Entreprises
Seagate's HAMR Drive Adoption Lifts Margins and Pricing Power
Heat-assisted magnetic recording volumes are set to cross within months, pushing gross margins above 70% and driving 11% year-over-year price growth per exabyte.
Supermicro guides fiscal 2027 revenue to $65–$72 billion on AI demand
Supermicro posted a $60 billion order book and said fiscal 2027 revenue will land between $65 billion and $72 billion, driven by sovereign and enterprise AI-factory deployments.
Shift4 Cuts Guidance on FX Headwinds, Announces $300M A2A Platform Acquisition
Shift4 cut full-year guidance by roughly 200 basis points at midpoint due to foreign exchange headwinds, while also disclosing a $300 million account-to-account payments platform acquisition and reaffirming strong organic growth.
MongoDB targets 30% margin expansion as AI tools drive growth
MongoDB said Atlas revenue grew 29% and Enterprise Advanced ARR rose over 10% for three quarters, while it plans a 30% margin boost for fiscal 2027 and new AI‑focused products.
Abbott Declares Quarterly Dividend of 63 Cents Per Share
Healthcare giant Abbott raised its quarterly payout for a 54th consecutive year, marking its 411th straight quarterly distribution since 1924.
STARCARES Renovated Court Becomes Shared Community Space in Thailand
A renovated sports court at Ban Nam Lat School in Sukhothai now serves as a shared facility for students and surrounding households under STARCARES' community initiative.
J&J Projects 'Double-Digit' Growth Outlook by Decade's End
Johnson & Johnson chief financial officer Joseph Wolk outlined an expanded long-term growth trajectory at the Deutsche Bank Healthcare Summit, citing strong pharmaceutical pipeline momentum and a $55 billion U.S. investment commitment.
Lincoln Electric Targets High-20s Incremental Margins by 2030 Amid Pricing Actions
CFO Gabriel Bruno outlined Lincoln Electric's RISE margin strategy at a Morgan Stanley conference, citing inflation headwinds in Q3 but expecting price recovery in Q4.
Northrop Grumman sees record backlog, robust demand at Morgan Stanley conference
CEO Kathy Warden said the defense contractor's order book is at a record as the B-21 and Sentinel programs accelerate, with international sales targeting $10 billion by 2031.
LPP Group Posts Strong Q2 Profit Growth, Raises Margin Outlook
Polish retailer LPP reported Q2 revenue growth of 18% and EBITDA up to PLN 1.7 billion, pushing full-year gross margin guidance higher amid robust back-to-school demand.
Quantum Systems and XTEND Partner to Develop Integrated Autonomous Defense Systems
The collaboration will integrate XTEND's XOS operating system into Quantum Systems' MOSAIC UXS ecosystem to enable interoperable autonomous mission capabilities for NATO and other defense customers, with an initial program for a European NATO ally.
River Valley Community Bancorp Founder Mike Wheeler Dies at 76
Mike Wheeler, a founding director of River Valley Community Bancorp and Feather River State Bank, passed away on August 29, 2026, at age 76.
Lithuania’s ESO CEO Resigns Amid Storm Disruptions
Renaldas Radvila stepped down as CEO of ESO following a severe storm that disrupted electricity distribution operations, prompting board approval of an interim leadership transition.
Cullinan to discuss zipalertinib trial results Monday
The clinical-stage biopharma will host a virtual analyst event on Phase 3 REZILIENT3 data for its EGFR mutation-positive NSCLC treatment, following a positive interim read.
Gentherm Shareholders Approve Modine Business Combination
Gentherm's board received shareholder backing for its acquisition of Modine's Performance Technologies unit, with roughly 99% of votes favoring the deal ahead of an expected October 2026 close.
Manulife Appoints Sarah Chapman as Global Chief Marketing Officer Effective Jan 2027
The insurer names Chapman, currently chief marketing officer for Manulife Canada, to lead global marketing and customer experience strategy, succeeding Karen Leggett who will retire at year‑end 2026.
T. Rowe Price Expands Anthropic Claude AI Tools Across Investment Operations
The Baltimore-based asset manager is rolling out Claude Cowork and Claude Code to portfolio managers, analysts and developers as part of its ongoing AI integration strategy.
Hilton Grand Vacations CFO details cash-flow inflection at Barclays conference
HGV's EBITDA has tripled since 2018 while inventory commitments shrink, shifting the timeshare operator toward stronger free-cash-flow generation even as stock trades down 10% this year.
Smithfield Reports Record Profit as Packaged Meats Cushion Pork Headwinds
Smithfield Foods posted record Q2 and first-half 2025 operating profit, with packaged meats profits holding at 13.1% as the company offset significant pork spread compression through operational execution.
FMC outlines $1bn asset-sale plan and debt reduction target at Jefferies conference
FMC Corp said it will use roughly $1 billion from asset sales and financing to cut net debt to $2.6‑$2.7 billion by year‑end 2026 and reset its manufacturing footprint.
Vetropack Details New Strategy Targets Through 2030
The Swiss glass packaging maker outlined revenue growth, margin and return-on-capital goals, pointing to capacity utilization, product mix and process digitalization as key levers.
NVIDIA's Huang Sees AI Buildout Still Early Amid $5.27 Trillion Valuation
NVIDIA CEO Jensen Huang said AI infrastructure spending could hit $3 trillion to $4 trillion by 2030, even as the company posts $303 billion in trailing revenue and a P/E of 27.6.
V2X Backlog Tops $13B as Defense Contractor Extends Visibility, Targets Margin Growth
CEO Jeremy Wensinger cited a near-$13 billion backlog and strong book-to-bill ratio at the Jefferies Global Industrials Conference, projecting two-plus years of revenue visibility and ongoing margin improvement.
Rubrik Raises Full-Year Guidance on Accelerating Revenue Growth
Rubrik shares rose after the cybersecurity firm reported 35% net new ARR growth and raised its annual outlook, driven by demand for AI-ready data resilience and autonomous recovery.
Flywire Outlines Organic Growth Path to $1B Revenue, 30% Margins
Payments firm Flywire set long-term targets at the Goldman Sachs Communacopia + Technology Conference, leaning on the Sertifi acquisition and digital transformation project to drive diversification.