Marchés

S&P downgrades Leslie’s to CCC- on restructuring risk
Ratings agency warns of potential selective default within six months if debt restructuring proceeds. Term loan trades near 20 cents on the dollar.

S&P upgrades Somnigroup to 'BB+' on debt reduction, positive outlook
Rating agency cites improved leverage metrics, Mattress Firm integration, and forecasted EBITDA growth. Outlook remains positive with potential further upgrade.

SEC charges ex-Bank of America banker with insider trading
Jason Satsky allegedly tipped Gavin Wolfe about an $8.1 billion buyout of South Jersey Industries, enabling illegal profits of $18.5 million. SEC seeks fines and trading bans.

Nvidia fiscal Q2 2027 earnings: $92B revenue seen, margin focus ahead
Analysts expect Nvidia to report $91.9B in revenue for fiscal Q2 2027, with gross margins and China demand among key watchpoints after four straight upside surprises.

Hedge funds and mutual funds pile into AI infrastructure stocks
Goldman Sachs identifies Bloom Energy, Flex and Seagate Technology as the most widely added AI names by both hedge and mutual funds in Q2. Financials sector exposure hits multi-year highs.

German CDU leader urges EU tariffs on Chinese hybrid cars
Lower Saxony's CDU chairman calls for swift EU import duties on Chinese hybrid vehicles, citing subsidized competition and rising import pressure. Volkswagen's Wolfsburg base highlighted as regional concern.

Les six grandes banques du Canada publient leurs résultats du troisième trimestre 2026 après quatre trimestres consécutifs de croissance
Les six prêteurs ont tous rapporté leurs prévisions entre le 25 et le 27 août, alors que les estimations du consensus sur le BEP ajusté convergent sur une hausse de 5,6 % à 12,1 % au cours de la dernière année, tandis que les actions subissent un recul de 5 % à 7 % par rapport à leurs niveaux les plus hauts récents.

Le Groenland autorise le transfert de licence des terres rares à Greenland Mines
Le gouvernement du Groenland a autorisé le transfert de la licence d'exploitation minière pour le projet Sarfartoq de néodymium et praseodymium, étape essentielle de l'acquisition de Greenland Mines.

BIGG Digital to rebrand as Surge Digital, shares to consolidate 7-for-1
Canadian crypto firm BIGG Digital Assets will change its name to Surge Digital and reduce its share count by 85.7% in a 7-for-1 consolidation effective Aug. 26. Trading to switch to SRGE on TSXV.

Le Mexique attend des accords de commerce avec les États-Unis similaires à ceux en cours avec le Canada
Le ministre mexicain de l'Économie, Marcelo Ebrard, espère des résultats comparables aux négociations en cours entre Washington et Ottawa.

Les actions du fonds Guggenheim atteignent un niveau record depuis 17 ans après un rapport de vendeurs à court
Le Guggenheim Strategic Opportunities Fund coté à la Bourse de New York a chuté de 3,7 % vendredi, après que le rapport d’un vendeur à découvert ait affirmé des pratiques de distribution insoutenables liées à l’émission d’actions.

Central banks hold most gold reserves at Bank of England, World Gold Council data shows
Survey finds 57% of central banks use the Bank of England as a foreign custodian for gold reserves, with Goldman Sachs estimating monthly purchases by official sector at 50 tonnes through 2026.

Roche issues CHF 410 million bond due 2036 with 1.095% coupon
The Swiss healthcare giant places a new 10-year Swiss franc bond at par, offering an annual yield of 1.095%. The issue is rated Aa2 by Moody's and trades from a minimum of 1,000 nominal units.

Solana Company outlines governance voting stance ahead of on-chain ballot
Solana Company will support the Solana Constitution proposal while opposing two others on disinflation and fee structures ahead of the weekend vote.

Nomura’s Laser Digital secures Japan’s first crypto exchange license in four years
Laser Digital, a unit of Nomura Group, becomes the first crypto exchange to receive Japan’s Financial Services Agency authorization since 2022, as regulators shift oversight toward stricter financial-asset rules.

MicroCloud Hologram buys $15.76m in MicroStrategy shares
The NASDAQ-listed tech firm acquired 140,268 MicroStrategy shares through a structured note settlement, citing digital asset investment strategy.

Yatra Online receives unsolicited $1.10 per share tender offer from Magna Holdings
Magna Holdings proposed purchasing up to 20 million shares, representing roughly 31% of Yatra’s outstanding stock. The offer expires Sept. 17 unless extended, and Yatra’s board urged shareholders to await its formal recommendation.

Aligned launches $ALIGN token with 10 billion fixed supply for Ethereum stack
Utility token for Proof Aggregation and Wallet-as-a-Service debuts with 1.6 billion tokens in circulation. Airdrop targets developers, researchers and ecosystem partners.

Eric Trump-backed Space-Eyes to add ex-Delta Force officer, ex-banker to board
Space-Eyes, a drone and geospatial intelligence firm backed by Eric Trump, plans to appoint a former Delta Force officer and a former Morgan Stanley banker to its board as it prepares for a $638 million public listing via a SPAC merger.

Four oversold stocks with double-digit upside potential after August selloff
AppLovin, Signet Jewelers, Cirrus Logic and Smithfield Foods are trading near multi-month lows with RSI below 30, analyst targets exceeding current prices by up to 81%, and valuation metrics suggesting upside of 24% to 51%.

SMI rebounds to close higher on strong pharma, cyclical stocks
Swiss benchmark rises 0.62% after midday reversal led by Roche and Novartis; broader gains in materials and industrials offset early losses. Brent crude remains above $94 a barrel amid Middle East tensions.

Dino Polska Q2 2026 EPS beats estimates as deflation weighs on sales
Polish grocery chain posts 4.9% EPS beat despite 0.7% revenue miss, with like-for-like sales growth slowing to 0.3% amid food price deflation. Shares rise 5.8%.

Metals Royalty secures $165m financing for iron ore royalty acquisition
The Metals Royalty Company will use proceeds from a $165m package to fund a Mesabi Metallics iron ore royalty acquisition and refinance debt. The financing includes $140m in convertible notes and a $25m term loan.

Morgan Stanley lifts India steel stocks outlook on price strength
Indian steel equities seen extending gains as hot-rolled coil prices rise 27% from December lows, while Morgan Stanley flags near-term monsoon risks.

Dollar chains face mixed outlook ahead of Q2 earnings, Haskett revises same-store sales
Gordon Haskett adjusts same-store sales estimates for Dollar General, Dollar Tree and Five Below ahead of Q2 earnings, while trimming guidance for Ollie's Bargain Outlet.

