News Archive

July 29, 2026Connected

354 storiesLast updated: 11:01:55 PMPage 1 of 6

Stocks

StocksBearishUpdated×2

South Korea Kospi Plunges 12.6% Triggering Emergency Regulatory Meeting

Key Facts

•The Kospi Index slid as much as 12.6%, triggering a circuit breaker for a second straight day.
•South Korea's Finance Minister will hold an emergency meeting to discuss the market rout and retail losses from leveraged bets.
•Korean retail investors made net purchases of 14 trillion won in leveraged single-stock ETFs since their May introduction.

Impact:

8/10

KOSPI

2 months ago

Central Banks

Central BanksBearishUpdated×2

Fed Holds Rates Steady as Chairman Kevin Warsh Vows to Fight Inflation

Key Facts

•The Fed Chair reaffirmed the central bank's strict commitment to bringing down inflation during a press conference.

Impact:

7/10

2 months ago

Commodities

CommoditiesBullishUpdated×2

US Corn Conditions Suffer Sharpest Weekly Drop in 3 Years Amid Supply Risks

Key Facts

•A new USDA report rated 63% of the U.S. corn crop as good or excellent, down 4 percentage points from the previous week.
•An options trader placed a $20 million bet that corn futures will surge to their highest levels since 2023.
•The Bloomberg Agriculture Spot Index (BCOMAGSP) recently reached a three-year high.

Impact:

7/10

2 months ago

Mergers & Acquisitions

Mergers & AcquisitionsBearishUpdated

Zijin Mining's $4bn Acquisition of Allied Gold Collapses Amid Regulatory Hurdles

Key Facts

•The proposed $4bn acquisition of Allied Gold by China's Zijin Mining has collapsed.
•Objections from Chinese regulators led to the cancellation of the tie-up between the two groups.

Impact:

6/10

2899.HK

2 months ago

Geopolitics

GeopoliticsBearishUpdated

Trump Bans Chinese Robots Amid Chip Volatility and Looming Fed Decision

Key Facts

•The Trump administration has banned Chinese AI humanoid robots and power inverters citing national security concerns.
•Semiconductor markets are experiencing volatility led by SK Hynix, a key competitor to Micron.
•Global markets are awaiting the Federal Reserve's upcoming interest rate decision.

Impact:

6/10

2 months ago

July 29, 2026Connected

354 storiesLast updated: 11:01:55 PMPage 1 of 6

Stocks

StocksBearishUpdated×2

South Korea Kospi Plunges 12.6% Triggering Emergency Regulatory Meeting

Key Facts

•The Kospi Index slid as much as 12.6%, triggering a circuit breaker for a second straight day.
•South Korea's Finance Minister will hold an emergency meeting to discuss the market rout and retail losses from leveraged bets.
•Korean retail investors made net purchases of 14 trillion won in leveraged single-stock ETFs since their May introduction.

Impact:

8/10

KOSPI

2 months ago

Central Banks

Central BanksBearishUpdated×2

Fed Holds Rates Steady as Chairman Kevin Warsh Vows to Fight Inflation

Key Facts

•The Fed Chair reaffirmed the central bank's strict commitment to bringing down inflation during a press conference.

Impact:

7/10

2 months ago

Commodities

CommoditiesBullishUpdated×2

US Corn Conditions Suffer Sharpest Weekly Drop in 3 Years Amid Supply Risks

Key Facts

•A new USDA report rated 63% of the U.S. corn crop as good or excellent, down 4 percentage points from the previous week.
•An options trader placed a $20 million bet that corn futures will surge to their highest levels since 2023.
•The Bloomberg Agriculture Spot Index (BCOMAGSP) recently reached a three-year high.

Impact:

7/10

2 months ago

Mergers & Acquisitions

Mergers & AcquisitionsBearishUpdated

Zijin Mining's $4bn Acquisition of Allied Gold Collapses Amid Regulatory Hurdles

Key Facts

•The proposed $4bn acquisition of Allied Gold by China's Zijin Mining has collapsed.
•Objections from Chinese regulators led to the cancellation of the tie-up between the two groups.

Impact:

6/10

2899.HK

2 months ago

Geopolitics

GeopoliticsBearishUpdated

Trump Bans Chinese Robots Amid Chip Volatility and Looming Fed Decision

Key Facts

•The Trump administration has banned Chinese AI humanoid robots and power inverters citing national security concerns.
•Semiconductor markets are experiencing volatility led by SK Hynix, a key competitor to Micron.
•Global markets are awaiting the Federal Reserve's upcoming interest rate decision.

Impact:

6/10

2 months ago

StocksBullishUpdated

Brookfield and NextEra Plan $100B Data Center Campus in Kentucky

Key Facts

•Brookfield Asset Management and NextEra Energy are planning to develop a massive $100 billion data center campus in Paducah, Kentucky.

Impact:

7/10

BAM NEE

2 months ago

StocksBullishUpdated

Analysts Hike Seagate Price Targets Following Record Q4 Earnings Beat

Key Facts

•Seagate reported Q4 revenue of $3.63B and EPS of $5.71, exceeding market expectations.

Impact:

7/10

STX

2 months ago

StocksBullishUpdated×2

Ionic Digital Surges 25% in Nasdaq Debut Following AI Infrastructure Pivot

Key Facts

•Ionic Digital shares surged 25% in their Nasdaq debut following the expansion of its Bitcoin mining assets into AI infrastructure.
•Ionic Digital was formed from Celsius Mining's assets and later took direct control of its sites from Hut 8.

Impact:

6/10

BTC

2 months ago

StocksBullishUpdated×2

Garrett Motion and Integra LifeSciences Post Strong Q2 2026 Results

Key Facts

•Garrett Motion reported record adjusted operating profit and raised its full-year 2026 outlook.
•Integra LifeSciences achieved Q2 revenue of $419 million, up 0.8% year-over-year.
•Integra LifeSciences adjusted EPS jumped 24% to $0.56, exceeding guidance ranges.

Impact:

6/10

2 months ago

StocksBullish

Hermes International Reports 6.7% Sales Growth Amid Strong H1 2026 Earnings

Key Facts

•Hermes International reported a GAAP EPS of €21.32.
•The company's revenue reached €8.16B with sales rising by 6.7%.

Impact:

6/10

HESAY

2 months ago

StocksBullish

Reckitt Shares Jump 4.95% on Sales Acceleration and £500M Buyback

Key Facts

•Reckitt shares rose by 4.95% following accelerated sales momentum in the first half of 2026.
•The company launched a £500M share buyback program as quarterly sales growth accelerated.

Impact:

6/10

RBGPF

2 months ago

StocksBullish

Eni Raises Share Buyback to €3.4 Billion Following Q2 Earnings Beat

Key Facts

•Eni raised its share buyback program to €3.4 billion from €2.8 billion.
•The decision to increase the buyback followed the report of better-than-expected second-quarter net profit.

Impact:

6/10

2 months ago

StocksBullish

Lucid Stock Surges 20% as Prince Alwaleed bin Talal Acquires 5% Stake

Key Facts

•Lucid stock jumped 20% to reach $7.90 following news of Prince Alwaleed bin Talal acquiring a stake in the company.
•Prince Alwaleed bin Talal acquired a 5% stake in Lucid Motors to boost Saudi ownership in the entity.

Impact:

6/10

LCID

2 months ago

StocksBullish

Bunge Global Raises 2026 Outlook Following Strong Q2 Results

Key Facts

•Bunge Global reported Q2 2026 net income of $678 million and adjusted EPS of $2.00.
•The company raised its full-year 2026 adjusted EPS outlook to a range of $9.25–$9.75.
•The company completed $250 million in share repurchases during the period.

Impact:

6/10

2 months ago

StocksBullish

Rheinmetall Q2 Revenue Hits Record as Profits Beat Estimates

Key Facts

•Rheinmetall reported record revenue growth for the second quarter of 2026.
•The German defense contractor's profits exceeded analyst expectations during the period.

Impact:

6/10

RNMBY RNMBF

2 months ago

StocksBullishUpdated

SoFi Raises 2026 Revenue Guidance Following Record Member and Loan Growth

Key Facts

•Fintech firm SoFi raised its 2026 revenue growth forecast above Wall Street expectations.
•The company reported record member growth and loan originations during the second quarter.

Impact:

6/10

SOFI

2 months ago

StocksBearishUpdated

Humana Maintains Annual Profit Outlook Despite Medicare Rating Headwinds

Key Facts

•Humana cut its annual earnings outlook due to headwinds from lower Medicare Advantage Star Ratings for 2026.

Impact:

6/10

HUM

2 months ago

StocksBullish

Bunge Raises 2026 Outlook Following Surge in Q2 Sales Growth

Key Facts

•Bunge Global raised its earnings outlook following strong performance in its soybean and softseed businesses.
•Second-quarter sales surged nearly 90% driven by the seeds business outperformance.

Impact:

6/10

2 months ago

StocksMixed

South Korea's Kospi Triggers Circuit Breakers as Bitcoin Defies Equity Rout Above $64,000

Key Facts

•South Korea's Kospi index triggered a market-wide circuit breaker for the second consecutive session, falling below the 5,600 level.
•Bitcoin rose 1% to trade above $64,000, showing resilience despite the deepening selloff in South Korean semiconductor stocks.

Impact:

6/10

KOSPI BTC

2 months ago

StocksBullish

Kering Stock Surges on HSBC Upgrade and Gucci Sales Beat

Key Facts

•HSBC upgraded Kering's stock rating from 'Hold' to 'Buy' on July 29, 2026.
•Gucci reported a sales decline of only 2%, beating analyst expectations of a 5% drop.
•Kering's stock price surged 15.45% to $31.24, driven by strong U.S. demand.

Impact:

6/10

PPRUY

2 months ago

StocksBearish

KLA Stock Drops 6.6% Despite Q4 Earnings Beat and Revenue Growth

Key Facts

•KLA Corporation reported Q4 earnings of $1.05 per share, beating estimates by 5.00%.
•The company posted revenues of $3.66 billion for the quarter, surpassing estimates by 1.32%.
•KLAC stock price declined by 6.64% primarily due to disappointing forward guidance for the upcoming quarter.

Impact:

6/10

KLAC

2 months ago

StocksBullishUpdated

Generac Q2 Earnings Beat Estimates Despite Slight Revenue Miss

Key Facts

•Generac reported adjusted EPS of $2.91 per share, significantly exceeding the FactSet estimate of $2.01 per share.
•Q2 revenue reached $1.17 billion, slightly missing the FactSet estimate of $1.18 billion.

Impact:

6/10

GNRC

2 months ago

StocksBullish

Lemonade Raises FY26 Guidance Following Robust 79% Revenue Growth

Key Facts

•Lemonade reported a 79% revenue growth during the second quarter.
•The company narrowed its EBITDA losses.
•The company raised its FY26 guidance as premium growth accelerates.

Impact:

6/10

LMND

2 months ago

StocksBullishUpdated

Major US Firms Post Strong Q2 Results Driven by AI and Organic Growth

Key Facts

•Principal Financial Group reported a 17% year-over-year increase in adjusted EPS and raised its common stock dividend.
•Centene Corp exceeded expectations with an adjusted EPS of $2.51 and raised its full-year guidance due to AI-driven improvements.
•Royal Caribbean Group saw a 6% revenue increase and returned $600 million to investors despite geopolitical headwinds in the Middle East.

Impact:

6/10

PFG CNC RCL 0I1W.L WELL+2

2 months ago

StocksBearishUpdated

Logitech Beats Earnings Estimates but Shares Plunge Sharply

Key Facts

•Logitech reported quarterly financial results that significantly exceeded analyst expectations.
•The company's stock experienced a sharp decline in trading following the results announcement despite the strong financial performance.

Impact:

6/10

2 months ago

StocksBullish

Stanley Black & Decker Raises 2026 Guidance Following Strong Q2 Results

Key Facts

•The company reported Q2 net sales of $4.0 billion and adjusted EPS of $1.57.
•Management raised full-year 2026 adjusted EPS guidance to a range of $5.20–$5.80.
•The company generated $698 million in free cash flow with an improved gross margin of 33.0%.

Impact:

6/10

SWK

2 months ago

StocksBullishUpdated×3

UBS Plans $3 Billion Buyback After Net Profit Rises

Key Facts

•UBS plans a new $3 billion share buyback program following a rise in net profit.
•The profit increase was driven by strong performance in the investment banking and wealth management units.

Impact:

6/10

0R3T.L

2 months ago

StocksMixed

US Futures Rise Despite Oil Spike and South Korean Market Crash

Key Facts

•S&P 500 and Nasdaq 100 futures rose 0.2% as markets await earnings from Microsoft and Meta.
•Oil prices jumped 5% with Brent exceeding $88 following reports of renewed attacks in the Middle East.
•South Korea's Kospi index crashed 13%, triggering a second consecutive market-wide trading halt.

Impact:

6/10

MSFT META AAPL AMZN GOOGL+4

2 months ago

StocksBullish

Ford Stock Jumps 5% Despite $1.3B Loss as 2026 Profit Outlook Rises

Key Facts

•Ford stock jumped over 5% in after-hours trading despite reporting a $1.3 billion second-quarter net loss.
•The company delivered adjusted earnings of 42 cents per share, beating the 36-cent consensus estimate.
•Ford raised its 2026 profit outlook to $11 billion, citing strong pricing and demand.

Impact:

6/10

2 months ago

StocksBullish

Hitachi Beats Estimates and Raises FY26 Financial Guidance

Key Facts

•Hitachi exceeded analyst estimates for both top-line revenue and bottom-line earnings.
•The company revised its financial guidance upward for the fiscal year 2026.

Impact:

6/10

6501.T

2 months ago

StocksBearish

AI Tech Credit Risk Concerns Rise as CDS Spreads Surge

Key Facts

•The cost of insuring debt against default (CDS) for major tech firms including Nvidia, Apple, and Oracle has surged.
•Shares and bonds of companies driving the AI boom have been under sustained pressure for several weeks.

Impact:

6/10

NVDA AAPL ORCL

2 months ago

StocksBullish

Lithia & Driveway Hits Record Q2 Revenue and Hikes Dividend by 23%

Key Facts

•The company achieved record second quarter revenues of $9.8 billion in 2026.
•Diluted earnings per share increased 17% to $11.54, and the company raised its quarterly dividend by 23%.
•The company repurchased $242 million of shares during the quarter, representing 3.7% of outstanding shares.

Impact:

6/10

LAD

2 months ago

StocksBullish

New Oriental Shares Surge 13% Despite EPS Miss on Strong Revenue Growth

Key Facts

•New Oriental reported EPS of $0.55, missing analyst estimates of $0.60.
•The company posted revenue of $1.53 billion, beating the $1.46 billion estimate and marking a 23.0% year-over-year increase.
•EDU shares surged 13.38% to $57.59 following the financial results despite the EPS miss.

Impact:

6/10

9901.HK

2 months ago

StocksBullish

New Oriental Reports 15.5% Full-Year Revenue Growth for Fiscal Year 2026

Key Facts

•New Oriental Education and Technology Group announced financial results for the fourth fiscal quarter and the fiscal year ended May 31, 2026.

Impact:

6/10

9901.HK

2 months ago

StocksBullish

CleanCore Signs $800M AI Data Center Deal with Cerebras Systems

Key Facts

•CleanCore Solutions entered a 10-year colocation services agreement with Cerebras Systems for its Minnesota data center campus.
•The initial contract value is approximately $800 million, with total potential value exceeding $3 billion through renewal options.
•Initial revenue from the project is expected to commence in the first quarter of 2027.

Impact:

6/10

ZONE

2 months ago

StocksBullish

Frontier Airlines Hits Record $1.3B Revenue, Beating Wall Street Estimates

Key Facts

•Frontier Airlines reported record Q2 2026 revenue of $1.3 billion, a 38% increase year-over-year.
•The company's second-quarter financial results significantly exceeded Wall Street estimates.

Impact:

6/10

ULCC

2 months ago

StocksBullish

Upstart Secures $4 Billion Loan Purchase Agreement with Castlelake

Key Facts

•Upstart announced a multi-year forward-flow agreement with Castlelake to purchase up to $4 billion in consumer loans.

Impact:

6/10

UPST

2 months ago

StocksBullish

IDEX Issues Bullish FY 2026 Guidance Surpassing Analyst Estimates

Key Facts

•IDEX projects FY 2026 EPS between $8.70 and $8.85, surpassing the analyst consensus of $8.49.
•The company reported strong quarterly results with EPS of $2.32 and revenue of $920.6 million.

Impact:

6/10

IEX

2 months ago

StocksBullishUpdated×2

Ford Projects 0.5% Price Rise as it Lifts 2026 Profit Outlook to $11 Billion

Key Facts

•Ford Motor raised its annual EBIT guidance to between $10 billion and $11 billion.

Impact:

6/10

2 months ago

StocksBullish

KLA Forecasts $4B Revenue and Lifts 2026 Wafer Equipment Outlook

Key Facts

•KLA forecasts $4B revenue for the September 2026 quarter.
•The company raised its 2026 global wafer fabrication equipment market outlook to the low $150B range.

Impact:

6/10

KLAC

2 months ago

StocksBullish

DoorDash Launches DoorDash Air Drone Delivery Following FAA Certification

Key Facts

•DoorDash launched its in-house drone-delivery program, DoorDash Air.
•The company secured a U.S. Federal Aviation Administration certification to operate commercial drone deliveries.

Impact:

6/10

DASH

2 months ago

StocksBullish

General Dynamics Beats Q2 Estimates with Record $136.5 Billion Backlog

Key Facts

•General Dynamics reported Q2 GAAP EPS of $4.24, beating analyst estimates.
•Company revenue grew 8.1% year-on-year to reach $14.09 billion.
•The company's ending backlog grew significantly to $136.5 billion.

Impact:

6/10

2 months ago

StocksBearish

Super Micro Shares Fall Amid Expanding AI Chip Smuggling Investigation

Key Facts

•Super Micro Computer shares traded lower Wednesday as investors reacted to a widening probe into AI chip smuggling.

Impact:

6/10

SMCI

2 months ago

StocksBullish

NeoGenomics Beats Estimates Driven by Cancer Testing and NGS Growth

Key Facts

•NeoGenomics reported EPS of $0.05, exceeding analyst estimates of $0.03.
•Quarterly revenue reached $201.66 million, driven by a 14% increase in clinical revenue.
•Next-generation sequencing (NGS) business grew 26% year-over-year, representing one-third of clinical revenue.

Impact:

6/10

NEO

2 months ago

StocksBearishUpdated×3

SoFi Stock Extends Decline Toward $15.10 Level Amid Insider Selling Activity

Key Facts

•SoFi reported Q2 earnings per share of $0.12, beating analyst expectations of $0.11.
•Quarterly revenue climbed 43% year-over-year to $1.2 billion, exceeding consensus estimates.
•The company raised its 2026 revenue outlook to between $4.8 billion and $4.9 billion.

Impact:

6/10

SOFI

2 months ago

StocksBearish

Boston Scientific Cuts 2026 Outlook Despite Q2 Earnings Beat

Key Facts

•Boston Scientific lowered its 2026 sales and earnings outlook as restructuring costs and competition weighed on guidance.

Impact:

6/10

0HOY.L

2 months ago

StocksBullish

Garmin Stock Surges on Q2 Earnings Beat and Raised Full-Year Guidance

Key Facts

•Garmin reported Q2 2026 revenue of $2.02B, beating analyst estimates.
•The company raised its full-year EPS forecast to $10.00.

Impact:

6/10

GRMN

2 months ago

StocksBullish

Ferrari Hits 2026 Sales Target for Luce EV Just Two Months After Launch

Key Facts

•Ferrari reached its 2026 sales target for the Luce all-electric model just two months after its official launch.

Impact:

6/10

RACE

2 months ago

StocksBullish

Cognizant Raises Annual Profit Forecast on Financial Services Strength

Key Facts

•Cognizant raised its annual profit forecast driven by strong growth in its financial services segment.

Impact:

6/10

CTSH

2 months ago

StocksBullishUpdated×5

Rio Tinto Hikes Dividend to Multi-Year High as Free Cash Flow Hits $3.8B

Key Facts

•Rio Tinto achieved a 28% increase in underlying EBITDA during the first half of the year.
•The company's free cash flow rose by 75% driven by performance improvements and favorable commodity prices.
•Copper equivalent production grew by 3%, with Copper, Aluminium, and Lithium contributing over 50% to the portfolio.

Impact:

6/10

RIO RIO.L RIO1.DE

2 months ago

StocksBullish

Sherwin-Williams Stock Surges 8% on Strong Q2 Results and Raised 2026 Outlook

Key Facts

•Sherwin-Williams stock rose 8% after reporting better-than-expected Q2 results and raising its 2026 outlook.
•The company recorded a 9.5% increase in adjusted EPS and a 7.5% growth in net sales.
•Analysts raised price targets following strong performance in the Protective & Marine and Paint Stores segments.

Impact:

6/10

SHW

2 months ago

StocksBullish

J&J Reaches $5.5 Billion Settlement to Resolve Talc Litigation

Key Facts

•Johnson & Johnson reached a settlement worth at least $5.5 billion to resolve thousands of lawsuits related to its talc products.

Impact:

6/10

JNJ

2 months ago

StocksBullish

Vertiv Raises 2026 Guidance After 24% Sales Surge in Second Quarter

Key Facts

•Vertiv reported Q2 2026 net sales of $3,274 million, a 24% increase compared to the second quarter of 2025.
•Diluted EPS grew by 53%, while adjusted operating profit saw a 51% increase from the prior year.
•The company raised its full-year 2026 guidance across all key financial metrics.

Impact:

6/10

VRT

2 months ago

StocksBullishUpdated

Johnson Controls Posts Strong Q3 Results, Raises FY26 Guidance on Order Growth

Key Facts

•Q3 sales increased 9% with organic sales growth of 10%.
•Adjusted EPS reached $1.42 and orders grew 27% year-over-year.
•Backlog increased to $21.0 billion, up 32% organically year-over-year.

Impact:

6/10

JCI 0Y7S.L

2 months ago

StocksBullish

Biogen Raises Annual Guidance as New Alzheimer's Drug Drives Q2 Growth

Key Facts

•Biogen raised its annual earnings guidance following strong performance from its growth drug portfolio in the second quarter.
•Sales from new growth drugs, including a key Alzheimer's treatment, outpaced the decline in legacy blockbuster medications.

Impact:

6/10

BIIB

2 months ago

StocksBullishUpdated

Deutsche Bank Q2 Profit Rises 10% Beating Estimates on Investment Banking Strength

Key Facts

•Deutsche Bank posted a 10% rise in second-quarter profit, defying analyst expectations for a decline.
•Strength in the global investment banking division helped offset a rise in operating expenses.

Impact:

6/10

2 months ago

StocksBearishUpdated

FTC Sues Hims & Hers Despite Strong Q1 Subscriber Growth

Key Facts

•The U.S. Federal Trade Commission is suing Hims & Hers for allegedly sharing user health data with online advertisers.
•The lawsuit alleges the platform engaged in deceptive billing and cancellation practices despite privacy promises.

Impact:

6/10

Xylem Raises 2026 Profit Forecast Amid AI Data Center Cooling Demand Surge

Key Facts

•Xylem raised its 2026 adjusted EPS guidance to a range of $5.55 to $5.70.
•The company reported Q2 adjusted EPS of $1.46, beating the $1.34 estimate.
•Orders surged 42% year-over-year to $3.09 billion, driven by demand for AI infrastructure cooling systems.

Impact:

6/10

XYL

2 months ago

StocksBullishUpdated

Humana Targets Margin Recovery by 2028 Following Analyst Upgrade and Q2 Beat

Key Facts

•Evercore ISI upgraded Humana (HUM) to Outperform at a stock price of $367.18.
•Humana reported adjusted earnings of $7.61 per share, exceeding expectations by 22.4%.
•Adjusted revenues grew 26.2% to $40.9 billion, driven by significant medical membership growth.

Impact:

6/10

HUM

2 months ago

CommoditiesBullishUpdated×2

Pentagon Injects Strategic Investment into MP Materials for Rare Earth Production

Key Facts

•Rio Tinto recorded a 43% jump in profit over the first six months of the year, driven by elevated metals prices and efficiency programs.
•Glencore's trading division generated $2.9bn in profit between January and July.

Impact:

6/10

RIO.L GLEN.L

2 months ago