Entreprises
HPE Raises Full-Year Cash-Flow Targets on Strong Demand for AI, Networking
Hewlett Packard Enterprise lifted fiscal 2027 free-cash-flow guidance to at least $5 billion, citing record quarterly FCF, a $30 billion purchase-commitment balance, and AI-server backlogs nearing $7 billion.
T-Mobile Raises FWA Target to 15M by 2030, Posts Strong Postpaid Growth
T-Mobile upgraded its fixed wireless access customer target and reported 500,000 postpaid net additions in Q2, while highlighting a growing strategic moat across consumer and enterprise markets.
Lam Research Gross Margin Hits 20-Year High as Demand Stays Red Hot
Semiconductor equipment maker Lam Research reported a gross margin of 52% and described the industry as fundamentally sold out, with customers demanding tools faster than the company can deliver.
Datadog CFO Details AI Monetization Strategy at Goldman Sachs Conference
Datadog CFO David outlined the company's AI platform play, citing 31.5% revenue growth, near-80% gross margins, and a push into enterprise accounts as cloud adoption remains early.
Moog Reports 15% Revenue Growth, $7.1B Backlog at Jefferies Conference
Moog Inc. said FY2026 revenue rose 15%, with a $3.3 billion 12-month backlog up 23%. Margin expansion and data-center cooling sales surged at the Jefferies industrials conference.
ATS Targets 15% EBIT Margin as It Shifts Portfolio Toward Regulated Sectors
Canada-based ATS aims to return to 15% EBIT margin through fixed-cost transformation, aftermarket growth and supply-chain optimization as it pivots away from ICE and transportation OEMs.
Avio Reports 18% H1 Revenue Growth as Backlog Tops €2 Billion
The Italian aerospace firm posted €276 million in first-half revenue, driven by launch-systems activity and a €110 million equity investment from Advent International.
INPP NAV rises 1.3% in H1 as dividend cover improves
International Public Partnerships reported net asset value of 153.4p per share for the six months to June, with cash dividend cover strengthening to 1.3 times.
Nu Launches U.S. Banking Operations With Multi-Currency Global Account
Latin America’s largest digital bank rolls out FDIC-insured accounts offering 3.5% APY and crypto access to U.S. customers via a partner bank model.
INPP NAV rises 1.3% to 153.4p; dividend cover improves to 1.3x
International Public Partnerships reported a 1.3% rise in net asset value per share to 153.4p for H1 2026, with dividend cover strengthening to 1.3x from 1.1x a year earlier.
Sygnum Partners With Nu Global to Bring Crypto Infrastructure to Latin America's Largest Digital Bank
Swiss crypto bank Sygnum will provide banking and custody infrastructure for Nu Global's international rollout, serving 140 million customers across Brazil, Mexico and Colombia.
Septerna Details Pipeline Breadth, $516M Cash Position at Cantor Fitzgerald Conference
Biotech developer of hypoparathyroidism and mast cell treatments expands its clinical portfolio while maintaining a balance sheet funded through at least 2029.
Alcoa Details Ally Group Deal, Debt Targets at Jefferies Industrials Conference
The aluminum maker reported Q2 EBITDA above $900 million and outlined pro forma balance-sheet implications of its Ally Group acquisition, set to close in late 2027.
First Advantage cites digital identity market expansion at Barclays forum
The background-screening firm reported 15% revenue growth in the second quarter and outlined its path toward a 31-32% adjusted EBITDA margin as it pursues growth in the estimated $10 billion digital identity market.
Dauch Says Integration with Dana Gains Momentum, Synergies on Pace
The American Axle-Dana merger is six months in, pacing toward $70M in first-year synergies against a $100M target, while quoting opportunities nearly double to over $2 billion.
Rigel reports Q2 revenue rise, details VEPPANU launch economics at Cantor conference
Rigel Pharmaceuticals posted second-quarter revenue of $67 million, a 14% increase, while outlining the economics and market potential of its newly launched VEPPANU oncology drug.
Skyward CEO cites fastest market softening in 35-year career as insurer trades near highs
CEO Andrew Robinson warned of unprecedented rate compression at the KBW Insurance Conference, while highlighting the Apollo acquisition and a stock that analysts say could reach $80.
CrowdStrike reports record Q2 FY2026, lifts ARR targets amid AI demand
The cybersecurity firm posted its best quarter ever, adding $333 million in net new ARR and raising long‑term revenue goals while highlighting AI‑driven growth.
Uniper Sells 20 Percent Stake in Gas Pipeline Opal to Hydrogen Investor Hy24
The German state-backed energy group divested its stake in the 470-km Opal gas corridor as part of EU conditions tied to its 2022 nationalisation, transferring control to an investor focused on hydrogen.
AirBaltic Files for US Chapter 11 Protection as Operations Continue
The Latvian carrier sought creditor protection under US bankruptcy law, securing €350 million in new funding to strengthen its capital structure while maintaining full flight operations.
IonQ Partners With SDT to Deploy First Quantum System in South Korea
IonQ and South Korea's SDT announced a multi-year deal to supply a Superion 256 quantum computer and silicon-vacancy memory module, with manufacturing centered in Gumi.
Wabtec Wins $700M Services Deal for Guinea Railway Project
Industrial firm secures largest services agreement in Africa, bringing total Simandou project commitments past $1.2 billion.
Terra Balcanica acquires remaining 10% of Bosnian subsidiary
Terra Balcanica has acquired the remaining 10% of its Bosnian subsidiary.
BD Names Arthur Hu Chief Information and Digital Officer
The medical technology firm appointed the former Lenovo executive to lead its digital and technology strategy, succeeding Denise Russell Fleming.
PTC Therapeutics Completes Acquisition of Sangamo Gene Therapy Asset
PTC Therapeutics has finalized its acquisition of ST-920, an AAV gene therapy candidate for Fabry disease, from Sangamo Therapeutics, with a BLA submission expected in Q4 2026.