# LSEG Type: Company Source: Finance Intelligence Brief — https://getfinancebrief.com/entity/lseg Canonical HTML page: https://getfinancebrief.com/entity/lseg ## Recent coverage (6 stories) ### Vale net profit slumps 35% to $1.38B, but core earnings beat and guidance hiked 2026-08-01 21:02:14 · Sentiment: Neutral · Impact: 5/10 · Sources: 4 Vale's Q2 2026 net profit missed estimates by 25%, but underlying EBITDA of $4.07B beat expectations, and the miner raised copper and nickel production guidance, signaling strong operational momentum. Analysts see a positive market reaction as the company navigates financial noise with volume growth. Full story: https://getfinancebrief.com/story/vale-q2-2026-earnings-profit-falls-guidance-raised-copper-nickel ### Delta beats Q3 profit view, holds $7 mid-point EPS despite 17% above consensus 2026-07-12 00:33:45 · Sentiment: Bullish · Impact: 6/10 · Sources: 17 Delta Air Lines reaffirmed its full-year profit target of $7.00 per share — 17% above consensus — and guided Q3 earnings above estimates. Yet shares slid 2% as the U.S.-Iran conflict drove crude prices above the forward curve used in the outlook, testing investor confidence in the sustainability of airline fare hikes. Full story: https://getfinancebrief.com/story/delta-earnings-fuel-risk-investors-2026 ### S&P 500 & Nasdaq Best Quarter Since 2020: Nasdaq Soars 21% Amid Iran War 2026-07-01 03:11:30 · Sentiment: Very Bullish · Impact: 7/10 · Sources: 2 Defying a Middle East war and rate-hike fears, the S&P 500 and Nasdaq posted their biggest quarterly gains since 2020, with the tech-heavy Nasdaq leaping 21%. Strong corporate earnings and US economic resilience drove the rally, but oil-driven inflation concerns and a stalled ceasefire could test the momentum in the second half. Full story: https://getfinancebrief.com/story/sp500-nasdaq-best-quarter-2020-nasdaq-21-percent-iran-war ### Alibaba Net Income Plunges 66% as AI Spending and Competition Weigh 2026-03-19 11:44:34 · Sentiment: Bearish · Impact: 7/10 · Sources: 2 Alibaba reported a significant 66% drop in net income for the December quarter, missing revenue estimates as the Chinese tech giant ramps up capital expenditure in the global AI race. Despite the top-line miss, the company remains focused on narrowing the gap with U.S. competitors through aggressive infrastructure and model development. Full story: https://getfinancebrief.com/story/alibaba-q3-earnings-net-income-drop-ai-investment ### Oracle's AI Infrastructure Surge: Cloud Backlog Hits Record $553 Billion 2026-03-14 00:48:05 · Sentiment: Bullish · Impact: 7/10 · Sources: 2 Oracle shares surged following fiscal Q3 2026 results that beat analyst expectations, driven by an 84% explosion in cloud infrastructure revenue. The company reported a massive $553 billion cloud backlog, signaling long-term demand for its AI-optimized data centers. Full story: https://getfinancebrief.com/story/oracle-earnings-q3-2026-ai-cloud-growth ### Workday Earnings Resilience: A Potential Signal for the SaaS Market Bottom 2026-03-02 00:26:15 · Sentiment: Neutral · Impact: 6/10 · Sources: 2 Workday's Q4 results surpassed analyst expectations on both top and bottom lines, driven by a significant surge in AI-related contract value. Despite issuing conservative guidance for the upcoming quarter, the stock's stability suggests that the broader software-as-a-service (SaaS) sector may have reached a valuation floor. Full story: https://getfinancebrief.com/story/workday-earnings-saas-bottom-signal --- This page is a machine-readable summary. Sentiment measures the directional read of each development for this entity, not the tone of the reporting; impact weights consequence, not syndication reach. See https://getfinancebrief.com/guides/methodology for the full editorial methodology.