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News Digest /
Lukas Schmidt
Author: Lukas Schmidt
02:32am, Tuesday, Aug 26, 2025
Korean Air ordered 103 Boeing jets in a record ~$50B deal, with GE engines/servicing - mainly 737 MAX 10s plus 777-9s and 787s - to modernize the fleet, integrate Asiana and boost Boeing/GE backlogs; deliveries span years.
08:16am, Monday, Aug 25, 2025
Propanc Biopharma (NASDAQ: PPCB) quietly raised $4M in August. Lead PRP IV therapy targets a Phase 1B CTA in H1 2026 (30-40 pts); Rec‑PRP pharmacology due Q1 2026. Small raise fuels headline-driven volatility and dilution risk.
07:50am, Monday, Aug 25, 2025
Apple (AAPL) favors a closed, device‑first generative AI strategy-leaning on M‑series chips, privacy and services-while rivals chase cloud models, APIs and scale, risking developer mindshare and model-driven revenue.
07:44am, Monday, Aug 25, 2025
Israel says it's prepared to back Lebanon's move to disarm Hezbollah after Lebanon endorsed a US plan. Vague mechanics raise geopolitical uncertainty - watch oil, gold, dollar, defense stocks and regional bonds.
07:39am, Monday, Aug 25, 2025
Coca‑Cola hires Lazard to review strategic options for Costa Coffee, including a potential sale to PE firms. Indicative bids due early autumn. Costa was bought in 2018 for ~ $5B and operates in ~50 countries.
07:36am, Monday, Aug 25, 2025
Mercedes‑Benz Pension Trust selling ~$346M Nissan stake (TSE:7201) at 337.5-345 yen vs 363 yen (~5-7% discount). Pricing pre‑open Tuesday, settlement Thursday - a discounted institutional block that could pressure Nissan shares short‑term.
07:25am, Monday, Aug 25, 2025
Royalty Pharma (RPRX) buys up to $950M royalty stake in Amgen's (AMGN) KRAS G12C lung‑cancer drug sotorasib (Lumakras), converting future sales into cash - a bet on trials, label expansion and pricing.
07:20am, Monday, Aug 25, 2025
Stifel lifts Nvidia (NVDA) PT to $212 (≈19% upside), citing strong GB300 demand, ~50% FP4 gains, cloud CapEx and a likely modest Q2 beat. Market bullish: 58/65 analysts buy; shares +33% YTD.
07:15am, Monday, Aug 25, 2025
PDD Holdings (PDD) beat June-quarter revenue with 103.98B yuan vs 103.34B consensus; adjusted net income fell to 32.71B yuan. Shares jumped ~12% premarket as Pinduoduo/Temu push growth amid mounting margin pressure.
06:22am, Monday, Aug 25, 2025
Porsche scraps Cellforce battery cell production, shifts the unit to R&D and cuts ~200 jobs, citing weak EV demand and lack of scale; Volkswagen to absorb tech via PowerCo. Move dents Europe's homegrown battery ambitions.
06:16am, Monday, Aug 25, 2025
Donald Trump-backed $8.9B buys 9.9% of Intel (INTC) via CHIPS Act equity, boosting stock but not solving yield, customer or execution problems. Government is largest shareholder with warrants; cash aids liquidity, not foundry tech or contracts.
06:11am, Wednesday, Aug 20, 2025
Baidu (NASDAQ: BIDU) narrowly missed Q2 revenue at 32.71B yuan, shares -2% premarket. Core online ads plunged 15% to 16.2B yuan while AI cloud grew ~34%, raising questions if cloud can offset weak ad demand.
05:49am, Wednesday, Aug 20, 2025
Claire's (CLRS) is selling its North American arm to Ames Watson (AMEW) amid Chapter proceedings for an undisclosed sum. Claire's lists ~$690M in liabilities; some stores sold, others liquidated. Court approvals pending; landlords and mall owners affected.
04:45am, Wednesday, Aug 20, 2025
Pop Mart (HK:9992) surged after H1 revenue +204.4% and net profit ~4x. "The Monsters" (Labubu) drove 4.81bn yuan. CEO eyes >20bn yuan annual revenue (>$4bn). Shares hit HK$305 (+8%). Global store rollout boosts growth but raises capex and concentration risk.