>>> Victoria's Secret beats by $0.25, beats on revs; guides Q1 revs above consen

Victoria's Secret beats by $0.25, beats on revs; guides Q1 revs above consensus; guides FY27 revs above consensus
  • Reports Q4 (Jan) earnings of $2.77 per share, $0.25 better than the FactSet Consensus of $2.52; revenues rose 7.8% year/year to $2.27 bln vs the $2.23 bln FactSet Consensus.
    • Comparable sales increased 8% in the fourth quarter and 5% for the full year
  • Co issues upside guidance for Q1, sees Q1 revs of $1.49-1.53 bln vs. $1.42 bln FactSet Consensus.
    • At this forecasted level of net sales, operating income for the first quarter of 2026 is expected to be in the range of $32 million to $42 million compared to adjusted operating income of $32 million for the first quarter of 2025.
  • Co issues upside guidance for FY27, sees FY27 revs of $6.85-6.95 bln vs. $6.77 bln FactSet Consensus.
    • At this forecasted level of net sales, operating income for fiscal year 2026 is expected to be in the range of $430 million to $460 million compared to fiscal year 2025 adjusted operating income of $403 million.

>>> US Gapping down

Gapping down
In reaction to earnings/guidance:
  • GO -23.8%, SES -19.9%, STUB -14.9%, CCRN -6.7%, KURA -6.4%, CIEN -6.4%, VSCO -5.8%, PLPC -5.3%, BTE -5.2%, SSYS -4.7%, BJ -4.5%, RGTI -4.1%, KROS -3%, AEO -2.7%, JBI -2.5%, STTK -2.1%, BULL -2%, JD -1.8%, ARDT -1.7%, KR -1.6%
Other news:
  • PEPG -21.6% (FDA places FREEDOM02 trial on partial clinical hold)
  • COHR -6.2% (launches 224Gbps quad TIA for next-gen AI)
  • IREN -4.8% (enters purchase agreement for 50,000+ NVDA B300 GPUs)
  • SHC -3.7% (stock offering by selling shareholders)
  • BBT -1.5% (files mixed securities shelf offering)
  • MDLN -1.5% (prices secondary offering of 75.0 mln shares of common stock at $41.00 per share)
  • WLKP -1.3% (files $500 mln mixed shelf offering)
  • XNCR -1.2% (announces change to Ultomiris royalty revenue forecast)
  • MS -1% (report it will lay off 2,500 employees, according to WSJ)

>>> US Gapping up

Gapping up
In reaction to earnings/guidance:
  • ALTO +24.6%, NAGE +14.8%, OOMA +10.1%, VEEV +9.8%, WKEY +9.2%, BURL +6.9%, CBRL +6.6%, AVGO +6.5%, GOTU +5.5%, CCEC +5.1%, BLLN +4%, OKTA +1.8%, BILI +1.4%, CNQ +1.3%, LQDA +0.9%
Other news:
  • TTD +20.3% (OpenAI engaged in early conversations with TTD about advertising sales, according to The Information)
  • GPK +6.8% (CEO bought 44,278 shares at $11.32 worth ~$501K)
  • FIGR +4.3% (reports February operating data)
  • WIX +4.1% (launches modified Dutch auction tender offer for up to $1.75 bln of shares)
  • NRC +1.8% (provides business update; surpasses $152 mln in total recurring contract value)
  • NVRI +1.7% (early termination of waiting period for the proposed sale of Clean Earth)
  • DUOL +1.6% (Director bought 5,000 shares at $99.76 worth ~$499K)
  • CMCO +1.5% (Pacific Avenue Capital Partners completes acquisition of U.S. power chain hoist and chain business from CMCO)

FT : Revolut applies for US banking licence in push to crack American market

Revolut applies for US banking licence in push to crack American market
London-based fintech says move influenced by Trump administration’s willingness to permit new players

Revolut has applied for a US banking licence, capitalising on the Trump administration’s openness to new entrants into the regulated banking system to crack the American market.

The London-based digital bank said on Thursday it had applied for a US national bank charter with the Office of the Comptroller of the Currency (OCC) and the Federal Deposit Insurance Corporation (FDIC).

A charter would boost the $75bn fintech’s odds of cracking the US market, which has long been a key part of its global growth strategy. Revolut, which was founded in 2015, has amassed more than 70mn customers in more than 40 markets.

It would also allow Revolut to offer insured deposits to US customers and mean it would no longer need deals with regulated partner banks to offer banking services.

Sid Jajodia, Revolut’s US chief executive, told the FT the timing of its application had been boosted by the White House’s willingness to back new entrants to the regulated banking system.

“Kudos to the administration on driving a very forward-thinking agenda in that space,” he said, welcoming greater regulatory clarity, including around crypto.

Revolut said on Thursday that Jajodia was being elevated to global chief banking officer, with Cetin Duransoy taking over his US role. Duransoy previously led Raisin, which offers high-yield savings accounts in partnership with banks and credit unions.

The US application comes as Europe’s biggest fintech still lacks a full UK banking licence. Revolut received authorisation for one in 2024 but remains in the so-called mobilisation phase while it develops its banking infrastructure, meaning its banking division can only hold £50,000 in total deposits.

Revolut had initially planned to apply for a US licence after securing a UK licence from the Prudential Regulation Authority. Other foreign regulators have also indicated that they would grant licences following PRA approval, the FT previously reported.

Like most European fintechs, Revolut has long harboured ambitions to grow in the US. It will face the challenge of standing out in the highly competitive US credit card market dominated by incumbents with strong customer loyalty.

The company already has about half a million small business customers in the US and a similar number of retail customers, Jajodia said. Revolut would initially offer personal loans and credit cards.

In 2021, Revolut drafted a preliminary application for the FDIC and Californian regulators but never made a formal submission. Under the previous Biden administration, the OCC had taken a more hardline approach to licensing foreign banks.

Last year, there were 14 applications to the OCC — many from fintechs — for a de novo charter to become a limited-purpose national trust bank, according to data from law firm Freshfields. That was almost as many as the total for the preceding four years.

In December, the OCC approved five applications for US banking licences, including two for new entities owned by crypto asset companies Circle and Ripple.

>>> US Early premarket gappers

Early premarket gappers
  • Gapping up:
    • ALTO +25.8%, NAGE +18.6%, TTD +17.2%, VEEV +10.9%, WKEY +9.1%, AVGO +7%, OOMA +6.8%, GPK +5.9%, CBRL +5.6%, BLLN +4%, FIGR +3.9%, GOTU +3.7%, WIX +3.4%, BILI +3.1%, CNQ +2.2%, NRC +1.8%, NVRI +1.7%, DUOL +1.6%, CMCO +1.5%, OKTA +1.5%, ATHM +1.2%
  • Gapping down:
    • GO -24.9%, PEPG -17.9%, SES -17.8%, STUB -13.3%, CCRN -5.8%, PLPC -5.3%, COHR -4.3%, IREN -4.2%, SHC -4.1%, STOK -4.1%, RGTI -4.1%, KROS -3%, STTK -3%, BTE -2.8%, AEO -2.6%, JBI -2.5%, JD -1.9%, BBT -1.6%, ARDT -1.6%, BULL -1.5%, WLKP -1.3%, MDLN -1.3%, MS -1.1%

TechCrunch : Anthropic CEO Dario Amodei calls OpenAI’s messaging around military

Anthropic CEO Dario Amodei calls OpenAI’s messaging around military deal ‘straight up lies,’ report says

Anthropic co-founder and CEO Dario Amodei is not happy — perhaps predictably so — with OpenAI chief Sam Altman. In a memo to staff, reported by The Information, Amodei referred to OpenAI’s dealings with the Department of Defense as “safety theater.”

“The main reason [OpenAI] accepted [the DoD’s deal] and we did not is that they cared about placating employees, and we actually cared about preventing abuses,” Amodei wrote.

Last week, Anthropic and the U.S. Department of Defense (DoD) failed to come to an agreement over the military’s request for unrestricted access to the AI company’s technology. Anthropic, which already had a $200 million contract with the military, insisted the DoD affirm that it would not use the company’s AI to enable domestic mass surveillance or autonomous weaponry.

Instead, the DoD — known under the Trump administration as the Department of War — struck a deal with OpenAI. Altman stated that his company’s new defense contract would include protections against the same red lines that Anthropic had asserted.

In a letter to staff, Amodei refers to OpenAI’s messaging as “straight up lies,” stating that Altman is falsely “presenting himself as a peacemaker and dealmaker.”

Amodei might not be speaking solely from a position of bitterness, here. Anthropic specifically took issue with the DoD’s insistence on the company’s AI being available for “any lawful use.” OpenAI said in a blog post that its contract allows use of its AI systems for “all lawful purposes.”

“It was clear in our interaction that the DoW considers mass domestic surveillance illegal and was not planning to use it for this purpose,” OpenAI’s blog post stated. “We ensured that the fact that it is not covered under lawful use was made explicit in our contract.”

Critics have pointed out that the law is subject to change, and what is considered illegal now might end up being allowed in the future.

And the public seems to be siding with Anthropic. ChatGPT uninstalls jumped 295% after OpenAI made its deal with the DoD.

“I think this attempted spin/gaslighting is not working very well on the general public or the media, where people mostly see OpenAI’s deal with the DoW as sketchy or suspicious, and see us as the heroes (we’re #2 in the App Store now!),” Amodei wrote to his staff. “It is working on some Twitter morons, which doesn’t matter, but my main worry is how to make sure it doesn’t work on OpenAI employees.”

>>> La Lettre - 05/03/2026 - English

Transport – Alstom’s Hydrogen Train Fiasco
A 2021 contract between Alstom and SNCF for twelve bi-mode hydrogen trains has turned problematic. The four client regions face significant cost overruns — unit prices reaching €17.3M vs. €10M for a standard train — and disappointing performance, particularly the Cummins fuel cell falling far short of its expected 10,000-hour lifespan. Grand Est wants out and is negotiating to convert its order to conventional trains. Alstom itself is looking to extricate itself from this underperforming niche contract.

Politics – Lobbyists Running in Paris Municipal Elections
Around ten influence professionals appear on the lists of Rachida Dati (LR/Modem) and Pierre-Yves Bournazel (Horizons/Renaissance) for the Paris municipal elections. Notable names include Maud Gatel (ex-TBWA), Nelly Garnier (Havas Paris) on the Dati list, and Marlène Schiappa (ex-minister, now at Tilder) on Bournazel’s. Emmanuel Grégoire’s left-wing list features far fewer lobbyists.

Corporate – Dussopt Tipped for Emeis Chairmanship
The Caisse des dépôts is quietly backing former Labour Minister Olivier Dussopt to succeed Guillaume Pepy as chairman of Emeis (formerly Orpea). Already a board member at CDC Habitat and La Poste, Dussopt is well embedded in the CDC ecosystem. A decision is expected at the AGM on June 23rd.

Defence/Aerospace – Macron’s Space Summit Pushed to September
Originally planned for April, then July, the international space summit has now been pushed to September 2026, with scheduling conflicts — including the ILA Berlin air show — making earlier dates unworkable.

Media – Musical Chairs at RMC
RMC is losing key talent: crime & justice specialist Guillaume Biet is joining TF1, and political journalist Hélène Terzian has moved to France Info. Despite strong ratings — RMC ranked 2nd among radio brands by listening time in January — departures are mounting under director Karim Nedjari.​​​​​​​​​​​​​​​​

La Lettre 05/03/2026 - French

Transports – Le fiasco du train à hydrogène d’Alstom
Le contrat de 2021 entre Alstom et la SNCF pour douze rames bi-mode à hydrogène tourne au cauchemar. Les quatre régions clientes (Occitanie, Grand Est, Bourgogne-Franche-Comté, Auvergne-Rhône-Alpes) font face à des surcoûts majeurs — le prix unitaire atteignant 17,3 M€ contre 10 M€ pour un train classique — et à des performances décevantes, notamment sur la durée de vie de la pile à combustible Cummins, très en deçà des 10 000 heures prévues. La région Grand Est souhaite sortir du contrat et convertir sa commande en rames classiques via Jean Castex. Alstom, de son côté, cherche à se défaire de ce contrat de niche peu rentable.

Politique – Lobbyistes candidats aux municipales parisiennes
Une dizaine de professionnels de l’influence figurent sur les listes de Rachida Dati (LR/Modem) et de Pierre-Yves Bournazel (Horizons/Renaissance). Parmi les noms notables : Maud Gatel (ex-TBWA), Nelly Garnier (Havas Paris), Marlène Schiappa (ex-ministre, Tilder) côté Bournazel. La liste d’Emmanuel Grégoire compte beaucoup moins de lobbyistes.

Entreprises – Dussopt pressenti à la tête d’Emeis
La Caisse des dépôts pousse Olivier Dussopt pour succéder à Guillaume Pepy à la présidence d’Emeis (ex-Orpea). Administrateur de CDC Habitat et de La Poste, Dussopt gravite déjà dans la galaxie CDC. La décision devrait intervenir lors de l’AG du 23 juin.

Défense/Aéronautique – Le sommet spatial de Macron repoussé à septembre
Initialement prévu en avril, puis juillet, le sommet international sur l’espace est finalement reporté à septembre 2026, un calendrier trop chargé ayant rendu les dates précédentes irréalistes.

Médias – Mercato à RMC
RMC perd plusieurs figures importantes : Guillaume Biet (police-justice) rejoint TF1, Hélène Terzian est passée chez France Info. La direction de Karim Nedjari fait face à des départs en série malgré le succès d’audience de la station.

>>> Europe : Brokers Upgrades & Downgrades - 5th of March 2026 V2(+)

>>> Up
* Airbus Raised to Buy at Citi; PT 217 euros
* Aker BP Raised to Neutral at JPMorgan; PT 308 kroner
* Alcon AG Raised to Buy at Bank Vontobel; PT 76 Swiss francs (+)
* Alfa Laval Raised to Equal-Weight at Morgan Stanley
* Athens Intnl Airport Raised to Equal-Weight at Barclays
* Dow Raised to Market Perform at BMO; PT $35
* DSV Raised to Buy at ABG; PT 1,900 kroner
* EnQuest Raised to Overweight at JPMorgan; PT 25 pence
* Heidelberg Materials Raised to Buy at Citi; PT 220 euros
* Inditex Raised to Buy at Deutsche Bank; PT 63 euros
* LyondellBasell Raised to Market Perform at BMO; PT $68
* Schweiter Raised to Add at Baader Helvea; PT 289 Swiss francs
* Seadrill Raised to Neutral at Citi; PT $46
* Schweiter Raised to Add at Baader Helvea Amid Cost-Cuts (+)
* Softcat Raised to Neutral at UBS; PT 1,225 pence
* Thales Raised to Neutral at Intesa Sanpaolo; PT 260 euros (+)
* Traton Raised to Buy at Pareto Securities; PT 35.64 euros
* Vistry Group Raised to Buy at Stifel; PT 610 pence
* XP Power Raised to Add at Peel Hunt; PT 1,480 pence (+)

>>> Down
* Aker BP Cut to Sell at ABG; PT 260 kroner
* American Air Cut to Neutral at Rothschild & Co Redburn
* d'Amico Intl Shipping Cut to Hold at Kepler Cheuvreux
* Domino's Pizza Group Cut to Sell at Deutsche Bank; PT 175 pence
* Duell Cut to Reduce at Inderes; PT 2.80 euros
* Flughafen Wien Cut to Neutral at Oddo BHF; PT 55 euros
* Keller Cut to Hold at Deutsche Bank; PT 2,200 pence
* Segro Cut to Hold at Peel Hunt; PT 825 pence
* TF1 Cut to Underweight at Barclays; PT 7 euros
* Var Energi Cut to Sell at ABG; PT 33 kroner

>>> Initiation
* Blackstone Reinstated Equal-Weight at Barclays; PT $126
* CSG Rated New Buy at Kepler Cheuvreux; PT 38 euros
* CSG Rated New Overweight at Morgan Stanley; PT 42 euros
* CSG Rated New Overweight at JPMorgan; PT 40 euros
* CSG Rated New Overweight at Morgan Stanley; PT 42 euros
* CSG Rated New Outperform at BNP Paribas; PT 37 euros
* CSG Rated New Neutral at Oddo BHF; PT 33.50 euros
* CSG Rated New Buy at Jefferies; PT 35 euros
* CoreWeave Rated New Underperform at Bernstein
* Lundbeck Resumed Buy at Nordea; PT 55 kroner (+)
* Nova Ljubljanska Rated New Buy at Deutsche Bank; PT 241 euros
* Vestas ADRs Rated New Hold at Berenberg; PT $9.20 (+)

>>> Call
* AI an Indirect Risk to Industrial Companies’ Hardware: Barclays
* Alfa Laval Ready for Order Beats, Morgan Stanley Upgrades
* CSG Gets New Buy Ratings as Analysts Say Well-Placed in Defense
* Inditex Lifted to Buy at Deutsche Bank, Higher Multiple Deserved (+)
* Intercos 2026 Guidance Positive on Beauty Market, Say Analysts (+)
* Kering Gets Upgrade at Bernstein Over Recalibrated Consensus

>>> What to look at today - 5th of March 2026

Asian equities rebounded, with South Korea leading gains after its worst rout on record, as markets regained some composure following a surge in volatility sparked by the Middle East conflict. South Korea’s Kospi Index surged 8.4% to lift the broader MSCI Asia Pacific Index 2.2%, the first increase in four sessions. The rally tracked Wednesday’s climb on Wall Street after stronger economic data soothed inflation concerns. The advance appeared tentative, with equity-index futures for the US and Europe edging lower, while the dollar — reasserting its role as a haven in times of crisis — strengthened. Chinese shares also traded higher even as the country set its 2026 gross domestic product target at 4.5% to 5%, the lowest growth objective since 1991. China also set its 2026 CPI target at about 2%. While sentiment in equities market rebounded, crude oil continued its advance. Gold and silver extended their gains amid concerns the conflict could be drawn out. Treasuries were also a touch weaker, with the yield on the 10-year rising by two basis points to 4.11%.  Support from US stocks offered Asian traders a partial reprieve from Wednesday’s broad regional declines, as investors continued to assess the war’s impact on growth and inflation. For the rebound to be sustained, investors will likely need greater clarity on the duration of the conflict and the extent to which it will fan inflation. Uncertainty about how long the conflict could last is forcing investors to look to recent history as a guide for markets. Many are revisiting trades enacted after Russia’s 2022 invasion of Ukraine, betting that this week’s spike in energy prices will stoke inflation, sparking lasting strength in the dollar as well as weakness in bonds and stocks. Traders remained focused on oil as the spike in prices following the Iran war threatened to accelerate inflation. Crude climbed as traders assessed the widening fallout from the US-Israeli war against Iran, with the combatants vowing to press on with the conflict that’s upending energy markets. West Texas Intermediate climbed above $77 a barrel, after spiking about 11% in the first three days of the week, while Brent traded close to $84. Elsewhere, China’s government told the country’s largest oil refiners to suspend exports of diesel and gasoline as the escalating conflict disrupts the arrival of crude from one of the world’s largest producing regions. With virtually no oil or fuel making its way out of the Persian Gulf since US and Israeli attacks began at the weekend, refiners from Japan to Indonesia and India have begun cutting back run rates and suspending exports. Meanwhile, President Donald Trump expressed confidence in the military campaign against Iran even as the timeline for operations remained unclear. Tehran targeted Israel and Gulf states while Israeli and American forces followed through on pledges to bomb targets in the Islamic Republic. The US sank an Iranian warship in international waters. Tehran also dismissed a report it had reached out to the US to negotiate an end to the conflict as “pure falsehood.” China, meanwhile, will dispatch its special envoy on Middle East affairs to the region to conduct mediation efforts. One key focus for traders in Asia is South Korea — a bellwether for artificial intelligence investments that has rallied to become the world’s second-best-performing equities market. Shares gained 9% on Thursday, following a 12% crash the previous day. “Korean stocks are likely to remain in a volatile situation depending on the oil price, making it difficult to time an entry,” said Hiroshi Namioka, chief strategist at T&D Asset Management. “When volatility is high, the investment appeal deteriorates on a risk-return basis.” US After Hours AVGO +5.1% higher on earnings and upbeat AI commentary; ALTO +27.7%, NAGE +23.7% higher on earnings; DUOL +1.5% on insider buy; SES -22.2%, GO -21.7%, STUB -11.8% lower on earnings.

Nikkei +2.21% Hang Seng +0.84% CSI +1.31% Shanghai +0.84% Shenzen +1.60%

Eur$ 1.1594 CNH 6.8992 CNY 6.8965 JPY 157.22 GBP 1.3318 CHF 0.7815 RUB 77.8965 TRY 43.9879 WTI$ 77.49 +3.79% Gold 5,141 +0.05% BTC 72,440 -1.21% ETH 2,123 -1.21%

S&P -0.17% Nasdaq -0.18% EuroStoxx -0.25% FTSE +042% Dax -0.26% SMI

Macro :
- Iran Begins Shift Toward Governing for Prolonged War: Fars
- DAX Index Unchanged; Schaeffler, Deutz Among Those Added to MDAX
- Taula’s New Hire Knight Made $800 Million Profit at Millennium
- BTIG Joins Goldman, Citadel Securities in Bullish Stocks Call
- EU Shortlists Swedish, UK Firms to Manage €5 Billion Tech Fund
- Anthropic Reopens Talks with Pentagon After Feud Over AI Safety
- Goldman’s Solomon Is Watching for ‘Frothiness’ in Private Credit
- Missile Production Must Accelerate to Restock Arsenal: Truist
- Index Rebal Note attached

Keep an eye on :
- AEO US : American Eagle 4Q Net Revenue Beats Estimates
- AMP IM : Amplifon Completes Sale of UK Business to Hidden Hearing
- AMP IM : Amplifon 4Q Net Revenue Misses Estimates, Amplifon’s ‘Ambiguous’ Guidance Implies Downgrades
- ANDR AV : Andritz FY Dividend per Share Beats Estimates
- AVIO IM : Avio to Join FTSE MIB Index, Banca Popolare Sondrio to Leave
- AZN LN : Xencor Says Alexion Will Not Pay Royalties on Ultomiris US Sales
- BAYN GY : Bayer Welcomes US Court Backing of Roundup Settlement
- OWL US : Blue Owl Bearish Bets at All-Time High Amid Private Credit Fears
- BOSN SW : Bossard FY Ebit Meets Estimates
- AVGO US : Broadcom Jumps as $100B AI Chip Sales Goal Revives Sentiment
- BA US : NASA Said to Tap Boeing-Lockheed’s Vulcan for Top of Moon Rocket
- BBCQ US : Quantum Startup Pasqal to List Via SPAC at $2 Billion Valuation
- CPR IM : Campari FY Adjusted Ebit Beats Estimates, Campari ADRs Gain on ‘Impressive’ Top-Line Growth
- COLOB DC : Coloplast Names Gavin Wood as CEO
- DAWN US : Day One Biopharmaceuticals Soars on Betaville M&A Speculation
- PBB GY : Deutsche PBB FY Pretax Loss EU250M, Est. Loss EU220.6M
- DHL GY : Deutsche Post 4Q Supply Chain Ebit Meets Estimates
- DUE GY : Duerr Sees 2026 Adjusted Ebit Margin 5% to 6.5%, Est. 5.91%
- EZJ LN : EasyJet Loses FTSE 100 Spot as Rightmove Clings On to Its Place
- EKTAB SS : Elekta 3Q Net Sales Miss Estimates (1)
- ELI BB : Elia Group 2026 Net Income Forecast Beats Estimates
- GALD SW : Galderma Sees 2026 Sales at Constant FX +17% to +20%, Est. +17%
- GFT GY : GFT Sees 2026 Revenue About EU930M, Est. EU929.5M
- GLEN LN : Glencore Sells 6.3 Million Century Aluminum Shares for $51.75/Ea
- HIK LN :
- IGG LN : Lion Finance, IG Group to Join FTSE 100 Index
- ICOS IM : Intercos FY Adjusted Ebitda EU156.0M Vs. EU143.3M Y/y
- IPI US : Intrepid Potash 4Q Adjusted EPS Beats Estimates
- SKF GY : Fertiliser disruption from Iran conflict prompts global food shortage warnings - FT
- LEG GY : LEG Immobilien FY Dividend per Share Matches Estimates
- MDT US : Medtronic Diabetes Unit’s IPO Sparks Analyst Debate
- MRK GY : Merck KGaA 2026 Adjusted Ebitda Forecast Misses Estimates
- MRNA US : *MODERNA SHARES CLIMB 16% TO HIT HIGHEST LEVEL SINCE OCT. 2024
- BMPS IM : Monte Paschi Approves Slate of Candidates for Board Renewal
- MS US : Morgan Stanley to Lay Off About 3% of Workforce -- WSJ
- NANO FP : +17,5% in NY -->
- NEXI IM : Nexi 4Q Ebitda Misses Ests.; Takes €3.7b Goodwill Impairment, Nexi Targets Div Distribution Growth at Least 5%/Yr in 2026-2028
- NOVOB DC : Novo Chair Faces Investor Pushback Over Dual Leadership Roles
- NVDA US : Nvidia refocuses TSMC capacity as export controls stall China sales
- PAT GY : Patrizia Sees 2026 Ebitda EU60.0M to EU75.0M
- R3NK GY : RENK Group Sees 2026 Adj. Ebit EU255M to EU285M, Est. EU262.9M
- GFTI US : Rigetti Computing 4Q Revenue Misses Estimates
- SAN SM : Santander Exposure to Failed Lender MFS More Than £200 Million
- STG DC : Scandinavian Tobacco Proposes DKK4.50/Shr Div Vs DKK6.83 Est
- SNR LN : Arcline Is Said to Enter Battle for UK Aerospace Firm Senior
- SRG IM : Snam FY Adjusted Ebitda Meets Estimates, Snam Sees 2026 Adjusted Net Income Above EU1.45B, Est. EU1.41B
- SAX GY : Stroeer 4Q Adjusted Ebitda Beats Estimates
- TWEKA NA : TKH FY Revenue Meets Estimates
- TOM2 NA : Tomtom Nominates Mike Schoofs as CEO as Co-Founders Step Down
- TRMDA DC : Oaktree Capital Said to Seek $79.5 Million In Torm Share Sale
- VIE FP : Enviri Gets Early Antitrust Clearance for Clean Earth Sale
- VKTX US : VKTX: Viking Therapeutics management to meet with Truist
- WIZZ LN : Wizz Air Cuts Guidance as Iran Conflict Hits Flights, Jet Fuel, Wizz Air Falls as FY26 Profit Warning Casts Doubt
- YAR NO : Intrepid Potash 4Q Adjusted EPS Beats Estimates