Finance Updates – Page 58 – Finance Updates

How DigitalBridge’s Tower-Led Growth is Reshaping Infra, Telecom & AI Demand

DigitalBridge pursues a tower-led digital inf...

It diversifies across towers, data centers, f...

Recent tower M&A and sale-leaseback deals (GD...

A proposed ~$4B SoftBank acquisition (announc...

Why Intel, AMD & Micron Are Fueling the Next Memory & AI Chip Boom

Americas Markets Semiconductor and Other Electronic Component Manufacturing

KeyBanc upgraded Intel and AMD to Overweight,...

Intel’s improving 18A yields (over 60%) suppo...

AMD expects at least 50% server CPU growth in...

KeyBanc raised Micron’s price target to $450 ...

Intel’s KeyBanc Upgrade: Betting on AI Demand, 18A Foundry Progress & Server CPU Potential

Global FYI Finance and Insurance

KeyBanc upgraded Intel to Overweight with a $...

KeyBanc says Intel is nearly sold out of 2026...

Intel’s 18A node for Panther Lake is reported...

Most analysts remain more cautious, flagging ...

Intel’s Crucial 2026: 18A Promise, 14A Risk & the Push to Take on TSMC

Americas Forecast Semiconductor and Other Electronic Component Manufacturing

2026 is the commercial inflection point for I...

Intel will advance 14A only with firm anchor-...

CHIPS Act and U.S. strategic backing help sca...

TSMC’s lead and entrenched demand make Intel’...

KeyBanc Keeps Neutral on Apple as Strong Sales Clash with Slowing Hardware Demand

Global FYI Finance and Insurance

KeyBanc reiterates a Sector Weight on Apple a...

Apple’s hardware spending index rose 22% quar...

Apple is gaining share and shipment growth gl...

With valuation elevated (about 35× P/E and ~1...

KeyBanc Upgrades AMD & Intel to Overweight as Cloud Demand and AI Accelerators Surge

Americas Markets Semiconductor and Other Electronic Component Manufacturing

KeyBanc upgraded AMD and Intel to Overweight ...

AMD’s 2025/2026 EPS estimates rise to $4.01/$...

Intel’s 2026 EPS is seen at $0.66 with a $60 ...

Consensus remains more bullish on AMD (Strong...

Host’s Growth Journey: PE Backing, Coast-to-Coast Expansion & Open Valuation Questions

Global FYI Finance and Insurance

Metalmark Capital took a minority growth-equi...

The deal funded a multimodal infrastructure e...

Host scaled to 30+ locations and ~500 employe...

Key terms remain undisclosed, leaving questio...

Fast Food’s Beverage Boom: Profit Margin Shift at Chick-fil-A & McDonald’s

Americas Firms Restaurants and Other Eating Places

Big fast-food chains are launching drink-focu...

Chick-fil-A’s Daybright (opened Oct. 30, 2025...

McDonald’s ended its standalone CosMc’s exper...

The opportunity is lower space, labor, and eq...

RaceTrac’s $566M Bet: Acquiring Potbelly to Ride the C-Store Foodservice Wave

Americas M&A Restaurants and Other Eating Places

RaceTrac acquired Potbelly on Oct. 23, 2025 f...

The deal gives RaceTrac control of Potbelly’s...

It highlights the accelerating convergence of...

Upside is meaningful but execution risk is hi...

Biometric Labor Tracking in Construction: SmartBarrel Boosts Productivity & Cuts Costs

Americas Firms Specialty Trade Contractors

SmartBarrel sells biometric, geofenced time-a...

By linking facial verification, cost codes, a...

A cited DSI deployment reported about $2.6M/y...

The company raised roughly $5.92M in May 2025...