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News 2026-10-09 10:06 UTC

Bank of America lifts Soitec on margin outlook

Bank of America analysts raised Soitec to buy from neutral, saying photonics should significantly expand the French semiconductor-materials maker's gross margin over the coming years. They see gross margin rising to 29% in fiscal 2027, 39% in fiscal 2028 and 44% in fiscal 2029.

News 2026-10-08 17:28 UTC

Goldman Says Tech Bull Market Has Room to Run

Goldman Sachs Wealth Management’s Matt Weir says the recent concentration of market gains among a handful of large technology stocks doesn’t signal the end of the bull market. He expects hyperscaler capital-spending growth to decelerate from its extraordinary pace but remain well above overall economic growth, and argu

News 2026-10-07 02:25 UTC

Thai Central Bank Likely to Keep Monetary Policy Accommodative -- Market Talk

0224 GMT - The Bank of Thailand is still likely to keep monetary policy accommodative, say two members of Goldman Sachs' economics research team in a note. While reduced fuel subsidies could drive up inflation by allowing greater pass-through from global energy prices, the members do not expect the BOT to respond unles

News 2026-09-30 14:21 UTC

Jabil Reports Q4 2026 Results: Full Earnings Call Transcript

On Wednesday, Jabil (NYSE: JBL ) discussed fourth-quarter financial results during its earnings call. The full transcript is provided below. This content is powered APIs. For comprehensive financial data and transcripts, visit View the webcast at Summary Jabil Inc reported a strong finish to fiscal 2026 with Q4 revenue

News 2026-09-18 06:51 UTC

Full Transcript: Gerdau Q2 2026 Earnings Call

Gerdau (NYSE: GGB ) held its second-quarter earnings conference call on Wednesday. Below is the complete transcript from the call. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. The full earnings call is available at Summary Gerdau reported a 7% increase in shipments

News 2026-09-17 11:20 UTC

Eni Q2 2026 Earnings Call Transcript

Eni (NYSE: E ) released second-quarter financial results and hosted an earnings call on Wednesday. Read the complete transcript below. This content is powered APIs. For comprehensive financial data and transcripts, visit The full earnings call is available at Summary Eni reported strong Q2 financial performance with 5.

News 2026-09-17 07:50 UTC

Neptune Insurance Hldgs Q2 2026 Earnings Call Transcript

Neptune Insurance Hldgs (NYSE: NP ) reported second-quarter financial results on Wednesday. The transcript from the company's second-quarter earnings call has been provided below. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. View the webcast at Sum