Valuation Compression is Disconnected from Forward Earnings Risk. The magnitude of multiple contractions implies structural revenue impairment. Yet there is no evidence of customer churn acceleration, budget freezes, or competitive displacement in reported results The market is reacting to demo ris
Moody's Ratings (Moody's) says that Danaher Corporation's ("Danaher"; A2 stable) announcement on 17 February that it entered into a definitive agreement to acquire Masimo Corporation ("Masimo") for approximately $9.9 billion in total enterprise value will bolster its diagnostics segment while also m...
Moody's Ratings (Moody's) assigned a B1 rating to CNX Resources Corporation's (CNX) proposed senior unsecured notes. CNX's existing ratings, including its Ba3 Corporate Family Rating (CFR), Ba3-PD Probability of Default Rating (PDR), and B1 senior unsecured notes ratings, and positive outlook remain...
CSX President and Chief Executive Officer to Address Barclays Industrial Select Conference JACKSONVILLE, Fla., Feb. 12, 2026 (GLOBE NEWSWIRE) -- CSX Corp. (NASDAQ: CSX) President and Chief Executive Officer, Steve Angel, will address the Barclays 43rd Annual Industrial Select Conference in Miami Beach on Thursday, February 19, at approximately 11:50 a.m. ET. This address will be broadcast live via webcast at . A replay will be available following the conclusion of this event. This announcement, as well as additional financial information, is available on the company’s website at .About C...
CSX Announces $670M Locomotive Fleet Upgrade with Wabtec JACKSONVILLE, Fla., Feb. 09, 2026 (GLOBE NEWSWIRE) -- CSX (NASDAQ: CSX) today announced that it has signed a $670 million deal with Wabtec Corporation (NYSE: WAB) to upgrade its fleet with 100 new Evolution Series locomotives, 50 modernized locomotives, and a suite of digital solutions and services. “Our locomotive fleet is a fundamental element of our safe and reliable railroad,” said Mike Cory, Executive Vice President and Chief Operating Officer at CSX. “Modernizing these critical assets strengthens network performance and suppo...
MSFT - We believe that Microsoft is on its way to accelerating cloud and AI monetization, which is going to comprise a bigger piece of Redmond going forward and will ultimately spur growth and margins over the coming years. While Anthropic has seen significant advancements in model performance and
CSX Announces Leadership Changes to its Executive Team JACKSONVILLE, Fla., Feb. 03, 2026 (GLOBE NEWSWIRE) -- CSX (NASDAQ: CSX) today announced that Executive Vice President and Chief Administrative Officer Diana Sorfleet will retire from the company. Riz Chand is appointed Chief Human Resources Officer, effective February 23, 2026, and will report directly to President and Chief Executive Officer, Steve Angel. Sorfleet retires after nearly 15 years of distinguished service at CSX, during which she played a central role in shaping the company’s people strategy and strengthening its cultur...
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Salesforce, Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 26 January 2026 in which we reassessed the appropriateness of the ratings in the context o...
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