News Digest / Lukas Schmidt

Author: Lukas Schmidt

08:38am, Friday, Jan 09, 2026
Kepler Cheuvreux trims BE Semiconductor (BESI) outlook to Hold, citing hybrid bonding gains already priced in and cautious views on near-term earnings and market share growth.

08:33am, Friday, Jan 09, 2026
Wingtech, owner of Nexperia's China unit, focuses on local wafer sourcing and packaging expansion after supply hiccups from Dutch parent sparked chip shortages globally.

08:25am, Friday, Jan 09, 2026
BMW's Q4 2025 sales dropped 4.1%, dragged down by declining demand in the US and China despite European growth. EV sales also fell significantly.

07:50am, Friday, Jan 09, 2026
California, Colorado, Illinois, Minnesota, and New York challenge Trump's freeze of over $10B in federal childcare and family aid, citing lack of proof of fraud and constitutional concerns.

07:25am, Friday, Jan 09, 2026
Elon Musk's xAI plans to pump over $20 billion into a new data center in Mississippi, aiming to boost AI computing power and rival rivals like OpenAI. Operations slated for early 2026.

06:53am, Friday, Jan 09, 2026
Disney's CEO Bob Iger meets China's Vice Premier Ding Xuexiang to discuss expanded investment as Beijing eases threats on Hollywood film restrictions despite ongoing trade frictions.

08:27am, Thursday, Jan 08, 2026
American Electric Power (AEP) inks a $2.65 billion deal to secure solid oxide fuel cells, pushing forward its move into fuel cell power generation with a big-ticket purchase.

08:23am, Thursday, Jan 08, 2026
Jefferies downgrades major European staffing firms Adecco, Randstad, and Hays, citing weak hiring demand and margin pressure across key markets including the UK and continental Europe.

08:21am, Thursday, Jan 08, 2026
Shares of Soho House (LON: SHCO) drop 12% after MCR Hospitality Fund announces inability to fully fund $200M stake, prompting search for new financing ahead of a crucial stockholder meeting.

08:17am, Thursday, Jan 08, 2026
Nestlé's stock takes a hit following a recall of select baby formula products in China, after similar issues prompted a European recall. The company complied swiftly, but shares felt the pressure.

08:15am, Thursday, Jan 08, 2026
Vitol and Trafigura are in discussions with the US government regarding the marketing of Venezuelan crude, signaling potential shifts in oil trade dynamics as US seeks control following political upheaval.

08:13am, Thursday, Jan 08, 2026
Alphabet surged 65% in 2025, driven by AI advances. Cantor Fitzgerald upgrades the stock, boosting targets amid easing regulations and AI-powered growth across search and cloud.

08:12am, Thursday, Jan 08, 2026
HSBC forecasts gold prices may soar to $5,000 an ounce in the first half of 2026 amid geopolitical tensions and rising debt, while warning of possible price corrections later in the year.

08:09am, Thursday, Jan 08, 2026
The US captured two oil tankers connected to Venezuela and Russia, escalating President Trump's push to control oil flows and revive Venezuelan oil production amid tense geopolitical clashes.

08:07am, Thursday, Jan 08, 2026
After a 74% surge, JPMorgan downgrades Alcoa (NYSE: AA), eyeing risks from rising Chinese inventory and Indonesian supply that suggest aluminum prices may have hit a plateau.