Markets

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.

Sequans sells remaining 314 BTC, ends Bitcoin treasury strategy
Sequans Communications sold its last 314 Bitcoin, completing a full exit from a treasury program that once held over 3,200 BTC and leaving the firm with no crypto assets.

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.
Dax verliert 0,57% trotz Ifo-Index-Rückgang, Ölpreise dominieren
Ölpreisanstieg und geopolitische Spannungen belasten den deutschen Leitindex, während das Ifo-Geschäftsklima überraschend stark verbessert wurde.

IBM launches beta Swift blockchain adapter and on‑premises Digital Asset Haven option
IBM introduced a beta ISO 20022 messaging adapter linking its Digital Asset Haven platform to Swift's blockchain ledger and unveiled an on‑premises deployment running on IBM Z and LinuxONE.

Bitcoin’s Long-Term Insulation from Rising Bond Yields Persists, Data Shows
Despite global bond yields climbing over 500 basis points since 2021, Bitcoin’s price has surged 191%, with minimal correlation to yield movements.
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
Bentley’s $230K Torcal EV targets Ferrari’s market segment
Luxury EV debut aims to capture high-end buyers amid shifting sports-car trends
EU regulators warn quantum computing threatens blockchain encryption
European financial authorities warn that advanced quantum computers could break cryptography securing blockchains, putting approximately 6.9 million Bitcoin, valued at roughly $586 billion, at risk.
Bitcoin ETFs see $347M inflow amid BTC dip below $84K
US spot Bitcoin ETFs drew $347 million on Wednesday despite BTC falling below $84,000, extending inflows to $2.65 billion over five days.
Nasdaq 100: Tech Stocks Resilient Amid Market Volatility
The Nasdaq 100 index has reached a record high, driven by strong growth in the AI sector and the dominance of major tech companies. Despite global uncertainties, tech stocks remain resilient.
Bitget Taps Sygnum's Bank Custody for Institutional Collateral
Crypto exchange Bitget has integrated with Swiss digital asset bank Sygnum's off-exchange custody platform, expanding a model now used by venues accounting for more than half of global trading volume.
Peter Raskin Joins 1875 Finance as Managing Director for Zurich Private Banking
Former Berenberg executive to lead growth in Zurich’s private wealth sector, focusing on client-centric expansion.

European Gas Rebounds From Near Three-Week Lows as U.S.-Iran Talks Stall
Dutch TTF and UK NBP gas futures each rose 1.6%, pulling back from nearly three-week lows after Middle East peace discussions between the U.S. and Iran hit an impasse.
Peugeot Invest H1 2026 NAV falls 12.5% as Stellantis exposure drags
Peugeot Invest posted a 12.5% NAV decline to €144.8 per share in H1 2026, with an 8.5% portfolio return but a 61% discount to NAV and a 47.7% drop in its Stellantis stake.
Institutions held crypto despite 50% drawdown, Bitwise report shows
Bitwise Asset Management’s survey reveals no major institutional sell-offs during the 2025 market downturn, with Bitcoin leading as the primary asset despite volatility in Ethereum and Solana.
Oracle Japan Reports Q1 2027 Revenue Surge Amid Cloud Growth
Oracle Corp Japan’s first-quarter fiscal 2027 results show a 13% year-over-year revenue increase, with cloud services driving 34% of total sales.
South32 sets exchange rates for final dividend
South32 declared a US$0.054 fully‑franked final dividend for FY2026 and published the exchange rates used to calculate payouts in AUD, GBP, NZD and ZAR.
Clean Power Hydrogen reports £4.9m loss, raises £7.3m
UK-based green hydrogen technology company Clean Power Hydrogen plc reported a £4.9 million loss for the six months ended June 30, 2024, and raised £7.3 million in gross proceeds.
US equities retreat as S&P 500 slips 0.75%
Treasury yields rise, dollar strengthens amid global bond selloff and elevated inflation risks.

