Rogers Faces Subscriber Growth Concerns After Richmond Fiber Outage
Markets Daniel Marsh

Rogers Faces Subscriber Growth Concerns After Richmond Fiber Outage

A fiber cut in Richmond, BC has renewed scrutiny on Rogers' network stability as Q2 internet additions fell 35%. Investors watch for impact on churn and retention.

BCE T
BILL Holdings Buyback at $35.71 as FY27 Growth Slows
Earnings James Calloway

BILL Holdings Buyback at $35.71 as FY27 Growth Slows

BILL Holdings repurchased 8.4 million shares at $35.71 average, but FY27 core revenue growth is expected to slow to 12.6% midpoint.

BILL
Early Gasoline Rule Shift Threatens Refiners' Premiums
Regulation James Calloway

Early Gasoline Rule Shift Threatens Refiners' Premiums

EPA's early switch to winter-grade gasoline could erase $22B in refiner valuation premiums for VLO, MPC, PSX. Pump prices may drop, but margins face pressure.

VLO MPC PSX
PURR Surges 30% on U.S. Regulatory Hopes, Adding $439M to Market Cap
Regulation James Calloway

PURR Surges 30% on U.S. Regulatory Hopes, Adding $439M to Market Cap

PURR shares soared 30% Wednesday after President Trump hinted at a U.S. regulatory pathway. The move added $439M to market cap, with a $128M policy premium.

PURR
Corus Layoffs Leave Revenue Gap Unaddressed
Earnings James Calloway

Corus Layoffs Leave Revenue Gap Unaddressed

Corus Entertainment eliminated more positions at Global News and radio but disclosed no cost savings, while Q3 revenue fell C$48.4 million year-over-year.

Morgan Stanley's Dallas Hub Could Reshape 6% of Workforce
Markets Daniel Marsh

Morgan Stanley's Dallas Hub Could Reshape 6% of Workforce

Morgan Stanley's planned Dallas hub could house up to 4,800 jobs, about 5.8% of its workforce, with $18.5M in city incentives. The stock dipped 3.16%.

MS GS JPM WFC
Wolfspeed Stock Tumbles 9% as Q4 Losses Widen Despite AI Surge
Earnings James Calloway

Wolfspeed Stock Tumbles 9% as Q4 Losses Widen Despite AI Surge

Wolfspeed shares dropped 9.4% as Q4 revenue fell 24% and adjusted gross loss hit 20%. AI data-center revenue doubled, but cash burn and low utilization raise concerns.

WOLF
Silver Surge Lifts Pan American's Spread Past $51/Oz
Commodities Rebecca Torres

Silver Surge Lifts Pan American's Spread Past $51/Oz

Silver's rally to $68.92 pushed Pan American Silver's spread over all-in sustaining costs above $51/oz, signaling strong operating leverage.

PAAS SLV CDE
Gold's Rebound Boosts OceanaGold Philippines' Didipio Margin Past $3,460/oz
Commodities Rebecca Torres

Gold's Rebound Boosts OceanaGold Philippines' Didipio Margin Past $3,460/oz

Gold's rebound to a near three-month high widened OceanaGold Philippines' Didipio margin to over $3,460/oz, with Q2 profit doubling and output set to rise.

LC GLD
Moderna's $28B Surge: Melanoma Trial Sparks Investor Frenzy
Markets Daniel Marsh

Moderna's $28B Surge: Melanoma Trial Sparks Investor Frenzy

Moderna's market cap jumped $28B after a successful Phase 3 melanoma vaccine trial, but shares remain far above analyst targets.

MRNA MRK
MPLX's 7.35% Yield Offers Cushion as Monday's $2.25B Debt Deal Looms
Markets Daniel Marsh

MPLX's 7.35% Yield Offers Cushion as Monday's $2.25B Debt Deal Looms

MPLX LP (NYSE: MPLX) closed Thursday at $58.60, yielding 7.35%, as a $2.25B debt sale due Monday pushes borrowing costs higher, testing the partnership's high-yield appeal.

KMI WMB
JD Sports Market Cap Drops £644M on Profit Warning
Earnings James Calloway

JD Sports Market Cap Drops £644M on Profit Warning

JD Sports lost £644M in market value after trimming profit guidance by £50M, with North American sales down 6.8% in Q2.

JD NKE