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U.S. Steel to Restart Blast Furnace at Plant Trump Pushed to Preserve
WSJ· 2025-12-04 21:40
Group 1 - Rising steel demand is expected to benefit the company by enabling expanded use of the Granite City Works in southern Illinois [1] - Anticipated outages at other mills owned by the company will further support the increased utilization of Granite City Works [1]
HPE Says Customers' AI Delays Weighing on Sales
WSJ· 2025-12-04 21:36
Core Insights - The company reported lower-than-expected revenue in the fiscal fourth quarter due to delays faced by customers in the development of their AI products [1] Summary by Category - **Financial Performance** - The company experienced a revenue shortfall in the fiscal fourth quarter, which was attributed to customer delays in AI product development [1]
Docusign Lifts Sales View as Subscriptions Grow
WSJ· 2025-12-04 21:29
The digital document-signing company raised its full-year outlook for revenue to around $3.21 billion, up from a range of $3.19 billion to $3.20 billion. ...
Halozyme Granted Injunction Against Merck & Co. in Germany in Keytruda Patent Case
WSJ· 2025-12-04 19:22
Core Viewpoint - The Munich Regional Court has ruled that Merck & Co.'s Keytruda SC is facing imminent infringement issues in Germany related to Halozyme's MDASE patents in Europe [1] Company Summary - Merck & Co. is currently dealing with legal challenges regarding its Keytruda SC product in Germany [1] - Halozyme has asserted its MDASE patents in Europe, which has led to the court's ruling against Merck & Co. [1] Industry Summary - The ruling highlights ongoing patent disputes within the pharmaceutical industry, particularly concerning immunotherapy products [1] - The case underscores the importance of patent protection and intellectual property rights in the competitive landscape of drug development [1]
Winners and Losers in a Fannie, Freddie IPO
WSJ· 2025-12-04 19:04
Core Insights - The outcome for parties such as John Paulson, Bill Ackman, and the Treasury is contingent on the structure of a potential offering [1] Group 1 - The performance of investors like John Paulson and Bill Ackman will vary based on the offering's design [1] - The Treasury's position is also influenced by how the offering is structured [1]
Paramount Raises Concerns About Netflix's Bid for Warner Bros. Discovery
WSJ· 2025-12-04 19:01
David Ellison's company turns up the heat with a pair of letters as suitors prepare fresh bids. ...
PepsiCo Nears Settlement With Activist Investor Elliott
WSJ· 2025-12-04 18:25
Group 1 - Elliott Management has urged the company to refranchise its bottling operations [1] - The company is also advised to divest underperforming assets in its food business [1]
Hovnanian Enterprises Swings to Loss as Hesitant Homebuyers Squeeze Margins
WSJ· 2025-12-04 18:22
Core Insights - The home builder reported a net loss of $667,000 as it increased incentives to sustain a strong sales pace [1] Company Performance - The company is experiencing financial challenges, indicated by the net loss of $667,000 [1] - Increased incentives were implemented to maintain sales momentum, suggesting a competitive market environment [1]
Target Tests New Models for Next-Day Delivery
WSJ· 2025-12-04 18:15
Core Insights - The retailer is implementing strategies to enhance delivery speed and improve the in-store experience by shifting some online-order fulfillment to less-busy stores [1] Group 1 - The company is focusing on optimizing its logistics by utilizing less-busy stores for online order fulfillment [1] - This approach aims to speed up delivery times for customers [1] - The initiative is part of a broader effort to enhance the overall in-store shopping experience [1]
Hovnanian Enterprises Logs Loss on Higher Costs, Tighter Margins
WSJ· 2025-12-04 15:12
Core Insights - The home builder reported a significant decline in home-building gross margin percentage, which fell to 10.7% from 18% a year earlier [1] Summary by Category Financial Performance - Home-building gross margin percentage decreased to 10.7% compared to 18% in the previous year [1]