February 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 […]
Read moreFebruary 26, 2026 8:06 am
Key Moments Nvidia reported January-quarter revenue of $68.13 billion and adjusted earnings of $1.62 per share, topping LSEG estimates. The company projected fiscal first-quarter revenue of $78 billion, plus or minus 2%, above analysts’ consensus of $72.60 billion. Nvidia said its current-quarter outlook excludes China data-center chip sales, while it has newly obtained licenses to […]
Read moreFebruary 25, 2026 1:40 pm
Key Moments Oppenheimer raised Oracle (NYSE: ORCL) to Outperform from Perform and assigned a $185 price target following the stock’s recent pullback. The firm sees Oracle as a “strong EPS compounder,” even after assuming a 25% reduction to management’s revenue outlook and projecting earnings to double by FY30. Despite ongoing concerns around leverage, margins, and […]
Read moreFebruary 25, 2026 11:06 am
Key Moments U.S. stock futures moved modestly higher, following gains in the S&P 500, NASDAQ Composite, and Dow Jones Industrial Average from the prior session. Nvidia (NASDAQ: NVDA) is set to report quarterly results after the close. Its performance will serve as a key gauge for AI-related demand and global equity sentiment. Oil prices hovered […]
Read moreFebruary 25, 2026 10:05 am
Key Moments Alcoa Corp plans to sell 10 closed or curtailed sites to data center operators, with the first transaction expected by the end of June. Management is reassessing asset values in light of rising demand from AI and data center development, focusing on locations near strong energy infrastructure. Alcoa sees pressure in the alumina […]
Read moreFebruary 24, 2026 3:29 pm
Key Moments Xcel Energy will supply power to Google’s new data center in Pine Island, Minnesota, with 1,900 megawatts of new clean energy planned for the grid. The project is structured so that existing Xcel customers will not see higher costs, as Google will cover all expenses tied to the new service in accordance with […]
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