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25,542 signal articles · 32 in last 24h · 122,390 total before filter · latest 50m ago
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Bloomberg48d agoneutral
Solstice to Acquire Element Solutions in $14.5 Billion Deal

(Bloomberg) -- Honeywell International Inc. spinoff Solstice Advanced Materials Inc. will acquire Element Solutions Inc. in a cash-and-stock deal valued at about $14.5 billion, creating a market leader in the specialty chemicals sector.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From Motorist

Bloomberg48d agobullish
Lockheed to Buy Ultra Maritime for $3.45 Billion in Naval Push

(Bloomberg) -- Lockheed Martin Corp. agreed to buy a naval defense business owned by private equity firm Advent for $3.45 billion as demand for sea-based weapons system surges. Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsFIFA Allows Balogun to Play After Trump Call Sparking Upro

Reuters48d agoneutral
Brookfield-backed Csquare targets up to $4.18 billion valuation in US IPO

Data center provider Csquare is targeting a valuation of up to $4.18 billion in its U.S. ‌initial public offering, riding a wave of investor enthusiasm ‌for companies expected to benefit from the AI boom. The Dallas-based company said on ​Monday it aims to raise up to $1.35 billion in the IPO by offering 50 million shares at $23 to $27 apiece. New listings in the U.S. have picked up after geopolitical tensions briefly cooled ‌issuance earlier this year, ⁠while surging demand for AI computing infrastructure has boosted investor interest in data center operators.

Investing.com48d agobearish
Raymond James cuts Delta and JetBlue ratings ahead of Q2 earnings

Investing.com -- Raymond James made two rating changes in the U.S. airline sector ahead of second-quarter earnings, downgrading Delta Air Lines from Strong Buy to Outperform and cutting JetBlue Airways to Underperform from Market Perform in a note to clients on Monday.

Broadcom, Apple extend chip partnership through 2031
Reuters48d agoneutral
Broadcom, Apple extend chip partnership through 2031

Broadcom said on Monday that ‌the chipmaker and ‌Apple have agreed to expand ​their partnership through 2031 to develop and supply a range of custom ‌chips. Broadcom has ⁠been a long-standing supplier to Apple, ⁠providing key components, including custom radio frequency ​chips used ​in ​iPhones, Wi-Fi and ‌Bluetooth connectivity chips, and other networking semiconductors. Apple is one of Broadcom's largest customers.

Bloomberg48d agoneutral
Quant Hedge Funds Extend Worst Run Since 2023 as Momentum Slides

(Bloomberg) -- A violent rotation in the underbelly of a bullish stock market is extending the worst run for quantitative hedge funds since 2023. Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutA long-short momentum str

Besi Shares Tumble Amid Fears of Uptake Delay of New Chip-Stacking Technology
The Wall Street Journal48d agobearish
Besi Shares Tumble Amid Fears of Uptake Delay of New Chip-Stacking Technology

BE Semiconductor stock tumbled after a report said that some of the Dutch group’s main customers are delaying uptake of its advanced hybrid bonding technology. Memory chip makers Samsung Electronics and SK Hynix —which are customers of Besi—are questioning the need to adopt hybrid bonding technology for their most advanced chip stacks, Korean news outlet ZDNet reported, citing unnamed sources. Besi is the market leader in advanced hybrid bonding, a technology that fuses chips together at a molecular level.

Bloomberg48d agoneutral
Reddit Is Cracking Down on AI Marketing Slop With Its Own AI

(Bloomberg) -- Reddit Inc. is battling a new kind of spam: stealth marketing content created by brands that want to get mentioned by popular artificial intelligence chatbots like ChatGPT and Gemini.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, Tumbling Prices Re

Investing.com48d agobullish
Memory stocks rebound as analysts flag a buying opportunity

Investing.com -- Memory and storage stocks are climbing in premarket trading on Monday, with Micron up 2.2%, SanDisk gaining 3.6%, Western Digital rising 3.4% and Seagate adding 1.8%, as bullish analyst notes pointed to pricing upside and durable AI-driven demand.

Don’t Hold Your Breath for the Fed Minutes, This Strategist Says
The Wall Street Journal48d agoneutral
Don’t Hold Your Breath for the Fed Minutes, This Strategist Says

"Warsh explicitly avoided policy guidance in the statement and press conference, so it seems unlikely that he would permit such guidance via the minutes," writes Englander, head of G-10 foreign-exchange research at the bank. Englander's prediction chimes with the way that Warsh, who spent more than a decade arguing that the Fed should say less, has approached his new post so far.

Bloomberg48d agoneutral
Brookfield’s Data Center Firm Csquare Seeks $1.35 Billion in IPO

(Bloomberg) -- Csquare Inc., a data center company backed by Brookfield Corp., is seeking to raise as much as $1.35 billion in a US initial public offering.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutThe company is

Investing.com48d agobullish
Buy the pullback in chip stocks, JPM’s Matejka says

Investing.com -- JPMorgan strategist Mislav Matejka said the recent weakness in semiconductor stocks should be used as a buying opportunity, while flagging that broader market participation is set to widen in the second half of 2026 as stagflation fears unwind.

Investing.com48d agoneutral
Eight Japanese ships depart Hormuz via passage near Iran

Investing.com -- At least eight vessels controlled by Japan’s Mitsui OSK Lines Ltd. are leaving the Strait of Hormuz through a passage near Iran, including some of the final trapped oil tankers to depart the waterway.

SK Hynix Trims Fundraising Target for U.S. Listing to $28 Billion
The Wall Street Journal48d agoneutral
SK Hynix Trims Fundraising Target for U.S. Listing to $28 Billion

The world’s second-largest memory chip maker said in a regulatory filing with the Korea Exchange on Monday that it is seeking to raise 43.141 trillion won, equivalent to $28.21 billion, by issuing American depositary receipts on the Nasdaq. Despite the downward revision, the deal would still rank among the biggest share sales in history, second only to SpaceX’s record initial public offering raising $75 billion last month. SK Hynix said it would use the offering’s proceeds to expand chip-making facilities in South Korea and purchase chip-making equipment such as ASML’s extreme ultraviolet scanners.

Citi Raises TSMC Price Target on Strong AI Outlook Ahead of Earnings (TSM)
InvestorsHub48d agoneutral
Citi Raises TSMC Price Target on Strong AI Outlook Ahead of Earnings (TSM)

Broker Expects Higher 2026 Growth GuidanceCiti has increased its price target on Taiwan Semiconductor Manufacturing (NYSE:TSM), saying the world’s largest contract chipmaker is well positioned to upgrade its 2026 revenue outlook and long-term growth expectations when it reports quarterly results later this month. The brokerage lifted its target price to NT$3,800 from NT$2,875 while maintaining its Buy rating, arguing that sustained demand for advanced artificial intelligence semiconductors conti