Akamai Lands $11.6B Anthropic Cloud Deal and 5% Warrant
Akamai secured an $11.6 billion multi-year cloud contract with Anthropic, issued a 5% warrant, and committed $1.7 billion for server memory with Jabil.
Stocks
Company-focused analysis of public equities, including earnings, strategy, valuation inputs, and catalysts. Each article aims to move beyond the headline by explaining the relevant financial evidence.
Darden Q1 Sales Hit $3.2B as LongHorn Outpaces Olive Garden
Darden reported Q1 FY2027 sales of $3.2B, led by 6.2% LongHorn same-store growth, while reaffirming full-year EPS guidance of $11.10 to $11.35.
Costco Q4 Net Sales Hit $93.9B as Membership Renewals Top 92%
Costco reported Q4 net sales of $93.9B and $6.75 diluted EPS, propelled by a 92.3% renewal rate in the US and Canada and a 19.5% digital sales jump.
Oracle Invokes Force Majeure on $165B Project Jupiter AI Site
Oracle issued a force majeure notice to developer Blue Owl Capital over its $165B Project Jupiter data center in New Mexico following pipeline permit delays.
Stitch Fix Q4 Revenue Hits $324M as Checkout Glitch Dents FY27
Stitch Fix reported Q4 revenue of $324.4 million, but shares dropped after hours as an August checkout glitch and shipment shifts clouded its FY27 outlook.
Cintas Posts Record $3.01B Q1 Revenue, Raises FY27 Guidance
Cintas reported fiscal Q1 2027 revenue of $3.01B, up 10.9%, operating margin of 23.6%, and raised full-year guidance while pursuing its UniFirst buyout.
McDonald’s Unveils $8.5B Plan and Low-50s Margin Goal
McDonald’s sets 2030 financial targets, committing $8.5B in franchisee support, deploying ArchIQ AI, and targeting low-to-mid 50% operating margins.
DoorDash Inks $131.5M NYC Delivery Worker Settlement
DoorDash agreed to a $131.5 million settlement with New York City resolving food delivery pay compliance issues, backed by $4.42 billion in company cash.
Group 1 Automotive Inks Pact With Conifer, Expands Board
Group 1 Automotive entered a stockholder agreement with 12.7% owner Conifer Management, expanding its board to 11 and capping Conifer at 19% ownership.
NCMI Buys Captivate for $275M to Form 48,000-Screen Ad Network
National CineMedia completed its $275 million acquisition of Captivate, funded by a new Crestline first-lien term loan, uniting 48,000 screens across 185 DMAs.