Browsing Tag
Reuters
38 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.
Stripe and Advent offer $53bn to buy PayPal (NASDAQ: PYPL), Reuters reports
PayPal (NASDAQ: PYPL) receives $60.50 per share joint bid from Stripe and Advent, valuing the fintech at $53bn with a $50bn bank financing package attached.
Russia pounds Kyiv as Trump offers Ukraine Patriot missile licence at NATO summit
Russia’s latest missile and drone attacks have exposed Ukraine’s shortage of ballistic missile defences, while Donald Trump’s Patriot licence offer could reshape Kyiv’s long-term air defence strategy.
Fiserv (FISV) reportedly exploring $15bn STAR Network sale in Durbin Amendment workaround play
Fiserv in preliminary talks with JPMorgan, Bank of America, Wells Fargo, and PNC on $15 billion STAR Network sale. Read the full analysis.
Enphase (ENPH) surges 17% on FCC draft ban of foreign solar inverters
Enphase (ENPH) +17% on FCC draft ban of foreign solar inverters. Chinese Sungrow, Huawei face US lockout; ENPH's AI data center pivot gets tailwind.
Why central banks’ dollar pullback could test America’s financial dominance
Central banks’ dollar pullback and rising gold demand could test U.S. financial dominance, reserve strategy and global market stability.
ExxonMobil stock faces LNG M&A test as reported Woodside Energy interest emerges
Read how ExxonMobil’s reported Woodside Energy review could reshape XOM stock sentiment, WDS takeover speculation and global LNG M&A.
Siemens Energy (ENR) stock faces offshore wind test as Siemens Gamesa warns on Europe capacity
Read how Siemens Gamesa’s offshore wind warning could affect Siemens Energy stock, Europe’s clean-power targets and turbine supply chains.
Iran deal talks expose the hardest question: Who controls uranium, sanctions and Hormuz?
Oil markets want a Strait of Hormuz deal. The harder test is whether United States and Iran can turn a 60-day pause into nuclear clarity.
Shell stock faces renewables reset as reported $1bn offshore wind sale plan emerges
Read how Shell’s reported $1bn offshore wind sale could reshape SHEL stock sentiment, renewable power strategy and LNG capital focus.