The deal moves Uber Eats from single consumer orders into group and corporate orders, where the ticket is many times larger. Restaurant chains that sell catering gain a bigger ordering channel but also deal with one…
The deal joins two of the largest US truck brokers at a time when freight rates are weak. C.H. Robinson is aiming for about $300 million of run-rate cost savings within two years of closing and says RXO's shipment data…
This confirms the weekend's reports at a higher figure than the roughly $20 billion first mentioned. Schneider's shares fell about 9% in Paris as investors weighed the cost: the company projects about €250 million of…
At about $20 billion this would be a very large purchase for a company whose core business is electrical equipment and industrial automation, and it would move Schneider further into software, where revenue is…
The 2024 standards would have required owners of coal plants and new gas plants to fit carbon controls or retire units. Removing them changes capital plans at listed utilities and independent power producers with coal…
Fuel is the airlines' largest variable cost and most US carriers do not hedge it, so a move of this size goes straight to operating margins. Cutting flights protects fares on the remaining seats and reduces demand for…
Crude back above $100 raises selling prices for US oil producers and, with a lag, fuel costs for airlines, trucking and shipping companies, cruise lines and chemical and plastics makers that use oil-based feedstock…
The August numbers show energy costs moving back into consumer prices after the summer dip: gasoline directly, and air fares through jet fuel. That is revenue for refiners and for airlines able to pass fuel costs on…
Castings are one of the tightest points in the jet-engine supply chain, and GE's chief executive tied the purchase to simultaneous demand from new commercial engines, the aftermarket and defence. Bringing a major…
A shutdown delays payments and new awards for companies that sell to the federal government, chiefly defence and aerospace contractors, government IT and consulting firms, and health-care companies paid through federal…
LNG export volume is the revenue base for US liquefaction operators and for the pipeline companies that carry feed gas to the Gulf Coast terminals, and it is a growing source of demand for US gas producers. Higher…
At $60 billion, the Cursor purchase is among the largest prices paid for an AI application company and puts a listed buyer, SpaceX, in direct competition for AI coding revenue with Microsoft's GitHub Copilot, Anthropic…
The price floor sets a minimum cost for imported solar hardware. That protects US makers of polysilicon, wafers, cells and modules from cheaper imports, and it raises equipment costs for the companies that buy panels…
The release gives two different readings for listed companies. Private demand, the part that drives sales at retailers, travel firms, manufacturers and lenders, grew 3.9%, faster than the headline. The slowdown came…
The new duties apply to imports from 60 trading partners, including the EU, so retailers, apparel and footwear brands, consumer-electronics sellers and manufacturers that rely on imported parts keep paying a broad…
Delta is the first big US airline to report each season, so its numbers are read across the group. They show the mechanism at work in the sector: jet fuel, the largest variable cost, rose by about three quarters, and…
Crude is the revenue line for US exploration and production companies and the main cost input for refiners, airlines, truckers and chemical makers, so a slide to pre-war prices cuts both ways across listed sectors. The…
The deal raised more than all US IPOs of the previous two calendar years combined, according to Renaissance Capital, and created one of the largest listed US companies overnight. Index funds and benchmarked managers…
Spirit's exit removes a low-fare competitor from many leisure routes, giving larger listed carriers such as United, Delta, American, JetBlue and Frontier room to absorb its passengers, although several agreed to cap…
Hyperscaler capex is revenue for chip designers, memory makers, server and networking vendors, and for the utilities, power-equipment makers and contractors building data-centre capacity. The same spending weighs on…
Fuel is the biggest swing cost for airlines and cruise lines: United rose 7.9% and Carnival 11.2% on the day. For oil producers and refiners the move works the other way, cutting realised prices from the wartime peak…
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it touches, in our own words, with a link to the original report. It never says what to buy or sell;
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