Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
India has secured LNG supplies through September by tapping US, UAE and Angola after Iranian attacks on Qatar's Ras Laffan. Winter demand from Europe could tighten supply, pushing Asian spot prices higher.
Hartley and Beker, both TSX Venture-company directors, replace Dumond. The board re-formed its audit committee with Hartley as chair.
More than 270 companies reported Q2 earnings July 30. 57 stocks beat estimates. Energy and biotech led the largest dollar surprises, with InterDigital, Regeneron, and Amazon posting outsized beats.
Chevron earned $2.70 a share in Q2, beating the $2.63 consensus, as record Permian production and a 14% capex cut offset a 40% downstream profit slide. The October board meeting is the next catalyst for the dividend.
Corteva beat Q2 estimates on seed strength but cut full-year guidance as its crop protection unit faces weak demand. The split between a resilient seed franchise and a struggling chemicals business leaves the stock with a Mixed Alpha Score of 55.
Questerre Energy's PX Energy oil shale facility in Brazil is shut for emergency maintenance after a furnace pipe failure. The company expects 3-4 weeks of downtime and C$1.5M in direct costs.
Patterson-UTI Energy's Q2 earnings call drew nine analyst firms as CEO Hendricks and CFO Smith took questions. Financial results not detailed in opening remarks.
Eastman Chemical (EMN) held its Q2 2026 earnings call July 31. CEO Mark Costa and CFO William McLain discussed quarterly results. Alpha Score 46 points to mixed sentiment on the stock.
Pembina Pipeline Corp. held its Q2 2026 earnings call Thursday. Management flagged forward-looking risks. Alpha Score 55/100. Full transcript pending.
The Hunt family controls $25.6B in assets from Hunt Oil to the Kansas City Chiefs. Their energy holdings span oil, gas, and real estate — and remain largely private.
Enbridge Q2 profit rose to C$0.58/shr on record gas backlog and higher Mainline volumes. The company sees a C$5B-C$6B pipeline of projects entering service over three years.
The White House directs billions in research funds toward AI and away from universities, threatening $200B in annual R&D spending and reshaping the post-WWII science model.
Imperial Oil's Q2 earnings call emphasized forward-looking risks and non-GAAP measures. The company's Alpha Score stands at 49, a Mixed rating.
Huntsman missed Q2 estimates by 6 cents a share and cut full-year EBITDA guidance to $175M-$205M, blaming a polyurethanes recovery that has not materialised. The CEO said destocking has not ended and demand is still weak.
Éric Martel says Canada's observer status in the Global Combat Air Programme could let the business jet maker learn, contribute engineering support and eventually enter a new defence segment.
Aperam reported Q2 EBITDA of EUR 159 million, up 77% sequentially, its strongest quarterly performance since 2022. CEO Sivaji cited transformation progress.
A comparison of two top MLP ETFs shows AMLP's 7.3% yield comes with a tax drag that has led to weaker long-term returns. MLPX's lower fees and structure deliver better total results.
Silver's crash from $115 to $58 has hit producers like First Majestic and Pan American Silver, even as AI data center demand grows. Next earnings reports on Aug. 6 and 12 will test the read-through.
Cameco held its Q2 2026 earnings call July 31. Alpha Score 47 signals a mixed outlook for the uranium producer. Analysts from Goldman Sachs, Scotiabank, and BMO joined the Q&A.
U.S. trade deficit narrowed to $101.5B in June. Steel imports fell, boosting Nucor's net income 92% while retailers like Lowe's paid the price as consumer sentiment hit 44.8.
Trump added five statues, gold furnishings, and portraits of himself to the White House, including a painting of his response to the Butler assassination attempt.
State Bank of India's perpetual bond sale attracted strong institutional demand, setting a benchmark for other lenders to issue AT1 paper as oil and Treasury yields pressure Indian bonds.
Malabar Gold & Diamonds becomes one of the first Indian jewellers to export to the UK under the India-UK trade agreement, gaining a tariff advantage and a path to 30 new showrooms in Western markets.
Balchem's three segments all delivered double-digit revenue growth in Q2 2026, driving record net sales of $284M and adjusted EBITDA of $77.9M. The company sees momentum continuing.
Gold trades near $4,050 after a 28% drawdown from January's record. Central bank buying and fair-value support create a buy-the-dip case, but a hawkish September FOMC poses the biggest risk.
Linde Q2 adjusted EPS of $4.50 beat estimates. The gas backlog hit a record $8.1B on a new electronics contract. Full-year guidance calls for EPS of $17.70 to $17.90.
The ASX 200 closed above 9000 for the fourth straight month, driven by copper miners and Microsoft's record gain. June inflation cooled, keeping rate hold bets intact.
India's crude import bill hit $49.66 billion in Q1 FY27, the highest on record, as the West Asia conflict pushed prices to $114/bbl in April. PPAC data shows import dependence at 89.1%.
Equinox Gold closes Orla Mining merger, creating a North American senior gold producer with 1M+ oz guidance. CEO Darren Hall to retire by Oct 2026, Jason Simpson to take over.
Valero Energy posted second-quarter results Tuesday before its earnings call. The refiner's Q2 report and supplemental tables are available online. Alpha Score of 56.