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NYSE
71 posts
Boeing (BA) slides after Trump’s China aircraft order falls short of 500-jet hopes
Boeing got China back, but not big enough. The 200-jet order leaves investors asking whether BA can turn diplomacy into delivery.
Under Armour (NYSE: UAA) sinks 17% as FY27 guide undercuts the turnaround timeline
UAA guided FY27 EPS at $0.10 against consensus of $0.23. The North America turnaround is real but slower than promised. Now Plank has to defend a $6 share price.
Ambiq Micro (NYSE: AMBQ) rips 45% on Q1 beat as edge AI demand outruns guidance
AMBQ just printed 75% Q2 growth guidance into a market modelling 36%. The on-device AI silicon thesis is suddenly the only chip trade that does not need a hyperscaler order.
L3Harris wins US Air Force ABMS digital backbone role as LHX trades 21% off 52-week high
The Air Force just gave L3Harris the ABMS backbone. The harder question is whether LHX, down 21% from highs, can convert this into multi-year backlog.
Amcor (ASX: AMC) climbs as Berry Global synergies exceed targets and Q3 revenue beats consensus
Amcor's Berry Global merger is one year old. Synergies just exceeded targets. The Iran war is forcing higher inventory. The integration thesis is intact.
Block (ASX: XYZ) Q1 beat reframes the AI restructuring as a margin story
Block cut 40% of staff. Bears called it desperation. Today's Q1 beat and guidance lift suggest Dorsey's AI bet is working.
Equinor brings Eirin field online as Norway accelerates marginal-field strategy to defend Europe’s gas supply
A field abandoned in 1978 is now feeding Europe's gas grid. Equinor's Eirin tells you what Norway's North Sea strategy looks like in 2026.
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.