The investment bank highlights several Chinese semiconductor firms set to benefit from surging AI datacenter demand and the country's technology localization efforts, according to a new analyst report.
The German chemical company raised its full-year profit forecast despite lowering its sales outlook, after second-quarter earnings significantly beat analyst expectations.
The telecommunications infrastructure company raised its 2026 and 2027 earnings outlook after adding more than double the expected number of tenancies in the second quarter, driven by strong performance in key African markets.
The Italian bank reported a second-quarter net profit of €181 million, surpassing analyst forecasts, driven by a 14% year-over-year increase in net interest income. The company also provided an upgraded outlook for 2026.
As the Bank of Japan is expected to continue raising interest rates, analysts highlight that major financial institutions like MUFG, Dai-ichi Life, and Sompo Holdings are set to benefit from improving margins and investment yields.
Shares of the Chinese AI hardware supplier dropped as much as 10% in their Hong Kong trading debut, as a global sell-off in technology stocks overshadowed the city's largest IPO since 2019.
Engineering firm Arcadis NV raised its full-year 2026 revenue forecast after reporting 2.2% organic net revenue growth and a 13.5% surge in order intake for the second quarter, resulting in a record project backlog.
The French specialty materials firm reported a 1.3% rise in Q2 sales to €2.42 billion and a 7.4% increase in EBITDA, expanding its profit margin to 16.1% by successfully passing on higher raw material costs to customers.
The Swiss travel retailer posted first-half revenue of CHF 6.45 billion, with profitability impacted by Middle East disruptions and start-up costs for new airport operations.
