News

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.

Lamb Weston raised its full-year outlook. North American gains, overseas pressure and cash-flow timing help explain what investors should check next.

PTC shareholders would receive cash, while Schneider plans new shares and debt. The funding mix and buyback pause deserve a closer look.

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.

The G7 set a four-month reserve-release timetable tied to earlier commitments, with diesel prioritized. What investors can check before assuming cost relief.