News Archive

August 12, 2026Connected

339 storiesLast updated: 7:00:44 AMPage 4 of 6

Stocks

StocksBullishUpdated

Bank of America Pledges $250B for AI and Energy Infrastructure

Key Facts

•Bank of America announced a $250 billion financial commitment to support AI and energy infrastructure investments in the U.S.

Impact:

5/10

BAC

2 months ago

Mergers & Acquisitions

Mergers & AcquisitionsNeutral

RBC and BMO to Sell Payments Processor Moneris for $1.44 Billion

Key Facts

•Royal Bank of Canada and Bank of Montreal agreed to sell payments provider Moneris to Francisco Partners.
•The deal is valued at approximately $1.44 billion and is expected to close by the end of Q1 fiscal 2027.

Impact:

5/10

0UKH.L

2 months ago

Commodities

CommoditiesBearishUpdated

Record-Low Rhine Levels Disrupt Raw Material Flows to Thyssenkrupp

Key Facts

•Navigable depth at the Kaub chokepoint on the Rhine fell to a record low of 15 centimeters, effectively halting commercial cargo operations.
•Thyssenkrupp stated its Duisburg facility in Germany is facing raw material supply disruptions due to the worsening low-water situation.

Impact:

5/10

2 months ago

Crypto

CryptoBullishUpdated

Bank of England Taps Polygon Labs for Digital Pound and SME Finance Trials

Key Facts

•The Bank of England has selected Polygon Labs and Dun & Bradstreet to participate in trials for its central bank digital currency (digital pound).
•The trial aims to enhance credit access for small and medium-sized enterprises (SMEs) and improve settlement speeds.

Impact:

5/10

2 months ago

Macro Economy

Macro EconomyBearishUpdated

US Budget Deficit Surges to $432 Billion in July, Highest Since 2021

Key Facts

•The U.S. budget deficit totaled $432.3 billion in July, marking the highest single-month figure since March 2021.
•The year-to-date total for the government's fiscal year has now surpassed the same period in 2025.

Impact:

5/10

about 2 months ago

August 12, 2026Connected

339 storiesLast updated: 7:00:44 AMPage 4 of 6

Stocks

StocksBullishUpdated

Bank of America Pledges $250B for AI and Energy Infrastructure

Key Facts

•Bank of America announced a $250 billion financial commitment to support AI and energy infrastructure investments in the U.S.

Impact:

5/10

BAC

2 months ago

Mergers & Acquisitions

Mergers & AcquisitionsNeutral

RBC and BMO to Sell Payments Processor Moneris for $1.44 Billion

Key Facts

•Royal Bank of Canada and Bank of Montreal agreed to sell payments provider Moneris to Francisco Partners.
•The deal is valued at approximately $1.44 billion and is expected to close by the end of Q1 fiscal 2027.

Impact:

5/10

0UKH.L

2 months ago

Commodities

CommoditiesBearishUpdated

Record-Low Rhine Levels Disrupt Raw Material Flows to Thyssenkrupp

Key Facts

•Navigable depth at the Kaub chokepoint on the Rhine fell to a record low of 15 centimeters, effectively halting commercial cargo operations.
•Thyssenkrupp stated its Duisburg facility in Germany is facing raw material supply disruptions due to the worsening low-water situation.

Impact:

5/10

2 months ago

Crypto

CryptoBullishUpdated

Bank of England Taps Polygon Labs for Digital Pound and SME Finance Trials

Key Facts

•The Bank of England has selected Polygon Labs and Dun & Bradstreet to participate in trials for its central bank digital currency (digital pound).
•The trial aims to enhance credit access for small and medium-sized enterprises (SMEs) and improve settlement speeds.

Impact:

5/10

2 months ago

Macro Economy

Macro EconomyBearishUpdated

US Budget Deficit Surges to $432 Billion in July, Highest Since 2021

Key Facts

•The U.S. budget deficit totaled $432.3 billion in July, marking the highest single-month figure since March 2021.
•The year-to-date total for the government's fiscal year has now surpassed the same period in 2025.

Impact:

5/10

about 2 months ago

StocksMixedUpdated

Mineralys Therapeutics Reports $280M Loss, Focuses on Lorundrostat Launch

Key Facts

•Mineralys Therapeutics reported a net loss of $280.4 million for the first half of 2026.
•The company holds $661.4 million in cash and investments to support operations and the launch of lorundrostat.
•The FDA has set a PDUFA target date of December 22, 2026, for the hypertension candidate lorundrostat.

Impact:

5/10

MLYS

2 months ago

StocksBullish

Norway Wealth Fund Posts Record $184B Profit, Discloses SpaceX Stake

Key Facts

•The world's largest sovereign wealth fund posted a record profit of $184 billion.
•The fund revealed its investment stake in SpaceX for the first time.

Impact:

5/10

SPCX

2 months ago

StocksMixed

Meta Doubles Down on AI Strategy Amid Operating Margin Pressure

Key Facts

•Meta reaffirmed its open-source AI commitment by releasing Muse Glimmer weights and planning Muse Spark weights later this year.
•META's Q2 2026 adjusted operating margin dropped to 36.8% from 43% year-over-year.
•The company's 2026 CapEx guidance is set at $130–$145 billion, nearly double the 2025 levels.

Impact:

5/10

Once Upon a Farm Raises 2026 Outlook After 42% Q2 Revenue Surge

Key Facts

•Once Upon a Farm net sales increased by 42.3% to $85.4 million in Q2 2026.
•The company raised its full-year 2026 net sales outlook to a range of $327 million to $335 million.
•The company reported a strong balance sheet with $93.5 million in cash and zero debt following its February IPO.

Impact:

5/10

2 months ago

StocksBullish

Ciena Upgraded to Buy as AI Infrastructure Demand Drives Revenue Surge

Key Facts

•Ciena was upgraded to Buy following a ~30% pullback from its prior highs.
•Q2 fundamentals showed a 40% YoY revenue growth driven by robust AI demand.
•Operating margins reached 19.5%, doubling last year's levels and exceeding guidance.

Impact:

5/10

0HYA.L

2 months ago

StocksBullishUpdated

Vertex Pharmaceuticals Beats Q2 2026 Revenue Estimates on Strong Portfolio Performance

Key Facts

•Vertex Pharmaceuticals surpassed analyst revenue estimates for Q2 CY2026.
•The company highlighted the success of its cystic fibrosis portfolio and newer products like CASGEVY and JOURNAVX.

Impact:

5/10

VRTX 0QZU.L

2 months ago

StocksBullishUpdated

Mixed Q2 2026 Results for Mining and Infrastructure Sectors

Key Facts

•The company reported earnings per share (EPS) of $0.06, meeting analyst expectations.
•Revenue increased 23% year-over-year to $26.79 million, though it missed consensus estimates.
•Net income after taxes surged 281% to $10.90 million compared to the same period last year.

Impact:

5/10

ASM

about 2 months ago

StocksBullish

Seagate Stock Surges 7.41% on Robust AI-Driven Enterprise Storage Demand

Key Facts

•Seagate stock increased by 7.41% driven by strong quarterly results and expanding profit margins.
•The company benefited from surging demand for enterprise storage driven by AI workloads and cloud infrastructure spending.

Impact:

5/10

STX

about 2 months ago

StocksBullish

Thermo Fisher Beats Estimates as Institutional Stakes Rise

Key Facts

•Thermo Fisher Scientific reported strong quarterly results, exceeding revenue and EPS estimates with 10.5% year-over-year growth.
•Annex Advisory Services LLC increased its stake in Thermo Fisher by 12.6%, bringing its total holdings to $12.36 million.

Impact:

5/10

TMO

2 months ago

StocksBullish

Builders FirstSource Authorizes $500M Share Buyback Program

Key Facts

•Builders FirstSource authorized a $500 million share-repurchase plan following a miss on quarterly earnings and revenue estimates.
•Assenagon Asset Management S.A. increased its stake in Builders FirstSource by 1,169.1% during the second quarter.

Impact:

5/10

BLDR

2 months ago

StocksBearishUpdated

Sanrio Shares Decline Following Disappointing Q1 Earnings Results

Key Facts

•Sanrio shares declined following the announcement of first-quarter earnings results that missed market expectations.

Impact:

5/10

8136.T

2 months ago

StocksBearish

SpaceX Faces Selling Pressure as Second Insider Share Unlock Triggered

Key Facts

•A second insider share unlock event for SpaceX has been triggered, set to occur in 9 days, increasing downside pressure.
•SpaceX raised a record $85.7 billion in its IPO, but a staggered and accelerated unlock schedule poses risks through mid-December.

Impact:

5/10

SPCX

2 months ago

StocksBullish

Rockwell Automation Announces $1B Buyback Despite Handelsbanken Stake Reduction

Key Facts

•Handelsbanken Fonder AB reduced its stake in Rockwell Automation by 39.9% during the second quarter.
•Rockwell Automation announced a $1.00 billion share buyback plan and a quarterly dividend of $1.38 per share.

Impact:

5/10

ROK

2 months ago

StocksMixed

Amazon Faces NYC Regulatory Pressure as Edison International Wins Key Ruling

Key Facts

•Amazon faces a New York City bill that could mandate direct employment of delivery workers, altering its current model.
•Edison International received a favorable tentative court ruling reducing liability risks from the 2025 Eaton Fire litigation.

Impact:

5/10

AMZN EIX

about 2 months ago

StocksBullishUpdated

Riot Platforms Secures $9.1B AI Infrastructure Lease Deal with Anthropic

Key Facts

•Riot Platforms entered a 191-megawatt lease agreement with AI firm Anthropic.
•The deal is expected to generate $9.1 billion in contracted revenue, diversifying away from Bitcoin mining volatility.

Impact:

5/10

RIOT BTC

about 2 months ago

StocksMixedUpdated

Tencent Q2 Revenue Rises 11% as AI Spending Weighs on Profits

Key Facts

•Tencent Holdings reported an 11% rise in second-quarter revenue, driven by strong advertising sales and steady gaming income.
•The company's profit missed analyst estimates as the Chinese tech giant ramps up spending on artificial intelligence.

Impact:

5/10

0700.HK

2 months ago

StocksBullishUpdated

Marex Group Reports Record $318.6 Million Adjusted Profit for H1 2026

Key Facts

•Marex Group reported Adjusted Profit Before Tax of $318.6 million for the first six months of 2026.

Impact:

5/10

MRX

about 2 months ago

StocksBullishUpdated×3

Kornit Digital Shares Surge 9% on Earnings Beat and Strong H2 Guidance

Key Facts

•Kornit Digital reported Q2 revenues of $55.3 million, exceeding the high end of its guidance.
•RADCOM announced Q2 results and maintained its full-year 2026 revenue guidance.
•RADCOM's board is moving to establish a share repurchase program valued between $20 million and $25 million.

Impact:

5/10

KRNT RDCM

about 2 months ago

StocksBearishUpdated

NYC Probes Marketing Practices of Polymarket and Kalshi Prediction Platforms

Key Facts

•The New York City Council announced a probe into the marketing practices of four prediction market platforms.
•The investigation targets Kalshi, Polymarket, and Gemini Titan, which are headquartered in New York City.

Impact:

5/10

about 2 months ago

StocksBullish

Performance Food Group Q4 Profit Rises on Pricing Strategies

Key Facts

•Performance Food Group reported higher sales and profit for its fiscal fourth quarter.
•Financial growth was driven by higher prices despite an increase in costs.

Impact:

5/10

PFGC

about 2 months ago

StocksBullish

Standard Chartered JV Launches Hong Kong Dollar Stablecoin Rollout

Key Facts

•Anchorpoint Financial, a Standard Chartered joint venture, began the first phase of rolling out its Hong Kong dollar-backed stablecoin.
•Access is currently limited to institutional distributors and professional investors.

Impact:

5/10

2888.HK STAN.L SCBFF SCBFY

about 2 months ago

StocksBullish

Norway’s $2.3T Wealth Fund Takes $1.22B Stake in SpaceX

Key Facts

•Norway’s $2.3 trillion sovereign wealth fund secured a $1.22 billion stake in Elon Musk's SpaceX.

Impact:

5/10

about 2 months ago

StocksBullishUpdated

Oracle Deploys Quantinuum Quantum Tech on OCI; 2026 Revenue Guidance Issued

Key Facts

•Quantinuum projects 2026 revenue to be between $28M and $32M.
•Oracle has deployed Quantinuum's Helios system on its Oracle Cloud Infrastructure (OCI).

Impact:

5/10

ORCL

about 2 months ago

StocksBullishUpdated×7

CoreWeave Earnings Spark Sector-Wide Rally in Neocloud and AI Infrastructure Stocks

Key Facts

•CoreWeave shares surged nearly 16% following Q2 earnings that beat analyst estimates.
•The company reported revenue of $2.58B, surpassing expectations by $20M.
•Analysts highlighted a $104 billion backlog and extended contracts for Nvidia GPUs.

Impact:

5/10

CRWV NVDA

about 2 months ago

StocksBullishUpdated

Flowco Reports 23% EBITDA Growth in Q2 Driven by Strategic Acquisition

Key Facts

•Flowco delivered 23% EBITDA growth in the second quarter following the Valiant acquisition.
•The company trades at 6.5x 2026 EBITDA, representing a discount compared to peers at 8-10x.

Impact:

5/10

FLOC

about 2 months ago

StocksBullish

Aramark Stock Surges on Q3 Earnings Beat and Morgan Stanley Price Target Hike

Key Facts

•Aramark reported earnings of $0.52 per share, beating the consensus estimate of $0.48 per share.
•Morgan Stanley raised its price target for Aramark to $63.00 from a previous target of $55.00.
•The company achieved 9% organic revenue growth and a record client retention rate of 98%.

Impact:

5/10

0QYU.L

2 months ago

StocksBullish

China Approves Akeso and Summit Therapeutics' Ivonescimab for Lung Cancer Treatment

Key Facts

•Summit Therapeutics' partner Akeso received marketing authorization in China for ivonescimab to treat squamous non-small cell lung cancer.

Impact:

5/10

9926.HK

about 2 months ago

StocksBullishUpdated

PagBank Reports R$ 576 Million Recurring Net Income in 2Q26

Key Facts

•PagBank recorded a recurring net income of R$ 576 million in the second quarter of 2026.
•The digital bank's deposits reached R$ 43 billion, while its expanded loan portfolio exceeded R$ 52 billion.

Impact:

5/10

PAGS

about 2 months ago

StocksBullish

Venture Global Raises 2026 Guidance, Targets $8.9 Billion EBITDA

Key Facts

•Venture Global raised its 2026 production guidance and expects $8.9B in EBITDA.
•The CP2 project expansion remains on track for H2 2027 commencement.

Impact:

5/10

about 2 months ago

StocksBullish

KKR and NVIDIA Launch $500 Billion AI Infrastructure Financing Platform

Key Facts

•KKR has partnered with NVIDIA and five other financial institutions to establish independent compute financing platforms.
•The initiative aims to mobilize over US$500 billion for AI infrastructure funding.

Impact:

5/10

NVDA

about 2 months ago

StocksBullish

Carvana Upsizes and Prices $1.66B Secured Loan to Refinance Debt

Key Facts

•Carvana announced the successful upsize and pricing of a Senior Secured Term Loan B Facility totaling $1.66 billion.
•The company intends to use the proceeds to redeem in full its 9.00% Senior Secured Notes due 2030.

Impact:

5/10

CVNA

about 2 months ago

StocksBearishUpdated

Rackspace Faces Financial Strain Amid Operating Losses and $2.8B Debt

Key Facts

•Rackspace reported Q2 2026 revenue of $670M with negligible year-over-year growth of 0.6%.
•The company faces a $67M GAAP net loss and a substantial debt burden of $2.8 billion.

Impact:

5/10

RXT

about 2 months ago

StocksBullishUpdated

RTX Faces Valuation Pressure with HOLD Rating Despite Record Earnings

Key Facts

•RTX delivered 11.69% sales growth and a 28.34% year-over-year increase in operating profit.
•The company's backlog reached a record fortress level of $289 billion.
•The Raytheon segment recorded $20 billion in defense bookings during the quarter.

Impact:

5/10

RTX

about 2 months ago

StocksBearish

NJ Approves $2.5B Environmental Settlement with 3M and DuPont

Key Facts

•New Jersey received judicial approval for a $2.5 billion settlement with 3M and DuPont-related companies to address PFAS contamination.

Impact:

5/10

MMM

about 2 months ago

StocksBullishUpdated

Vistra and Murphy USA Q2 Earnings Beat Estimates Despite Revenue Pressures

Key Facts

•Vistra's Q2 earnings beat estimates driven by higher pricing and Lotus assets, though derivative losses pressured revenues.
•Murphy USA's Q2 earnings surged 53.1% on the back of stronger fuel economics and higher sales volumes.

Impact:

5/10

VST

about 2 months ago

StocksBullish

Woodward Raises FY26 Guidance Following Strong Aerospace and Power Growth

Key Facts

•Woodward reported a 21.2% increase in net sales and a 43.2% jump in adjusted EPS for the third quarter.
•The company raised its FY26 EPS guidance to a range of $9.30 to $9.50.
•Gross margin expanded to 31.5%, driven by both volume growth and pricing power.

Impact:

5/10

WWD

about 2 months ago

StocksBullishUpdated×2

MP Materials Stock Surges 15% Despite Q2 Earnings Miss

Key Facts

•MP Materials shares surged 15% following Q2 results despite missing earnings estimates.
•Q2 revenues jumped 89%, but high costs and premium valuation remain concerns for investors.

Impact:

5/10

about 2 months ago

StocksBullishUpdated

Middleby Corp Beats Q2 Estimates Despite Inflation and Tariff Pressures on Margins

Key Facts

•Middleby reported Q2 total revenues of $875.55 million, beating analyst expectations by 4.63%.
•The company reported earnings of $2.35 per share, surpassing the analyst estimate of $2.28 per share.
•Oppenheimer reaffirmed its 'Outperform' rating for Middleby with the stock price at $119.99.

Impact:

5/10

MIDD

about 2 months ago

StocksBullishUpdated×2

Wilmar International H1 Core Profit Rises 9.9% on Strong Industrial Demand

Key Facts

•Singapore-listed Wilmar International reported a 9.9% rise in half-year core net profit.
•The growth was driven by strong performance in food products, feed, and industrial products businesses.

Impact:

5/10

about 2 months ago

StocksBullishUpdated×2

Paylocity Beats Earnings Expectations for Fourth Consecutive Quarter on AI Growth

Key Facts

•Paylocity delivered its fourth consecutive quarterly earnings beat, driven by durable revenue growth and client base expansion.

Impact:

5/10

PCTY

about 2 months ago

StocksBullishUpdated

Nebius Stock Rockets 34% as Michael Burry's AI Short Bets Face Mounting Pressure

Key Facts

•Nebius stock jumped 18% following its earnings report, challenging Michael Burry's recent short positions in the AI sector.
•The AI infrastructure company reported that the payback period on new investments has fallen below two years.

Impact:

5/10

NBIS

about 2 months ago

StocksBullishUpdated

M3 Shares Surge as Oasis Management Discloses 5% Stake

Key Facts

•M3 shares surged following a disclosure by Oasis Management of a 5% stake in the company.

Impact:

5/10

2413.T

2 months ago

StocksBullishUpdated

Titan Mining Reports 57% Revenue Growth Amid US Graphite Strategy Expansion

Key Facts

•Titan Mining reported a 57% increase in revenue and nearly a fourfold jump in Adjusted EBITDA.
•The U.S. graphite strategy accelerated via supply agreements and a conditional selection by the U.S. Army.

Impact:

5/10

about 2 months ago

StocksBearishUpdated

National CineMedia Pauses Dividend to Finance Captivate Acquisition

Key Facts

•National CineMedia outlined financing for its Captivate acquisition with net leverage expected at 3.9x upon closing.
•The company has decided to pause its dividend payments to support the financing of the transaction.

Impact:

5/10

NCMI

2 months ago

StocksBullishUpdated

H&R Block Price Target Raised to $60 Following Strong Q4 Earnings and Dividend Hike

Key Facts

•Barrington raised H&R Block's price target to $60.00 following strong financial results.
•The company reported Q4 revenues of $1.14 billion and adjusted EPS of $2.38, beating expectations.
•H&R Block increased its quarterly dividend by 10%.

Impact:

5/10

HRB

about 2 months ago

StocksMixedUpdated

MMG Reports Record H1 2026 Profits Despite Slight Share Price Dip

Key Facts

•MMG reported record-breaking profits for the first half of 2026.
•MMG shares declined by 1.3% despite the strong financial results.

Impact:

5/10

1208.HK

2 months ago

StocksBearishUpdated

Uber Exits Serve Robotics Position Following Weak Earnings and Strategic Rift

Key Facts

•Uber has officially ended its multi-year relationship with Serve Robotics by selling its entire stake.
•The exit follows a weak earnings report from Serve Robotics and reported 'differing views' souring the partnership.

Impact:

5/10

UBER

about 2 months ago

StocksBullishUpdated×3

AbCellera Biologics Stock Rises Following Positive Phase 2 Clinical Results

Key Facts

•AbCellera Biologics shares rose following positive Phase 2 results for its ABCL635 candidate.

Impact:

5/10

ABCL

about 2 months ago

Mergers & AcquisitionsBullish

Apollo Global to Acquire easyJet in £5.7 Billion Cash Deal

Key Facts

•easyJet has recommended a cash offer of £7.15 per share from Apollo Global Management, valuing the airline at £5.7 billion.
•The offer represents an 81% premium over easyJet's closing share price on May 28, 2026.

Impact:

5/10

APO

2 months ago

Mergers & AcquisitionsNeutralUpdated

MiMedx Clarifies Sanara Merger Terms and Secures $300M Financing

Key Facts

•MiMedx clarified the Sanara MedTech acquisition terms include $33.00 cash plus 0.4735 shares of MiMedx common stock per share.
•Merger termination fees are set at $9.66 million for Sanara and $22.54 million for MiMedx in specific scenarios.
•MiMedx has secured a $300 million loan to finance the acquisition of Sanara MedTech.

Impact:

5/10

2 months ago

Mergers & AcquisitionsBullish

StoneX Acquires Banco Travelex in Brazil to Expand Global Payments Infrastructure

Key Facts

•StoneX announced the acquisition of Banco Travelex in Brazil to accelerate its expansion in global payments.
•The combined operation is expected to process approximately $6 billion in annual volume, serving 20,000 customers.

Impact:

5/10

SNEX

about 2 months ago

CommoditiesMixedUpdated×2

Gold Rises 1.1% as Performance Food Group Shares Tumble on Earnings Miss

Key Facts

•Gold prices rose by 1.1% amid anticipation of US CPI data and geopolitical tensions.
•Performance Food Group shares dropped 6% after reporting a miss in its Q4 earnings results.
•The US Consumer Price Index (CPI) rose 3.4% year-over-year in July.

Impact:

5/10

about 2 months ago

CryptoBearishUpdated×2

Solana Network Narrowly Avoids Freeze After Data Center Routing Glitch

Key Facts

•Solana nearly froze Wednesday morning after nearly 29% of staked tokens were knocked offline.
•Staking platform Marinade attributed the glitch to a routing issue at a major data center provider.

Impact:

5/10

SOL ETH

about 2 months ago

CryptoBearishUpdated

Harmony Traces 10,288 Transfers Linked to Token Minting Exploit

Key Facts

•Harmony has traced 10,288 transfers linked to a security exploit involving fraudulent token minting.

Impact:

5/10

about 2 months ago

Macro EconomyBearishUpdated×2

India Inflation Hits 4.45% in July, Fueling Rate Hike Bets

Key Facts

•India's inflation rate rose for the ninth consecutive month, reaching 4.45% in July.

Impact:

5/10

about 2 months ago