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News Digest /
Lukas Schmidt
Author: Lukas Schmidt
08:15am, Thursday, Aug 28, 2025
BURL +7% after Q2 beat: adj. EPS $1.72 vs $1.29, revenue $2.71B, comps +5%. Company raised FY adj. EPS to $9.19-$9.59; gross margin +90bps; plans ~100 net new stores and $1.69B liquidity.
07:36am, Thursday, Aug 28, 2025
Dick's (DKS) Q2 beat-adj. EPS $4.38, revenue $3.65B; comp sales +5%. Raised FY comp-sales and EPS guides but issued slightly light revenue outlook. Foot Locker (FL) deal nears close-integration risks could fuel volatility.
07:08am, Thursday, Aug 28, 2025
Robotaxi race: Tesla (TSLA) bets on camera-driven neural nets for fast, low-cost scale; Alphabet/Waymo (GOOGL) uses LIDAR, HD maps and city-by-city rollouts. Execution, regs and unit economics will drive valuations and market winners.
08:48am, Wednesday, Aug 27, 2025
BioXcel (NASDAQ:BTAI) +10% after SERENITY at‑home Phase 3 met its primary safety endpoint for BXCL501 (120μg), supporting a planned sNDA in Q1 2026 to expand IGALMI to at‑home use and boosting US episode estimate to 57-77M.
08:44am, Wednesday, Aug 27, 2025
Abercrombie & Fitch (ANF) Q2 revenue +7% to $1.21B, GAAP net income $141M, adj EPS $2.32 vs $2.30. Hollister +19% while Abercrombie -5% (comps -11%). Guidance raised to +5-7% revenue, EPS $10.00-$10.50; new NFL deal.
08:23am, Wednesday, Aug 27, 2025
Kohl's (KSS) surges >20% after Q2 beat: adj. EPS $0.56 vs $0.29, revenue $3.35B vs $3.32B. Comp sales -4.2%, inventory down 5%, tightened sales outlook. Interim CEO Bender cites progress amid multi-year revenue decline.
08:04am, Wednesday, Aug 27, 2025
Premarket movers: NVDA +0.6% ahead of earnings; KSS +16% raises FY outlook; MDB +30% on beat/strong guide; SJM -5% on weak profit outlook. Earnings-driven gaps spike volatility, flows and option activity.
03:36am, Tuesday, Aug 26, 2025
Revolution Beauty (REVB): Tom Allsworth Returns - Shares Drop 8.6% Despite Debenhams & Minto Backing
Revolution Beauty (LSE: REVB) reappoints Tom Allsworth as CEO as interim Colin Henry steps aside. Debenhams, Allsworth and investor Minto back shareholder resolutions. Shares slid about 8.6%, highlighting near‑term volatility.
03:31am, Tuesday, Aug 26, 2025
Fortescue (ASX: FMG) FY profit tumbles 41% to A$3.37bn as iron‑ore prices slide; revenue -15% to A$15.5bn, underlying EBITDA -26% to A$7.94bn. Record shipments 198.4mt, C1 A$17.99/wmt. Final div A$0.60; shares -3.9%. Guidance 195-205mt.
03:25am, Tuesday, Aug 26, 2025
Hyundai (KRX:005380) boosts U.S. investment to $26B through 2028 (+$5B), pledging ~25,000 jobs and a U.S. robotics plant (30,000 units/yr). Move deepens local production and supply‑chain control but raises near‑term capex and margin risk.
03:20am, Tuesday, Aug 26, 2025
Sidara cuts takeover bid for John Wood Group (LON:WG) to 30p a share (~£207.6m); Wood board "minded to recommend" if formalized. Financing aligned; Takeover Panel deadline Aug. 28. Shares suspended, down ~72% YTD amid accounting woes.
03:17am, Tuesday, Aug 26, 2025
British American Tobacco (LON: BATS): CFO Soraya Benchikh leaves immediately; Javed Iqbal returns as interim CFO while a permanent successor is sought. H1 results beat forecasts and U.S. sales grew for the first time in 3 years.
03:13am, Tuesday, Aug 26, 2025
Apple (AAPL) is pacing on AI-favoring on‑device privacy and polished rollouts-while MSFT, NVDA and GOOGL sprint cloud‑first. Apple's scale and services cushion risk, but caution could cede developer mindshare and AI revenue.
03:07am, Tuesday, Aug 26, 2025
U.S.-Russia talks floated reviving big energy projects - Exxon returning to Sakhalin‑1, U.S. kit for Arctic LNG‑2 - signaling potential sanction easing that could roil Exxon, Rosneft, Novatek and drive market volatility.
