News Archive

August 4, 2026Connected

338 storiesLast updated: 12:49:01 PMPage 2 of 6

Mergers & Acquisitions

Mergers & AcquisitionsBullishUpdated

Brady Corp Completes $1.4B Acquisition of Honeywell's PSS Business

Key Facts

•Brady Corporation completed the acquisition of Honeywell's Productivity Solutions and Services (PSS) business for $1.4 billion in cash.

Impact:

6/10

BRC HON

2 months ago

Stocks

StocksBullishUpdated

Bitdeer Signs $4.7B Deal to Convert Norway Mining Site into AI Data Center

Key Facts

•Bitdeer signed a 16-year, $4.7 billion lease agreement to convert its Norway facility into an AI and high-performance computing data center.

Impact:

6/10

BTC

2 months ago

Commodities

CommoditiesBearishUpdated

Iron Ore Drops Below $100 as UBS Warns of Deteriorating Market Fundamentals

Key Facts

•Iron ore futures in Singapore fell to a one-year intraday low due to soft Chinese steel demand and rising supply.
•UBS analysts expect iron ore prices to average $100/t in 2026 and moderate to $95/t in 2027 as the market surplus grows.
•Major firms including Vitol and Cargill have reportedly stopped trading with Radiant World amid concerns over fake invoices.

Impact:

6/10

2 months ago

Crypto

CryptoBullishUpdated

Polymarket Seeking New Funding at Over $20 Billion Valuation

Key Facts

•Prediction market platform Polymarket is in talks for a new funding round at a valuation above $20 billion.
•The company previously reported that its annualized revenue was well above $1 billion.

Impact:

6/10

2 months ago

Geopolitics

GeopoliticsBearishUpdated

Trump Admin Weighs Ban on Chinese Data Center Hardware to Secure AI Infrastructure

Key Facts

•The Trump administration is drafting a ban on U.S. imports of new models of Chinese data center components.
•The proposed ban seeks to protect the infrastructure that undergirds the AI boom.

Impact:

6/10

2 months ago

Forex

ForexBearishUpdated×2

US and Japan Launch First Joint Yen Intervention in 28 Years to Stabilize Markets

Key Facts

•The US and Japan conducted their first joint yen intervention in 28 years amid record bond yields.

Impact:

5/10

BTC

2 months ago

Macro Economy

Macro EconomyBearishUpdated

US Factory Orders Unexpectedly Plunge in June Amid Traditional Sector Weakness

Key Facts

•US Factory Orders dropped 0.3% MoM in June, missing expectations of a 0.2% rise.
•Core Factory Orders excluding transports fell 0.4% MoM, the largest monthly decline since April 2025.
•Data showed a bifurcated economy with strong demand in AI and defense versus weakness in metals, transport, and consumer sectors.

Impact:

5/10

2 months ago

August 4, 2026Connected

338 storiesLast updated: 12:49:01 PMPage 2 of 6

Mergers & Acquisitions

Mergers & AcquisitionsBullishUpdated

Brady Corp Completes $1.4B Acquisition of Honeywell's PSS Business

Key Facts

•Brady Corporation completed the acquisition of Honeywell's Productivity Solutions and Services (PSS) business for $1.4 billion in cash.

Impact:

6/10

BRC HON

2 months ago

Stocks

StocksBullishUpdated

Bitdeer Signs $4.7B Deal to Convert Norway Mining Site into AI Data Center

Key Facts

•Bitdeer signed a 16-year, $4.7 billion lease agreement to convert its Norway facility into an AI and high-performance computing data center.

Impact:

6/10

BTC

2 months ago

Commodities

CommoditiesBearishUpdated

Iron Ore Drops Below $100 as UBS Warns of Deteriorating Market Fundamentals

Key Facts

•Iron ore futures in Singapore fell to a one-year intraday low due to soft Chinese steel demand and rising supply.
•UBS analysts expect iron ore prices to average $100/t in 2026 and moderate to $95/t in 2027 as the market surplus grows.
•Major firms including Vitol and Cargill have reportedly stopped trading with Radiant World amid concerns over fake invoices.

Impact:

6/10

2 months ago

Crypto

CryptoBullishUpdated

Polymarket Seeking New Funding at Over $20 Billion Valuation

Key Facts

•Prediction market platform Polymarket is in talks for a new funding round at a valuation above $20 billion.
•The company previously reported that its annualized revenue was well above $1 billion.

Impact:

6/10

2 months ago

Geopolitics

GeopoliticsBearishUpdated

Trump Admin Weighs Ban on Chinese Data Center Hardware to Secure AI Infrastructure

Key Facts

•The Trump administration is drafting a ban on U.S. imports of new models of Chinese data center components.
•The proposed ban seeks to protect the infrastructure that undergirds the AI boom.

Impact:

6/10

2 months ago

Forex

ForexBearishUpdated×2

US and Japan Launch First Joint Yen Intervention in 28 Years to Stabilize Markets

Key Facts

•The US and Japan conducted their first joint yen intervention in 28 years amid record bond yields.

Impact:

5/10

BTC

2 months ago

Macro Economy

Macro EconomyBearishUpdated

US Factory Orders Unexpectedly Plunge in June Amid Traditional Sector Weakness

Key Facts

•US Factory Orders dropped 0.3% MoM in June, missing expectations of a 0.2% rise.
•Core Factory Orders excluding transports fell 0.4% MoM, the largest monthly decline since April 2025.
•Data showed a bifurcated economy with strong demand in AI and defense versus weakness in metals, transport, and consumer sectors.

Impact:

5/10

2 months ago

Mergers & AcquisitionsBearishUpdated

FTC Scrutinizes $3.5B Cencora-Covetrus Animal Health Merger

Key Facts

•The U.S. FTC is conducting a closer review of a proposed $3.5 billion acquisition combining Cencora's MWI Animal Health and Covetrus.

Impact:

6/10

0HF3.L

2 months ago

Mergers & AcquisitionsBullishUpdated×2

Bending Spoons Acquires Airtable for $2.25 Billion in First Post-IPO Deal

Key Facts

•Bending Spoons completed its first post-IPO deal by acquiring Airtable.
•The acquisition is valued at $2.25 billion and aims to advance AI workflow tools.

Impact:

6/10

BSP

2 months ago

Mergers & AcquisitionsBullishUpdated×2

Williams to Acquire Momentum Midstream for $5.5 Billion, Raises Profit Outlook

Key Facts

•Williams announced an agreement to acquire Momentum Midstream in a deal valued at $5.5 billion.
•The company raised its full-year profit outlook following the acquisition announcement.

Impact:

6/10

0LXB.L

2 months ago

Mergers & AcquisitionsBullishUpdated

NuCube Energy Files Confidential S-4 for Merger with Launch Two Acquisition Corp

Key Facts

•NuCube Energy and Launch Two Acquisition Corp announced the confidential submission of a draft registration statement on Form S-4 to the SEC.

Impact:

5/10

2 months ago

Mergers & AcquisitionsNeutralUpdated×2

Mexico's SuKarne Explores Potential Sale to Global Meat Giants

Key Facts

•SuKarne, Mexico's largest meat exporter, is exploring a potential sale of the company according to sources.

Impact:

5/10

2 months ago

StocksBearishUpdated×3

New Jersey AG Files Antitrust Lawsuit Against Amazon Amid Regulatory Crackdown

Key Facts

•New Jersey Attorney General Jennifer Davenport filed an antitrust lawsuit against Amazon.com on Tuesday.

Impact:

6/10

AMZN

2 months ago

StocksBullishUpdated

Trump Administration Weighs Ban on Chinese Optical Transceivers

Key Facts

•Shares of Marvell, Corning, Lumentum, and Coherent rose following reports of plans to restrict Chinese data-center components.

Impact:

6/10

GLW LITE COHR

2 months ago

StocksBearishUpdated×2

Apple Escalates OpenAI Suit, Seeks to Block AI Hardware Development

Key Facts

•Apple asked a U.S. judge for a preliminary injunction to bar two former employees and OpenAI from accessing or using alleged confidential information.

Impact:

6/10

AAPL

2 months ago

StocksBullish

US Optical Stocks Surge on Reports of Potential Ban on Chinese Equipment

Key Facts

•Applied Optoelectronics shares surged 17% following reports of a U.S. ban on Chinese optical equipment.

Impact:

6/10

0JVV.L

2 months ago

StocksMixedUpdated

Kospi Sees Historic Volatility as South Korea Imposes Emergency Curbs on Leveraged Trading

Key Facts

•The Kospi index recorded its largest single-day gain of 17.91% following government curbs on leveraged products.
•Samsung shares fell 8.76% and SK Hynix fell 8.79% on Monday following a record-breaking rally.
•The South Korean benchmark has seen a 39% drawdown from its June peak, erasing $2 trillion in market value.

Impact:

6/10

KOSPI

2 months ago

StocksBullishUpdated

Voyager Stock Surges on Q2 Earnings Beat and Raised 2026 Guidance

Key Facts

•Voyager Technologies' Q2 results significantly exceeded market expectations.
•The company recorded record bookings of $113 million driven by the successful acquisition of Astrobotic.
•The company raised its full-year financial guidance following strong first-half performance.

Impact:

6/10

VOYAGER

2 months ago

StocksBearishUpdated

Builders FirstSource Cuts 2026 Outlook Amid Housing Market Slump

Key Facts

•Builders FirstSource cut its 2026 outlook due to softer housing demand and margin pressure.

Impact:

6/10

BLDR

2 months ago

StocksBullishUpdated×2

Paymentus Q2 Results Beat Estimates Driven by Record Transaction Growth

Key Facts

•Paymentus reported earnings per share of $0.25, exceeding analyst consensus estimates of $0.19.
•The company posted record revenue of $360.74 million, marking a 28.8% increase year-over-year.
•The company processed 213.4 million transactions during the quarter, a 21.4% increase from last year.

Impact:

6/10

PAY

2 months ago

StocksBullishUpdated

Aehr Test Systems Shares Surge on New Silicon Photonics Production Order

Key Facts

•Aehr Test Systems shares surged following the announcement of a new production order.
•The new order was placed by a customer in the silicon photonics industry.

Impact:

6/10

AEHR

2 months ago

StocksBullishUpdated

Boise Cascade Beats Q2 Estimates with Strong Earnings and Revenue Growth

Key Facts

•Boise Cascade reported Q2 EPS of $1.63, significantly beating the FactSet estimate of $1.23.
•The company's Q2 revenue reached $1.83 billion, exceeding the estimated $1.78 billion.

Impact:

6/10

BCC

2 months ago

StocksBullishUpdated

Convatec Launches $200M Buyback and Forecasts Material Margin Growth

Key Facts

•British medical products maker Convatec launched a $200 million share buyback program.
•The company expects its second-half operating margin to be materially higher than the first half.

Impact:

6/10

2 months ago

StocksBullishUpdated×2

Ethos Technologies Beats Q2 Estimates with 113% Revenue Surge and $100M Buyback

Key Facts

•Ethos Technologies reported EPS of $0.30, significantly beating the estimated $0.05.
•The company posted revenue of $189.56 million, representing a 113% year-over-year increase.
•The company authorized a share repurchase program of up to $100.00 million.

Impact:

6/10

LIFE

2 months ago

StocksBullishUpdated

Backblaze Q3 Earnings Beat Estimates Driven by Cloud and AI Growth

Key Facts

•Backblaze reported EPS of $0.08, significantly beating the consensus estimate of $0.017.
•B2 cloud storage revenue grew 34% year-over-year, supported by a $335 million agreement with AI provider CoreWeave.
•Total revenue reached $42.71 million, surpassing the estimated $39.93 million.

Impact:

6/10

BLZE

2 months ago

StocksBullishUpdated×2

Rush Enterprises Announces Stock Split and Dividend Hike Following Earnings Beat

Key Facts

•Rush Enterprises announced a three-for-two stock split to enhance share affordability for investors.
•Q2 earnings per share reached $0.91, beating analyst estimates of $0.86.
•The company declared a post-split quarterly cash dividend of $0.14 per share, a 10.50% increase.

Impact:

6/10

RUSHA

2 months ago

StocksBearishUpdated

BioNTech Cuts 2026 Sales Outlook as COVID-19 Vaccine Demand Weakens

Key Facts

•German firm BioNTech lowered its full-year 2026 sales outlook due to softer-than-expected COVID-19 vaccine demand.

Impact:

6/10

BNTX

2 months ago

StocksBearishUpdated

FIS Shares Plunge 10% After Cutting Annual Profit and Revenue Guidance

Key Facts

•Fidelity National Information Services cut its annual revenue and profit forecasts citing economic uncertainty.
•FIS shares dropped more than 10% in premarket trading following the guidance reduction.

Impact:

6/10

FIS

2 months ago

StocksBearishUpdated

Aston Martin Creditors Threaten Legal Action Over Branding Rights Sale

Key Facts

•A group of Aston Martin creditors has threatened legal action against the carmaker over a plan to sell a portion of its branding and naming rights.
•Bondholders sent a letter warning they may file a suit aimed at unwinding a transaction with HPS and blocking the asset disposal.

Impact:

6/10

2 months ago

StocksMixedUpdated

Cabot Reports Q3 Earnings and Appoints Erica McLaughlin as New CEO

Key Facts

•Cabot Corporation reported adjusted EPS of $1.67 for the third quarter of fiscal year 2026.
•Erica McLaughlin was elected to succeed Sean Keohane as President and CEO, effective October 1, 2026.
•The company reaffirmed its expectation of approximately $40 million EBITDA for the Battery Materials product line for the full fiscal year.

Impact:

6/10

CBT

2 months ago

StocksBullishUpdated×2

BP Quarterly Profit Doubles to Over $5B as Oil Prices Surge

Key Facts

•BP's quarterly profit more than doubled to over $5 billion, surpassing analyst estimates.
•The profit surge was driven by a spike in oil prices following geopolitical tensions involving Iran.

Impact:

6/10

2 months ago

StocksBullishUpdated

Inspire Medical Upgraded to Outperform After Surprise Q2 Profit Beat

Key Facts

•Oppenheimer upgraded Inspire Medical Systems to 'Outperform' after the company posted a surprise profit of $0.14 per share.
•The company's earnings significantly beat analyst estimates of a $0.22 per share loss, representing a 163% positive surprise.
•The company announced a strategic growth plan to redeploy $30 million for expansion despite a 7.6% dip in quarterly revenue.

Impact:

6/10

INSP

2 months ago

StocksBearishUpdated×2

Novo Nordisk Shares Drop 6% as Wegovy Sales Miss Expectations

Key Facts

•Novo Nordisk's US-listed shares fell over 6% following second-quarter financial results.
•The stock decline occurred despite the company raising its full-year sales and operating profit guidance.
•Investors focused on softer-than-expected sales of the Wegovy weight-loss drug.

Impact:

6/10

NVO

2 months ago

StocksBearishUpdated

PROCEPT BioRobotics Faces Fraud Lawsuit Ahead of Q2 Earnings

Key Facts

•PROCEPT BioRobotics is facing a securities fraud class action lawsuit alleging the artificial boosting of financial results.
•The company is scheduled to release earnings on August 4, 2026, with an expected EPS of -$0.46.

Impact:

6/10

PRCT

2 months ago

StocksBullishUpdated

Willis Lease Finance Beats Q2 Estimates on Strong Equipment Sales and Rent

Key Facts

•Willis Lease Finance reported earnings per share of $1.31, significantly beating analyst estimates of $0.90.
•The company's Q2 revenue reached $194.02 million, exceeding the expected $175 million.
•Income from operations rose by 20.2% to $34.00 million compared to the same quarter in 2025.

Impact:

6/10

WLFC

2 months ago

StocksBullish

Alibaba-Backed AI Startup Vast Explores Hong Kong IPO

Key Facts

•Alibaba-backed 3D AI startup Vast is considering an initial public offering in Hong Kong.

Impact:

5/10

9988.HK BABA

2 months ago

StocksBullishUpdated

Samsung Retail Investors Demand $32B Share Buyback in Activist Push

Key Facts

•Retail shareholder platform ACT launched a campaign to call an extraordinary shareholders' meeting at Samsung Electronics.
•Investors are urging Samsung to buy back approximately $32 billion worth of shares and set limits on performance bonuses.

Impact:

5/10

2 months ago

StocksBearishUpdated

Trump Slams ExxonMobil and Chevron Over Record Q2 Windfall Profits

Key Facts

•President Trump criticized ExxonMobil and Chevron following their announcement of significant windfall profits for Q2.
•Trump expressed dissatisfaction with high profits resulting from global oil shortages, suggesting companies should give some back.

Impact:

5/10

XOM CVX

2 months ago

StocksBullishUpdated

Mixed Q2 2026 Results for US Energy and Industrial Sectors

Key Facts

•NRG Energy reported Q2 net income of $506 million and reaffirmed its full-year 2026 financial guidance.
•AMETEK announced record second quarter results and raised its full-year guidance.
•FIS reported durable recurring growth driven by bank investments in modernization and AI.

Impact:

5/10

NRG AME

2 months ago

StocksBullishUpdated×2

NVIDIA Shares Gain Support as SpaceX Selects Vera Rubin Architecture Exclusively for AI Platform

Key Facts

•Corvex signed a multi-year agreement to provide NVIDIA Blackwell GPU clusters to a leading AI company.
•The expansion was funded without issuing additional equity, with liquid-cooled capacity commissioned in approximately two weeks.

Impact:

5/10

NVDA

2 months ago

StocksBullishUpdated×2

SpaceX Q2 Revenue Surges 92% as Musk Targets $1 Trillion by 2030

Key Facts

•SpaceX plans to launch its second-generation Direct-to-Device service in Q3 2027.
•The company expects support from major tech companies for the new Starlink services by late 2028.

Impact:

5/10

SPCX

2 months ago

StocksBearish

Michigan Supreme Court Vacates Key Permit for Enbridge Line 5 Tunnel

Key Facts

•The Michigan Supreme Court vacated a key permit for Enbridge's Line 5 pipeline tunnel project.

Impact:

5/10

ENB

2 months ago

StocksBullishUpdated

Eastman Kodak EPS Surges 804% in Q4 Despite Slight Revenue Decline

Key Facts

•Eastman Kodak reported Q4 2024 EPS of €0.20, an 804% increase compared to the previous year's €0.02.
•The company's Q4 revenue reached €233.52M, representing a -3.27% year-over-year growth.

Impact:

5/10

KODN

2 months ago

StocksBullishUpdated×3

Spotify Hits Record 33.4% Gross Margin as Premium Users Reach 300 Million

Key Facts

•Spotify reported reaching 300 million premium subscribers.
•The Swedish company recorded a 14% quarterly revenue increase year-over-year.

Impact:

5/10

SPOT

2 months ago

StocksBullishUpdated

Hugo Boss Beats Q2 Operating Profit Estimates Despite Subdued Demand

Key Facts

•German fashion group Hugo Boss reported second-quarter operating profit above analyst expectations.
•The positive results came despite subdued consumer demand globally.

Impact:

5/10

BOSS

2 months ago

StocksBullishUpdated

Broadridge Delivers Strong FY2026 Results as BellRing Brands Updates Outlook

Key Facts

•Broadridge achieved 8% recurring revenue growth and raised its annual dividend by 12% to $4.36 per share.
•BellRing Brands reported Q3 net sales of $570.4 million and updated its full-year fiscal 2026 net sales outlook.

Impact:

5/10

2 months ago

StocksBullishUpdated

Galectin Therapeutics Eliminates Debt via $105.8M Equity Conversion

Key Facts

•Chairman Richard E. Uihlein converted $105.8 million in outstanding notes into common stock.
•The transaction eliminates the company's debt, increases market capitalization, and strengthens the balance sheet.

Impact:

5/10

GALT

2 months ago

StocksBullishUpdated

Sanmina Q3 Results Beat Estimates as AI Infrastructure Integration Accelerates

Key Facts

•Sanmina reported Q3 2026 revenue of $3.46B, surpassing prior guidance.
•Non-GAAP EPS reached $3.31 with an operating margin of 8%.
•Analysts noted the ZT Systems acquisition is accelerating the company's shift into a key AI infrastructure manufacturer.

Impact:

5/10

SANM

2 months ago

StocksBullishUpdated×2

Snap Stock Surges 10% on Earnings Beat and Strong Sales Forecast

Key Facts

•Snap beat Wall Street estimates for second-quarter revenue driven by increased ad spending during the FIFA World Cup.

Impact:

5/10

SNAP

2 months ago

StocksBullishUpdated

Tower Semiconductor Beats Q2 Estimates Driven by Record Revenue Growth

Key Facts

•Tower Semiconductor reported Q2 adjusted earnings per share of $0.88, beating the analyst consensus of $0.67.

Impact:

5/10

TSEM

2 months ago

StocksBullishUpdated×2

Wix Stock Surges 17% as Evercore Raises Target to $95 Following Earnings Beat

Key Facts

•Wix reported earnings per share of $1.39, surpassing the analyst consensus estimate of $1.13.
•The company posted revenue of $563.06 million, representing a 15% year-over-year increase.
•The company's Base44 platform is projected to achieve a non-GAAP gross margin of approximately 60% in the second half of the year.

Impact:

5/10

WIX

2 months ago

StocksBullishUpdated

Haverty Furniture Shares Jump 12% on Q2 Sales Beat

Key Facts

•Haverty Furniture sales exceeded analyst expectations for the second quarter of 2026.
•The company's share price jumped 12% following the announcement of the financial results.

Impact:

5/10

2 months ago

StocksBullishUpdated

TPG Inc. Beats Q2 Earnings Estimates with Strong Revenue Growth

Key Facts

•TPG reported earnings per share of $0.69, surpassing the analyst consensus estimate of $0.59.
•The firm posted revenue of $628.19 million, marking a 26.9% increase year-over-year.

Impact:

5/10

TPG

2 months ago

StocksBullishUpdated×2

Ameresco Stock Surges Following Strong Q2 2026 Earnings

Key Facts

•Ameresco (AMRC) stock experienced a significant surge following the release of its Q2 2026 earnings results.

Impact:

5/10

AMRC

2 months ago

StocksNeutralUpdated×2

AudioCodes Reports Q2 Revenue Growth and Declares Cash Dividend

Key Facts

•AudioCodes quarterly revenues increased by 3.1% year-over-year to $63 million.
•The company declared a semi-annual dividend of 20 cents per share.
•Non-GAAP net income was $3.9 million, or $0.15 per diluted share.

Impact:

5/10

AUDC

2 months ago

StocksBearishUpdated×2

Fresenius Medical Care Shares Drop on U.S. Volume Decline

Key Facts

•Fresenius Medical Care shares fell after reporting another decline in U.S. treatment volumes for the second quarter.

Impact:

5/10

FME

2 months ago

StocksBullishUpdated×2

Novo Nordisk Raises Annual Guidance on Strong Obesity and Diabetes Drug Demand

Key Facts

•Novo Nordisk raised its annual sales and operating profit guidance following a boost in the second quarter.

Impact:

5/10

NVO

2 months ago

CommoditiesBullishUpdated×3

Silver Hits $59.00 Level as Markets Weigh Iran Peace Prospects

Key Facts

•Silver price (XAG/USD) reached the $59.00 level.
•Price action is influenced by cautious hopes regarding peace efforts in Iran.

Impact:

5/10

XAGUSD

2 months ago

CryptoBullishUpdated

Dinari Launches Tokenized S&P 500 Stocks for US Investors

Key Facts

•Dinari launched tokenized S&P 500 stocks allowing eligible US investors to trade via self-custody wallets using USDC.
•Asset tokenization is gaining significant interest from major firms including JPMorgan and Goldman Sachs.

Impact:

5/10

2 months ago

Macro EconomyMixedUpdated×2

Japan Imposes Anti-Dumping Duties on Steel from China and South Korea

Key Facts

•Japan has decided to impose anti-dumping duties on steel imports from China and South Korea.

Impact:

5/10

2 months ago