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NASDAQ:SMCI

Supermicro Stock Jumps 9.3% as AI Demand Drives Record Backlog and Strong FY2027 Outlook

Super Micro Computer (NASDAQ: SMCI) shares jumped 9.3% in premarket trading Wednesday after the AI server maker reported strong fiscal fourth-quarter results, a sharp recovery in margins and an aggressive fiscal 2027 revenue outlook.

The rally appears to be driven particularly by accelerating AI infrastructure demand, record backlog and management’s expectation that annual sales could approach $72 billion in the new fiscal year.

Q4 Sales Nearly Double as Profitability Surges

Supermicro reported fiscal Q4 net sales of $11.1 billion, up from $10.2 billion in the previous quarter and $5.8 billion a year earlier, representing approximately 91% year-over-year growth.

Profitability improved even more dramatically. Gross margin climbed to 17.5% from 9.9% in Q3 and 9.5% a year earlier, addressing one of the key concerns surrounding Supermicro as rapid AI-server growth had previously put pressure on margins.

Net income surged to $1.18 billion from $195 million a year earlier, while diluted EPS increased to $1.62 from $0.31. On an adjusted basis, EPS reached $1.70, compared with $0.41 in Q4 2025.

The combination of rapid revenue growth and recovering margins indicates that Supermicro is increasingly converting the AI infrastructure boom into stronger profitability rather than simply higher sales volumes.

AI Infrastructure Demand Remains the Main Growth Engine

Supermicro remains one of the major hardware beneficiaries of global spending on AI data centers. Its server and data-center systems are designed for high-density GPU computing, positioning the company directly within the ongoing expansion of AI infrastructure.

CEO Charles Liang said Supermicro generated more than $60 billion in new orders during fiscal 2026 and entered fiscal 2027 with record backlog. The company also added several hundred enterprise and other customers during the year.

Management attributed improving profitability partly to a richer enterprise customer mix and greater adoption of its Data Center Building Block Solutions architecture, which is designed to accelerate large-scale AI infrastructure deployments.

Supermicro Targets Up to $72 Billion in FY2027 Revenue

The outlook provided another major catalyst for SMCI shares.

For fiscal Q1 2027, Supermicro expects sales of $14.5 billion to $15.5 billion, representing roughly $15 billion at the midpoint and a substantial sequential increase from Q4's $11.1 billion. Non-GAAP EPS is forecast between $1.01 and $1.10.

More importantly, Supermicro expects full-year fiscal 2027 revenue of $65 billion to $72 billion. At the midpoint of $68.5 billion, that would represent approximately 75% growth from fiscal 2026 revenue of $39.1 billion.

The 9.3% premarket rally reflects investor confidence that Supermicro's AI-driven growth cycle remains intact. Record backlog, accelerating sales expectations and the sharp Q4 margin recovery provide evidence that the company is strengthening its position as a major supplier of infrastructure for increasingly large and complex AI data centers.

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European Investor 08-12-26

Super Micro Slides 17% as $7 Billion Capital Raise Overshadows Massive AI Order Demand

Super Micro Computer (NASDAQ: SMCI) plunged 17% today after announcing plans to raise approximately $7 billion through a combination of common stock, preferred securities, and future share sales, triggering concerns about shareholder dilution despite revealing an enormous surge in AI-related demand.

The company said it recently received approximately $39 billion of orders for its advanced AI servers from more than 20 customers and intends to use the financing proceeds to purchase components needed to fulfill those orders in future quarters.

The financing package includes a $1.25 billion common stock offering, a $3.75 billion mandatory convertible preferred stock offering, and a planned $2 billion at-the-market stock sale program that could begin later this year. While the announcement highlights the unprecedented scale of AI infrastructure demand, investors focused on the potential dilution that could result from issuing billions of dollars of new equity.

The market reaction reflects a classic tradeoff facing many AI infrastructure companies. Demand is growing at an extraordinary pace, but fulfilling that demand requires significant upfront capital to secure chips, networking equipment, and other critical components.

Importantly, Super Micro's announcement suggests management sees a rare growth opportunity. The company is effectively raising capital because customer demand is exceeding its current balance sheet capacity. However, investors remain cautious because the reported $39 billion in orders does not represent firm commitments and remains subject to cancellations, delays, and other conditions.

While today's selloff highlights dilution concerns, the underlying announcement also reinforces Super Micro's position as one of the key beneficiaries of the global AI infrastructure boom. The question for investors is whether the massive capital raise will generate enough future earnings and cash flow growth to offset the impact of the additional shares being issued.

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European Investor 06-10-26

Supermicro Issues Q3 FY2025 Preliminary Results: Revenue and EPS Miss Guidance

San Jose, CA – Super Micro Computer, Inc. (NASDAQ: SMCI) provided a business update and unaudited preliminary financial results for its fiscal Q3 2025, ended March 31. While demand for new generation platforms remains strong, delayed customer decisions pushed sales into Q4, causing results to fall below prior expectations.

Preliminary revenue: $4.5–$4.6 billion (vs. guidance of $5.0–$6.0 billion)

GAAP EPS: $0.16–$0.17 (vs. $0.36–$0.53 prior guidance)

Non-GAAP EPS: $0.29–$0.31 (vs. $0.46–$0.62 prior guidance)

Gross margin impact: 220bps decline QoQ due to expedited shipping and inventory reserves tied to older products

The company cited increased costs and product transition-related delays as key contributors to lower-than-expected profitability. Final audited results will be released during a May 6 conference call.

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ME NEWS 04-30-25

Super Micro Computer, Inc. has filed a Form 8-K with the U.S. Securities and Exchange Commission (SEC) on February 26, 2025. The key points from this filing are:

The company received a notification letter from Nasdaq on February 21, 2025, stating non-compliance with listing rule 5250(c)(1) due to delays in filing its Q2 FY2025 Form 10-Q, FY2024 Form 10-K, and Q1 FY2025 Form 10-Q. However, as of February 25, 2025, the company has filed all required reports, bringing it back into compliance, and the matter is now closed.

Super Micro Computer has scheduled its next Annual Meeting of Stockholders for June 4, 2025. The meeting will be held virtually, with April 7, 2025, set as the record date for stockholders eligible to vote. Due to the meeting date change, the deadline for submitting shareholder proposals for inclusion in proxy materials is March 8, 2025. Proposals must comply with SEC rules, Delaware law, and company bylaws.

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Global Finance News 02-27-25

Super Micro Computer, Inc. (NASDAQ: SMCI) announced the closing of its previously disclosed offering of $700 million in 2.25% Convertible Senior Notes due 2028. The notes, issued under an indenture dated February 20, 2025, are senior, unsecured obligations of the company and bear interest payable semi-annually. Proceeds from the offering will be used for general corporate purposes, including working capital and business expansion.

The notes are convertible into shares of common stock at an initial conversion rate of 16.3784 shares per $1,000 principal amount, equivalent to an initial conversion price of approximately $61.06 per share, reflecting a 50% premium over the reference price of $40.70. The conversion rate is subject to adjustment under certain conditions. Holders have the right to require repurchase of the notes in the event of a fundamental change.

Additionally, Super Micro amended its 2029 Convertible Notes through supplemental indentures, adjusting their interest rate to 3.50% and modifying conversion terms. These amendments were supported by holders of approximately 95% of the outstanding 2029 Notes. The company also entered into amendment agreements with capped call transaction counterparties to adjust economic terms.

Further details, including legal and contractual documentation, were filed with the SEC under Form 8-K.

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European Investor 02-21-25

08-12-26European Investor

08-11-26The Investor

07-24-26WS News

06-30-26WS Investor

NASDAQ:NVDA

IBM Expands AI Infrastructure Push With $240 Million Together AI Agreement

IBM (NYSE: IBM) announced a multi-year $240 million agreement with Together AI to deploy a large-scale artificial intelligence inference cluster on IBM Cloud, further expanding the company’s exposure to growing enterprise AI infrastructure demand.

Under the agreement, IBM plans to deploy NVIDIA HGX B300 systems combined with NVIDIA Spectrum-X Ethernet networking. The cluster, expected to become available in the first quarter of 2027, will be used by Together AI to provide production-scale inference for open-source AI models.

The deployment will be IBM Cloud’s first dedicated large-scale inference cluster based on HGX B300 systems. NVIDIA says the architecture can deliver as much as 30 times greater AI factory output compared with previous generations.

Together AI has been scaling rapidly as demand for open-source AI models grows. The company says its inference platform currently processes around 400 trillion tokens per month and recently raised $800 million at an $8.3 billion valuation.

For IBM, the agreement strengthens its position as an infrastructure provider for increasingly compute-intensive AI workloads. It also deepens IBM’s existing relationship with NVIDIA, spanning GPUs, networking, cloud infrastructure and enterprise AI software.

The $240 million multi-year commitment provides IBM with another significant AI infrastructure customer while demonstrating demand for its GPU-based cloud capacity. The companies expect the platform to help enterprises run open-source AI models with improved performance and lower inference costs.

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The Investor 08-11-26

Semiconductor Stocks Fall as China's Chip Breakthrough Pressures Nvidia and the AI Sector

Semiconductor stocks came under pressure on Monday, dragging the Nasdaq lower as investors weighed China's rapidly advancing semiconductor industry against the latest developments in the global AI infrastructure race. Nvidia led the sector's decline, falling more than 4%, while weakness spread across AI and memory chipmakers.

The latest catalyst on the AI front came after reports that Nvidia is in talks to provide roughly $250 billion in financing guarantees for OpenAI's massive AI data center project in Ohio. The proposed 10-gigawatt facility would rank among the world's largest AI infrastructure projects, underscoring the enormous capital being committed to artificial intelligence. While the news reinforces long-term demand for AI hardware, it also highlights the rapidly evolving competitive landscape and the unprecedented scale of investment required across the industry.

Investor sentiment was also weighed down by developments in China. ChangXin Memory Technologies (CXMT), China's largest memory chipmaker, surged more than 400% in its Shanghai trading debut following Asia's largest IPO of 2026. The emergence of another major Chinese chipmaker renewed concerns that global competition in memory and AI-related semiconductors will intensify. Those concerns were particularly significant for Nvidia, whose growth opportunities in China have already been constrained by U.S. export restrictions.

The weakness extended across the broader semiconductor sector. Memory-related companies including Sandisk, Micron Technology, Western Digital, and SK Hynix posted notable declines, while ASML, AMD, Intel, Marvell Technology, Super Micro Computer, and Taiwan Semiconductor Manufacturing Co. (TSMC) also traded lower as investors reassessed the industry's competitive outlook.

Despite Monday's selloff, the semiconductor industry's long-term fundamentals remain supported by accelerating AI adoption and record investment in data center infrastructure. However, the combination of elevated valuations, China's rapid technological progress, and an increasingly competitive global landscape prompted investors to lock in profits following the sector's strong rally.

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European Investor 07-27-26

NVIDIA shares climbed approximately 4.5% today as investors reacted positively to the company’s latest artificial intelligence chip announcements and expanding vision for AI-powered computing.

The rally was fueled by NVIDIA’s unveiling of a powerful new AI supercomputer chip scheduled for release this fall, reinforcing the company’s position at the center of the global artificial intelligence infrastructure boom. Investors view the new product as another step in NVIDIA’s effort to maintain its technological lead as demand for AI training and inference continues to accelerate across enterprises, cloud providers, and government organizations.

Markets also welcomed news highlighting how NVIDIA’s next-generation AI processors could bring advanced artificial intelligence capabilities directly to Windows PCs. The move expands NVIDIA’s opportunity beyond data centers and cloud computing, potentially opening a massive consumer and enterprise PC market for AI-powered applications.

The announcements come just days after NVIDIA delivered another strong earnings report, which showcased continued growth in AI-related revenue and robust demand for its Blackwell platform. Today’s gains suggest investors remain confident that the company can sustain its leadership position despite increasing competition from rivals such as AMD, Intel, and custom chip developers.

With a market value exceeding $5 trillion and analysts maintaining an average price target well above current levels, NVIDIA continues to be viewed as one of the primary beneficiaries of the global AI spending cycle. Investors are betting that the company’s expanding portfolio of AI chips, software, and computing platforms will drive another wave of growth as businesses increasingly adopt artificial intelligence technologies.

Today’s move highlights the market’s belief that NVIDIA’s innovation pipeline remains strong and that demand for advanced AI computing is still in the early stages of a multi-year expansion.

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WS News 06-01-26

Nvidia Barely Moves in Premarket Despite Historic Quarter as Monster Guidance Already Priced In

Nvidia reported what may be the most extraordinary quarter in semiconductor history yesterday, yet shares edged up just 0.08% in premarket trading — a reaction that speaks volumes about how thoroughly the AI infrastructure bull case has been priced into one of the world's most closely watched stocks.

Revenue for Q1 fiscal 2027 came in at a record $81.6 billion, up 85% year over year and 20% sequentially, beating the consensus expectation of approximately $78 billion. Data Center revenue reached a record $75.2 billion, up 92% year over year, with compute revenue up 77% and networking revenue — a figure that had been less scrutinized — surging 199% to $14.8 billion. GAAP net income tripled to $58.3 billion and GAAP diluted EPS of $2.39 was more than triple the $0.76 reported a year ago. Gross margin expanded to 74.9% from 60.5% a year ago. The company returned a record $20 billion to shareholders in the quarter alone.

The forward guidance was the number the market had been waiting for. Nvidia guided Q2 revenue of $91.0 billion, plus or minus 2%, representing another roughly 12% sequential acceleration and approximately 76% year-over-year growth. Critically, the company stated it is not assuming any Data Center compute revenue from China in its outlook — meaning the guidance stands entirely on non-China demand, a significant reassurance given ongoing export restriction concerns.

The company also announced an $80 billion additional share repurchase authorization and a dramatic dividend increase, raising the quarterly payout from $0.01 per share to $0.25 per share — a 2,400% increase that signals management's confidence in sustained cash generation.

CEO Jensen Huang framed the moment in sweeping terms, describing the buildout of AI factories as the largest infrastructure expansion in human history and positioning Nvidia as the only platform running in every cloud, powering every frontier model and scaling from hyperscale data centers to the edge.

The company is also transitioning to a new reporting framework with two market platforms — Data Center and Edge Computing — reflecting its evolution beyond chips into a full-stack AI infrastructure company. The Vera Rubin platform, NVIDIA Dynamo 1.0 and a broad suite of agentic AI tools underscore that the product roadmap extends well beyond the current Blackwell cycle.

The near-flat premarket reaction is not a sign of disappointment — the results were objectively exceptional by any historical standard. It is instead a reflection of a stock that has already rallied 20% in the past month and trades at a valuation that embeds extraordinary future growth. When a company beats $78 billion estimates with $81.6 billion and guides to $91 billion next quarter, and the stock barely moves, it tells you that the market had already bought the dream. The question now is whether $91 billion in Q2 will finally surprise to the upside of even the most bullish expectations — and whether the Vera Rubin ramp can extend this cycle well into 2027 and beyond.

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The Investor 05-21-26

US Markets Open Cautiously Higher as All Eyes Turn to Nvidia

US equity markets opened in positive territory today, with the S&P 500 up 0.31%, the Dow adding 0.14% and the Nasdaq gaining 0.38%, as investors adopted a measured stance ahead of what is arguably the most consequential earnings report of the season — Nvidia's first quarter fiscal 2027 results, due after the closing bell today.

The cautious optimism comes after two consecutive sessions of declines driven by rising bond yields and geopolitical anxiety. The modest green open reflects a market catching its breath rather than making a bold directional call, with most participants holding their positions ahead of Nvidia's numbers.

Nvidia is expected to report roughly $78 billion in revenue and $1.77 in non-GAAP earnings per share, implying approximately 77% to 78% year-on-year revenue growth. Buy-side whispers run higher, with some sell-side desks modeling closer to $79 billion and the most aggressive houses above $80 billion. Nvidia has beaten the Street every quarter of this cycle, meaning a beat alone is already priced in. What markets will be watching most closely is the Q2 guidance and any commentary on the China export restrictions and gross margin sustainability.

The broader earnings backdrop heading into today is genuinely strong. With approximately one-third of S&P 500 companies reported, the blended year-over-year earnings growth rate stood at 15%, up from 13% expected at the end of March, putting the index on track for a sixth consecutive quarter of double-digit earnings growth. Eighty-four percent of reporting companies have beaten EPS estimates, with the magnitude of beats averaging 12%, well above the five-year historical average of 7.3%.

Today's earnings slate is also busy, with Target, Lowe's, TJX, Analog Devices and Hasbro among the morning reporters. From the earnings covered over the past two days, CAVA's 9.7% same-restaurant sales growth driven by actual traffic gains and 8x8's first GAAP-profitable fiscal year since 2015 were standouts, while Red Robin's margin improvement and Agilysys' record revenue quarter added to a broadly constructive picture across sectors.

On the macro front, the tension between a strong earnings season and a difficult rate environment remains unresolved. Bond yields have been climbing, with the 30-year Treasury recently crossing 5.18%, its highest level in nearly two decades. Iran ceasefire diplomacy continues to generate daily headlines and oil price swings, keeping inflation expectations elevated and Fed rate cut hopes pushed further into the future.

For today, Nvidia is the market. A strong print with confident guidance could provide the catalyst the broader indices need to break decisively higher. Anything short of that, and two days of bond-driven selling could resume.

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WS Investor 05-20-26

Nvidia Extends Rally as Jensen Huang Joins Trump in Beijing, May 20 Earnings in Sight

May 14, 2026 | NASDAQ: NVDA

Nvidia is building on yesterday's 2.29% gain with a further 1.93% rise in premarket, extending a five-day winning streak that has added approximately $590 billion in market cap and pushed shares back toward all-time highs. Two converging forces are driving the momentum — a dramatic geopolitical development in Beijing and accelerating anticipation ahead of the May 20 earnings report.

The headline development from the last 24 hours is Jensen Huang's last-minute addition to President Trump's China delegation. Nvidia CEO Jensen Huang has joined Trump's trip to China after initial indications he had not been invited. After seeing media coverage of Huang's absence from the delegation, Trump called the Nvidia executive and asked him to join, and Huang flew to Alaska to board Air Force One (CNBC).

Trump had previously approved Nvidia H200 chip exports to China in January 2026, but not a single one has been sold, making Huang's presence at the summit a potential catalyst for breaking that impasse. The market is treating that possibility as a meaningful positive for Nvidia's China revenue outlook.

Wells Fargo raised its price target on Nvidia from $265 to $315 with an overweight rating, saying AI will drive the stock more than 40% higher from current levels (CNBC). The broader analyst community is similarly positioned ahead of the May 20 earnings report. Nvidia has guided for Q1 fiscal 2027 revenue of $78 billion, plus or minus 2%, while the Wall Street consensus expects approximately $78.8 billion in revenue and adjusted EPS of $1.77 (Motley Fool). Hyperscaler capex commitments provide strong demand visibility — Microsoft plans to spend $190 billion in calendar 2026, Amazon approximately $200 billion, and Alphabet between $180 and $190 billion, all largely AI-driven (Motley Fool).

Nvidia shares have gained approximately 20% year to date, outpacing the S&P 500's 7.5% and the Nasdaq's 14% gains, with the stock trading near its 52-week high of $225 and a market cap of approximately $5.5 trillion. At roughly 27 times forward earnings, the valuation has actually compressed relative to prior peaks, giving bulls a reasonable entry point ahead of what most expect will be another beat-and-raise quarter.

The China angle is the wildcard. If the Beijing summit produces any signal of a pathway to H200 shipments resuming, the revenue upside for Nvidia could be significant — and the market appears to be starting to price in that possibility.

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European Investor 05-14-26

NVIDIA Rises as AI Momentum and China Hopes Lift Sentiment

NVIDIA shares rose about 2.65% today, extending a strong rally as investors continued to price in demand for artificial-intelligence chips and looked ahead to the company’s next earnings report. The stock traded near record levels, on pace for a record close after four straight days of gains.

One key driver appears to be renewed optimism around China. Investing*com reported that the move was helped by news of President Trump’s planned state visit to China on May 13–15, which investors interpreted as a possible opening for discussions around AI chip export restrictions. Since China remains a major potential market for advanced AI hardware, any easing or renegotiation of restrictions could be meaningful for NVIDIA’s future sales outlook (Investing*com).

The rally also reflects positioning ahead of NVIDIA’s upcoming earnings, expected on May 20 on which analysts remain highly bullish. Expectations for revenue is about $78.6 billion, up 78% year over year.

Recent AI infrastructure news has also supported sentiment. Reuters reported last week that NVIDIA plans to invest up to $2.1 billion in data-center operator IREN as part of a broader deal to deploy up to 5 gigawatts of AI infrastructure, underscoring the scale of demand for computing capacity (Reuters).

Overall, today’s gain seems to be driven by three factors: record-high momentum, expectations for another strong earnings report, and hopes that U.S.-China talks could improve the outlook for AI chip sales. The main risk is valuation: after such a sharp rally, investors may expect near-perfect earnings and guidance.

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Global Finance News 05-11-26

NVIDIA and ServiceNow announced an expanded partnership to develop autonomous AI agents for enterprise use, unveiled at ServiceNow Knowledge 2026.

The collaboration focuses on delivering governed, secure AI agents capable of executing complex, multi-step workflows across enterprise systems. A key highlight is “Project Arc,” a self-evolving desktop agent designed to assist knowledge workers such as developers and IT teams by interacting directly with local systems and applications.

The solution integrates NVIDIA’s accelerated computing and open models with ServiceNow’s workflow and governance platforms, enabling enterprises to deploy AI agents with greater control, auditability, and security. The initiative also emphasizes efficiency, leveraging NVIDIA’s AI infrastructure to significantly reduce operational costs for large-scale AI deployments.

The partnership reflects a broader shift toward autonomous, action-oriented AI systems, where enterprises prioritize not just AI reasoning but real-world execution within controlled environments.

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The Investor 05-05-26

Nvidia Slides 4% in Pre-Market as Custom Chip Threat and China Restrictions Cloud the AI Chip Throne

Nvidia shares are down around 4% in pre-market trading on May 1, a jarring contrast to the broader AI optimism generated by a wave of blowout Big Tech earnings, as two converging headwinds move to the forefront of investor concern.

The primary catalyst for the drop is growing anxiety about competition in the AI chip market. Amazon recently disclosed that its in-house chip business is growing quickly, while Alphabet announced plans to sell its custom AI chips to select outside customers, prompting investors to question whether Nvidia's dominant position may begin to erode as hyperscalers increasingly develop alternatives. (CNBC)

The China situation is adding a second layer of pressure. A recent crackdown on chip smuggling in China has pushed prices of Nvidia's B300 servers close to $1 million each. Since these advanced systems are restricted in China, supply is constrained and prices are surging, but this also risks reducing demand and accelerating the push by Chinese customers toward competitor hardware. Separately, Chinese AI and tech firms including Alibaba and Tencent are increasingly betting on Huawei chips as they seek to break their dependence on Nvidia given ongoing US export restrictions. (CNBC, Investing*com)

The irony of the sell-off is that the hyperscaler earnings released overnight were uniformly bullish for AI infrastructure demand. Alphabet raised its 2026 capex guidance to $180 to $190 billion, while Amazon and Microsoft also flagged significant AI infrastructure increases, with Big Tech capital expenditures now seen topping $1 trillion collectively in 2027. Yet markets are increasingly asking whether that spending will flow to Nvidia or to proprietary custom silicon. (Stocktwits)

Nvidia closed at $209.25 on April 30 and is trading around $199.57 in pre-market, with a 52-week range of $110.82 to $216.83. The stock is still up more than 92% over the past year. Nvidia's next earnings report is scheduled for May 20, where the company will need to demonstrate that demand for its Blackwell architecture remains insulated from the custom chip threat. (The Motley Fool)

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European Investor 05-01-26

Nvidia stock volatile this week as AI optimism meets rising concerns

Shares of NVIDIA Corporation (NVDA) showed volatile performance this week, as strong momentum in the AI sector was offset by growing investor concerns about sustainability of demand and broader market risks.

The stock initially surged to a new record high, supported by continued enthusiasm around artificial intelligence and expectations of strong spending by major tech companies. According to Investopedia, Nvidia’s rally has been driven by its dominant position in data center GPUs and its central role in AI infrastructure.

However, the rally lost momentum as the broader market turned cautious. Reuters reported that semiconductor stocks, including Nvidia, came under pressure amid concerns that AI growth could slow and uncertainty around large-scale data center investments.

Additional headwinds also weighed on sentiment. Reports cited by KuCoin News highlighted risks from potential U.S. export restrictions on advanced AI chips, which could limit Nvidia’s access to key markets such as China.

Despite these short-term pressures, the longer-term outlook remains supported by strong structural demand. Investopedia noted that continued investment in AI infrastructure is expected to sustain Nvidia’s growth, even as valuation and macro concerns create near-term volatility.

Overall, this week’s price action reflects a balance between strong AI-driven fundamentals and rising investor caution, keeping Nvidia among the most closely watched stocks globally.

Source: Reuters, Investopedia, KuCoin News

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WS Investor 04-28-26

08-12-26European Investor

08-11-26Global Finance News

08-07-26WS News

07-28-26WS News

NASDAQ:RKLB

Rocket Lab Stock Falls 7.7% After Hours Despite Record Q2 Revenue and Backlog

Rocket Lab (NASDAQ: RKLB) shares fell about 7.7% in after-hours trading after the space company reported record second-quarter 2026 revenue and backlog and guided for another record revenue quarter.

The decline suggests investors are focusing less on the strong top-line growth and more on continued losses, elevated spending and execution risks surrounding Rocket Lab’s aggressive expansion strategy.

Revenue Jumps 62% as Backlog Hits Record

Rocket Lab reported record Q2 revenue of $234 million, up 62% year-over-year and $34 million above the previous quarter’s record.

Backlog climbed 137% from a year earlier to a record $2.36 billion. The company also said Q2 and subsequent activity brought in more than $1 billion in new contracts across launch and space systems entering the third quarter.

Launch demand remained particularly strong. Rocket Lab secured more than $437 million in new contracts across Electron, HASTE and Neutron, bringing its launch backlog to more than 90 missions.

The company is also progressing with Neutron, its reusable medium-lift rocket. Production of the first Stage 1 tank remains aligned with Rocket Lab's target of delivering Neutron to the launch pad in the fourth quarter of 2026.

Q3 Revenue Set for Another Record, but Losses Continue

For the third quarter, Rocket Lab expects revenue of $250 million to $265 million, which would establish another quarterly record.

However, profitability remains a key issue. The company expects an adjusted EBITDA loss of $17 million to $23 million, while GAAP operating expenses are projected at $143 million to $149 million.

That continued spending burden may be contributing to the negative after-hours reaction despite the strong revenue trajectory.

Expansion Strategy Adds Opportunity — and Risk

Rocket Lab has also significantly expanded its ambitions beyond launch services. The company completed its acquisitions of Mynaric and Motiv and recently announced an agreement to acquire Iridium Communications, aiming to create a vertically integrated space company capable of designing, manufacturing, launching and operating satellite constellations.

Rocket Lab is simultaneously expanding its U.S. defense exposure, including major contracts involving spacecraft for the U.S. Space Force.

The strategy substantially increases Rocket Lab's addressable market, but it also raises integration, capital requirements and execution risks at a time when the company is still operating at a loss.

The roughly 7.7% after-hours decline therefore appears to reflect a high expectations bar rather than weak headline results. Record revenue, rapidly expanding backlog and strong Q3 guidance demonstrate considerable operating momentum, but investors appear to be weighing those gains against continued losses and the financial and execution demands of Rocket Lab's increasingly ambitious expansion.

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Global Finance News 08-11-26

Rocket Lab Stock Jumps 8% as Company Announces Transformational $8 Billion Acquisition of Iridium

Rocket Lab (NASDAQ: RKLB) shares climbed about 8% on Monday after the company announced a definitive agreement to acquire satellite communications provider Iridium Communications (NASDAQ: IRDM) in a cash-and-stock transaction valued at approximately $8.0 billion. Iridium shares surged roughly 21% following the announcement as the deal offered shareholders a significant premium.

Under the agreement, Rocket Lab will acquire all outstanding Iridium shares for $54 per share through a combination of cash and Rocket Lab stock. The transaction will create one of the space industry's most vertically integrated companies by combining Rocket Lab's launch services, spacecraft manufacturing, and space systems capabilities with Iridium's global low-Earth orbit satellite network, L-band spectrum, and communications business.

The acquisition gives Rocket Lab an immediate entry into high-margin satellite communications and recurring service revenue, expanding its business beyond launch and spacecraft production. The combined company is expected to accelerate development of next-generation satellite services, including direct-to-device communications, Internet of Things (IoT), positioning, navigation, and timing (PNT), and national security applications.

Investors welcomed the deal as a strategic milestone that significantly broadens Rocket Lab's addressable market while adding a profitable, cash-generating business. Iridium generated approximately $871.7 million in revenue during 2025 with strong operating profitability, providing Rocket Lab with recurring cash flows to support future growth initiatives.

The transaction is expected to close in mid-2027, subject to shareholder and regulatory approvals. The announcement fueled strong buying interest in both companies, with Rocket Lab gaining around 8% and Iridium soaring approximately 21% during Monday's trading session.

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European Investor 06-29-26

Rocket Lab Shares Jump After KeyBanc Upgrades Stock to Overweight

Rocket Lab (NASDAQ: RKLB) shares climbed 5.7% in premarket trading after KeyBanc upgraded the stock from "Sector Weight" to "Overweight" and established a $135 price target, reflecting growing confidence in the company's position within the rapidly expanding space industry.

The upgrade highlights increasing optimism surrounding Rocket Lab's ability to capitalize on rising demand for satellite launches, space infrastructure, and defense-related space programs. Investors have become increasingly bullish on companies positioned to benefit from growing government and commercial spending in the space sector.

Rocket Lab has evolved beyond its launch business, building a diversified portfolio that includes spacecraft components, satellite systems, and space services. This broader strategy has helped reduce reliance on launch revenue alone while creating multiple avenues for long-term growth.

Analysts are also closely watching the development of Rocket Lab's larger Neutron rocket, which is expected to significantly expand the company's addressable market and strengthen its ability to compete for larger government and commercial contracts. Success in the medium-lift launch market could represent a major growth catalyst over the coming years.

The upgrade comes amid strong investor interest in space and defense-related stocks, fueled by increasing global security spending, rising satellite deployment activity, and growing demand for space-based communications and intelligence capabilities.

Rocket Lab has emerged as one of the leading publicly traded pure-play space companies, with investors increasingly viewing it as a key beneficiary of the long-term expansion of the commercial space economy.

The 5.7% premarket gain suggests investors welcomed KeyBanc's more bullish outlook, with the new Overweight rating reinforcing expectations that Rocket Lab can continue delivering strong growth as launch activity, defense opportunities, and space infrastructure investments accelerate.

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The Investor 06-15-26

Rocket Lab Surges 7.5% Pre-Market as Record Quarter and Golden Dome Selection Energize Investors

Long Beach, May 8, 2026 — Shares in Rocket Lab Corporation jumped 7.5% in pre-market trading on Thursday after the space launch and systems company reported a first quarter that broke records on virtually every key metric and delivered a string of strategic wins that signal the company is moving decisively beyond its small satellite launch origins into the heart of U.S. national security space programs.

Revenue hit $200.3 million for the first time in the company's history, up 63.5% year-over-year and surpassing guidance. GAAP gross margin reached a record 38.2%, demonstrating meaningful operating leverage as the business scales. Backlog surged to $2.2 billion, up 20.2% sequentially, and the company disclosed it has now sold more launches in Q1 2026 alone than in the entirety of 2025 — a staggering statement of demand momentum. Total contracted missions now exceed 70. Access to more than $2 billion in total liquidity, following a completed at-the-market offering, provides ample runway for continued M&A and organic growth.

The strategic headlines were equally significant. Rocket Lab was selected to directly support the Department of War's Space Based Interceptor program — a critical component of President Trump's Golden Dome for America missile defense initiative — in partnership with Raytheon. The selection leverages both Rocket Lab's launch and satellite capabilities, embedding the company in what management described as potentially the U.S. government's most important national security program. For a company of Rocket Lab's size, that kind of program association carries enormous long-term revenue implications.

The quarter also saw the completed acquisition of Mynaric, establishing Rocket Lab's first European footprint, and a signed agreement to acquire Motiv Space Systems for Mars-proven robotics and solar array drive assemblies — closing a key gap in the company's vertical integration strategy. Neutron, the medium-lift reusable rocket, continues to advance toward its debut launch later this year.

Q2 guidance of $225 to $240 million in revenue, implying continued sequential growth, rounded out a report that gave investors little to criticize.

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Global Finance News 05-08-26

Rocket Lab USA, Inc. Announces ATM Equity Offering Sales Agreement for Up to $500 Million
Long Beach, CA – March 11, 2025 – Rocket Lab USA, Inc. (Nasdaq: RKLB) announced today that it has entered into an At-The-Market (ATM) Equity Offering Sales Agreement with BofA Securities, Cantor Fitzgerald, Stifel, and TD Securities (USA) LLC (collectively, the “Sales Agents”). Under this agreement, Rocket Lab may offer and sell up to $500 million in common stock through the Sales Agents.

Key Details of the Offering:
The offering will be conducted under a shelf registration statement on Form S-3, which was filed and became effective on March 11, 2025.
Shares may be sold at Rocket Lab’s discretion, with the Sales Agents acting as agents or principals.
The Sales Agents will use commercially reasonable efforts to sell shares, following Rocket Lab’s specified parameters such as price, timing, and volume.
No obligation exists for Rocket Lab to sell any shares under this agreement.
The Sales Agreement may be terminated by either party at any time upon written notice.
Strategic Purpose & Market Impact
Rocket Lab intends to leverage this offering to support growth initiatives, research & development, and operational expansion. The company continues to solidify its position in the commercial space sector, particularly in satellite launch services and spacecraft manufacturing.

The company has filed a prospectus supplement related to this offering with the U.S.

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ME NEWS 03-12-25

08-12-26European Investor

08-11-26The Investor

08-10-26European Investor

06-22-26WS Investor

COINBASE:BTCUSD

Live updates: Bitcoin holds $62,600 as the Iran conflict reignites and CPI looms

Trump reinstated the Hormuz blockade, sending oil higher and rate-hike bets up, reversing the peace trade that helped bitcoin recover in early July. Today's inflation print is the next test.

(coindesk.com)

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Global Finance News 07-14-26

Bitcoin (BTC) Falls 1.2% as Cautious Sentiment Keeps Price Below $60,000

Bitcoin (BTC) traded lower on Tuesday, extending its recent weakness as investors remained cautious despite improving sentiment across global equity markets.

At the time of writing, Bitcoin was trading at $59,273.83, down 1.2% over the past 24 hours after failing to reclaim the key $60,000 level.

# Bitcoin Remains Under Pressure

The world's largest cryptocurrency briefly approached $60,000 but failed to sustain momentum, with sellers pushing prices lower as traders continued to assess the outlook for monetary policy and institutional demand.

Unlike U.S. equities, which benefited from easing geopolitical tensions following the U.S.-Iran ceasefire, Bitcoin did not participate in the broader risk-on move and has remained under pressure in recent weeks.

# Macro Headwinds Continue to Weigh

Analysts point to several factors limiting Bitcoin's recovery, including uncertainty surrounding the Federal Reserve's interest-rate outlook, persistent outflows from crypto investment products, and weaker overall demand for digital assets. Recent reports have also highlighted concerns over potential additional Bitcoin supply entering the market from large holders.

# What Investors Are Watching

Market participants continue to monitor:

* Federal Reserve policy expectations.
* Institutional demand for Bitcoin.
* ETF flows and broader crypto market sentiment.
* Key technical support around the $58,000–$60,000 range.

While long-term adoption trends remain intact, Bitcoin has struggled to regain upward momentum in 2026. Until macroeconomic conditions improve or institutional buying strengthens, the cryptocurrency is likely to remain sensitive to interest-rate expectations and shifts in investor risk appetite.

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WS Investor 06-30-26

Bitcoin Holds Above $60,000 as Buyers Return After Sharp Selloff

Bitcoin (BTC) traded around *$60,360* on Saturday, gaining nearly 2% over the past 24 hours as the cryptocurrency rebounded from this week's sharp decline. The recovery comes after Bitcoin briefly slipped below the psychologically important $60,000 level, with buyers stepping in as market sentiment stabilized.

Why is Bitcoin rising?

The latest bounce appears to be driven by bargain hunting following several days of heavy selling that pushed Bitcoin to its lowest levels in months. The price chart shows buyers gradually regaining control, with BTC climbing steadily throughout the past 24 hours and holding above the $60,000 threshold.

While concerns over inflation and the Federal Reserve's interest rate outlook continue to weigh on risk assets, Bitcoin has shown signs of stabilization after the recent wave of liquidations across the crypto market.

What investors should watch

Although the latest rebound has improved short-term sentiment, Bitcoin remains below the highs seen earlier this week, suggesting volatility could persist. Investors will likely monitor macroeconomic developments, institutional fund flows, and whether BTC can establish support above $60,000 before attempting another move higher.

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The Investor 06-27-26

Bitcoin fell about 2.5% on Friday, extending its recent decline as investors reacted to persistent U.S. inflation and renewed uncertainty surrounding U.S. cryptocurrency regulation.

Sentiment weakened after the CLARITY Act, a landmark bill aimed at establishing a comprehensive regulatory framework for digital assets, faced another delay in the U.S. Senate. The setback disappointed investors who had expected the legislation to provide greater regulatory certainty and support broader institutional participation in the crypto market.

Pressure also came from the latest U.S. inflation data. The Core PCE Price Index, the Federal Reserve's preferred inflation gauge, remained at 3.4% year-over-year in May, well above the Fed's 2% target, while headline PCE accelerated to 4.1% from 3.8% in April. The figures reinforced expectations that the Federal Reserve will keep interest rates elevated for longer, reducing the appeal of risk-sensitive assets such as cryptocurrencies.

Despite the pullback investors will continue to monitor progress on U.S. crypto legislation alongside upcoming economic data and Federal Reserve commentary, which are expected to remain the key drivers of digital asset sentiment.

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WS Investor 06-26-26

Bitcoin Extends Rally Above $66,500 as Risk Appetite Returns to Crypto Markets

Bitcoin climbed above $66,500 on Tuesday, gaining roughly 1.4% over the past 24 hours and more than 4.5% over the last five days, as investors continued to add exposure to digital assets amid improving market sentiment.

The world's largest cryptocurrency has recovered steadily from last week's weakness, benefiting from a broader rebound in risk assets and growing confidence that institutional demand remains strong. Bitcoin briefly pushed above $67,000 during the recent rally before consolidating near current levels.

The cryptocurrency's resilience comes despite ongoing geopolitical uncertainty and volatility across commodity markets. While oil prices have retreated as concerns about a broader Middle East conflict eased, Bitcoin has continued to attract buyers, suggesting investors are increasingly viewing the asset as a long-term growth opportunity rather than solely a speculative trade.

Institutional adoption remains a key pillar supporting the market. Spot Bitcoin ETFs continue to provide traditional investors with easier access to the cryptocurrency, while corporate and institutional interest in digital assets has remained elevated. Expectations that monetary policy could become more accommodative over the coming quarters have also supported demand for higher-risk assets, including cryptocurrencies.

Technical momentum has improved as Bitcoin reclaimed the $66,000 level and approached recent highs near $67,000. Market participants are now watching whether the cryptocurrency can establish a sustained move above that resistance zone, which could open the door for a retest of higher levels reached earlier this year.

Despite the recent gains, traders remain attentive to macroeconomic developments, central bank decisions, and geopolitical headlines that could influence risk appetite. For now, however, Bitcoin's steady advance suggests investor sentiment toward the cryptocurrency market remains constructive as the second half of 2026 begins.

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WS Investor 06-16-26

Bitcoin Holds Steady Near $62,500 as Investors Await Fresh Catalysts

Bitcoin traded near $62,600 (Thursday, 06.11.2026) showing little movement as investors weighed the latest U.S. economic data and broader market conditions. The world's largest cryptocurrency was down just 0.01%, reflecting a period of consolidation after recent volatility across financial markets.

The muted price action came as traders digested mixed signals from the U.S. economy. Initial jobless claims rose above expectations, pointing to some softening in the labor market, while producer prices increased more than forecast, highlighting persistent inflation pressures. The combination has created uncertainty about the timing and pace of future Federal Reserve interest-rate decisions.

Bitcoin has increasingly traded alongside risk assets in recent years, making macroeconomic developments a key driver of sentiment. Expectations for lower interest rates generally support cryptocurrencies by improving liquidity conditions and increasing investor appetite for higher-risk assets.

Despite the lack of a strong directional move, Bitcoin remains closely watched by investors as institutional adoption continues to grow and digital assets become more integrated into mainstream financial markets. Market participants are now looking for fresh economic data, central bank signals, and developments in the cryptocurrency sector to determine the next major move.

For now, Bitcoin appears to be holding its ground, with traders waiting for a clearer catalyst before committing to a stronger bullish or bearish view.

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European Investor 06-11-26

**Bitcoin Surges Nearly 3% as Investors Embrace Risk Following Softer Core Inflation Data**

Bitcoin climbed nearly 3% on Wednesday, rising to around $62,760 and reaching its highest level of the session as investors responded positively to the latest US inflation data and renewed appetite for risk assets.

The world's largest cryptocurrency gained momentum after the May Consumer Price Index report showed underlying inflation pressures easing more than expected. While headline inflation remained elevated at 4.2% year-over-year, Core CPI rose just 0.2% during the month, below economists' forecasts. The softer core reading strengthened hopes that the Federal Reserve may eventually gain room to ease monetary policy, a development that is generally supportive for cryptocurrencies and other risk-sensitive assets.

Bitcoin's rally also came despite weakness in US equity markets, where major indexes traded lower as investors weighed the broader inflation outlook and rising energy prices. The divergence suggests that cryptocurrency traders are focusing more on the prospect of future monetary easing than on short-term stock market volatility.

With inflation showing tentative signs of moderation and expectations for future interest-rate cuts remaining intact, the macroeconomic environment remains broadly supportive for digital assets. However, investors should also expect continued volatility as markets react to upcoming economic data and Federal Reserve commentary.

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European Investor 06-10-26

Bitcoin Slides 14% in Five Days as Capital Shifts Toward New Tech Opportunities and Higher Rates

Bitcoin has fallen roughly 14% over the past five days, extending a difficult period for the cryptocurrency market as investors navigate rising interest rates, shifting liquidity conditions and growing competition for capital from the technology sector.

The decline comes after stronger-than-expected U.S. economic data reinforced expectations that interest rates could remain elevated for longer. Higher Treasury yields and a stronger U.S. dollar have reduced the appeal of speculative assets, including cryptocurrencies, as investors seek safer alternatives with increasingly attractive yields.

At the same time, capital markets have been increasingly focused on a new wave of technology fundraising activity and anticipated initial public offerings. Investor attention has shifted toward artificial intelligence, space technology, robotics and advanced semiconductor companies, sectors that have attracted enormous amounts of capital over the past year. Market speculation surrounding potential blockbuster listings, including a possible future SpaceX IPO and other high-profile private technology companies, has contributed to a rotation of risk capital away from cryptocurrencies and toward equity opportunities that many investors view as offering more tangible growth prospects.

The technology sector has also become the primary destination for global investment flows as governments, corporations and institutional investors pour hundreds of billions of dollars into AI infrastructure, data centers and next-generation computing platforms. As a result, cryptocurrencies are increasingly competing with rapidly growing technology companies for the same pool of speculative and growth-oriented capital.

Another factor weighing on Bitcoin has been broader risk aversion across financial markets. Recent volatility in U.S. equities, uncertainty surrounding global growth, and concerns about inflation have encouraged investors to reduce exposure to higher-risk assets.

While the recent selloff has been severe, many analysts note that Bitcoin remains one of the most volatile major asset classes. In the near term, market direction will likely depend on Federal Reserve policy expectations, liquidity conditions and whether investors continue to favor technology and AI-related investments over digital assets. For now, the flow of capital appears to be moving toward traditional equity markets and emerging technology opportunities, creating additional pressure on cryptocurrency prices.

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The Investor 06-06-26

Bitcoin Slides as Risk Appetite Weakens Following Tech Selloff and Rising Market Uncertainty

Bitcoin fell nearly 4% today, dropping to around $64,300 and extending a volatile week for the cryptocurrency market. The decline comes as investors reduce exposure to risk assets amid a broad selloff in technology stocks, concerns about global growth, and ongoing geopolitical uncertainty.

One of the biggest catalysts behind today's weakness was the sharp post-earnings decline in Broadcom. Shares of the AI chip giant plunged more than 13% after investors reacted negatively to its outlook despite another strong quarter. The selloff spread across the semiconductor sector, dragging down Nvidia, AMD, Marvell and other technology names that have been at the center of the artificial intelligence investment boom. As enthusiasm surrounding AI stocks cools, speculative assets such as cryptocurrencies are also coming under pressure.

Bitcoin has increasingly traded like a high-beta technology asset during periods of market stress. When investors become more cautious and move away from growth stocks, cryptocurrencies often experience even larger swings. Today's decline reflects that dynamic as capital rotates toward safer assets such as gold, which gained more than 1% during the session.

The macroeconomic backdrop has also become more challenging. U.S. Initial Jobless Claims rose to 225,000, above expectations, adding to concerns that economic momentum may be slowing. Additional pressure has come from continued outflows from crypto investment products and concerns about large-holder selling activity.

Despite today's weakness, some analysts remain constructive on Bitcoin's longer-term outlook. Institutional adoption, expanding crypto infrastructure and a potentially more favorable regulatory environment could support prices over time. However, in the near term, Bitcoin appears highly sensitive to movements in technology stocks, interest-rate expectations and overall investor risk appetite. As long as uncertainty remains elevated, volatility is likely to remain a defining feature of the cryptocurrency market.

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European Investor 06-04-26

Bitcoin Falls as Stronger U.S. Economic Data Dampens Rate-Cut Hopes

Bitcoin traded about 1.5% lower on Wednesday, slipping to around $66,900 as investors reacted to stronger-than-expected U.S. economic data and a modest increase in risk aversion across financial markets.

The decline followed the release of the ADP employment report, which showed U.S. private employers added 122,000 jobs in May, slightly above expectations. The data reinforced the view that the U.S. economy remains resilient, reducing pressure on the Federal Reserve to cut interest rates aggressively in the near term. Higher-for-longer interest rates tend to be a headwind for cryptocurrencies because they increase the attractiveness of yield-bearing assets such as bonds and money market funds.

Broader market sentiment was also cautious. U.S. equity indexes moved lower during the session, while investors continued to monitor geopolitical tensions involving Iran, energy market volatility, and uncertainty surrounding global economic growth. These factors have encouraged some investors to reduce exposure to higher-risk assets.

Unlike previous periods when Bitcoin declines were driven by profit-taking after large rallies, today's weakness appears more closely tied to macroeconomic developments and shifting interest-rate expectations. Market participants are increasingly focused on upcoming economic releases, particularly Friday's U.S. nonfarm payrolls report, which could significantly influence expectations for Federal Reserve policy over the coming months.

Despite the pullback, Bitcoin continues to benefit from several longer-term structural drivers, including institutional adoption, spot Bitcoin ETF demand, and growing integration of digital assets into traditional financial markets. However, in the near term, crypto markets remain highly sensitive to interest-rate expectations and broader risk sentiment.

For now, traders appear to be taking a more cautious stance ahead of key economic data, with Bitcoin moving lower alongside other risk assets as markets reassess the timing and magnitude of potential Federal Reserve rate cuts later this year.

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Global Finance News 06-03-26

08-12-26European Investor

08-11-26Global Finance News

NASDAQ:LITE

Lumentum Stock Jumps 7.7% as AI Optical Demand Drives Strong Q4 Growth and Bullish Guidance

Lumentum Holdings (NASDAQ: LITE) shares jumped 7.7% in premarket trading Wednesday after the optical technology company reported strong fiscal fourth-quarter results and issued an upbeat first-quarter outlook, highlighting accelerating demand from AI data centers.

The rally appears primarily driven by a combination of rapid revenue growth, substantial margin expansion and guidance indicating that Lumentum’s AI-related optical businesses are gaining further momentum.

Q4 Revenue More Than Doubles

Fiscal fourth-quarter revenue reached $1.01 billion, up 24.5% sequentially from $808.4 million and 109.3% from $480.7 million a year earlier.

Growth was broad-based. Components revenue increased 102.7% year-over-year to $649.4 million, while Systems revenue surged 122.6% to $356.9 million.

Profitability improved alongside the revenue expansion. Non-GAAP gross margin climbed to 50.4% from 37.8% a year earlier, while non-GAAP operating margin expanded to 36.6% from 15.0%. Adjusted EPS reached $3.23, compared with $0.88 in the year-ago quarter.

Lumentum reported a $7.2 billion GAAP net loss, but this largely reflected a one-time, non-cash $7.8 billion loss related to the equitization of convertible notes rather than deterioration in the underlying business.

AI Data Centers Fuel Optical Demand

Lumentum is increasingly positioned as an infrastructure beneficiary of the AI investment cycle. As AI clusters become larger and require faster data transfer, optical connectivity is playing a growing role in linking computing infrastructure.

CEO Michael Hurlston said demand is strengthening across optical circuit switching solutions and cloud modules, including the transition toward 1.6T technology. The company is also seeing rising demand for ultra-high-power co-packaged optics lasers, initial orders for external laser source modules and broader near-packaged optics engagements.

These developments suggest Lumentum's opportunity is expanding beyond traditional data-center optical links toward in-rack AI connectivity, potentially increasing its addressable market as hyperscalers continue investing heavily in AI infrastructure.

Strong Q1 Guidance Adds to Investor Optimism

The forward outlook likely provided another major catalyst for the premarket rally.

For fiscal Q1 2027, Lumentum expects revenue of $1.225 billion to $1.275 billion, implying approximately $1.25 billion at the midpoint and another substantial sequential increase from Q4.

The company also forecasts a non-GAAP operating margin of 39.5% to 40.5% and adjusted EPS of $4.05 to $4.35. Management said accelerating AI demand has pushed the company toward its target financial model more than a quarter earlier than previously expected.

For the full fiscal year, revenue increased 83.2% to $3.01 billion, while non-GAAP net income climbed to $782.3 million from $146.4 million.

Lumentum's 7.7% premarket gain therefore reflects more than a strong quarter. The results and outlook reinforce the company's position within the rapidly expanding AI optical-networking market, with accelerating revenue, sharply improving margins and emerging next-generation connectivity products strengthening expectations for continued growth in fiscal 2027.

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European Investor 08-12-26

Lumentum Holds Steady in Premarket After Blowout Quarter Driven by AI Optics Demand

May 6, 2026 · Earnings Report

Lumentum Holdings edged up 0.25% in premarket trading after the optical components maker reported a fiscal third quarter that was exceptional by virtually every measure, with revenue nearly doubling year-over-year and margins expanding at a pace that surprised even seasoned observers of the company. The muted premarket move likely reflects the fact that much of the good news had already been priced in ahead of the print.

Revenue for the fiscal third quarter ended March 28, 2026 came in at $808.4 million, up 90.1% from $425.2 million in the same quarter a year ago and up 21.5% sequentially from $665.5 million in Q2. GAAP net income was $144.2 million, or $1.50 per diluted share, swinging from a GAAP net loss of $44.1 million, or $0.64 per diluted share, in the year-ago period. On a non-GAAP basis, net income reached $225.7 million, or $2.37 per diluted share, compared to just $40.9 million, or $0.57 per diluted share, a year earlier.

The margin story was arguably more compelling than the top line. Non-GAAP gross margin expanded 540 basis points sequentially to 47.9%, while non-GAAP operating margin jumped 700 basis points quarter-over-quarter to 32.2%. On a year-over-year basis, GAAP gross margin improved by a remarkable 1,540 basis points and GAAP operating margin swung from negative 8.9% to positive 21.6%.

"Lumentum delivered an exceptional third quarter, with revenue growing 90% year over year to a record $808 million," said President and CEO Michael Hurlston. "While our top line growth continues to garner headlines, the more impressive part of our recent performance has been our margin expansion."

Hurlston attributed the margin gains to a combination of operational discipline, pricing strategy, and product mix, including strength in laser chips and what he called scale-across components such as pump lasers and narrow linewidth laser assemblies. He also pointed to co-packaged optics and optical circuit switches as growth drivers that have yet to fully kick in, suggesting further earnings power ahead.

Revenue was split between components at $533.3 million, representing 66% of total revenue and up 77.3% year-over-year, and systems at $275.1 million, up 121.1% year-over-year. The systems segment's exceptional growth reflects surging demand for optical networking infrastructure tied to AI data center buildouts.

Lumentum ended the quarter with $3.17 billion in total cash, cash equivalents and short-term investments, a jump of $2.02 billion from the prior quarter primarily due to proceeds from the issuance of Series A Convertible Preferred Stock in March 2026.

The company's guidance for the fiscal fourth quarter was equally striking. Lumentum guided revenue to between $960 million and $1.01 billion, which would represent another substantial sequential step up. Non-GAAP operating margin is expected to reach 35% to 36%, and non-GAAP diluted EPS is guided to between $2.85 and $3.05, implying continued rapid earnings expansion.

For a company that was reporting net losses just a year ago, Lumentum's transformation into a high-margin, fast-growing AI infrastructure supplier has been swift. The modest premarket gain suggests investors are watching closely to see whether the next leg of growth from co-packaged optics and optical circuit switches materializes as management expects.

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WS Investor 05-06-26

Barclays upgrades LITE from underperform to outperform

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European Investor 01-19-25

08-12-26European Investor

05-24-26The Investor

05-22-26European Investor

05-21-26European Investor

US Dividends

National Beverage (FIZZ) Stock Soars After Special Dividend and Fiscal 2026 Results

National Beverage Corp. (NASDAQ: FIZZ) shares surged approximately 13% on Thursday after the company announced a $3.25 per share special cash dividend alongside its fiscal 2026 financial results, boosting investor sentiment despite relatively flat earnings.

The special dividend, payable on or before July 30 to shareholders of record as of July 13, marks the company's thirteenth special cash dividend over the past 22 years. National Beverage said it has returned more than $1.8 billion to shareholders through special dividends during that period.

For fiscal 2026, the maker of LaCroix sparkling water reported net sales of $1.18 billion, compared with $1.20 billion in the prior fiscal year. Net income slipped slightly to $183.6 million from $186.8 million, while diluted earnings per share declined to $1.96 from $1.99.

Despite the modest year-over-year declines, management expressed confidence in the company's outlook, pointing to continued product innovation, a strong balance sheet, and improving market conditions. Cash increased by $156 million during the year to $350 million, providing significant financial flexibility.

The company also highlighted strong momentum from newer LaCroix flavors, including PineApple CocoNut and Strawberry Peach, while noting that easing commodity costs and improving consumer spending trends could support future growth.

# Why FIZZ Stock Rose

Several developments fueled Thursday's rally:

* National Beverage declared a special cash dividend of $3.25 per share.
* The company ended fiscal 2026 with $350 million in cash, up $156 million from the prior year.
* Management expressed confidence in future growth, citing improving market conditions and continued product innovation.
* Investors welcomed the company's long history of returning capital to shareholders through special dividends.

While fiscal 2026 earnings were largely stable compared with the prior year, the sizeable special dividend and upbeat outlook significantly boosted investor sentiment, sending National Beverage shares approximately 13% higher during Thursday's trading session.

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Global Finance News 07-02-26

Paychex, Inc. (Nasdaq: PAYX) has declared a regular quarterly cash dividend on Paychex common stock of $1.19 per share, an increase of $0.11 (or 10%) from the prior quarterly dividend of $1.08 per share, payable on May 29, 2026 to shareholders of record as of May 13, 2026.

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Global Finance News 05-04-26

Kenvue Inc. (NYSE: KVUE) declared a quarterly dividend of $0.2075 per share on its common stock. The quarterly dividend is payable on May 27, 2026, to shareholders of record as of the close of business on May 13, 2026.

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Global Finance News 04-30-26

The Board of Directors of Prologis, Inc. (NYSE: PLD) declared a regular cash dividend for the quarter ending June 30, 2026, on the following securities:

A dividend of $1.07 per share of the company's common stock, payable on June 30, 2026, to common stockholders of record at the close of business on June 16, 2026; and

A dividend of $1.0675 per share of the company's 8.54% Series Q Cumulative Redeemable Preferred Stock, payable on June 30, 2026, to Series Q stockholders of record at the close of business on June 16, 2026.

PRNewswire

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Global Finance News 04-29-26

W.W. Grainger, Inc. (NYSE: GWW) announced a quarterly cash dividend of $2.49 per share, an increase of 10% from the most recent company dividend. The dividend is payable on June 1, 2026, to shareholders of record on May 11, 2026.

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Global Finance News 04-29-26

Corteva, Inc. (NYSE: CTVA) announced a common stock dividend of $0.18 cents per share, payable June 15, 2026, to the Company’s shareholders of record on June 1, 2026.

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The Investor 04-28-26

Williams (NYSE: WMB) approved a regular dividend of $0.525 per share, $2.10 annualized, on the company’s common stock, payable on June 29, 2026, to holders of record at the close of business on June 12, 2026.

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The Investor 04-28-26

Linde plc (Nasdaq: LIN) declared a quarterly dividend of $1.60 per share.

The dividend is payable on June 18, 2026, to shareholders of record on June 4, 2026.

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The Investor 04-27-26

Dividend Growth Stocks: Archer Daniels Midland Company (ADM) Dividend Stock Analysis

Your source for finding the best dividend growth stocks

(dividend-growth-stocks.com)

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WS Investor 04-24-26

L3Harris Technologies (NYSE: LHX) has declared a quarterly cash dividend of $1.25 per common share, payable June 26, 2026, to shareholders of record as of the close of business on June 5, 2026.

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The Investor 04-24-26

08-12-26European Investor

08-11-26The Investor

08-10-26The Investor

08-05-26The Investor

S&P 500

S&P 500 Trades Flat as Investors Await CPI, Housing Data Signals Continued Weakness

The S&P 500 was little changed in Tuesday trading, hovering around 7,751 by 11:10 a.m. EDT as investors remained cautious near record territory ahead of this week’s key U.S. inflation data.

The benchmark was down about 0.03% at 7,750.68 after a volatile morning session. The index initially traded above 7,760 before giving back its gains, extending the relatively subdued tone seen at the start of the week. The S&P 500 had slipped less than 0.1% on Monday after reaching a record closing high on Friday.

CPI Keeps Investors Cautious

The main macro focus is Wednesday’s July Consumer Price Index report. Markets are looking for further clues about the Federal Reserve’s policy outlook after recent weakness in the U.S. labor market increased expectations that monetary policy could become more accommodative.

MarketWatch noted that economists expect annual CPI inflation to ease slightly to around 3.4% from 3.5% in June. At the same time, higher energy prices remain a potential inflation risk, giving investors another reason to avoid aggressive positioning before the report.

Geopolitical uncertainty is also limiting risk appetite. According to Charles Schwab, oil prices moved higher as the lack of progress surrounding Iran added another layer of uncertainty for equities, while investors are also watching Treasury auctions and corporate earnings.

U.S. Housing Market Remains Under Pressure

Tuesday’s economic data offered little evidence of a meaningful housing recovery.

Existing home sales fell 1.7% month over month in July to an annualized 4.06 million units, compared with 4.13 million previously. The headline level was nevertheless close to the 4.05 million consensus estimate.

According to Reuters, the decline marked the second consecutive monthly drop, with the average 30-year mortgage rate reaching 6.69%, its highest level since July 2025. Inventory declined 1.9% to 1.54 million homes, while the median existing-home price increased 2% year over year to $434,100.

Market Breadth Looks Better Than the Index

Despite the nearly flat S&P 500, the underlying session has been somewhat stronger than the headline index suggests.

Corporate fundamentals remain supportive. According to Charles Schwab, 442 S&P 500 companies have now reported second-quarter results, with 87% beating earnings estimates and 69% exceeding revenue expectations.

For the remainder of the session, the S&P 500 may remain sensitive to movements in Treasury yields and oil prices, but Wednesday’s CPI report is likely to be the more important catalyst for determining whether the index can resume its push into record territory or face a broader pullback.

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The Investor 08-11-26

US Stocks Rise After July Payrolls Shock as Weak Jobs Data Eases Fed Rate-Hike Fears

U.S. stocks moved higher Friday after a surprisingly weak July employment report reduced concerns that the Federal Reserve may need to raise interest rates again.

The Nasdaq is leading the advance, rising 0.74% to 26,543.88. The S&P 500 is up 0.28% at 7,731.76, while the Dow Jones Industrial Average is gaining 0.12% to 53,948.27.

The positive market reaction followed data showing the U.S. economy unexpectedly lost 23,000 jobs in July, compared with expectations for an increase of roughly 80,000–85,000. The prior month was also revised to a loss of 20,000 jobs, adding to evidence of a weakening labor market.

Wage Growth Also Comes in Weak

The payroll disappointment was accompanied by softer wage growth. Average hourly earnings increased just 0.1% month-over-month in July, below the 0.3% consensus estimate and the previous month's 0.3% increase.

Annual wage growth also slowed, reinforcing signs that labor-market-driven inflationary pressures are easing.

One counterpoint came from the unemployment rate, which unexpectedly declined to 4.1% from 4.2%. However, weaker labor-force participation complicated the otherwise positive signal from the lower unemployment rate.

Nasdaq Leads as Rate Expectations Support Tech Stocks

Technology stocks are outperforming as investors focus on what the weak employment report could mean for monetary policy.

The Nasdaq's 0.74% advance is considerably stronger than the S&P 500's 0.28% gain and the Dow's 0.12% rise. Growth and technology stocks tend to be particularly sensitive to interest-rate expectations, making them among the primary beneficiaries of reduced expectations for additional monetary tightening.

Stronger economic conditions had recently increased concerns that persistent inflation could force the Fed to maintain a restrictive policy stance or potentially return to rate increases. Friday's unexpectedly weak payroll and wage figures weaken that argument.

Weak Jobs Data Creates a Delicate Balance

The market reaction nevertheless highlights a delicate balance for investors.

Moderate labor-market cooling can be positive for equities because it reduces wage pressure and the risk of higher interest rates. But an outright decline in payrolls is a stronger warning signal. If job losses persist, attention could quickly shift from Fed policy toward concerns about consumer spending, economic growth and corporate earnings.

For now, Wall Street appears to be treating the July employment shock primarily as a dovish monetary-policy signal. The Nasdaq's strong outperformance suggests reduced rate-hike risk is outweighing concerns about the weakening U.S. labor market in Friday's early trading.

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Global Finance News 08-07-26

S&P 500 Trades Lower as Communication Services Weigh on Market

U.S. stocks traded mixed on Wednesday, with the S&P 500 slipping 0.1% in early afternoon trading as weakness in Communication Services and Energy offset gains in Materials, Health Care, and Technology.

The market initially moved lower before recovering part of its losses, as investors continued digesting a busy day of corporate earnings alongside mixed economic data. Earlier in the session, stronger-than-expected S&P Global PMI readings highlighted resilient business activity, while a weaker ADP employment report pointed to a slowing labor market.

Communication Services was the weakest-performing sector, falling more than 3%, likely pressured by post-earnings declines in major media and internet companies. Energy also lagged, down 1.4%, as lower oil prices weighed on the sector.

On the positive side, Materials led the market with a 1.4% gain, followed by Health Care, which rose 1.2% as several pharmaceutical companies posted strong quarterly results. Information Technology also remained in positive territory, supported by continued strength in AI-related companies and solid earnings reports.

Despite the S&P 500 trading slightly lower, market breadth remained relatively balanced as investors rotated into defensive sectors such as Health Care while selectively buying companies that delivered strong earnings and optimistic guidance.

With earnings season in full swing, investors will continue watching corporate results and upcoming labor market data for further clues on the strength of the U.S. economy and the Federal Reserve's interest-rate outlook.

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The Investor 08-05-26

The major U.S. stock indexes traded higher on Wednesday, supported by stronger-than-expected S&P Global PMI data despite earlier concerns following a weak ADP employment report. Investors welcomed signs that business activity accelerated in July, helping offset worries about slowing private-sector hiring.

* S&P 500: 7,759.96 (+0.30%)
* Dow Jones Industrial Average: 54,672.16 (+1.08%)
* Nasdaq Composite: 26,622.67 (+0.14%)

The session was shaped by mixed economic signals. The ADP Employment Report showed private payrolls increased by just 44,000 in July, well below the consensus estimate of 68,000, initially fueling expectations that the labor market is losing momentum. However, sentiment improved after the S&P Global Services PMI climbed to 54.6 and the Composite PMI rose to 54.5, both comfortably above expectations and marking a sharp acceleration from June.

The stronger PMI readings suggested that U.S. businesses continued to expand at a healthy pace, indicating that economic growth remains resilient even as hiring slows. The data also reinforced expectations that consumer and corporate demand have remained solid during the third quarter.

The Dow Jones outperformed the broader market, while the technology-heavy Nasdaq posted only modest gains as investors balanced stronger economic growth against the possibility that the Federal Reserve may not rush to cut interest rates if economic activity remains robust.

Markets are now turning their attention to Friday's official U.S. Nonfarm Payrolls report, which will be closely watched for confirmation of whether the labor market is genuinely cooling or whether the weak ADP reading was an outlier. The employment data is expected to play a key role in shaping expectations for the Federal Reserve's next policy decision.

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The Investor 08-05-26

U.S. Stocks Climb as AI Earnings Momentum and Strong Economic Data Offset Geopolitical Uncertainty

U.S. stocks moved higher on Tuesday, with technology shares once again leading the market as investors welcomed another round of strong AI-relase earnings, upbeat economic data and easing concerns over the U.S.-Iran conflict.

The Nasdaq gained 1.38%, outperforming the broader market, while the Dow Jones Industrial Average rose 0.99% and the S&P 500 advanced 0.72%. The rally reflected continued confidence in artificial intelligence spending and corporate earnings despite ongoing geopolitical uncertainty.

AI Optimism Strengthens After Palantir's Strong Results

Technology stocks received another boost after Palantir reported exceptional quarterly results that reinforced optimism surrounding enterprise AI adoption. The company posted a 93% year-over-year increase in revenue, raised its full-year guidance and highlighted accelerating demand from both government and commercial customers. Shares surged following the report, extending the positive sentiment that has supported AI-related stocks throughout the earnings season.

The upbeat results added to investor confidence after last week's strong earnings from major technology companies, reinforcing expectations that AI investment remains one of the strongest themes driving corporate growth.

Manufacturing Data Signals Continued Economic Strength

Economic data also supported the market. The ISM Manufacturing PMI climbed to 55.6 in July from 53.3, well above expectations of 54.0 and marking the strongest expansion in the manufacturing sector in several years. The S&P Global Manufacturing PMI also remained solid at 53.9, while the ISM Prices Index eased to 71.1 from 73.0, suggesting inflationary pressures continued to moderate even as factory activity accelerated.

Lower Oil Prices Improve Market Sentiment

Investor confidence was further boosted by reports that diplomatic efforts between the United States and Iran continue to make progress, reducing fears of prolonged supply disruptions in the Middle East. The resulting decline in crude oil prices eased inflation concerns and supported sectors such as technology, consumer discretionary and industrials, although energy shares lagged the broader market.

What to Watch

Investors will now focus on upcoming labor market data and additional corporate earnings to assess whether the current rally can continue. AI-related earnings remain a key catalyst for technology stocks, while developments in U.S.-Iran negotiations and the direction of oil prices are likely to remain important drivers of broader market sentiment.

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European Investor 08-04-26

US Stocks Slip as Stronger Economic Data Reinforces Fed Caution

U.S. stocks traded modestly lower on Friday, with the S&P 500 falling 0.23%, as investors digested a fresh batch of economic data pointing to resilient economic activity while weighing the implications for Federal Reserve policy.

The latest reports painted a mixed but generally constructive picture of the U.S. economy. Chicago PMI unexpectedly rose to 57.6 in July, beating expectations of 56.0 and improving from 56.7 in June, signaling that manufacturing activity in the Chicago region continued to expand at a healthy pace.

Consumer confidence also showed signs of improvement. The University of Michigan Consumer Sentiment Index increased to 55.2 from 49.5 in the previous month, surpassing the consensus estimate of 54.4. Meanwhile, the Consumer Expectations Index climbed to 55.4 from 50.7, also exceeding forecasts, suggesting households have become more optimistic about future economic conditions.

Inflation expectations offered additional encouragement. The University of Michigan's one-year inflation expectation remained unchanged at 4.2%, improving from the preliminary reading of 4.6% and matching market expectations. The stable inflation outlook may provide some reassurance that inflation pressures are not reaccelerating despite continued economic resilience.

Despite the largely positive data, markets remained under pressure as stronger economic activity could reinforce the Federal Reserve's cautious approach toward future interest rate cuts. Investors are increasingly balancing encouraging growth signals against the prospect that policymakers may keep borrowing costs elevated for longer if the economy continues to outperform expectations.

What to Watch

Markets will continue to monitor upcoming labor market and inflation data for further clues on the Fed's policy path. Investors will also remain focused on corporate earnings and management guidance as companies assess the impact of interest rates, consumer demand and ongoing macroeconomic uncertainty during the second half of the year.

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The Investor 07-31-26

Nasdaq Leads U.S. Markets Higher as Tech Earnings Fuel Rally

U.S. stocks traded broadly higher on Thursday, with the Nasdaq outperforming after another wave of stronger-than-expected corporate earnings reinforced optimism around artificial intelligence, cloud computing and technology spending.

At the time of writing, the Nasdaq was up 1.95%, while the S&P 500 gained 0.78% and the Dow Jones Industrial Average advanced 0.23%.

Technology stocks were the primary drivers of the rally, as investors continued to rotate into AI-related names following another round of upbeat quarterly results. Strong earnings from companies including Microsoft, Lam Research, Trane Technologies, Regeneron and Yum! Brands helped support broader market sentiment, while several companies also raised their full-year guidance, reinforcing confidence in corporate earnings despite ongoing macroeconomic uncertainty.

Industrial and infrastructure-related companies also attracted buying interest. Trane Technologies surged after reporting record bookings and raising its annual outlook, while Air Products advanced after exceeding adjusted earnings expectations and increasing its full-year EPS guidance despite large one-time restructuring charges.

Healthcare was another area of strength, with Regeneron posting double-digit revenue growth driven by Dupixent, EYLEA HD and Libtayo. Meanwhile, Enterprise Products Partners edged higher after reporting record earnings and cash flow supported by strong pipeline and terminal volumes.

Not all earnings reactions were positive. Investors sold shares of several defensive healthcare and consumer companies despite solid quarterly results. Bristol Myers Squibb, Sanofi and Altria all declined after reporting earnings, suggesting investors remain selective and continue to focus on long-term growth prospects rather than headline beats alone.

Attention now turns to the remainder of the earnings season and upcoming economic data, with investors watching whether the current momentum in AI, industrial spending and corporate profitability can continue supporting U.S. equities near record highs.

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WS Investor 07-30-26

US Markets Mixed on Tuesday as Dow Climbs While Tech Stocks Weigh on Nasdaq

U.S. stocks traded mixed on Tuesday, with investors rotating away from technology shares while buying more defensive and cyclical names. The Dow Jones Industrial Average outperformed the broader market, gaining 0.68%, while the S&P 500 slipped 0.20%. The Nasdaq Composite lagged, falling 1.05% as weakness in large-cap technology stocks pressured the index.

The divergence between the major indexes suggests investors are becoming more selective following the strong rally in AI and semiconductor stocks over recent months. Profit-taking in technology names weighed on the Nasdaq, while strength in industrial, financial, healthcare, and other value-oriented sectors helped lift the Dow into positive territory.

Technology remained the primary drag on the broader market, with investors trimming exposure ahead of another busy stretch of corporate earnings. Several AI-related and semiconductor companies have reported strong results, but elevated valuations continue to leave little room for disappointment, leading to increased volatility across the sector.

Meanwhile, the Dow’s advance reflected continued interest in companies with more stable earnings profiles. Investors appeared willing to rotate into sectors viewed as less sensitive to lofty growth expectations while still maintaining exposure to the broader U.S. economy.

The mixed session also comes as markets continue to digest the latest earnings releases and assess the outlook for corporate profits through the remainder of 2026. With many companies either raising or reaffirming guidance, stock-specific reactions have become a more important driver than broader macroeconomic themes.

Looking ahead, investors will remain focused on upcoming earnings reports from major technology companies, additional economic data, and any signals that could influence expectations for Federal Reserve policy. Whether the recent rotation away from high-growth technology stocks continues will likely determine the near-term direction of both the Nasdaq and the broader market.

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WS News 07-28-26

S&P 500 Sector Performance Today: Communication Services Lead While Technology and Energy Weigh on the Market

The S&P 500 traded little changed on Monday, edging up just 0.02% in early afternoon trading as investors rotated between sectors ahead of a busy week featuring the Federal Reserve's policy decision, major technology earnings, and key U.S. economic data. Broader market sentiment was supported by easing geopolitical tensions following the pause in hostilities between the U.S. and Iran, although weakness in semiconductors and energy stocks limited gains.

Communication Services emerged as the market's strongest-performing sector, gaining 2.06%. The advance was driven by strength in large-cap names such as Alphabet, while investors also positioned ahead of this week's earnings from several technology and internet giants. Consumer Staples followed with a 1.29% gain, reflecting continued demand for defensive stocks, while Financials (+0.88%) and Health Care (+0.87%) also outperformed as investors favored companies reporting solid quarterly earnings.

Consumer Discretionary added 0.75%, supported by improving risk appetite and lower oil prices, which tend to benefit retailers, travel companies, and other consumer-focused businesses. Materials posted a modest 0.20% gain as commodity markets remained relatively stable.

On the downside, Information Technology was the weakest major sector, falling 1.09%. The decline was largely driven by renewed selling pressure in semiconductor stocks following concerns over China's rapidly advancing domestic chip industry and the blockbuster debut of memory chipmaker CXMT. Nvidia, AMD, ASML and several other chip-related companies remained under pressure despite broader market resilience.

Energy shares dropped 1.61%, making the sector the second-worst performer of the day. The decline followed a sharp fall in crude oil prices after the U.S. and Iran paused hostilities, easing concerns over potential supply disruptions in the Middle East. Lower oil prices weighed on major oil producers while boosting sectors that benefit from reduced fuel costs.

Overall, today's sector performance highlights a market that remains balanced between optimism over easing geopolitical risks and caution surrounding the technology sector. Investors are now turning their attention to this week's Federal Reserve meeting and earnings reports from several mega-cap technology companies, which are likely to determine the market's direction over the coming days.

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European Investor 07-27-26

U.S. Stock Futures Advance as Earnings Optimism and Middle East De-escalation Lift Sentiment

U.S. stock futures traded higher as investors looked ahead to another busy week of corporate earnings while welcoming signs of easing geopolitical tensions in the Middle East.

Nasdaq futures led the gains, rising 1.19%, while S&P 500 futures added 0.63% and Dow futures advanced 0.48%. The stronger performance in Nasdaq futures reflected continued optimism toward technology and artificial intelligence-related stocks.

Investor sentiment has been supported by a strong start to the second-quarter earnings season. Major U.S. banks, including JPMorgan Chase, Goldman Sachs, Citigroup, and Wells Fargo, reported better-than-expected quarterly results, highlighting resilient consumer activity, robust investment banking fees, and strong trading revenue despite a mixed macroeconomic backdrop.

Markets also continue to benefit from last week’s softer-than-expected U.S. inflation data, which strengthened expectations that the Federal Reserve could begin lowering interest rates later this year. Lower borrowing costs would likely provide additional support for equity valuations, particularly in growth-oriented sectors.

Geopolitical developments also remain in focus. Investor sentiment improved after the United States halted its military attacks on Iran, reducing concerns that the conflict could escalate into a broader regional confrontation. The de-escalation has helped ease fears over global energy supplies, contributing to a pullback in oil prices from last week’s highs and supporting broader risk appetite.

As U.S. cash markets prepare to reopen later on Monday, investors will closely monitor another wave of corporate earnings, particularly from technology and industrial companies, along with any new developments on U.S. trade policy, Federal Reserve expectations, and geopolitical events that could influence market direction.

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WS News 07-27-26

08-12-26European Investor

08-11-26Global Finance News

08-10-26European Investor

08-10-26The Investor

08-07-26WS News

NYSE:ONON

On Holding Stock Plunges 20% as Outlook Overshadows Strong Q2 Results

On Holding (NYSE: ONON) shares fell about 20% on Tuesday despite the athletic footwear company reporting strong second-quarter growth and improving profitability.

Q2 net sales rose 13.5% year-over-year to CHF 850.3 million, or 21.6% on a constant-currency basis. Direct-to-consumer sales climbed 26%, while adjusted EBITDA increased 23.5% to CHF 168.1 million. Gross margin also expanded sharply to 65.4% from 61.5%.

The sharp selloff appears primarily tied to the outlook. On expects full-year constant-currency sales growth only in the low-20% range and said it is deliberately managing wholesale sell-in during the second half to protect its premium positioning. The company expects sales of roughly CHF 3.47 billion to CHF 3.56 billion at current exchange rates.

The results themselves remained strong, particularly in Asia-Pacific, where sales jumped 43.1%, while apparel revenue increased 47.7%. However, the 20% stock decline suggests investors were positioned for stronger forward growth, making the relatively cautious sales outlook the key concern despite solid Q2 execution.

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The Investor 08-11-26

On Holding Slips 2.9% Despite Record Quarter, Currency Headwinds and Tariffs Weigh

May 12, 2026 | NYSE: ONON

On Holding delivered a genuinely impressive first quarter by almost any operational measure, yet shares are down 2.9% today — a reminder that in a market already under pressure from inflation and a strong dollar, even strong results can disappoint when the headline numbers are clouded by currency effects.

Reported net sales reached CHF 831.9 million, up 14.5% year-on-year and the first time On has crossed CHF 800 million in a single quarter. On a constant currency basis, however, the picture is considerably brighter at 26.4% growth — the gap reflecting meaningful Swiss franc strength against the currencies in which On earns much of its revenue, particularly the US dollar.

The quality of the quarter is hard to argue with. Gross profit margin expanded 430 basis points to 64.2%, a record, achieved despite the headwind of higher US tariffs on Vietnam-sourced products. Adjusted EBITDA margin reached 21.0%, up from 16.5% a year ago. Net income jumped 82.2% to CHF 103.3 million, with net income margin rising to 12.4% from 7.8%.

Geographically, Asia-Pacific was the standout, growing 44.4% reported and 61.4% on a constant currency basis, now representing over 20% of global sales. Apparel continued its rapid ascent, up 45.1% reported and 57.5% in constant currency, reinforcing On's evolution beyond footwear. Both DTC and wholesale channels grew double digits.

On reiterated its full-year constant currency net sales growth guidance of at least 23% and raised its gross profit margin outlook to at least 64.5% and adjusted EBITDA margin guidance to 19.5% to 20.0% — a confident stance given the uncertain macro backdrop.

Today's dip likely reflects a combination of currency translation concerns, ongoing tariff uncertainty, and the broader market selloff rather than any fundamental weakness in the business. The underlying momentum here remains intact.

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WS Investor 05-12-26

08-11-26The Investor

05-12-26European Investor

NYSE:BMY

Bristol Myers Squibb Plans $2.3 Billion Houston Manufacturing Campus

Bristol Myers Squibb (NYSE: BMY) announced plans to invest approximately $2.3 billion in a new manufacturing campus in Houston, Texas, expanding the pharmaceutical company’s U.S. production capacity.

The roughly 600,000-square-foot facility will be located at Generation Park and is expected to create nearly 500 skilled jobs. The modular, multi-modal campus will be capable of manufacturing several types of medicines, including small molecules, biologics and antibody-drug conjugates.

The project represents another step in Bristol Myers Squibb’s broader commitment to invest $40 billion in the United States over five years across manufacturing, research and development, and technology.

Construction is also expected to support approximately 2,000 construction and indirect jobs between 2027 and 2030. BMS said the facility is being designed for long-term expansion and increased automation, allowing manufacturing capacity to evolve alongside the company’s drug pipeline.

For Bristol Myers Squibb, the Houston investment strengthens domestic manufacturing capacity and supply-chain resilience while providing additional infrastructure to support future medicine launches.

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The Investor 08-11-26

Bristol Myers Squibb Rises After Strong Q2 Results and Higher 2026 Outlook

Bristol Myers Squibb (NYSE: BMY) shares rose 1% on Thursday after the drugmaker reported strong second-quarter results and raised its full-year 2026 guidance, as investors welcomed continued momentum across the company's growth portfolio and improving earnings outlook.

Second-quarter revenue increased 6% year over year to $13.0 billion, while non-GAAP earnings per share rose 40% to $2.04. GAAP EPS climbed to $1.62 from $0.64 a year earlier, reflecting another quarter of solid earnings execution. The company also raised its full-year revenue outlook to approximately $49.0-$50.0 billion and increased its non-GAAP EPS guidance to a range of $6.75-$7.00.

Growth Portfolio Continues to Drive Performance

Bristol Myers' Growth Portfolio generated $7.6 billion in revenue, up 15% from a year ago, accounting for the majority of the company's sales. Growth was fueled by strong demand for newer therapies including Reblozyl, Camzyos, Breyanzi, Opdualag and Opdivo Qvantig.

Camzyos revenue surged 60%, Breyanzi climbed 41%, while Reblozyl increased 29%, highlighting the company's successful transition toward newer, high-growth medicines.

Meanwhile, the Legacy Portfolio declined 4%, as continued growth in Eliquis was more than offset by expected generic competition for products such as Revlimid and Pomalyst.

Pipeline Progress Supports Long-Term Outlook

Management highlighted continued progress across its pipeline and emphasized that the growing contribution from newer products positions the company for sustainable long-term growth. The higher full-year guidance reflects confidence in continued commercial execution and the momentum of recently launched therapies.

What to Watch

The positive share reaction suggests investors are focusing on Bristol Myers' accelerating growth portfolio and improved earnings outlook despite ongoing patent headwinds for legacy products. Going forward, markets will closely monitor continued adoption of the company's newer therapies, upcoming clinical trial results and its ability to offset declining legacy drug sales with sustained growth from recently launched medicines.

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WS Investor 07-30-26

Bristol Myers Squibb Jumps 5% as Growth Portfolio Transition Gains Credibility

Bristol Myers Squibb shares are up 5% in trading on April 30, as a convincing Q1 2026 beat reassured investors that the company's transition away from legacy products is firmly on track.

Revenue came in at $11.49 billion, beating the $10.69 billion consensus by 7.4%, while adjusted EPS of $1.58 topped the $1.42 estimate by 11.1%. The driver was a clear and accelerating split between old and new: the Growth Portfolio, which now accounts for roughly 54% of total sales, delivered 12% revenue growth to $6.2 billion, led by Camzyos, Breyanzi and Reblozyl. International revenues rose 11%, contrasting with a 1% decline in US revenues, underscoring a shifting geographic mix as newer growth brands deliver double-digit gains worldwide. (Simply Wall St, IndexBox)

The legacy drag, while real, was anticipated. Legacy Portfolio revenues fell 6% to $5.3 billion as generic competition continued to erode older products, partly offset by a 16% rise in Eliquis worldwide sales to $4.1 billion. Non-GAAP EPS fell 12% year-on-year to $1.58, but management reaffirmed full-year guidance of $46 to $47.5 billion in revenue and $6.05 to $6.35 in non-GAAP EPS, noting that both metrics are trending toward the upper end of those ranges. (FinancialContent)

What is lifting the stock beyond the headline beat is the pipeline narrative. CEO Christopher Boerner pointed to multiple pivotal data readouts ahead, and the company has recently inked deals with Orna Therapeutics, Centessa Pharmaceuticals, Kelonia Therapeutics and Ajax Therapeutics, signaling aggressive expansion across oncology and beyond.

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WS Investor 04-30-26

Bristol Myers Squibb and Pfizer announced a collaboration with Mark Cuban Cost Plus Drug Company to offer Eliquis (apixaban) directly to U.S. patients through the online platform, expanding access to the widely prescribed blood thinner.

Starting April 27, 2026, a 30-day supply of Eliquis will be available for $345, providing a lower-cost option for cash-paying patients and increasing pricing transparency. The move builds on earlier direct-to-patient initiatives aimed at improving affordability and access.

The companies said the partnership supports efforts to reduce barriers to essential medications, particularly for patients managing conditions such as atrial fibrillation and blood clots.
Business Wire

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The Investor 04-26-26

Bristol Myers Squibb announced the expansion of its “Standing in the Gaap” program to improve equitable care for patients with multiple myeloma, marking the initiative’s 10th anniversary.

As part of the expansion, the company is launching one of the largest U.S. surveys on multiple myeloma, engaging over 1,000 patients, caregivers, and healthcare providers to better understand persistent gaps in care. Developed with input from major patient advocacy groups, the survey aims to capture real-world experiences and identify barriers faced by underserved communities.

Originally launched in 2016 to address disparities affecting African American patients, the program has reached thousands through educational initiatives and built a large digital community. Bristol Myers Squibb said insights from the new survey will guide future programs, partnerships, and strategies to enhance access, education, and support across the multiple myeloma care ecosystem.
Business Wire

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European Investor 03-31-26

Bristol Myers Squibb (NYSE: BMY) will announce results for the first quarter of 2026 on Thursday, April 30, 2026.

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Global Finance News 03-19-26

Bristol Myers Squibb announced positive interim Phase 3 results from the SUCCESSOR-2 study evaluating oral mezigdomide in combination with carfilzomib and dexamethasone for patients with relapsed or refractory multiple myeloma.

The study showed that the MeziKd regimen delivered a statistically significant and clinically meaningful improvement in progression-free survival compared with treatment using carfilzomib and dexamethasone alone. Safety outcomes were consistent with the known profile of the therapy, and patients will continue to be monitored for long-term survival and safety outcomes.

The results represent the first successful Phase 3 trial for mezigdomide and the second positive Phase 3 study within Bristol Myers Squibb’s CELMoD program, which is based on targeted protein degradation technology designed to treat difficult blood cancers. Data from the trial will be presented at a future medical conference and shared with regulatory authorities.
Source: Business Wire

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WS Investor 03-09-26

FDA approves Bristol Myers Squibb’s Sotyktu for psoriatic arthritis treatment

The U.S. Food and Drug Administration has approved Bristol Myers Squibb’s oral drug Sotyktu (deucravacitinib) for the treatment of adults with active psoriatic arthritis.

Sotyktu is the first tyrosine kinase 2 (TYK2) inhibitor approved for this condition. The approval was based on results from the Phase 3 POETYK PsA-1 and POETYK PsA-2 trials, where significantly more patients receiving once-daily Sotyktu achieved an ACR20 response at week 16 compared with placebo.

The drug was previously approved in 2022 for moderate-to-severe plaque psoriasis. Bristol Myers Squibb said the new indication expands treatment options for patients with psoriatic disease affecting both joints and skin.
Business Wire

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The Investor 03-07-26

Bristol Myers Squibb (NYSE: BMY) announced that its Board of Directors has declared a quarterly dividend of sixty-three cents ($0.63) per share on the $0.10 par value common stock of the company.

The dividend is payable on May 1, 2026, to stockholders of record at the close of business on April 2, 2026.

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The Investor 03-03-26

SystImmune, Inc. and Bristol Myers Squibb reported positive interim Phase III results for izalontamab brengitecan (iza-bren) in previously treated unresectable locally advanced or metastatic triple-negative breast cancer (TNBC).

In the China-based Phase III trial BL-B01D1-307 (NCT06382142), iza-bren met its dual primary endpoints of progression-free survival (PFS) and overall survival (OS) at a pre-specified interim analysis, demonstrating statistically significant and clinically meaningful improvements versus physician’s choice chemotherapy in patients whose disease progressed after prior taxane therapy.

Izalontamab brengitecan is an EGFR×HER3 bispecific antibody-drug conjugate (ADC). The study marks the third Phase III trial in which the therapy has achieved its primary endpoint(s) and represents the first bispecific ADC in a Phase III setting to report dual positive PFS and OS results in TNBC.

The companies said full data will be presented at an upcoming medical conference.

Source: Bristol Myers Squibb, Buiness Wire, February 26, 2026.

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The Investor 02-28-26

08-03-26WS News

09-20-25European Investor

07-31-25WS Investor

NYSE:KMI

Phillips 66, Kinder Morgan and HF Sinclair Move Forward With $5 Billion Western Gateway Pipeline

Phillips 66 (NYSE: PSX), Kinder Morgan (NYSE: KMI) and HF Sinclair (NYSE: DINO) have made a final investment decision to proceed with the Western Gateway Pipeline, a major new refined-products transportation system serving the western United States.

The companies finalized a joint venture in which Phillips 66 will own 49.9%, Kinder Morgan 35.1% and HF Sinclair 15%. The proposed 1,300-mile system will connect supply from St. Louis and Gulf Coast origin points with markets in Arizona and California, with designed capacity of approximately 230,000 barrels per day.

The project has an estimated enterprise value of $5 billion. Phillips 66 is expected to contribute about $2.5 billion in cash, HF Sinclair roughly $750 million and Kinder Morgan approximately $250 million, alongside Kinder Morgan pipeline assets valued at about $1.5 billion. The system is primarily backed by 10-year take-or-pay contracts, providing greater visibility into future cash flows.

Western Gateway is targeting completion in 2029, subject to regulatory approvals and permits. The project could strengthen the companies' midstream exposure while creating a new large-scale fuel transportation route into key Southwest and West Coast markets.

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The Investor 08-11-26

Kinder Morgan reported strong first-quarter 2026 results, with net income rising to $976 million and earnings per share increasing 38% year-over-year to $0.44. Adjusted EPS grew 41%, while adjusted EBITDA climbed 18%, driven primarily by robust performance in its natural gas pipeline segment.

The company generated solid cash flow, with operating cash flow of $1.5 billion and free cash flow of $0.7 billion, supported by strong demand and high pipeline utilization. Kinder Morgan also increased its quarterly dividend by 2% and highlighted a project backlog of $10.1 billion, largely focused on natural gas infrastructure.

Management expects continued growth in natural gas demand, particularly in power generation, and reaffirmed its full-year outlook with modest earnings and dividend increases.

Source: Business Wire

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The Investor 04-24-26

Phillips 66 and Kinder Morgan announced progress on the Western Gateway Pipeline project after securing sufficient long-term customer commitments during a successful open season.

The proposed pipeline system will transport refined petroleum products from Midwest and Gulf Coast refineries to markets in Arizona and California, with additional connectivity to Nevada. The project combines new pipeline construction from Texas to Arizona with the reversal and integration of existing pipeline assets to enable westward product flows.

The companies stated that strong market interest highlights the need for improved fuel supply flexibility and reliability in the U.S. West Coast region. The pipeline is targeted to begin operations by mid-2029, pending final agreements, regulatory approvals, and investment decisions.

The project is expected to enhance regional logistics efficiency by leveraging existing infrastructure while expanding capacity to meet long-term demand.
Business Wire

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Global Finance News 04-20-26

Kinder Morgan, Inc. (NYSE: KMI) today announced it will release first quarter 2026 earnings results on Wednesday, April 22, 2026, after market close

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WS Investor 04-16-26

Phillips 66 and Kinder Morgan extend open season for Western Gateway pipeline

March 25, 2026 — Phillips 66 and Kinder Morgan announced the extension of the second open season for their proposed Western Gateway Pipeline, citing continued strong interest from potential shippers.

The open season, now extended until April 15, gives customers additional time to evaluate updated transportation terms and secure capacity on the refined products pipeline, which is designed to deliver fuels into the Los Angeles market.

The project builds on earlier commitments secured during the initial open season and includes expanded delivery points via existing California infrastructure.

The companies said the extension reflects ongoing demand for new energy transportation capacity and supports further commercial evaluation of the project.
Business Wire

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WS Investor 03-25-26

Phillips 66 and Kinder Morgan, Inc announced the launch of a second open season for the proposed Western Gateway Pipeline, targeting remaining capacity and expanded origin and destination options. The new phase adds access to the Los Angeles market through the planned reversal of an existing Kinder Morgan SFPP pipeline segment and introduces additional supply points to increase flexibility. The open season begins January 16, 2026, and closes March 31, 2026, as the partners advance plans to connect Midwest and other refinery supply to Phoenix, California, and surrounding markets.

Source: Phillips 66 and Kinder Morgan, Business Wire

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Global Finance News 01-18-26

Kinder Morgan, Inc (NYSE: KMI) today announced it will release fourth quarter 2025 earnings results on Wednesday, January 21, 2026, after market close and will hold a live webcast and conference call.

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Global Finance News 01-14-26

Phillips 66 and Kinder Morgan advance Western Gateway pipeline toward Los Angeles markets

Phillips 66 and Kinder Morgan closed the initial open season for the proposed Western Gateway refined products pipeline after securing strong shipper interest and commitments. The companies will launch a subsequent open season in January 2026 for remaining capacity, adding new destinations west of Colton, California, to provide access to Los Angeles markets through a joint tariff arrangement.

Source: Business Wire, December 22, 2025

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Global Finance News 12-22-25

Kinder Morgan Reports Q2 2025 Earnings Growth and Expands Project Backlog

Kinder Morgan (NYSE: KMI) posted strong second-quarter results, with net income rising 24% to $715 million and adjusted EPS up 12% year-over-year. Adjusted EBITDA reached a record $1.97 billion, driven by gains in its Natural Gas Pipelines and Terminals segments.

The company added $1.3 billion to its project backlog, now totaling $9.3 billion, and placed $750 million in new projects into service. It also announced a quarterly dividend of $0.2925 per share, a 2% increase from the prior year.

CEO Kim Dang highlighted growing LNG demand and the supportive U.S. regulatory environment, noting the company expects to transport nearly 12 Bcf/d of gas to LNG terminals by 2028. Kinder Morgan also generated $1.6 billion in cash flow from operations and ended the quarter with a net debt-to-adjusted EBITDA ratio of 4.0.

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European Investor 07-17-25

Kinder Morgan, Inc. (NYSE: KMI) today announced it will release second quarter 2025 earnings results on Wednesday, July 16, 2025, after market close and will hold a live webcast and conference call.

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Global Finance News 07-09-25

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