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Recommended reports in Market, ranked by article score and freshness.

Policy

How does the $1.2 billion agreement between the Trump administration and RWE to cancel US offshore wind leases fit into the broader federal effort to halt offshore wind projects, and what are the implications for future US offshore wind dev

The RWE deal in short The agreement that is often called a $1.2 billion deal is actually $1.22 billion. The U.S. government will pay German energy company RWE to give up its offshore wind leases in the New York Bight, off California, and off Louisiana. 1 4 13 15 17...

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Market

What do Q2 2026 earnings calls from Kadant, Koppers, and Kinetik reveal about how industrial, chemicals, and midstream energy companies are adjusting full-year guidance amid cost pressures and delayed capital spending?

The short version One size does not fit all. Kadant, Koppers, and Kinetik all faced cost pressure, but their full year 2026 guidance moved in different directions. Kadant raised its revenue and profit targets 11 12 . Koppers narrowed its profit targets lower 57 58 . Kinetik raised both its...

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Finance

What is Kennametal's expected normalized earnings power for fiscal 2027 once the temporary benefits of higher tungsten prices fade, and what did management say about sustaining its improved margins?

Short answer There is no single official "normalized, no tungsten windfall" earnings number for fiscal 2027 in the evidence. Kennametal’s official guidance is for adjusted EPS of $4.15 to $5.15, midpoint about $4.65, on sales of $3.33 billion to $3.45 billion 1 5 6 72 79 . That guidance assumes...

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Finance

What factors drove East West Bancorp's record Q2 2026 results and upgraded full-year guidance, and how does its push to diversify away from commercial real estate shape its credit and growth outlook?

East West Bancorp's Q2 2026 numbers are officially listed on its investor relations page 1 . The short version: record revenue from a bigger, better funded balance sheet plus fee growth, and management raised its full year targets because that momentum plus a strong pipeline supports it. The longer story...

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Policy

What specific types of Chinese robots and power inverters would be covered by the new US ban, and how might the restrictions affect the pace of US AI data center construction?

The new US ban comes from the Federal Communications Commission FCC , which added robots and power inverters to its “Covered List” of products it considers national security risks 9 39 . Which robots are covered The ban covers imports of new humanoid robots and new quadruped robots four legged...

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