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

Netflix Shares Plunge 10% as Streamer Signals Slower Growth and Less Data for Investors
Stocks

Netflix Shares Plunge 10% as Streamer Signals Slower Growth and Less Data for Investors

Netflix shares dropped more than 10% after the streaming giant warned of slower revenue gains and announced it will cut back on reporting vi

Eleanor Whitfield ·
Botswana Weighs Right of First Refusal as Anglo American Picks De Beers Buyer
Stocks

Botswana Weighs Right of First Refusal as Anglo American Picks De Beers Buyer

Anglo American has selected the Global Diamond Consortium as its preferred buyer for De Beers. Botswana, which already owns 15% of the diamo

Marcus Devlin ·
Wedbush: Zenas BioPharma Still Mispriced as Obexelimab's Safety Profile Overlooked
Stocks

Wedbush: Zenas BioPharma Still Mispriced as Obexelimab's Safety Profile Overlooked

Wedbush says Zenas BioPharma remains mispriced because the market is fixated on the INDIGO trial's efficacy comparisons with Amgen's Uplizna

Marcus Devlin ·
Fresenius Medical Care's Dialysis Rollout Faces Margin Hurdles, Bernstein Warns
Stocks

Fresenius Medical Care's Dialysis Rollout Faces Margin Hurdles, Bernstein Warns

Bernstein initiated coverage on Fresenius Medical Care with a market-perform rating, supporting the company's new 5008x dialysis machine rol

Eleanor Whitfield ·
C C Land Unit Invests HK$251 Million in Hong Kong Yuen Long Redevelopment
Stocks

C C Land Unit Invests HK$251 Million in Hong Kong Yuen Long Redevelopment

C C Land's unit Crystal Concept Developments is buying a 25% stake in Leading Avenue, which owns a Yuen Long industrial site slated for two

Eleanor Whitfield ·
Casino Stocks Shift Focus to M&A as Fertitta's $18 Billion Caesars Bid Looms
Stocks

Casino Stocks Shift Focus to M&A as Fertitta's $18 Billion Caesars Bid Looms

US casino giants head into earnings season with traders focused on deal talk after Tilman Fertitta's $18 billion offer for Caesars. Analysts

Eleanor Whitfield ·
BASF Gets Upgrade After Pricing Power Drives Q2 Beat and 2026 Outlook Lift
Stocks

BASF Gets Upgrade After Pricing Power Drives Q2 Beat and 2026 Outlook Lift

BASF received an upgrade from Mwb Research after its preliminary Q2 results beat expectations on pricing and it lifted its full-year 2026 ou

Marcus Devlin ·
PayPal Board Rejects $53 Billion Stripe-Advent Bid as Too Low, Cites Financing and Regulatory Hurdles
Stocks

PayPal Board Rejects $53 Billion Stripe-Advent Bid as Too Low, Cites Financing and Regulatory Hurdles

PayPal's board has rejected a $53 billion takeover bid from Stripe and Advent International, calling it too low and raising concerns about f

Marcus Devlin ·
Innolight Clears Hong Kong Listing Hurdle, Eyes Up to $7 Billion IPO
Stocks

Innolight Clears Hong Kong Listing Hurdle, Eyes Up to $7 Billion IPO

Zhongji Innolight's Hong Kong listing committee approval paves the way for a potential $7 billion IPO. The AI data center optics maker aims

Marcus Devlin ·
Burberry's Turnaround Relies on US and China as Middle East Conflict Hits European Tourism
Stocks

Burberry's Turnaround Relies on US and China as Middle East Conflict Hits European Tourism

Burberry's comparable sales rose 5% in the April-June quarter, but shares dropped over 6% as Middle East conflict dampened tourist spending

Eleanor Whitfield ·
Antofagasta's Q2 Copper Miss Puts Pressure on Second-Half Rebound, Berenberg Says
Stocks

Antofagasta's Q2 Copper Miss Puts Pressure on Second-Half Rebound, Berenberg Says

Antofagasta's second-quarter copper production missed Berenberg's estimate after extended maintenance at Los Pelambres. The broker expects a

Marcus Devlin ·
7-Eleven Owner Seven & i Eyes Minority Stake in Poland's Zabka to Expand in Europe
Stocks

7-Eleven Owner Seven & i Eyes Minority Stake in Poland's Zabka to Expand in Europe

Seven & i, the Japanese retail giant behind 7-Eleven, is in talks to buy a stake in Poland-based convenience chain Zabka. The deal, valued a

Eleanor Whitfield ·