Equities
Europe’s equity rally may persist on cheaper oil, fiscal boost
Euro Stoxx 50 gains of 8% in three months and Citi’s 8% upside target to mid-2027 support the case for further gains. Fiscal easing and lower oil prices are cited as key tailwinds.
FTSE 100 edges higher as oil falls, Iran tensions ease tech-led losses
UK benchmark reverses early declines after Brent crude drops over 1% and geopolitical jitters fade. Gainers led by energy and consumer staples as global equities drift lower.
US stocks mixed as oil dips, SMI extends losses; ABB falls, Richemont rises
U.S. benchmarks diverge with Dow up 0.1%, S&P 500 down 0.3% and Nasdaq 100 down 0.6% as Brent crude drops 1.1% to $93.10. Swiss SMI falls 0.47% with ABB leading decliners and Richemont among top gainers.
TX Group posts 5.7% revenue decline but 74.3% EBIT surge in H1 2026
Swiss media group TX Group reported a 5.7% drop in first-half revenue to CHF402.4 million while adjusted EBIT surged 74.3% to CHF67.1 million, driven by digital platforms and cost cuts. A CHF46.4 million goodwill impairment at Goldbach weighed on reported earnings.
German stocks slip as DAX falls 0.07% on sector losses
Technology, construction and industrials weighed on Frankfurt’s benchmark index, while gold futures climbed 0.74% to $4,715.14 per ounce.
US stocks slip at week’s open; Intel, AMD drag tech; SMI near lows
Dow, S&P 500 and Nasdaq 100 fall 0.1%, 0.3% and 0.6% respectively as chipmakers lag. Brent crude dips 1% to $93.22/bbl amid Iran sanctions outlook.
Swiss stocks end flat as ABB, pharma weigh; UBS, Vetropack rise
The SMI slipped 0.07% to 14,447 as investors took profits on ABB and sold off Roche and Novartis. UBS gained 1.7% and Vetropack surged 4.4% on company-specific news.
Swiss stocks rise as US futures gain; ABB, Logitech lead gains
Swiss Market Index climbs 0.21% as European peers advance; Amrize drops after CFO exit, Orior slumps on guidance cut. Oil, gold and crypto prices mixed.
Citi warns U.S. stock positioning is shifting toward neutral as bearish flows rise
U.S. investor sentiment has reversed from accumulation to long liquidation and new shorts, with the Nasdaq and S&P 500 drifting toward neutral levels. Europe remains moderately bullish but shows early signs of short activity.
Swiss stocks rise 0.21% as ABB, Logitech rebound; Orior plunges 9.5%
SMI advances on gains in ABB and Logitech, while Orior collapses after profit warning. Analysts adjust targets for Swiss firms including DKSH, Emmi and Siegfried.
EPIC Suisse posts 32% profit jump in H1 2026 on rental growth
Swiss real estate firm lifts full-year rental income guidance to 1.5% as net profit rises to CHF 39.8 million. Portfolio value declines 1.1% to CHF 1.67 billion.
EPIC Suisse posts 32% profit rise in H1 2026 on disposal gains, lifts guidance
Swiss real estate firm EPIC Suisse reported a 32.4% jump in net profit to CHF 39.8 million, driven by a CHF 9.4 million gain from the disposal of the Vennes III property. Full-year rental income growth guidance was raised to 1.5% from 1.0%.
Asian stocks drift ahead of Nvidia earnings amid AI rally uncertainty
Nvidia’s upcoming results loom large as markets weigh AI-driven gains against Alibaba’s $10.2 billion share sale and geopolitical risks. German and UK bond auctions, along with U.S. consumer confidence data, also in focus.
Swiss equities flat as SMI hovers near 14,464; Logitech, ABB rise; Amrize falls
The Swiss Market Index edges 0.11% higher as Nestlé weighs on blue chips, while Logitech and ABB gain ground. Mid-cap and small-cap segments show mixed performance amid corporate updates and ratings changes.
Swiss stocks rise ahead of Nvidia earnings; Swiss franc weakens
Swiss Market Index up 0.16% premarket as Dow Jones gains 0.26%. Nvidia and Tesla shares fall ahead of chip giant's quarterly results. Brent crude holds above $93 per barrel amid regional tensions.
Morgan Stanley flags five European software stocks for second-half gains
Bank upgrades IONOS, SAP, Informa, Sage and Amadeus to overweight, citing AI adoption, stable growth and valuation appeal amid sector rebound.
Malibu Life insiders buy shares in open offer and private placement
Insider purchases totaling $2.26 million completed on Aug. 21, with largest transaction by Gatemore Special Opportunities Master Fund. Disclosures comply with UK Market Abuse Regulation.
DAX holds above 26,000 as global events loom over markets
German blue-chip index slips 0.11% but remains above key support level ahead of U.S. tariff announcements, Nvidia earnings and Fed remarks. Chipmakers and energy shares diverge amid AI sector volatility.
Aggreko files NYSE IPO for mobile power giant
Glasgow-based Aggreko, a global leader in mobile power and temperature control equipment, has filed for an IPO on the NYSE under the ticker AGKO. Goldman Sachs and J.P. Morgan lead the underwriting syndicate.
Amrize appoints Samuel Poletti as new CFO amid leadership transition
The U.S.-Canada operator names Poletti, a former Holcim finance executive, as CFO following Baris Oran’s departure. A new VP of Investor Relations is also appointed.
Airbus outshines Boeing on valuation, cash flow and debt metrics
Airbus reports a 7.1% net margin and $5.36B free cash flow, while Boeing posts a $11.88B loss in 2024 and struggles with $48.36B in debt. Comparisons show stark contrasts in profitability and leverage.
Tesla halts solar roof sales after decade, shifts focus to panels
Company redirects customers to traditional solar offerings as it scales back innovative roof tile program. Plans for a $10.1 billion Texas solar cell factory remain on track.
AEON Biopharma appoints Paul Lee as interim regulatory director
Former FDA neuroscience deputy director Paul Lee takes interim role to lead regulatory strategy for AEON’s BOTOX biosimilar ABP-450, including FDA interactions under the 351(k) pathway.
Needham lifts SK Hynix stock target to $220 on $40 trillion buyback plan
Analysts upgrade SK Hynix to buy as the chipmaker approves a massive share repurchase program and raises shareholder return targets through 2027.