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News Digest /
Lukas Schmidt
Author: Lukas Schmidt
06:21am, Thursday, Sep 18, 2025
Roche (ROG) to buy 89bio (ETNB) in a cash tender at $14.50/sh plus a non‑tradable CVR up to $6, valuing the deal at ~$2.4B upfront and up to ~$3.5B for pegozafermin (FGF21) targeting MASH.
05:55am, Thursday, Sep 18, 2025
iZUMi Finance and Nasdaq-listed CIMG launch the $20M Upstarts Fund - an on-chain vehicle blending DeFi yield, listed-token exposure and tokenized-stock trading; includes a yield-bearing BTC DAT and CIMG's $20M stake.
05:54am, Thursday, Sep 18, 2025
SoftBank-OpenAI Japan JV delayed past its planned summer 2025 launch; management to update in Nov 2025. Delay may push revenue recognition for SoftBank (TYO: 9984) as integration, localization and long enterprise sales slow the rollout.
05:51am, Thursday, Sep 18, 2025
Goldman Sachs cut Neste (HE:NESTE) to Neutral from Buy, citing valuation - shares up ~38% YTD and ~140% from April low, trading ~10% above replacement cost. PT €17 unchanged; near-term maintenance headwinds defer upside to 2026‑27.
05:04am, Thursday, Sep 18, 2025
ABC pulled a Jimmy Kimmel Live episode after government complaints about Charlie Kirk's remarks. For Disney (NYSE: DIS) it heightens ad, regulatory and short-term volatility risks. Watch ad bookings, major advertisers and regulators.
04:37am, Thursday, Sep 18, 2025
Global survey of 36,300 finds strong demand for cross‑border cooperation but low trust in multilateral bodies. Rockefeller's $50M "Shared Future" (Wally Adeyemo) could reprice sovereign risk, shift funding to private actors and alter health, food and commodity flows ahead of UNGA.
04:32am, Thursday, Sep 18, 2025
Barry Callebaut (SIX: BARN) under pressure to cut debt as CEO says list prices rose ~63% while volumes fell ~6.3%. Negative ratings outlook, costly cocoa inventory; management in talks with banks and trimming working capital to shore up leverage.
04:01am, Thursday, Sep 18, 2025
Domino's Pizza Group (NYSE: DPZ) names Andrew Andrea as CFO from 16 Mar 2026; Edward Jamieson exits immediately, finance covered by Richard Snow. Andrea joins from C&C Group (CCR) - watch margins, franchise economics and M&A signals.
03:49am, Wednesday, Sep 17, 2025
GSK pledges $30B and Eli Lilly $5B for U.S. manufacturing to expand biologics capacity and hedge against potential import levies-part of a $350B industry onshoring push that could reshape margins, supply chains and jobs.
03:48am, Wednesday, Sep 17, 2025
Gaza City assault triggers mass displacement and humanitarian strain. Markets turn risk-off: oil, gold and bonds rise; equities fall. Defense and energy stocks gain while airlines, insurers and regional assets weaken.
03:34am, Wednesday, Sep 17, 2025
STMicroelectronics (STM) commits $60M to a Panel-Level Packaging (PLP) pilot line in Tours, France, targeting Q3 2026 start. Move signals focus on advanced packaging/onshoring; execution, ramp and labor risks remain.
03:21am, Wednesday, Sep 17, 2025
Palantir (PLTR) vs Salesforce (CRM) in federal IT: Palantir's classified analytics face Salesforce's cloud/CRM scale. Watch contract awards, revenue mix, margins and partnerships for implications on enterprise software stocks.
03:20am, Wednesday, Sep 17, 2025
Australia's Dec. ban on teen social media access has ASX banks (CBA, WBC, NAB, ANZ) trialing ConnectID with Singapore's k‑ID facial age tech to verify users. Could open revenue streams - but brings privacy, UX and regulatory risks.
03:16am, Wednesday, Sep 17, 2025
Nissan (TYO:7201) to close U.S. and Brazil design studios and trim London/Japan teams. Expect near‑term restructuring charges, medium‑term OPEX savings, but risks to regional styling and potential product launch delays.
