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Graphite’s Mike Tilbury: Re-rating ‘surely coming’ for targets with ‘rights-clean’ data

'The market still values many of these businesses as ordinary information or subscription companies, when what they own is a critical and defensible input into everyone else’s AI.' The post Graphite’s Mike Tilbury: Re-rating ‘surely coming’ for targets with ‘rights-clean’ data appeared first on PE Hub .

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Saudi Aramco profits jump 33% in second quarter as Iran war squeezes oil supply

The results come as oil supermajors have reported blowout quarterly profits, benefitting from higher fossil fuel prices amid the Iran war.

  • Saudi Aramco's adjusted net income jumps 33% to $33.4 billion in Q2
  • Iran conflict disrupts oil supply, raising prices and benefiting supermajors
  • Aramco maintains 7 million barrels/day export capacity via Red Sea pipeline

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