Wendy’s Shares Surge as Nelson Peltz Prepares Take-Private Bid
Trian Fund Management is preparing a take-private bid for Wendy’s, potentially backed by BlueFive Capital and Flynn Group in the coming weeks.
NOTRELOAD AI
BofA Downgrades Bending Spoons Over Limited Debt Capacity for M&A
BofA cuts Bending Spoons to Underperform, citing only $7B debt capacity vs $18B implied M&A.
Jumia Reports Positive Q2 Results and Secures $50 Million Capital Raise
Jumia Q2 results: GMV +23% adjusted, Adj. EBITDA loss down 36% to $8.7M. $50M capital raise anchored by IFC. Path to Q4 2026 breakeven reaffirmed.
Berenberg Downgrades Novo Nordisk to Hold as ‘Battle of the Pills’ Heats Up
Novo Nordisk faces tougher H2. Berenberg downgrades to Hold on rising rivalry with Lilly’s Foundayo.
Nebius Beats Wall Street Expectations as AI Cloud Deals and Capacity Surge in Q2
Nebius beats Q2 revenue estimates at $582.3M (+454% YoY) with record AI cloud deals and raised 5 GW capacity target.
Nokia Shares Rally as U.S. Eyes Ban on Chinese Optical Transceivers
Nokia shares climb after reports the FCC may ban new Chinese optical transceivers, positioning the company as a winner in the AI data-center buildout.