SAP has been selected to lead the digital transformation of the UK's tax authority, HMRC, in a major deal that underscores the company's growing influence in sovereign cloud services and AI-driven public sector modernization.
Official figures reveal a sharp 26% increase in the annual cost of public sector pensions, now reaching £39bn, with taxpayers covering the bulk of the expense as employer contribution rates rise.
IPSASB unveils the world's first dedicated climate reporting standard for governments and public bodies, mandating disclosures from 2028 to illuminate financial risks and opportunities.
Amid surging government revenue and public protests over its ICE contracts, Palantir CEO Alex Karp defends the company's controversial surveillance technology, framing it as a safeguard against state overreach rather than an enabler.
CNBC's Jim Cramer expressed caution on Axon Enterprise (NASDAQ: AXON), suggesting the stock remains 'too heavy' despite its role in high-profile law enforcement contracts. The commentary comes as the company's technology faces increased public and regulatory examination.
As cryptocurrency markets tumbled, a leveraged bet on Bitcoin by corporate software firm Strategy has left a trail of paper losses across U.S. state retirement systems, raising sharp questions about fiduciary duty and risk management in the public sector.
Zeta Global Holdings saw its stock price drop over 11% this week, caught in a broader market retreat from AI-related names. The sell-off comes despite the company reporting continued momentum in its AI-powered marketing platform and enterprise deal flow, highlighting a disconnect between sector sentiment and business fundamentals.
Republic Services, a national waste management leader, has moved to acquire a key landfill and material recovery facility in Kansas from Hamm Companies. The deal involves a site with decades of service history and notable technological adoption, marking another strategic consolidation in the industry.
Kratos Defense & Security Solutions wins new contracts worth approximately $65 million to provide advanced training systems for U.S. and allied military aircraft, highlighting its growing role in cost-effective, high-tech defense simulation.
York Space Systems (YSS) launched onto the public market with a strong first-day pop, capitalizing on defense spending trends and a push for scalable satellite manufacturing. Yet, its path is fraught with competition and the financial growing pains typical of a capital-intensive industry.
Construction giant Skanska has secured a landmark joint venture for a central Oslo redevelopment with Entra, alongside new major contracts in Norway and Finland, reinforcing its strategic pivot towards complex, sustainability-focused projects in the region.
As earnings season winds down, the construction and maintenance services sector showed resilience. Great Lakes Dredge & Dock posted solid results despite a revenue miss, while peers like Primoris soared. We analyze the key drivers and what's next for these industrial players.
SLB has won significant five-year contracts from Petroleum Development Oman for the giant Block-6 field. The deals mandate local wellhead manufacturing and deploy advanced recovery technologies, anchoring SLB's long-term service role and supporting Omani job creation.
Panama's President Jose Raul Mulino has moved to calm market and labor fears following a landmark Supreme Court ruling that annulled key port contracts held by a CK Hutchison subsidiary. He announced that APM Terminals Panama is prepared to step in temporarily to ensure continuity, with a guarantee of no job losses.
PrimeGen US, a regenerative medicine company, has agreed to merge with special purpose acquisition company DT Cloud Star in a deal valued at approximately $1.5 billion, aiming to accelerate its stem cell therapy development and secure public market funding.
An analysis of third-quarter earnings reveals a mixed picture for the safety and security services industry. While the sector showed overall revenue resilience, performance varied sharply among key players, with legacy giant Brink's posting the slowest growth.
Silgan Holdings (SLGN) shares have posted significant gains in recent months, sharply contrasting with its longer-term performance and prompting a fresh look at the packaging giant's valuation. Analysts are weighing whether the rally reflects a genuine value opportunity or a temporary momentum play in a sector facing margin pressures.
Publicis Groupe reports robust 2025 growth and a higher dividend, while its ambitious 2026 guidance centers on AI transformation. The market's mixed reaction highlights the tension between the promise of AI-driven efficiency and fears of industry disruption.
As Redwire Corporation rides a wave of space contract news, a stark disconnect emerges between its market price and fundamental valuation. Deep-dive analysis suggests the stock is significantly overvalued, raising questions about investor optimism in the high-risk space infrastructure sector.
Shares of Publicis Groupe have fallen sharply in recent weeks, raising questions about whether the market has overcorrected. A deep dive into the numbers reveals a significant gap between the current stock price and several key valuation metrics.
