Browsing Tag
NYSE
98 posts
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.
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.