North America:

  • Nvidia's upcoming earnings report is a key focus for markets amidst uncertainties.
  • Gilead Sciences will acquire Arcellx for $7.8 billion, offering $115 per share in cash and contingent value rights.
  • Honeywell reduces the purchase price for Johnson Matthey's Catalyst Technologies to £1.33 billion and extends the milestone deadline.
  • PENN Entertainment settles a proxy fight with HG Vora by appointing three new independent directors.
  • Goldman Sachs raised its Q4 2026 Brent and WTI crude price forecasts to $60 and $56 respectively.
  • Merck & Co. restructures its Human Health division into two business units, including a separate cancer division.
  • Delta Air Lines is experiencing minor departure delays at some hub airports due to slower-than-normal systems.
  • F&G sells its life reinsurance arm for $1.9 billion to establish a new company.
  • IQM Quantum Computers announces plans to list shares in the US through a merger with the SPAC Real Asset Acquisition Corp.

Europe:

  • Novo Nordisk shares plummet after its obesity drug CagriSema fails to outperform Eli Lilly's tirzepatide in trials.
  • Enel approved a €53 billion investment plan for 2026-2028, increasing spending by €10 billion.
  • Rolls-Royce Holdings will announce a share buyback worth over £1 billion alongside its annual results.
  • Exosens reports FY 2025 revenue of €468.2 million and net profit of €70.2 million, surpassing targets.
  • Catena's Q4 earnings report highlights growth prospects in property development and acquisitions.
  • Smiths News PLC shares drop after a warning notice from the UK Pensions Regulator regarding potential liabilities.

Rest of the world:

  • IDFC First Bank disclosed a $65 million fraud involving government-linked accounts, leading to a forensic audit.
  • Arabian Pipes reports a fiscal year net profit of 110.47 million Riyals.
  • Praemium Ltd reports first-half net income of AUD 9.9 million and revenue of AUD 56 million.
  • Capricorn Energy forecasts 2026 production of 18,000-22,000 boepd, supported by its Egyptian operations.
  • DBS Group and Granite Asia closed a $110 million AI-focused IPO fund exclusively for wealth clients.
  • Lendlease Group reports a first-half loss driven by investment property revaluations and impairments.
  • Ampol reports an 83% increase in full-year profit, with FY net income of AUD 429 million and FY revenue of AUD 31.4 billion.