|
|
|
10.07.26 - 17:06
|
Delta Rises on Profit Guidance; EasyJet Moves on Apollo Bid | Stock Movers (Bloomberg)
|
|
|
On this episode of Stock Movers:
- Delta (DAL) shares are higher after it reaffirmed its full-year profit guidance, citing strong demand for premium, corporate and international travel that helped offset the highest quarterly fuel expense in its history. The airline earned an adjusted $1.56 a share in the second quarter, topping analysts' estimates, with revenue rising 14% from a year earlier and capacity increasing just 1%.
- EasyJet (EZJ) shares are moving on news it received a fresh offer from Apollo Global Management for 715 pence a share, beating a rival proposal from Castlelake. EasyJet is "no longer minded to recommend the Castlelake proposal" and would be minded to recommend Apollo's bid to its shareholders, given that Apollo's £5.7 billion bid is superior to Castlelake's £5.5 billion offer.
- WD-40 (WDFC) shares jumped after the lubricant spray maker boosted its net sales forecast for the full year. (Source: Bloomberg)...
|
|
|
|
|
10.07.26 - 13:18
|
SK Hynix′s US Trading Debut, EasyJet Gets £5.7 Billion Apollo Bid | The Opening Trade 7/10/2026 (Bloomberg)
|
|
|
SK Hynix raised $26.5 billion in its American depositary receipt offering, as the South Korean memory chipmaker powered through volatility to deliver the largest ever US first-time share sale by a foreign company. SK Hynix's ADR offering joins a rush of tech giants tapping the market's deep pools of capital to fund the buildout of AI infrastructure.
EasyJet received a fresh offer from private equity firm Apollo Global Management for 715 pence a share that beats a rival proposal from Castlelake, a surprise twist in the takeover saga that sets up a possible bidding war between the two US investment funds.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Guy Johnson and Lizzy Burden. (Source: Bloomberg)...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
07.07.26 - 15:36
|
Slok Says Profit Margins Outside Mag 7 Need to Rise (Bloomberg)
|
|
|
Apollo Global Management Inc.'s Torsten Slok says Big Tech valuations are at risk. “We need to see profit margins go up outside the Magnificent 7,” Slok, Apollo's chief economist, said Tuesday on Bloomberg Television's Surveillance, using the shorthand term for the US tech titans. “In other words, what's going on with the S&P 493 becomes very, very critical.” (Source: Bloomberg)...
|
|
|
|
|
30.06.26 - 12:36
|
US Stocks Head for Best Quarter in Six Years | The Pulse 6/30/2026 (Bloomberg)
|
|
|
"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests: Torsten Slok, Apollo Global Management Chief Economist; Jim O'Neil, UK House of Lords Member & Former Goldman Sachs Asset Management Chairman; Tobias Adrian, IMF Financial Counsellor & Director of the Monetary and Capital Markets Department; Beata Javorcik, European Bank for Reconstruction and Development Chief Economist (Source: Bloomberg)...
|
|
|
|
|
30.06.26 - 11:12
|
Slok Says ECB May Hike Interest Rates Again in September (Bloomberg)
|
|
|
Torsten Slok, chief economist of Apollo Global Management, tells Bloomberg Television the European Central Bank faces uncertainty over second-round effects following months of energy-cost increases. "I do think that they will probably still think about hiking rates in September, and I still think that there is a highest likelihood that they will hike in September." Slok speaks with Bloomberg's Francine Lacqua at the ECB Forum on Central Banking in Sintra, Portugal. (Source: Bloomberg)...
|
|
|
29.06.26 - 17:48
|
Magnificent 7 vor Neubewertung? Der Cashflow wird zum Problem (Ariva)
|
|
|
Die Magnificent 7 galten lange als unschlagbar. Doch Apollo warnt: Hohe KI-Investitionen drücken den freien Cashflow, während der Gewinnvorsprung zum Markt schrumpft. Der jahrelang starke Handel mit den sogenannte Magnificent 7 bekommt Risse. Das berichtet Seeking Alpha unter Berufung auf Apollo Global Management. Anleger achten demnach wieder stärker auf Qualität und freien Cashflow. Torsten Slok, Chefökonom von Apollo, sieht eine schrittweise ......
|
|
|
|