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News Digest /
Lukas Schmidt
Author: Lukas Schmidt
11:40am, Tuesday, Sep 09, 2025
Strive Health raises $550M - $300M Series D led by NEA and $250M debt arranged by Hercules. CVS among investors. Funds to scale AI-driven, value-based kidney care, expand multispecialty partnerships and analytics.
09:50am, Tuesday, Sep 09, 2025
Anglo American (AAL) and Teck Resources (TECK) to merge into Anglo Teck in an all‑share deal, creating a copper-focused group with market cap >$53B; Anglo 62.4%/Teck 37.6%, $4.5B special dividend, $800M savings by year 4; 12-18m approvals.
09:32am, Tuesday, Sep 09, 2025
Barclays raises Oracle (ORCL) PT to $281 (from $221), ~18% upside, citing a ~$30B contract that could lift RPO/multi‑year ARR. Q1 report after close (consensus EPS $1.48, rev $15.04B); CapEx, OCI/Autonomous DB details key.
09:19am, Tuesday, Sep 09, 2025
Cenovus (CVE) will sell its 50% stake in WRB Refining LP to partner Phillips 66 (PSX), giving PSX full control. Transaction via subsidiaries aims to close ~Q3 2025; proceeds boost Cenovus cash and shift refining results to Phillips 66.
09:16am, Tuesday, Sep 09, 2025
Unilever (ULVR) to spin off Magnum‑led ice‑cream group (Magnum, Ben & Jerry's, Wall's) mid‑Nov, keeping <20% stake. Targets 3-5% annual organic growth from 2026. 2024: €7.9bn revenue, €1.2bn adj. EBITDA, ~2.4x net debt.
08:42am, Tuesday, Sep 09, 2025
Nebius (NASDAQ: NEBS) surged after Microsoft (MSFT) signed a commercial cloud deal, boosting Azure integration and distribution prospects. Rally may be narrative-driven; watch filings, Azure marketplace status, customer wins and volume/option trends.
08:38am, Tuesday, Sep 09, 2025
Seoul seeks permission to return ~300 S.Koreans after 475 were detained in a US immigration raid at the $4.3B Hyundai-LG Energy Solution battery plant. Detentions paused construction/travel and raised operational and diplomatic risks.
06:52am, Monday, Sep 08, 2025
Stellantis (STLAM) drops 2030 all‑EV sales target, calling EU 2035 rules unrealistic. Market reaction muted; move raises capex, supplier and product‑mix questions as investors await the "Dare Forward" plan.
06:31am, Monday, Sep 08, 2025
Jefferies cautions on Adyen (ADYEN) after a NY FinTech meeting-tariff changes, soft Europe and sales conversion risk 2026 targets. Models 21% rev for 2025, ~23% for 2026; reiterates Buy with €1,835 PT (~32% upside).
06:23am, Monday, Sep 08, 2025
ConocoPhillips (COP) will cut 20-25% of staff (~2,600-3,250 jobs). State notice filed; alerts may start Nov. 10 and separations begin week of Dec. 1, 2025. Impacted employees get 60 days' notice. Shares ~$95.70 (+1%).
06:20am, Monday, Sep 08, 2025
#NicolasQuiPaie viral on X turns France's pension funding fight into a millennial‑vs‑boomer flashpoint, raising political risk ahead of PM Bayrou's Sept 8 confidence vote. Traders watch French yields, banks (BNP/SG/ACA), insurers (AXA), retailers, real estate.
06:18am, Monday, Sep 08, 2025
Broadcom (AVGO) rallied as clearer revenue visibility, durable software cash flow and stronger data‑center demand boosted margins, FCF and buybacks. Options activity rose; watch cloud capex and the next quarterly cadence.
06:17am, Monday, Sep 08, 2025
Airbus (AIR) delivered 61 jets in Aug, 434 YTD (-3%). Gross orders 600 (net 504) including Avolon's 90‑plane firm deal and 7 A350‑1000s. To hit 820 needs 386 in 4 months (~97/mo); engine/seat bottlenecks risk timing.
06:15am, Monday, Sep 08, 2025
Temenos (SIX:TEMN) fell ~12% after CEO Jean‑Pierre Brulard was ousted; CFO Takis Spiliopoulos named interim. Board seeks a CEO with deeper core‑banking software expertise; 2025/2028 guidance reiterated amid trading volatility.
