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Caterpillar Inc: 3 directors

A director at Caterpillar Inc sold after exercising options 14,638 shares at 562.360USD and the significance rating of the trade was 55/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over ...

Moody's Ratings assigns Aa3 rating to P&G's unsecured floating rate no...

Moody's Ratings (Moody's) today assigned Aa3 rating to the 50-year senior unsecured floating-rate USD notes offered by The Procter & Gamble Company ("P&G"). The proceeds will be used for general corporate purposes and debt refinancing. P&G's other ratings including the Aa3 senior unsecured and Prime...

Moody's Ratings assigns Aa3 ratings to P&G's Unsecured EUR notes

Moody's Ratings (Moody's) today assigned Aa3 ratings to the 8 year and 20 year senior unsecured fixed-rate EUR notes offered by The Procter & Gamble Company ("P&G"). The proceeds will be used for general corporate purposes and debt refinancing. P&G's other ratings including the Aa3 senior unsecured ...

 PRESS RELEASE

Intuitive Announces Third Quarter Earnings

Intuitive Announces Third Quarter Earnings SUNNYVALE, Calif., Oct. 21, 2025 (GLOBE NEWSWIRE) -- Intuitive (the “Company”) (Nasdaq: ISRG), a global technology leader in minimally invasive care and the pioneer of robotic-assisted surgery, today announced financial results for the quarter ended September 30, 2025. Q3 Highlights Worldwide procedures (da Vinci and Ion combined) grew approximately 20% compared with the third quarter of 2024. Da Vinci procedures grew approximately 19% and Ion procedures grew approximately 52%.The Company placed 427 da Vinci surgical systems, compared with 379 ...

Workday Inc: 3 directors

Four Directors at Workday Inc bought/sold/gave away 22,226 shares at between 0.000USD and 238.956USD. The significance rating of the trade was 73/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's direc...

Caterpillar Inc.: Key facts and statistics - LTM June 2025

A summary company profile, detailing Caterpillar Inc.’s business operations and financial highlights.

Intercontinental Exchange Inc: 1 director

A director at Intercontinental Exchange Inc sold after exercising options/sold 10,082 shares at 158.883USD and the significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the compan...

FedEx Corporation - August 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Intercontinental Exchange, Inc.: ICE’s investment in Polymarket aligns...

ICE’s investment in Polymarket is strategically aligned with its long-term goals of expanding data services and participating in the evolution of digital finance.

 PRESS RELEASE

Intuitive expands AI and advanced imaging integration in Ion Endolumin...

Intuitive expands AI and advanced imaging integration in Ion Endoluminal System FDA-cleared software release enhances navigation and broadens access to advanced imaging for lung biopsy procedures  SUNNYVALE, Calif., Oct. 08, 2025 (GLOBE NEWSWIRE) -- Intuitive (NASDAQ:ISRG), a global technology leader in minimally invasive care and the pioneer of robotic-assisted surgery, today announced that the U.S. Food & Drug Administration (FDA) has cleared software advancements for the Ion endoluminal system (Ion). Ion, Intuitive’s robotic-assisted bronchoscopy platform, features an ultra-thin, sh...

Moody's Ratings affirms FedEx's Baa2 senior unsecured rating; outlook...

Moody's Ratings (Moody's) affirmed the ratings of FedEx Corporation ("FedEx"), including the Baa2 senior unsecured rating and the P-2 short-term rating. We also affirmed the ratings of Federal Express Corporation, including the Baa2 senior unsecured rating and the Aa3 rating of the Pass-Through Cert...

Moody's Ratings announces completion of a periodic review of ratings o...

Moody's Ratings (Moody's) has completed a periodic review of the ratings of CVS Health Corporation and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 18 September 2025 in which we reassessed the appropriateness of the ratings in the c...

 PRESS RELEASE

Intuitive Introduces Real-Time Surgical Insights for da Vinci 5

Intuitive Introduces Real-Time Surgical Insights for da Vinci 5 New Force Gauge, In-Console Video Replay, and Network CCM features designed for enhanced efficiency SUNNYVALE, Calif., Sept. 12, 2025 (GLOBE NEWSWIRE) -- Intuitive (Nasdaq: ISRG), a global technology leader in minimally invasive care and the pioneer of robotic-assisted surgery, today announced the first in a series of new software capabilities for da Vinci 5, designed to enhance surgeon and hospital efficiency through the delivery of a range of real-time surgical insights. Da Vinci 5 has more than 10,000 times the computin...

Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 2Q25 – Enterprise IT: Broad-based cloud strength, SaaS stable, ...

Today, we are publishing the Enterprise IT section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Legacy IT spending is moderating after a strong 2H24, while public-cloud growth accelerated slightly on broad-based strength across AI and traditional workloads. SaaS revenue growth remains in the lo...

Moody's Ratings affirms the Baa2 senior unsecured rating of Marriott I...

Moody's Ratings (Moody's) affirmed its ratings assigned to Marriott International, Inc. (Marriott), including the Baa2 senior unsecured rating and the P-2 commercial paper program rating. We also affirmed the Baa2 senior unsecured rating for Starwood Hotels & Resorts Worldwide Inc. (Starwood). The r...

Moody's Ratings announces completion of a periodic review of ratings o...

Moody's Ratings (Moody's) has completed a periodic review of the ratings of Workday, Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 26 August 2025 in which we reassessed the appropriateness of the ratings in the context of th...

CVS Health Corp: 1 director

A director at CVS Health Corp sold 7,500 shares at 71.020USD and the significance rating of the trade was 65/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly ...

Pierre FerraguÊ
  • Pierre FerraguÊ

Pull forward in Auto Semis? AI blues at Workday? H20 suspended, Palo A...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 5 names we followed last week, follow the link below.

Moody's Ratings affirms Intercontinental Exchange (A3 senior unsecured...

Moody's Ratings (Moody's) has affirmed Intercontinental Exchange, Inc.'s (ICE) A3 senior unsecured debt ratings and its Prime-2 commercial paper rating. ICE's outlook remains stable. RATINGS RATIONALE The ratings affirmation reflects ICE's continued strong margins and cash flow generation suppor...

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