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UPS Rises 2.8% as Revenue Growth and Higher 2026 Guidance Boost Investor Confidence UPS (NYSE: UPS) shares rose about 2.8%

UPS (NYSE: UPS) shares rose about 2.8% after the company reported stronger third-quarter 2026 revenue and raised both its fourth-quarter guidance and full-year outlook....

10-27-26

American Tower Falls 1% Despite Higher AFFO and Raised 2026 Outlook American Tower (NYSE: AMT) shares fell about 1% even

American Tower (NYSE: AMT) shares fell about 1% even after the company reported modest third-quarter growth and raised its full-year 2026 outlook for the...

10-27-26

Johnson Controls Jumps 4.2% as Q4 Growth, Record Backlog and Strong Orders Boost Outlook Johnson Controls (NYSE: JCI) shares rose

Johnson Controls (NYSE: JCI) shares rose about 4.2% after the company reported strong fiscal fourth-quarter 2026 growth, sharp order acceleration and a record backlog...

10-27-26

Freeport-McMoRan Rises 1.6% as Strong Copper Prices and Grasberg Ramp-Up Support Q3 Results Freeport-McMoRan (NYSE: FCX) shares rose about 1.6%

Freeport-McMoRan (NYSE: FCX) shares rose about 1.6% after the company reported strong third-quarter 2026 earnings, solid cash generation and continued progress in ramping up...

10-27-26

HCA Healthcare Falls 4.6% as Payer Mix Pressure and Lower Net Income Offset Volume Growth HCA Healthcare (NYSE: HCA) shares

HCA Healthcare (NYSE: HCA) shares fell about 4.6% after the company reported third-quarter 2026 revenue growth and higher adjusted EPS, but also a decline...

10-27-26

Corning Slips 0.5% Despite Strong Q3 Growth and Upbeat Q4 Outlook Corning (NYSE: GLW) shares fell about 0.5% even after

Corning (NYSE: GLW) shares fell about 0.5% even after the company reported third-quarter results above guidance, driven by strong demand in Optical Communications and...

10-27-26

Boeing Falls 9.5% as Continued Losses and Weak Commercial Mix Overshadow Improving Cash Flow Boeing (NYSE: BA) shares fell about

Boeing (NYSE: BA) shares fell about 9.5% after the company reported improved third-quarter 2026 operating performance but remained loss-making, while an unfavorable commercial delivery...

10-27-26

Novartis Rises 0.9% as Priority Brands Drive Q3 Growth and Full-Year Profit Guidance Is Raised Novartis shares rose about 0.9%

Novartis shares rose about 0.9% after the company reported solid third-quarter sales growth, stronger core profitability and an improved full-year outlook. Third-quarter net sales...

10-27-26

Coca-Cola Slips 0.43% Despite Strong Q3 Growth and Higher Full-Year Guidance Coca-Cola (NYSE: KO) shares fell about 0.43% even

Coca-Cola (NYSE: KO) shares fell about 0.43% even after the company reported solid third-quarter 2026 growth and raised its full-year outlook. Net revenue increased...

10-27-26

Meta's nearly $100 billion stock sale is a turning point for how Big Tech pays for AI

For a decade, Big Tech's cash machines paid for every moonshot. Now Meta is passing the hat to shareholders.

finance.yahoo.com 10-27-26

Wall Street Rises as Strong Consumer Confidence Offsets Mixed U.S. Economic Data U.S. stocks moved higher Tuesday, with the Nasdaq

U.S. stocks moved higher Tuesday, with the Nasdaq gaining 1.19%, the S&P 500 rising 0.66% and the Dow Jones adding 0.14%, as investors digested...

10-27-26

Brown & Brown Falls 2.2% Premarket as Weak Organic Growth and Margin Compression Offset Higher Revenue Brown & Brown (NYSE:

Brown & Brown (NYSE: BRO) shares fell about 2.2% in premarket trading after the insurance broker reported higher third-quarter revenue and net income, but...

10-27-26

NASDAQ:META

Meta's nearly $100 billion stock sale is a turning point for how Big Tech pays for AI

For a decade, Big Tech's cash machines paid for every moonshot. Now Meta is passing the hat to shareholders.

(finance.yahoo.com)

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European Investor 10-27-26

Meta Revenue Jumps 26% as AI Investments Boost Core Business, but Legal Charge and Heavy Spending Weigh on Profitability

Meta Platforms (Nasdaq: META) reported strong third-quarter 2026 revenue growth as advertising demand remained robust and the company said its AI investments were already contributing meaningfully to engagement and monetization.

Revenue increased 26% year over year to $64.6 billion, while Family daily active people rose 3% to 3.64 billion. Ad impressions increased 10% and the average price per ad climbed 14%, underscoring continued strength across Meta’s core advertising business.

Headline profitability was heavily affected by a $9.89 billion charge tied to Meta’s agreement with 52 U.S. state attorneys general over teen mental-health and social-media litigation. Including the charge, operating income fell 37% to $13.0 billion and operating margin dropped to 20% from 40%. Excluding the charge, operating income would have been about $22.9 billion and diluted EPS would have been $7.40 instead of the reported $3.83.

Spending also remained elevated. Third-quarter capital expenditures reached $34.9 billion, while free cash flow was negative $2.12 billion despite $32.8 billion of operating cash flow. Meta narrowed its 2026 capital expenditure outlook to $135 billion-$145 billion and raised its total expense forecast to $175 billion-$179 billion, reflecting the legal charge.

For the fourth quarter, Meta expects revenue of $73 billion to $76 billion. Management also said it expects strong overall revenue growth to continue through 2027, supported by AI-driven improvements in recommendations, engagement and advertising efficiency.

Reality Labs losses are expected to decline to $18 billion-$19 billion in 2026 and to around $15 billion in 2027 as Meta reallocates more investment toward AI.

Separately, Meta approved a new publicly listed, non-voting Class C share class that is expected to become effective in January 2027. The company also plans a one-for-one Class C stock dividend for existing Class A and B shareholders, which Meta said should have an economic effect similar to a two-for-one stock split while leaving shareholder voting power unchanged.

Overall, the quarter showed very strong underlying advertising and AI-driven growth, but investors are likely to focus closely on the scale of legal liabilities, aggressive capital spending and the pace at which Meta’s expanding AI infrastructure ultimately converts into incremental earnings and cash flow.

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European Investor 10-22-26

Meta's Muse AI agent brings back 73% of new users — nearly double ChatGPT's rate

New analysis from Sensor Tower shows Meta's Muse AI topping ChatGPT in new users — up to a point.

(finance.yahoo.com)

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WS News 10-12-26

The simple reason Meta CEO Mark Zuckerberg is winning for investors again

Zuck is on a roll right now.

(finance.yahoo.com)

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WS News 10-03-26

Meta Expands Muse With New AI Tools for Small Businesses

Meta has expanded its Muse personal AI agent with a new set of capabilities aimed at helping small businesses automate everyday work across marketing, finance, operations and customer engagement.

Muse for Small Business can now connect with a broad range of business tools, including Asana, Box, Canva, Dropbox, Figma, Intuit QuickBooks, Klaviyo, Notion, Shopify, Slack, Stripe and Zoom, as well as Facebook and Instagram business accounts. Once connected, Muse can use information from those services to understand a company’s products, brand, customers and workflows.

Meta said users can give Muse goals such as finding new customers, reviewing financial performance, analyzing campaigns or preparing growth plans. The agent can also proactively surface tasks that need attention and draft responses or recommendations. Actions such as publishing, sending messages or spending money still require user approval.

The company is also supporting custom connectors, allowing businesses to connect services that are not yet included in Muse’s standard integration list. Meta said more connectors and skills will be added over time.

The expansion positions Muse as a broader business productivity platform rather than only a general-purpose personal AI assistant. By combining access to operational data with task automation, Meta is aiming to make Muse a central interface through which small businesses can manage work across multiple applications.

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WS Investor 09-29-26

Meta’s Muse Could Be the Biggest Threat Google Has Faced in 20 Years

Meta’s Muse could challenge Google’s $63 billion Search business by replacing searches, clicks, and ads with AI-driven decisions and transactions.

(finance.yahoo.com)

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WS News 09-28-26

Meta Stock Rises 2% as Analysts Raise Targets and Muse App Gains Momentum

Meta Platforms shares rose 2% to $751.36 after multiple analysts issued positive updates on the stock, while the company’s newly launched Muse AI app continued to strengthen investor enthusiasm around Meta’s broader AI strategy.

Cantor Fitzgerald raised its price target to $860 from $680 while maintaining an Overweight rating. KeyCorp also kept an Overweight rating and lifted its target to $900 from $780. UBS reiterated its Overweight rating.

The analyst optimism comes as Meta’s Muse personal AI agent gains early traction. Muse can perform tasks such as sending emails, booking travel and working across connected apps, rather than functioning only as a conversational chatbot. Meta launched the service earlier this month, and the app quickly climbed U.S. download rankings.

Muse has become increasingly relevant to the investment case because it gives Meta a consumer-facing AI product beyond its traditional social-media platforms. Reuters reported that Muse has surpassed 2.5 million downloads, while Meta is continuing to test additional capabilities such as phone calls performed on users’ behalf. (Reuters)

Other reasons behind the stock’s strength include continued digital-advertising growth, AI-driven improvements in recommendations and ad targeting, and growing confidence that Meta can eventually monetize its large AI investments through products such as Muse.

The 2% gain suggests higher analyst targets and the strong early reception for Muse are reinforcing optimism around Meta’s AI strategy.

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The Investor 09-23-26

Meta Muse AI may throw gas on the labor displacement problem — but it's not all doom and gloom

Monthly jobs reports will take on greater weight as AI displaces workers.

(finance.yahoo.com)

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Global Finance News 09-22-26

Meta Expands Threads Parental Supervision Across Asia-Pacific

Meta Platforms (NASDAQ: META) is rolling out parental supervision tools for Threads across Asia-Pacific, expanding its efforts to give parents greater visibility and control over how teenagers use its social-media platforms.

Through Meta’s Family Center, parents will be able to monitor how much time their teens spend on Threads, establish daily usage limits and block access during selected hours. Parents can also adjust sleep mode, control who can tag their teen and manage certain privacy and sensitive-content settings.

The new controls build on Threads’ existing Teen Accounts, which automatically provide protections including private accounts and restrictions on the content shown to younger users. For teens under 16, parents can determine whether those default protections can be relaxed.

The expansion brings Threads more closely in line with Meta’s broader parental-control framework across its apps as the company continues investing in teen safety and family-management tools.

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WS Investor 09-16-26

Meta Launches Meta One Subscription Service With Expanded AI Features

Meta Platforms (NASDAQ: META) has launched Meta One, a new subscription service spanning Instagram, Facebook, WhatsApp and Meta AI, creating another potential revenue stream beyond the company’s core advertising business. Meta said more than 50 features are available at launch, while its subscription products have already accumulated 15 million subscriptions and trials.

Meta One combines premium social-media features with higher usage limits for the company’s increasingly compute-intensive AI tools. Subscribers can generate and edit more images and videos with Meta AI, access additional Instagram AI features and choose between individual app subscriptions and broader Core and Premium bundles. Meta said its basic apps and everyday Meta AI experience will remain free.

The company is also targeting creators and businesses with professional tools, including enhanced profiles, audience-growth features and greater access to Meta Business Agent for automated customer interactions. Meta plans to expand these capabilities with additional AI agents, content-creation tools and business automation features.

Pricing starts at $2.99 per month for individual products and $7.99 for consumer bundles, while creator and business packages begin at $14.99 and extend to as much as $499 per month for the highest-tier plan. The rollout gives Meta another way to monetize its enormous user base and growing AI ecosystem through recurring subscription revenue alongside advertising.

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WS Investor 09-16-26

10-19-26WS News

10-13-26The Investor

10-08-26The Investor

10-01-26WS News

09-30-26WS News

NYSE:JCI

Johnson Controls Jumps 4.2% as Q4 Growth, Record Backlog and Strong Orders Boost Outlook

Johnson Controls (NYSE: JCI) shares rose about 4.2% after the company reported strong fiscal fourth-quarter 2026 growth, sharp order acceleration and a record backlog heading into fiscal 2027.

Fourth-quarter sales increased 10% to $7.1 billion, while organic sales rose 12%. Adjusted EPS came in at $1.66, compared with GAAP EPS of $1.60. Adjusted net income from continuing operations reached about $1.0 billion.

Demand indicators were particularly strong. Organic orders surged 44% year over year, while backlog increased 43% organically to a record $23.0 billion, giving the company substantial revenue visibility entering the new fiscal year.

Cash generation also remained solid, with operating cash flow of $1.3 billion and adjusted free cash flow of approximately $1.1 billion. Management said fiscal 2026 delivered more than 8% organic revenue growth, double-digit adjusted EPS growth and margin expansion across all three segments.

The 4.2% gain appears to reflect investor enthusiasm over the combination of strong organic growth, accelerating orders and record backlog, which points to continued momentum into fiscal 2027.

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European Investor 10-27-26

Johnson Controls Declares $0.40 Quarterly Dividend

Johnson Controls International (NYSE: JCI) announced that its board of directors approved a regular quarterly cash dividend of $0.40 per share.

The dividend will be payable on October 16, 2026, to shareholders of record at the close of business on September 21.

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WS Investor 09-09-26

Johnson Controls Slips 2% Despite Record Orders and Raised Guidance as Data Center Boom Drives Demand

May 6, 2026 · Earnings Report

Johnson Controls edged down 2% today dispite any weakness in the company's fundamentals, as the building systems and thermal management company reported a strong fiscal second quarter, raised its full-year guidance, and posted a record backlog driven by surging data center demand.

Sales grew 8% to $6.1 billion, with organic sales up 6%. Adjusted EPS came in at $1.19, up 45% year-over-year from $0.82, while GAAP EPS from continuing operations was $0.99. Adjusted net income rose to $730 million from $545 million a year ago. Adjusted EBIT margin expanded to 15.5% from 12.4%, reflecting favorable pricing, productivity improvements and operating leverage across the business. Free cash flow was $604 million for the quarter.

The standout metric was orders, which grew 30% organically year-over-year, driving the company's backlog to a record $20 billion, up 26% organically. The Americas segment was the primary engine, with orders up 40% organically and backlog of $14.9 billion up 32%, fueled overwhelmingly by large-scale data center projects. CEO Joakim Weidemanis called out data centers and other technology-driven environments as the clearest area of differentiation for the company, which provides thermal management and mission-critical building infrastructure for hyperscale facilities.

All three geographic segments delivered margin expansion. The Americas posted adjusted segment EBITA margin of 19.5%, up 100 basis points. EMEA delivered the most dramatic improvement, with adjusted segment EBITA margin rising 370 basis points to 14.9%, though organic sales growth in the region was held to just 1% due to Middle East conflict disruptions. APAC was the fastest-growing segment, with organic sales up 13% led by over 20% growth in Applied HVAC, and adjusted segment EBITA margin expanding 350 basis points to 19.8%.

"We delivered another quarter of strong execution, converting sustained demand into consistent growth, margin expansion, and 45% adjusted EPS growth," said Weidemanis. "Orders grew 30% and backlog reached a record $20 billion, reflecting strength in data centers and other high-growth, technology-driven operating environments where we differentiate."

For the fiscal third quarter, Johnson Controls guided organic sales growth of approximately 6%, operating leverage of approximately 50%, and adjusted EPS of approximately $1.28. Full-year fiscal 2026 guidance was raised, with organic sales growth now expected at approximately 6%, up from the prior guidance of mid-single digits, and adjusted EPS lifted to approximately $4.85 from approximately $4.70. Adjusted free cash flow conversion is expected to remain at approximately 100%.

With a record pipeline, a backlog that has nearly doubled in two years, and AI-driven data center construction showing no signs of slowing, Johnson Controls is well positioned as a structural beneficiary of the infrastructure buildout. Today's modest decline likely reflects profit-taking after a strong run rather than any concern about the company's direction of travel.

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Global Finance News 05-06-26

HQ2512001_2026-Sustainability-Report_2_1_FINAL.pdf

Johnson Controls' 2026 sustainability report highlights energy efficiency returns in mission-critical industries

(tyco.widen.net)

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Global Finance News 04-24-26

Johnson Controls International plc (NYSE: JCI) has approved a regular quarterly dividend of $0.40 per share of common stock, payable on April 10, 2026, to shareholders of record at the close of business on March 16, 2026.

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Global Finance News 03-06-26

Johnson Controls (NYSE: JCI) has signed an agreement to acquire Boston-based Alloy Enterprises, strengthening its position in data center thermal management and supporting its strategy to accelerate cooling innovation for AI-driven infrastructure.

Founded in 2020, Alloy specializes in advanced direct liquid cooling technology for high-performance data centers and mission-critical industrial applications. Its proprietary platform can improve thermal management efficiency by up to 35% and reduce pressure drop by up to 75%, lowering overall cooling system energy consumption.

The acquisition complements Johnson Controls’ existing portfolio of end-to-end cooling solutions, including magnetic bearing chillers, centrifugal chillers, coolant distribution units and absorption chillers. The company expects the deal to enhance its ability to optimize full data center thermal architectures and scale advanced cooling technologies across its broader portfolio.

The transaction is expected to close in fiscal Q3, subject to regulatory approvals and customary conditions. Financial terms were not disclosed.

Source: PR Newswire.

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WS Investor 02-19-26

The board of directors of Johnson Controls International plc (NYSE: JCI) has approved a regular quarterly dividend of $0.40 per share of common stock, payable on Jan. 16, 2026, to shareholders of record at the close of business on Dec. 22, 2025.

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European Investor 12-04-25

Johnson Controls Reports Fourth Quarter and Fiscal 2025 Results, Issues Fiscal 2026 Guidance

Johnson Controls International reported strong fourth quarter and full-year 2025 results, highlighting continued organic growth and robust demand across its building technology and services portfolio. Fourth quarter sales rose 3 percent year over year to 6.4 billion dollars, with organic sales up 4 percent. Full-year sales increased 3 percent to 23.6 billion dollars, driven by 6 percent organic growth.

GAAP earnings per share for the fourth quarter were 0.42 dollars, while adjusted EPS reached 1.26 dollars. For the full year, GAAP EPS was 2.63 dollars, and adjusted EPS was 3.76 dollars. Quarterly net income from continuing operations totaled 267 million dollars, while adjusted net income was 798 million dollars.

Orders grew 6 percent organically compared with the prior year, and the company’s Systems and Services backlog rose 13 percent to 14.9 billion dollars, a record level.

CEO Joakim Weidemanis said the company’s strong performance reflects resilient demand and successful execution of its technology-led strategy. “Our leadership in advanced data center cooling and decarbonization solutions continues to set us apart,” he said, adding that Johnson Controls’ proprietary business system is improving operational consistency and long-term value creation.

The company noted that it expects continued growth momentum into fiscal 2026, supported by its expanding backlog, rising global demand for energy-efficient infrastructure, and sustained focus on innovation and sustainability.

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European Investor 11-05-25

Johnson Controls International plc (NYSE: JCI) Fourth Quarter Fiscal 2025 Earnings Conference Call: Wednesday, Nov. 5, 2025, at 8:30 a.m. ET.

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WS Investor 10-08-25

Johnson Controls (NYSE: JCI) announced a multi-million-dollar investment in Accelsius, a company specializing in two-phase, direct-to-chip liquid cooling technology for data centers. The system uses liquid-to-vapor phase change to efficiently remove heat, cutting energy use by up to 35% in operational costs and 8–17% in total ownership costs compared to single-phase systems.

The partnership aims to meet the surging cooling demands from AI-driven, high-density data centers, an area where cooling can consume up to 40% of total energy. Johnson Controls will integrate this technology into its advanced thermal management portfolio, which already includes the YORK® YVAM magnetic bearing chiller and Silent-Aire CDU platform, enabling over 50% non-IT energy reduction in some data centers.

Both companies said the deal underscores their shared goal of improving energy efficiency and sustainability in data center infrastructure.

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European Investor 10-06-25

US

Wall Street Rises as Strong Consumer Confidence Offsets Mixed U.S. Economic Data

U.S. stocks moved higher Tuesday, with the Nasdaq gaining 1.19%, the S&P 500 rising 0.66% and the Dow Jones adding 0.14%, as investors digested a mixed batch of economic data.

Conference Board Consumer Confidence climbed to 91.7 in October, well above the 81.2 forecast and up from 84.2 previously. The stronger-than-expected reading pointed to improved household sentiment and provided the clearest positive signal from the day’s releases.

New home sales also came in better than expected at an annualized 676,000 in September, compared with the 651,000 forecast, although sales edged down from 680,000 previously.

Other indicators were softer. Building permits slipped to 1.398 million, slightly below the 1.400 million forecast and 1.403 million prior reading. Weekly ADP employment growth slowed to 16,800 from 18,500, suggesting some moderation in private-sector hiring.

Durable goods orders rose 1.8% in September, a sharp improvement from the prior 0.1% increase but slightly below the 2.0% consensus estimate.

Overall, the data presented a mixed economic picture, with stronger consumer confidence and housing demand offsetting softer employment and building activity. The stronger move in the Nasdaq suggests risk appetite remained relatively firm despite the uneven macro signals.

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European Investor 10-27-26

Wall Street Falls as Mixed Jobless Claims and Surging Oil Keep Rate and Inflation Concerns in Focus

U.S. stocks traded lower after the latest labor-market data sent a mixed signal while a sharp rise in crude oil added to inflation concerns.

Initial jobless claims fell to 194,000, better than the 200,000 consensus estimate and down from 200,000 previously. The reading suggests layoffs remain relatively contained and the labor market is still holding up.

Continuing jobless claims, however, rose to 1.728 million, above the 1.720 million forecast and up from 1.703 million previously. That points to some difficulty for unemployed workers in finding new jobs even as new layoffs remain low.

Equities were under pressure, with the S&P 500 down about 0.78%, the Dow Jones Industrial Average off 0.15%, and the Nasdaq falling roughly 1.42%. The heavier Nasdaq decline suggests continued pressure on rate-sensitive growth and technology stocks.

At the same time, Brent crude climbed about 2.4% to $111.48 per barrel. Higher oil prices can complicate the inflation outlook by increasing energy and transportation costs, potentially reinforcing concerns that the Federal Reserve may need to keep monetary policy restrictive for longer.

Overall, the combination of resilient initial claims and rising oil prices appears to be weighing on risk appetite, even as the increase in continuing claims points to some underlying softening in the labor market.

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WS News 10-22-26

Wall Street Trades Mixed as Hotter PPI and Strong Retail Sales Reinforce Rate Concerns

U.S. stocks traded mixed after a batch of economic data showed stronger consumer spending, hotter producer inflation and continued labor-market resilience. The S&P 500 fell 0.26% to 7,698.99 and the Nasdaq dropped 0.86% to 26,463.05, while the Dow Jones Industrial Average rose 0.55% to 51,907.65.

September retail sales increased 0.8% month over month, well above the 0.3% consensus estimate, although growth slowed from 1.3% previously. Core retail sales rose 0.9%, also beating the 0.6% forecast but easing from 1.4%.

Inflation data were more concerning. Producer prices jumped 1.3% month over month, more than double the 0.6% expected and sharply above the prior 0.5% increase. Core PPI rose 0.7%, compared with a 0.3% forecast and 0.2% previously.

The labor market remained firm. Initial jobless claims were 199,000, matching expectations and little changed from 198,000, while continuing claims came in at 1.710 million, exactly in line with forecasts and slightly below 1.714 million previously.

Manufacturing data were also much stronger than expected, with the New York Empire State Manufacturing Index jumping to 25.5 in October from 7.6, far above the 12.1 consensus estimate.

The data combination points to an economy that remains resilient but is also experiencing renewed inflation pressure. That backdrop may reinforce expectations for interest rates to remain elevated for longer, which appears to be weighing particularly on the rate-sensitive Nasdaq even as the Dow moves higher.

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The Investor 10-15-26

Wall Street Falls as September Inflation Comes in Hotter Than Expected

U.S. stocks moved lower after September inflation data showed broader price pressures remained firmer than economists expected. The S&P 500 fell 0.76% to 7,745.85, while the Nasdaq dropped 0.99% to 26,934.31. The Dow Jones Industrial Average declined 0.14% to 51,597.18.

Headline CPI increased 0.6% month over month in September, matching expectations but accelerating from 0.4% in August. On a year-over-year basis, inflation rose to 3.7%, above the 3.6% consensus estimate and up from 3.4% previously.

More importantly for the Federal Reserve outlook, core inflation also came in hotter than expected. Core CPI rose 0.3% month over month versus the 0.2% forecast, while the annual core rate accelerated to 2.6% from 2.4%, also exceeding the 2.5% consensus estimate.

The combination of higher headline inflation and an upside surprise in core prices suggests underlying inflation pressures remain persistent. That could reduce expectations for near-term monetary easing or reinforce the case for keeping interest rates elevated for longer.

The Nasdaq’s larger decline is consistent with renewed rate concerns weighing more heavily on growth and technology stocks, while the relatively smaller move in the Dow suggests a more defensive market response.

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Global Finance News 10-14-26

Wall Street Trades Mixed as U.S. Housing Data Beats Expectations

U.S. stocks traded mixed Tuesday as investors digested stronger-than-expected housing data alongside another increase in weekly private-sector employment.

The S&P 500 slipped 0.07% to 7,801.82, while the Nasdaq Composite fell 0.11% to 27,217.00. The Dow Jones Industrial Average was slightly higher, gaining 0.04% to 51,868.87.

U.S. existing home sales increased to an annualized 3.99 million units in September, above expectations of 3.95 million and up from 3.93 million previously. On a monthly basis, sales rose 1.5%, significantly stronger than the expected 0.8% decline and reversing the previous month’s 3.2% drop.

Separately, ADP’s weekly employment measure showed private payrolls increasing by 24,800, up from 23,800 in the previous reading.

The data points to continued resilience in parts of the U.S. economy, particularly housing and employment. However, the relatively muted equity-market reaction suggests investors remain cautious about how stronger economic activity could influence the Federal Reserve’s interest-rate outlook.

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European Investor 10-13-26

U.S. Consumer Sentiment Weakens in October as Inflation Expectations Stay Elevated

The University of Michigan’s preliminary Consumer Sentiment Index fell to 46.3 in October, below the 47.5 consensus estimate and down from 48.1 previously.

Consumer expectations were somewhat more resilient, rising to 47.3 from 46.3 and beating the 45.9 forecast. That suggests households became slightly less pessimistic about the outlook even as overall sentiment deteriorated.

One-year inflation expectations edged up to 4.7% from 4.6%, although the reading came in slightly below the 4.8% consensus estimate.

The report gives a mixed signal for markets. Softer headline sentiment points to continued caution among U.S. consumers, while the improvement in expectations offers some support to the growth outlook. However, inflation expectations remain elevated, which could keep investors sensitive to additional price-pressure data and complicate expectations for faster monetary easing.

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WS News 10-09-26

U.S. Stocks Edge Higher as Brent Crude Holds Near $104

U.S. stocks opened modestly higher on Thursday, with the S&P 500 up 0.27% at 7,786.27, the Dow Jones Industrial Average gaining 0.28% to 51,375.78, and the Nasdaq rising 0.34% to 27,285.85.

Brent crude was trading at $103.89 per barrel, down 0.37% on the day, after moving between roughly $102.50 and $103.90 during the session. Oil remains at elevated levels despite the slight decline.

The combination of firm equity markets and Brent holding above $100 suggests investors are balancing resilient risk appetite against continued inflation concerns from high energy prices. Elevated crude can increase transportation and input costs across the economy, potentially keeping some pressure on headline inflation.

For equities, the near-term question is whether oil prices stabilize around current levels or resume their recent rise. A renewed move higher in crude could revive concerns over inflation and interest rates, while a pullback would provide some relief to broader market sentiment.

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Global Finance News 10-09-26

U.S. Stocks Mixed as Rising Oil Prices Revive Inflation Concerns

U.S. stocks traded mixed on Thursday as investors weighed resilient labor-market data against a sharp rise in oil prices that renewed concerns about inflation.

The S&P 500 fell 0.17% to 7,788.26 and the Nasdaq declined 0.43% to 27,421.53, while the Dow Jones edged up 0.08% to 51,219.42.

Initial jobless claims came in at 197,000, below the 200,000 consensus and down from 199,000 previously, suggesting layoffs remain relatively limited. Continuing claims, however, increased to 1.716 million from 1.699 million, slightly above expectations of 1.710 million, pointing to somewhat softer re-employment conditions.

Oil added another source of pressure. Brent crude surged about 4.6% to roughly $104.83 per barrel during the session. The sharp increase raised concerns that higher energy costs could feed back into headline inflation and transportation costs, potentially slowing the disinflation process.

The combination of firm initial claims and rising oil prices is not particularly supportive for aggressive Federal Reserve easing. Investors appear to be balancing continued economic resilience against the risk that renewed energy inflation could keep interest rates higher for longer, which is especially relevant for rate-sensitive technology and growth stocks.

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European Investor 10-08-26

Wall Street Turns Lower as Inflation Expectations Rise and 10-Year Treasury Yield Jumps

U.S. stocks moved lower Wednesday as investors reacted to higher consumer inflation expectations and a sharp increase in the yield at the latest 10-year Treasury note auction.

The S&P 500 fell 0.24% to 7,800.42, while the Dow Jones Industrial Average declined 0.59% to 51,219.02. The Nasdaq Composite was down 0.39% at 27,492.49.

The New York Fed’s one-year consumer inflation expectations rose to 3.9% in September, above both the 3.6% forecast and the previous reading of 3.6%. The increase suggests households are becoming more concerned about near-term price pressures, potentially complicating the Federal Reserve’s path toward easier monetary policy.

Pressure on markets was reinforced by the U.S. Treasury’s 10-year note auction, which cleared at a yield of 5.300%, sharply above the previous auction’s 4.834%. The higher yield points to materially higher borrowing costs and increases the discount rate applied to future corporate earnings, a particular headwind for growth-oriented equities.

The combination of rising inflation expectations and higher long-term Treasury yields appears to be weighing on risk sentiment, with investors reassessing the possibility that U.S. interest rates may remain elevated for longer than previously anticipated.

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Global Finance News 10-07-26

### U.S. 3-Year Treasury Auction Yield Jumps to 4.932%

The U.S. Treasury’s latest 3-year note auction cleared at a yield of 4.932%, sharply above the 4.474% yield at the previous auction.

The higher yield indicates investors demanded significantly more compensation to hold short- to intermediate-term government debt, reflecting renewed upward pressure on Treasury borrowing costs.

The result may reinforce market concerns that interest rates could remain elevated for longer, particularly as investors continue to assess inflation, labor-market resilience and the Federal Reserve’s policy outlook.

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The Investor 10-06-26

10-19-26WS News

10-15-26The Investor

10-09-26Global Finance News

10-08-26European Investor

NYSE:CLS

Celestica Jumps 17.6% Premarket as Q3 Results Beat Guidance and 2027 Revenue Outlook Surges

Celestica (NYSE: CLS) shares jumped about 17.6% in premarket trading after the company reported third-quarter 2026 revenue and adjusted EPS above the high end of its guidance and issued an exceptionally strong initial outlook for 2027.

Third-quarter revenue surged 83% year over year to $5.83 billion, while adjusted EPS more than doubled to $3.30 from $1.58. Adjusted operating margin expanded to a record 8.5% from 7.6%.

Growth was led by the Connectivity & Cloud Solutions segment, where revenue jumped 102% to $4.87 billion. Hardware Platform Solutions revenue rose about 70%, while the Advanced Technology Solutions segment grew 23%.

Management raised its 2026 outlook to $21.0 billion of revenue and $11.55 of adjusted EPS, up from prior expectations of $20.5 billion and $11.30. Free cash flow guidance was reduced to $460 million from $600 million, primarily because of working-capital investments to support faster growth.

The biggest catalyst appears to be the 2027 outlook. Celestica expects revenue of $40.0 billion, representing about 90% growth, adjusted EPS of $21.50 and an adjusted operating margin of 9.0%. Management said demand from hyperscalers and frontier AI labs remains very robust, with customer forecasts for 2028 meaningfully above the 2027 revenue outlook.

The 17.6% premarket rally therefore appears to reflect both the Q3 beat and a major upward reset in growth expectations as AI infrastructure demand accelerates.

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The Investor 10-27-26

Celestica Stock Rises 3.3% in Premarket After Blowout Q2 Results and Higher 2026 Outlook

Celestica (NYSE: CLS) shares rose about 3.3% in premarket trading after the electronics manufacturing and data center infrastructure provider reported second-quarter results that exceeded guidance across the board and significantly raised its full-year outlook.

The company posted second-quarter revenue of $4.70 billion, up 62% from a year earlier and well above its guidance range of $4.15 billion to $4.45 billion. Adjusted EPS climbed to $2.54 from $1.39 a year ago, also surpassing the high end of management's guidance. Adjusted operating margin expanded to a record 8.2%, reflecting strong operating leverage and execution.

Management attributed the strong performance to accelerating demand for AI infrastructure, improved component availability, and robust customer spending across its data center business. The Connectivity & Cloud Solutions segment led the way, with revenue surging 84% year over year to $3.81 billion, while the Advanced Technology Solutions segment grew 8%.

Following the stronger-than-expected quarter, Celestica raised its 2026 outlook across all key financial metrics. The company now expects full-year revenue of $20.5 billion, up from its previous forecast of $19.0 billion, while adjusted EPS guidance increased to $11.30 from $10.15. Management also raised its adjusted operating margin target to 8.4% and boosted its free cash flow outlook to $600 million.

Looking beyond this year, management struck an even more optimistic tone, stating that revenue growth is expected to accelerate further in 2027, exceeding the approximately 65% growth anticipated for 2026. The company also expects adjusted EPS to grow faster than revenue next year as margins continue to expand.

The strong earnings beat, substantial guidance increase, and exceptionally bullish commentary on AI-driven demand appear to be driving today's premarket gains. Investors also welcomed management's growing confidence in customer demand and long-term visibility, reinforcing Celestica's position as one of the leading beneficiaries of the ongoing AI infrastructure investment cycle.

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European Investor 07-28-26

BCE Inc. and Celestica announced a collaboration to develop sovereign AI infrastructure in Canada, aimed at supporting government and regulated industries.

The partnership combines Bell’s AI Fabric platform, including its fiber network, data centers, and cloud capabilities, with Celestica’s hardware manufacturing and supply chain expertise. The initiative is designed to enable secure, domestically controlled AI deployments, ensuring sensitive data remains within Canada.

The companies said the collaboration will help build a trusted AI ecosystem with local infrastructure and supply chains, strengthening Canada’s position in AI development and deployment.

Source: BCE Inc.

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European Investor 04-24-26

VantagePoint A.I. Stock of the Week Celestica ($CLS) - VantagePoint $CLS

This week's ai stock spotlight is Celestica ($CLW) When you trace the arc of Celestica Inc., it feels like a blueprint for corporate reinvention in the modern tech economy. Originally formed as a subsidiary within IBM's hardware division

(vantagepointsoftware.com)

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Global Finance News 07-31-25

NYSE:PSA

Public Storage Edges 0.01% Higher Premarket as Q3 Core FFO Grows and 2026 Guidance Is Raised

Public Storage (NYSE: PSA) shares were nearly flat, up about 0.01% in premarket trading, after the company reported modest Core FFO growth and raised its full-year 2026 outlook.

Third-quarter Core FFO increased 0.7% year over year to $4.34 per share from $4.31. Net income fell 35.5% to $1.69 per share from $2.62, but management highlighted improving operating trends in churn, occupancy and move-in rates.

Public Storage also raised guidance after stronger year-to-date performance. Same-store NOI growth is now expected between -0.8% and 0.2%, improved from the prior range of -2.0% to -0.3%. Core FFO guidance was increased to $16.90-$17.10 per share from $16.75-$17.05.

Growth activity remained significant. The company completed the acquisitions of National Storage Affiliates and Public Storage Canada, adding more than 1,100 stores to its platform. Excluding those deals, it acquired 25 facilities for $258.4 million during the quarter.

The company also strengthened its financing position through equity and debt issuance, including about $399 million of expected proceeds from forward share-sale agreements and new U.S. and Canadian senior notes.

The essentially unchanged premarket move suggests investors are balancing the improved outlook and stronger operating trends against only modest Core FFO growth and the sharp year-over-year decline in reported net income.

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The Investor 10-27-26

Public Storage Completes $1.2 Billion Acquisition of Public Storage Canada

Public Storage (NYSE: PSA) announced Tuesday that it has completed its acquisition of Public Storage Canada, significantly expanding the self-storage REIT’s presence outside the United States.

Public Storage paid approximately $1.2 billion at closing, consisting of about $900 million in operating partnership units and $310 million in cash. Sellers could receive an additional $288 million in OP units if certain net operating income performance targets are achieved.

The acquisition adds 68 properties totaling approximately 5.3 million square feet across Toronto, Vancouver, Montreal, Calgary and Ottawa. The portfolio has operated under the Public Storage brand for decades but will now come under the company’s direct ownership.

Public Storage expects the transaction to be accretive to long-term internal rate of return, NOI growth and funds from operations per share. The acquired portfolio has a going-in yield in the high-5% range, while the company expects its PS Next operating model and efficiency improvements to drive near-term NOI growth in the high single digits.

The deal also gives Public Storage a platform for further Canadian expansion through acquisitions, development, lending and third-party management, while providing access to potentially lower-cost Canadian financing.

Coming shortly after the closing of its National Storage Affiliates Trust transaction, the Canadian acquisition represents another major step in Public Storage’s expansion strategy and further diversifies its portfolio across North America.

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WS Investor 09-01-26

Public Storage will release its first quarter 2026 earnings results after the market close on Monday, April 27, 2026.

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WS Investor 04-14-26

Public Storage said it has agreed to acquire National Storage Affiliates in an all-stock transaction valued at about $10.5 billion in enterprise value, significantly expanding its presence in the U.S. self-storage market.

Under the terms of the deal, National Storage Affiliates shareholders will receive 0.14 shares of Public Storage stock for each NSA share, implying a price of $41.68 per share based on Public Storage’s March 13 closing price. The transaction has been unanimously approved by both companies’ boards and is expected to close in the third quarter of 2026, subject to shareholder approval and customary conditions.

The acquisition will add more than 1,000 properties, 69 million rentable square feet, and around 550,000 storage units across 37 states and Puerto Rico. Following completion, the combined company is expected to have a pro forma equity market capitalization of about $57 billion and enterprise value of roughly $77 billion.

As part of the transaction structure, Public Storage and National Storage Affiliates operating partnership unitholders will form a joint venture holding 313 properties valued at approximately $3.3 billion, with NSA unitholders owning about 80% and Public Storage holding the remaining stake. The deal is expected to generate roughly $110–$130 million in annual synergies within three to four years and be accretive to funds from operations per share within the first year after closing.

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WS Investor 03-16-26

Public Storage (NYSE: PSA) and Welltower Inc. (NYSE: WELL) have announced a strategic data science partnership to expand the application of AI in real estate investing.

Under the agreement, Public Storage will license bespoke capital allocation models from Welltower’s data science platform, which leverages machine learning, deep learning, and AI to identify high risk-adjusted return opportunities across acquisitions, developments, and dispositions. The models are designed to accelerate deal timelines and improve capital deployment precision at the micro-market level.

In return, Public Storage will share its operational data science capabilities — including revenue management, demand forecasting, and customer analytics — to enhance Welltower’s operating performance through its Welltower Business System.

Both companies said the collaboration leverages decades of proprietary asset-level data to create a durable information advantage and drive faster, analytics-driven capital allocation and long-term per-share value growth.
Business Wire

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European Investor 03-03-26

Public Storage (NYSE:PSA) declared a regular quarterly common dividend of $3.00 per common share. The Board also declared dividends with respect to our various series of preferred shares. Dividends are payable on March 31, 2026, to shareholders of record as of March 16, 2026.

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Global Finance News 02-18-26

Public Storage Reports Q4 and Full-Year 2025 Results, Issues 2026 Outlook

Public Storage (NYSE: PSA) reported fourth-quarter 2025 net income of $2.60 per share, down from $3.21 a year earlier, while core funds from operations (Core FFO) rose slightly to $4.26 per share from $4.21. For full-year 2025, net income was $9.01 per share versus $10.64 in 2024, and Core FFO increased to $16.97 per share from $16.67.

Operationally, the company said it achieved positive same-store revenue growth in 56% of its markets and posted a 78.4% same-store net operating income (NOI) margin in the quarter. Same-store average occupancy was 91.6% for the quarter, and management noted quarter-end occupancy was 0.5 percentage points higher year over year, marking the first year-over-year occupancy increase in more than four years. Same-store revenue was essentially flat year over year in Q4 at about $936.2 million, while same-store NOI declined 1.5% to $703.7 million.

On capital allocation, Public Storage acquired 13 facilities in the quarter for $131.0 million and 87 facilities during 2025 for $945.6 million. It also delivered new developments and expansions adding 1.0 million net rentable square feet in Q4 and 2.1 million for the full year. As of year-end, projects in development and expansion are expected to add 3.5 million net rentable square feet at an estimated cost of $609.9 million over the next 18 to 24 months.

For 2026, Public Storage guided to same-store revenue growth of (2.2)% to 0%, expense growth of 1.5% to 2.8%, and same-store NOI growth of (3.9)% to (0.5)%. The company also forecast Core FFO per share of $16.35 to $17.00. It ended 2025 with total debt of $10.3 billion, a weighted average interest rate of 3.2%, and approximately $2.4 billion of liquidity.

Separately, the company highlighted PS4.0, a leadership transition and strategic initiative aimed at accelerating long-term shareholder returns. CEO Joe Russell plans to retire effective March 31, 2026, with CFO and chief investment officer Tom Boyle set to become CEO effective April 1, 2026.

Business Wire

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Global Finance News 02-14-26

Public Storage posted a new investor presentation on December 8, providing an operating update for its same-store portfolio through November 30, 2025. Move-in activity showed slightly higher square footage but lower contract rents compared with the prior year, while promotional discounts declined. Move-out activity softened modestly, with lower square footage and slightly reduced contract rents lost year over year.

Occupancy at month-end held steady at 91.2 percent, and annual contract rent per occupied square foot dipped slightly to 22.59 dollars. The company also reported acquiring or contracting to acquire 88 facilities totaling 6.1 million rentable square feet for 949.4 million dollars so far this year.

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Global Finance News 12-09-25

Public Storage Q3 2025: Raises Full-Year Outlook as NOI and Core FFO Outperform

Public Storage (NYSE: PSA) reported strong third-quarter 2025 results, supported by continued growth in net operating income (NOI) and portfolio expansion. Net income allocable to common shareholders was $2.62 per diluted share, while core funds from operations (Core FFO) reached $4.31 per share. The company achieved a Same Store direct NOI margin of 78.5%, reflecting robust operational efficiency and stable industry fundamentals.

During the quarter, Public Storage acquired 49 self-storage facilities totaling 3.4 million net rentable square feet for $511.4 million. After the quarter’s end, it acquired or agreed to acquire 12 additional facilities encompassing 0.9 million net rentable square feet for $119.9 million. Year-to-date, total acquisitions and facilities under contract reached 6.1 million net rentable square feet for an aggregate investment of about $934.5 million.

The company also completed expansion projects adding 0.3 million square feet in Q3 and 1.1 million year-to-date, with total costs of $60.4 million and $268.8 million, respectively. As of September 30, 2025, Public Storage had 3.9 million square feet under development or expansion, representing an estimated investment of $649.2 million.

CEO Joe Russell said the company’s “differentiated strategies” and improved market dynamics, including stabilizing industry fundamentals and reduced new supply, are driving performance. Citing outperformance in NOI growth, acquisition activity, and Core FFO per share, Public Storage raised its 2025 outlook for the second consecutive quarter, reinforcing its confidence in sustained long-term value creation.

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The Investor 10-29-25

Public Storage Issues €425 Million in 3.5% Senior Notes Due 2034

Public Storage announced that its subsidiary, Public Storage Operating Company (PSOC), has completed a €425 million offering of 3.500% senior notes due 2034. The notes, guaranteed by Public Storage, were issued under an existing indenture and will mature on January 20, 2034, with annual interest payments starting January 20, 2026.

The company may redeem the notes in whole or in part at a make-whole redemption price, or at par starting three months before maturity. Proceeds will be used for general corporate purposes. The notes are unsecured and rank equally with PSOC’s other unsubordinated debt. The indenture includes covenants limiting indebtedness and requiring unencumbered assets equal to at least 125% of total unsecured debt.

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European Investor 10-04-25

NASDAQ:CDNS

Cadence Rises 3.2% Premarket as Q3 Revenue Jumps 22% and 2026 Outlook Is Raised

Cadence Design Systems (NASDAQ: CDNS) shares rose about 3.2% in premarket trading after the company reported strong third-quarter 2026 growth, record backlog and a higher full-year outlook.

Revenue increased 22% year over year to $1.633 billion, while non-GAAP diluted EPS rose to $2.11 from $1.93. Recurring revenue grew 18%, and quarter-end backlog reached a record $8.2 billion, including $4.2 billion expected to be recognized over the next 12 months.

Growth was broad-based. Core EDA revenue increased 20%, IP revenue rose 24% and System Design and Analysis revenue climbed 30%. Cadence also said its AI Super Agents now have more than 100 active customer engagements, while its newly launched Maestro models are being deployed for chip and system design workflows.

Management raised its 2026 revenue growth outlook to about 21%, with revenue now expected between $6.387 billion and $6.417 billion. Non-GAAP EPS guidance was also lifted to $8.37-$8.43, or about $8.40 at the midpoint.

One softer area was profitability, with non-GAAP operating margin declining to 44.1% from 47.6% a year earlier. However, strong revenue growth, record backlog and higher guidance appear to be outweighing that pressure.

The 3.2% premarket gain therefore appears to reflect investor confidence in Cadence’s accelerating AI-related demand, strong visibility and raised full-year expectations.

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The Investor 10-27-26

Cadence Stock Rises 2.5% in Premarket After Record Q2 Results and Raised 2026 Outlook

Cadence Design Systems (NASDAQ: CDNS) shares gained about 2.5% in premarket trading after the electronic design automation (EDA) software provider reported record second-quarter results, raised its full-year guidance, and highlighted accelerating demand for its AI-driven design solutions.

The company reported second-quarter revenue of $1.58 billion, up from $1.28 billion a year earlier, while non-GAAP earnings per share increased to $2.11 from $1.65. Profitability also improved significantly, with non-GAAP operating margin expanding to 45.5% from 42.8% in the prior-year quarter.

Cadence also reported a record backlog of $8.1 billion, providing strong visibility into future revenue. Remaining performance obligations expected to be recognized over the next 12 months reached $4.2 billion, underscoring continued customer demand across its product portfolio.

Management raised its full-year 2026 outlook, now expecting revenue of $6.26 billion to $6.34 billion, representing approximately 19% year-over-year growth. The company also increased its non-GAAP EPS guidance to approximately $8.10 at the midpoint, lifted its non-GAAP operating margin outlook to 44.25%, and raised its operating cash flow forecast to $2 billion.

The strong results were driven by broad-based growth across the business. Core EDA revenue increased 18% year over year, IP revenue surged more than 40%, and System Design and Analysis revenue climbed 37%. Hardware also delivered another record quarter, supported by expanding deployments among hyperscalers and leading AI companies.

Management highlighted accelerating adoption of its AI-powered design platform, including strong early customer traction for its AI Super Agents portfolio. The company said it is benefiting from growing demand for AI chip development as semiconductor companies and hyperscale cloud providers increase investment in next-generation silicon.

The combination of record backlog, higher guidance, expanding margins, and continued AI-driven demand appears to be driving today's premarket gains, reinforcing investor confidence that Cadence remains one of the key beneficiaries of the ongoing AI infrastructure and semiconductor design cycle.

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European Investor 07-28-26

Cadence (Nasdaq: CDNS) will hold its first quarter 2026 financial results conf on Monday, April 27, 2026.

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Global Finance News 04-07-26

Cadence (Nasdaq: CDNS) will hold its fourth quarter and fiscal year 2025 financial results webcast on Tuesday, February 17, 2026.

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Global Finance News 01-07-26

Cadence Q2 2025 Results: Strong Growth Drives Raised Full-Year Outlook

Cadence reported strong second quarter 2025 results, with revenue rising 20% year-over-year to $1.275 billion, surpassing guidance. Non-GAAP EPS rose to $1.65 from $1.28, while the non-GAAP operating margin expanded to 42.8%. GAAP results were impacted by a $140.6 million legal settlement, lowering EPS to $0.59.

The company raised its full-year 2025 guidance: revenue to $5.21–$5.27 billion, non-GAAP EPS to $6.85–$6.95, and operating cash flow to $1.65–$1.75 billion. Growth was broad-based across all business units, with notable gains in AI-driven offerings, including new AI studio and simulation platforms.

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The Investor 07-29-25

Cadence Design Systems Restores Access to EDA Software After Export Restrictions Rescinded

San Jose, July 3, 2025 – Cadence Design Systems, Inc. (Nasdaq: CDNS) announced that the U.S. Department of Commerce’s Bureau of Industry and Security (BIS) has rescinded export license requirements previously imposed on May 23, 2025. These restrictions had limited the company’s ability to export, re-export, or transfer certain electronic design automation (EDA) software and technology classified under ECCNs 3D991 and 3E991, particularly in transactions involving China or Chinese military end users.

With the restrictions now lifted effective immediately, Cadence is actively working to restore access to its EDA software for affected customers in compliance with updated export regulations.

The company noted potential risks including challenges in re-engaging affected customers, future regulatory changes, and broader geopolitical uncertainties, all of which could impact its operations and customer relationships.

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Global Finance News 07-04-25

Cadence (Nasdaq: CDNS) will hold its second quarter 2025 financial results webcast on Monday, July 28, 2025.

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WS Investor 07-03-25

Cadence Stockholders Approve Director Elections and Executive Pay; Board Expands Share Repurchase Program

At its annual stockholder meeting held May 8, 2025, Cadence Design Systems shareholders approved key proposals, including the re-election of ten board members and an advisory vote in favor of the company’s executive compensation plan. All nominated directors, including CEO Anirudh Devgan and board chair James D. Plummer, were re-elected by majority vote, though a few saw lower support compared to others.

Shareholders also ratified the appointment of PricewaterhouseCoopers LLP as the company’s independent auditor for fiscal 2025. However, a stockholder proposal seeking additional disclosure around political spending was rejected, with a majority voting against it.

Separately, Cadence’s board of directors authorized an expansion of the company’s share repurchase program, increasing it by $1.5 billion. The company may execute these repurchases in various forms, including open market purchases and structured transactions, subject to market conditions and regulatory considerations. The program does not carry an expiration date and may be adjusted or discontinued at any time.

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ME NEWS 05-13-25

Cadence reports first quarter 2025 financial results

Cadence reported strong first quarter 2025 results, with revenue rising 23% year-over-year to $1.242 billion and non-GAAP diluted earnings per share increasing 34% to $1.57. The company achieved a GAAP operating margin of 29.1% and a non-GAAP operating margin of 41.7%, driven by broad-based strength across all businesses, including 40% growth in semiconductor IP revenue and 16% growth in core EDA revenue. Management noted resilient customer demand, a strong backlog of $6.4 billion, and AI-driven product innovation as key contributors to its performance.

Looking ahead, Cadence raised its full-year 2025 guidance, expecting revenue between $5.15 billion and $5.23 billion and non-GAAP diluted EPS between $6.73 and $6.83. Recent highlights include an expanded partnership with NVIDIA and over 50% year-over-year revenue growth in system design and analysis. CEO Anirudh Devgan and CFO John Wall emphasized the company's robust operating model, resilient software business, and strong financial position during the earnings webcast.

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WS Investor 04-28-25

Cadence to Acquire Arm Artisan Foundation IP Business

SAN JOSE, Calif., April 16, 2025--Cadence entered into a definitive agreement with Arm to acquire Arm's Artisan foundation IP business.

(finance.yahoo.com)

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WS News 04-17-25

09-01-26European Investor

04-21-26The Investor

01-27-26WS News

NYSE:HIG

The Hartford Edges 0.04% Higher After Hours as Net Income Rises and Dividend Increases 12%

The Hartford (NYSE: HIG) shares rose about 0.04% in after-hours trading after the insurer reported strong third-quarter 2026 net income, solid premium growth and a double-digit dividend increase.

Net income available to common stockholders rose 23% year over year to $1.32 billion, or $4.82 per diluted share. Core earnings were weaker, however, declining 6% to $956 million, while core EPS slipped to $3.50 from $3.59.

Property & Casualty written premiums increased 4%, led by 6% growth in Business Insurance. The Business Insurance combined ratio was 91.3, while Personal Insurance posted a 93.2 combined ratio and improved its underlying combined ratio to 87.1.

Higher catastrophe losses weighed on underwriting results. P&C current accident year catastrophe losses rose to $198 million from $70 million a year earlier, while Employee Benefits also saw a higher loss ratio. These pressures were partly offset by stronger investment income, which increased to $850 million from $755 million.

Capital returns remained substantial. The Hartford returned $638 million to shareholders during the quarter through $475 million of share repurchases and $163 million of dividends. The company also raised its quarterly common dividend by 12% to $0.67 per share.

The essentially flat after-hours move appears to reflect a mixed reaction: stronger reported net income, premium growth and capital returns were balanced by lower core earnings and higher catastrophe-related losses.

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The Investor 10-27-26

The Hartford Names A. Morris Tooker as Next CEO

The Hartford announced that company President A. Morris “Mo” Tooker will become chief executive officer, effective March 1, 2027.

Tooker will succeed Christopher Swift, who will transition to executive chair of the board. Tooker will also join The Hartford’s board beginning October 1, 2026.

Tooker joined the company in 2015 as chief underwriting officer and has since held several senior leadership roles. As president, he currently oversees business performance, strategy and enterprise-wide execution. During his tenure, he has focused on underwriting discipline, broader risk appetite, risk-mitigation services and closer coordination across business units.

Swift will move to executive chair after nearly 13 years as CEO. During his tenure, The Hartford said it significantly strengthened its financial profile, more than tripled net income return on equity and delivered an eightfold increase in share price, while expanding technology capabilities and product offerings.

As executive chair, Swift will continue to oversee the board, help guide corporate strategy and advise Tooker during the transition. He plans to step down from the executive chair role in the second half of 2027.

The succession is designed to preserve strategic continuity while handing day-to-day leadership to an executive with deep experience across The Hartford’s underwriting and operating businesses.

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The Investor 09-30-26

The Hartford reported strong first-quarter 2026 results, with net income rising 36% year-over-year to $851 million and earnings per share reaching $3.04. Core earnings also increased 36% to $866 million, reflecting solid underwriting performance and growth across key segments.

Premium growth was driven by business insurance, while profitability remained strong with improved combined ratios in both commercial and personal lines. Employee benefits also contributed with steady margin performance.

The company returned $617 million to shareholders through dividends and share repurchases and highlighted continued investment in technology and innovation to support long-term growth.

Source: Business Wire

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The Investor 04-24-26

The Hartford To Announce First Quarter 2026 Earnings On April 23

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Global Finance News 03-27-26

The Hartford announced the opening of a new technology hub in Columbus, Ohio, expanding its technology workforce and reinforcing its focus on insurance innovation. Located at Easton Town Center, the office will house around 75 employees specializing in AI, cloud architecture, and technology transformation, supporting collaboration, experimentation, and product development. The new hub complements The Hartford’s existing technology centers in the U.S. and India and is aimed at accelerating digital modernization and delivering enhanced experiences for customers, agents, and brokers.

Source: The Hartford press release, January 6, 2026 (Business Wire).

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The Investor 01-06-26

The Hartford Declares Quarterly Dividend on Series G Preferred Stock

The Hartford announced that its Board of Directors has declared a quarterly dividend of $375 per share on its Series G preferred stock, which is equivalent to $0.375 per depository share. The dividend will be paid on February 17, 2026, to shareholders of record as of the close of business on February 2, 2026.

Source: Business Wire, The Hartford

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WS Investor 12-20-25

The Hartford Q2 2025 Summary

The Hartford reported strong Q2 2025 results, with net income rising 35% to $990 million ($3.44/share) and core earnings up 31% to $981 million ($3.41/share) compared to Q2 2024. Growth was driven by higher premiums, improved underwriting results, and increased investment income.

Key metrics:
• P&C written premiums rose 8%, led by Business Insurance (+8%) and Personal Insurance (+7%).
• Business Insurance achieved an 87.0 combined ratio, while

Personal Insurance improved its underlying combined ratio by 7.5 points to 62.8.
• Employee Benefits showed a 9.2% core earnings margin.
• The company returned $549 million to shareholders.
• Net income ROE was 19.8% and core earnings ROE was 17.0% for the trailing 12 months.

Book value per share rose 8.9% to $60.02 and 5.2% excluding AOCI. CEO Christopher Swift praised the performance as evidence of strategic execution and profitable growth.

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The Investor 07-29-25

The Hartford will release its second quarter 2025 financial results at approximately 4:15 p.m. EDT on Monday, July 28.

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The Investor 06-30-25

The Hartford and Nayya Partner to Launch AI-Powered Personalized Benefits Enrollment

The Hartford (NYSE: HIG) announced a new collaboration with Nayya, an AI-driven benefits platform, to offer personalized, simplified benefits enrollment to its employee benefits customers. The integration will provide tailored plan recommendations, cost comparisons, and user-friendly guidance embedded directly within employers’ existing HR systems.

This partnership aligns with The Hartford’s ongoing strategic investment in HR technologies aimed at boosting employee satisfaction and retention through smarter, more accessible benefits management. According to The Hartford’s Future of Benefits survey, tools like Nayya are in high demand to help employees navigate complex benefit options.

A webinar titled “AI-Powered Decision Support: Elevating Benefits Enrollment” is scheduled for June 12, 2025, at 1 p.m. ET to introduce the platform's capabilities to customers and employers.
Nayya’s platform, built with a human-centric approach and backed by major investors such as ICONIQ and MetLife Ventures, is designed to integrate with top HR platforms and improve the overall benefits experience.

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European Investor 05-29-25

The Hartford Announces Executive Leadership Changes to Advance Technology and Operations Strategy

The Hartford (NYSE: HIG) has unveiled a strategic organizational shift, expanding the roles of two key executives to strengthen its focus on technology and operations. Shekar Pannala has been named Chief Information Officer, overseeing Technology, cybersecurity, infrastructure, and cloud modernization. Jeffery Hawkins has been appointed Chief Data, AI and Operations Officer, leading the company’s efforts in data, analytics, AI, and enterprise operations. Both executives will report directly to Chairman and CEO Christopher Swift.

The changes come alongside the resignation of Deepa Soni, former Chief Information and Operations Officer, who is leaving the company to pursue an external opportunity. She will assist in ensuring a smooth leadership transition.

CEO Swift noted that the new structure supports The Hartford’s goal of deepening its capabilities in digital transformation, cloud modernization, and AI integration, building on recent advancements.

Pannala brings over 30 years of experience in technology leadership, including roles at Chubb, S&P Global, and BNY Mellon. Hawkins has over 25 years of experience, most recently serving as CIO at CVS Health and holding leadership roles at Humana focused on digital innovation.

The Hartford is a leading provider of property and casualty insurance, employee benefits, and mutual funds, with over 200 years of industry experience. More information is available at [thehartford.com](https://www.thehartford.com).

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WS News 04-01-25

Japan

BoJ Core CPI Rises to 2.5%, Signaling Persistent Underlying Inflation in Japan

The Bank of Japan’s core CPI measure rose 2.5% year over year, up from 2.3% previously.

The stronger reading suggests underlying inflation pressures remain persistent, reinforcing the view that price growth is staying above the BoJ’s 2% target.

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The Investor 10-27-26

Japan Industrial Production Falls 2.4% in August, Missing Expectations

Japan’s industrial production declined 2.4% month over month in August, a steeper drop than the 1.7% contraction expected by economists.

The result also marked a significant deterioration from the previous month’s 0.2% decline, indicating weaker momentum in Japan’s manufacturing sector.

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WS News 10-15-26

Japan Household Spending Falls 3.1% in August, Beating Expectations

Japan’s household spending declined 3.1% year over year in August, slightly better than the 3.5% drop expected by economists and improving from the previous month’s 3.6% decline.

On a monthly basis, household spending rose just 0.1%, missing the 0.5% increase expected and slowing from the previous 0.5% gain.

The data present a mixed picture for Japanese consumer demand. The smaller-than-expected annual decline suggests spending conditions may be stabilizing, but the weak monthly increase points to limited momentum in household consumption

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WS News 10-09-26

Japan Current Account Surplus Widens Sharply in August

Japan’s current account surplus rose to ¥4.062 trillion in August, well above the ¥3.194 trillion market consensus and up from ¥2.989 trillion previously.

The stronger-than-expected surplus points to an improvement in Japan’s external balance during the month, reflecting a larger net inflow from trade, services and overseas investment income.

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The Investor 10-08-26

Japan’s 10-year government bond auction yield rose to 3.101%, up from 2.995% at the previous auction.

The higher yield indicates investors demanded greater returns to hold longer-dated Japanese government debt, reflecting continued upward pressure on borrowing costs.

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Global Finance News 10-06-26

Japan Services PMI Slips to 51.3 in September, Missing Expectations

Japan’s S&P Global Services PMI fell to 51.3 in September from 52.5 previously, coming in below the 51.6 market consensus.

The reading remained above the 50 threshold, meaning the services sector continued to expand, but the pace of growth slowed noticeably during the month.

The weaker-than-expected result suggests some moderation in domestic service-sector momentum heading into the fourth quarter.

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European Investor 10-05-26

Tokyo Core Inflation Accelerates to 2.7% in September, Above Expectations

Tokyo core consumer inflation rose 2.7% year over year in September, accelerating sharply from 1.8% in August and exceeding the 2.4% market consensus.

The stronger reading suggests underlying inflation pressures in Japan remain firm, with price growth moving further above the Bank of Japan’s 2% target.

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WS News 10-02-26

Japan’s Tankan Manufacturing Index Improves in Q3 but Misses Expectations

Japan’s Tankan Large Manufacturers Index rose to 24 in the third quarter from 22 previously, indicating an improvement in business sentiment among the country’s major manufacturers.

The reading, however, came in slightly below the market consensus of 25.

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WS News 10-01-26

Japan Industrial Production Falls 1.7% in August, Missing Expectations

Japan’s industrial production fell 1.7% month over month in August, sharply underperforming market expectations for a 1.4% increase and worsening from a 0.2% decline in the previous month.

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WS News 09-30-26

Japan Leading Index Rises in July but Misses Expectations

Japan’s Leading Index increased 1.5% month over month in July, improving from a flat reading previously but coming in below the 1.7% market forecast.

The index level rose to 117.7 from 116.5, although it also missed expectations of 118.1.

The data suggest Japan’s forward-looking economic indicators improved during July, but not quite as strongly as economists had expected.

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WS News 09-29-26

09-18-26European Investor

08-12-26WS Investor

06-16-26Global Finance News

05-23-26Global Finance News

05-11-26WS Investor

NYSE:BRO

Brown & Brown Falls 2.2% Premarket as Weak Organic Growth and Margin Compression Offset Higher Revenue

Brown & Brown (NYSE: BRO) shares fell about 2.2% in premarket trading after the insurance broker reported higher third-quarter revenue and net income, but relatively weak organic growth and lower margins.

Third-quarter revenue increased 7.4% year over year to $1.7 billion, while net income attributable to the company rose 5.7% to $240 million. Adjusted diluted EPS increased 1.9% to $1.07, although reported diluted EPS declined 1.5% to $0.67.

The softer part of the quarter was underlying growth. Organic Revenue increased only 1.2%, while Organic Revenue with Contingents rose 1.5%. Management cited a challenging rate environment even as the company continued to add customers.

Profitability also weakened. Adjusted EBITDAC increased just 1.7% to $597 million, while the adjusted EBITDAC margin fell to 34.6% from 36.6% a year earlier. Pretax margin similarly declined to 18.6% from 19.4%.

For the first nine months of 2026, total revenue rose 23.4% to $5.3 billion, helped by acquisitions including Accession, but organic revenue growth was only 0.3%. Adjusted EPS for the period increased 5.7% to $3.52.

The 2.2% premarket decline appears to reflect investor concern over sluggish organic growth and margin compression, which outweighed the benefit of higher reported revenue and earnings.

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The Investor 10-27-26

Brown & Brown Stock Falls 2% in Premarket as Weak Organic Growth Overshadows Strong Revenue Gains

Brown & Brown (NYSE: BRO) shares slipped about 2% in premarket trading after the insurance brokerage reported strong headline revenue growth but disappointed investors with weaker-than-expected organic growth.

Second-quarter revenue rose 30.4% year over year to $1.7 billion, driven primarily by acquisitions and continued expansion across the business. Net income increased 24.7% to $288 million, while diluted earnings per share rose 7.7% to $0.84. Adjusted diluted EPS also increased 3.9% to $1.07.

Despite the strong headline results, investors focused on the company's underlying growth trends. Organic revenue declined 0.7% during the quarter, although organic revenue including contingent commissions increased a modest 0.7%. The weak organic performance suggests that most of Brown & Brown's growth continues to come from acquisitions rather than its existing operations.

Profitability also softened slightly. Income before taxes margin declined to 22.9% from 24.2% a year earlier, while adjusted EBITDAC margin eased to 35.7% from 36.7%, indicating modest margin pressure despite the significant increase in total revenue.

The first-half results painted a similar picture. Revenue increased 33.0% to $3.6 billion, while adjusted EPS rose 6.0%. However, organic revenue declined 0.3%, or increased only 1.6% when contingent commissions were included, reinforcing concerns about slowing underlying business momentum.

The market's negative reaction appears to reflect those concerns. While Brown & Brown continues to deliver strong acquisition-driven growth and solid earnings, investors typically place significant emphasis on organic revenue growth as a measure of the health of an insurance broker's core business. The decline in reported organic revenue and slight margin compression likely outweighed the otherwise strong financial performance, contributing to today's premarket pullback.

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European Investor 07-28-26

Brown & Brown, Inc. reported mixed fourth-quarter results for 2025, marked by strong headline revenue growth but weaker organic performance. Total revenues rose 35.7 percent year over year to $1.6 billion, driven largely by acquisitions, while organic revenue declined 2.8 percent. Net income attributable to the company increased 25.7 percent to $264 million, though diluted earnings per share fell 19.2 percent to $0.59. On an adjusted basis, diluted EPS rose 8.1 percent to $0.93.

For the full year 2025, Brown & Brown generated total revenues of $5.9 billion, up 22.8 percent from 2024, with organic revenue growth of 2.8 percent. Net income increased 6.1 percent to $1.1 billion. Diluted EPS declined 8.7 percent to $3.16, while adjusted diluted EPS climbed 10.9 percent to $4.26. Management highlighted the acquisition of Accession and continued adjusted earnings and margin expansion as key drivers of the year’s performance.

Source: Brown & Brown, Inc., January 26, 2026

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Global Finance News 01-27-26

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Global Finance News 08-03-25

Brown & Brown Raises $4.2 Billion Through Multi-Tranche Senior Notes Offering to Support RSC Acquisition

Brown & Brown, Inc. has successfully completed a multi-tranche senior notes offering totaling $4.2 billion in net proceeds. The company issued six series of senior unsecured notes with maturities ranging from 2026 to 2055 and coupon rates between 4.600% and 6.250%.

The issuance includes:

$400 million of 4.600% Notes due 2026

$500 million of 4.700% Notes due 2028

$800 million of 4.900% Notes due 2030

$500 million of 5.250% Notes due 2032

$1 billion of 5.550% Notes due 2035

$1 billion of 6.250% Notes due 2055

Proceeds from the offering, along with funds from a recently announced $2 billion equity sale and cash on hand, will be used to finance the acquisition of RSC Topco, Inc. If the transaction fails to close by the designated outside date, the company is required to redeem five of the six notes series at 101% of their principal value. The 2035 notes are not subject to this mandatory redemption.

The notes were issued under Brown & Brown’s existing shelf registration and are governed by an indenture that includes customary covenants and change-of-control protections.

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ME NEWS 06-24-25

Brown & Brown Raises $4.3 Billion Through Stock Offering and Launches $4.2 Billion Debt Issuance to Fund RSC Merger

Brown & Brown has successfully completed a $4.3 billion common stock offering, selling over 43 million shares. In parallel, the company launched a $4.2 billion multi-tranche senior notes issuance, including maturities ranging from 2026 to 2055, with interest rates between 4.6% and 6.25%. Proceeds from both offerings, along with cash on hand, will support the cash portion of the company’s planned acquisition of RSC Topco under a definitive merger agreement. If the transaction does not close, funds from the 2035 notes and stock sale will be redirected to general corporate purposes.

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ME NEWS 06-16-25

Brown & Brown to Acquire Accession Risk Management Group for $9.825 Billion

Brown & Brown has announced a definitive agreement to acquire RSC Topco, the holding company for Accession Risk Management Group, in a cash and debt-free deal valued at $9.825 billion. Accession owns Risk Strategies and One80 Intermediaries, which collectively generated approximately $1.7 billion in 2024 adjusted revenue. The acquisition, expected to close in Q3 2025 pending regulatory approvals, will enhance Brown & Brown’s retail and specialty distribution capabilities and is anticipated to be accretive to its adjusted 2024 net income per share.

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The Investor 06-10-25

Brown & Brown Appoints New Principal Accounting Officer and Approves Stock Plan Amendment

Brown & Brown, Inc. appointed Paul M. Gallagher as its new principal accounting officer, succeeding R. Andrew Watts, who continues as Executive Vice President, CFO, and Treasurer. Gallagher, currently the company’s Chief Accounting Officer, previously held a long tenure at Deloitte & Touche LLP, including international leadership roles, before joining Brown & Brown in 2024.

At the annual meeting, shareholders approved an amendment to the company’s 2019 Stock Incentive Plan, increasing the number of shares authorized for issuance by 6.93 million and extending the plan’s term. The proposal received strong support, with over 239 million votes in favor.

Additionally, shareholders re-elected all 13 nominated directors, ratified the appointment of Deloitte & Touche LLP as the independent auditor for fiscal year 2025, and approved the executive compensation package in an advisory vote. Over 92% of total shares outstanding were represented at the meeting, confirming a strong quorum and shareholder engagement.

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ME NEWS 05-13-25

Bridge Specialty Group Acquires Tim Parkman, Inc. to Expand Wholesale Insurance Footprint

Brown & Brown’s Bridge Specialty Group announced its acquisition of the assets of Tim Parkman, Inc. (TPI), a Mississippi-based wholesale insurance brokerage founded in 2002. TPI, known for its proprietary tech platform and strong service to over 5,000 retail agents, specializes in personal and commercial insurance lines. The company will continue operations from Clinton, Mississippi, under President Mike Leach, with founder Tim Parkman remaining involved.

The acquisition strengthens Bridge Specialty Group’s presence in Mississippi and the Gulf States. With more than 50 locations and access to over 230 markets, Bridge Specialty Group delivers customized insurance solutions globally. Brown & Brown, its parent company, is a major insurance broker with over 17,000 employees in more than 500 locations worldwide. Terms of the deal were not disclosed.

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WS Investor 05-08-25

Brown & Brown Releases 2025 Global Impact Report
Daytona Beach, FL – April 2, 2025 – Brown & Brown, Inc. (NYSE: BRO) announced the release of its annual Global Impact Report, highlighting the company’s environmental, social, and governance (ESG) efforts.

The report was disclosed in a Form 8-K filed with the SEC under Item 7.01 (Regulation FD Disclosure) and is available as Exhibit 99.1.

The information is furnished but not filed, meaning it is not subject to liability under the Securities Exchange Act of 1934.

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ME NEWS 04-03-25

NYSE:NVS

Novartis Rises 0.9% as Priority Brands Drive Q3 Growth and Full-Year Profit Guidance Is Raised

Novartis shares rose about 0.9% after the company reported solid third-quarter sales growth, stronger core profitability and an improved full-year outlook.

Third-quarter net sales increased 4% at constant currencies, while core operating income rose 10%. Core operating margin expanded by 2 percentage points to 41.6%, supported by strong growth from key medicines including Kisqali, Kesimpta, Scemblix, Leqvio and Cosentyx.

Core EPS increased 8% at constant currencies to $2.46. Free cash flow was $5.1 billion, down 18% in U.S. dollar terms.

Reported earnings were weaker because of a partial impairment of the del-desiran asset. Operating income fell 61% at constant currencies, while net income declined 71%. Management said the del-desiran DM1 readout was disappointing, although other pipeline programs continue to progress.

Novartis raised its 2026 core operating income guidance to between flat and low-single-digit growth, compared with its previous expectation for a low-single-digit decline. Sales guidance remained unchanged at low-single-digit growth.

The 0.9% gain appears to reflect strong momentum in priority brands, margin expansion and the upgraded profit outlook, which outweighed the impairment-related decline in reported earnings.

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European Investor 10-27-26

Novartis acquires Anthos Therapeutics in deal worth up to $3.1 billion, paying $925 million upfront

Blackstone Life Sciences and Anthos Therapeutics announced that Novartis has completed its acquisition of Anthos in a transaction valued at up to $3.1 billion. The deal includes a $925 million upfront payment, with additional payments tied to regulatory and commercial milestones. Anthos was founded in 2019 by Blackstone Life Sciences and Novartis to develop abelacimab, a novel Factor XI inhibitor currently in Phase 3 trials for atrial fibrillation and cancer-associated thrombosis.

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The Investor 04-04-25

09-08-26The Investor

10-27-25The Investor

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