. Read full analysis.
IBM (NYSE: IBM) beats Q1 revenue with $15.9bn but holds guidance, shares fall 6.7% after hours
IBM beats Q1 2026 revenue at $15.9bn with 11% software growth and 51% IBM Z surge, but a guidance hold triggers a 6.7% after-hours sell-off. Read the full analysis.