Märkte

Swiss stocks edge up as Roche, Novartis lead; ABB, Amrize weigh
The SMI rose 0.13% to 14,321 points, with healthcare heavyweights Roche and Novartis offsetting losses in ABB and Amrize. Global bond yields surged to multi-year highs, unsettling investors.

European gas prices hit highest since March as geopolitical risks rise
TTF front-month contract surges to €64.60/MWh amid escalating tensions in the Persian Gulf and declining European storage levels. Storage fills lag 12.63 percentage points below last year's levels.

US stocks mixed pre-market; Moderna surges 72% on Merck trial data
SMI edges higher as Moderna jumps on positive melanoma trial results with Merck’s Keytruda. Geberit, Implenia lead Swiss gains; DocMorris, Straumann lag. Brent crude hits $92 amid Iran conflict.

UGI-Aktien springen um 14 % nach KKR-Bericht
Der Private-Equity-Riese KKR soll UGI Corporation für 9 Milliarden Dollar zu 42,50 Dollar pro Aktie übernehmen, was den Aktienkurs der Versorgungsunternehmen um etwa 20 % über den Vor-Veröffentlichungs-Level angehoben hat.

US stocks rise as Moderna surges 150% on cancer vaccine data
Moderna’s mRNA cancer vaccine trial results drive a 150% jump in its shares, lifting the S&P 500 and Swiss pharma stocks. US net interest payments hit a record 3.3% of GDP.

Nasdaq slips as Moderna surges; US net interest payments hit record high
Moderna’s 72% rally fuels gains in biotech and Swiss pharma shares, while U.S. net interest costs rise to 3.3% of GDP—the highest on record. SMI edges higher as defensive stocks offset semiconductor weakness.

Basilea Pharmaceutica posts 32% profit surge in H1 2026, raises guidance
Swiss drugmaker reports CHF 27.9 million net profit for the first half, driven by strong Cresemba sales and non-dilutive funding. Full-year outlook upgraded on revenue and profit growth.

US stocks rise as Moderna surges; US net interest costs hit record high
Moderna’s 118% rally lifts biotech and Swiss pharma; Dow, S&P 500 and Nasdaq 100 advance. US net interest payments climb to 3.3% of GDP, highest on record.

Basilea raises 2026 revenue, profit forecasts after strong H1 results
Swiss drugmaker posts CHF 119 million in H1 revenue, a 14% rise, and doubles full-year profit guidance as Cresemba and Zevtera sales accelerate.

Wagyu.xyz crosses $700M in volume, opens public API for developers
Cross-chain swap platform Wagyu.xyz reaches $700M in cumulative trading volume seven months after launch and introduces a public API for third-party integrations. Median settlement time for Monero swaps stands at 5.5 minutes.

JDC posts record H1 2026 profit, eyes AVD launch in 2027
First-half revenue rose 18.7% to €143.5 million as AI-driven efficiency gains offset weak contract transfers. Altersvorsorgedepot platform to target 50 million eligible Germans from January.

Conduit Holdings names Mark Pickering as new CFO, effective Nov 2026
Pickering, former Aspen Insurance CFO, will replace Elaine Whelan and join the board. His appointment follows Aspen’s IPO and acquisition by Sompo earlier this year.

Klarna-Aktien stürzen um 22% nach Gewinnwarnung und Prognosekürzung
Der schwedische Fintech-Konzern erleidet einen schweren Einbruch, nachdem er seine Umsatzerwartungen für das laufende Jahr herabgesetzt und schwächere als erwartete Ergebnisse in Deutschland angekündigt hat. Die Stellen des Chief Financial Officer und Chief Marketing Officer werden 2027 neu besetzt.

Shaires Holdings verschiebt die Frist für das Aktienangebot für Privatanleger auf den 24. August
Die London-basierte Investmentfirma legt den Abschlussdatum für das Aktienangebot von 20 USD auf den 24. August 2026 um 16:30 Uhr fest und behält die Handelspause bis auf weiteres bei.

TCOMAS to unveil gold limited-edition AIO cooler at Gamescom 2026
PC hardware brand TCOMAS will debut a gold-themed liquid cooler at Gamescom 2026, alongside a new AI PC configurator and a custom build by MudzieModz. The event runs Aug. 26–30 in Cologne.

TD Cowen flags unresolved questions ahead of Nvidia, Broadcom earnings
Analysts remain neutral on Nvidia and Broadcom despite raised long-term datacenter market estimates, citing unresolved debates over roadmaps and margins.

AUD/JPY outshines peers as carry trade demand rises amid USD softening
Australian dollar-yen pair leads currency carry trade alternatives with an 18% annual gain, while Mexican peso and Turkish lira flash caution signals despite some technical buy signals.

Six small-cap energy stocks trading below 7x P/E with 29% average upside
StealthGas, SandRidge Energy and four others show strong free cash flow yields and minimal leverage amid elevated energy prices. Analyst coverage remains sparse for most names.

S&P affirms Nvidia's AA rating, cites Ohio AI campus guarantee
Credit agency S&P Global Ratings maintains Nvidia's AA issuer credit rating with a stable outlook, citing a $105 billion guarantee tied to an Ohio AI data center campus. The rating agency also adjusted future debt projections based on the facility's development schedule.

Basilea Pharmaceutica lifts H1 2026 outlook as stock surges 8.7%
Swiss biotech raised its full-year revenue and profit guidance after reporting a 14% revenue jump in H1 2026. Shares rose 8.7% in pre-market trading.

Global stocks slip as yields surge; Swiss market edges up on pharma gains
Nasdaq leads losses as U.S. 30-year yields hit 19-year high. SMI ekes out gains on Roche, Novartis gains; ABB falls. Brent crude near $91, gold dips.

Analysis: Diesel prices seen nearing record highs amid refining constraints
Diesel crack spreads surge to historic levels as refining deficits tighten global supplies, with prices just 6.4% below all-time peaks. Analysts warn of further upside risk amid constrained distillate capacity and rising export flows.

Poland raises income tax threshold, lifts corporate rate to 22%
Middle-class earners benefit from a higher tax bracket threshold, while corporate tax rises to offset revenue loss. Changes take effect alongside a solidarity surcharge hike.

USD/JPY consolidates near 159.50 after July intervention gains fade
The yen has retraced roughly half of its late-July rally as rate differentials and fiscal risks weigh. Technical levels suggest a near-term pullback toward 159.00, with a break opening room to 158.54.

EVS posts record H1 2026 revenue as stock remains flat
Broadcast equipment firm EVS reported a 70% year-over-year rise in adjusted H1 revenue to EUR 107.2 million, while net profit grew 24% to EUR 16.5 million. Full-year 2026 revenue guidance was set at EUR 220-240 million.

