March 6, 2026 2:12 pm
Key Moments Q4 2025 net profit reached €237 million, 16% above analyst expectations of €204 million. Alpha Bank raised its 2025 payout ratio to 55%, with distributions split evenly between dividends and share buybacks. Credit expansion accelerated in Q4, with performing exposure balances up 5% quarter-on-quarter and 10% year-on-year. Solid Q4 Earnings Performance Alpha Services […]
Read moreMarch 3, 2026 1:37 pm
Key Moments TotalEnergies SE (NYSE:TTE) signed a preliminary agreement with Glenfarne for 2 million tons per year of LNG from the Alaska LNG project over 20 years, subject to a final investment decision. The Alaska LNG development is the only federally authorized LNG export terminal on the U.S. Pacific coast and is planned to have […]
Read moreFebruary 27, 2026 2:45 pm
Key Moments UBS upgraded Palantir to Buy from Neutral after a -35% pullback from its peak share price. The bank now values Palantir at 50x its 2027 FCF estimates, underpinned by projected 70% revenue growth in 2026 and mid-50% margins. UBS kept its $180 price target, citing strong AI-driven demand, a roughly 54% revenue CAGR […]
Read moreFebruary 27, 2026 2:25 pm
Key Moments Amazon committed $50 billion to OpenAI, with $15 billion upfront and an additional $35 billion scheduled over the coming months. OpenAI is raising $110 billion in total new funding at a pre-money valuation of $730 billion, including $30 billion each from SoftBank and Nvidia. AWS will serve as the exclusive third-party cloud provider […]
Read moreFebruary 27, 2026 12:53 pm
Key Moments Netflix jumped 7.3% premarket after opting not to raise its bid for Warner Bros Discovery, while Paramount Skydance advanced 6.4%. Block soared 20% after announcing plans to cut over 4,000 jobs, nearly half its workforce, to support an AI-focused overhaul. CoreWeave slid 11% as a wider fourth-quarter loss and weaker adjusted margin metrics […]
Read moreFebruary 27, 2026 7:48 am
Key Moments Companies including MUFG Bank and the Bank of Kyoto are preparing to sell Nintendo shares as part of an unwinding of strategic holdings, according to three sources. The planned sale is expected to reach about 300 billion yen ($1.9 billion), with Nintendo also planning a share buyback, two of the sources said. Kyoto […]
Read moreFebruary 27, 2026 7:30 am
Key Moments Netflix exited the bidding after Warner Bros Discovery’s board labeled Paramount Skydance’s $31 per share offer for the entire company as “superior”. Netflix had led earlier with a $27.75 per share bid for Warner’s studio and HBO Max businesses, valuing those assets at almost $83bn including debt. If completed, a Paramount Skydance takeover […]
Read moreFebruary 26, 2026 3:05 pm
Key Moments eBay plans to eliminate about 800 positions, representing roughly 6% of its full-time staff, as it seeks to streamline operations. The latest layoffs come shortly after eBay’s $1.2 billion acquisition of Depop, strengthening its focus on secondhand fashion and Gen Z-oriented platforms. This marks eBay’s third round of workforce reductions since 2023, following […]
Read moreFebruary 26, 2026 2:39 pm
Key Moments Q4 net income attributable to Cheniere jumped to $2.30 billion, or $10.68 per share, from $977 million, or $4.33 per share, a year earlier. For full year 2026, Cheniere projected consolidated adjusted EBITDA of $6.75 billion – $7.25 billion and Distributable Cash Flow of $4.35 billion – $4.85 billion. Cheniere Marketing International entered […]
Read moreFebruary 26, 2026 2:01 pm
Key Moments Citi placed KLA Corp on a 30-day positive Catalyst Watch ahead of its March 12 Investor Day in New York. The bank’s analyst projects KLA could achieve “$24Bn/$68 revenue/EPS in 2030 on $200Bn WFE,” with gross margins at 63% from 2026 levels. Citi reiterated its Buy rating and views KLA as having “the […]
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