Marcin Frąckiewicz

Bullish’s $4.2 Billion Equiniti Deal Tests Wall Street’s Tokenized Stock Push

Bullish’s $4.2 Billion Equiniti Deal Tests Wall Street’s Tokenized Stock Push

Bullish will acquire Equiniti from Siris Capital in a $4.2 billion stock-and-debt deal, adding a regulated shareholder-records business to its portfolio. The transaction includes $1.85 billion in assumed debt and $2.35 billion in Bullish stock priced at $38.48 per share. Bullish shares fell as much as 8.7% in premarket trading following the announcement. Equiniti serves over 20 million shareholders and processes $500 billion in annual payments.
May 5, 2026
RBC and BMO Near $2 Billion Moneris Sale to Verifone Owner, Report Says

RBC and BMO Near $2 Billion Moneris Sale to Verifone Owner, Report Says

Royal Bank of Canada and Bank of Montreal are in advanced talks to sell Moneris to Francisco Partners in a deal valuing the payments processor at over $2 billion, the Financial Times reported. Moneris processes about one in three transactions in Canada and serves 325,000 merchant locations. An agreement could be reached by summer, but other bidders may still emerge. All parties declined to comment.
May 5, 2026
Duolingo Stock Slides After Q1 Beat as 2026 Growth Outlook Tests AI Bet

Duolingo Stock Slides After Q1 Beat as 2026 Growth Outlook Tests AI Bet

Duolingo shares fell as much as 14% in after-hours trading Monday after the company reported slower bookings growth and higher AI costs, despite beating first-quarter revenue estimates. Bookings rose 14% to $308.5 million, but the company forecast just 5.8% bookings growth for Q2. Paid subscribers reached 12.5 million, up 21%. Duolingo’s full-year revenue outlook stands at $1.205 billion.
May 5, 2026
IBM Db2 Genius Hub Gets Google Vertex AI And Intel Gaudi Support As Enterprise AI Moves Closer To Production

IBM Db2 Genius Hub Gets Google Vertex AI And Intel Gaudi Support As Enterprise AI Moves Closer To Production

IBM said its Db2 Genius Hub now supports Google Vertex AI and Intel Gaudi AI accelerators, expanding AI inference options for database operations across cloud and on-premises systems. The update arrives ahead of IBM Think 2026 in Boston, where CEO Arvind Krishna is set to announce further enterprise AI plans. Db2 Genius Hub already works with Amazon, Nvidia, and AMD hardware. New features will begin rolling out in June.
May 5, 2026
BHP’s China Iron Ore Deal Puts Miner Back in Focus as Yuan Pricing Ripples Through Rivals

BHP’s China Iron Ore Deal Puts Miner Back in Focus as Yuan Pricing Ripples Through Rivals

BHP’s iron ore pricing settlement with China’s state buyer is under scrutiny after a May 3 report warned of possible industry-wide effects. The agreement, reached after a months-long dispute, uses a weighted average of four price indices for Jimblebar fines. BHP has not disclosed full commercial terms. The deal comes as BHP expands copper and potash projects in Australia and Canada.
May 4, 2026
Emirates Is Almost Back: 96% Global Network Restored as Dubai Flights Rebuild

Emirates Is Almost Back: 96% Global Network Restored as Dubai Flights Rebuild

Emirates has restored 96% of its global network, now serving 137 destinations in 72 countries with over 1,300 weekly flights. Dubai International handled 18.6 million passengers in Q1, down from 23.4 million a year earlier. UAE air traffic resumed normal operations after restrictions were lifted on February 28. On Monday, missile and drone threats forced flight diversions and caused injuries at Fujairah’s oil zone.
May 4, 2026
Occidental Stock Faces a High-Stakes Earnings Test as OXY Bulls Pile In

Occidental Stock Faces a High-Stakes Earnings Test as OXY Bulls Pile In

Occidental Petroleum shares rose 2.66% to $60.27 Monday ahead of first-quarter earnings due after Tuesday’s market close. The move followed higher oil prices and anticipation of a June CEO transition to Richard Jackson. Analysts remain divided on earnings impact, with average EPS estimates at 58 cents on $5.64 billion revenue. Occidental’s Q1 filing showed average realized oil prices of $69.91 a barrel.
May 4, 2026
Jim Cramer Isn’t Sold on Microsoft Stock — Azure and Copilot Now Face a $190 Billion Test

Jim Cramer Isn’t Sold on Microsoft Stock — Azure and Copilot Now Face a $190 Billion Test

Microsoft shares traded nearly flat at $413.62 Monday after Jim Cramer called its latest results “okay” but “not joyous.” Fiscal Q3 revenue rose 18% to $82.9 billion, with Microsoft Cloud up 29% and Azure revenue up 40%. CEO Satya Nadella said Microsoft’s AI business reached a $37 billion annual run rate. Capital expenditures hit $31.9 billion for the quarter, with expectations to top $40 billion next quarter.
May 4, 2026
Japan’s Russian Oil Cargo Arrives as Hormuz Crisis Forces Tokyo’s Hand

Japan’s Russian Oil Cargo Arrives as Hormuz Crisis Forces Tokyo’s Hand

The Oman-flagged tanker Voyager, carrying Russian Sakhalin Blend crude for Taiyo Oil, arrived off Imabari, Japan, on Monday but could not berth due to rough seas. This marks Japan’s first Russian oil delivery since Iran-related disruptions cut Gulf supply. Taiyo said the shipment followed a government request and was cleared by Western authorities as outside Russian sanctions.
May 4, 2026
Beazley Plc Takeover Watch: Vanguard’s 5% Filing Puts Zurich’s £8.1 Billion Deal Back in Focus

Beazley Plc Takeover Watch: Vanguard’s 5% Filing Puts Zurich’s £8.1 Billion Deal Back in Focus

Vanguard disclosed a 5.03% stake in Beazley plc, filing after Zurich Insurance’s £8.1 billion cash takeover cleared a key shareholder vote but still awaits court and regulatory approval. Beazley shares last closed at 1,276.50 pence before the May 4 London holiday, below Zurich’s 1,310 pence offer. Vanguard’s position dated May 1 showed recent small share purchases. The deal’s court sanction is expected in the second half of 2026.
May 4, 2026
Legal & General Stock Faces Jefferies Downgrade as UK Pension Support Race Heats Up

Legal & General Stock Faces Jefferies Downgrade as UK Pension Support Race Heats Up

Jefferies downgraded Legal & General Group Plc to Underperform and cut its price target to 185p from 230p, citing a deteriorating income outlook and concerns over solvency surplus being fully used for dividends. The new target is about 27% below the last close of 254.90p. The London Stock Exchange was closed Monday, delaying market reaction until Tuesday. L&G recently received FCA approval for targeted pension support.
May 4, 2026
British American Tobacco Share Count Update: Small Filing Puts BAT Buyback Back in Focus

British American Tobacco Share Count Update: Small Filing Puts BAT Buyback Back in Focus

British American Tobacco issued 19,950 ordinary shares under its Sharesave scheme in April, a minor increase representing about 0.0009% of its voting share base. The company’s London-listed shares last closed at 4,329p before the Early May Bank Holiday. BAT continues to reduce its equity base through buybacks amid tougher competition from Philip Morris and Altria. As of April 30, BAT reported 2,169,936,467 ordinary shares with voting rights.
May 4, 2026
National Grid Stock Faces May 14 Earnings Test as U.S. Refund Hit Clouds £70 Billion Grid Plan

National Grid Stock Faces May 14 Earnings Test as U.S. Refund Hit Clouds £70 Billion Grid Plan

National Grid’s London shares did not trade Monday due to the UK bank holiday, while its New York ADR fell $1.12 to $87.36. Investors await May 14 full-year results after the company warned of a roughly 1 pence EPS hit from U.S. regulatory refunds and storm costs. U.S. peers Eversource and Avangrid are pressing FERC for higher allowed returns after a recent rate cut and $1.5 billion refund order.
May 4, 2026
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