Elisa Oyj (ELMUF) reports a modest rise in EBITDA and fixed service revenue, while navigating telecom revenue declines and strategic expansion in data center connectivity.
BorgWarner is downgraded to Buy, with the stock up 43% since my prior Strong Buy rating and valuation asymmetry now closed.
Prysmian is positioned to benefit from hyperscaler CAPEX growth, with Digital Solutions showing 9% organic growth and EBITDA ...
Nvidia is the primary AI computing unit provider, and is primed to cash in. Broadcom expects a huge ramp-up of custom AI chips in 2027. Sandisk will continue thriving as long as there's a shortage of ...
Funding Crunch. Big Tech’s rampant spending on artificial intelligence isn’t slowing down, and amid a cash squeeze, neither is the need for outside funding.
'op_co2_network_fom_pipe': 'Operation: Fixed O&M - CO2 pipe', 'op_co2_network_fom_spur': 'Operation: Fixed O&M - CO2 spur', 'op_fom_costs': 'Operation: Fixed O&M ...
The Bureau of Economic Analysis released its personal consumption expenditures price index data for September earlier today. Here is the report, at a glance: Core YoY: 2.8% increase, in line with ...
Our annual Capital Spending Outlook scours the financial reports of 31 of the largest public food & beverage companies. To see the full list of companies, their 2025 capex budgets and what they ...
It appears the post-Covid era of big budgets and big plans for capital expenditures has come to an end. For the first time since our 2009 report, the 31 largest publicly traded food & beverage ...
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