Business news
306 stories · latest 31 Aug 2026
Growth above forecasts despite the oil shock supports loan demand for banks and order flows for capital goods and construction companies tied to investment, which grew nearly 12%. Slower private consumption and weak…
Signalling a possible hike ahead of the November midterms put rate-sensitive sectors in focus, from banks' funding costs to homebuilders, mortgage lenders and long-duration technology stocks. Warsh also argued AI could…
Advertising is the main revenue line for listed Indian broadcasters, publishers and internet platforms, and for the agencies that place campaigns. A new ad seller with a user base in the hundreds of millions competes…
Nvidia's sales are the clearest read on AI infrastructure spending, so its guidance matters for foundry partner TSMC, memory makers such as SK hynix and Micron, and server and networking vendors that build around its…
Agentforce at more than $1.5 billion of annual recurring revenue is one of the clearest disclosed figures for what enterprises pay for AI agents, though it is still a small part of a company guiding to $46.1-46.4…
Italy now has competing consolidation plans that decide who controls MPS, Banco BPM and Banca Generali, and with them the Mediobanca holding that gives influence over Generali. Shareholders of MPS, Banco BPM and Banca…
Walmart is the largest US retailer and grocer, so its quarter is the broadest single reading of household spending on everyday goods. Growth came mostly from more visits and from online orders, with comparable sales…
Retail sales are the monthly read on revenue for listed store chains, e-commerce companies, carmakers and dealers, and restaurant groups. July's fall was concentrated in online and vehicle purchases, the larger and…
At $60 billion, the Cursor purchase is among the largest prices paid for an AI application company and puts a listed buyer, SpaceX, in direct competition for AI coding revenue with Microsoft's GitHub Copilot, Anthropic…
Promoter-group sales add free float and near-term supply in UltraTech shares, but heavy mutual fund buying shows domestic institutions absorbing it, and the stake sold is a small part of the promoter group's holding…
The round prices privately held Databricks at $190 billion, about 27 times its $7 billion revenue run-rate and 42% above the $134 billion set in February. The $5 billion comes from investors including Coatue…
CoreWeave rents Nvidia-based computing to AI developers, and its accounts show the financing behind that model: $6,422 million of equipment purchases in a quarter that produced $2,575 million of revenue and a $626…
The price floor sets a minimum cost for imported solar hardware. That protects US makers of polysilicon, wafers, cells and modules from cheaper imports, and it raises equipment costs for the companies that buy panels…
A shrinking payroll count alongside inflation above 3% sharpened the Fed's dilemma between supporting jobs and containing prices. Weaker hiring hits consumer-facing retailers and restaurants through slower income…
Wholesale power is revenue for generators such as EDF's listed peers, Iberdrola, Enel, RWE and Engie, with the split depending on what each runs: nuclear output curbed by river temperatures cannot capture high prices…
Storage levels going into winter shape European gas and power prices. Gas-fired generators and energy retailers buy the fuel; chemicals, fertiliser, glass and steel producers use it as feedstock and process heat, so it…
A price below book value is a marker of where smaller US homebuilders were being valued while mortgage rates stayed high. The deal continues consolidation in the sector, where scale lowers land, labour and materials…
Rheinmetall is the largest listed German defence contractor, and its order intake reflects the rise in European defence budgets that also feeds BAE Systems, Leonardo, Thales, Saab, Hensoldt and Renk. The exposure is…
Versus June, the RBI lifted its growth forecast from 6.6% and trimmed inflation from 5.1%, but a projected 5.9% peak in October-December leaves the MPC little room to ease, so the policy rate that anchors bank lending…
The amount of longer-dated debt the government sells feeds into Treasury yields, and those yields are the base for mortgage rates, corporate bond pricing and bank funding. Unchanged coupon sizes mean extra borrowing is…
The deal puts a takeover price on European logistics and data-centre property, a valuation marker for listed peers such as Tritax Big Box, LondonMetric, Warehouses De Pauw, CTP and VGP. It would also take one of the…
Novo Nordisk is among the largest companies listed in the Nordic region, so its guidance carries weight in European health-care indices on its own. The exposure is US obesity-drug volumes and net prices after rebates…
The report says fuel-price volatility is the main concern across European airlines and that British Airways owner IAG and Air France-KLM are also trimming capacity despite extensive hedging. The exposure is jet fuel…
AMD's $6.7 billion of data-centre revenue is small beside Nvidia's, but a 107% growth rate and an Anthropic commitment of up to 2 gigawatts of MI450 GPUs show large AI buyers adding a second chip supplier. For AI labs…
The levy takes a larger cut of what refiners earn on diesel and jet-fuel exports, nudging more product into the domestic market where pump prices are controlled. Refiners that ship a large share of output abroad take…
From 2 August the Commission can act against providers of general-purpose AI models sold in the EU, a group that includes US developers such as OpenAI, Anthropic, Google, Meta and Microsoft as well as Europe's Mistral…
Palantir is one of the few listed software companies reporting AI-driven revenue growth near 100%: $1.935 billion in the quarter, with US businesses paying $764 million and the US government $809 million. The $2.132…
The two largest US oil companies show how the Hormuz disruption passed through the Energy sector: higher crude prices lifted production earnings and wider margins lifted refining earnings at the same time. Other US…
Aggregate output is a broad gauge of domestic demand for European companies that sell mainly at home: banks through loan demand and credit quality, retailers and leisure groups through household spending, and…
Shell opened the oil majors' reporting round, and its drivers apply across BP, TotalEnergies, Eni, Equinor and Repsol: realised oil and gas prices on the upstream side and refining utilisation and margins downstream…
Bank Rate feeds directly into the pricing of UK mortgages and business loans. Lenders such as Lloyds, NatWest and Barclays are exposed through net interest margins and deposit costs; housebuilders and listed landlords…
Amazon's capex plan of $220 billion for 2026, $20 billion more than before, is the largest single-company figure among the cloud providers and turned free cash flow to negative $7.6 billion from an $18.2 billion inflow…
The release gives two different readings for listed companies. Private demand, the part that drives sales at retailers, travel firms, manufacturers and lenders, grew 3.9%, faster than the headline. The slowdown came…
Three dissents in favour of a hike signalled that the debate inside the Fed had moved from cuts to increases. That pushes up short-term funding costs and Treasury yields, which matters for banks' deposit costs…
Meta funds its AI build-out from advertising cash flow rather than cloud contracts, and the quarter shows how much of it that now absorbs: $31.08 billion of capex left $784 million of free cash flow on $60.80 billion…
Microsoft's $35.8 billion of quarterly additions to property and equipment, about twice the year-earlier figure, is paid to chip, server and data-centre suppliers. What it earns in return shows in the $678 billion of…
LVMH is the largest listed luxury group, and its regional and category split is used as a reference for Kering, Hermès, Richemont, Burberry, Moncler and Swatch. The exposure is through the same demand pools: Chinese…
The rate keeps India's tariff at roughly the 10% it paid under the temporary levy and below the 12.5% charged to 43 other economies, so the immediate cost change for exporters is limited. Labour-intensive exporters to…
Volkswagen is Europe's largest carmaker, and its numbers describe conditions shared by BMW, Mercedes-Benz, Stellantis and Renault and by parts suppliers whose volumes follow its production plans. The exposure is…
Google is US-listed, so the fine itself does not fall on a European company. The European exposure is indirect: listed price-comparison, travel-booking and classifieds groups depend on Google search for customer…
The new duties apply to imports from 60 trading partners, including the EU, so retailers, apparel and footwear brands, consumer-electronics sellers and manufacturers that rely on imported parts keep paying a broad…
The deposit rate anchors what euro-area banks earn on reserves and how variable-rate loans reprice, so the pause after June's increase left bank net interest income, mortgage costs and corporate refinancing costs where…
An 8.2% AI share of $5,082 million implies a little over $400 million of AI revenue in the quarter for India's second-largest IT exporter, which gives investors a figure to set beside TCS's $2.6 billion annualised…
SAP is paying for AI capability out of this year's profit: the two acquisitions take more than €100 million off its 2026 operating profit outlook, now €11.8-12.2 billion. Against that, a current cloud backlog of €22.9…
Alphabet's capex guidance of up to $205 billion for 2026 is money paid largely to chip, server, networking and construction suppliers, and the $44.9 billion spent in one quarter was enough to turn free cash flow to…
The tariffs raise landed costs for US importers and sellers of the covered goods, including furniture retailers, beverage distributors and buyers of Canadian cement, and risk Canadian retaliation against US exporters…
Gilt yields set the base for UK borrowing costs. Banks and insurers are exposed through their bond holdings and through mortgage and annuity pricing; housebuilders and property companies through mortgage rates and the…
Ryanair is Europe's largest low-cost carrier by passengers, so its fares and fuel bill are a read on the short-haul market that easyJet, Wizz Air and the low-cost arms of IAG, Lufthansa and Air France-KLM also sell…
Reliance is one of the largest index weights, so its results move the benchmarks. Higher crude prices inflated O2C revenue and the 17% rise in that unit's EBITDA shows refining earnings holding up through the West Asia…
Carbon allowances are a direct cost line for European steelmakers, cement and chemicals producers, refiners and fossil-fuel power generators, so the pace of the cap and the amount of free allocation feed straight into…