Individual Stock News
1. Grizzly Research: We are bearish on CERES POWER.
2. Google (GOOG.O): Announced a major upgrade to our Gemini 2.5 Flash and Gemini 2.5 Pro text-to-speech (TTS) preview models.
3. Adobe (ADBE.O) expects first-quarter revenue of $6.25 billion to $6.3 billion. It projects total revenue of $25.9 billion to $26.1 billion for fiscal year 2026.
4. Oracle (ORCL.N) reported second-quarter revenue of $16.1 billion, compared to $14.059 billion in the same period last year. Several investment banks lowered their target prices for Oracle (ORCL.N), with market focus shifting to earnings quality and order fulfillment.
5. Microsoft CEO announced that the "next-generation" Agentic AI model will be unveiled on Friday.
6. Netflix (NFLX.O) is planning a large-scale debt injection to acquire Warner Bros. Discovery (WBD.O). 7. Eric Jackson, the driving force behind the retail investor frenzy that propelled Nextdoor Holdings' (NXDR.N) AI potential, stated that the market has not yet recognized its true value. The company's stock price surged nearly 20% in pre-market trading.
8. TSMC (TSM.N) expects its CoWoS monthly capacity to reach 127,000 wafers by the end of 2026, a significant increase of over 20% compared to previous forecasts.
9. Eli Lilly's (LLY.N) experimental injectable drug showed a 23% reduction in body weight in studies.
