US approves $414M uranium investment in Niger, two years after troops left

Globe Telecom reported first-half net income fell 11% to P11B from P12.40B despite record service revenues rising 6% to P85.4B. Globe cited lower gains from dilution of its Mynt stake and higher nonoperating charges. Mobile service revenue was P60.40B, broadband P12.40B. Capex was P26.30B, up 39%. Shares fell 3.25% to P1,755.

Globe Telecom secured a P10 billion term loan from LANDBANK to fund part of its capex, refinance debt, and cover general corporate needs, according to a regulatory filing. Globe kept 2026 cash capex guidance below $1 billion (about P61 billion). Q1 capex was P12.7 billion (+51% YoY); attributable net income fell 20% to P5.55 billion.

Globe Telecom secured a P5-billion term loan facility from BDO Unibank to fund capex, refinance debt, and other corporate funding needs, according to a Wednesday stock exchange disclosure. Globe said 2026 capex should fall below $1 billion (~P61B). For 1Q, capex rose 51% to P12.7B; attributable net income fell 20% to P5.55B.

GE Aerospace's CFO addressed durability concerns about the GE9X engine, assuring no delay for Boeing's 777X. The company redesigned the component and began shipping updated engines. GE's stock is trading at $313.47, 15.6% above its GF Value™ of $271.20, indicating modest overvaluation. The company's GF Score™ is 76/100, with strong momentum but mixed insider and guru activity.

Axon Enterprise's stock rebounded 6% to $468 on Wednesday after a 10% drop following a $1 billion convertible notes offering. The company expects 32-34% revenue growth in 2026, with strong Q4 growth anticipated. Analysts maintain bullish targets, citing Axon's faster expansion compared to competitors like Motorola Solutions. The stock has an implied upside of 56% based on a valuation model target of $706.

Aon plc (NYSE:AON) completed a $13.4 billion senior notes offering to support its acquisition of USI Advantage Corp. The notes, issued by Aon North America and Aon Global Holdings, include multiple series with varying maturities and interest rates. Proceeds will fund the acquisition, repay USI's debt, and cover related expenses. The offering was filed with the SEC and listed on the NYSE.