Marcin Frąckiewicz

Oracle Corporation Earnings Today: Can AI Cloud Growth Calm Wall Street’s Cost Fears?
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Oracle Corporation Earnings Today: Can AI Cloud Growth Calm Wall Street’s Cost Fears?

Oracle will report third-quarter results after markets close Tuesday, as investors watch whether AI cloud demand can offset soaring data center costs. Shares fell 1.4% in early trading. Oracle plans to raise up to $50 billion this year for cloud expansion and may cut thousands of jobs, according to Bloomberg. Analysts expect revenue of $16.9 billion and adjusted EPS of $1.70.
March 10, 2026
Vertiv Holdings launches industrial UPS as S&P 500 move tests next phase of AI growth
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Vertiv Holdings launches industrial UPS as S&P 500 move tests next phase of AI growth

Vertiv Holdings on Tuesday launched an industrial-grade UPS for factories and harsh sites, expanding its lineup before its March 23 S&P 500 entry. The company completed a $2.1 billion bond offering and secured a $2.5 billion credit facility this month. Vertiv forecasts 2026 net sales up to $13.75 billion after a surge in orders and backlog. The industrial UPS market includes established rivals Eaton and Schneider Electric.
March 10, 2026
Meta Platforms to Charge Advertisers New Fees in Europe to Cover Digital Taxes
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Meta Platforms to Charge Advertisers New Fees in Europe to Cover Digital Taxes

Meta Platforms will add “location fees” for advertisers in Austria, France, Italy, Spain, Turkey, and the UK starting July 1, to cover local digital services taxes. The surcharge, ranging from 2% to 5% depending on the country, applies based on where ads are delivered. Meta previously absorbed these costs but will now pass them to brands buying Facebook and Instagram ads. Meta declined to comment.
March 10, 2026
Palantir Technologies Faces Fresh Pentagon AI Risk as Anthropic Lawsuit Clouds Maven Work
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Palantir Technologies Faces Fresh Pentagon AI Risk as Anthropic Lawsuit Clouds Maven Work

Anthropic sued to overturn a Pentagon blacklist barring its AI from military contracts, raising uncertainty for Palantir’s $1 billion Maven program, which uses Anthropic’s Claude. Palantir shares fell 0.4% early Tuesday. U.S. agencies have begun phasing out Anthropic products, switching to OpenAI and Google. The Pentagon has signed separate AI deals worth up to $200 million each with Anthropic, OpenAI, and Google.
March 10, 2026
Lumentum Holdings Inc. to Join S&P 500 After Nvidia Deal Lifts AI Optics Trade
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Lumentum Holdings Inc. to Join S&P 500 After Nvidia Deal Lifts AI Optics Trade

Lumentum Holdings will join the S&P 500 on March 23 after S&P Dow Jones Indices named it in the benchmark’s quarterly rebalance. The move follows Nvidia’s $2 billion investment in Lumentum and multibillion-dollar purchase commitments for advanced laser components. Lumentum reported fiscal Q2 revenue of $665.5 million, up 65.5% from a year earlier, and forecasted up to $830 million for the current quarter.
March 10, 2026
Micron Technology, Inc. Stock Rises on Applied Materials AI Memory Deal Ahead of Earnings
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Micron Technology, Inc. Stock Rises on Applied Materials AI Memory Deal Ahead of Earnings

Micron Technology will partner with Applied Materials on advanced DRAM and NAND chip development, expanding U.S. research as AI demand strains memory supply. Micron shares rose to $389.32, up $19.14. Engineers in Silicon Valley and Boise will focus on new materials and chip architectures. The move comes as rivals Samsung and SK Hynix lead in high-bandwidth memory shipments for AI systems.
March 10, 2026
Apple Faces Fresh German Fine Threat After Publishers Reject App Tracking Changes
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Apple Faces Fresh German Fine Threat After Publishers Reject App Tracking Changes

German publishers and advertisers urged the country's cartel office to reject Apple's proposed changes to App Tracking Transparency and impose a fine, arguing the revisions still give Apple too much control over ad data. The regulator is reviewing Apple's December offer and has not ruled out penalties. France fined Apple €150 million over ATT last year. Apple shares rose 0.9% in U.S. premarket trading Tuesday.
March 10, 2026
Why Sandisk Stock Jumped 11.6% as AI Storage Demand Drew a Fresh $1,000 Call
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Why Sandisk Stock Jumped 11.6% as AI Storage Demand Drew a Fresh $1,000 Call

Sandisk shares jumped 11.6% to $588.73 on Monday, outpacing Micron and Western Digital as investors bought into memory and AI-linked storage stocks. The company reported second-quarter revenue of $3.03 billion, up 31% from the prior quarter, and forecasted stronger-than-expected Q3 results. Analyst Mehdi Hosseini reiterated a Buy rating and $1,000 price target, citing tight NAND supply and rising AI demand.
March 10, 2026
Entain PLC Draws Barclays 5% Stake as UK Gambling Tax Shake-Up Hits Rivals
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Entain PLC Draws Barclays 5% Stake as UK Gambling Tax Shake-Up Hits Rivals

Barclays disclosed a 5.02% stake in Entain, making it one of the bookmaker’s largest reported shareholders, according to a TR-1 filing late Monday. Most of Barclays’ holding is via swaps and derivatives, not direct shares. Entain shares fell 1.57% after results showed a statutory loss due to a £488 million impairment tied to UK tax changes. The company ended 2025 with £3.64 billion in adjusted net debt.
March 10, 2026
United Utilities Group PLC starts two new water-quality projects as UK water scrutiny intensifies
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United Utilities Group PLC starts two new water-quality projects as UK water scrutiny intensifies

United Utilities has begun building a stormwater tank in Barrow and will spend £5 million on two tanks in South Ribble, aiming to reduce sewage spills in northwest England. The Barrow tank, part of a £100 million programme, is due for completion in 2028. The company reported a 21% rise in half-year revenue to £1.31 billion and pretax profit more than doubled to £325.3 million. Net debt stood at £9.61 billion.
March 10, 2026
Coca-Cola HBC AG Shares Buck FTSE Slide as Oil Shock Tests 2026 Profit Outlook
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Coca-Cola HBC AG Shares Buck FTSE Slide as Oil Shock Tests 2026 Profit Outlook

Coca-Cola HBC shares rose 0.09% to 4,500 pence Monday, outperforming the FTSE 100’s 0.3% drop as oil and aluminium prices surged. Brent crude jumped 6.8% and aluminium hit a four-year high, raising cost concerns. The bottler targets 7%-10% organic operating profit growth in 2026 after reporting 8.1% organic revenue growth last year. Its $2.6 billion deal for Coca-Cola Beverages Africa is set to close by late 2026.
March 10, 2026
Rightmove plc Shares Slip Despite Fresh Buyback as AI Spending Doubts Linger
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Rightmove plc Shares Slip Despite Fresh Buyback as AI Spending Doubts Linger

Rightmove repurchased 210,000 shares Monday, but shares closed down 2.7% at 453 pence, leaving the stock 45% below its 52-week high. The company kept its 2026 revenue growth forecast at 8–10% but expects profit growth to slow as margins dip during heavier investment. Rightmove remains in the FTSE 100 after review. Analysts are divided on whether AI spending will boost growth or pressure margins.
March 10, 2026
Airtel Africa Plc Buys 80,000 Shares as $100 Million Buyback Nears March 31 Deadline
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Airtel Africa Plc Buys 80,000 Shares as $100 Million Buyback Nears March 31 Deadline

Airtel Africa bought 80,000 shares at an average 345.59 pence each on March 6, part of a $100 million buyback set to run through March 31. The company now has 3.645 billion voting rights outstanding and has repurchased 44.1 million shares under the program. Airtel plans to list its mobile payments unit, Airtel Money, in the first half of 2026. Nine-month revenue to Dec. 31 was $4.667 billion.
March 10, 2026
M&G Plc Shares Slide Ahead of 2025 Results as Dividend and Cash Generation Face Test
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M&G Plc Shares Slide Ahead of 2025 Results as Dividend and Cash Generation Face Test

M&G Plc shares fell 2.1% to 297 pence ahead of Thursday’s full-year 2025 results. Analyst consensus points to a drop in adjusted operating profit to £820 million and weaker operating capital generation at £729 million. Assets under management are forecast to rise to £372 billion, with net outflows improving to £2.1 billion. The ordinary dividend is expected to increase slightly to 20.5 pence per share.
March 10, 2026
Informa Plc presses on with £200 mln share buyback ahead of 2025 results as Gulf risks shadow outlook
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Informa Plc presses on with £200 mln share buyback ahead of 2025 results as Gulf risks shadow outlook

Informa bought 1.363 million shares for cancellation last week as part of a 2026 buyback of at least £200 million, reducing total shares to 1,279,627,119. The company reports 2025 results Thursday and has forecast over £4 billion in 2025 revenue and 6% underlying growth for 2026. Informa is also exploring a sale of its Monaco luxury events assets. JPMorgan has cut 2026 Gulf growth forecasts amid regional tensions.
March 10, 2026
Aviva plc Restarts £350 Million Buyback as Shares Slide — Why Analysts Still See Value
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Aviva plc Restarts £350 Million Buyback as Shares Slide — Why Analysts Still See Value

Aviva bought 20,000 shares for cancellation under its £350 million buyback, but shares closed down 2.58% at 611.2 pence. The company reported a 25% rise in 2025 operating profit to £2.2 billion, boosted by the Direct Line acquisition. Aviva resumed buybacks after pausing for the deal, and proposed a 26.2 pence final dividend. The buyback program started March 6 and runs through August 6.
March 10, 2026
Hiscox Ltd Cancels More Shares as $300 Million Buyback Builds After Record Profit
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Hiscox Ltd Cancels More Shares as $300 Million Buyback Builds After Record Profit

Hiscox bought back 69,849 shares on March 6 at an average 1,459.08 pence each and will cancel them as part of its $300 million buyback. The insurer reported 2025 pre-tax profit rose to a record $732.7 million, with written premiums up 5.9% to $4.98 billion. January renewals saw London Market pricing down 4% and reinsurance down 13%. Hiscox reserved $170 million for California losses earlier this year.
March 10, 2026
Diageo plc Shares Stay Near Lows After Dave Lewis Slashes Dividend and Cuts Forecast
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Diageo plc Shares Stay Near Lows After Dave Lewis Slashes Dividend and Cuts Forecast

Diageo shares closed down 0.29% at 1,521 pence Monday after the company cut its 2026 organic sales forecast and halved its interim dividend to 20 cents a share. The group expects 2026 organic sales to fall 2%-3% and reported a 2.8% drop in first-half organic net sales and profit. CEO Dave Lewis plans to present a new strategy later this year. Net debt stood at $21.7 billion as of Dec. 31.
March 10, 2026
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