News

Sunday’s Gulf oil shut-in estimate fell to 57.54%. Why fewer evacuated platforms don’t tell investors how quickly production or fuel supplies will recover.

Humana’s ratings recovery strengthens its position for 2028 quality bonuses. Some outperformance is temporary, and its 2026 adjusted earnings outlook is unchanged.

Travel demand held up, but higher fuel costs and thinner margins changed Delta’s earnings outlook. The accounting details matter, too.

GlobalFoundries’ $2 billion TSMC agreement adds a role in AI packaging. The expected 2028 ramp puts spending, revenue timing and cash returns in focus.

Helen of Troy raised its earnings outlook, but tariff refunds, reinvestment and a new litigation adjustment complicate the recovery picture.

PepsiCo’s revenue outlook is at the top of its prior range, but North American margin pressure lowered its core EPS growth forecast. Tariff refunds also helped quarterly profit.

Applied Digital’s sales surge includes substantial tenant fit-out work. Rental growth, accounting adjustments and construction funding deserve a closer look.

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 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 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.