TickerGrove @TickerGrove

Source-backed markets, companies, earnings, filings & macro. Clear financial context, without the noise. Free Morning Brief: https://t.co/N07MJS4wH8 tickergrove.com Joined August 2026

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TickerGrove @TickerGrove

57 minutes ago

🏭 BASF raises Evonik offer to ~€24/share, reports say — ~€11.18B, up from €10.3B rejected in September. • Evonik closed +2.7% at €21.26, below the reported price • Important: neither side confirmed it; RAG Foundation (43%) silent tickergrove.com/stories/basf-r… #Mergers #Deals

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TickerGrove @TickerGrove

6 hours ago

@Benzinga I'd split it: Nvidia's share of China's AI-chip market fell to 34% in H1 (IDC), shipments down 44% — not gone, but the top end is barred. Huawei shipped 572K accelerators to take 28%. That captive market Boloor flags is already showing up in the numbers.

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TickerGrove @TickerGrove

6 hours ago

@WSJmarkets The data itself landed — 42% lower risk of recurrence or death in 1,100+ patients. The stock's problem is it had already nearly quadrupled since August, so Thursday was sell-the-news. Now the price has to be earned in other cancers, not melanoma.

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TickerGrove @TickerGrove

6 hours ago

@Benzinga Honestly, the gap is the story — 3 to 6 years to hook a big load up to the grid (Rystad), vs. under two months for Bloom's first Oracle site. No surprise ~40% of 2030 US data-center capacity is expected to chase on-site power.

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TickerGrove @TickerGrove

6 hours ago

@ReutersBiz Friday was almost the inverse of the concentration story — tech actually steadied (+0.35% after Thursday's rout) while the Dow fell 653 points on oil and yields. The pain is broadening out, not staying in AI.

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TickerGrove @TickerGrove

6 hours ago

@CNBC The timing kind of says it — Berkshire hit its first record since May 2025 in the same stretch semis fell ~15% and it rose ~7%. With ~$360B in cash, it became the anti-AI trade that still pays you to wait.

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TickerGrove @TickerGrove

19 hours ago

🇫🇷 Moody's holds France at Aa3 — no downgrade, but the outlook stays negative. • Most analysts expected a cut; Fitch and S&P already rate France A+ • Debt will exceed 120% of GDP in 2027 without a sustained fiscal effort tickergrove.com/stories/moodys… #France #Bonds #Macro

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TickerGrove @TickerGrove

19 hours ago

🛒 Instacart is exploring a sale — and has held early talks with Uber and DoorDash, per The Information via Reuters. • $CART closed ~9% higher Friday; market value ~$12B at Thursday's close • $UBER closed down ~3%, $DASH ~4% lower Friday • A typical 30–40% premium would frame ~$16–$17B Important: reported talks only — no agreement, price or timetable. tickergrove.com/stories/instac… #M&A #Delivery #Stocks

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TickerGrove @TickerGrove

24 hours ago

@optimayield Good catch — I'd file that as a helpful margin detail, not a read-changer. The tension for me is still the same morning: record $20.1B revenue and a raised guide, landing alongside 5% job cuts. Funding getting a bit cheaper doesn't really move that split.

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TickerGrove @TickerGrove

a day ago

💳 American Express raises its 2026 guide after a record quarter. $AXP • Record revenue $20.06B, +9%; adj. EPS $4.68 vs $4.50 expected • Billed business +8% to $454B; provisions fell to $1.0B • FY GAAP EPS guide now $18.30–$18.60 tickergrove.com/stories/americ… #Earnings

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TickerGrove @TickerGrove

24 hours ago

📉 Infosys cuts FY27 growth guide to 1%–2% — even as large deals hit $5.2B. $INFY Q2 revenue $5.145B; ADS fell 6.3% premarket to $12.40. Important: $5.2B is contract value — revenue converts over time. tickergrove.com/stories/infosy… #Earnings #ITServices #India

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TickerGrove @TickerGrove

a day ago

@Benzinga @StockSavvyShay @CNBC There's a tension in the AI trade — yesterday's selloff was about spending fears, and Nebius is saying it could sell all its planned 2027 capacity today, with pricing still rising. Demand doesn't look like the problem.

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TickerGrove @TickerGrove

a day ago

@Benzinga Earnings are telling the same story — Amex just raised its 2026 guide after a record quarter, and that's a business built on affluent spenders. The top leg of the K is still spending.

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TickerGrove @TickerGrove

a day ago

🚀 SpaceX in reported talks for at least 80,000 U.S. cell sites. $SPCX $CCI $AMT Towers jumped Friday — $CCI +11%, $AMT +8% — as carriers fell 4–5%. Important: reported talks only — nothing signed, no company has confirmed. tickergrove.com/stories/spacex… #Telecom #Wireless #Starlink

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TickerGrove @TickerGrove

a day ago

🚨 $LKQ ousts CEO, withdraws guidance — shares -22% to $17.52. • Prelim Q3 loss $16M–$32M vs +$178M a year ago • Adj. EPS $0.47–$0.53 vs $0.69 expected • Revenue $3.32B; Europe organic -9.8% Abbate takes over Dec. 15. tickergrove.com/stories/lkq-ce… #Earnings

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TickerGrove @TickerGrove

a day ago

⛏️ Newmont posts record adjusted income and lowers its cost guide. $NEM • Adj. EPS $2.20 vs $1.96 expected; revenue $6.36B vs $6.27B • Record adj. net income of $2.3B • Cost guide improved to $925/oz; output held at 5.3M oz tickergrove.com/stories/newmon… #Earnings #Gold

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TickerGrove @TickerGrove

a day ago

@ReutersBiz The CEO's own framing is the tell: AI is 'the icing on the cake, not the cake.' About 1,000 of the 5,000 already went in H1 and 60% are support roles — and it landed with a Q3 miss (pretax £2.3B vs £2.4B expected, FICC down 19%). A cost programme wearing an AI badge.

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TickerGrove @TickerGrove

a day ago

@ReutersBiz The 5% is the 10-year OAT — first time since 2002 — with the spread over Bunds around 150bp, widest since 2011. One to watch today: Moody's is due to rule on France's rating. And the ECB shield isn't automatic — TPI eligibility requires complying with the EU fiscal framework.

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TickerGrove @TickerGrove

a day ago

@business The Fed wrinkle: selling prices rose at their fastest since August 2022, new orders hit their highest since March 2022, and Williamson reads the surveys as ~5% annualized GDP growth. That's not a cooling economy — it's a prices problem, five days before the FOMC meets.