Finance Updates – Page 47 – Finance Updates

KeyBanc Upgrades AMD & Intel to Overweight as Cloud Demand and AI Accelerators Surge

Americas Markets Semiconductor and Other Electronic Component Manufacturing

KeyBanc upgraded AMD and Intel to Overweight ...

AMD’s 2025/2026 EPS estimates rise to $4.01/$...

Intel’s 2026 EPS is seen at $0.66 with a $60 ...

Consensus remains more bullish on AMD (Strong...

Host’s Growth Journey: PE Backing, Coast-to-Coast Expansion & Open Valuation Questions

Global FYI Finance and Insurance

Metalmark Capital took a minority growth-equi...

The deal funded a multimodal infrastructure e...

Host scaled to 30+ locations and ~500 employe...

Key terms remain undisclosed, leaving questio...

Fast Food’s Beverage Boom: Profit Margin Shift at Chick-fil-A & McDonald’s

Americas Firms Restaurants and Other Eating Places

Big fast-food chains are launching drink-focu...

Chick-fil-A’s Daybright (opened Oct. 30, 2025...

McDonald’s ended its standalone CosMc’s exper...

The opportunity is lower space, labor, and eq...

RaceTrac’s $566M Bet: Acquiring Potbelly to Ride the C-Store Foodservice Wave

Americas M&A Restaurants and Other Eating Places

RaceTrac acquired Potbelly on Oct. 23, 2025 f...

The deal gives RaceTrac control of Potbelly’s...

It highlights the accelerating convergence of...

Upside is meaningful but execution risk is hi...

Biometric Labor Tracking in Construction: SmartBarrel Boosts Productivity & Cuts Costs

Americas Firms Specialty Trade Contractors

SmartBarrel sells biometric, geofenced time-a...

By linking facial verification, cost codes, a...

A cited DSI deployment reported about $2.6M/y...

The company raised roughly $5.92M in May 2025...

Home Depot’s $5.5B GMS Move: Pro Market Power with EPS Upside—Watch the Risks

Americas M&A Building Material and Garden Equipment and Supplies Dealers

Home Depots SRS Distribution agreed to buy GM...

SRS won a competitive process, topping QXOs r...

The deal closed in early September 2025 after...

Home Depot expects the acquisition to broaden...

How Massachusetts Can Grow Its Construction Workforce to Boost Housing Supply

Americas Policy Construction of Buildings

Massachusetts must raise homebuilding to abou...

Capacity is constrained by an aging workforce...

Key construction occupations have grown stron...

Meeting the goal likely requires faster train...

U.S. Construction Outlook 2026: Recovery Hopes Amid Costs, Labor & Policy Risks

Americas Forecast Construction

Construction ended 2025 with broad nonresiden...

Nationwide expects cautious improvement in 20...

Severe skilled-labor shortages from retiremen...

Key risks are tariff-driven materials inflati...

Mexico’s Construction Sector Struggles Amid Industrial Contraction and Weakened Public Works

Global FYI Finance and Insurance

Mexico’s construction sector added 586,000 jo...

Total construction output fell 1.0% as civil ...

INEGI data show a sharp late-year slump, with...

Private building and equipment spending partl...

2026 Construction Stock Forecast: Infrastructure & Data Center Demand Drive Growth

Global FYI Finance and Insurance

Analysts expect U.S. construction output to r...

Data centers are the standout demand driver, ...

Preferred 2026 picks emphasize backlog and mi...

Key risks include tariff-driven input inflati...