MSCI (MSCI) Q2 revenue $867M (+12.2%), adjusted EPS $4.94, net income $342M. Subscription run rate $3,479.7M, retention 95.3%. Index fees $233.1M (+26.6%). Repurchased $147.2M; Q3
Nike will shift thousands of China distributor online listings in January to Nike.com, the Nike app and branded stores on Tmall, JD and Douyin; offline distributor sales unchanged.
Norges Bank urged Prologis (PLD) and Segro to discuss a potential merger. Segro rejected Prologis’s latest £13.5B offer but may engage if an improved bid is made.Truist keeps Buy o
Texas Instruments' data-center business, led by power-management and analog chips, rose 90% year‑over‑year in Q1 and is cited as a key driver for an expected record quarter.Susqueh
NOVO_B: Oral Wegovy (semaglutide) approved Dec 2025, launched Jan 2026 alongside existing Wegovy injection; pricing uses commercial-insurance discounts and various self-pay options
Novartis (NOVN) reaffirmed 2026 guidance: low single-digit sales growth and a low single-digit decline in core operating profit; cites cost controls, acquisitions, and focus on onc
Microsoft struck a multibillion-euro deal with Mistral to deploy Medium 3.5 and OCR 4 in Microsoft Foundry/Copilot, backed by thousands of NVIDIA Vera Rubin GPUs across Azure and A
Danaher (DHR) Q2 2026: operating cash flow $1.534B, non‑GAAP free cash flow $1.265B. Life Sciences strongest quarter in years; Diagnostics boosted by respiratory testing components
AMZN: AWS revenue rose 28% YoY in Q1. Trailing 12‑month operating cash flow up 30% to $148.5B; trailing 12‑month free cash flow down to $1.2B.U.S. lawmakers warned EU’s proposed Di
Boeing plans 600 jet deliveries in 2025 (vs 348 in 2024), targets ~670 in 2026 and 751 in 2027; 737 MAX 10 deliveries expected to start in 2027 pending certification.FAA approved t
Lonza (LONN) Q1 sales €/CHF 3.4B, +16% FX-adjusted. CORE EBITDA margin 34.8% (+4.4pp). Company raised full-year core EBITDA margin guidance to 33–34% of sales.Lonza (LONN) to sell
COIN jumped about 10–11% morning after reports an ethics clause in the CLARITY bill advanced and Senate support moved closer; move tracked a Bitcoin and crypto-equities rise before
RTX unit Raytheon won a $1.8B Navy extension to produce and sustain SPY‑6 radars; options may lift value to $3.3B. Systems are on 2 commissioned ships; 11 more are in testing.RTX’s
Equinor (EQNR) Q2 2026: adjusted operating income ~$11.48–11.5B (+76% YoY), net income ~$4.8B, production +3% YoY, operating cash flow after tax ~$7.7B, $3B buyback, $0.39 dividend
Tesla (TSLA) reports quarterly earnings this week amid tech earnings season. Traders watch revenue, vehicle deliveries, margins, and guidance, plus any commentary on AI-related dem
VAT Group (VACN): Q2 2026 order intake CHF500M (+102% YoY); H1 backlog CHF647.9M. H1 sales CHF511.9M; H1 net income ~CHF98.9M; H1 EBITDA CHF148.2M (29%). Q3 sales guide CHF355–385M
Eli Lilly's Surmount-5: Zepbound patients lost ~20.2% body weight (~50 lb) vs Wegovy's 13.7% (~33 lb); newer higher-dose Wegovy study shows ~47 lb loss.Novo Nordisk sued Eli Lilly
Hut 8 (HUT) signed a 15-year, 352 MW IT lease with a hyperscaler at Beacon Point, doubling campus capacity to 704 MW and assigning the lease a $9.8B value; stock saw its best week
Airbus (AIR) targets €12–13B adjusted EBIT by 2029, keeps 2026 guidance, plans €5B buyback, production ramps (A220, A320, A330, A350) and ~870 commercial deliveries this yearSMBC A
Akzo Nobel (AKZA) Q2: net profit €139M, EPS €0.81, adj. EBITDA €398M, revenue €2.589B, 2% organic sales growth. Management keeps 2026 adj. EBITDA ≥€1.47B and leverage ~2x target.Ak
