NEWS

India plans to ​buy up to a quarter of its liquefied petroleum gas imports from the United States in ‌2027, a move that would cut its reliance on the Middle East and support efforts to secure a trade deal with Washington, three sources with knowledge of the matter said.

Rising oil prices are increasing inflation risks but remain a sector-specific story. AI leaders are facing greater scrutiny over capital spending.

I assign a Buy rating to Alta Equipment Group, viewing it as a leveraged play on an improving equipment cycle with significant deleveraging potential. ALTG's high-margin product support business provides a durable annuity, with Q1 2026 product support revenue growing despite…

Family-owned food companies are stocking up on U.S. snack companies, which are warming to the idea of private backers - many of them overseas - that can ​help them weather the storm in the supermarket aisles.

A British lawmaker suing ​Elon Musk's xAI over fake sexualised images of her created by the Grok AI platform said on ‌Tuesday she was seeking a court order to prevent the chatbot being able to generate non-consensual sexualised images of her.

Noble Corporation reported disappointing Q2 2026 results, with revenue and EPS missing expectations due to vessel suspensions and contract conclusions. Despite lower guidance for 2026, NE's backlog remains resilient at $6.8 billion, and average daily rates continue to rise…

The Bank of Japan is likely to take a breather this week to assess the effects of its latest move after raising its policy rate to the highest level in three decades.

Orange raised its full-year guidance after it reported higher revenue in the second-quarter mainly boosted by growth in Africa and Middle East, and Europe.

Nasdaq futures drop more than 1%

President Donald Trump said the US and Iran were engaged in diplomatic talks to end the conflict in the Middle East, but warned the two sides would return to fighting if negotiations didn't yield a deal. Trump's remarks came after the US held off attacking Iran for a third…

The London Company Mid Cap portfolio returned 9.7% (9.5% net) during the quarter vs. a 13.8% increase in the Russell Midcap Index. The market was led by momentum and high-beta factors — in fact, the top beta quintile returned over 44% and drove nearly two-thirds of the index's…

On Wednesday, July 29, the FOMC rate decision will be followed by Microsoft and Meta earnings after the close. Thursday begins with the advance estimate of Q2 GDP and the June PCE inflation report before Apple and Amazon report after the bell. CME FedWatch currently implies a…

Here's a look at how the Asia tech selloff unfolded following investor jitters over circular deals by Nvidia and other firms, as well as a report of a Chinese state-backed company mass producing key chipmaking machines. -------- More on Bloomberg Television and Markets Like…

Hong Kong-listed Keymed Biosciences said on Tuesday a late-stage trial of sonesitatug vedotin, a ​therapy targeting treatment for advanced or metastatic ‌gastric cancer, has achieved positive topline results.

Asia stocks fell Tuesday, with South Korean markets leading the losses amid growing concerns over spending linked to the artificial-intelligence boom.

Andrew Slimmon, Managing Director and Senior Portfolio Manager at Morgan Stanley Investment Management, says markets should focus on 2027 earnings-per-share estimates. He adds that investors should be “a little more cautious” when allocating between U.S. and Asian equities, as…

Robin Brooks of the Brookings Institution says geopolitical shocks are proving less inflationary than feared, while AI-driven automation and white-collar job losses could become the dominant forces shaping Fed policy and the path of future interest rate cuts.

Sean Darby, Equity Strategist at Mizuho, says reindustrialization is re-emerging as a key investment theme, driven in part by Middle East tensions that are spurring investment in LNG and other energy infrastructure. He expects South Korean companies to benefit from the buildout…

Peter Boockvar of One Point BFG Wealth Partners argues that bond vigilantes are back, with rising long-term Treasury yields serving as a check on U.S. fiscal policy and limiting how much Fed chairman Kevin Warsh can influence monetary policy. He also explains why the Fed is…

Last week's developments in the U.S.-Iran conflict point to a more significant escalation risk. Brent crude briefly returned to $100/bbl last week, up sharply from the $72/bbl level reached following the interim U.S.-Iran agreement earlier this summer, before retreating to…

Broadcom is rated a buy, driven by compounding EPS growth, durable competitive advantages in networking, and strong fundamentals. AVGO's Ethernet switching and co-packaged optics franchises are insulated from hyperscaler vertical integration, providing a resilient moat despite…

Alibaba's Cloud Intelligence Group achieved a 46.1% 10-year average growth rate, outpacing company-wide growth, supported by rising AI adoption and improved margins. Despite a decline in global cloud market share, Alibaba maintains strong AI competitiveness through proprietary…

Oracle Corp. is reaffirmed as a Buy, despite a 22% stock decline and ongoing margin and FCF pressures from heavy OCI investments. ORCL's Cloud segment drives revenue, with 39% YoY growth and a 404% surge in Multicloud; backlog reached $638B, but gross margin fell from 71% to…

The FCC has approved the Upper C-band framework, with the auction starting in April 2027 and approximately $5.6 billion of gross incentive payments allocated to SES. After an estimated $1.1 billion payment to legacy Intelsat shareholders and our 18% tax assumption, we estimate…

President Trump said that talks with Iran were taking place. In response, Brent crude further declined while Treasurys strengthened and the dollar fell.

Nebius Group is rated a buy with 15-20% upside, driven by a shift from GPU rental to full-stack AI cloud ownership. NBIS posted 840% AI cloud revenue growth and a 45% EBITDA margin, signaling a successful transition to higher-margin, software-driven offerings. Anchor contracts…

France's ​TotalEnergies and Italy's Eni have approved the development of ‌the Cronos gas field in Cyprus to supply Europe with liquefied natural gas, with production start-up expected in 2028, TotalEnergies said ​on Tuesday.

SHANGHAI, China, July 28, 2026 (GLOBE NEWSWIRE) -- GDS Holdings Limited (“GDS Holdings”, “GDS” or the “Company”) (NASDAQ: GDS; HKEX: 9698), a leading developer and operator of high-performance data centers in China, today released its 2025 Sustainability Report, demonstrating…

Alphabet increased its capital spending target to roughly $200 billion for the year. Investors sold the stock on the news.

LVMH shares swung sharply on Tuesday, rising as much as 2% before reversing course to trade 2.56% lower after the luxury group reported second-quarter sales growth broadly in line with expectations. The results offered an important test of whether the $400-billion luxury sector…

AMD closed Friday at $521.95, and the average price target across 51 analysts is $570.60 -- about 9% higher. The stock trades at about 170 times earnings and about 59 times forward earnings estimates.

ETF inflows and central bank buying continue supporting gold while markets focus on the Federal Reserve's policy decision.

Space Exploration Technologies is trading on a future business that hasn't arrived. Investors should stay patient for at least a year after an IPO.

Shares in Games Workshop fell as much as 6.5% on Tuesday after the British miniature wargames ​maker flagged tariff headwinds and higher plastic ‌prices stemming from the Iran war, overshadowing record annual profit.

Croda International PLC (LSE:CRDA) shares rose 1.5% to 2,969p after the speciality chemicals group reported faster second-quarter growth and maintained its full-year outlook. Sales in the first-half increased 2.9% to £880.5 million, representing organic growth of 4.6%.

The DRAM and NAND supercycles look as if they may have legs well into the future. Stocks like Micron, SK Hynix, and Sandisk look like they will continue to benefit from these dynamics.

Taiwan prosecutors detained a Nvidia employee as part of a probe into alleged illegal exports of Super Micro AI servers ​to China, Taiwan's local media reported.

LOS ANGELES, July 28, 2026 /PRNewswire/ -- Schall Brown & Schwartz LLP,a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Hub Group, Inc. ("Hub" or "the Company") (NASDAQ: HUBG) violations of §§10(b) and 20(a) of the Securities…

LOS ANGELES, July 28, 2026 /PRNewswire/ -- Schall Brown & Schwartz LLP, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against GRAIL, Inc. ("Grail" or "the Company") (NASDAQ: GRAL) for violations of §§10(b) and 20(a) of the Securities…

LOS ANGELES, July 28, 2026 /PRNewswire/ -- Schall Brown & Schwartz LLP, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Insulet Corporation ("Insulet" or "the Company") (NASDAQ: PODD) for violations of §§10(b) and 20(a) of the…