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German DAX holds steady as tech selloff weighs on global markets
Leitindex slips 0.19% as semiconductor stocks drag, while Renk jumps 2.8% on takeover speculation. Euro Stoxx 50 and MDax largely flat.

Les taux obligataires mondiaux ont atteint des niveaux records depuis plusieurs décennies sous la pression de la dette et de l’inflation
Les rendements des obligations d'État à long terme aux États-Unis, en Allemagne, en France, au Canada et au Japon ont grimpé à des niveaux non vus depuis les années 2000, favorisés par la hausse du niveau de la dette et la concurrence dans le secteur des emprunts d'entreprises.

LINK Mobility reports Q2 2026 organic growth rebound, CPaaS momentum
Revenue rose 17% year-over-year to NOK 2.05 billion, while adjusted EBITDA climbed 28% as enterprise messaging offset global declines. CPaaS gross profit surged 39% CAGR since 2023.

Sunrise Q2 2026 results: cash flow rises 33% as revenue dips 2.6%
Swiss telecom group reports CHF 204 million adjusted free cash flow in Q2, offsetting a 2.6% revenue decline. Full-year guidance maintained despite softer top-line trends.

Swiss Market Index slips as Geberit surges; oil hits four-day high
Geberit shares jumped 8% on strong half-year results while Straumann fell 6.3% after CEO departure. Brent crude rose above $92 as geopolitical risks mount.

Ambea posts 88% EPS gain, SEK 929m free cash flow in Q2 2026
Swedish care provider Ambea reported an 88% rise in adjusted EPS to SEK 2.13, while rolling 12-month free cash flow reached SEK 929m as EBITDA margins hit 10%. Shares rose 10.7%.

Lufthansa rolls out Starlink Wi-Fi across fleet by 2029
German carrier becomes latest airline to adopt Elon Musk’s satellite internet, with full fleet coverage planned by 2029. Service already live on Airbus A320neo from Frankfurt.

European gas prices retreat from five-month highs as geopolitical risks ease
Wholesale European gas contracts slipped on Wednesday after a five-day rally paused, with Dutch TTF futures down 0.45% from intraday peaks tied to Middle East tensions. Storage levels remain below 63% ahead of winter.

Albion VCTs launch £40m share offer, target September opening
Three Albion venture capital trusts plan to raise up to £40 million in aggregate through new share issues, with Albion Enterprise and Albion Technology & General each targeting £15 million and Albion Crown seeking £10 million.

Les actions de Pure Storage atteignent un nouveau record à 118,93 $
Les titres de Pure Storage ont atteint un sommet à 118,93 $, tandis que les analystes fixent des objectifs jusqu'à 150 $ et soulignent une forte demande alimentée par l'intelligence artificielle.

CBL International swings to profit on higher fuel prices, volume growth
Marine fuel logistics firm CBL International reported net income of $1.5 million in H1 2026, reversing a $992,000 loss a year earlier, as revenue surged 49.2% to $395.59 million.

Swiss stocks rise as Roche, Novartis offset losses; Nasdaq falls sharply
SMI gains 0.13% with healthcare giants leading gains, while U.S. tech selloff drags Nasdaq down 1.49%. ABB and cyclicals decline as bond yields climb to multi-year highs.

Geberit shares seek rebound after first-half 2026 results
Swiss sanitary technology group to report H1 earnings amid 13% YTD decline and cautious market outlook. Analysts eye margin stability and renovation segment trends.

AI bubble tops BofA fund manager survey as tech euphoria cools
32% of global fund managers flag AI as the primary tail risk, while semiconductor positioning declines sharply; cash levels hit six-year lows.

Palogic urges Granite Point Mortgage to halt lending, cut costs
Activist investor Palogic calls for immediate suspension of new loan originations and cost reductions at Granite Point Mortgage Trust, citing steep asset declines and credit deterioration.

Le DAX baisse de 0,3% sous le poids du pétrole et des rendements obligataires. Le Brent dépasse les 90 dollars
L’indice allemand des valeurs de premier ordre continue de se détériorer par rapport à son record, les prix croissants du brut et les rendements à leurs plus hauts depuis 15 ans dans les obligations allemandes et américaines atténuant le sentiment. Les valeurs énergétiques et le titre du fabricant de microprocesseurs conduisent les déclins.

Swiss stocks slip as global markets waver; Roche, Novartis advance
Swiss Market Index fell 0.13% as U.S. futures declined on rising bond yields and Middle East tensions. Roche and Novartis led Swiss gains, while cyclicals like ABB lagged. U.S. tech and AI-linked stocks retreated.

Xiaomi Q2 2026 profit steady as EVs and AI drive growth
Smartphone and IoT revenue offset margin pressures while EV deliveries topped 104,000 units. AI model MiMo V2.5 ranked No. 1 globally by token volume.

La Grande-Bretagne fait face aux menaces russes après des rapports de drones britanniques utilisés dans des attaques
Moscou avertit Londres de « conséquences » après que Kiev aurait employé des drones britanniques dans des frappes profondément en territoire russe, accroissant les tensions entre les deux nations.

Klarna shares slump 18.6% on revenue guidance cut, leadership departures
Buy-now-pay-later firm cuts full-year revenue forecast to $4.08-$4.16 billion, citing FX pressure and softer German demand. CFO and CMO to leave in early 2027.

Floating-rate bond ETFs outperform as yields rise in 2026
Top-performing bond ETFs in 2026 focus on floating-rate and ultra-short strategies, avoiding duration risk amid rising Treasury yields. Key picks include USFR, JAAA and JPST.

Klarna CFO, CMO to depart in early 2027 as execs step down
Chief Financial Officer Niclas Neglén and Chief Marketing Officer David Sandström will leave their posts next year after six and nine years respectively, Klarna confirms.

UBS downgrades Scor to ‘sell’ on reinsurance pricing headwinds
Analysts cut Scor’s price target by 6% to €32.50 after downgrading the French reinsurer to ‘sell’ ahead of next month’s Monte Carlo Rendez-vous, where sector pricing is expected to soften.

Berenberg upgrades Sixt to Buy on Europe travel rebound, lifts target to €91
German car rental group’s shares climb 3.9% after broker cites stronger summer travel demand in Europe and improved U.S. residual-value management. Target raised from €83 to €91.

Goldman Sachs upgrades protein market outlook ahead of Hormel Foods earnings
Pork and beef cutout prices fell in July while packer margins diverged. Analysts see improving conditions for Hormel Foods ahead of its August 27 earnings release.

