Stocks
Single names, sectors, valuations and the trades behind the tape, explained in plain language.
Talon Metals picks Michigan mill over new North Dakota plant
Talon Metals is shelving plans for a new processing plant in North Dakota and will instead study using its existing Humboldt Mill in Michiga
VVT Med Raises CA$1.9M, Settles Debt as Stock Slips
VVT Med raised CA$1.9 million in a private placement and settled some debt with new shares. The funds will support US commercialization, man
Coforge board dispute escalates as another independent director resigns
Coforge's boardroom dispute is intensifying: independent director DK Singh has stepped down from a key committee role, days after Chairman O
Waterland exits Giacom tie-up as Gamma weighs Epiris bid
Dutch private equity firm Waterland says it is no longer teaming up with Giacom on a potential bid for Gamma Communications. The UK telecoms
SolarEdge targets $2.4B revenue by 2029, RBC says
SolarEdge is targeting $2.4 billion in revenue by 2029, with gross margin around 35%, according to RBC. The plan leans on its Nexis platform
Veralto's M&A push supports 5%-6% H2 growth target, RBC says
RBC Capital Markets says Veralto still expects 5%-6% core growth in the second half, supported by its planned $465 million purchase of Clean
AXA may raise profit growth target to 7%-9% at capital markets day
AXA may raise its annual profit growth target to 7%-9% at its September 15 capital markets day, according to Berenberg. The insurer has repe
RBC starts Dell coverage with outperform on $95B AI server backlog
RBC Capital Markets started covering Dell Technologies with an outperform rating, pointing to a $95 billion AI server backlog. The firm says
RH's tariff refunds mask a deeper margin squeeze, BofA warns
RH got a one-time lift from tariff refunds, but Bank of America warns higher freight, input costs and Vietnam tariffs could offset the benef
EssilorLuxottica executives defend CEO after heir's criticism
A memo signed by senior executives defends CEO Francesco Milleri, blaming the stock's slide on macro and geopolitical issues. The defense fo
Roots sales dip to CA$49.5M as Marquee Brands buyout heads to Oct. 13 vote
Roots' quarterly sales slipped to CA$49.5 million, but the bigger story is the proposed C$4.10-per-share cash buyout by Marquee Brands, now
SThree rejects Circle8's cash bid as undervaluing the recruiter
SThree has rejected an unsolicited all-cash takeover approach from US staffing firm Circle8 Group, arguing the bid significantly undervalues