Piyasa Haberleri

En güncel finans ve ekonomi haberlerini, piyasa gelişmelerini, raporları ve analizleri PipVero’da takip edin.

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Siemens Energy board to meet August 25 to discuss possible division spinoff, source says

Siemens Energy board to meet August 25 to discuss possible division spinoff, source says

Siemens Energy's supervisory board will hold an ​extraordinary meeting on August ‌25 to discuss a possible spinoff of a division that caters ​to industrial firms, a ​person familiar with the matter ⁠said.

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RLX Technology to Report Second Quarter 2026 Financial Results on August 14, 2026

RLX Technology to Report Second Quarter 2026 Financial Results on August 14, 2026

- Earnings Call Scheduled for 8:00 a.m. ET on August 14, 2026 - SHENZHEN, China, Aug. 5, 2026 /PRNewswire/ -- RLX Technology Inc. ("RLX Technology" or the "Company") (NYSE: RLX), a leading global branded e-vapor company, today announced that it will report its unaudited financial results for the second quarter ended June 30, 2026, before the U.S. markets open on Friday, August 14, 2026.

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AerCap: Hidden Aircraft Value Still Makes It A Buy

AerCap: Hidden Aircraft Value Still Makes It A Buy

AerCap remains a buy as book value compounds, cash flow is robust, and asset sales consistently exceed carrying values. I downgrade AER from strong buy to buy as the easiest upside has materialized, but see continued value from disciplined capital deployment and supply-demand tailwinds. 2026 adjusted EPS guidance is $16.80, likely conservative; actual EPS could reach $18.25–$18.50 with second-half asset-sale gains.

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Patria Investments: Still Too Cheap After Another Outstanding Quarter

Patria Investments: Still Too Cheap After Another Outstanding Quarter

Patria Investments Limited remains a Strong Buy, with valuation implying a significant discount to fair value despite robust growth. In Q2, PAX delivered a 31% YoY increase in Distributable Earnings, strong fundraising, and 28% AUM growth, supporting confidence in 2027 FRE targets despite a modest potential miss in 2026. Macro headwinds and high yields continue to pressure LATAM equities, but PAX's growth and resilient balance sheet position it for future inflows.

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DigitalOcean Affirms 50%+ Growth Acceleration In FY 2027, Buy The Dip

DigitalOcean Affirms 50%+ Growth Acceleration In FY 2027, Buy The Dip

DigitalOcean offers a compelling buy-the-dip opportunity as shares are down ~25% from YTD highs despite strong fundamentals. DOCN posted a Q2 beat-and-raise, lifting full-year revenue guidance to over 30% y/y growth, underscoring robust AI-native enterprise momentum. Recurring revenue and $1.1B ARR growing >10% sequentially position DOCN favorably versus chip stocks reliant on one-time sales.

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Videndum H1 Earnings Call Highlights

Videndum H1 Earnings Call Highlights

Videndum LON: VID reported a difficult first half of 2026, with revenue broadly flat on a like-for-like constant-currency basis after adjusting for discontinued brands, while production issues, delayed Middle East projects and freight-cost disruption weighed on sales.

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S4 Capital H1 Earnings Call Highlights

S4 Capital H1 Earnings Call Highlights

S4 Capital LON: SFOR reported lower first-half revenue but sharply higher profitability, as cost reductions and tighter liquidity management helped offset continued caution among technology clients and a broader shift in spending toward artificial intelligence infrastructure.

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Glencore H1 Earnings Call Highlights

Glencore H1 Earnings Call Highlights

Glencore LON: GLEN reported first-half 2026 adjusted EBITDA of $10.1 billion, supported by stronger commodity prices, increased copper volumes and a near-record performance from its marketing business amid disrupted energy and freight markets.

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Beiersdorf Aktiengesellschaft Q2 Earnings Call Highlights

Beiersdorf Aktiengesellschaft Q2 Earnings Call Highlights

Beiersdorf Aktiengesellschaft ETR: BEI reported a weaker first half of 2026 as continued pressure at NIVEA outweighed growth in its Derma and Healthcare businesses. The company lowered its full-year outlook for its consumer segment and group sales, while outlining an 18-month plan intended to restore NIVEA to sustainable growth.

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Microsoft: AI Investment Is Driven By Orders Already In Hand

Microsoft: AI Investment Is Driven By Orders Already In Hand

Microsoft remains a strong buy, trading at attractive forward P/E and supported by robust earnings growth despite elevated capex levels. Q4 results confirmed segment strength: Azure revenue surpassed $100B (+43% YoY), and Microsoft Cloud revenue grew 27%, reinforcing the bullish outlook. Capex spending is strategically focused on short-lived assets to meet strong AI and cloud demand, with management projecting continued high growth.

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This $39.77 Billion Leveraged ETF Jumped 10.09% Tuesday, But Volatility Decay Cost Holders Millions

This $39.77 Billion Leveraged ETF Jumped 10.09% Tuesday, But Volatility Decay Cost Holders Millions

ProShares UltraPro QQQ (NASDAQ:TQQQ), ripped 10.09% in a single session on Tuesday, closing at $74.82 as the underlying Nasdaq-100 tracker rose 3.24%.

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RBC says selloff on IG Group's Underdog deal was an overreaction

RBC says selloff on IG Group's Underdog deal was an overreaction

RBC Capital Markets has backed IG Group Holdings Plc (LSE:IGG) after the sharp fall that greeted last month's acquisition of Underdog, arguing the market has fixated on regulatory risk while ignoring what underpins the deal. The broker keeps its outperform rating and 1,850p price target, implying 39% upside from 1,371p.

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