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Beyond chipmakers, Quanta Services is a huge beneficiary of hyperscalers' massive spending.
Event-driven spotlight on Waste Connections Waste Connections (WCN) is back on investor radars after becoming technically oversold, just weeks before its scheduled third quarter 2026 earnings release and conference call later in October. Over the past few months, selling pressure has chipped away at Waste Connections' momentum, with the share price down 8.1% over 30 days and 13.5% year to date, while the 1 year total shareholder return has fallen 12.2%. However, the 3 and 5 year total...
Equifax (NYSE:EFX) faces fresh competition as Fannie Mae and Freddie Mac move to include VantageScore in mortgage underwriting in 2026. The Federal Housing Finance Agency is directing Fannie and Freddie to use a single pricing grid that applies to both VantageScore and FICO models. Major originators such as Rocket Mortgage are preparing to adopt the dual-score framework, reshaping demand for traditional mortgage credit reports. The shift to VantageScore alongside FICO could alter Equifax's...
T1 Energy Inc. recently advanced its plan to build a more vertically integrated U.S. solar supply chain by progressing construction of its 2.1 GW G2_Austin solar-cell facility, securing U.S.-based polysilicon and wafer sourcing agreements, and acquiring advanced solar technology patents after rebranding from FREYR Battery in February 2025. The company also agreed to raise US$50,000,000 through additional convertible senior notes, increasing total outstanding convertible debt to...
MSA Safety recently launched the G1 City Edition SCBA, a lighter and more ergonomic self-contained breathing apparatus that integrates LUNAR Beacon Technology and FireGrid connectivity to enhance firefighter search, rescue, and accountability, with early adoption by the Chesapeake Fire Department and international showcasing of related technologies. This product rollout highlights how MSA is deepening its focus on connected, data-enabled safety solutions that directly address fireground...
Boeing (NYSE:BA) has been awarded the U.S. Navy's F/A-XX sixth-generation fighter contract, a multi billion dollar program. The F/A-XX is planned to replace the Navy's current F/A-18 Super Hornet fleet and extend carrier air wing reach. This award follows Boeing's earlier win on the U.S. Air Force's F-47 next generation fighter, consolidating its role in future combat aircraft. The new F/A-XX contract for Boeing is a key development that investors should weigh against the rest of our...
Vertiv (VRT) stock has fallen 15% from its September 8 high. A $10,000 purchase at that high is worth about $8,500 today. A fall like that makes you want to act. It could be a cheaper way into a company that sells power and cooling equipment for data centers. It could also be a sign that something is wrong. Why are investors selling Vertiv.
Elon Musk publicly predicted Delta's CEO will lose his job over a Wi-Fi decision, and now United and American are spending real money to make that happen by poaching the elite flyers who fuel Delta's most profitable revenue streams.
FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORERule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser:Jupiter Fund Management Plc(b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), settlor and beneficiaries must be named. (c) Name of offeror/offere
Delhi Households Who Want to Rent a Dining Table Can Choose Four- and Six-Seater Wooden Sets With Chairs Included From ₹783 a Month, Delivered and Installed in 48 to 72 Hours; for a One-Year Stay in Delhi, a Six-Seater Set on a 12-Month Plan Costs ₹14,148 Against ₹25,000 to ₹60,000 to Buy; and the Best Dining Table Rental Company in Delhi Is Judged on Tenure Pricing, Deposit, Early Closure Charges and Free Relocation, a Segment Where Rentomojo, Operating in Delhi Since 2014, Is the Largest Onlin
Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
Whether you see them or not, industrials businesses play a crucial part in our daily activities. Unfortunately, this role also comes with a demand profile tethered to the ebbs and flows of the broader economy, and the industry is currently lagging as its six-month return of 2% has trailed the S&P 500’s 16.3% gain.
LONDON, October 02, 2026-- FORM 8.3
On Stocktwits, retail sentiment toward SPY and QQQ remained ‘bullish’ ahead of jobs data.
Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.
The Pentagon just handed Elon Musk a role shaping which weapons America builds for the next century, and SpaceX already holds billions in the contracts those decisions will influence.
While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.
Commercial Heating Opportunities Surge as Heat Pumps, Electrification, Smart Building Integration and Energy-Efficient System Upgrades Gain TractionDublin, Oct. 02, 2026 (GLOBE NEWSWIRE) -- "Commercial Heating Equipment Market Opportunity, Growth Drivers, Industry Trend Analysis, and Forecast 2026-2035" has been added to ResearchAndMarkets.com's offering. The global commercial heating equipment market was valued at USD 67.3 billion in 2025 and is projected to reach USD 145.7 billion by 2035, exp
Smart, AI-Enabled Thermostats Gain Momentum as Energy Efficiency, Connected Homes and Building Retrofits Drive Global DemandDublin, Oct. 02, 2026 (GLOBE NEWSWIRE) -- "Thermostat Market Opportunity, Growth Drivers, Industry Trend Analysis, and Forecast 2026-2035" has been added to ResearchAndMarkets.com's offering. The global thermostat market was valued at USD 6.8 billion in 2025 and is projected to reach USD 25.1 billion by 2035, expanding at a compound annual growth rate (CAGR) of 14.1%. Marke
LONDON, October 02, 2026-- FORM 8.3
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