Apps

Photo: 4300streetcar / Wikimedia Commons (CC BY 4.0)

Alaska Air Posts Q2 Loss, Downgrades Q3 View

Alaska Air posted a second-quarter loss and forecast third-quarter earnings near or below Wall Street expectations as jet fuel costs stay high amid renewed Iran-related tensions, pressuring margins. The airline is diversifying fuel sourcing and raising fares to offset costs, with Q3 guidance ranging from break-even to about $1 a share and continued attention on fuel-driven earnings pressure.

14 sources

Photo: Wolfgang Fricke / Wikimedia Commons (CC BY 3.0)

US Warns Over Houthi Red Sea Blockade

President Donald Trump said the United States would “take care of it” if Yemen’s Houthis move to block Red Sea shipping, noting past actions against the group and indicating Washington would respond if the threat materializes. The comments come as the Houthis threaten to disrupt one of the world’s key trade routes amid broader U.S.-Iran tensions and regional clashes over Saudi ports and airports.

20 sources

Apple Launches Klarna-backed Upgrade Leasing

Apple is launching the Apple Upgrade device-leasing program, backed by Klarna, set to debut in the U.S. on July 28 with 24-month leases for iPhone and Apple Watch and 36-month leases for Mac and iPad, allowing early upgrades, payoff, or returns as it phases out the current iPhone Upgrade Program. The move, aimed at expanding financing options and customer access to the latest devices, accompanies exclusions such as AppleCare and some devices, and signals Klarna’s growing role in Apple’s device-financing strategy.

23 sources

Photo: Doctorindy / Wikimedia Commons (CC BY-SA 4.0)

Audacy, SiriusXM Strike 42-Station Distribution Deal

SiriusXM and Audacy announced a deal to bring 42 Audacy stations (23 sports and 19 news/talk) from 29 markets to SiriusXM, expanding local sports and talk content to the platform's nationwide audience. The 23 sports stations launch on September 1, with the remaining 19 news and talk stations arriving later this year, broadening Audacy's reach to SiriusXM's more than 30 million subscribers.

7 sources

Photo: State of Florida / Wikimedia Commons (Public domain)

Gates Foundation finds no Epstein payments in review

An independent external review of the Gates Foundation found no evidence that it paid Jeffrey Epstein or was involved in his criminal activities, while noting that staff had some past interactions with him. The review, covering 2011‑2014 and involving two matters—the proposed donor-advised fund and polio-related funding to the International Peace Institute—led the foundation to approve stricter governance and vetting measures to bolster oversight going forward.

10 sources

Photo: Ocado Group plc / Wikimedia Commons (Public domain)

Ocado to build large European automated CFC

Ocado announced a large, highly automated Customer Fulfilment Centre for a fast-growing European national retailer, using its Re:Imagined technology like 600s bots and an automated freezer, with go-live slated for FY28 and initial operations at just over half capacity. The deal, part of ongoing expansion alongside its Asda agreement, is not expected to have a material impact on FY26 and Ocado remains focused on achieving cash-flow positive performance in the near term.

9 sources

Photo: Jan2342342423 / Wikimedia Commons (CC0)

Microsoft funds Mistral Europe expansion

Microsoft and French AI firm Mistral are expanding a multibillion-dollar partnership to deploy Mistral’s Europe-based GPU infrastructure and open models across Azure, Azure Local, and Foundry, boosting European capacity while preserving access to U.S. software and security features. The deal aims to reduce reliance on U.S. technology, support regulated industries, and accelerate broader deployment of Mistral’s Medium 3.5 and OCR 4 models, with Nvidia GPUs and European data sovereignty at its core.

15 sources

Photo: 88 Air Base Wing Public Affairs / Wikimedia Commons (Public domain)

Kratos Wins $156M Mobile C-UAS Contract

Kratos Defense & Security Solutions won a roughly $156 million sole-source IDIQ contract from the U.S. Department of Energy's National Nuclear Security Administration to deliver mobile Counter-Unmanned Aircraft System platforms for Project Solar Shield, with work starting immediately. Insider activity shows $8.8 million in shares sold over the last three months, and the stock trades at an extremely high P/E around 270x, signaling strong growth expectations but potential valuation concerns.

7 sources

Photo: David P Howard / Wikimedia Commons (CC BY-SA 2.0)

Cadrenal Launches Cardiac Acute Care Franchise, Seeks Partners

Cadrenal Therapeutics has reorganized its clinical portfolio into a Cardiac Acute Critical Care Franchise and is launching a structured process to secure strategic out-licensing, portfolio monetization, or commercial co-development partnerships for its late-stage assets, including CAD-1005, frunexian, and tecarfarin. The move aims to maximize asset value through a partnership-driven model, supported by Phase 2 data showing more than a 25% reduction in thrombotic events and by orphan drug designations, with exploration of expanded indications such as Kawasaki disease in pediatrics and broader cardiorenal applications.

5 sources

Photo: Coolcaesar / Wikimedia Commons (CC BY-SA 4.0)

KIDZ AI Signs $44.6M AI Compute Deal With Canopy Wave

KIDZ AI has signed a 60-month, $44.6 million enterprise AI compute services agreement with Canopy Wave, contingent on Catalyst Compute ordering 256 NVIDIA HGX B300 GPUs to support open-weight AI inference as part of its neocloud strategy. The deal highlights a push into enterprise AI compute infrastructure amid mixed signals on the company’s financial strength, with a GF Score of 8/100 and liquidity concerns such as a current ratio of 0.94.

5 sources

Jerash Board Nominates Ng Chairman, Choi Remains CEO

Jerash Holdings’ board nominated co-founder Tsze Lun Ng (Ringo Ng) to become Chairman if elected at the 2026 Annual Meeting, while Sam Choi will remain CEO and will not stand for re-election to the Board. The leadership transition is presented as a move to strengthen governance and focus on long-term growth.

5 sources

Photo: Americasroof (talk) / Wikimedia Commons (CC BY-SA 3.0)

Marsh & McLennan Q2 Revenue Up 6%

Marsh & McLennan reported Q2 2026 revenue of $7.4 billion, up 6%, with adjusted EPS of $2.96 (up 9%) as CEO John Doyle cited strong demand across risk, people, strategy and investments. The six‑month results showed revenue of $15.0 billion and adjusted EPS of $6.25, with Risk & Insurance Services posting $4.8 billion in quarterly revenue and consulting up 10%, while the company also expanded shareholder value via a 4.5 million share repurchase and a 10% dividend hike.

10 sources

Photo: ajay_suresh / Wikimedia Commons (CC BY 4.0)

Danaher Q2 Profit, Revenue Up on Life Sciences

Danaher posted strong Q2 2026 results with net income of $870 million and revenue around $6.265–$6.3 billion, as adjusted earnings per share reached $1.94 on 5.5% revenue growth, led by Life Sciences. The company raised full-year guidance, signaling mid-single-digit core revenue growth and higher EPS targets, aided by acquisitions like Masimo and planned StatLab integration.

18 sources

Global SThree H1 Profit Drop, Guidance Maintained

SThree reported for the six months to 31 May 2026 that revenue fell to about £598.8m and pretax profit tumbled 75% to £2.7m, with non-recurring costs from a cost-optimization program weighing on earnings, though cash and a share buyback reduced net debt slightly and momentum improved in the US and Japan. Despite a mixed market, the group reiterated guidance for FY26 pretax profit around £10m, citing ongoing strategic simplifications, a cloud-based platform, and resilience in its contract business amid weaker hiring in parts of Europe.

6 sources

IQE lifts 2026 revenue growth forecast

IQE lifted its 2026 revenue growth forecast to more than 30% driven by accelerating demand for Indium Phosphide optical photonics in AI and data-centre infrastructure, anchored by first-half revenues of at least £64m and a debt-free balance sheet. Despite 2025 weakness in wireless and ongoing margin pressures, management expects continued momentum across photonics, aerospace/defense, and 3D sensing to sustain growth into the latter half of 2026.

7 sources

Photo: GuavaTrain / Wikimedia Commons (CC0)

ADNOC Approves $6.2B Umm Shaif Gas Project

ADNOC has taken a final investment decision worth about $6.2 billion to develop the Umm Shaif gas cap in Abu Dhabi with TotalEnergies, Eni and CNPC, aiming to unlock more than 600 million standard cubic feet per day by 2030 and strengthen the UAE’s gas supply and LNG capabilities. The investment reflects the UAE’s push to boost domestic gas output and energy security amid rising global demand and regional tensions, with related developments like the Bab gas cap expanding output and LNG capacity.

22 sources

CM.com reports 14% revenue, 55% EBITDA growth

CM.com posted stronger first half 2026 results, with Q2 revenue up around 14% year-on-year and EBITDA up 55%, alongside record messaging volumes and growth in ARR driven by HALO and the new Customer Context Platform. MedCap AB reported robust Q2 2026 growth, with net sales up 16% and EBITA up 38% (adjusted EBITA up 28%), supported by acquisitions such as Biopsafe and continued margin improvement in all segments.

7 sources

Samsung establishes RX Office to advance robotics

Samsung is establishing the RX (Robotics eXperience) Business Promotion Office, reporting directly to the CEO, to unify dispersed robotics capabilities and push robotics as a core growth driver across consumer and industrial domains. It will build a data factory at the Gumi plant, create global research hubs in the US, China, and Japan, recruit leading talent, and coordinate mid- to long-term strategy, technology development, and commercialization to accelerate field deployment of intelligent robots.

23 sources

Photo: Ken Lund from Reno, Nevada, USA / Wikimedia Commons (CC BY-SA 2.0)

Wintrust Q2 Profit Rises to $225M

Wintrust Financial posted solid Q2 results with $225.3 million in net income and $3.30 per share on revenue of about $961 million, a year-over-year rise driven by loan and deposit growth. The bank also reported record first-half net income for 2026, driven by strong net interest income and ongoing balance-sheet expansion, and beat consensus estimates for quarterly earnings per share.

15 sources

Pulse

Pulse

au.marketscreener.com

Recently covered

Alaska Air Posts Q2 Loss, Downgrades Q3 View

US Warns Over Houthi Red Sea Blockade

Apple Launches Klarna-backed Upgrade Leasing

Audacy, SiriusXM Strike 42-Station Distribution Deal

Gates Foundation finds no Epstein payments in review

Ocado to build large European automated CFC

Microsoft funds Mistral Europe expansion

Kratos Wins $156M Mobile C-UAS Contract

Cadrenal Launches Cardiac Acute Care Franchise, Seeks Partners

KIDZ AI Signs $44.6M AI Compute Deal With Canopy Wave

Jerash Board Nominates Ng Chairman, Choi Remains CEO

Marsh & McLennan Q2 Revenue Up 6%

Danaher Q2 Profit, Revenue Up on Life Sciences

Global SThree H1 Profit Drop, Guidance Maintained

IQE lifts 2026 revenue growth forecast

ADNOC Approves $6.2B Umm Shaif Gas Project

CM.com reports 14% revenue, 55% EBITDA growth

Samsung establishes RX Office to advance robotics

Wintrust Q2 Profit Rises to $225M