Companies
Seagate Says Demand Outpaces Supply as It Eyes 25% Annual Growth in Storage Capacity
CFO Gianluca Romano told the Citi TMT Conference that storage demand continues to widen ahead of supply, with exabyte capacity targeting a 25% CAGR over the next two to three years.
Dine Brands pushes dual‑brand model as IHOP and Applebee’s growth targets expand
At Piper Sandler’s Growth Frontiers conference, Dine Brands Global outlined a plan to raise dual‑brand sites to 80 by year‑end, with a long‑term target of 900 U.S. locations, while noting solid financial metrics and brand‑specific performance.
Howmet Says Demand Is Outpacing Capacity as Revenue Rides Toward $10B
CEO John Plant says aerospace and industrial gas turbine demand is so strong that Howmet is accelerating capacity expansion, with LTM revenue at $9.1B and a target above $10B by year-end.
GoDaddy Raises 3-Year FCF Per Share Target on AI Platform Strength
GoDaddy lifted its three-year free-cash-flow-per-share compound-growth target to at least 25%, citing Airo adoption outpacing prior product launches, while reaffirming $1.8 billion in full-year FCF guidance.
Coca-Cola outlines digital strategy, growth roadmap under new CEO at Barclays conference
New CEO Henrique Braun emphasized consumer-centric innovation and digital integration as pillars of Coca-Cola's next chapter, highlighting a streamlined brand portfolio and accelerated tech investment.
Centrus Energy signs multi-year HALEU supply deal with Antares Nuclear
Centrus Energy has signed a multi-year contract to supply High-Assay Low-Enriched Uranium (HALEU) to Antares Nuclear, with deliveries scheduled to begin before the end of the decade.
Factorial partners Mitsui Kinzoku on solid-state battery production
Battery maker joins Japanese materials firm to industrialize its Solstice all-solid-state platform, with Mitsui Kinzoku supplying sulfide-based electrolytes.
CoreWeave Plans $3 Billion Convertible Notes Offering
The AI-infrastructure provider said it will raise up to $3.5 billion in private-placement convertible senior notes due 2033, with proceeds earmled for capped-call hedges and general corporate use.
Savills appoints John Nixon as non-executive director
Savills plc announced the appointment of John Nixon to its board as a non-executive director, effective 17 September 2026, citing his extensive senior‑leadership experience.
Identiv sells IoT assets, rebrands as INVE Technologies after $50 million deal
Identiv Inc. completed the sale of its IoT business and legacy brand to Trackonomy Systems, receiving $50 million in preferred equity, and renamed itself INVE Technologies. The firm will focus on AI SaaS and announced leadership changes.
RTX Names Jill Albertelli President of Pratt & Whitney Unit
Jill Albertelli will take over as president of Pratt & Whitney on Jan. 1, 2027, succeeding Shane Eddy, who will retire after more than four decades at the company.
Montauk Renewables Opens $200M Hog Waste Facility in North Carolina
The company converted a former distribution center into a biogas plant powered by over 415,000 hog spaces across 80-plus farms.
Check Point pivots to AI security, expects payoff in 2027
Check Point CEO says AI security revenue will accelerate in 2027 after a 2026 restructuring year. Stock is down 28% YTD amid broad analyst earnings cuts.
AAR Sets 14% Fiscal 2026 Growth Target, Eyes Margin Expansion at Jefferies Conference
AAR outlined fiscal 2026 organic revenue growth of 14% and a mid-teens EBITDA margin target over three years during a Jefferies Industrials Conference presentation.
Credit Acceptance Extends Warehouse Facility to 2028
Credit Acceptance Corporation extends its revolving secured warehouse facility and asset-backed financing, adjusting interest rates and extending terms.
Gossamer Bio outlines seralutinib regulatory path, PROSERA trial data at Cantor conference
The biotech disclosed FDA feedback on its New Drug Application for seralutinib and detailed subgroup efficacy from the Phase III PROSERA trial in pulmonary arterial hypertension.
Dynatrace Says AI Observability Driving Record Growth at Goldman Sachs Conference
Dynatrace CEO Rick McConnell said AI observability is becoming critical as more enterprises rely on LLMs. Q1 new-logo ARR jumped 160% year-over-year.
Ibotta’s 2026 Turnaround: Revenue Growth Resumes Amid Strategic Restructuring
The digital coupon platform reported a 3% revenue increase in Q2 2026, reversing prior declines, as it realigns operations and expands partnerships.
EOG Resources Emphasizes Capital Discipline and Inventory Depth at Barclays Energy Conference
CFO Jeff Lisle outlined EOG's multi-basin portfolio highlights, including the Encino acquisition synergies, the low-breakeven Dorado gas asset, and early production success from its UAE concession.
Amkor Technology outlines $12bn Arizona expansion, targets $11bn revenue by 2030
Amkor said its Arizona campus will begin production in 2028, become fully accretive in 2030 and aims for over $11bn revenue and $5 EPS that year.
Protagonist Therapeutics Announces $300M Buyback, Details Pipeline Economics
Company revealed a new share repurchase program and provided updates on ICOTYDE royalty rates, MIMRYLO sales potential, and its oral peptide pipeline at a Citigroup summit.
Incyte targets double-digit growth through 2030 as pipeline ambitions expand
The drugmaker projects core business revenue of $3B–$4B by 2030, with pipeline peak sales potential reaching $8B–$10B, at the Wells Fargo healthcare conference.
Ellery’s Grill to Mark 30 Years With Weeklong March 2027 Celebration
The Middlesex, New Jersey restaurant will host live music, karaoke and sporting events during a weeklong observance beginning next March, marking three decades of operation.
Sabre Prices $1.35 Billion Upsized Bond Offering at 9.875%
Travel-tech firm increases its senior secured notes offering from $1.1 billion to refinance existing debt, with a concurrent tender offer for its 11.125% notes due 2029.