Browsing Tag
RBC Capital
12 posts
IBM Q2 2026: Software growth holds as mainframe drop and 4-5% guide cap rebound
IBM Q2 2026 confirms the pre-announcement, rebases full-year growth to 4-5% and leaves the mainframe cycle and H2 software deal conversion as the swing factors.
Should retail investors buy ING Groep (INGA) at €26 ahead of Q2 2026 results?
ING beat Q1 estimates and launched a €1bn buyback. But a €94m Iran war credit overlay is the line analysts are not pricing.
Equinor locks in 5-year German gas supply via Eneco’s LichtBlick as Berlin’s Norwegian dependence deepens
Equinor signs 5-year gas deal with Eneco's LichtBlick, supplying low-emission Norwegian gas to Germany through 2030 as Berlin's NCS dependence deepens. Read more.
BP (LSE: BP.) climbs 1.4% as Uzbekistan upstream entry and analyst upgrades override the ex-dividend mechanical drag
Iran war doubled BP's profit. Castrol is sold. Uzbekistan is in. Citi says $15bn of disposals are coming. Meg O'Neill's reset may finally have a plan.
Hiscox (LSE: HSX) jumps 12% on Intact Financial takeover approach reports
Zurich just paid £8.1bn for Beazley. Now Intact Financial is circling Hiscox. The UK specialty insurance auction may have only just begun.
Insmed (NASDAQ: INSM) rebounds as retail eyes ATS 2026 readouts after Q1 reset
INSM bounced 11% after a 20% post-earnings reset. BRINSUPRI is launching faster than any respiratory drug in a decade. So why did the market sell the print?
Why Cochlear (ASX: COH) is bouncing despite a 40.5% drop since the April FY26 downgrade
Cochlear bounced 2.31% today, but the stock sits 40% below pre-downgrade levels. The August FY26 result is where management's recovery thesis either holds or breaks.
DocuSign stock and IAM platform: What DOCU retail investors need to know in 2026
DocuSign reported $3.2B in fiscal 2026 revenue with IAM platform growth accelerating. Here is what investors and enterprise buyers need to know now.
Antofagasta (LON: ANTO): The 2027 production step-change that analysts are debating right now
Antofagasta (LON: ANTO) posted record EBITDA in 2025 as two major Chilean mine expansions target completion in 2027. Here is what retail investors need to know.
World’s biggest oil chokepoint closed: What the Iran crisis means for energy prices globally
Iran closes the Strait of Hormuz after US-Israel strikes; Brent crude surges 14% to $83, European gas up 70% as QatarEnergy halts LNG production.