$EVO.ST (Evolution AB ) just cleared its UK regulatory overhang with a £4.75 million settlement to the UK Gambling Commission. The review confirmed the breach was strictly isolated to two operators bypassing geoblocking, with no broader pattern of unlicensed access.
When this probe was announced,... Show More
$ASML (ASML Holding NV) increased its sales forecast for the full year, projecting total turnover of 43-45 billion euros, compared to a previous range of 36-40 billion.... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
Stripe and Advent International have reportedly made a joint offer to acquire PayPal ( $PYPL (PayPal Holdings)) for $60.50/share (a ~28% premium).
The Details:
- Equal 50/50 ownership stake between Stripe and Advent.
- Backed by ~$50B in committed bank financing.
- $PYPL shares surged ~15% overnight.... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
Google ( $GOOGL (Alphabet Inc Class A) ) is taking the fight directly to Nvidia ( $NVDA (NVIDIA Corporation) ).
The tech giant is reportedly pitching its in-house TPUs to "neoclouds", smaller providers that traditionally rent out Nvidia GPUs.
The playbook is:
- Financially back TPU data center... Show More
$FTNT (Fortinet Inc) is seeing some price target adjustments today.
- TD Cowen: Adjusted its price target to $215 (up from $160), while maintaining a Buy rating.
- Barclays: Adjusted its price target to $170 (up from $155), while maintaining an Equalweight rating.
TD Cowen's massive bump to $215... Show More
𝐓𝐡𝐞 𝐀𝐧𝐚𝐭𝐨𝐦𝐲 𝐨𝐟 𝐚𝐧 𝐄𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐌𝐨𝐚𝐭 🏰
In equity research, we spend a lot of time analyzing top-line growth and operating margins. But there’s more to this. If a business generates exceptional returns on invested capital (ROIC), competitors will inevitably enter the market, undercut... Show More
Leadership change at Greggs ( $GRG.L (Greggs PLC) )!
CFO Richard Hutton is retiring at the end of 2026 after 28 years with the company. Ben Waldron (ex-Bakkavor) takes the reins on Jan 1, 2027.
Shares dipped ~3% today as the market digests the loss of a 20-year board veteran.... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
Hi everyone, here is a quick look at the portfolio news over the last few days 📰:
🎯 Overreaction of the Week: Sunbelt Rentals ( $SUNB.L (Sunbelt Rentals Holdings Inc) )
• Delivered record Q4 revenue of $2.75B (+8.9% YoY), powered by its booming Specialty segment (+15.1%). However, shares were heavily... Show More
Straumann Group $STMN.ZU (Straumann Holding Ltd) announced an upward revision to its 2026 profitability outlook on June 17.
The company raised its expected core EBIT margin expansion to 140-170 basis points (at constant 2025 exchange rates), a meaningful increase from the 30-60 basis points guided... Show More
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