Investing & Capital
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Xerox Suspends Dividends as Free Cash Flow Falls to $7 Million
Xerox improved adjusted operating margin, but weaker cash flow, a dividend suspension and a debt exchange…
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Carrier Records $3.1 Billion Europe Goodwill Impairment
Carrier’s $3.1 billion Europe goodwill impairment is non-cash, but it still reopens the acquisition assumptions behind…
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AEP’s $100 Billion Grid Plan Relies on Large-Load Contracts
AEP’s $100 billion grid plan depends on large-load contracts to protect existing customers. The finance test…
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GE Vernova’s $20 Billion Buyback Meets a $9 Billion Acquisition
GE Vernova’s latest earnings pair strong cash flow with a larger buyback authorization and the Trench…
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A $21 Million Fund Tests Local News as Investable Infrastructure
A new $21 million impact-investment fund gives local newsrooms patient capital. The test is whether growth…
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Salesforce’s Braze Deal Puts a 58% Premium on Integration
Salesforce’s $5.66 billion Braze acquisition is affordable, but the 58% premium raises the burden on integration,…
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Barclays’ £15 Billion Private Credit Book Tests Classification Controls
Barclays says its £15 billion private-credit exposure meets accounting and capital rules. The finance question is…
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CoreWeave’s 15% Yield Resets the AI Hurdle Rate
CoreWeave’s bond selloff turns AI infrastructure financing into a live hurdle-rate test for debt-funded expansion.
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AI Selloff Becomes a Cross-Strategy Risk Test
AI-linked hedge-fund losses reveal how quickly apparent diversification can disappear when strategies share the same growth,…
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Private Credit’s Record Fundraising Tests Underwriting Discipline
Record private-credit fundraising is colliding with slower lending volume. The finance question is whether managers preserve…
