Equities

Dow Slips 0.3% as Oil Swings Weigh on Wall Street
US markets showed little direction as Iran tensions lifted oil prices and bond yields, while Meta, Oracle and MGM posted notable moves.

TP Names Benoit Gabelle as New Group CFO to Drive Transformation
Benoit Gabelle takes over as Group Chief Financial Officer at TP, a global digital business services provider, to accelerate its AI-driven transformation and investor relations.

IG Design Group shareholders back 1p dividend, new directors at AGM
IG Design Group PLC shareholders approved a final 1-pence dividend and elected two new directors at its annual meeting, with near-unanimous support across all 13 resolutions.

H.B. Fuller Q3 2026 Results Show Margin Expansion Amid Volume Declines
The adhesive maker reported adjusted EPS of $1.52, topping analyst expectations, while revenue came in slightly below forecasts. Margins widened on pricing gains and cost‑saving actions, even as volumes fell.

Smithfield Foods Stock Hits 52-Week Low at $18.89
Pork producer touches session low of $18.89 as shares fall more than 63% from their 52-week high, despite recording a record operating profit in the second quarter.
Regency Centers Stock Falls to 52‑Week Low of $21.05
The REIT’s shares slipped to their lowest level in a year, reflecting a 10% decline over the past 12 months while offering a 6.8% dividend yield and a PEG ratio of 0.64.

Miami International Holdings shares hit 52‑week low of $35.42
The stock fell to $35.42, a 38% drop from its 52‑week high, after Morgan Stanley cut its rating and price target despite a record Q2 revenue beat.

Essential Properties Realty Trust hits $26.46 low amid year-on-year decline
Stock falls 9.91% over 12 months as dividend yield holds at 4.76% and analysts set targets between $30 and $40.

Gaming stocks dip as Meta unveils AI game‑building tools
Meta announced AI‑powered Horizon Create and Horizon Studio at its Connect conference, sending Unity down 5% and pulling Roblox and AppLovin lower.

Lincoln Electric Outlines Growth Strategy Amid 9.3% Revenue Growth
The welding and automation leader highlights operational improvements, M&A plans, and pricing adjustments to sustain mid-single-digit CAGR through 2030.

Proto Labs Stock Surges to 52-Week High at $93.25
Company reports record Q2 revenue, adjusted EPS beats estimates, and raises full-year outlook amid analyst upgrades.

Former OpenAI Data Center Head Joins Nvidia as DSX VP
Chris Malone, who led OpenAI’s data center infrastructure, now oversees Nvidia’s DSX Platform, following his departure amid executive departures in August.
Third Point Reinsurance Hits Record High on Strong Earnings, RBC Upgrade
SiriusPoint shares surge to all-time high of $26.49 after second-quarter operating EPS beat estimates, while RBC Capital initiated coverage with an Outperform rating.

JPMorgan Picks European Chemical Stocks as China Pressure Mounts
JPMorgan highlighted Novonesis as its top long in European chemicals, citing strong organic growth and ROIC above 20%, while retaining underweight ratings on BASF and Wacker over valuation concerns.

MicroSalt launches retail offer to raise up to £100,000
MicroSalt PLC is offering up to 714,285 new ordinary shares at 14p each, targeting £100,000 and part of a broader £1.5 million fundraising round.

Knife River acknowledges activist letter from Starboard Value
Knife River said it received a letter from activist investor Starboard Value, welcomed dialogue and reaffirmed its growth strategy since its 2023 spin‑off.

Solaria shares drop 6.5% after H1 2026 results show record EBITDA
The Spanish solar producer posted a 50% rise in EBITDA and a 52% jump in net profit, but higher merchant exposure and a weaker current ratio sent the stock down 6.47% to $15.18.

Valmont Industries Eyes $35 EPS by 2029, Driven by Utility Growth
Valmont Industries projects revenue growth to $5.4B by 2029, with utility segment expansion leading to a $35 EPS target—despite rising input costs.

Crypto treasury firms lose premium as market value falls below holdings, DWF report shows
A DWF Ventures study finds only four of the 20 biggest digital‑asset treasury companies trade above NAV, indicating a collapse of the equity premium that once funded Bitcoin purchases without dilution.

AKTOR raises €950mn to fund infrastructure expansion, eyes €600m EBITDA by 2031
Greek infrastructure group AKTOR completed a €950 million capital raise—€650 million in shares and €300 million in senior bonds—boosting cash to €1.1 billion and targeting a diversified portfolio by 2031.
Kyverna Reports One-Year Clinical Data for Autoimmune CAR T Therapy miv-cel
Kyverna Therapeutics shared 12-month results from its miv-cel CAR T-cell program in stiff person syndrome and generalized myasthenia gravis, with a rolling BLA still targeted for late 2026.
Living REIT posts modest H1 2026 growth after senior‑living acquisition
The UK REIT reported a 2.3% rise in rental income, EPS of 3.4p and lifted its 2026 dividend target, while expanding to 5,464 homes through a £185m senior‑living purchase.
Shaires Holdings opens AIM trading with $108m AI portfolio
London-based investment company lists on AIM with holdings in seven private AI firms, using the exchange's new Capital Access Window for its first retail tranche.

HSBC awards 7.9 million shares under UK employee share plan
Employees receive options to purchase shares at £12.17 each, with vesting over three to five years and exercise windows extending to 2032

