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Intel’s $20B Equity Raise Confirms Foundry Capex Now Exceeds Internal Cash Flow

Intel’s $20B Equity Raise Confirms Foundry Capex Now Exceeds Internal Cash Flow

by Touch Stone Publishers | Aug 11, 2026

The Signal Intel priced an upsized public offering of 210,526,315 shares of common stock at $95 each, announced August 11 at 2:36 a.m. Eastern, lifting the deal from a $15 billion proposal filed August 10 to a final $20 billion, with net proceeds of roughly $19.7...
The EU Deadline for Insurance AI Passed Five Days Ago. The NAIC Tool Insurers Are Piloting Is Still Optional.

The EU Deadline for Insurance AI Passed Five Days Ago. The NAIC Tool Insurers Are Piloting Is Still Optional.

by Touch Stone Publishers | Aug 7, 2026

Governing Evidence Under the EU AI Act, AI systems used for risk assessment and pricing in life and health insurance are classified high-risk (Annex III, Area 5(b)); full obligations, including conformity assessments, logging, post-market monitoring, and human...
Fitch Trifurcates Nonprofit Hospital Credit Ahead of OBBBA Cuts

Fitch Trifurcates Nonprofit Hospital Credit Ahead of OBBBA Cuts

by Touch Stone Publishers | Aug 5, 2026

The Signal Fitch Ratings split its 222-issuer nonprofit hospital and health system portfolio into three distinct credit trajectories ahead of OBBBA’s Medicaid reimbursement cuts, which begin phasing in during 2027. The agency’s 2026 sector outlook,...
Semiconductor ETFs Post Record Inflows Ahead of AMD’s Q2 Print

Semiconductor ETFs Post Record Inflows Ahead of AMD’s Q2 Print

by Touch Stone Publishers | Aug 4, 2026

Semiconductor ETFs SMH, SOXX, and SOXL posted the three largest weekly fund inflows of any exchange traded fund category in the U.S. market last week, according to Bloomberg senior ETF analyst Eric Balchunas. It is the first time on record that the top three...
Hershey’s Guidance Raise Draws a Volume Discount

Hershey’s Guidance Raise Draws a Volume Discount

by Touch Stone Publishers | Jul 31, 2026

Hershey raised the top end of its FY2026 adjusted EPS guidance to 32.5 percent to 35 percent growth (from 30 percent to 35 percent) after Q2 net sales rose 6.6 percent to 2.79 billion dollars and adjusted EPS of 1.90 dollars beat consensus of 1.42 dollars, disclosed...
Expand Energy’s Twin Eagle Deal Confirms the Producer-to-Marketer Pivot in Gas

Expand Energy’s Twin Eagle Deal Confirms the Producer-to-Marketer Pivot in Gas

by Touch Stone Publishers | Jul 30, 2026

The Signal Expand Energy Corporation, the largest natural gas producer in North America, disclosed via Form 8-K on July 27 that it will acquire Twin Eagle Holdings for $1.25 billion, converting the company from a pure-play producer into an integrated marketing and...
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