Equities

Lululemon seen as potential acquisition target with 80% upside
Analysts flag Lululemon as a prime takeover candidate, projecting shares could rise nearly 80% to reach fair value estimates.

Swedish union halts strike against Tesla after wage deal
IF Metall suspends industrial action after securing a wage agreement with Tesla, averting further disruption to Sweden operations.

Google’s AI reshuffle driven by executive moves, sources say
Internal leadership changes at Alphabet’s Google reflect broader push to integrate AI across products and operations, according to people familiar with the matter.
AI-driven earnings boost lifts trending stocks up to 28.3%
Select equities surged on strong quarterly results and AI optimism, with gains ranging from 10% to 28.3%.

Cencora reaffirms guidance after Walgreens volume shift
Pharmaceutical services provider Cencora maintains financial outlook despite reduced Walgreens orders, as shares fall on volume concerns.
AVC Q2 2026 revenue jumps 66% on AI server demand
AI infrastructure demand lifts AVC’s quarterly sales to $4.2 billion, with server shipments surging as hyperscale operators expand capacity.

SpaceX stock jumps on Starlink expansion reports
Shares of Space Exploration Technologies surged after reports of rapid subscriber growth for its Starlink satellite internet service.

Anadolu Efes 1H2026 results show diversification offsets Turkey beer decline
Turkey’s beer sales fell 11% in the first half, but Anadolu Efes’ broader portfolio cushioned earnings. Full-year guidance maintained despite regional pressures.

ASUS Q2 2026 revenue hits record as AI servers surge
Taiwanese tech giant reports record quarterly revenue and a near doubling of server sales, driven by artificial intelligence infrastructure demand.

Wolfspeed options imply 14% stock swing ahead of earnings
Options market pricing suggests Wolfspeed shares could move sharply after Aug. 19 quarterly results, with implied volatility surging to 60%.

Estee Lauder options imply 8.7% stock move ahead of earnings
Options activity suggests Estee Lauder shares could swing 8.7% following next week's quarterly results, with traders positioning for volatility.

Analog Devices options signal 5.8% move ahead of Q3 earnings
Options market pricing suggests Analog Devices stock may swing 5.8% after Q3 earnings release on Aug. 19, with implied volatility near 35%.

Peter Thiel acquires 1% stake in Argentine Vaca Muerta oil firm
Tech billionaire Peter Thiel disclosed a 1% stake in an Argentine oil company operating in the Vaca Muerta shale formation, according to a regulatory filing.

Qfin shares fall as quarterly profit misses estimates
Qfin Holdings reported weaker-than-expected quarterly earnings, sending shares down sharply in early trading.

Figure Technologies revenue doubles on blockchain loan surge
Tokenization lender Figure Technologies reported $226 million in quarterly revenue as blockchain loan marketplace volumes hit $4.3 billion, driven by rising demand for tokenized assets.

Bending Spoons shares fall as revenue growth slows
Italian software firm’s stock declines after preliminary Q2 results miss expectations on revenue and profit margins.

X Energy shares rise after analyst upgrades to buy
Stock gains after Jefferies upgrades X Energy to buy from hold, citing improved market outlook and operational progress.
Tencent Q2 2026 revenue rises as AI investment accelerates
Chinese tech giant reports solid growth in core segments while increasing spending on artificial intelligence infrastructure.
Intel CEO purchases $12 million in company stock
Pat Gelsinger's investment follows recent stock offering, signaling confidence in Intel's long-term prospects amid market challenges.

S&P 500, Nasdaq rise after inflation data, strong earnings
U.S. equities advanced as softer-than-expected inflation data and upbeat corporate earnings outweighed growth concerns. The Dow Jones Industrial Average lagged.

Ocado shares rise after JPMorgan upgrade
Stock gains after analyst upgrades following positive comments at the bank's investor conference.

Clariant shares rise on undisclosed corporate update
Swiss specialty chemicals group gains after a market alert flagged a corporate development, though details remain undisclosed.

Matas Group Q1 2026/27: Revenue rises, margins under pressure
Turkish pharmacy chain posts first-quarter revenue growth but warns of margin compression amid restructuring costs. Shares little changed in early trade.

Thyssenkrupp Marine Systems shares rise on contract news
German shipbuilder secures €1.2 billion order from Norwegian Navy, lifting TKMS stock by over 10% in early trade.

