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8/27
10:56
The flash crash in India's popular stock benchmark, the BSE Sensex, exacerbated existing concerns about the closing auction window.
10:50
Mladenov spoke to the UN Security Council on Wednesday, after Israel rejected the 15-point Hamas disarmament roadmap announced last month by US President Donald Trump's "peace committee." The roadmap called for Hamas to give up its weapons in exchange for a phased Israeli withdrawal, but Israel insisted that Hamas must be fully disarmed before any withdrawal. Mladenov noted that despite the ceasefire agreement, Israel's continued killing of Palestinian civilians and Hamas's failure to completely cease military activities both pose risks to the peace process.
10:49
Sandhill Investment Management stated that Badger Meter (BMI) holds a leading position in smart water meters and cellular advanced metering infrastructure technology, operating in an oligopoly market with high switching costs. The firm believes the recent stock pullback, following a temporary dip in revenue growth, provided an attractive entry point, and sees a durable growth runway driven by a multi-decade replacement cycle for aging water infrastructure and increasing technology adoption. Badger Meter (BMI) shares closed at $137.15 on August 26, reflecting a market capitalization of $3.98 billion, with a one-month return of 5.18% but a 26.46% loss over the past 52 weeks.
10:48
DP World, a global port terminal operator, is reportedly discontinuing SeaRates, its standalone digital logistics platform. SeaRates is a third-party marketplace and freight-booking platform that offers quotes, ERP, tracking, and rate-management products. DP World acquired SeaRates in 2020, aiming to expand its role beyond ports and terminals into digitally enabled, end-to-end logistics. The decision may indicate that DP World is narrowing its technology focus toward platforms more closely integrated with its core logistics, terminal, and cargo-flow operations.
10:46
NVIDIA emphasized on Wednesday that its "local AI initiative" is optimizing top open-source models such as DeepSeek V4 Flash and Alibaba's Qwen 3.8. However, in its Q2 earnings report filed with the U.S. Securities and Exchange Commission (SEC), the company warned that potential restrictions by the White House on AI models originating from China could significantly impact its business. This follows a joint call in July by over 20 companies, including Microsoft, Meta, and Palantir, along with NVIDIA, urging policymakers to avoid "premature restrictions" on open-source models.
10:44
The London Company, in its Q2 2026 investor letter for its "Small-Mid Cap Strategy," noted that Qualys, a provider of cloud-based IT, security, and compliance solutions, demonstrated strong stock performance, primarily due to improved investor confidence in the cybersecurity industry. Despite earlier market concerns about potential disruption from AI, AI is now widely seen as enhancing the demand for cybersecurity solutions. Qualys' stock price has risen 32.51% over the past month and 38.76% over the past 52 weeks, closing at $176.67 on August 26, with a market capitalization of $6.11 billion.
10:43
Marsh has introduced a property insurance exchange aimed at covering the operational risks linked to digital infrastructure projects including data centres and related critical support systems. Called Stratus, the group said it will offer access to as much as $10bn in property insurance capacity on a single-placement basis through the global property risk transfer market for the worldwide exposures of US-domiciled companies.
10:37
Hyperliquid Strategies (NASDAQ:PURR) announced its fiscal year 2026 results, primarily driven by unrealized gains from its HYPE token treasury. As of June 30, the company's assets exceeded $2 billion with no debt, including approximately 29.3 million HYPE tokens (valued at about $1.9 billion) and $150 million in cash equivalents. Additionally, staking and validation activities generated $9.5 million in revenue. Management stated that the company is pursuing ecosystem expansion, including evaluating opportunities in stablecoins, real-world assets, and prediction markets, and has become a validator for the Hyperliquid blockchain.
10:34
The London Company's "Small/Mid Cap Strategy" noted that Entegris benefits from improving semiconductor demand, accelerated AI investments, and increased fab utilization. The company also stated that Entegris management has outlined a clear path to structurally enhance profitability through manufacturing optimization, improved working capital, and a rebuilt operating model, while maintaining its appeal due to its strong competitive position, high barriers to entry, and long-term potential for free cash flow expansion. Entegris shares closed at $142.46 on August 26, up 22.74% over the past month and 71.40% over the past 52 weeks.
10:32
Cox Capital Partners offered to purchase shares from private credit funds, up to $90 million worth, at an average 26% discount to address a nearly $15 billion redemption backlog, but investors are reportedly preferring to remain in illiquid funds rather than accept the significant loss.
10:32
Nektar Therapeutics stated during its Q2 earnings call on August 13 that its lead candidate, rezpegaldesleukin (rezpeg), is undergoing two Phase III clinical trials for autoimmune diseases. Despite the company's Q2 operating loss widening to $42.3 million, its cash reserves of $1.02 billion are expected to support operations until 2028. The company anticipates full-year R&D expenditures to be between $210 million and $230 million, with key clinical trial data expected in mid-2028 and a Biologics License Application (BLA) planned for submission in 2029. Additionally, the company faces a federal court jury trial on September 8, 2026.
10:32
The move was seen as unusual and dispelled market speculation that the Bank of Japan (BOJ) would make any statements on the future direction of interest rates. Naoki Tamura is considered one of the more hawkish members of the Bank of Japan (BOJ)'s policy board.
10:31
The move expands the offerings of Schwab Crypto, which launched in May with direct access to Bitcoin (BTC) and Ethereum (ETH) trading, charging 75 basis points per transaction.
10:30
Google said the mobile industry is facing "significant hardware supply constraints," affecting device memory availability, especially posing challenges for low-cost devices. The company has launched new tools that will alert developers when apps exceed new thresholds, prompting them to optimize. Developers need to meet these memory and code optimization requirements by February 2027. Additionally, all Play Store apps must meet "zero-touch login" requirements for device migration by April 2027.
10:29
StoneCo's credit revenues jumped 153% to BRL 348.5 million, with retail deposits climbing 22.3% to BRL 10.8 billion. However, the cost of risk rose to 21.5% from 20.2% a year earlier. Brazil's benchmark Selic rate holding near 14% (higher than StoneCo's original plan) put over BRL 300 million pressure on 2026 results. Adjusted net income fell 2.6% to BRL 582.7 million, and adjusted gross margin slipped to 43.6% from 44.6%. The company's full-year adjusted gross profit guidance of BRL 6.6 billion to BRL 7.0 billion is now tracking toward the lower end.
10:27
Berkshire Hathaway became a net buyer of stocks in Q2 2026, the first time after 14 consecutive quarters as a net seller. The company bought approximately $23.5 billion in stocks and sold $3.7 billion during the quarter, with cash reserves decreasing from $397 billion to approximately $365 billion. This move by Abel was one of his largest investments in Q2. Berkshire now holds 57.3 million shares of Delta Air Lines, valued at $5.4 billion, accounting for 1.8% of its investment portfolio and making it its 13th largest holding.
10:27
IES (NASDAQ:IESC) announced plans to acquire structural steel fabricator DBM Global for approximately $650 million, its largest acquisition to date, expected to close around December 31, 2026. The company highlighted that data centers are driving its growth, with operating income for the first nine months of fiscal 2026 reaching $389 million, a 39% year-over-year increase.
10:27
Materialise (Nasdaq: MTLS) raised its full-year adjusted EBIT guidance from €10 million-€12 million to €12 million-€14 million, while maintaining its revenue guidance of €273 million-€283 million. The company's second-quarter revenue grew over 8% to €70.1 million, and adjusted EBITDA increased by nearly 16% to €9.6 million. The medical segment was the primary growth driver, with revenue increasing by over 12% and medical device revenue growing by 19%.
10:23
The London Company stated in its Q2 2026 investor letter that Credit Acceptance Corporation (NASDAQ:CACC) outperformed due to signs of improving credit performance and easing concerns about subprime borrowers from lower fuel prices. The investment management company believes CACC's investment thesis remains on track as fundamentals strengthen. CACC closed at $593.64 per share on August 26, 2026, with shares gaining 8.39% over the past month and 18.09% in the last 52 weeks.
10:22
According to 13D Activist Fund's Q2 2026 investor letter, activist investor Elliott Investment Management has built a multi-billion dollar position in Synopsys (Nasdaq:SNPS), a provider of design IP solutions for the semiconductor and electronics industries. Elliott believes that despite its strong strategic position, Synopsys is undervalued relative to its peer Cadence Design Systems, noting that Synopsys has underperformed Cadence over the past 1, 3, and 5 years, and currently trades at a P/E ratio of 28.1x compared to Cadence's 35.5x. Synopsys acquired Ansys, a leading simulation software company, for approximately $35 billion in July 2025, and currently has a market capitalization of $78.51 billion.
10:16
Dune Oil Corp (CSE:DUNE) announced the appointment of Scott Lower, previously president, as its new Chief Executive Officer. Jordan Coleman was named Chief Operating Officer, and Neil Maedel joined the board of directors. Additionally, the company has scheduled its 2026 annual general meeting for November 16, where shareholders will vote on board composition, director elections, auditor appointments, and the Long-Term Equity Incentive Plan.
10:16
Simon White points out that while France's budget crisis is escalating and its sovereign bond spreads are widening, the US's fiscal fundamentals are actually more fragile. Data shows that the US government debt-to-GDP ratio is 122% and its fiscal deficit-to-GDP ratio is 5.6%, both higher than France's 113% and 5.1%. Furthermore, the US's annual interest expenditure has already exceeded $1 trillion. He believes that if the US fails to advance fiscal consolidation in a timely manner, the dollar's reserve currency status and the "safe-haven" attribute of US Treasuries could face greater challenges.
10:15
Investors are piling into bullish options tied to Brazilian stocks, getting ready for a potential rally ahead amid signs the upcoming presidential race will be tighter than expected.

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