March 11, 2026 7:49 am
Key Moments Citi Research reiterates high-conviction calls on four semiconductor names tied to AI infrastructure and analog “self-help” themes heading into mid-2026. Broadcom and NVIDIA are Citi’s preferred AI infrastructure plays, with implied upside of 40% and 52%, respectively, based on stated price targets. Texas Instruments and Monolithic Power Systems are cited as top analog […]
Read moreMarch 10, 2026 2:26 pm
Key Moments Amazon.com Inc. (NASDAQ:AMZN) is seeking between $37 billion and $42 billion in combined dollar and euro bond funding to support artificial intelligence initiatives. The company is marketing as many as 11 U.S. dollar high-grade bond tranches with maturities from 2 to 50 years, aiming to raise $25 billion to $30 billion. Amazon is […]
Read moreMarch 10, 2026 11:17 am
Key Moments Exxon Mobil has proposed abandoning its New Jersey corporate registration and reincorporating in Texas, where its headquarters is located. The company highlighted a recent Texas law that can reduce shareholder litigation risk by allowing firms to set stock ownership thresholds for lawsuits. Exxon has recently introduced measures to strengthen its position against activist […]
Read moreMarch 10, 2026 10:32 am
Key Moments SpaceX is favoring a Nasdaq listing for its planned IPO and is tying that choice to early inclusion in the Nasdaq 100 index, according to people familiar with the matter. The company is seeking an IPO valuation of around $1.75 trillion, which would place it among the largest publicly traded firms in the […]
Read moreMarch 9, 2026 8:36 am
Key Moments Apollo Sports Capital is expected to complete the purchase of 55% of Atletico Madrid on March 12, according to Expansion. The transaction was agreed in November and would make Apollo Sports Capital the majority shareholder of the Spanish club. A source indicated the deal implies an overall valuation of approximately 2.5 billion euros […]
Read moreMarch 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 […]
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