Author: Jenna Lofton
Investing guides, company analysis and practical perspectives from StockHitter.
Applied Digital’s Revenue Jumped 322%. Look Inside the Rental Business.
Applied Digital’s sales surge includes substantial tenant fit-out work. Rental growth, accounting adjustments and construction funding deserve a closer look.
Hess Midstream’s Chevron Deal Puts Its 2027 Payout in Focus
Hess Midstream plans to cancel nearly 40% of its shares while lowering Chevron’s fees. The 2027 distribution plan and cash-flow footnotes explain the trade-off.
Google Backs Constellation’s Nuclear Upgrades. The 2028 Date Is Just the Start.
Google is backing 890 MW of new nuclear capacity alongside 2,700 MW of existing supply. The investment bill and delivery timetable matter for Constellation shareholders.
McKesson’s $1.4 Billion Stake Inside the $5.8 Billion Option Care Deal
McKesson would invest about $1.4 billion for a 49% stake in Option Care. The $5.8 billion deal’s financing and accounting explain why those figures differ.
Lamb Weston Raises Its Outlook. The Recovery Still Has Two Speeds.
Lamb Weston raised its full-year outlook. North American gains, overseas pressure and cash-flow timing help explain what investors should check next.
Schneider’s $22.6 Billion PTC Deal Comes With New Shares and Debt
PTC shareholders would receive cash, while Schneider plans new shares and debt. The funding mix and buyback pause deserve a closer look.
Toshiba’s HDD Expansion Raises a Pricing Question for Seagate and WD
Toshiba’s Philippine hard-drive expansion raises a supply question for Seagate and Western Digital. Here are the pricing, margin and cash-flow details to watch.
G7 Sets a 100-Million-Barrel Release Timetable. Diesel Gets Priority.
The G7 set a four-month reserve-release timetable tied to earlier commitments, with diesel prioritized. What investors can check before assuming cost relief.
September Added 29,000 Jobs. The Summer Revisions Deserve a Look, Too.
September payrolls rose 29,000, while July and August were revised lower. What the three-month picture means for investors checking their cash cushion.
Enerflex’s 450-Megawatt Data Center Deal Puts Cash Flow in Focus
Enerflex’s roughly 450-megawatt data-center equipment award comes with a manufacturing expansion. Its announcement leaves contract economics and cash timing unclear.