Rolls-Royce Turns Cash Machine as Turnaround Takes Hold - Moby THE GIST Rolls-Royce is no longer talking about survival. It is talking about dominance. A fresh profit upgrade and up to £9 billion (about $12.1 billion) in buybacks show a company that has moved from repair mode to capital return swagger. WHAT HAPPENED Rolls-Royce raised its 2026 outlook and unveiled one of the largest shareholder return programs in U.K. corporate history. The company said it expects the underlying operating profit of £4 b ...

Across the pond, Salesforce shares fell in pre-market trading after its earnings , as its efforts to say "everything will be fine" fell on deaf ears as investors worry that AI might destroy prospects for business software providers.For LSEG it's AI assurances are being listened to more than others.“Kitchen seller Howden Joinery also continued its run of quietly getting on with the job and then reminding the market it can still take a step forward in a difficult market."The blue-chip UK index has is being "p ...

Group 1 - An Australian trade union has requested an urgent meeting with WiseTech Global following the announcement of approximately 2,000 job cuts as part of a two-year AI-driven restructuring plan [1][3] - Professionals Australia, representing tech and engineering workers, emphasized that WiseTech must consult with staff and the union before implementing significant workplace changes and provide written details on the deployment of new AI systems and their impact on jobs [2][4] - WiseTech, based in Sydney, plans to integrate AI into its customer software and internal operations, which will affect around 29% of its global workforce of approximately 7,000 employees across 40 countries [3][4]

UK's Rolls-Royce lifts returns as profit soars | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A BR700-725 jet engine is seen at the assembly line of the Rolls-Royce Germany plant in Dahlewitz near Berlin, Germany, February 28, 2023. REUTERS/Nadja Wohlleben [Purchase Licensing Rights, opens new tab]LONDON, Feb 26 (Reuters) - Britain's Rolls-Royce [(RR.L), opens new tab] posted a 40% rise in annual profit after a strong performance ...

ASP Isotopes (NasdaqCM:ASPI) Conference February 25, 2026 09:05 AM ET Company ParticipantsAnna Berry - HostPaul Mann - Chairman and CEOAnna Berryeveryone to the 90th Emerging Growth Conference and day one of our two-day virtual investor conference. I'm Anna Berry. Just a few notes. Today, we're running until about 4:50 P.M. Eastern. When we switch to the next company, you'll see a black screen for a moment. Don't go anywhere. That's just us moving to the next presentation. If you do experience downtime for ...

Group 1 - The US and UK have preliminarily resumed negotiations on the "Tech Prosperity Agreement," valued at hundreds of billions of pounds, with initial progress in the civil nuclear energy sector, while AI and quantum computing collaborations remain stalled [1][2] - Discussions between senior officials from both countries have focused on civil nuclear technology cooperation and a joint nuclear fusion technology summit, indicating a thaw in a previously stalled cooperation framework due to bilateral trade tensions [1][2] - The partial resumption of the agreement is expected to benefit multinational energy companies by facilitating investments and project implementations, significantly reducing the regulatory approval timeline for nuclear energy projects from approximately three to four years to around two years [2][3] Group 2 - The "Tech Prosperity Agreement" was initially announced during President Trump's state visit to the UK in September last year, aiming to promote cooperation in AI, quantum computing, and nuclear energy, with a commitment of £31 billion from top US tech companies [2] - The UK government has engaged in constructive dialogues with US officials to revive the nuclear energy component of the agreement, with companies like Centrica and Rolls-Royce already making moves to enter the US market [2] - The agreement faced setbacks due to trade friction, particularly the US's dissatisfaction with the UK's willingness to address non-tariff barriers in broader trade negotiations, which previously led to a suspension of the agreement [3]

This report is from this week's CNBC's UK Exchange newsletter. Like what you see? You can subscribe here.Employees work on a Rolls-Royce Trent 7000 engine for an Airbus SE A330neo aircraft at the Safran SA plant in Colomiers, France, on Tuesday, March 25, 2025. Safran Nacelles manufactures nacelles for short, medium and long-range commercial aircraft. Photographer: Matthieu Rondel/Bloomberg via Getty ImagesWhat do you do if you are the chief executive of a company whose share price has risen by more than 1, ...

Group 1: Market Reactions to AI Concerns - A renewed sell-off in stocks perceived to be at risk from AI disruption has occurred, particularly affecting software and data companies like Workday, Adobe, and Oracle [1] - The FTSE 100 index has seen a decline, with banks and miners contributing to the drop, as anxiety around AI threats influences market sentiment [13][26] - The AI fear trade has extended to various sectors, including delivery and payment stocks, with significant declines in companies like American Express, Mastercard, and Visa [27][28] Group 2: Company-Specific Updates - Oxford BioMedica shares fell 9% despite a robust trading update, as investors awaited news on a potential takeover from EQT [6] - Unite shares dropped over 9% after reporting earnings at the lower end of guidance for 2025, alongside a softer outlook for 2026 [7] - Croda International reported profits at the top end of guidance, with sales for 2025 rising 4.4% to £1.7 billion, and adjusted operating profit increasing 7.9% to £295.3 million [19] Group 3: Economic and Sectoral Implications - A Citrini Research memo outlined a hypothetical scenario where rapid AI disruption could lead to mass unemployment, potentially undermining consumer demand and investment incentives [28][29] - The market is entering a phase where extreme scenarios generate outsized reactions, particularly concerning capital flows within the software-financing ecosystem [29] - Concerns about liquidity mismatches in private credit markets, particularly related to software-backed loans, have emerged, indicating potential vulnerabilities in the financial system [22][24]

Core Viewpoint - Rolls-Royce is advocating for the UK government to provide taxpayer support for a new aircraft engine project, which requires an investment of 3 billion pounds ($4.05 billion) [1] Group 1 - Rolls-Royce is seeking government backing to secure funding for the development of a new aircraft engine [1] - The total investment needed for the project is 3 billion pounds, equivalent to approximately $4.05 billion [1]

Summary of Infosys Investor AI Day - February 17, 2026 Company Overview - **Company**: Infosys (NYSE: INFY) - **Event**: 2026 Investor AI Day - **Location**: Bengaluru campus Key Industry Insights AI Transition - The current AI transition is fundamentally different from previous technology shifts due to its speed and impact on business operations [4][6][7] - Historical context shows that previous transitions (e.g., PCs, cloud) took longer to reach mass adoption compared to AI, which is rapidly gaining users due to existing infrastructure [5][6] - The AI transition requires a complete overhaul of business operations, moving beyond mere technological upgrades to a fundamental change in how businesses operate [7][8] Legacy System Modernization - Companies can no longer defer the modernization of legacy systems; many are spending 60%-80% of their IT budgets on maintaining outdated systems [9][10] - The need for modernization is driven by financial inefficiencies and increasing security threats [10][11] - AI provides tools for rapid and cost-effective modernization, presenting a significant opportunity for firms like Infosys [11] Deployment Gap - There exists a "deployment gap" where the rapid advancement of AI technology outpaces the ability of enterprises to implement it effectively [17][18] - This gap highlights the need for organizational change, retraining, and a shift in data management practices [17][19] Core Business Strategies AI Services Opportunity - Infosys is actively engaged in AI projects with 90% of its large clients, indicating a robust demand for AI services [32][33] - The company has identified six key areas for growth in AI services: AI strategy and engineering, data for AI, process transformation, legacy modernization, physical AI, and AI trust [36][37] AI-First Value Framework - Infosys has developed an AI-first value framework to guide its service offerings, which includes a detailed breakdown of 30 offerings and 100 sub-offerings [37][38] - The framework emphasizes the integration of AI into existing business processes to drive efficiency and innovation [39] Talent Transformation - Infosys is focusing on reskilling its workforce to meet the demands of AI integration, having recruited 20,000 college graduates in the current year [44][45] - The company aims to build a workforce that is both technically skilled and capable of reimagining workflows [54] Financial Performance - AI services currently represent 5.5% of Infosys's revenue in Q3, with expectations for robust growth in this segment [37] Challenges and Considerations Complexity of AI Integration - Integrating AI into enterprises is complex and requires a deep understanding of existing systems and processes [48][49] - Successful AI implementation involves not just technology but also a cultural shift within organizations [50][51] Unique Client Context - Each enterprise has unique data, processes, and risks, which means AI solutions must be tailored to individual client contexts [52] - Infosys's approach focuses on leveraging its deep client relationships and industry knowledge to unlock value [52] Conclusion - The AI transition presents both challenges and significant opportunities for Infosys and its clients, necessitating a strategic approach to modernization, talent transformation, and AI integration [27][28]