Financial & Business News

CNBC's Steve Kovach joins 'The Exchange' to discuss the latest announcements from Apple's event.

Iron Mountain Incorporated (NYSE:IRM ) Goldman Sachs Communacopia + Technology Conference 2025 September 9, 2025 11:50 AM EDT Company Participants Barry Hytinen - Executive VP & CFO Conference Call Participants Keen Fai Tong - Goldman Sachs Group, Inc., Research Division Presentation Keen Fai Tong Research Analyst Okay. Good morning, and welcome.

Fluor Corporation FLR has strengthened its U.S. footprint after being awarded a place on the Cooperative Threat Reduction Integrating Contract (CTRIC) IV by the Defense Threat Reduction Agency (DTRA). As part of this indefinite delivery/indefinite quantity contract, Fluor holds the eligibility to compete for specific task orders for a total value of at most $3.5 billion up to 10 years.

Alphabet's Google Cloud revealed Tuesday it has lined up about $58 billion in new revenue over the next two years as it vies to become a more central component of the tech giant's future.

Pinterest, Inc. (NYSE:PINS ) Goldman Sachs Communacopia + Technology Conference 2025 September 9, 2025 11:10 AM EDT Company Participants William Ready - CEO & Director Conference Call Participants Eric Sheridan - Goldman Sachs Group, Inc., Research Division Presentation Eric Sheridan MD & US Internet Analyst Okay. I think with that, we're going to get going on the next one.

Banco Macro remains a strong play on Argentina's macro turnaround, but recent political setbacks have increased risk and triggered a sharp selloff. Despite political headwinds, the bank's fundamentals are improving, with strong loan growth, declining reliance on government bonds, and robust capitalization. Valuation has become attractive after a significant de-rating, offering a compelling entry point for contrarian investors if reforms continue.

Skyworks Solutions, Inc. (NASDAQ:SWKS ) Goldman Sachs Communacopia and Technology Conference September 9, 2025 10:30 AM EDT Company Participants Philip Brace - CEO, President & Director Conference Call Participants James Schneider - Goldman Sachs Group, Inc., Research Division Presentation James Schneider Senior Research Analyst Good morning, everybody. Welcome to the Goldman Sachs Communacopia and Technology Conference.

Vertiv Holdings Co (NYSE:VRT ) Goldman Sachs Communacopia + Technology Conference September 9, 2025 11:10 AM EDT Company Participants Giordano Albertazzi - CEO & Director David Fallon - Chief Financial Officer Conference Call Participants Mark Delaney - Goldman Sachs Group, Inc., Research Division Presentation Mark Delaney Equity Analyst Okay. Great. Thank you, everybody, for joining us.

Tesla, Inc.'s $1 trillion compensation package for CEO Elon Musk signals a shift from being valued as a car company to a tech-driven future. The package ties Musk's rewards to ambitious milestones: $8.5T market cap, robotaxis, Optimus robots, and massive EBITDA growth, aligning his focus with shareholders. Tesla's long-term investors are betting on future innovations—robotaxis, robotics, and energy—not current automotive metrics, justifying the stock's premium valuation.

Diversified Energy Company PLC (NYSE:DEC ) Acquisition of Canvas Energy Conference Call Company Participants Douglas Kris - Senior Vice President of Investor Relations & Corporate Communications Robert Hutson - Co-Founder, CEO & Director Bradley Gray - President & CFO Conference Call Participants Timothy Rezvan - KeyBanc Capital Markets Inc., Research Division Charles Meade - Johnson Rice & Company, L.L.C., Research Division Tim Hurst-Brown Sam Wahab - Peel Hunt LLP, Research Division Presentation Operator Greetings, and welcome to the Diversified Energy Company acquisition of Canvas Energy Webcast and Conference Call.