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RBC: Martin Marietta's Lhoist Lime Deal Looks Pricey but Could Boost Revenue by 24%
Stocks

RBC: Martin Marietta's Lhoist Lime Deal Looks Pricey but Could Boost Revenue by 24%

RBC Capital Markets says Martin Marietta's proposed purchase of Lhoist North American Lime looks pricey but could boost 2027 revenue by 24%

Marcus Devlin ·
Rivian Boosts 2026 Delivery Forecast to 70,000 on Early R2 Demand
Stocks

Rivian Boosts 2026 Delivery Forecast to 70,000 on Early R2 Demand

Rivian raised its 2026 delivery forecast to 65,000-70,000 vehicles after second-quarter deliveries climbed 14% to 12,194. Early demand for t

Marcus Devlin ·
Hudbay Gets Green Light to Boost Copper Mill Capacity at Peru Mine
Stocks

Hudbay Gets Green Light to Boost Copper Mill Capacity at Peru Mine

Hudbay Minerals secures a key environmental permit amendment for its Constancia copper mine in Peru, allowing the mill to process 34 million

Eleanor Whitfield ·
Berenberg Boosts Generali's German Earnings Forecasts, Sees Strong Solvency and Margins
Stocks

Berenberg Boosts Generali's German Earnings Forecasts, Sees Strong Solvency and Margins

Berenberg raised its earnings forecasts for Generali's German business after a deep-dive event, highlighting a strong solvency ratio and imp

Marcus Devlin ·
Codelco's Copper Problem: High Costs, Not Scarce Ore, Squeeze Margins
Stocks

Codelco's Copper Problem: High Costs, Not Scarce Ore, Squeeze Margins

Chile's state-owned copper giant Codelco is struggling with high operational costs and rising debt, not a lack of copper. An internal docume

Eleanor Whitfield ·
Lucid Misses Q2 Delivery Estimates, Names New CFO Amid Restructuring
Stocks

Lucid Misses Q2 Delivery Estimates, Names New CFO Amid Restructuring

Lucid missed second-quarter delivery estimates, reporting 3,953 vehicles delivered versus a forecast of 4,618. The company also announced a

Marcus Devlin ·
Jaguar Land Rover Sales Drop 15% on Supply Fire and Model Phase-Out
Stocks

Jaguar Land Rover Sales Drop 15% on Supply Fire and Model Phase-Out

Jaguar Land Rover reported a 15.3% drop in retail sales to 80,000 vehicles in its fiscal first quarter, driven by a supplier fire and softer

Eleanor Whitfield ·
Rivian Raises 2026 Delivery Target to 70,000 as R2 SUV Gains Traction
Stocks

Rivian Raises 2026 Delivery Target to 70,000 as R2 SUV Gains Traction

Rivian raised its 2026 delivery target to 65,000–70,000 vehicles after second-quarter deliveries rose 14% to 12,194, helped by the first cus

Eleanor Whitfield ·
Agnico Eagle Halts Quebec Pit After Wall Shift, Warns of 2026 Output Hit
Stocks

Agnico Eagle Halts Quebec Pit After Wall Shift, Warns of 2026 Output Hit

Agnico Eagle Mines paused operations at the Barnat open pit in Quebec after a wall shift, but says Q2 production will still edge above plan.

Marcus Devlin ·
RBC Says NiSource's Data Center Pipeline Could Boost Earnings Growth
Stocks

RBC Says NiSource's Data Center Pipeline Could Boost Earnings Growth

RBC Capital Markets says NiSource's Indiana utility NIPSCO may be close to signing over 1 GW of data center demand, potentially boosting ear

Marcus Devlin ·
Argentine Renewable Energy Firm Genneia Files for Dual NYSE and Buenos Aires IPO
Stocks

Argentine Renewable Energy Firm Genneia Files for Dual NYSE and Buenos Aires IPO

Genneia, an Argentine renewable energy company, has filed for a dual listing on the New York Stock Exchange and Buenos Aires. The firm repor

Marcus Devlin ·
JD Sports Focuses on Internal Fixes as Berenberg Sees Soft Sales Ahead
Stocks

JD Sports Focuses on Internal Fixes as Berenberg Sees Soft Sales Ahead

Berenberg keeps a buy rating on JD Sports, betting on internal improvements like store refreshes and digital upgrades. The bank forecasts a

Eleanor Whitfield ·