Diageo: First Quarter on Dave’s Plan Wasn’t Too Drastic
Diageo’s first quarter under CEO Dave Lewis showed modest price changes and regional growth outside North America, supporting a turnaround without drastic further cuts.
Diageo’s first quarter under CEO Dave Lewis showed modest price changes and regional growth outside North America, supporting a turnaround without drastic further cuts.
$115bn of orders for its $25bn+ deal, tying Alphabet for the 6th-biggest IG orderbook EVER. Unsurprisingly, the biggest were also this year. Oracle (Feb ‘26) at $129bn and Amazon (Mar ‘26) at $126bn $MSFT https://t.co/r8qX4CY148
Wild -- $CMCSA now has more wireless subs than video subs https://t.co/xzibVdl2bf
ebay $EBAY soaring at $GME has more than $1 billion in unrealized gains after buying 10% of the company at the bottom.
We celebrated the listing of $PS and $PSUS on the Mexican Stock Exchange today. https://t.co/8bmktVR7bb
@JerryCap $NOW ceo on CNBC every 90 days pumping... It's night and day from Miller and $CSU just quietly grinding behind the scenes, listening to customers and sharing best practices.
Next quarter, for the first time ever, $META ad business will be larger than $GOOG search, and it is also growing at >2x the rate. https://t.co/9VVtcEfy5H
Steve Eisman links a Democratic midterm sweep and CoreWeave concerns to an AI narrative shift as the S&P 500 fell 4.4% and Nasdaq 5.5%.
Ovintiv’s C$1.26 billion purchase of Logan Energy at roughly 2x proved reserve value points to further consolidation among Canadian oil…
Axon cut full-year guidance after delayed federal Dedrone contracts slowed 3Q revenue growth to 28%, while software and services grew 43%.
Axon’s 3Q26 revenue growth fell to 28% after delayed federal Dedrone contracts, while software grew 43% and its $1.2 billion Skydio…
AMD's Q3 revenue rose 45% to $13.4 billion as data center reached $8.5 billion, 64% of sales, driven by EPYC and Instinct ramps.
Datadog beat Q3 revenue guidance by $52 million, but guided Q4 revenue flat as its largest AI-native customer reduced usage after renewing.
Moderna reported $1.313bn in Q3 revenue, up 29%, and $130m in operating income versus a $260m loss, while operating cash flow was negative…
Vicor earns a Strong Buy after record Q3 results and AI gains, while QXO falls to Hold over capital structure and execution risk.
Cloudflare’s Q3 revenue rose 39% to $782.5 million, its fastest growth in nearly four years, while a $67.9 million GAAP operating loss and…
Airbnb’s 3Q’26 revenue grew 16% ex-FX as bookings accelerated, but consumer travel agents remain a long-term competitive threat.
Dynatrace reported 17% Q2 revenue growth but flat new ARR and lower profit and free-cash-flow guidance, following its $816 million Arize…
Coherent sells constrained InP capacity through volume-priced modules, while a $20 billion PhotonLink agreement marks its first…
Arm reported Q2 revenue of $1.443 billion, up 27%, as licensing rose 50% while royalties grew 8%; Q3 guidance calls for $1.54 billion.
Reddit fell 29% after warning that Google search traffic was declining, despite Q3 revenue rising 53%; the bull case rests on communities,…
Nvidia has committed capital to customers, compute providers and AI startups, tying investments, capacity purchases and rent backstops to…
Rocket Lab faces Neutron delays, Iridium acquisition dilution and cash burn despite expected 66% Q3 revenue growth, leaving RKLB priced for…
Intel’s data-center revenue rose 80% to $7.3 billion as AI-agent workloads lift server CPU demand, but Intel 3 wafers and advanced…
EQT becomes the largest U.S. natural-gas producer after acquiring Range Resources, with takeover speculation centered on Berkshire Hathaway…
Marvell’s Lumentum acquisition targets optical networking demand as AI data centers shift from copper to lasers, expanding its hyperscaler…
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