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News Digest /
Lukas Schmidt
Author: Lukas Schmidt
07:15am, Friday, Aug 29, 2025
Colt CZ Group (PSE:CZG) to buy control of Synthesia Nitrocellulose for 22bn CZK (~$1.05bn). Initial 51% stake via 5.5bn CZK cash + ~40% stock; deal ~8.2x 2025 core profit. Regulatory sign-off targeted end‑Q1 2026; possible bond to fund purchase.
06:46am, Friday, Aug 29, 2025
Caterpillar (CAT) slips ~3% premarket after raising its 2025 tariff hit to $500-$600M in Q3 and $1.5-$1.8B for the year. Sales outlook intact but margins nudged to the low end; Q3 update set for Oct. 29, 2025.
06:42am, Friday, Aug 29, 2025
Alibaba (BABA) is testing a domestically made, general-purpose AI inference chip to reduce reliance on Nvidia (NVDA) and TSMC (TSM), aiming to boost China cloud hardware autonomy amid U.S. export curbs.
06:35am, Friday, Aug 29, 2025
Dell (DELL) shares dip after Q2 margin miss despite surging AI-server demand. Revenue outlook raised but Q3 EPS falls short as Dell prioritizes AI order fulfillment over margins-volatility and margin-watch ahead.
06:27am, Friday, Aug 29, 2025
Judge Jia Cobb hears Aug. 29, 2025 bid to block Trump's attempt to remove Fed Governor Lisa Cook over alleged pre-office mortgage errors. Case could define "for-cause" removal, test Fed independence and roil rates-sensitive markets.
06:21am, Friday, Aug 29, 2025
Denmark cuts 2025 GDP to 1.4% (from 3%) as Novo Nordisk's GLP‑1 slowdown and US tariff-hit exports weigh; export growth trimmed to 0.9% (from 4.3%). 2026 GDP forecast raised to 2.1%.
06:16am, Friday, Aug 29, 2025
Bank of Korea: North Korea's economy grew 3.7% in 2024-the fastest since 2016-driven by heavy chemicals, mining and deeper Russia ties. Exports rose 10.8% even as total trade fell; raw-material demand and risk pricing may shift.
06:12am, Friday, Aug 29, 2025
Huawei H1: net profit fell 32% to ¥37B while revenue rose 4% to ¥427B. R&D jumped to ¥96.9B (22.7% of sales) as the firm bets on chip self‑reliance; 26.6M phones shipped, ~95% sold in China.
06:06am, Friday, Aug 29, 2025
Telecom Italia (TIT) fell ~8% after Iliad (ILD) rejected merger talks, then pared losses. Market now reprices TIT on stand‑alone cash flow, legacy fixed‑line decline and heavy leverage; watch management for asset‑sale or strategy signals.
09:31am, Thursday, Aug 28, 2025
Telomir Pharmaceuticals (TELO) +38% after Telomir‑1 preclinical data showed potent UTX inhibition and broader epigenetic activity, reversed tumor methylation and spared GCN5L2 - promising but in vivo/clinical proof still needed.
09:27am, Thursday, Aug 28, 2025
Best Buy (NYSE: BBY) Q2: revenue $9.44B, adj EPS $1.28 beat estimates; comps +1.6%, U.S. online +5.1%; management sticks to FY26 guidance $41.1-$41.9B, $6.15-$6.30 EPS amid tariff uncertainty.
09:00am, Thursday, Aug 28, 2025
UBS warns AI stocks are flirting with a dot‑com‑era bubble as US tech trades >35x P/E. Meta, Alphabet, Amazon and Microsoft plan ~$350B capex; reliance on future revenue, falling CFROI and profit concentration raise volatility risk.
08:33am, Thursday, Aug 28, 2025
Pernod Ricard (Euronext: RI) shares rose as management flagged stabilizing sales in the US and China. Pricing, premiumisation and cost discipline offset volume headwinds, making a slow recovery plausible.
08:22am, Thursday, Aug 28, 2025
Nvidia (NVDA) beat with adj. EPS $1.05 on $46.74B vs. LSEG $1.01/$46.06B, but data‑center revenue missed. Analysts mostly raised targets (Jefferies $205, JPM $215, Bernstein $225, Loop $250) and stayed bullish on AI demand.