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Single names, sectors, valuations and the trades behind the tape, explained in plain language.

Schaeffler expands German retirement plan, bets on robot orders
Stocks

Schaeffler expands German retirement plan, bets on robot orders

Schaeffler is widening a partial-retirement program for about 1,300 workers in Germany, taking a €51 million charge in 2026. The move comes

Eleanor Whitfield ·
Uber's Q3 outlook misses on FX headwinds and robotaxi spending plans
Stocks

Uber's Q3 outlook misses on FX headwinds and robotaxi spending plans

Uber topped second-quarter bookings expectations, but its third-quarter profit forecast came in light. Currency swings are clipping growth,

Marcus Devlin ·
UBS cuts adidas to neutral, warns margins may have peaked
Stocks

UBS cuts adidas to neutral, warns margins may have peaked

UBS downgraded adidas to neutral, warning that profit margins may have peaked. The bank cut its price target to €173 from €219 and sees 2028

Eleanor Whitfield ·
Siemens Healthineers faces 2027 earnings squeeze, Bernstein warns
Stocks

Siemens Healthineers faces 2027 earnings squeeze, Bernstein warns

Siemens Healthineers' guidance upgrade is mostly a one-off US tariff refund, Bernstein says. The bank sees a 2027 earnings squeeze from high

Marcus Devlin ·
Glencore sets aside money over Radiant World iron ore contracts
Stocks

Glencore sets aside money over Radiant World iron ore contracts

Glencore has set aside money for potential losses tied to iron ore trader Radiant World, stopped new business with it, and is reviewing outs

Eleanor Whitfield ·
Novo Nordisk defends strategy after two trial setbacks
Stocks

Novo Nordisk defends strategy after two trial setbacks

Novo Nordisk is reassuring investors after two clinical trial setbacks, saying it will stick with its strategy and pursue small 'bolt-on' de

Marcus Devlin ·
Fitch lifts Chalco's rating to A- on strong parent Chinalco support
Stocks

Fitch lifts Chalco's rating to A- on strong parent Chinalco support

Fitch Ratings upgraded Chalco to A- from BBB+, reflecting its view that the aluminum producer is tightly linked to state-backed parent China

Eleanor Whitfield ·
BlackRock takes 3% stake in Spain's Indra, worth about €316M
Stocks

BlackRock takes 3% stake in Spain's Indra, worth about €316M

BlackRock revealed a 3.002% holding in Spain's Indra, valued at roughly €316 million. The move puts the defense and tech firm on the radar o

Marcus Devlin ·
SpaceX's first lockup expiry tests shares after 49% slide
Stocks

SpaceX's first lockup expiry tests shares after 49% slide

SpaceX's first post-IPO lockup expires Thursday, freeing up to 912 million insider shares for sale. The stock is already down 49% from its J

Eleanor Whitfield ·
Endeavour's A$372M reset hits profit, shares slide 5.5%
Stocks

Endeavour's A$372M reset hits profit, shares slide 5.5%

Endeavour Group, owner of Dan Murphy's and BWS, flagged A$372 million in mostly non-cash impairment charges as preliminary 2026 underlying p

Marcus Devlin ·
Milky Mist trims IPO to 15.5B rupees after Temasek stake sale
Stocks

Milky Mist trims IPO to 15.5B rupees after Temasek stake sale

Milky Mist Dairy Food has reduced its IPO to 15.53 billion rupees after selling a 5.16% stake to a Temasek unit. The offer opens August 11-1

Marcus Devlin ·
Lucid targets $1.4 billion in savings to extend cash runway into 2027
Stocks

Lucid targets $1.4 billion in savings to extend cash runway into 2027

Lucid aims to save $1.4 billion by trimming production, inventory, and spending, extending its cash runway into 2027. The move follows a qua

Eleanor Whitfield ·