Equities

NKT Q2 2026 slides show margin growth despite revenue drop
Slides from NKT’s Q2 2026 presentation indicate expanding margins even as total revenue declined year-over-year.

HelloFresh shares fall on weak outlook despite revenue beat
German meal-kit company posts higher-than-expected sales but cuts full-year guidance, citing rising costs and demand slowdown.

Oneflow Q2 2026 ARR exceeds SEK 200M, margins rise sharply
Swedish SaaS firm Oneflow reports second-quarter 2026 annual recurring revenue surpassing SEK 200 million, with gross margins expanding significantly year-over-year.

Fox stock jumps on strong earnings, revenue beat
Media giant posts better-than-expected quarterly results, lifting shares despite ad market headwinds.

Lendlease forecasts $749 million loss for FY26 despite construction recovery
Slides from the developer’s FY26 outlook highlight a rebound in construction activity but warn of a significant net loss, driven by asset impairments and restructuring costs.

Trend Micro shares fall on weak outlook, analyst downgrade
Cybersecurity firm's stock drops after profit miss and reduced guidance amid slowing enterprise IT spending.

SFC Energy posts record H1 2026 earnings on Ukraine demand
German fuel cell maker SFC Energy reported record first-half revenue and profit for 2026, driven by a surge in orders from Ukraine amid ongoing military operations.

Garo Q2 2026 results: Electrification growth offsets e-mobility losses
Swedish industrial group Garo reports Q2 2026 revenue growth driven by electrification but faces losses in its e-mobility segment.

Schouw & Co raises 2026 outlook after Q2 gains
Danish industrial group lifts full-year guidance following broad-based revenue growth and margin expansion in the second quarter.

Appear Q2 2026 revenue slumps 30%, guidance cut on timing gap
Slides for the second quarter of 2026 reveal a sharp 30% drop in revenue and a revised downward outlook, attributed to delays in project timelines.

Olam shares fall on profit warning, dividend cut
Singapore-based agribusiness group Olam International slashes dividend and lowers full-year profit guidance, sending shares down 6.5%.

Sound Energy non-executive director to leave board in February
Independent director’s departure follows recent corporate governance changes at the UK-listed energy explorer.

GDS shares surge 12% on upbeat outlook despite Q2 miss
Data center operator GDS Holdings gains after forecasting higher demand, offsetting weaker-than-expected Q2 revenue and EBITDA.

JD.com shares fall 9% on weak retail growth despite Q2 earnings beat
Chinese e-commerce giant posts better-than-expected profits but warns of sluggish consumer demand as shares drop sharply.
SMIC Q2 2026 earnings beat forecasts on AI demand
Chinese chipmaker SMIC reported second-quarter 2026 earnings ahead of expectations, citing strong AI-driven demand for advanced semiconductors.

Nu Holdings posts earnings miss, revenue beats forecasts
Latin America's largest digital bank reported second-quarter results that fell short of profit expectations despite revenue growth.

York Space Systems Q2 2026 outlook cut weighs on shares after strong execution
York Space Systems reported strong second-quarter execution but reduced its 2026 guidance, sending shares lower despite operational progress.

Winnebago to close two U.S. factories, consolidate manufacturing
Recreational vehicle maker Winnebago Industries plans to shutter two facilities and shift production to other sites as part of a restructuring effort to improve efficiency.

The Trade Desk shares climb on strong ad-tech demand
Stock rises after earnings beat and upbeat outlook for connected TV advertising, lifting programmatic ad platform amid broader tech rebound.

Workday shares jump on Silver Lake buyout talks report
Workday stock rose sharply after a report suggested private equity firm Silver Lake was exploring a potential buyout. Shares gained over 10% in premarket trading.

CSN posts Q2 2026 earnings beat, shares rise
Brazilian steelmaker Companhia Siderúrgica Nacional reported second-quarter 2026 results that exceeded market expectations, lifting shares in early trade.

Anterix says spectrum scarcity boosts spectrum asset value
Wireless spectrum assets gain value as scarcity drives demand at Oppenheimer conference.

Databricks IPO valuation seen at $190 bln with 80% growth
Data cloud leader Databricks is eyeing a $190 billion valuation in a potential IPO, with revenue growth exceeding 80% as investors draw parallels with Snowflake’s market debut.

Top US large-caps boast fortress balance sheets with AAA ratings
A review of the largest U.S. companies with the highest credit ratings, highlighting their strong financial positions and low default risk.

