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Nebius (NBIS) raises 2026 Capex guidance to between USD 20-25bln, according to remarks on conference call

Nebius's upward revision of its 2026 Capex guidance to USD 20-25 billion signals a strong commitment to expansion, which could imply confidence in future revenue streams.

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About six companies are considering new capital raises in the US investment-grade primary market on Wednesday, according to Bloomberg citing an informal poll of syndicate underwriters

ECB’s Kocher says cannot call June hike the baseline; “we decide meeting by meeting”; a 50bp hike in June is a very unlikely scenario from today’s perspective, Econostream reports

Nebius (NBIS) raises 2026 Capex guidance to between USD 20-25bln, according to remarks on conference call

CRH (CRH) appoints Alwyn Bryan as new CEO, effective May 12th

EU lawmakers have reached a provisional deal to make the EU-US trade agreement suspendable in the event of a market disruption caused by a surge in US imports, via Euronews citing sources

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This likely positions the company for greater market penetration in the metals and mining sector, potentially affecting peer valuations and investor sentiment in this space. Keep an eye on how this impacts related equities and sector performance in the upcoming sessions.

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