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2026 U.S. Insurance Investments Market Report: A Regulatory Redesign

2026 U.S. Insurance Investments Market Report: A Regulatory Redesign

The 2026 US Insurance Investments Market Report, newly released by S&P Global Market Intelligence, tracks the evolution of the property and casualty and life sectors' asset allocation strategies through the end of 2025. Total cash and invested assets across both sectors climbed to approximately $8.68 trillion at year-end 2025, with life general accounts reaching $5.97 trillion (a 6.2% increase) and P&C industry totals advancing 8.1% to $2.71 trillion.

منبع: Seeking Alpha
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منبع: Reuters خبرگزاری
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Thyssenkrupp in advanced talks to adjust funding for €3 billion green steel plant

Thyssenkrupp in advanced talks to adjust funding for €3 billion green steel plant

Thyssenkrupp is in advanced talks to adjust the funding framework for ​its new green steel plant in ‌Duisburg to reflect the changed economic environment, its finance chief said.

منبع: Reuters
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منبع: Bloomberg Markets and Finance خبرگزاری
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Europe's Heat Wave Disrupts Key River Shipping Route

Europe's Heat Wave Disrupts Key River Shipping Route

Water levels on the Rhine river at Kaub, Germany, have fallen to the lowest since records began in 1880, and could drop further as another heat wave bakes Europe this week. Companies such as Thyssenkrupp, BASF and Lanxess that rely on the waterway have had to adjust rapidly to keep goods flowing.

منبع: Bloomberg Markets and Finance
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منبع: Reuters خبرگزاری
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Shein eyes Hong Kong market debut on August 28, source says

Shein eyes Hong Kong market debut on August 28, source says

Online fast-fashion retailer Shein is planning to make its stockmarket debut in ​Hong Kong on August 28, a person ‌with knowledge of the matter said, ending a listing pursuit that took it to New York and ​London before coming to the Asian financial ​hub.

منبع: Reuters
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منبع: Seeking Alpha خبرگزاری
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Stride: New CEO Brings Uncertainty

Stride: New CEO Brings Uncertainty

Stride remains a 'Hold' as operational vulnerabilities and valuation concerns persist despite market leadership in online education. Full-year results met expectations, with revenue up 4.7% YoY, driven by 14% Career Learning enrollment growth, but offset by declines in other segments. CEO transition introduces uncertainty; share repurchase program extension signals a focus on shareholder returns, with $311 million remaining.

منبع: Seeking Alpha
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منبع: Seeking Alpha خبرگزاری
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Unity: Stunning Reversal To Profitable Growth Meets Outsized Break Out

Unity: Stunning Reversal To Profitable Growth Meets Outsized Break Out

Unity's divestitures of non-core, lower growth/margin businesses allowed them to focus on their vertically integrated game engine/adtech monetization capabilities. The accelerated R&D with Unity 7, AI-powered tools, and expanded partnerships with NFLX may sustain Create's subscription growth cadence. Their proprietary gameplay/user data and transition to Day 28 ad campaigns allow them to deliver improved ROAS and accelerated Grow expansion.

منبع: Seeking Alpha
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منبع: Seeking Alpha خبرگزاری
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Par Pacific: Isolation Has Its Advantages In A Tight Global Market

Par Pacific: Isolation Has Its Advantages In A Tight Global Market

Par Pacific is rated Buy, leveraging isolated markets and import parity pricing to sustain superior margins amid global refining disruptions. PARR's refining margin could remain at $10.5/bbl, supporting a 9% EBITDA margin and $750m EBITDA, with logistics and retail adding stable $200m EBITDA. Valuation is conservative with a $101 price target (8x PE), while PARR trades at a 30% discount to peers despite its protected market advantages.

منبع: Seeking Alpha
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منبع: Reuters خبرگزاری
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Embracer tops quarterly profit expectations as PC, console business improves

Embracer tops quarterly profit expectations as PC, console business improves

Swedish gaming ​company Embracer ‌posted first-quarter adjusted ​operating ​profit that more ⁠than ​doubled analysts' ​expectations on Thursday, driven ​by ​stronger earnings from ‌its ⁠PC and console games ​business.

منبع: Reuters
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منبع: Reuters خبرگزاری
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India's Black Box secures $131 mln data centre order from U.S. hyperscaler

India's Black Box secures $131 mln data centre order from U.S. hyperscaler

Digital infrastructure services provider Black ​Box has secured an order ‌worth $131 million from a U.S.-based global Tier-1 hyperscaler for a major data ​centre project in the ​United States, the company said on ⁠Thursday.

منبع: Reuters
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منبع: CNBC خبرگزاری
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South Korea's Kospi has staged a stunning comeback. How long will the bull market last?

South Korea's Kospi has staged a stunning comeback. How long will the bull market last?

South Korea's Kospi has staged a reversal from its latest rout, returning to bull-market territory. The benchmark has climbed more than 20% from its recent low, the commonly used threshold for a bull market.

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منبع: Seeking Alpha خبرگزاری
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Bunker Hill: Production Has Begun, But Debt Burden Remains Immense

Bunker Hill: Production Has Begun, But Debt Burden Remains Immense

Bunker Hill Mining is in a precarious financial position, having just transitioned to production at its sole mine. I rate BHLL as Hold, given the high risk/reward profile and critical dependence on Q3 ramp-up results to clarify its investment outlook. BHLL's burdensome silver-linked debt and limited liquidity present significant financial and dilution risks if ramp-up underperforms.

منبع: Seeking Alpha
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منبع: CNBC خبرگزاری
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‘Hormuz remains blocked': Iran disputes Trump claims as traffic sinks to near 3-month lows

‘Hormuz remains blocked': Iran disputes Trump claims as traffic sinks to near 3-month lows

The Persian Strait Gulf Authority said "the Strait of Hormuz remains blocked and will not be reopened until Iran's conditions are accepted." This comes after U.S. President Donald Trump said that the U.S. had "total control" over the Strait.

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Calumet: Focusing On MRL At Great Falls Site And A Little More

Calumet: Focusing On MRL At Great Falls Site And A Little More

Calumet delivered a stellar quarter, outperforming analyst expectations and confirming a strong operational turnaround. MRL's revised SAF expansion leverages existing assets, accelerating volume ramp to 200M gallons by YE 2028 at lower capital costs. Robust cash generation enables rapid deleveraging, with $500M targeted to extinguish key debts and support future growth projects.

منبع: Seeking Alpha
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