FINWIRES · TerminalLIVE
FINWIRES

Top Midday Stories: McDonald's Plans $8.5 Billion in Franchisee Support; Morgan Stanley Staffer Accidentally Leaks Investment-Bank Deal List

By

All three major US stock indexes were down in late-morning trading Wednesday, as Treasury yields rose after the most recent purchasing managers' index came in higher than expected.

In company news, McDonald's (MCD) said Wednesday it plans to provide $8.5 billion in support to franchisees through 2036 to accelerate restaurant modernization, technology deployment and improvements in operations. About $5 billion of the amount will be provided through 2030 via a combination of rent relief and capital support, the company said. Unit expansion is expected to contribute nearly 2.5% to systemwide sales growth in 2027 and moderate to about 2% by 2030, McDonald's said. Shares of McDonald's were down 5.2% around midday.

A Morgan Stanley (MS) employee accidentally leaked an internal list of more than 100 investment-banking deals the firm is monitoring and pitching in Asia, Bloomberg reported Wednesday, citing people familiar with the matter. The list contained candidates for initial public offerings across China, South Korea and India and included private equity and pension funds backing those companies, the report said, citing a copy it saw and the people. Morgan Stanley shares were down 0.5%.

Brookfield (BN) is nearing a deal to buy financial crime and compliance specialist Actimize from NICE (NICE) for $2 billion, Sky News reported Wednesday, citing sources. Brookfield shares were down 1.7%.

Devon Energy (DVN) was urged earlier this month by activist hedge fund Toms Capital Management to review strategic alternatives, include a sale, CNBC reported Wednesday, citing a letter it viewed. Devon shares were up nearly 4%.

Paychex (PAYX) reported fiscal Q1 adjusted earnings Wednesday of $1.34 per diluted share, up from $1.22 a year earlier and above the FactSet consensus analyst estimate of $1.32. Fiscal Q1 revenue was $1.63 billion, up from $1.54 billion a year ago and and matching the FactSet consensus. The company maintained its fiscal 2027 adjusted EPS and revenue growth outlook of 7% to 9% and 5% to 6%, respectively. Paychex shares were down 7.3%.

UBS Group AG (UBS) said Wednesday that the decision by the Swiss Parliament's Council of States to further tighten Swiss capital requirements, if implemented, would be "excessive." The proposed rules would require UBS to back foreign participations with 90% common equity Tier 1 capital, or an additional $16 billion of CET1 capital, the company said. UBS shares were down 2.3%.

Price: $237.55, Change: $-12.81, Percent Change: -5.11%

What else is happening in Wire?

Wire

KB Home Fiscal Q3 Earnings, Revenue Decline

KB Home (KBH) reported fiscal Q3 earnings late Tuesday of $1.05 per diluted share, down from $1.61 a year earlier.Analysts polled by FactSet expected $0.89.Revenue in the three months ended Aug. 31 fell to $1.3 billion from $1.62 billion a year earlier.Analysts projected $1.3 billion.The company expects Q4 housing revenue of $1.45 billion to $1.65 billion.KB Home projects full-year housing revenue of $4.9 billion to $5.1 billion, compared with the previous outlook of $4.9 billion and $5.3 billion.KB Home shares rose 1.6% in after-hours trading.

$KBH
Wire

Spire Global Wins $33.2 Million NOAA Contract for Satellite Weather Data

Spire Global (SPIR) won a $33.2 million contract from the National Oceanic and Atmospheric Administration to deliver global navigation satellite system radio occultation data to enhance weather forecasting.The data will feed NOAA's prediction models and support weather forecasting, space weather applications, and research by scientific organizations, Spire said Tuesday in a statement.The two-year contract, which starts Dec. 1, includes additional unfunded surge-buy options that may raise the total value to $66 million if fully exercised, the company said.Spire shares rose 2.2% in after-hours trading.

$SPIR
Wire

Top Cryptocurrencies Mixed; Bitcoin Holds Above $86,000 Level

Top cryptocurrencies were mixed on Tuesday, with Bitcoin (BTC-USD) lower but holding above the $86,000 level.The CoinDesk Market Index, which tracks dozens of digital assets including Bitcoin, rose 1.1% in the past 24 hours. The Nasdaq 100 rose 0.9%, the S&P 500 added 0.1% and the Dow Jones Industrial Average decreased 0.2%.Bitcoin eased 0.2% to $86,307, according to CoinMarketCap data. The most popular cryptocurrency's 24-hour trading volume 18.2% to $42.71 billion.Ethereum (ETH-USD), the second-largest digital asset by market value, declined 0.4% to $2,751.XRP (XRP-USD) added 2.8%, BNB (BNB-USD) declined 1.6%, and Solana (SOL-USD) fell 1.0%. Dogecoin (DOGE-USD) lost 0.6%, and Cardano (ADA-USD) rose 1.7%.Total market value of the cryptocurrency industry rose 0.2% in the past 24 hours to $2.93 trillion, with trading volume dropping 15.4% to $117.38 billion.Price: $86317.84, Change: $-279.98, Percent Change: -0.32%

$ADA-USD$BNB-USD$BTC-USD$DOGE-USD$ETH-USD$SOL-USD$XRP-USD