Accenture Reports Thursday. Your AI Portfolio Hangs on the Answer.
If enterprises budget for AI but delay implementation, IBM to Infosys feel it first.
Business
Devon Energy Could Be Worth More to Someone Else
An activist fund is pushing for a sale as oil rallies again
Intel Can Fill Half Its Orders. That Gap Is the Trade.
Tan’s supply admission is the real driver. Q3 results are where it proves out.
Jana Partners Wants Cooper Companies Broken Up. Here’s What the Pieces Could Fetch.
After a botched CooperSurgical review and a fourth guidance cut in two years, Jana is demanding a new CEO and a CooperVision auction at what may be the cheapest the stock has been in a decade.
Wall Street’s Rosiest View of Europe Since 2018
Strategists put a 670 target on European stocks. Five percent upside is a thin reward for what comes with it.
APP Is Down 53% This Year. Citi Sees 91% Upside in 90 Days.
Wall Street is split on AppLovin’s stock slide versus its 84% EBITDA margin.
JPMorgan Says Fees and Trading Are Rising. Buy Before Oct. 13.
Management guided Q3 investment banking and markets revenue up mid-to-high teens while the sector sold off on Bank of America’s warning days earlier.
BlackRock’s $26 Billion Private Credit Fund Keeps Turning Investors Away. The Real Question Is Why.
Three straight quarters of gating at the HPS Corporate Lending Fund has opened a debate: orderly queue or early warning on floating-rate debt?
European Gas at €80 Is the Second Energy Shock Equity Managers Feared
With storage about 16 points below seasonal norms and the ECB hiking the same week, European chemicals and steel margins face a squeeze that looks different from 2022.
SoftBank’s Record 4.75% Bond Found Buyers in Japan
What it means when retail savers finance a massive AI bet