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Companies Amazon’s $8bn Nvidia ‘chip offload’ is really a leaseback
Amazon's $8bn Nvidia chips deal, as reported by the FT, isn't a sale - it's a leaseback structure to keep AI capex off the balance sheet.
Business FICO Stock Dropped Nearly 49% in a Month — Here’s What’s Actually Going On
Seeing a stock that was trading close to $2,000 a year ago sit below $700 today can cause a certain type of vertigo. The majority of 2026 has seen FICO,…
Business HPE Oracle Stock Warrant Deal: Why Giving Away $210 Million in Shares for $42,000 Actually Makes Sense
In an early September SEC filing, there is a line that would seem odd in practically any other period of the tech industry. Oracle was given a warrant by Hewlett…
Companies Cake Box Holdings Dividend Yields 6% — Can the Growth Story Hold?
Cake Box Holdings' dividend yield has reached 6.1% on a forward basis, making CBOX one of the few AIM-listed stocks where a genuine growth narrative sits alongside a high income…
Companies NatWest Premier Switching Offer Pays £500 — But Read the Small Print
NatWest's Premier switching offer is paying a £500 welcome bonus to eligible new customers who transfer their current account, making it one of the richer incentives in the affluent banking…
Companies Greggs Share Value 2026: Rally Fades as Restructuring Reshapes the Outlook
The Greggs share value 2026 debate has grown materially more complex since the stock surged 23% on first-half results, then slipped 8.7%. Two developments since that 29 July announcement have…
Companies Gemini 4 Argon Launch Sparks Rally, Then a Reversal at Alphabet
Alphabet shares popped after the Gemini 4 Argon launch, but the gain unwound within a day as doubts about the model surfaced.
Companies Micron record revenue tops $133bn, but shares barely budge
Micron record revenue hit $133.2bn in fiscal 2026, up 256% on AI memory demand — yet investors are fixated on next year's capex bill.
Companies Nebius Inferize Acquisition: ‘Undisclosed’ Terms Put at $100-150m
The Nebius Inferize acquisition was announced without a price tag - but reporters in Israel and the US have independently put it at $100-150m.
Companies IBM Bob Self-Hosted Deployment Arrives Amid a Thin Rally
IBM's new IBM Bob self-hosted deployment targets AI sovereignty for enterprises, but the stock's 5.91% jump came on weak volume.
Companies Europe’s Nuclear Contracts Back Rolls-Royce SMR Ambitions
Rolls-Royce SMR ambitions are moving from boardroom rhetoric to signed contracts, with the company now holding commitments to deliver small modular reactors in the UK, Sweden and the Czech Republic…
Companies Sabre Insurance Dividend Yield Hits 8%, But Insider Sales Raise a Question
The Sabre Insurance dividend yield sits at roughly 8% on current prices, making it one of the more generous payouts in UK motor insurance, yet two senior executives sold shares…
Markets Ultra Rich Moving Away From Stocks at Historic Rates — And the Reasons Are More Telling Than the Numbers
When individuals who have amassed wealth within a system begin to discreetly withdraw from it, there is a specific type of signal that should be taken into consideration. Just gradually…
Companies Synopsys shares jump on GPT-Synopsys chip design deal with OpenAI
Synopsys and OpenAI's GPT-Synopsys chip design deal sent SNPS shares up 4.19% - but the financial terms remain entirely undisclosed.
Companies Jabil Q4 earnings results beat forecasts, but shares fall 6%
Jabil's Q4 earnings results beat estimates and its FY2027 guide topped forecasts, yet shares fell 6.25% as investors weighed capex risk.
Companies Ford F-150 supplier disruption hits Q3 wholesale numbers
Ford's F-150 supplier disruption will dent Q3 wholesale volumes, CEO Jim Farley says, even as he calls the parts issue fixed.
Companies Hormel Seals $1.055bn Brakebush Deal Amid Profit Slump
The Hormel Brakebush acquisition adds $1.055bn of debt-funded chicken capacity just as Hormel's quarterly profit and share price both slide.
Companies Japan Corporate Governance Reform Doubles ROE, Says Schroder Japan Trust Manager
Japan's corporate governance reform has roughly doubled the average return on equity for Japanese companies over the past decade, according to Masaki Taketsume, manager of the Schroder Japan Trust (SJG),…
Companies HPE Lands First AMD Helios Order in $1.2bn Vultr Deal
HPE's first AMD Helios order, a $1.2bn deal with cloud firm Vultr, comes with an upgraded networking growth forecast and a share price pop.
Companies Two UK Dividend Stocks Worth Scrutinising as Gilt Yields Bite
UK dividend stocks face a stiff test at the moment: the 10-year gilt is yielding 5.14%, which means the government is paying investors meaningfully for the simplest trade in finance.…
Companies Santander Switching Deal Pays £240, But Two Exclusions Could Catch You Out
Santander's £240 switching deal is now the highest-paying offer available to most UK current account holders, but the eligibility rules are stricter than the headline figure suggests. Requests must be…
Companies Carnival Q3 2026 earnings mark a third straight record quarter
Carnival Q3 2026 earnings set records for revenue, net income and yields, extending a streak of beats despite rising fuel costs and pricing pressure.
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