Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
TSMC's Q2 profit surged 77% on AI chip demand from Nvidia and Apple, with revenue hitting a record NT$1.27 trillion. Advanced nodes drove 77% of wafer revenue.
CEO Stuart Last called the first half 'exceptional' as Audioboom begins a strategic review. The company plans to discuss finances and future strategy on the call.
First Horizon reported Q1 EPS of $0.46, NIM widened 4 bps to 3.64%. The bank plans a 10% standardized RWA cut in Q2 while maintaining CET1 around 10.5%.
Ichigo's green power revenue jumped 18% in Q1, driving overall sales to ¥14.2 billion. The company held its full-year operating income guidance at ¥17.0 billion.
BlackRock raised buybacks to $550M per quarter and posted record Q2 inflows. Margin hit 44%. The higher buyback rate signals confidence in free cash flow generation.
BlackRock Q2 EPS $10.89, revenue $4.99B, AUM hits $11.7T. Full-year margin target stays at 44%. Alpha Score 61 moderate.
BASF raised its 2025 Ebitda target to at least €6.9 billion after price hikes and higher volumes, but warned a prolonged Iran conflict could hit economic activity and demand.
ANB Capital cut Q2 2026 earnings forecasts for Saudi Cement and Almarai, citing weak volumes and higher costs. SABIC's view was left unchanged.
Handelsbanken Q2 net interest income fell to SEK 10.9B from SEK 11.2B. Operating costs rose to SEK 5.8B. Net profit slipped to SEK 4.8B.
Scandic Hotels Group published its Q2 2026 earnings presentation Wednesday, July 15, ahead of its analyst call. The slides cover revenue, occupancy, and outlook.
Hunting PLC reported H1 EBITDA of about $62 million, in line with the 40:60 phasing of its full-year guidance. The oilfield services group said performance was solid.
Signature Global's net debt nearly doubled to ₹390 crore while pre-sales fell 25% to ₹1,970 crore, despite a shift to luxury homes. The company maintains a ₹25.22 billion cash position and guides for ₹10,000 crore full-year sales.
Phoenix Education Partners held its Q3 fiscal 2026 earnings call July 14. CEO Chris Lynne and CFO Blair Westblom spoke; analysts from seven firms participated.
Aehr Test Systems missed its Q4 revenue guidance by a wide margin, but a surge in bookings to $17.1 million signals a demand recovery that management says is already broadening beyond automotive into AI and silicon photonics.
Kestra Medical Technologies held its Q4 fiscal 2026 earnings call on July 14, with analysts from BTIG, BofA, Piper Sandler, Stifel, Wolfe, and Wells Fargo.
Citi posted $5.8B Q2 net income, 13% RoTCE, and a $30B buyback plan. The 2026 RoTCE target of 10%-11% reflects Basel III capital rules. Shares rose 2.8% after hours.
Goldman Sachs posted record Q2 revenue of $20.3B and expects full-year alternatives fundraising to exceed $125B. The stock's Alpha Score is 55, a Moderate rating.
Headline CPI eased to 3.5%, below the 3.6% consensus. Stocks rose on rate-cut bets. Core inflation held at 3.8%, keeping the Fed cautious.
JPMorgan beat Q2 estimates but its stock slipped after the bank flagged higher 2026 expenses. The iShares U.S. Financial Services ETF (IYG) has heavy JPM exposure and could feel the pressure.
Bufab AB's Q2 sales slipped to SEK 1.85B as European industrial demand softened, but operating margin held at 11.6%. Order intake fell 4%, signaling persistent headwinds into H2.
Margin debt hit a record $1.416 trillion in May 2026, amplifying the AI rally. Short covering, not short selling, defined the first half for AI names. The second half will test whether investors can manage the leverage they have built.
Level 1 basic pay could rise from ₹18,000 to between ₹37,800 and ₹54,000 depending on the fitment factor. Level 10 from ₹56,100 to between ₹1.18 lakh and ₹1.68 lakh.
HDFC Bank, Infosys score 48 and 57 on AlphaScala as Tata Elxsi, HCL Tech, ICICI Pru, Biocon, SpiceJet lead the watch list. Top trenders include SBI, Axis Bank, Wipro, NTPC.
Korean Air posted a Q2 net loss as cargo revenue slid 17% and the won weighed. Operating profit missed estimates. The Asiana merger awaits global clearance.
JPMorgan shares edged up 0.30% to $336.47 ahead of Tuesday's Q1 results. Goldman Sachs reports alongside, with Alpha Score 56. Earnings will test bank sector momentum.
TSMC's Q2 revenue hit a record T$1.27 trillion, up 36% on AI demand. Earnings due Thursday will update the outlook for the rest of the year.
DMart's Q1 profit rose 12.8% to ₹936 crore, but revenue growth of 15.2% missed expectations. Citi and Goldman cut targets as metro same-store sales stall under quick-commerce pressure.
HDFC Bank Deputy MD Kaizad Bharucha earned ₹17.14 crore in FY26, topping CEO Sashidhar Jagdishan's ₹15.13 crore. Rangan got the biggest fixed pay hike.
TSMC reported a 67.9% year-on-year rise in June revenue to NT$442.68 billion, fueled by AI chip demand. First-half revenue hit NT$2.4 trillion. Shares rose 1%. Earnings due July 16.
Potato farmers get ₹2-2.50/kg more via FPOs as Zepto and Blinkit bypass intermediaries. The model runs on thin margins but cuts waste. Zepto's IPO filing details the approach.