Browsing Tag
Virginia
132 posts
Skanska shares jump as a $1.2bn data-center deal adds another layer to its record US backlog
Skanska will build four Southeast US data centers under a $1.2 billion contract, an order alone worth 67% more than all data-center and semiconductor bookings recorded in Q2.
HomeTrust shares fall 4% on $448m Blue Ridge deal despite projected 30% earnings boost
HomeTrust is buying Blue Ridge Bankshares for $448M to create a $7B Southeast bank. See why 30% EPS accretion comes with dilution risk.
Cavco Industries (CVCO) Q1 FY27: Backlog jumps 53% to $298m as factory-built margin slips and EPS misses
Cavco Q1 FY27 backlog jumped 53% to $298M ahead of the ROAD to Housing Act rollout, but factory margin fell to 20.8% and EPS dropped to $5.43.
CubeSmart (NYSE: CUBE) lifts 2026 outlook as same-store NOI still falls 0.7% and payout ratio rises
CubeSmart raised 2026 guidance and formed a $197M Heitman JV, but same-store NOI still fell 0.7% and the FFO payout ratio climbed to 84.1% from 80.0%.
Accendra Health’s leadership reset looks strategic, but August earnings will deliver the real verdict
Accendra Health has strengthened its technology and procurement leadership as the former Owens & Minor business confronts declining revenue, high debt costs and the operational demands of becoming a focused home-based care company.
Skanska wins $94m Virginia data centre construction contract
Skanska has won a US$94 million Virginia data centre contract. Discover what the award means for backlog, margins and SKA B investors.
Why Micron’s GM agreement matters for MU stock and software-defined vehicle platforms
Micron’s GM supply agreement strengthens MU’s automotive memory story as software-defined vehicles, ADAS and in-cabin AI drive chip demand.
IperionX secures $6.6m titanium plate award as ASX:IPX tests US defence scale-up
IperionX’s latest US defence funding moves its Virginia operation beyond titanium powder and into the harder commercial test of qualified plate and military components.
Why Sunrun and Tesla’s 16 GW plan could matter in the AI electricity crunch
Sunrun, Renew Home and Tesla’s 16 GW flexible power plan links home batteries to AI data centre demand, grid relief and RUN stock sentiment.
Can the Canduct acquisition help Hitachi Energy shorten North America’s transformer queues?
Hitachi Energy is buying Canduct to tackle North America’s transformer bottleneck. Discover how the deal could accelerate grid and AI power projects.