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As of Sep 28, 1:21 PM ET ·
MPB News30 articles
Cricket Australia Board Shake-Up: Baird Out Amid Big Bash Sale Dispute
Mike Baird will step down from Cricket Australia's board following a dispute over private investment in the Big Bash. David Boon takes over as interim chair as the Renegades sale continues.
Analysis
TalkTalk's Rescue Sales Near Completion Amid £1B Debt Wipeout
TalkTalk is finalizing rescue sales of its consumer and wholesale units, with a reported £100M consumer price and a potential £1B debt write-off for owners.
Analysis
Meta's $1,300 VR Glasses Debut in 2027 Amid Deep Reality Labs Losses
Meta priced its 100-gram VR glasses at $1,299.99, launching spring 2027, while Reality Labs posted a $4.6B Q2 loss. META closed up 1.02% at $744.10.
Technology
Nine Entertainment Hits 52-Week Low Amid Debt and Ad Woes
Nine Entertainment shares touched a 52-week low of A$0.735, recovering to A$0.747. Publishing margins remain strong, but debt and TV advertising weakness pressure the stock.
Earnings
Alphabet's Voting Shares Command 1.1% Premium Amid Search Rally
Alphabet's voting shares (GOOGL) now trade 1.15% above non-voting GOOG after a search-driven rally. Evercore's $450 target suggests 26% upside.
Analysis
CoreWeave's Stock Bounces 1.9% Amid $3.7B Convertible Notes and ATM Share Sale Plan
CoreWeave priced $3.7B convertible notes and disclosed an ATM share sale program. Stock rose 1.85% Friday but still below Wednesday's close.
Markets
Microsoft's AI Governance Draft Faces Six-Week Review Amid Suleyman's Stance on Model Rights
Microsoft's draft AI code, under six-week review, will guide 2027 model development. Suleyman opposes model rights, diverging from Anthropic. Stock down 0.8%.
Regulation
Firmus IPO: Founders' Staged Exit Raises Questions Amid Missing Prospectus
Firmus founders can sell a portion of their stakes one year after the IPO, but the absence of a prospectus leaves investors guessing about valuation and financials.
IPO
Amazon's Prime Big Deal Days to Test Retail Margins Amid Shipping Cost Pressures
Amazon's Prime Big Deal Days kicks off Oct 6-7, testing whether higher-margin revenue streams can offset shipping cost pressures and preserve the 7.9% North America operating margin.
Analysis
Suncorp Retains ARMA Amid Debt Recovery Concerns; Investor Focus Shifts to Outsourcing Oversight
Suncorp retains debt collector ARMA after admitting premature recovery action in an AAMI case, raising investor questions about outsourcing controls.
Analysis
Furnace Oil Prices Soar 84% in PEI Amid Refinery Shutdown
PEI furnace oil prices have jumped 84% year-over-year, reaching C$2.159/L, driven by soaring crude costs and a 75-day refinery turnaround at Irving Oil's Saint John facility.
Commodities
Salesforce Rolls Out Global Login Fix Amid Dreamforce Disruption
Salesforce is rolling out a fix for a major login failure that disrupted services globally during Dreamforce. The outage, still active, has caused delays and errors for many customers.
Technology
Oracle's New Layoffs Raise Questions Amid $2.8B Restructuring Plan
Oracle has initiated another round of layoffs, but the exact number of affected employees remains undisclosed. The company's restructuring plan now totals $2.8 billion, yet investors question the cost-saving impact amid heavy AI spending.
Technology
Cue Clothing Sale Proceeds Amid Management Exodus
Cue Clothing's CEO and CFO have left as owner Hilco Capital markets the retailer for sale. FY25 sales rose to A$103.2M, losses narrowed, but no administration is confirmed.
Analysis
Supermicro Shares Slide 6% Amid AI Spending Concerns
Super Micro Computer shares dropped 6% Monday on AI slowdown worries, despite record orders and strong guidance. The move reflects market concerns about AI infrastructure spending.
Analysis
Fenerbahce shares slip 2% ahead of Gaziantep clash amid heavy losses
Fenerbahce shares dropped 2% to TRY 2.89 before the Gaziantep match. With an operating loss of TRY 8.8 billion, European qualification is critical for the club's finances.
Analysis
Kennedy Center Faces Cash Crunch Amid $257M Renovation Fund
The Kennedy Center's board weighs crisis resolutions amid a $257M repair fund, raising questions about liquidity and governance.
Analysis
ServiceNow Price Target Raised to $155 by Needham Amid AI Growth
Needham lifts ServiceNow's price target to $155, implying 17% upside. The focus shifts to cRPO growth and margins as AI ACV tops $1 billion.
Earnings
Oracle's Restructuring Bill Climbs to $2.8B Amid $28.5B AI Spending
Oracle ups restructuring costs to $2.8B, adding $700M for AI-driven efficiency. Despite strong cloud growth, heavy AI capex pressures cash flow, with ORCL shares slipping.
Earnings
Costco Limits Kirkland Motor Oil Purchases Amid Supply Constraints
Costco has capped purchases of Kirkland Signature full-synthetic motor oil at two units per seven days per membership, sparking speculation about supply constraints ahead of its fiscal Q4 earnings release.
Analysis
Whyalla Steelworks Ends Blast Furnace Revival, 500 Jobs Cut Amid Sale
Administrators permanently shut Whyalla's blast furnace, eliminating 500 jobs. Sale to Jindal or M Resources proceeds with government backing.
Analysis
FedEx Raises $3.4B in Dual-Currency Bond Sale Amid InPost Deal
FedEx priced $1.1B and €2B in senior notes, adding ~$3.4B in gross funding as its InPost stake decision looms.
Markets
Fly-E Appoints New CEO Amid Unresolved Executive Transition Questions
Fly-E Group appointed Qiang Chen as CEO following Lisa Fan's sudden resignation, but filings conflict on who held top roles. Stock dropped 17% before the news.
Analysis
Celsius CEO's $494K Stock Buy Underscores Confidence Amid Challenges
Celsius CEO John Fieldly spent $493,842.60 on 18,000 shares at $27.44, slightly above Friday's close. The buy signals confidence despite core brand revenue falling 11.7%.
Analysis
TransMedics Reaffirms Revenue Target Amid CFO Transition; Margin Concerns Linger
TransMedics reiterates its 2026 revenue forecast while naming a new CFO, but margin compression in Q2 raises questions about operating leverage.
Earnings
Fox Confirms Bartiromo Exit Amid Contract Dispute; FOXA Unmoved
Fox confirms Maria Bartiromo's exit effective September 3, but her attorney disputes firing reports. FOXA shares rise slightly as investors weigh audience retention and legal risks.
Analysis
Meta's 52.5-Cent Dividend: A Modest Payout Amid AI Spending Surge
Meta's next dividend is $0.525 per share, yielding only 0.32%. The payout is a small signal as AI spending and a buyback pause dominate capital allocation.
Analysis
Kroger Q2: Can Grocer Defend 1% Sales Floor Amid Buyback Test?
Kroger reports Q2 results Friday with stock at 11x earnings. Key test: same-store sales above 1% and margin stability as $1.8B buyback faces Giant Eagle acquisition.
Earnings
Skillsoft Shares Slide 9% on Revenue Guidance Cut Amid Debt Concerns
Skillsoft's stock dropped 9% after trimming its revenue forecast, highlighting pressure from declining sales and a looming $579 million debt maturity.
Earnings
Wizz Air Shares Slide 3.7% Amid NATS Disruption; Key Test Looms Sept 17
Wizz Air shares dropped 3.7% as NATS disruption costs remain unclear. The airline's Capital Markets Day on Sept 17 is the bigger catalyst for investors.
Markets