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Amazon and Uber Launch Prime Restaurant Delivery Partnership Across the U.S. Amazon (NASDAQ: AMZN) and Uber (NYSE: UBER) launched a

Amazon (NASDAQ: AMZN) and Uber (NYSE: UBER) launched a new U.S. partnership that allows Prime members to order restaurant delivery through Amazon*com and the...

11-05-26

Costco October Sales Jump 12.6% as Digital Growth Remains Strong Costco Wholesale (Nasdaq: COST) reported October net sales of $24.50

Costco Wholesale (Nasdaq: COST) reported October net sales of $24.50 billion, up 12.6% from $21.75 billion a year earlier. Comparable sales increased 11.1% companywide...

11-05-26

BD Rises 2.2% as Q4 Growth and Strong Cash Flow Support Fiscal 2027 Outlook Becton, Dickinson and Company (NYSE: BDX)

Becton, Dickinson and Company (NYSE: BDX) shares rose about 2.2% after the medical technology company reported solid fourth-quarter growth and strong cash generation following...

11-05-26

Rockwell Automation Falls 9% as Fiscal 2027 Outlook Disappoints Despite Strong Q4 Results Rockwell Automation (NYSE: ROK) shares fell about

Rockwell Automation (NYSE: ROK) shares fell about 9% despite reporting stronger fourth-quarter earnings and margins, as investors appeared to focus on a more modest...

11-05-26

Cardinal Health Jumps 6% as Q1 Profit Surges and FY27 EPS Outlook Rises Cardinal Health (NYSE: CAH) shares rose about

Cardinal Health (NYSE: CAH) shares rose about 6% after the company reported strong fiscal first-quarter profit growth and raised its full-year 2027 earnings outlook....

11-05-26

TC Energy Rises 3% as Q3 Earnings Improve and 2026 EBITDA Outlook Increases TC Energy (NYSE: TRP) shares rose about

TC Energy (NYSE: TRP) shares rose about 3% after the company reported stronger third-quarter earnings, raised its 2026 EBITDA outlook and announced roughly C$3...

11-05-26

Targa Resources Rises 1% as EBITDA Grows and 2027 Dividend Increase Signals Confidence Targa Resources (NYSE: TRGP) shares rose about

Targa Resources (NYSE: TRGP) shares rose about 1% after the company reported higher third-quarter earnings, record Permian and NGL volumes, and outlined plans for...

11-05-26

Cummins Falls 1.9% as Weaker Pickup Demand Leads to Softer 2026 Revenue Outlook Cummins (NYSE: CMI) shares fell about 1.9%

Cummins (NYSE: CMI) shares fell about 1.9% despite reporting record third-quarter EBITDA and earnings per share, as weaker North American pickup truck demand led...

11-05-26

Air Products Falls 2% as Margin Pressure and Fiscal 2027 Outlook Temper Strong FY26 Growth Air Products (NYSE: APD) shares

Air Products (NYSE: APD) shares fell about 2% after the company reported solid fiscal 2026 growth but weaker fourth-quarter margins and a fiscal 2027...

11-05-26

Cigna Rises 1.5% as Q3 Revenue Grows and 2026 Earnings Outlook Increases The Cigna Group (NYSE: CI) shares rose about

The Cigna Group (NYSE: CI) shares rose about 1.5% after the company reported higher third-quarter revenue and raised its full-year adjusted earnings outlook. Third-quarter...

11-05-26

Southern Company Rises 1.2% as Q3 Earnings and Revenue Climb Southern Company (NYSE: SO) shares rose about 1.2% after the

Southern Company (NYSE: SO) shares rose about 1.2% after the utility reported higher third-quarter earnings and double-digit revenue growth. Third-quarter earnings increased to $2.0...

11-05-26

Canadian Natural Resources Rises 1.3% as Strong Cash Flow and Buybacks Support Shares Canadian Natural Resources (NYSE: CNQ) shares rose

(NYSE: CNQ) shares rose about 1.3% after the company reported strong third-quarter cash generation, record production in several businesses and a...

11-05-26

US DividendsFollow

The UnitedHealth Group (NYSE: UNH) board of directors has authorized payment of a cash dividend of $2.32 per share, to be paid on December 15, 2026, to shareholders of record of common stocks as of the close of business December 7, 2026.

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WS Investor 11-04-26

Corning Incorporated Board of Directors declared a quarterly dividend on October 6, 2026 of $0.28 per share.

The dividend will be payable on December 11, 2026, to shareholders of record on November 13, 2026.

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Global Finance News 10-07-26

The Board of Directors of Trane Technologies plc declared a quarterly dividend of $1.05 per ordinary share, $4.20 per share annualized. The dividend is payable December 31, 2026, to shareholders of record on December 4, 2026.

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Global Finance News 10-07-26

Pfizer Declares $0.43 Fourth-Quarter Dividend, Extending Long-Running Payout Streak

Pfizer (NYSE: PFE) said its board of directors approved a fourth-quarter 2026 cash dividend of $0.43 per share.

The dividend will be payable on December 7, 2026, to shareholders of record at the close of business on November 6.

Pfizer said maintaining — and over the longer term growing — its dividend remains part of the company’s capital allocation strategy.

The payment will mark Pfizer’s 352nd consecutive quarterly dividend, extending the pharmaceutical company’s decades-long record of regular shareholder distributions.

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The Investor 10-06-26

Dividend Growth Stocks: Cisco Systems, Inc. (CSCO) Dividend Stock Analysis

Your source for finding the best dividend growth stocks

(dividend-growth-stocks.com)

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The Investor 10-04-26

Honeywell Technologies (NASDAQ: HON) declared a quarterly dividend payment of $0.70 per share on common stock. The dividend is payable on December 4, 2026 to holders of record at the close of business on November 13, 2026.

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Global Finance News 09-25-26

Texas Instruments Incorporated (TI) (Nasdaq: TXN) announced it will raise its quarterly cash dividend 7%, from $1.42 per share to $1.52. The dividend will be payable November 10, 2026, to stockholders of record on October 30, 2026, contingent upon formal declaration by the board of directors at its regular meeting in October.

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Global Finance News 09-19-26

Keurig Dr Pepper (NASDAQ: KDP) announced that its Board of Directors has declared a regular quarterly cash dividend of $0.23 per share, payable in U.S. dollars, on the Company's common stock. The regular quarterly dividend will be paid on October 9, 2026 to shareholders of record on September 28, 2026.

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The Investor 09-17-26

Bristol Myers Squibb (NYSE: BMY) today announced that its Board of Directors has declared a quarterly dividend of sixty-three cents ($0.63) per share on the $0.10 par value common stock of the company.

The dividend is payable on November 2, 2026, to stockholders of record at the close of business on October 2, 2026.

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WS Investor 09-16-26

Danaher Corporation (NYSE: DHR) announced today that its Board of Directors has approved a regular quarterly cash dividend of $0.40 per share of its common stock, payable on October 30, 2026 to holders of record on September 30, 2026.

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WS Investor 09-16-26

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GoldFollow

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Gold Extends Rally While Brent Rebounds After Sharp Selloff

Gold and Brent crude both moved higher on Thursday, although the two markets were reacting to different forces.

Gold futures rose about 1.5% to $4,135 an ounce, extending the previous session’s strong advance. The move comes after gold surged alongside a softer U.S. dollar and lower Treasury yields, conditions that typically support non-yielding bullion. Safe-haven demand also remains elevated amid geopolitical uncertainty.

Brent crude futures climbed about 0.7% to $95.31 a barrel, recovering part of the previous session’s steep decline. Oil had fallen sharply as signs of possible diplomacy involving Iran reduced fears of prolonged supply disruption in the Middle East.

The rebound in Brent suggests some stabilization after the selloff, but crude remains sensitive to any change in geopolitical expectations or supply risk.

Gold, meanwhile, continues to benefit from a more supportive macro backdrop, with softer yields and persistent geopolitical uncertainty reinforcing demand for defensive assets.

The divergence remains notable: oil is attempting to recover from a geopolitically driven collapse, while gold is holding near elevated levels as investors continue to seek protection against uncertainty.

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Global Finance News 11-05-26

Gold and Bitcoin Rally as Democratic Midterm Sweep Reshapes U.S. Market Outlook

Gold and Bitcoin moved sharply higher on Wednesday while market volatility declined as investors digested a sweeping Democratic victory in the U.S. midterm elections that handed the party control of both the House and Senate.

Democrats captured both chambers of Congress in the November 3 elections, creating a divided government with Republican President Donald Trump and raising expectations that parts of the administration’s legislative agenda could face greater resistance during the second half of his term.

Gold futures jumped 2.9% to about $4,055 an ounce in early trading, rebounding strongly above the $4,000 level. The move coincided with a weaker U.S. dollar and a post-election rally in Treasuries. The move is particularly notable because gold had struggled as a traditional safe haven in the weeks leading into the election. The post-election rebound suggests that falling yields, dollar weakness and renewed political uncertainty may be providing support for the non-yielding metal.

Bitcoin also recovered strongly, rising 1.6% to around $78,200 after briefly falling below $76,000 overnight. The rebound came as broader risk sentiment stabilized following the election result. Lower interest-rate expectations can provide support for speculative assets such as cryptocurrencies, although Bitcoin has also been dealing with crypto-specific volatility following recent market disruptions.

Treasury markets showed an important shift around the election. The 10-year yield had closed November 3 at about 4.95%, up 1.2% on the day, but yields subsequently moved lower as investors assessed the implications of Democratic congressional control.

Meanwhile, the CBOE Volatility Index fell 8.2% to 19.13. The decline in the VIX suggests that the removal of election uncertainty outweighed immediate concerns about political confrontation in Washington.

The market response therefore presents an unusual combination: gold is benefiting from lower yields and political uncertainty, Bitcoin is rebounding alongside improving risk appetite, and volatility is declining as investors gain greater clarity over the political landscape.

The Democratic sweep could still create significant sector-level consequences. With Congress now positioned to challenge Trump administration policies and increase oversight, markets are likely to focus increasingly on fiscal spending, tariffs, energy policy and regulation of the rapidly expanding AI and data-center industries.

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European Investor 11-04-26

Brent Crude Rebounds While Gold Falls as Middle East Tensions Shift Inflation Expectations

Brent crude rose while gold moved sharply lower on Tuesday, as renewed Middle East tensions pushed energy prices higher but also strengthened concerns that inflation could remain elevated.

Brent futures climbed about 1.9% to $106.71 a barrel, reversing part of the previous session’s steep decline. The rebound followed renewed geopolitical tensions involving the U.S. and Iran, which brought supply risks back into focus after hopes for diplomatic progress had reduced the oil market’s risk premium.

Oil prices moved higher after reports of a U.S. strike on Iran’s Qeshm Island, while comments from Iranian officials suggested the two sides remain far apart on a potential agreement. The developments revived concerns over Middle East supply disruptions and restored part of the geopolitical risk premium that had been removed from prices a day earlier. (Reuters)

The move suggests traders are once again pricing in the possibility of disruptions to regional energy flows, particularly if tensions spread to shipping routes or critical oil infrastructure. Brent had fallen sharply a day earlier as expectations for negotiations increased, making Tuesday’s rebound largely a reassessment of those assumptions.

Gold moved in the opposite direction. Futures fell about 1.5% to $3,910.10 an ounce, extending pressure on bullion despite the increase in geopolitical uncertainty.

The decline appears to reflect the inflation and interest-rate implications of higher oil prices. A renewed rise in energy costs can increase inflation expectations and reinforce the case for tighter or more prolonged restrictive monetary policy. Higher interest rates and bond yields generally reduce the relative appeal of non-yielding assets such as gold.

The contrasting moves in Brent and gold highlight how the same geopolitical event can affect asset classes differently. Oil is benefiting directly from renewed supply-risk concerns, while gold is facing pressure from the possibility that higher energy prices could keep inflation and interest rates elevated.

Near-term direction for both markets is likely to remain tied to developments between Washington and Tehran. Further escalation could support crude prices, while gold may continue to depend more heavily on how the conflict affects Treasury yields, the U.S. dollar and expectations for Federal Reserve policy.

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Global Finance News 11-03-26

Gold and Silver Rise After Weak U.S. Jobs Data Boosts Rate-Cut Expectations

Gold and silver moved higher on Friday after weaker-than-expected U.S. employment data strengthened expectations for a more accommodative Federal Reserve policy outlook.

December gold futures rose 0.57% to about $4,226 per ounce, while December silver futures gained 1.09% to around $61.84.

The move followed a notably soft September jobs report. Nonfarm payrolls increased by just 29,000, well below expectations of 89,000, while the unemployment rate rose to 4.2%. Wage growth also cooled, with average hourly earnings rising 3.0% year over year, below the 3.2% consensus.

For precious metals, weaker labor-market data are supportive because they can increase expectations for lower interest rates and reduce the opportunity cost of holding non-yielding assets such as gold and silver.

Silver outperformed gold during the session, with the stronger percentage gain also reflecting its higher volatility and dual role as both a precious and industrial metal.

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WS News 10-02-26

Gold, Silver and Bitcoin Fall as Rising Treasury Yields Pressure Alternative Assets

Gold, silver and Bitcoin moved sharply lower on Monday as rising U.S. Treasury yields and renewed inflation concerns weighed on assets that do not generate income.

Gold futures fell 3.9% to about $4,151.80 an ounce, while silver dropped 5.5% to $61.24. Bitcoin declined 1.9% to around $82,924, extending the broader risk-off move across markets.

The selloff comes as U.S. bond yields continue to climb, with the 10-year Treasury yield moving above 5.2%. Higher yields increase the opportunity cost of holding gold and silver, while also tightening financial conditions for speculative assets such as Bitcoin.

Rising oil prices are adding to the pressure by pushing inflation expectations higher. That makes investors less confident that the Federal Reserve will be able to ease monetary policy quickly and increases the possibility that interest rates remain elevated for longer.

Silver is underperforming gold because it carries both precious-metal and industrial exposure, making it more sensitive to shifts in growth expectations and market volatility. Bitcoin is also being pressured by the same higher-rate environment as investors reduce exposure to riskier assets.

The common theme across all three markets is the sharp rise in real and nominal yields. Unless Treasury yields stabilize, gold, silver and Bitcoin could remain vulnerable despite their different long-term investment narratives.

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The Investor 09-28-26

Gold steadies above $4,300 as oil eases and yields stay high - Kitco AM Report | Kitco News

Gold steadies above $4,300 as oil eases and ...

(kitco.com)

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The Investor 09-21-26

Gold and Bitcoin Rise as Investors Seek Safety and Risk Exposure After Fed Decision

Gold and Bitcoin moved higher Friday, with both assets benefiting from shifting expectations around inflation, interest rates and broader market risk sentiment.

December gold futures rose 0.60% to about $4,426 an ounce, extending gains as investors continued to assess the Federal Reserve’s latest rate increase and the outlook for inflation. Gold remained supported by demand for defensive assets, even as oil prices retreated and some immediate geopolitical supply concerns eased.

Bitcoin climbed 2.13% to around $78,019, recovering further from recent weakness. The cryptocurrency moved steadily higher through the session and briefly approached $78,500 as risk appetite improved.

The moves reflect different parts of the same macro environment. Gold is benefiting from continued demand for inflation protection and safe-haven exposure, while Bitcoin is drawing support from stronger appetite for higher-risk assets and renewed interest in crypto after the Fed’s policy decision reduced some uncertainty around the near-term rate outlook.

For both markets, the next major drivers are likely to be U.S. inflation data, Treasury yields, the dollar and any further signals from Federal Reserve officials about the possibility of additional rate increases.

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European Investor 09-18-26

Gold price holding near session highs as US pending home sales rise 0.3% | Kitco News

Gold price holding near session highs as ...

(kitco.com)

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The Investor 09-17-26

Gold Rises Nearly 1% as Treasury Yields and Dollar Ease Ahead of Fed Decision

Gold prices moved higher Wednesday, with December futures rising 0.98% to around $4,375 an ounce, recovering after recent pressure as investors prepared for the Federal Reserve’s interest-rate decision later in the day.

The rebound was supported by a pullback in U.S. Treasury yields and a softer dollar. The 10-year Treasury yield had climbed above 5% on Tuesday, its highest level since 2007, before easing Wednesday. Lower yields improve the relative appeal of non-yielding assets such as gold and bitcoin.

Oil prices also retreated after their recent surge, easing some concerns that higher energy costs could intensify inflation. Markets nevertheless continue to expect the Fed to raise rates by 25 basis points, making the central bank’s guidance on the path of future rates particularly important for gold.

Geopolitical uncertainty in the Middle East continues to provide some safe-haven support. For gold, the immediate focus is now on whether the Fed’s message pushes Treasury yields and the dollar higher again.

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European Investor 09-16-26

Gold Slides as Treasury Yields Surge, While Oil Rally Fuels Fed Rate-Hike Bets

Gold prices fell sharply on Tuesday as surging U.S. Treasury yields and growing expectations for a Federal Reserve rate hike outweighed safe-haven demand generated by geopolitical tensions.

December gold futures dropped 1.13% to around $4,302.60 an ounce. The benchmark 10-year U.S. Treasury yield climbed above 5%, reaching its highest level since 2007, increasing the opportunity cost of holding non-yielding gold.

Oil prices are adding to the pressure. Brent crude remained above $100 a barrel, futures up 1.76% at $102.77. Escalating Middle East tensions and risks to energy infrastructure have intensified concerns that elevated oil prices could keep inflation persistent.

Those concerns have dramatically shifted expectations for this week’s Fed meeting. Markets are now pricing roughly a 90% probability of a 25-basis-point rate increase, compared with much lower expectations before the latest inflation and energy-price developments.

The combination of higher oil prices, rising Treasury yields and increasingly hawkish Fed expectations is currently overpowering gold’s traditional geopolitical safe-haven support. Investors will now focus on Wednesday’s Fed decision and, particularly, signals about whether further rate increases could follow.

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Global Finance News 09-15-26

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S&P 500Follow

U.S. Jobless Claims Fall to 189,000 as Tech Stocks Slide

U.S. initial jobless claims fell to 189,000, below the 197,000 forecast and down from 195,000 previously, pointing to continued resilience in the labor market.

Continuing jobless claims, however, increased to 1.718 million from 1.695 million, slightly above the 1.710 million forecast. The combination suggests layoffs remain low, while workers already unemployed may be taking somewhat longer to find new jobs.

U.S. equities traded mixed following the data. The Dow Jones Industrial Average rose about 0.54%, while the S&P 500 fell 0.32% and the Nasdaq declined 1.12%.

The stronger initial claims reading may reinforce expectations that the labor market remains relatively firm, potentially limiting the case for faster monetary easing. The heavier decline in the Nasdaq suggests rate-sensitive technology stocks were under greater pressure, while the Dow showed relative strength.

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The Investor 11-05-26

U.S. Stock Futures Rally After Democratic Midterm Sweep as ADP Employment Matches Prior Month

U.S. stock futures moved sharply higher on Wednesday as investors digested the Democratic sweep of both chambers of Congress and a stronger-than-expected private-sector employment report.

Dow futures climbed about 2.1%, S&P 500 futures rose 1.1%, while Nasdaq futures gained 0.4%. The broader move followed confirmation that Democrats won control of both the House and Senate in the November 3 midterm elections, creating a divided government with Republican President Donald Trump.

Labor-market data also provided support. ADP reported that U.S. private payrolls increased by 86,000 in October, matching the previous month’s reading and exceeding the 67,000 forecast. The result points to continued hiring momentum, although employment growth remains relatively moderate.

The market reaction suggests investors are balancing two themes. The election outcome has increased expectations that large legislative changes may become more difficult, while the ADP report indicates the labor market has not weakened sharply. Together, those factors supported cyclical shares and helped push Dow futures substantially higher.

The Nasdaq’s smaller gain also reflects a more complicated post-election backdrop for technology stocks. Democratic victories have increased investor focus on possible tighter oversight of AI infrastructure and data-center development, particularly after election campaigns in several states highlighted concerns over energy use, utility costs and local opposition to new data centers.

Overall, the combination of greater political clarity and resilient employment data is supporting U.S. equities ahead of the opening bell. However, investors are likely to remain focused on how the new congressional balance may affect fiscal policy, AI regulation and future Federal Reserve decisions.

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WS Investor 11-04-26

U.S. Stocks Rise as Oil Plunges and ISM Manufacturing Beats Forecasts

U.S. stocks extended gains Monday as sharply lower oil prices eased inflation concerns and stronger-than-expected ISM manufacturing data supported confidence in the economy.

The Dow Jones rose 1.03% to 52,304.31, the Nasdaq gained 0.87% to 25,658.79, and the S&P 500 advanced 0.62% to 7,627.00.

Brent crude fell more than 6% to around $106.41 a barrel. The sharp decline in energy prices provides a favorable backdrop for equities by reducing concerns over fuel-driven inflation and potentially lowering costs for businesses and consumers.

Economic data also offered support. The ISM Manufacturing PMI increased to 55.5 in October, beating the 54.5 forecast and improving from 54.5 previously. The reading remained well above the 50 threshold, indicating continued expansion in U.S. manufacturing activity.

At the same time, the ISM Manufacturing Prices index eased to 75.2 from 77.9 and came in below the 77.2 forecast. Although input-price pressures remained elevated, the decline provided some reassurance on the inflation outlook. Manufacturing employment slipped slightly to 52.4 from 52.7 but remained in expansion territory.

Construction spending was the major weak point, falling 1.9% month over month in September compared with expectations for a 0.4% increase and a previous 2.0% gain.

Overall, the rise in U.S. indexes appears to reflect a combination of sharply lower oil prices, stronger manufacturing activity and some moderation in manufacturing price pressures. The weak construction spending figure limited the otherwise positive macro picture but was not enough to offset the broader improvement in investor sentiment.

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European Investor 11-02-26

U.S. Stocks Trade Mixed as Wider Trade Deficit Offsets Inventory Growth

U.S. stocks were mixed after fresh economic data showed a wider-than-expected goods trade deficit alongside stronger retail inventory growth. The S&P 500 rose 0.15% and the Dow gained 0.27%, while the Nasdaq was nearly unchanged, down 0.01%.

The U.S. goods trade deficit widened to $134.90 billion in September, larger than the $130.40 billion consensus estimate and the previous $132.07 billion deficit. The deterioration suggests imports continued to outpace exports and could weigh on the trade component of third-quarter GDP calculations.

Retail inventories excluding autos increased 0.4% in September, accelerating from 0.1% previously. Higher inventories can provide some near-term support to GDP, although persistent inventory accumulation can become a negative signal if it reflects weaker-than-expected final demand.

Overall, the releases offered a mixed economic signal: stronger inventory accumulation was offset by a larger trade deficit, helping explain the relatively subdued reaction across major U.S. equity indexes.

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WS Investor 10-28-26

Wall Street Rises as Strong Consumer Confidence Offsets Mixed U.S. Economic Data

U.S. stocks moved higher Tuesday, with the Nasdaq gaining 1.19%, the S&P 500 rising 0.66% and the Dow Jones adding 0.14%, as investors digested a mixed batch of economic data.

Conference Board Consumer Confidence climbed to 91.7 in October, well above the 81.2 forecast and up from 84.2 previously. The stronger-than-expected reading pointed to improved household sentiment and provided the clearest positive signal from the day’s releases.

New home sales also came in better than expected at an annualized 676,000 in September, compared with the 651,000 forecast, although sales edged down from 680,000 previously.

Other indicators were softer. Building permits slipped to 1.398 million, slightly below the 1.400 million forecast and 1.403 million prior reading. Weekly ADP employment growth slowed to 16,800 from 18,500, suggesting some moderation in private-sector hiring.

Durable goods orders rose 1.8% in September, a sharp improvement from the prior 0.1% increase but slightly below the 2.0% consensus estimate.

Overall, the data presented a mixed economic picture, with stronger consumer confidence and housing demand offsetting softer employment and building activity. The stronger move in the Nasdaq suggests risk appetite remained relatively firm despite the uneven macro signals.

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European Investor 10-27-26

Wall Street Falls as Mixed Jobless Claims and Surging Oil Keep Rate and Inflation Concerns in Focus

U.S. stocks traded lower after the latest labor-market data sent a mixed signal while a sharp rise in crude oil added to inflation concerns.

Initial jobless claims fell to 194,000, better than the 200,000 consensus estimate and down from 200,000 previously. The reading suggests layoffs remain relatively contained and the labor market is still holding up.

Continuing jobless claims, however, rose to 1.728 million, above the 1.720 million forecast and up from 1.703 million previously. That points to some difficulty for unemployed workers in finding new jobs even as new layoffs remain low.

Equities were under pressure, with the S&P 500 down about 0.78%, the Dow Jones Industrial Average off 0.15%, and the Nasdaq falling roughly 1.42%. The heavier Nasdaq decline suggests continued pressure on rate-sensitive growth and technology stocks.

At the same time, Brent crude climbed about 2.4% to $111.48 per barrel. Higher oil prices can complicate the inflation outlook by increasing energy and transportation costs, potentially reinforcing concerns that the Federal Reserve may need to keep monetary policy restrictive for longer.

Overall, the combination of resilient initial claims and rising oil prices appears to be weighing on risk appetite, even as the increase in continuing claims points to some underlying softening in the labor market.

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WS News 10-22-26

Wall Street Trades Mixed as Hotter PPI and Strong Retail Sales Reinforce Rate Concerns

U.S. stocks traded mixed after a batch of economic data showed stronger consumer spending, hotter producer inflation and continued labor-market resilience. The S&P 500 fell 0.26% to 7,698.99 and the Nasdaq dropped 0.86% to 26,463.05, while the Dow Jones Industrial Average rose 0.55% to 51,907.65.

September retail sales increased 0.8% month over month, well above the 0.3% consensus estimate, although growth slowed from 1.3% previously. Core retail sales rose 0.9%, also beating the 0.6% forecast but easing from 1.4%.

Inflation data were more concerning. Producer prices jumped 1.3% month over month, more than double the 0.6% expected and sharply above the prior 0.5% increase. Core PPI rose 0.7%, compared with a 0.3% forecast and 0.2% previously.

The labor market remained firm. Initial jobless claims were 199,000, matching expectations and little changed from 198,000, while continuing claims came in at 1.710 million, exactly in line with forecasts and slightly below 1.714 million previously.

Manufacturing data were also much stronger than expected, with the New York Empire State Manufacturing Index jumping to 25.5 in October from 7.6, far above the 12.1 consensus estimate.

The data combination points to an economy that remains resilient but is also experiencing renewed inflation pressure. That backdrop may reinforce expectations for interest rates to remain elevated for longer, which appears to be weighing particularly on the rate-sensitive Nasdaq even as the Dow moves higher.

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The Investor 10-15-26

Wall Street Falls as September Inflation Comes in Hotter Than Expected

U.S. stocks moved lower after September inflation data showed broader price pressures remained firmer than economists expected. The S&P 500 fell 0.76% to 7,745.85, while the Nasdaq dropped 0.99% to 26,934.31. The Dow Jones Industrial Average declined 0.14% to 51,597.18.

Headline CPI increased 0.6% month over month in September, matching expectations but accelerating from 0.4% in August. On a year-over-year basis, inflation rose to 3.7%, above the 3.6% consensus estimate and up from 3.4% previously.

More importantly for the Federal Reserve outlook, core inflation also came in hotter than expected. Core CPI rose 0.3% month over month versus the 0.2% forecast, while the annual core rate accelerated to 2.6% from 2.4%, also exceeding the 2.5% consensus estimate.

The combination of higher headline inflation and an upside surprise in core prices suggests underlying inflation pressures remain persistent. That could reduce expectations for near-term monetary easing or reinforce the case for keeping interest rates elevated for longer.

The Nasdaq’s larger decline is consistent with renewed rate concerns weighing more heavily on growth and technology stocks, while the relatively smaller move in the Dow suggests a more defensive market response.

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Global Finance News 10-14-26

Wall Street Trades Mixed as U.S. Housing Data Beats Expectations

U.S. stocks traded mixed Tuesday as investors digested stronger-than-expected housing data alongside another increase in weekly private-sector employment.

The S&P 500 slipped 0.07% to 7,801.82, while the Nasdaq Composite fell 0.11% to 27,217.00. The Dow Jones Industrial Average was slightly higher, gaining 0.04% to 51,868.87.

U.S. existing home sales increased to an annualized 3.99 million units in September, above expectations of 3.95 million and up from 3.93 million previously. On a monthly basis, sales rose 1.5%, significantly stronger than the expected 0.8% decline and reversing the previous month’s 3.2% drop.

Separately, ADP’s weekly employment measure showed private payrolls increasing by 24,800, up from 23,800 in the previous reading.

The data points to continued resilience in parts of the U.S. economy, particularly housing and employment. However, the relatively muted equity-market reaction suggests investors remain cautious about how stronger economic activity could influence the Federal Reserve’s interest-rate outlook.

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European Investor 10-13-26

U.S. Stocks Edge Higher as Brent Crude Holds Near $104

U.S. stocks opened modestly higher on Thursday, with the S&P 500 up 0.27% at 7,786.27, the Dow Jones Industrial Average gaining 0.28% to 51,375.78, and the Nasdaq rising 0.34% to 27,285.85.

Brent crude was trading at $103.89 per barrel, down 0.37% on the day, after moving between roughly $102.50 and $103.90 during the session. Oil remains at elevated levels despite the slight decline.

The combination of firm equity markets and Brent holding above $100 suggests investors are balancing resilient risk appetite against continued inflation concerns from high energy prices. Elevated crude can increase transportation and input costs across the economy, potentially keeping some pressure on headline inflation.

For equities, the near-term question is whether oil prices stabilize around current levels or resume their recent rise. A renewed move higher in crude could revive concerns over inflation and interest rates, while a pullback would provide some relief to broader market sentiment.

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Global Finance News 10-09-26

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NYSE:VEEVFollow

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UCB Selects Veeva Vault CRM for Global Commercial Operations

Veeva Systems (NYSE: VEEV) said UCB has selected Veeva Vault CRM as its global customer engagement platform.

Vault CRM is designed specifically for life sciences and combines CRM capabilities with industry-focused AI to support commercial execution, product launches and customer engagement.

UCB said the platform will provide a scalable technology foundation for its commercial operations worldwide.

Vault CRM is part of Veeva’s broader CRM Suite, which includes agentic capabilities such as Agentic Call Report to help commercial teams identify treatment barriers and generate customer insights.

The deal expands Veeva’s adoption among large pharmaceutical companies and reinforces its position in life sciences commercial technology.

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WS Investor 11-04-26

Veeva Basics Gains Traction With More Than 175 Emerging Biotech Customers

Veeva Systems (NYSE: VEEV) said more than 175 emerging biotechnology companies are now using Veeva Basics, its pre-configured application suite designed to help smaller life sciences companies establish scalable technology infrastructure early in the drug-development process.

The platform includes applications across clinical, regulatory, quality, medical and commercial functions, with deployment designed to take weeks rather than requiring lengthy custom implementations. Veeva said the approach allows biotechs to standardize operations while reducing IT complexity and supporting future growth.

One use case highlighted by the company is regulatory publishing. Veeva Submissions Publishing Basics allows biotech companies to bring submission preparation and health-authority interactions in-house rather than relying entirely on outsourced providers, giving teams greater control over regulatory timelines and processes.

Whitehawk Therapeutics said Veeva Basics helped it replace paper-based processes without requiring a dedicated IT team or extensive customization. Structure Therapeutics similarly said bringing submission publishing in-house improved quality control and accelerated regulatory timelines.

The offering is built on Veeva’s Vault Platform, allowing customers to expand their technology infrastructure as they progress from early-stage development toward commercialization.

The milestone highlights Veeva’s growing penetration among smaller biotech companies, extending its life sciences cloud strategy beyond large pharmaceutical customers and into earlier-stage drug developers.

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Global Finance News 10-07-26

Veeva DQS Processes Data From More Than 1 Million Clinical Trial Subjects

Veeva Systems (NYSE: VEEV) said its Data Quality System has now aggregated and cleaned clinical trial data for more than 1 million subjects across over 1,000 studies.

The platform has generated more than 500,000 automated queries, helping sponsors and research sites reduce the time and manual effort required for data reconciliation and preparation of analysis-ready datasets.

Veeva DQS automates clinical data workflows, supports risk-based quality management and uses AI to classify study data based on its purpose and criticality. The system can also integrate with Veeva CTMS to flag changes such as protocol deviations and help teams track key risk indicators.

The company said the growing volume and complexity of clinical trial data are increasing demand for automated data management tools that can accelerate study reviews and regulatory submissions.

Veeva also recently introduced its Study Builder Agent, which can configure Veeva EDC and DQS directly from a clinical study protocol, further expanding the company’s use of AI across life sciences software workflows.

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The Investor 10-06-26

Servier Adopts Veeva OpenData Across More Than 80 Countries to Support AI Expansion

Veeva Systems announced that French pharmaceutical company Servier is standardizing customer reference data across more than 80 countries using Veeva OpenData, creating a unified data foundation intended to support broader adoption of artificial intelligence.

The deployment builds on Servier’s existing use of Veeva Link Key People and is designed to harmonize customer data across markets, reduce fragmentation and give commercial and medical teams more consistent access to healthcare professional information.

Servier said the initiative will create a globally unified semantic layer and improve connectivity between OpenData and Veeva Link, helping affiliates identify and engage the right healthcare professionals more efficiently.

Veeva OpenData is part of Veeva Data Cloud, which also includes Veeva Link and Veeva Compass. The platform is designed to centralize customer reference data and provide a more standardized foundation for analytics and AI applications.

The agreement reflects the growing importance of data quality and consistency as life sciences companies seek to scale AI across commercial, medical and operational workflows.

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The Investor 09-30-26

Veeva Launches AI Study Builder Agent to Configure Clinical Studies in as Little as One Day

Veeva Systems (NYSE: VEEV) announced Veeva Study Builder Agent, a new AI solution designed to configure clinical studies directly from a study protocol, potentially reducing study-build timelines to as little as one day.

The agent configures Veeva EDC forms, visits and edit-check rules, as well as CQL-based listings in Veeva DQS. It also automates testing and test-data generation. By reusing an organization’s existing standards and leveraging the CDISC Unified Study Definitions Model, Veeva said the system can produce faster, more consistent and audit-ready study builds.

Study Builder Agent is intended to reduce manual configuration work while limiting deviations from established clinical-data standards. Veeva said the product is part of its broader strategy to simplify, standardize and connect clinical trial operations through AI-driven automation.

The solution is planned for early adopter availability in December 2026, will be included with Veeva EDC at no additional license cost, and will be delivered as a Claude Cowork plugin through a Veeva-managed GitHub repository.

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Global Finance News 09-25-26

Amgen Selects Veeva Vault CRM for Global Deployment

Veeva Systems (NYSE: VEEV) announced that Amgen plans to deploy Veeva Vault CRM globally, expanding a technology partnership between the two companies that has lasted for more than a decade.

Amgen will use Vault CRM as part of its commercial infrastructure to support the global launch and delivery of new therapies. The company said the platform should help it operate with greater speed and agility as it brings medicines to patients worldwide.

Vault CRM is part of Veeva’s broader Vault CRM Suite, which is designed specifically for life sciences companies and increasingly incorporates agentic AI into commercial workflows. Features include Agentic Call Report, which can generate commercial evidence and help identify potential barriers affecting treatment adoption.

The Amgen win represents a significant enterprise deployment for Veeva and reinforces its position in life-sciences CRM as pharmaceutical companies increasingly integrate AI agents, industry-specific data and automation into their commercial operations.

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The Investor 09-15-26

Veeva Introduces Falcon Safety AI Platform to Automate Drug Safety Operations

Veeva Systems (NYSE: VEEV) announced Tuesday Veeva Falcon Safety, a new agentic AI product designed to automate and streamline pharmacovigilance operations for biopharmaceutical companies.

Falcon Safety will support adverse-event intake, case processing and follow-up, with the goal of reducing operating costs and processing times while maintaining regulatory compliance. The product is part of Veeva AI, the company’s portfolio of industry-specific artificial intelligence solutions for life sciences.

Importantly, Falcon Safety will not be limited to customers using Veeva’s own Safety platform. The product is designed to work with any E2B-compliant safety system, including competing platforms such as Oracle Argus and ArisGlobal LifeSphere MultiVigilance, and across different adverse-event intake channels.

That interoperability could significantly expand Falcon Safety’s addressable market by allowing pharmaceutical companies to adopt Veeva’s AI capabilities without replacing their existing pharmacovigilance infrastructure.

The launch also demonstrates how Veeva is extending AI deeper into specialized, highly regulated life-sciences workflows, where automation can potentially generate meaningful productivity improvements. Falcon Safety is scheduled to become available to early adopters in November 2026.

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WS Investor 09-01-26

Veeva Systems Jumps 8% Premarket as AI Momentum and Strong Q2 Results Lift Outlook

Veeva Systems (NYSE: VEEV) shares are up about 8% in premarket trading after the life sciences software company reported fiscal second-quarter results above its guidance across all key metrics and raised its full-year outlook.

Revenue increased 18% year over year to $928 million, while subscription revenue rose 16% to $766.8 million. Profitability grew even faster, with GAAP operating income jumping 40% to $275 million. Non-GAAP EPS increased to $2.35 from $1.99 a year earlier.

AI and Vault CRM strengthen growth story

Investor enthusiasm also appears tied to Veeva's accelerating AI strategy. Vault CRM recorded its best quarter ever, while the company said development of its Veeva Falcon agentic AI platform is progressing rapidly. Falcon currently has five early adopters and remains on track for initial deployments this year.

Vault CRM adoption continues to expand, with more than 180 customers live and commitments from 12 of the world's top 20 biopharma companies.

Management said its full-year outlook improved across the board. Veeva now expects FY2027 revenue of $3.682 billion-$3.687 billion, non-GAAP operating income of approximately $1.64 billion and non-GAAP EPS of about $9.21.

The 8% premarket rally appears driven by the combination of better-than-guided results, strong subscription growth, expanding margins and growing evidence that Veeva's AI products could become an important new growth engine within its already strong life sciences software franchise.

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European Investor 08-27-26

Veeva Systems Stock Rises 3.1% as Barclays Raises Price Target to $275

Veeva Systems (NYSE: VEEV) shares are up 3.1% after Barclays raised its price target on the cloud software company, providing a positive catalyst as the firm maintained its Overweight rating.

Barclays analyst Saket Kalia increased the price target for Veeva Systems from $235 to $275. With Veeva trading around $245.65, the new target implies approximately 12% upside.

Why the Barclays Target Increase Is Positive for Veeva

The size of the revision is notable. Barclays lifted its target by $40, or roughly 17%, while retaining its bullish Overweight recommendation. The new $275 target is also comfortably above the stock's price in the report, indicating that Barclays continues to see additional upside even after today's 3.1% gain.

Veeva occupies a distinctive position within the enterprise software sector because of its specialization in cloud applications for the life sciences industry. Its products support pharmaceutical and biotechnology companies across areas including clinical development, regulatory processes, quality management, safety, medical affairs and commercial operations.

This vertical specialization creates a relatively strong competitive position. Life sciences customers operate in highly regulated environments, making industry-specific software, data management and regulatory capabilities particularly important. Once these systems become embedded in customers' workflows, switching providers can also become operationally complex.

## AI and Life Sciences Software Provide Longer-Term Growth Opportunities

Veeva is also positioned at the intersection of enterprise software, healthcare technology and the broader digital transformation of pharmaceutical development. Increasing use of data analytics and AI across drug development and commercial operations could expand demand for integrated cloud platforms capable of managing increasingly complex life-sciences workflows and data.

Unlike more general enterprise software companies, Veeva's concentration on life sciences gives investors relatively direct exposure to technology spending within pharmaceutical and biotechnology companies.

Barclays' decision to raise its target from $235 to $275 while maintaining an Overweight rating reinforces that growth thesis. With the new target implying about 12% upside from $245.65, the analyst action appears to be a key factor supporting Veeva Systems shares today.

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European Investor 08-18-26

Veeva Systems Expands Lilly Partnership With Global Vault CRM Rollout

Veeva Systems (NYSE: VEEV) announced that Eli Lilly and Company has selected Veeva Vault CRM for deployment across its global operations, expanding the companies’ existing strategic relationship.

Vault CRM is part of Veeva’s CRM Suite and is designed to support an AI-enabled commercial model for life sciences companies. The platform combines CRM applications, data and agentic AI capabilities aimed at improving interactions between pharmaceutical companies and healthcare professionals.

Lilly said the transition to Vault CRM will support its efforts to bring new medicines to more patients worldwide.

The selection represents a significant customer win for Veeva given Lilly’s scale as a global pharmaceutical company. It also reinforces Veeva’s position in life-sciences cloud software as the company expands AI capabilities across its commercial platform.

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The Investor 08-11-26

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NASDAQ:QCOMFollow

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Qualcomm Plunges 10% Premarket as Handset Weakness and Margin Pressure Overshadow AI Data Center Growth

Qualcomm (NASDAQ: QCOM) shares fell about 10% in premarket trading after the company reported weaker fiscal fourth-quarter revenue and profit, while its near-term outlook highlighted continued margin pressure from rising semiconductor input costs.

Fourth-quarter revenue fell 8% year over year to $10.32 billion, while non-GAAP revenue declined 7% to $10.44 billion. Non-GAAP EPS dropped 28% to $2.17, and QCT earnings before tax fell 26%.

The main weakness came from handsets, where QCT revenue declined 26% to $5.14 billion. By contrast, automotive revenue surged 89% to a record $1.99 billion, while IoT revenue increased 4%.

For fiscal 2027, Qualcomm expects non-handset revenue to grow more than 60% and reiterated its $5 billion data center revenue target, supported by its multi-generational collaboration with Amazon.

However, management also warned that semiconductor input costs are rising across wafers, assembly, testing, packaging and memory. Qualcomm expects pricing actions to fully offset those pressures only in the second half of fiscal 2027.

For fiscal Q1, the company expects revenue of $10.4 billion to $11.2 billion and non-GAAP EPS of $2.15 to $2.35.

The sharp premarket decline appears to reflect investor concern over the 26% drop in handset revenue, lower QCT profitability and near-term cost pressure, despite strong automotive growth and an increasingly important AI data center opportunity.

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Global Finance News 11-05-26

Top Stock Market Highlights of the Week: Apple, Qualcomm, Sembcorp Industries and Mapletree Logistics Trust

We look at Apple's shift to a split iPhone launch strategy, a major AI chip partnership, and two corporate developments from Singapore-listed companies.

(thesmartinvestor.com.sg)

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The Investor 09-12-26

Qualcomm Stock Falls 4.8% Premarket as Smartphone Weakness Overshadows Automotive Growth

Qualcomm (NASDAQ: QCOM) shares fell 4.8% in premarket trading on Thursday after the chipmaker reported lower fiscal third-quarter earnings and revenue, as continued weakness in its smartphone business outweighed strong growth in its automotive and IoT segments.

Revenue declined 4% year-over-year to $9.95 billion, landing near the high end of the company's guidance. GAAP earnings per share fell 23% to $1.87, while non-GAAP EPS decreased 20% to $2.21. CEO Cristiano Amon said the company delivered solid execution despite a challenging memory and supply environment and reaffirmed Qualcomm's long-term diversification strategy.

Handset Business Remains Under Pressure

The biggest drag on results continued to be Qualcomm's core handset business. QCT handset revenue dropped 20% year-over-year to $5.09 billion, driving a 5% decline in total QCT revenue to $8.50 billion.

The weakness was partially offset by continued momentum outside smartphones. Automotive revenue surged 61% to $1.59 billion, marking the company's 23rd consecutive quarter of double-digit growth, while IoT revenue increased 9% to $1.83 billion. Qualcomm also recently completed its acquisition of Modular Inc., expanding its software capabilities for generative and agentic AI applications.

Guidance Meets Expectations

For the fiscal fourth quarter, Qualcomm forecast revenue between $9.7 billion and $10.5 billion and non-GAAP earnings per share of $2.05 to $2.25. The company also noted that higher semiconductor input costs, including wafer fabrication, advanced packaging and memory, are expected to gradually be reflected in pricing, supporting margins over time.

What to Watch

The premarket decline suggests investors remain focused on the pace of recovery in Qualcomm's smartphone business despite continued strength in automotive, IoT and AI-related opportunities. Going forward, the market will closely monitor handset demand, automotive expansion and whether accelerating non-handset revenue growth can offset ongoing weakness in the mobile market.

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European Investor 07-30-26

Qualcomm (NASDAQ: QCOM) gained 3.7% on Thursday after a flurry of analyst actions following the company's recent momentum in AI and semiconductor markets. While opinions remained mixed, the overall tone turned more constructive as several firms upgraded their views or raised price targets.

Barclays upgraded Qualcomm to Overweight from Underweight, while Monness Crespi Hardt also upgraded the stock to Buy. Raymond James initiated coverage with a Strong Buy rating, and RBC Capital Markets and UBS both raised their price targets to $250 and $235, respectively.

The positive actions were partially offset by downgrades from Craig Hallum and Lake Street Capital, while Goldman Sachs initiated coverage with a Neutral rating. Despite the mixed recommendations, the balance of analyst revisions reflected growing confidence in Qualcomm's long-term opportunities in AI-enabled devices, smartphones, automotive, and edge computing.

The stock's advance suggests investors focused on the increasing number of bullish analyst calls and higher price targets, reinforcing optimism that Qualcomm is well positioned to benefit from the expanding AI ecosystem beyond traditional mobile markets.

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European Investor 06-25-26

Micron Technology (NASDAQ: MU) and Qualcomm (NASDAQ: QCOM) fell sharply on Tuesday despite receiving higher price targets from Bank of America, as a broad selloff across semiconductor and technology stocks weighed on investor sentiment.

Micron dropped 7.9% to $1,115.82 after Bank of America raised its price target to $1,500 from $950 and maintained a Buy rating. The sizable increase reflects growing confidence in the memory chip maker's position within the AI infrastructure market, where demand for high-bandwidth memory and advanced data center products continues to expand.

Qualcomm fell 6.9% to $206.55 after Bank of America increased its price target to $195 from $165. Although the firm maintained an Underperform rating, the higher target suggests improving expectations for the company's earnings outlook and AI-related opportunities.

The declines came as investors broadly reduced exposure to semiconductor and AI-related stocks following weakness across the technology sector. The selloff overshadowed otherwise positive analyst commentary and reflected concerns about near-term demand trends and elevated valuations after a strong rally in chip stocks.

Despite Tuesday's weakness, the analyst actions indicate Wall Street remains constructive on long-term semiconductor growth, particularly as artificial intelligence continues to drive investment in advanced computing infrastructure and next-generation devices.

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European Investor 06-23-26

Qualcomm Gains After Cantor Fitzgerald Raises Price Target

Qualcomm (NASDAQ: QCOM) rose 1.7% after Cantor Fitzgerald raised its price target to $200 from $150, while maintaining a Neutral rating on the semiconductor company.

The higher target reflects improving confidence in Qualcomm's ability to benefit from growing artificial intelligence adoption across smartphones, PCs, wearables, and edge computing devices. The company has increasingly positioned itself as a key player in on-device AI, where processing occurs directly on consumer devices rather than in the cloud.

Investor sentiment has also been supported by Qualcomm's recent launch of Snapdragon START, a platform designed to accelerate development of AI-powered smart glasses and other personal AI devices. The initiative expands Qualcomm's presence beyond traditional smartphones and highlights the company's efforts to capitalize on emerging AI hardware opportunities.

Qualcomm continues to benefit from its leadership in mobile processors and wireless connectivity, while diversification into automotive, industrial, and AI-driven products provides additional growth avenues. The company is viewed as a potential beneficiary of a new wave of AI-enabled consumer electronics expected to emerge over the coming years.

Despite maintaining a Neutral rating, Cantor Fitzgerald's substantial price target increase suggests analysts see improving long-term prospects as Qualcomm expands its role in the broader AI ecosystem. The stock's advance indicates investors welcomed the more optimistic valuation outlook and continued momentum in AI-related semiconductor spending.

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Global Finance News 06-22-26

Qualcomm Gains 4.3% as Wells Fargo Raises Price Target on AI and Smartphone Recovery Outlook

Qualcomm (QCOM) rose 4.3% on Friday after receiving a vote of confidence from Wells Fargo, which raised its price target on the semiconductor company from $160 to $230 while maintaining its Equal Weight rating.

The substantial target increase reflects growing optimism about Qualcomm's positioning in several key growth markets, including artificial intelligence-enabled devices, premium smartphones, automotive technology, and edge computing. While Wells Fargo stopped short of issuing a more bullish rating, the higher target suggests analysts see significantly greater earnings potential than previously anticipated.

Investor sentiment toward Qualcomm has improved in recent months as demand for AI-capable smartphones and connected devices continues to strengthen. The company is increasingly viewed as a beneficiary of the next wave of on-device AI adoption, with its Snapdragon processors enabling advanced AI features directly on smartphones, PCs, and other edge devices.

The rally also comes amid broader strength across the semiconductor sector, where investors continue to favor companies exposed to artificial intelligence spending. While much of the market's attention has focused on data-center AI leaders, Qualcomm is emerging as one of the key beneficiaries of AI deployment at the consumer device level.

Wells Fargo's decision to reaffirm its positive view while sharply increasing its price target reinforced investor confidence that Qualcomm's growth opportunities extend beyond the traditional smartphone market. The firm's expanding presence in automotive chips, industrial applications, and AI-powered computing platforms is helping diversify revenue streams and support long-term growth expectations.

Friday's advance suggests investors are increasingly recognizing Qualcomm as an important player in the AI ecosystem, with the target increase serving as another indication that Wall Street expects stronger earnings growth as AI-enabled devices become more widely adopted.

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WS Investor 06-12-26

Qualcomm Jumps 11.7% in Pre-Market as Automotive and AI Momentum Overshadow Handset Weakness

Qualcomm shares are surging 11.7% in pre-market trading, extending an after-hours rally following a Q2 fiscal 2026 earnings report that beat expectations on both revenue and profit, even as near-term headwinds in the handset business temper the longer-term outlook.

The San Diego chipmaker reported non-GAAP EPS of $2.65 on revenue of $10.6 billion, surpassing analyst forecasts of $2.55 EPS and $10.58 billion in revenue. The beat is consistent with the company's strong track record in its diversification drive, which was already evident in the FY2025 full-year results where non-Apple QCT revenues grew 18% year-over-year and combined automotive and IoT revenues rose 27%. (Investing*com)

The standout story remains automotive. Automotive exceeded $5 billion in annualized revenues for the first time in Q2, driven by Qualcomm's fourth-generation Snapdragon Digital Chassis platform covering connectivity, telematics, infotainment and advanced driver assistance. The company expects to exit fiscal 2026 at an automotive run rate above $6 billion. QTL licensing added stability with 5% revenue growth to $1.38 billion and EBT margins above 70%. (Yahoo Finance, Stocktitan)

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WS Investor 04-30-26

Qualcomm (NASDAQ: QCOM) announced a quarterly cash dividend of $0.92 per common share, payable on June 25, 2026, to stockholders of record on June 4, 2026.

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European Investor 04-18-26

Qualcomm urged its shareholders to reject an unsolicited “mini-tender” offer from Tutanota LLC, warning that the proposal is structured to potentially acquire shares at a below-market price.

The offer seeks to purchase up to 500,000 Qualcomm shares—less than 0.05% of outstanding stock—at $150 per share, but is conditional on the company’s share price exceeding that level before expiration. Qualcomm stated that this condition, along with other uncertainties such as financing requirements, could disadvantage investors and delay payment.

Qualcomm emphasized that it is not affiliated with Tutanota and does not endorse the offer, advising shareholders not to tender their shares. The company also noted that investors who have already participated can withdraw their shares before the April 27, 2026 deadline.

The company further highlighted that mini-tender offers typically fall below the 5% ownership threshold, allowing bidders to bypass certain U.S. Securities and Exchange Commission protections. Regulators have cautioned that such offers may attempt to exploit investors who do not compare the offer price with current market values.

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European Investor 04-18-26

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NYSE:CVSFollow

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CVS Health Plans Tax-Free Split Into Two Public Companies by 2028

CVS Health (NYSE: CVS) plans to separate into two independent publicly traded companies, splitting its healthcare solutions operations from its retail pharmacy business. The transaction is expected to be completed in the first half of 2028.

One company, which will retain the CVS Health name, will include Aetna, CVS Caremark, CVS Specialty, Oak Street Health and Signify Health. The second, CVS Pharmacy, will include roughly 9,000 retail pharmacies, mail pharmacy, MinuteClinic and the Health100 technology business.

CVS said the separation should give each business a more focused strategy, independent capital structure and greater flexibility to invest and allocate capital. Both companies are expected to maintain investment-grade ratings and generate strong free cash flow.

The transaction is intended to be tax-free to CVS Health and its shareholders, who are expected to own shares in both companies following the separation.

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WS Investor 11-04-26

CVS Health Plunges 12.5% Despite Higher Guidance as Medical Cost Concerns Persist

CVS Health (NYSE: CVS) shares fell about 12.5% after the company reported stronger third-quarter earnings and raised its full-year outlook, but maintained a cautious view on elevated medical cost trends and potential macroeconomic headwinds.

Third-quarter revenue increased 5.4% year over year to $108.4 billion. Adjusted EPS rose to $2.09 from $1.60, while adjusted operating income increased 21.2% across the company’s operating segments.

The Health Care Benefits segment showed meaningful improvement. Adjusted operating income climbed to $912 million from $314 million, while the medical benefit ratio improved to 91.3% from 92.8%. CVS attributed the improvement mainly to stronger underlying performance in its government business.

Health Services revenue rose 9.5% to $54.0 billion, while adjusted operating income increased 2.7% to $2.11 billion. Pharmacy & Consumer Wellness revenue fell 2.0% to $35.5 billion, but adjusted operating income increased 10.6% to $1.64 billion, supported by core pharmacy strength and contributions from Rite Aid asset acquisitions.

CVS raised its 2026 adjusted EPS guidance to at least $8.20 from a previous range of $7.90-$8.10. GAAP EPS guidance was increased to at least $6.98, while operating cash flow guidance rose sharply to at least $15.5 billion from at least $11.5 billion. :chatgpt-content-reference{index="6"}

However, management also said it remains cautious for the rest of the year because of continued elevated cost trends and possible macroeconomic pressures.

The sharp 12.5% decline suggests investors are looking beyond the headline guidance increase and focusing on the durability of the margin recovery in CVS’s insurance business. The medical benefit ratio improved materially, but it remains elevated, while the company’s explicit warning on cost trends may be raising concerns that recent earnings improvement could prove harder to sustain than the stronger quarterly numbers imply.

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WS Investor 11-04-26

CVS Health’s Aetna Expands Bundled Cancer Prior Authorizations

CVS Health’s Aetna is expanding bundled prior authorizations across all cancer types for eligible Medicaid members, with plans to extend the model across all lines of business in 2027.

The approach allows providers to submit a single prior authorization covering multiple related cancer services, including chemotherapy, immunotherapy, radiation oncology and associated imaging such as MRI and CT scans. Aetna said providers had previously submitted an average of four separate prior authorization requests for each member undergoing cancer treatment.

Aetna said nearly 25% of eligible members are already receiving bundled prior authorizations following the initial rollout. The company expects the expanded process to reduce administrative work and speed patient access to approved treatment services.

The insurer cited provider survey data showing that 74% of respondents viewed administrative burden as their biggest clinical challenge, while 31% identified prior authorization management as the single largest contributor.

Aetna plans to expand eligibility to Medicare and commercial members in the first half of 2027, broadening the program beyond Medicaid.

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The Investor 09-17-26

CVS Health (CVS) Stock Falls 6% Despite Strong Q2 Earnings and Higher Guidance

CVS Health (NYSE: CVS) shares fell around 6% on Wednesday despite reporting strong second-quarter results, raising its full-year earnings guidance, and improving profitability across its healthcare businesses. Investors appeared to focus on management's cautious comments about elevated healthcare costs and macroeconomic uncertainty, overshadowing an otherwise solid quarter.

Strong Earnings and Higher Outlook

CVS reported second-quarter revenue of $106.1 billion, up 7.3% year over year, while adjusted EPS climbed to $2.58 from $1.81 a year earlier. The company also generated $10.6 billion in year-to-date operating cash flow.

Management raised its full-year outlook, now expecting:

* GAAP EPS of $6.84 to $7.04
* Adjusted EPS of $7.90 to $8.10
* Operating cash flow of at least $11.5 billion

The higher guidance reflects continued improvement in the Health Care Benefits and Pharmacy & Consumer Wellness businesses.

Insurance Business Continues to Recover

The company's Health Care Benefits segment remained the biggest earnings driver. Adjusted operating income jumped 85.5% year over year, while the medical benefit ratio improved to 87.4% from 89.9%, reflecting better claims experience and continued execution of CVS's margin recovery strategy.

CVS also continued expanding its GLP-1 weight-loss offerings and AI-powered healthcare tools to improve patient engagement and claims processing.

Why the Stock Fell

Despite the strong results, investors appeared concerned that management maintained a cautious outlook for the remainder of 2026, citing continued elevated healthcare cost trends and potential macroeconomic headwinds.

After several quarters of improving performance, expectations heading into the earnings release were high, and the stronger guidance may not have been enough to offset concerns that healthcare costs could remain a headwind.

What Investors Are Watching

Investors will continue monitoring medical cost trends, the recovery of insurance margins, pharmacy reimbursement conditions, and the rollout of CVS's GLP-1 and AI initiatives. While Wednesday's share decline reflected cautious sentiment, the quarter demonstrated continued operational improvement and stronger earnings momentum across the company's integrated healthcare platform.

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The Investor 08-05-26

CVS Health Jumps 6% After Raising Full-Year Guidance on Insurance Margin Recovery

May 6, 2026 · Earnings Report

CVS Health surged 6% today after reporting first quarter 2026 results that beat expectations and prompted the company to raise its full-year earnings and cash flow guidance, with the Health Care Benefits segment delivering a dramatic improvement that reassured investors who had been watching the insurer's margin recovery closely.

Total revenues for the quarter came in at $100.4 billion, up 6.2% year-over-year, with growth across all three operating segments. GAAP diluted EPS rose to $2.30 from $1.41 in the prior year, while adjusted EPS increased to $2.57 from $2.25, beating expectations. Operating income jumped 38.7% to $4.68 billion, and adjusted operating income grew 12.5% to $5.15 billion. Cash flow from operations was $4.2 billion for the quarter.

The standout was the Health Care Benefits segment, which houses the Aetna insurance business. Adjusted operating income for the segment surged 52.6% to $3.04 billion, as the medical benefit ratio improved sharply to 84.6% from 87.3% a year ago, reflecting better underlying performance in the government business and the absence of a $448 million premium deficiency reserve recorded in the prior year. The improvement validated the company's much-discussed margin recovery plan, which had been a central concern for investors after a difficult 2025. Medical membership stood at 26.0 million as of March 31, down from 27.1 million a year ago, reflecting CVS's exit from the individual exchange business in 2026.

The Health Services segment, which includes pharmacy benefit management, posted revenues up 11.0% to $48.2 billion, though adjusted operating income dipped 7.1% to $1.49 billion due to continued pharmacy client price improvements. The Pharmacy and Consumer Wellness segment, which includes retail pharmacies, saw revenues hold roughly flat at $32.0 billion, with prescription volumes up 3.6% partly aided by the Rite Aid asset acquisitions completed in mid-2025, though adjusted operating income declined 8.8% due to reimbursement pressure and weather-related disruptions.

On the strategic front, CVS announced the launch of Health100, a health technology subsidiary that will use Google Cloud's AI technologies to deliver an integrated health care engagement platform for consumers. The company also unveiled plans for smaller pharmacy-focused retail locations and highlighted meaningful progress on prior authorization reform through Aetna, including approving more than 95% of eligible prior authorizations within 24 hours and eliminating over one million provider calls through automation.

For the full year 2026, CVS raised its GAAP diluted EPS guidance to a range of $6.24 to $6.44, up from the prior range of $5.94 to $6.14. Adjusted EPS guidance was lifted to $7.30 to $7.50 from $7.00 to $7.20, and cash flow from operations guidance was raised to at least $9.5 billion from at least $9.0 billion. The company noted it was maintaining a cautious view for the remainder of the year given continued elevated cost trends and potential macro headwinds.

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Global Finance News 05-06-26

CVS Health® (NYSE: CVS) will hold a conference call on Wednesday, May 6th, 2026, at 8:00 a.m. ET on first quarter 2026 financial results.

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Global Finance News 04-07-26

CVS Health announced that its subsidiary Omnicare has entered into an asset purchase agreement with GenieRx Holdings as part of an ongoing court-supervised sale process.

GenieRx will act as the “stalking horse bidder,” setting a baseline value for Omnicare’s assets while allowing competing bids. The deadline for alternative offers is April 30, with a potential auction scheduled for May 5, 2026.

Omnicare said it will continue operating normally during the process, maintaining pharmacy services for long-term care facilities, including skilled nursing and assisted living communities.

The company emphasized that the agreement reflects continued interest in its business and supports efforts to maximize value while ensuring uninterrupted care for patients.

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Global Finance News 04-03-26

CVS Health announced the opening of its first pharmacy-only CVS Pharmacy location in Chicago, marking the start of a broader rollout of smaller, dedicated pharmacy formats.

The company plans to open nearly 20 such locations in 2026, designed to improve access to medications, vaccinations, and pharmacist consultations, particularly in underserved communities.

These compact, apothecary-style stores focus on core pharmacy services with a limited retail offering, aiming to enhance patient interaction and provide more personalized care.

The initiative reflects CVS’s strategy to adapt its retail footprint and meet evolving healthcare needs, emphasizing in-person pharmacist engagement alongside digital services.

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WS Investor 03-30-26

CVS Health® (NYSE: CVS) has announced that its board of directors has approved a quarterly dividend of $0.665 cents per share on the Common Stock of the Corporation. The dividend is payable on May 4, 2026, to holders of record on April 23, 2026.

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Global Finance News 03-19-26

CVS Health and Google Cloud partner to develop AI-driven healthcare engagement platform

CVS Health and Google Cloud have announced a strategic partnership to develop a new AI-powered healthcare consumer engagement platform through CVS Health’s newly launched technology subsidiary, Health100.

The platform will use Google Cloud’s AI technologies, including Gemini models, Cloud Healthcare API and BigQuery, to create an integrated system that connects patients with pharmacies, healthcare providers, insurers and digital health services. The AI-native platform aims to deliver real-time, personalized health support, improve access to care and help consumers manage healthcare costs.

CVS Health said the Health100 platform is designed to provide an always-on digital health partner that can guide patients through care decisions and connect them with services such as pharmacist-led care management. The platform is expected to launch in 2026 and will allow other healthcare innovators to build applications within its ecosystem.

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The Investor 03-07-26

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Bank of England Holds Rates at 4.00%, Matching Forecast

The Bank of England kept its benchmark interest rate unchanged at 4.00% in November, in line with market expectations.

The decision follows the previous 3.75% rate and therefore represents a 25-basis-point increase from the prior level.

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The Investor 11-05-26

UK Labor Market Strengthens as Employment Jumps and Unemployment Falls

The U.K. labor market showed stronger-than-expected momentum in August, with employment rising sharply and the unemployment rate declining.

Employment increased by 102,000 on a three-month-on-three-month basis, far above the 20,000 consensus estimate and up from the previous increase of 67,000.

The unemployment rate fell to 4.7%, better than the 4.9% forecast and down from 4.9% previously.

The data point to a firmer labor market than economists expected, with stronger hiring and lower unemployment.

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WS News 10-20-26

UK Economy Grows 0.1% in August as Manufacturing and Industrial Output Beat Expectations

The U.K. economy expanded 0.1% month over month in August, outperforming expectations for a 0.1% contraction, although growth slowed from the previous month’s 0.4% increase.

Manufacturing production rose 1.2% month over month, significantly stronger than the 0.1% decline expected by economists and slightly above the previous month’s 1.0% gain.

Industrial production also surprised to the upside, increasing 0.8% versus expectations for a 0.1% decline and accelerating from 0.3% previously.

The trade deficit narrowed to £18.01 billion, better than the £21.90 billion deficit expected and an improvement from the previous reading shown in the data.

Overall, the figures point to more resilient U.K. economic activity than expected, particularly in manufacturing and industrial production.

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WS News 10-15-26

UK Retail Sales Growth Accelerates to 1.0% in September

UK retail sales increased 1.0% year over year in September, according to the BRC Retail Sales Monitor, exceeding expectations for a 0.8% gain and improving from 0.5% growth in the previous month.

The stronger reading suggests consumer spending gained momentum during September despite continued pressure from elevated borrowing costs and broader cost-of-living concerns.

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The Investor 10-13-26

UK House Prices Stabilize in September as Mortgage Rate Holds at 6.58%

UK house prices were unchanged month over month in September, matching market expectations and improving from a 0.3% decline in August.

On an annual basis, the Lloyds House Price Index was also flat at 0.0%, compared with a 0.4% decline in the previous month. The figures suggest the housing market stabilized in September after recent weakness.

Separately, the average UK mortgage rate remained unchanged at 6.58% in September.

The combination of stable house prices and unchanged mortgage costs points to a relatively steady housing backdrop, although elevated borrowing rates continue to constrain affordability and demand.

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European Investor 10-07-26

The UK S&P Global Construction PMI rose to 46.1 in September from 44.3 in August, beating expectations for a reading of 45.0.

Despite the improvement, the index remained below the 50 threshold that separates expansion from contraction, indicating that construction activity continued to decline during the month.

The stronger-than-expected reading suggests the pace of contraction eased in September, offering a modestly more positive signal for the UK construction sector.

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Global Finance News 10-06-26

UK Private-Sector Growth Slows in September Despite Better-Than-Expected PMI Readings

UK business activity continued to expand in September, although momentum weakened from the previous month.

The S&P Global Composite PMI came in at 52.0, above the 51.7 market consensus but down from 52.5 in August.

The Services PMI showed a similar pattern, registering 52.1 versus expectations of 51.7, while also easing from 52.5 previously.

Both indexes remained above the 50 threshold, indicating continued expansion in the UK private sector. However, the decline from August suggests growth lost some momentum heading into the fourth quarter.

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European Investor 10-05-26

UK House Prices Fall in September as Manufacturing Growth Remains Modest

UK house prices weakened in September, with the Nationwide House Price Index falling 0.2% month over month after rising 0.2% previously. Economists had expected prices to remain unchanged.

On an annual basis, house-price growth slowed to 0.8% from 1.6%, also missing the 1.3% consensus. The figures suggest that momentum in the UK housing market softened during the month.

Manufacturing activity, meanwhile, remained in expansion territory. The S&P Global Manufacturing PMI rose to 51.9 in September from 51.7, though it came in just below the 52.0 forecast.

Overall, the data present a mixed picture for the UK economy. Manufacturing continues to expand modestly, while the housing market shows signs of renewed weakness. For markets, softer house-price growth may reinforce expectations of subdued domestic demand, while the PMI reading suggests the industrial sector is still avoiding contraction.

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WS News 10-01-26

UK Economy Grows 0.5% in Q2, Slightly Beating Expectations

The UK economy expanded 0.5% quarter over quarter in the second quarter, slightly above the 0.4% expected by economists, though slower than the previous quarter’s 0.6% growth.

On an annual basis, GDP grew 1.4%, also beating the 1.2% consensus and accelerating from 0.9% previously.

Business investment rose 1.8% quarter over quarter, marginally above expectations of 1.7%, but slowed from a revised 3.0% increase in the previous period.

The figures point to a somewhat stronger-than-expected growth backdrop for the UK economy, with both headline GDP and business investment exceeding forecasts.

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WS News 09-30-26

UK Private-Sector Growth Slows in September as Services Lose Momentum

UK business activity expanded at a slower pace in September, with weaker services growth offsetting a modest improvement in manufacturing.

The S&P Global Composite PMI fell to 51.7 from 52.5, missing the 52.0 consensus but remaining above the 50 threshold that separates expansion from contraction.

Services PMI also declined to 51.7 from 52.5 and came in below expectations of 52.0, pointing to softer momentum in the dominant services sector.

Manufacturing provided a more positive signal. The Manufacturing PMI rose to 52.0 from 51.7, beating the 51.5 forecast and indicating a somewhat faster pace of factory-sector expansion.

Overall, the data suggest the UK economy remained in expansion territory in September, but growth momentum weakened as softer services activity outweighed the improvement in manufacturing.

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WS News 09-23-26

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Stifel Declares $0.34 Quarterly Common Dividend

Stifel Financial (NYSE: SF) declared a quarterly cash dividend of $0.34 per common share.

The dividend will be paid on December 15, 2026, to shareholders of record as of December 1.

Stifel also declared quarterly dividends on its Series B, Series C and Series D preferred shares. The payments equal approximately $0.390625, $0.3828125 and $0.28125 per depositary share, respectively.

The preferred dividends will also be paid on December 15 to shareholders of record on December 1.

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WS Investor 11-04-26

Stifel Financial Corp. reported record full-year results for 2025, alongside an increased dividend and a stock split, reflecting strong momentum across its core businesses.

For the fourth quarter, Stifel posted net revenues of $1.56 billion, up from $1.36 billion a year earlier, driven mainly by higher investment banking and asset management revenues. Net income available to common shareholders rose to $255.0 million, or $2.31 per diluted share, compared with $2.09 a year ago. On a non-GAAP basis, diluted EPS increased to $2.63.

For the full year 2025, net revenues reached a record $5.53 billion, up from $4.97 billion in 2024. GAAP net income available to common shareholders was $646.5 million, or $5.87 per diluted share, while non-GAAP diluted EPS totaled $6.76. Performance was supported by a 26% increase in investment banking revenue, record asset management revenues up 11%, and record quarter-end client assets of $551.9 billion, up 10% year over year.

The firm also reported strong profitability metrics, including a non-GAAP pre-tax margin of 17.9% for the full year and a return on average tangible common equity of 21.0%, despite elevated legal provisions that weighed on results.

Stifel’s board approved an 11% increase in the common stock dividend beginning in the first quarter of 2026 and declared a three-for-two stock split, effective February 26, 2026. Management described 2025 as a record year for the company and expressed confidence in its ability to navigate market uncertainty while continuing to deliver for clients and shareholders.

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European Investor 01-28-26

Stifel Financial Corp. (NYSE: SF) will release its fourth quarter & full year 2025 financial results before the market opens on Wednesday, January 28, 2026. The company will host a conference call to review the results at 9:30 a.m. Eastern time that same day.

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The Investor 01-25-26

Stifel Financial Corp said that 101 of its wealth management teams have been named to Forbes’ 2026 Best-in-State Wealth Management Teams list. The annual ranking highlights about 6,150 top-performing teams nationwide and is based on research and evaluations conducted by SHOOK Research over a 12-month period ending March 31, 2025.

Stifel said the increased representation reflects the strength of its advisor culture and continued focus on client service. Management noted that recognition from Forbes underscores the firm’s ability to attract and support high-quality wealth management professionals across its national footprint.

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The Investor 01-18-26

Stifel Financial Corp. (NYSE: SF) announced on September 23, 2025, a significant expansion of its Venture Banking team, hiring a group of senior bankers formerly with Silicon Valley Bank to strengthen its presence in life sciences and healthcare. The new hires include Managing Directors Jackie Spencer, Anthony Flores, Milo Bissin, Julie Ebert, Timothy Lew, and Sam Subilia, along with Vice Presidents Tessa Dibble, Lindsey Seidner, and Ariana DaCruz. Collectively, the team brings decades of experience in venture banking, corporate finance, and advisory work across biotech, diagnostics, medical devices, and healthtech.

The move follows strong momentum at Stifel Bank’s Venture & Fund Banking unit, which has grown to more than 100 bankers, surpassed $10 billion in loan commitments, and more than doubled venture client deposits in the past year. Chairman and CEO Ronald J. Kruszewski said the expansion underscores Stifel’s commitment to the innovation ecosystem, particularly in healthcare and life sciences. Jackie Spencer noted that the sectors are at a critical inflection point, with artificial intelligence driving transformative opportunities.

Stifel has recently acted as joint bookrunner on four biopharma financings that raised $1.1 billion, including the first biopharma IPO in seven months. Alongside venture banking, the firm’s healthcare and life sciences work spans equity research, capital raising, M\&A advisory, and industry conferences.

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European Investor 09-24-25

Launny Steffens, a veteran of Merrill Lynch and co-founder of Spring Mountain Capital, will join Stifel as Vice Chairman of Asset Management. In this new role, he will work on expanding Stifel’s financial advisor network, strengthening its asset management business, and sourcing strategic investment banking opportunities.

Steffens spent 38 years at Merrill Lynch, where he led the Private Client Group through major growth, increasing assets under management from $200 billion in 1985 to about $1.6 trillion by 2000. After Merrill, he co-founded Spring Mountain Capital with Greg Ho, focusing on alternative asset investing.

As part of the move, Stifel will acquire over $1 billion in assets under management from Spring Mountain, with key investment professionals staying on. The deal is expected to close later in 2025.

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WS Investor 09-03-25

Stifel Ranks No. 1 in J.D. Power Advisor Satisfaction Study for Third Consecutive Year

Stifel Financial Corp. (NYSE: SF) has once again earned the top spot in the J.D. Power 2025 U.S. Financial Advisor Satisfaction Study, marking its third consecutive year at No. 1. Stifel scored 819 out of 1,000, a 52-point increase from last year and 214 points above the industry average.

The firm also led in five of six individual categories: compensation, leadership and culture, operational support, products and marketing, and technology.

Chairman and CEO Ron Kruszewski called the recognition “a challenge to keep raising the bar,” while President Jim Zemlyak emphasized the firm’s culture of advisor support. Stifel currently employs about 2,340 advisors managing $517 billion in client assets as of June 30, 2025.

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The Investor 07-16-25

Stifel Signs Olympic Champion Kristen Faulkner as Brand Ambassador

Stifel Financial Corp. (NYSE: SF) announced the signing of Olympic gold medalist Kristen Faulkner as its newest brand ambassador. Faulkner made history at the 2024 Paris Olympics by winning gold in both the women’s individual road race and team pursuit in track cycling—becoming the first American woman to win both in a single Games.

Before her athletic success, Faulkner worked in venture capital at Bessemer Venture Partners and Threshold Ventures. Her unique path from finance to Olympic champion exemplifies Stifel’s motto: “Where Success Meets Success.”
In her ambassador role, Faulkner will support initiatives promoting financial wellness, appear in creative campaigns, and engage in community outreach. She joins a lineup of Stifel athletes that includes Mikaela Shiffrin, Jessie Diggins, and Alex Ferreira. Stifel is also a proud partner of the U.S. Ski Team, the St. Louis Cardinals, and other major sports entities.

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WS Investor 06-20-25

Stifel Announces Retirement of Victor Nesi as Co-President and Head of Institutional Group; Joins Board of Directors

ST. LOUIS, June 11, 2025 – Stifel Financial Corp. (NYSE: SF) announced today that Victor Nesi, Co-President and Head of the Institutional Group, will retire from his executive roles effective July 1, 2025, after 16 years of service. Mr. Nesi will continue to contribute to the firm as a member of the Board of Directors.

“Victor has been instrumental in building the platform we have today,” said Ronald J. Kruszewski, Chairman and CEO. “The transformation of our Institutional Group under his guidance is one of the great success stories in our firm’s history.”

Since joining Stifel in 2009, Nesi oversaw the Institutional Group's revenue growth from $391 million to $2.2 billion at its peak, with investment banking revenue increasing 20x to a record $1.6 billion. In 2024, the Institutional Group reported $1.6 billion in revenue, more than four times its 2009 level.

Mr. Nesi’s retirement marks the end of a transformative era, but he leaves behind a seasoned leadership team and solid infrastructure designed for long-term success.

“It has been an honor and privilege to help grow Stifel into a premier full-service investment bank,” said Nesi. “I’m proud of what we’ve built and excited to continue supporting the firm in my new capacity on the Board.”

With a career spanning four decades, Nesi previously held senior roles at Merrill Lynch, Salomon Brothers, and Goldman Sachs, and practiced law at Shea & Gould.

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M

ME NEWS 06-12-25

Stifel Completes Acquisition of Bryan Garnier, Expanding European Investment Banking Reach

On June 2, 2025, Stifel Financial Corp. (NYSE: SF) finalized its acquisition of Bryan, Garnier & Co., a prominent independent European investment bank specializing in the technology and healthcare sectors. The merger enhances Stifel's capabilities in Europe and supports its goal of becoming the premier global investment bank for the middle market. Bryan Garnier, founded in 1996, provides M&A advisory, equity capital markets, and private placement services. The firm will be gradually rebranded as Stifel, with Co-Founder Olivier Garnier becoming Chairman of Stifel Europe. Combined, the firms have executed over 500 European tech and healthcare deals since 2020.

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WS News 06-02-25

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AppLovin Jumps 16% Premarket as Revenue Surges 55% and Q4 Outlook Stays Strong

AppLovin (NASDAQ: APP) shares jumped about 16% in premarket trading after the company reported record third-quarter revenue and profit, alongside a strong fourth-quarter outlook.

Revenue rose 55% year over year to $2.18 billion, while net income increased 72% to $1.44 billion. Adjusted EBITDA climbed 59% to $1.84 billion, representing an 84% margin.

Diluted EPS reached $4.30, while both operating cash flow and free cash flow were approximately $1.4 billion for the quarter.

AppLovin also continued returning capital to shareholders, repurchasing or withholding 4.1 million shares for $1.4 billion during the quarter. The board later increased the company’s share repurchase authorization by $3.2 billion, bringing total authorization to $3.6 billion.

For the fourth quarter, AppLovin expects revenue of $2.365 billion to $2.395 billion and adjusted EBITDA of $1.995 billion to $2.025 billion, implying an 84%-85% margin.

The 16% premarket gain appears to reflect the combination of rapid revenue growth, exceptional profitability, strong cash generation and a Q4 outlook showing that momentum remains intact.

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Global Finance News 11-05-26

AppLovin Surges 3.55% in Premarket as First Quarter Results Shatter Expectations

AppLovin is one of the standout premarket movers today, with shares climbing 3.55% after the company released a first quarter 2026 earnings report that delivered across every major metric. Revenue, profit, margins, and cash generation all came in at levels that left little for investors to critique, and guidance for the current quarter pointed to further acceleration.

Revenue for the quarter ended March 31, 2026 reached $1.84 billion, a 59% increase compared to the same period a year ago. Net income more than doubled, rising 109% to $1.21 billion, while net income from continuing operations grew 67% to the same figure. The net margin stood at 65%, a meaningful step up from 50% in the prior year period. Basic earnings per share came in at $3.57, compared to $1.70 a year earlier — though that prior-year figure was weighed down by losses from discontinued operations. On a continuing operations basis, the improvement was a clean 67%.

The adjusted EBITDA figure is where the report's quality truly stands out. AppLovin generated $1.56 billion in adjusted EBITDA in the quarter, representing an 85% margin — up from 81% a year ago. That level of profitability is exceptional for a company still growing revenue at nearly 60%, and it reflects the highly scalable nature of the company's AI-powered marketing platform. Costs and expenses grew only modestly relative to revenue, with total costs of $402 million against $1.84 billion in revenue, underlining the operating leverage embedded in the business model.

Cash generation was equally impressive. Net cash from operating activities reached $1.29 billion, and free cash flow came in at $1.29 billion as well, with minimal capital expenditure requirements. The company ended the quarter with $2.76 billion in cash and cash equivalents, up from $2.49 billion at the end of 2025, even after returning $1 billion to shareholders through share repurchases and related tax withholding payments during the quarter.

Looking ahead, AppLovin guided for second quarter 2026 revenue of between $1.915 billion and $1.945 billion, with adjusted EBITDA of $1.615 billion to $1.645 billion and an adjusted EBITDA margin of 84% to 85%. The guidance implies continued strong momentum and suggests the company sees no signs of deceleration in demand for its advertising technology platform.

The 3.55% premarket gain reflects a market that sees AppLovin as one of the cleaner AI monetization stories in the market — a company not just building AI infrastructure, but generating billions in cash flow from deploying it at scale today.

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The Investor 05-07-26

AppLovin Corporation, (NASDAQ: APP) announced that it will report financial results for the first quarter ended March 31, 2026 on Wednesday, May 6, 2026 after the stock market closes.

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Global Finance News 04-03-26

AppLovin announced that its Axon platform has launched a fully automated AI system to generate interactive advertising creatives for advertisers.

The system uses a multi-agent AI pipeline that automatically gathers brand context, generates concepts, produces creative assets using image and video models, and performs quality checks before delivering ready-to-use interactive ads. Advertisers can opt in and receive multiple interactives within minutes without needing to design them manually.

Initial rollout results show hundreds of advertisers using the feature and thousands of AI-generated interactives already deployed. The company plans to expand the system to automatically generate videos and playable ads, aiming to automate the full advertising creative process and allow advertisers to scale campaigns more easily.

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Global Finance News 03-06-26

AppLovin Corporation (NASDAQ: APP) reported strong fourth quarter and full-year 2025 results.

Fourth quarter revenue rose 66% year over year to $1.66 billion, while net income increased 84% to $1.10 billion. Adjusted EBITDA grew 82% to $1.40 billion.

For full-year 2025, revenue increased 70% to $5.48 billion. Net income more than doubled, up 111% to $3.33 billion, and adjusted EBITDA rose 87% to $4.51 billion.

Operating cash flow reached $1.31 billion in Q4 and $3.97 billion for the full year, with full-year free cash flow of $3.95 billion. The company repurchased $2.58 billion of shares in 2025.

For Q1 2026, AppLovin expects revenue of $1.75–$1.78 billion and adjusted EBITDA of $1.47–$1.50 billion, implying an 84% adjusted EBITDA margin.

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European Investor 02-12-26

AppLovin has rebranded its advertising business as **Axon**, expanding beyond gaming into performance advertising for all types of businesses. Since launching Axon AI technology, the company has quietly onboarded hundreds of e-commerce and web advertisers, adding integrations like Shopify apps, Dynamic Product Ads, and credit card billing to make setup and measurement easier. With this shift, AppLovin has also divested its remaining apps business to fully focus on advertising.

The new **Axon Ads Manager**, opening on a referral basis starting October 1, offers self-service access with transparent tools, merchant integrations, and AI-powered real-time bidding designed to maximize returns. Backed by access to over a billion daily active users in mobile games, Axon promises advertisers broad reach and improved efficiency. Existing clients can refer peers, with new advertisers receiving $5,000 in ad credit after matching spend. CEO Adam Foroughi emphasized that while Axon is broadening its scope, gaming partners remain central, and the expansion will only enhance results by fueling smarter AI models.

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The Investor 10-01-25

AppLovin Finalizes $400 Million Sale of Mobile Gaming Business to Tripledot Studios

Palo Alto – July 1, 2025 – AppLovin (NASDAQ: APP) has completed the sale of its mobile gaming division to Tripledot Studios for $400 million in cash and a 20% equity stake in Tripledot. The deal, originally announced in May, closed on June 30 following regulatory approvals.

The divested portfolio includes 10 studios such as Machine Zone, Magic Tavern, PeopleFun, and Lion Studios—developers of hit titles like Wordscapes, Cooking Madness, and Project Makeover. AppLovin CEO Adam Foroughi said the transaction allows the company to focus solely on its core marketing platform and AI solutions.

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WS Investor 07-01-25

AppLovin Shareholders Approve Director Slate and Auditor Appointment at 2025 Annual Meeting

AppLovin Corporation held its 2025 Annual Meeting of Stockholders on June 4, 2025, where shareholders voted on two key proposals. All nine director nominees were elected to serve until the 2026 annual meeting. The vote counts showed strong shareholder support, with Eduardo Vivas receiving the highest number of votes in favor, followed closely by Todd Morgenfeld and Maynard Webb.

In addition to board elections, shareholders ratified the appointment of Deloitte & Touche LLP as the company’s independent registered public accounting firm for the fiscal year ending December 31, 2025. The proposal passed with more than 850 million votes in favor and minimal opposition.

With a combined voting power of over 921 million, shares represented at the meeting constituted a quorum, affirming the legitimacy of all approved actions. The outcomes reflect continued investor confidence in AppLovin’s leadership and financial governance.

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M

ME NEWS 06-10-25

AppLovin Appoints Maynard Webb to Board; Edward Oberwager to Step Down After Term Ends

AppLovin Corporation has appointed Maynard Webb to its Board of Directors as of April 9, 2025. Webb will also serve on the Audit Committee and the Nominating and Corporate Governance Committee. With a career spanning key leadership roles—including COO at eBay and CEO at Liveops—Webb currently serves on the boards of Salesforce and Visa. He will receive standard non-employee director compensation and enter into an indemnification agreement with the company.

Additionally, Edward Oberwager has notified AppLovin of his decision not to seek re-election at the company’s 2025 Annual Meeting of Stockholders. He will continue to serve on the Board until his term concludes. The company clarified that his decision was not due to any disagreement with management.

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M

ME NEWS 04-10-25

AppLovin has appointed Maynard Webb to its Board of Directors as an independent director.

Webb, founder of Webb Investment Network and a veteran tech executive, will also join the board’s Audit Committee and Nominating and Corporate Governance Committee. His current board roles at Visa and Salesforce, along with previous leadership positions at companies like eBay and LiveOps, bring extensive operational and strategic expertise to AppLovin.

CEO Adam Foroughi highlighted Webb's longstanding relationship with the company, dating back to his investment in 2012, and emphasized the value Webb will add as AppLovin continues expanding its performance marketing platform.

In the same announcement, AppLovin disclosed that Ted Oberwager of KKR will not seek re-election at the next annual meeting but will remain on the board until then.

Webb joins a diverse board that includes leaders from companies like Wynn Resorts, Montai Health, and Roblox, reflecting AppLovin’s focus on experienced guidance to support its continued growth.

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The Investor 04-10-25

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Blackstone Closes €13 Billion European Direct Lending Fundraise

Blackstone (NYSE: BX) closed its fourth institutional European direct lending fund, with approximately €13 billion of investable capital across the fund and related European direct lending vehicles.

Blackstone European Senior Direct Lending Fund IV will target European borrowers across the middle and upper-middle market, reflecting continued institutional demand for private credit.

Since the fund’s launch, Blackstone has committed capital to transactions including the €1.0 billion financing for Angelini Pharma’s take-private of Catalyst Pharmaceuticals, as well as deals involving Regnology, Odevo and JTC.

Blackstone Credit & Insurance now has more than 100 investment professionals across five European offices. The firm said private credit remains a significant part of its broader plan to invest in more than $500 billion of European assets by 2035.

The fundraise strengthens Blackstone’s position in European private credit as companies increasingly seek large-scale, flexible financing outside traditional bank lending.

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WS Investor 11-04-26

Blackstone Jumps 5.4% as Assets Hit $1.37 Trillion and Quarterly Inflows Reach $63 Billion

Blackstone (NYSE: BX) shares rose about 5.4% after the alternative asset manager reported strong third-quarter 2026 fundraising, deployment and earnings, while total assets under management climbed to approximately $1.37 trillion.

Fee Related Earnings reached $1.6 billion, or $1.26 per share, during the quarter. Distributable Earnings were $1.7 billion, or $1.32 per share, while net accrued performance revenues stood at $7.3 billion, or $5.84 per share.

Total assets under management reached $1.368 trillion, including $989.7 billion of fee-earning AUM and $562.3 billion of perpetual capital AUM. The scale of perpetual capital provides Blackstone with a significant base of long-duration assets that can generate recurring management fees.

Fundraising remained robust, with $63.3 billion of inflows during the quarter and $271.6 billion over the last 12 months. Blackstone also deployed $30.1 billion during the quarter, while realizations totaled $33.1 billion, signaling continued transaction activity across its investment platforms.

Over the trailing 12 months, deployment reached $142 billion and realizations totaled $147 billion. Fee Related Earnings over that period were $6.4 billion, or $5.20 per share, while Distributable Earnings reached $7.7 billion, or $5.95 per share.

Blackstone declared a quarterly dividend of $1.12 per share. The firm expects to distribute approximately $1.5 billion to shareholders related to the quarter and has returned $6.7 billion through dividends and share repurchases over the last 12 months.

The 5.4% gain appears to reflect the combination of strong inflows, record-scale assets under management, healthy deployment and realizations, and robust distributable earnings, reinforcing expectations for continued growth in Blackstone's fee-generating asset base.

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European Investor 10-22-26

Blackstone and Related Digital have secured financing for a $16 billion data center campus in Michigan, developed for Oracle to support expanding AI infrastructure. The project combines equity from the sponsors with long-term debt financing led by PIMCO-managed funds, with major banks including Bank of America involved in structuring.

The campus, expected to deliver over one gigawatt of capacity, will play a key role in meeting growing demand for AI and cloud computing. Construction is underway and the project is positioned as one of the largest infrastructure investments in Michigan’s history.

The development is projected to create thousands of jobs and generate significant local economic benefits, while contributing to the expansion of U.S. digital infrastructure amid rapid growth in AI-driven demand.

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The Investor 04-26-26

Blackstone reported strong first-quarter 2026 performance, with fee-related earnings of $1.5 billion and distributable earnings of $1.8 billion. The firm also recorded $7.0 billion in net accrued performance revenues, reflecting continued strength across its investment platform.

Assets under management rose to $1.3 trillion, supported by $68.5 billion in quarterly inflows and ongoing capital deployment and realizations. Blackstone highlighted steady activity across its investment strategies, indicating sustained investor demand and market opportunities.

The company announced a dividend of $1.16 per share and returned $1.5 billion to shareholders during the quarter through dividends and share repurchases.

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The Investor 04-24-26

Blackstone announced that its affiliate, Blackstone Digital Infrastructure Trust, has publicly filed a registration statement with the SEC for a proposed initial public offering.

The newly formed company, focused on owning stabilized and newly built data centers, plans to list on the New York Stock Exchange under the ticker “BXDC” if the offering proceeds. Details such as share price and size of the IPO have not yet been determined.

The transaction is subject to market conditions and regulatory approval.

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European Investor 04-11-26

**Blackstone and DAE Launch $1.6B Annual Aviation Leasing Investment Program**

Blackstone and Dubai Aerospace Enterprise announced a partnership to launch “Equator,” a global aircraft leasing investment program targeting approximately $1.6 billion in annual deployment.

The initiative will focus on acquiring commercial aircraft leased to airlines worldwide, building a diversified portfolio backed by long-term aviation demand. DAE will source and manage the assets through its Aircraft Investor Services division, while Blackstone Credit & Insurance will provide flexible capital across the investment lifecycle.

The program reflects growing investor interest in asset-backed financing strategies, particularly in aviation, where demand for leased aircraft remains strong amid global travel recovery.

Both firms said the partnership leverages DAE’s operational expertise and airline relationships alongside Blackstone’s large-scale credit investment capabilities to expand in the aviation leasing market.

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WS Investor 04-09-26

Blackstone Inc. announced the final close of its flagship opportunistic credit fund, Capital Opportunities Fund V, raising over $10 billion and reaching its hard cap.

The fund, Blackstone’s largest opportunistic credit vehicle to date, reflects strong investor demand for private credit strategies. The firm highlighted its long-term performance in the segment, noting a 13% net internal rate of return since 2007.

Blackstone said the fund will invest flexibly across industries, geographies, and capital structures, targeting opportunities in private corporate credit and structured financing solutions.

The close underscores continued institutional interest in private credit markets amid evolving economic conditions.

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WS Investor 04-07-26

Blackstone Inc. announced the final close of its latest life sciences fund, raising a record $6.3 billion.

The fund, Blackstone Life Sciences VI (BXLS VI), was oversubscribed and is the largest private fund dedicated to life sciences, approximately 40% larger than its predecessor.

The strategy focuses on financing the development and commercialization of innovative medicines and medical technologies, leveraging Blackstone’s partnerships and track record, including multiple regulatory approvals across pharmaceuticals and devices.

The announcement highlights strong investor demand for healthcare and biotech investments, as well as Blackstone’s growing role as a major capital provider in advancing new therapies globally.

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WS Investor 03-30-26

Blackstone has invested $250 million in a new UAE-based payments and data platform, Advanced Digital Gaming Technology (ADGT), as part of a strategic partnership with Raya Holding, NRT Technology and Sightline Payments.

Headquartered in Abu Dhabi, ADGT aims to provide integrated payments, digital wallet and compliance solutions for regulated digital markets, initially focusing on the UAE, Middle East and Africa.

The platform is designed to support both physical and online transactions, offering real-time payment processing, identity management and regulatory compliance within a single infrastructure.

Blackstone said the investment reflects growing opportunities in the UAE’s technology and digital infrastructure sectors, with ADGT positioned to expand globally as demand for regulated digital payments continues to rise.

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The Investor 03-26-26

Consortium acquires Royal Challengers Bengaluru franchise in $1.78 billion deal

March 24, 2026 — A consortium including Aditya Birla Group, The Times of India Group, Bolt Ventures, and Blackstone has agreed to acquire 100% of the Royal Challengers Bengaluru (RCB) cricket franchise from United Spirits, a subsidiary of Diageo, in a deal valued at INR 166.6 billion (approximately $1.78 billion).

The transaction covers both the men’s Indian Premier League team and the women’s Women’s Premier League team and remains subject to regulatory approvals, including from India’s cricket governing bodies.

RCB, one of the most prominent franchises in global cricket, recently won both the IPL and WPL titles, strengthening its commercial and brand value.

The new ownership group aims to expand RCB’s global presence and further develop its fan base, leveraging combined expertise in sports, media, and investment.

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WS Investor 03-25-26

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