Marchés

La trésorerie Bitcoin devient profitable alors que le BTC atteint 77 000 dollars
Les avoirs en bitcoins de Strategy se rentabilisent après que le cours du BTC ait dépassé la base de coût de 75 385 $. Les analystes citent 68 000 $ comme niveau de soutien critique au milieu d’un regain d’intérêt de l’achat.

German DAX falls below 26,000 points amid energy and rate pressures
The German blue-chip index slipped 0.65% to 25,921 points, extending losses as rising oil prices and bond yields weighed on sentiment. The Euro Stoxx 50 and MDax also declined.

Volkswagen CEO flags 'critical' outlook, warns of deeper cost cuts
Blume says operating margin of 3.8% is insufficient for long-term investments, as group prepares to unveil sharper austerity plan by year-end.

Barclays upgrades 10 European diversified financials stocks on earnings momentum
Analysts flag 3i Group, Deutsche Boerse and Partners Group among ten names in the sector, citing earnings revisions as the primary driver of returns. Weakness at OneSavings Bank and Avanza Bank noted.

NIBE Industrier shares rise on strong Q2 earnings, heat pump demand
Swedish heat pump maker NIBE Industrier advanced after reporting a 9% operating margin in Q1 2026 and citing a 49% surge in German heat pump subsidy applications.

U.S. jobless claims drop to 206,000, beating forecasts
Initial unemployment filings fell below expectations for a second straight week, signaling steady labor market conditions despite recent volatility.

NextTrip debuts B2B travel platform for advisors with zero subscription fee
The NASDAQ-listed travel tech firm launches NextTrip Pro, a commission-based platform offering booking tools and group travel management at no cost to qualified travel professionals.

Argentina trade surplus widens to $2.12 bln in July
Exports rose to $8.85 billion while imports climbed to $6.74 billion, exceeding analyst forecasts of $1.85 billion.

European metals stocks poised for gains if U.S.-Canada tariffs halve
Morgan Stanley analysis projects ArcelorMittal as the top beneficiary, with potential annualized pre-tax relief of $300-$350 million. Rio Tinto, SSAB and Norsk Hydro face mixed impacts.

Data centres seen consuming silver at scale of major miner’s output
World Silver Survey 2026 projects data centre demand to exceed 42 million ounces annually by 2027, reshaping industrial consumption patterns. Silver price near eight-week high as yields ease.

Les prix de l'essence en Suisse remontent au-dessus des 2 francs le litre, pour la première fois depuis 2022
Le prix moyen de l'essence 95 octanes atteint 2,02 francs le litre, propulé par les tensions au Moyen-Orient, la diminution de la capacité des raffineries et les perturbations du transport sur le Rhin. Le prix du diesel monte à 2,27 francs.

Harrow’s eye anesthesia gel shows 58% less discomfort in study
IHEEZO gel outperformed proparacaine in a 50-patient trial, with statistically significant reductions in pain across all post-injection time points.

IntraGel lève 7 M$ auprès de UroGen pour développer un traitement contre le cancer de la tête et du cou
Les fonds permettront l'avancement du développement de TumoCure grâce à des essais de phase 2, après avoir obtenu des données de sécurité et de l'efficacité précoce pour la phase 1b. UroGen obtient l'option de droits exclusifs mondiaux dans le cadre de cet accord.

Aryzta shares drop 6% after UBS downgrades to sell on margin concerns
Swiss bakery group’s stock falls as UBS cuts price target to CHF40 and slashes earnings forecasts, citing weaker growth and margin pressures in Germany and GLP-1 diet trends.

Le vaccin contre le cancer à base d'ARNm de Moderna et Merck franchit une étape importante dans un essai sur le mélanome
La thérapie combinée enregistre le premier succès en phase tardive pour un vaccin contre le cancer à ARNm personnalisé, faisant grimper les actions de Moderna de 150 %. La pente du brevet de Keytruda se profile, alors que les concurrents se livrent une course pour reproduire les résultats.

US equities mixed; SMI edges lower as oil hits four-week high
Futures on the Dow slipped 0.13% while Nasdaq futures rose 0.1% ahead of U.S. open. Brent crude surged 2.6% to $94.04/bbl, nearing $100/bbl. Swiss Re and Logitech led SMI laggards.

LSI Industries CFO to retire in August 2027 after decade-long tenure
James E. Galeese, CFO since 2017, will step down after over 10 years with the Cincinnati-based lighting and display manufacturer. The company plans to name a successor by mid-2027.

D.E. Shaw discloses $1B+ stake in Sysco amid AI push
Hedge fund D.E. Shaw reveals a more than $1 billion stake in Sysco, as the food distributor accelerates AI-driven efficiency gains and eyes a major acquisition. Sysco’s stock has underperformed over the past year.

Les actions Michelin montent de 1,7 % après la réévaluation de JPMorgan à « surpondéré »
Stock : le titre grimpe à 34,68 € alors que JPMorgan porte son objectif de cours à 42 €, en invoquant une demande accélerée de pneus pour camions et une croissance durable dans le secteur des composites haut de gamme.

Le blé d'Euronext atteint un niveau record de quatre semaines, alors que les perturbations en mer Noire bloquent les exportations
Les prix du blé de référence ont augmenté de 1,8 % à 241 € la tonne sur Euronext, au milieu d'interruptions croissantes des services de navigation liées à la guerre en mer Noire, ce qui a redirigé la demande vers l'Europe de l'Ouest.

Gold rises as Trump escalates economic pressure on Iran
U.S. sanctions threat against Iran lifts gold, oil prices; Fed rate-hike odds remain low ahead of Jackson Hole. Analysis flags technical resistance and profit-taking risks.

Ultragenyx surges 11% after FDA approval of gene therapy for rare disease
Ultragenyx shares jumped 11.1% in pre-market trading after the FDA granted accelerated approval for GENGLYCOS, the company's first gene therapy. Analysts raised price targets to as high as $58.

Target’s grocery push drives traffic growth, but broader shopper appeal remains key
Food and beverage sales rose 7% in the latest quarter as Target expands private-label offerings, yet grocery still accounts for less than a quarter of total merchandise sales.

Robo.ai to release H1 2026 results Sunday after restructuring
The Abu Dhabi-based AI firm will file unaudited financials with the SEC on Sunday, following the disposal of legacy operations and acquisition of Neurovia AI and Quantum Core Capital.

Hays profit rises 3% in FY26 as £50m cost cuts offset fee decline
Pre-exceptional operating profit increased to £48.6m despite an 8% drop in net fees to £905.5m, as restructuring delivered £50m in annualized savings ahead of schedule.

