Browsing Tag
Wells Fargo
39 posts
From launch to constellation: how Rocket Lab’s $8bn Iridium deal closes the loop
Rocket Lab (RKLB) to acquire Iridium (IRDM) in $8B cash-stock deal, creating a vertically integrated space platform. Full analysis from BNT on the SpaceX challenger.
Why Comcast (CMCSA) finally split: inside the NBCUniversal and Sky spinoff
Comcast (CMCSA) splits in two: NBCUniversal and Sky to spin off into a separate public company under Cavanagh; Angelakis returns as Comcast CEO. Read inside.
Rocket Lab (Nasdaq: RKLB) jumps as Iridium deal resets the thesis
Rocket Lab gains Iridium’s recurring satellite revenue, but US$3.6 billion of committed debt turns scarce spectrum into a major leverage test.
Could Rocket Lab’s $8bn Iridium deal redefine its space growth story?
Rocket Lab’s $8 billion Iridium deal could transform RKLB into a vertically integrated space company with launch, satellites, spectrum and recurring services.
RKLB surges, IRDM soars 20% as Rocket Lab strikes $8bn Iridium takeover
Rocket Lab is buying Iridium for $8 billion, pivoting from launch provider to integrated space operator as RKLB, IRDM, PL and ASTS all move. Read the analysis.
Select Medical (NYSE: SEM) shareholders approve $3.9bn buyout as founder-led consortium nears takeover
Select Medical shareholders approve a $3.9bn founder-led buyout. Discover what the deal means for SEM investors, debt and hospital strategy after the vote!
Innodata’s new CFO inherits a booming AI business and a valuation with little room for error
Innodata names Jayant Chauhan CFO as AI growth accelerates. See how finance discipline, M&A expertise and valuation pressure could shape its next phase now.
Cracker Barrel ($CBRL) soars on a surprise profit as its turnaround finally shows real traction
Cracker Barrel soared on a surprise adjusted profit of $0.29 versus an expected loss and a raised EBITDA outlook, signaling its turnaround is gaining real traction.
ServiceTitan (NASDAQ: TTAN) jumps on AI growth as it raises its 2027 outlook
ServiceTitan (NASDAQ: TTAN) raised guidance on AI Max adoption and jumped, but it still loses money and trades at a premium. Growth versus profit is the test.
Sensata Technologies downgraded to equal weight by Barclays after ST nearly doubles in a year
Barclays cut Sensata Technologies to equal weight after ST nearly doubled in a year, even as it raised the target to $53. The turnaround now looks priced in.