Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
ASX 200 rises 0.3% as RBA holds rates. Life 360 drops 15% despite earnings beat. Austal jumps 15% on Hanwha US shipbuilding deal. Gold above $4,400.
Brent crude cleared a key Fibonacci retracement Monday as Hormuz talks stalled on the same compensation dispute that broke a prior deal. Traders see a retest of $102 if $92.87 breaks.
Limited Jones Act waiver lets foreign tankers move refined fuel along U.S. coast, but only specific products and routes. Impact on Northeast heating oil supply expected to be modest.
Milky Mist Dairy IPO opens at ₹133-140 per share. SBI Securities and Anand Rathi recommend Subscribe. The ₹1,553-crore issue closes Thursday. Proceeds for debt repayment and expansion.
Pilbara Minerals reported FY24 revenue of $1.254 billion, up 92.5% per year since 2021, as spodumene prices fell from 2022 peaks. ROE of 7.7% lags the sector.
BSE replaces Wipro in Nifty 50 from Sept. 30. TCS and HCLTech flag data-safety probes. Lupin wins U.S. FDA approval for a hyperkalemia drug. Lemon Tree signs two hotels.
Kuniko spent $1.5m to take a 51% stake in Impact Minerals' NSW gold-silver-copper project 12 months ahead of schedule. Phase 2 drilling is under way.
SGH has spent nearly $1b on the Crux LNG project off WA, a sign of its commitment to the Shell-operated gas field. First gas is expected in 2027.
Fortuna Mining paid $200M cash for the Bambadji gold project in Senegal, consolidating 60 km of strike next to its Diamba Sud project. Drilling starts Q3.
CRC reported a solid Q2 driven by drilling efficiency gains and synergy capture, with advances in carbon management and two midstream deals, CEO Francisco Leon said.
Caledonia Mining Q2 gold output rose 18% QoQ, revenue hit $76M, EPS $1.36. Bilboes feasibility advances; Motapa maiden resource due in four weeks.
TotalEnergies underperformed in Q2 as weaker crude and natural gas prices hit earnings. Antipodes Global Strategy cited easing geopolitical tensions, slowing growth, and OPEC+ supply increases. The stock closed at $85.83 on Aug. 7.
Helus Pharma CEO Michael Halstead will discuss the company's Phase 3 MDD program at the Canaccord Genuity Growth Conference on Aug. 12 at 12 p.m. EDT.
Exxon's 43-year dividend streak and integrated model offer income stability, while Devon's variable payout ties returns directly to crude prices.
BSE enters India's benchmark Nifty 50, replacing Wipro after a 6-month average free-float market cap of ₹1.4 lakh crore. The reshuffle triggers passive fund rebalancing by September 29.
Survey of managers holding $10 trillion: central banks plan to move 7% of reserves out of dollars, with 61% seeing gold at $5,000-$6,000 by 2027.
Abdo, who helped Germany replace Russian gas, will lead the UK's largest LNG import terminal starting October, the company said Monday.
Natural gas opened higher Monday as traders priced in increased US LNG exports to Europe via Qatar, with the October contract drawing seasonal demand expectations. The 50-day EMA sits at $2.92.
Hudbay Minerals appoints Bilfinger CEO Thomas Schulz to its board. The mining veteran brings 25+ years of experience to oversee copper growth projects.
Quebec's $500,000 grant to NioBay funds hydrometallurgical processing of 140 tonnes from Crevier deposit, targeting niobium and tantalum oxides for batteries, superalloys and defense.
SGL Carbon's first-half revenue dropped 13% to EUR 394 million after closing two carbon fiber plants. The German company now focuses on graphite and composites.
Chevron, Enbridge, and EOG Resources have never cut dividends despite oil crashes. Chevron yields 3.8% after 39 years of increases. Enbridge relies on fee-based pipelines. EOG funds growth from cash flow. AlphaScala ranks CVX at 44, EOG at 67.
Sensex rose 43 points; crude jumped 1.1% to $84.47 with Strait of Hormuz uncertainty weighing. FIIs bought Rs 480 crore. US inflation data looms.
Origin Agritech (SEED) deploys Kingdee AI Cloud ERP across finance, supply chain, and manufacturing. Phase 1 go-live targeted for November 2026. The eight-month, two-phase implementation replaces fragmented legacy systems and builds the internal control and data infrastructure required to scale the company's expanding commercial seed portfolio.
Rio Tinto's H1 2026 earnings rose 43% to $6.9B on AI-driven metals demand. Forward PE of 11.57x and 4.85% yield compare favorably with BHP. Full-year results due February 2027.
The Pentagon lent $400M to Sunrise Energy Metals for the world's first scandium mine. Production starts late 2028. The stock jumped 29%.
In a blistering speech, a former Fed chairman calls the Federal Reserve Act a cartel and argues gold is the only way to stop monetary inflation, warning the dollar is doomed.
IPC bought back 72,282 shares across TSX and Nasdaq Stockholm. All will be cancelled. Remaining buyback capacity: 6.47 million shares through Dec. 4.
State utility Jirama will take delivery of diesel from a tanker arriving in Toamasina this week, ending a private-sector monopoly on fuel imports dating to 2000.
China crude imports fell 24% in July as Hormuz attacks cut Middle East supply by 5M bpd. Natural gas eyes $2.81 resistance ahead of EIA outlook.