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منبع: Seeking Alpha خبرگزاری
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Manufacturing PMI Hits 4-Year High: 3 Top Industrial Stocks

Manufacturing PMI Hits 4-Year High: 3 Top Industrial Stocks

U.S. manufacturing activity reached its highest level in more than four years amid strong demand tied to defense spending and the AI infrastructure buildout. The economic backdrop continues to improve, with GDP expected to grow by around 6% in Q3 2026. U.S. production remained strong despite volatility from the Iran conflict, rising energy prices, and inflation concerns.

منبع: Seeking Alpha
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منبع: CNBC خبرگزاری
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Ukraine's military hits one of Russia's biggest oil refineries in long-range drone attack

Ukraine's military hits one of Russia's biggest oil refineries in long-range drone attack

Ukraine's military on Thursday struck two Russian oil refineries in long-range drone attacks as Kyiv continues to target energy infrastructure. Zelenskyy said Ukraine's armed forces struck the Bashneft-Novoil refinery in Bashkortostan and the Slavneft-Yanos refinery in the Yaroslavl region.

منبع: CNBC
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منبع: Seeking Alpha خبرگزاری
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TransMedics: Margins Down, Concentration Up, Trials Delayed

TransMedics: Margins Down, Concentration Up, Trials Delayed

Q2's headline beat was driven by low-margin logistics and pricing, not by more organs moving through the platform; service outgrew product by 16.4 pp. Revenue is increasingly concentrated in the liver (78% of organ revenue), while the heart barely grew, and the lung fell 42% year-over-year. The heart and lung growth catalysts, ENHANCE and DENOVO, are delayed, gated by FDA enrollment, and contribute minimally while dragging margins.

منبع: Seeking Alpha
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منبع: Reuters خبرگزاری
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Nigeria targets up to $50 billion of offshore oil and gas investment by 2030, regulator says

Nigeria targets up to $50 billion of offshore oil and gas investment by 2030, regulator says

Nigeria's upstream oil regulator expects at least 22 offshore ​projects to start production by 2030, ‌with potential investment of up to $50 billion, as Africa's top oil producer pushes to ​boost oil and gas output and ​attract new capital.

منبع: Reuters
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منبع: CNBC International TV خبرگزاری
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Emerging markets look increasingly compelling as U.S. rally reaches its 'final innings': CITIC CLSA

Emerging markets look increasingly compelling as U.S. rally reaches its 'final innings': CITIC CLSA

CITIC CLSA's Shaun Cochran argues China's strengths in open-source AI and robotics give it an edge over the U.S. while a widening in credit spreads that forces Big Tech to rein in AI capex would be the key trigger for a broader market downturn.

منبع: CNBC International TV
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منبع: Seeking Alpha خبرگزاری
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Token Growth Is Surging - Here Are The Beneficiaries

Token Growth Is Surging - Here Are The Beneficiaries

As token processing has jumped far ahead of industry expectations, compute, networking, and power companies are poised to benefit. Nvidia Rubin, optical networking, and readily available power are specific solutions that can help data center operators tackle the huge increase in token processing and inference demand.

منبع: Seeking Alpha
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منبع: Seeking Alpha خبرگزاری
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Rate Hikes Are A Plus For Banks, With An Asterisk

Rate Hikes Are A Plus For Banks, With An Asterisk

Banks just wrapped up a fantastic quarter in which the stars aligned for Wall Street business units, credit and net interest margins. Assuming the Fed eventually acts, rate hikes will be good for most commercial banks.

منبع: Seeking Alpha
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منبع: Reuters خبرگزاری
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Renk books record orders but holds guidance steady

Renk books record orders but holds guidance steady

German defence supplier ​Renk Group AG booked its strongest quarterly ‌order intake on record between April and June, lifting its backlog to 7.4 billion euros ($8.55 billion), ​the company said on Thursday.

منبع: Reuters
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منبع: Reuters خبرگزاری
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UK's Hikma Pharma holds annual outlook, preps for US generic drug tariffs

UK's Hikma Pharma holds annual outlook, preps for US generic drug tariffs

Britain's Hikma Pharmaceuticals reported a ‌9% rise in half-year core-operating profit and maintained its annual outlook on Thursday, supported by the generic drugmaker's turnaround efforts ​to expand its product base and streamline ​manufacturing.

منبع: Reuters
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منبع: Seeking Alpha خبرگزاری
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Ariel International Composite Q2 2026 Leaders, Laggards, Buys And Exits

Ariel International Composite Q2 2026 Leaders, Laggards, Buys And Exits

Murata Manufacturing Co., Ltd. advanced as investors increasingly priced in a multi-year growth upcycle propelled by rising demand for multilayer ceramic capacitors in AI data centers. Global power semiconductor leader Infineon Technologies traded higher as investors reacted to a meaningful uplift in guidance and increasing confidence in revenue and margin growth. BT is ending a peak investment cycle, with fiber capital expenditures set to decline and cost efficiencies expected to meaningfully enhance free cash flow.

منبع: Seeking Alpha
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منبع: Reuters خبرگزاری
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Record low gas stocks expose Europe to risk of price spikes

Record low gas stocks expose Europe to risk of price spikes

Europe's natural gas stocks have fallen to a record low after the U.S.-Israeli war on Iran squeezed global supply, reviving memories of the 2022 energy crisis that ​drove inflation and sapped industry profits.

منبع: Reuters
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منبع: Reuters خبرگزاری
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Sinopec steps up Russian oil imports to offset Mideast supply cuts, traders and tracker say

Sinopec steps up Russian oil imports to offset Mideast supply cuts, traders and tracker say

China's state-owned Sinopec Corp, the world's biggest refiner, has ramped up purchases of Far East ​Russian oil to compensate for Middle East supplies diminished by the Iran war, according to multiple trade sources and ship tracking data.

منبع: Reuters
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