Neuestes
Morgan Stanley lifts semiconductor equipment outlook on stronger DRAM demand
Analysts raise 2026 and 2027 wafer fabrication equipment forecasts as DRAM investment accelerates. Advantest remains top pick after raising guidance.

Ascelia Pharma shares surge 8.2% after FDA setback on Orviglance
Swedish biotech advances despite Complete Response Letter on lead MRI contrast agent; cash runway extended into Q2 2027 after cost cuts.

Nanoform cuts Q2 2026 cash burn to EUR 1.5m as regulatory progress accelerates
Finnish drugmaker trims first-half spending by 33% year-on-year while securing $1m deal and advancing nanoenzalutamide toward market authorization.

Clavister verzeichnet 63% Umsatzwachstum, Rekordwert von 30% EBITDA-Marge im 2. Quartal 2026
Die schwedische Cybersecurity-Firma Clavister verzeichnete im vergangenen Jahr eine überproportionale Steigerung der Nettoverkäufe auf 89,2 Millionen schwedische Kronen sowie einen Rekordwert von 30 % bei der bereinigten EBITDA-Marge. Der Umsatz im Bereich Verteidigung stieg um 370 % auf 47 Millionen Kronen.

Gubra reports H1 2026 profit rebound, obesity pipeline progress
Danish biotech firm returns to profit in H1 2026 as CRO arm grows, while obesity pipeline advances with Phase 2 milestones and new drug candidates.

China warnt USA vor einer Eskalation der Sanktionen gegen den Iran nach Trumps Drohung
Peking warnt Washington, dass weitere Sanktionen gegen Teheran die diplomatischen Lösungen gefährden, nachdem Trump eine "Handelskrise" wegen des iranischen Atomprogramms angekündigt hat.

Switzerland secures gas supply option via France-Italy pipeline
Bund and gas industry arrange fallback gas access for winter 2026-27. Option covers about 10% of projected winter demand. Costs capped at low single-digit millions, shared across all gas users.

Swiss ETF savings plans surge 44.6% in H1 2026, led by global index funds
Broadly diversified world ETFs dominate Swiss savings plans despite AI and ESG hype, with monthly volume up 29% in Europe. Swiss adoption remains low at 9% of investors.

Accent Group posts A$13.8m loss, unveils FY2026 strategic reset
Australian footwear retailer Accent Group reported a statutory net loss of A$13.8m for FY2026 while outlining a multi-year portfolio overhaul targeting A$40m in cost savings and A$14m EBIT lift by 2030.

HKEX posts record profit on 19% revenue rise in first half of 2026
Hong Kong Exchanges and Clearing reported HK$16.7 billion in revenue and HK$10.6 billion in net profit for the first half of 2026, driven by strong trading volumes and derivatives activity. Interim dividend increased 24% to HK$7.43 per share.

Karnov shares surge 12.86% on Q2 2026 results, AI-driven margin gains
Karnov Group reported a 25% adjusted EBITA margin in Q2 2026, up from 23%, as its AI workflow launch boosted profitability. Shares jumped 12.86% in pre-market trading on the news.

Höegh Autoliners Q2 2026 profit falls 17% as fuel costs surge
Car carrier operator posts $86 million net profit despite 2.6% volume growth and $22 million fuel cost hit. Shares drop 12.6% after results.

Lombard Odier posts 25% profit rise, record assets under management
Swiss private bank reports 9% revenue growth to CHF 740 million in H1 2026, with client assets hitting CHF 239 billion. CET1 capital ratio at 31% exceeds regulatory minimum.

Scatec Q2 2026 results: Obelisk project offsets revenue decline
Renewable energy developer reports 10% drop in EBITDA but cites Africa's largest hybrid project as key offset to flat revenues. Power production rises 21% year-over-year.
Nscale plans $3 bln US IPO as AI data center demand surges
London-based AI data center firm Nscale targets September listing to raise up to $3 billion, citing $51 bln in contracted revenue and 10 GW of planned power capacity.

HKEX verzeichnet Rekordgewinn im H1 2026 durch starken Handelsanstieg und Dividendenerhöhung
Die Hong Kong Exchanges and Clearing verzeichneten in H1 2026 einen Anstieg des Gewinns um 24%, da die Handelsvolumina neue Rekordniveaus erreichten. Der EPS übertraf die Schätzungen um 18%. Die erste Zwischendividende wurde auf 7,43 HKD je Aktie angehoben.

U.S. debt tops $40 trillion as Fed minutes, Iran tensions lift markets
Fed minutes show dissent on rates as U.S. debt surpasses $40 trillion; Brent crude rises on geopolitical risks while Walmart's ad unit growth supports retail shares.
Karnov Group shares surge 12.9% on AI workflow rollout, Q2 profit beats
Swedish legal data provider Karnov Group posted a 2.4% organic sales increase in Q2 2026, with adjusted EBITA margin rising to 25% as its AI-driven workflow solution drove customer upgrades. Shares jumped 12.9% following the release.

US-Aktien vor der Wahl: Historische Muster kehren zurück
Die US-Aktienmärkte befinden sich in einer historisch volatilen Phase, da die Wahlen zum Kongress näher rücken. Historische Muster von 2018 und 2022 kehren zurück. RBC Capital Markets erwartet, dass die Kurse nur leicht zurückgehen, es sei denn, es kommt zu einer Rezession oder einem Anstieg der Zinsen.

Novonesis shares surge 9% after Q2 results, higher 2026 guidance and €1bn buyback
Danish biosolutions firm posts 9% organic sales growth in Q2, beats estimates, raises 2026 outlook and launches inaugural €1bn share repurchase program.

Die Aktien von Panoro Energy fallen um 4% nach der Aktualisierung für das 1. Halbjahr 2026. Details zum Deal mit CI-27 wurden bekanntgegeben
Die Aktie von Panoro Energy fiel am Vorbörsengang um 4% nach der Veröffentlichung der pro forma Zahlen für das H1 2026 und der Bestätigung eines Erwerbs im Umfang von 80 Millionen USD in der Elfenbeinküste. Der Deal CI-27, der über Aktien und Schulden finanziert wird, wird voraussichtlich im 3. Quartal abgeschlossen.

Poland’s industrial output rises 5.1% in July, below forecasts
Factory production growth slowed to 5.1% year-on-year in July, undershooting expectations of a 4.9% gain, as mining and manufacturing momentum eased from June.

Options trader bets $2 million on XRP volatility by Aug. 28
A large straddle position on XRP indicates expectations of significant price movement before the August expiration.

Zelluna shares fall 3.6% after Q2 2026 clinical update
Norway-based biotech’s stock declines after first patient dosed in ZIMA-101 trial; cash runway extends into Q3 2027. CEO cites ‘defining’ quarter as trial advances.

