Rivian (RIVN.O) raised FY2026 delivery guidance to 65,000-70,000 vehicles, up from its prior forecast of 62,000-67,000.

Median forecast for US June core PCE YoY 3.3% (prior 3.4%). Most major houses cluster at 3.3%; lowest BMO 3.1%, UniCredit 3.2%; TD, HSBC, JP Morgan and Berenberg at 3.4%. Median Q2 real GDP annualized QoQ 2.1% (prior 2.1%). Forecasts range 0.8%-2.9%: United Overseas Bank 0.8% at the low end, Jefferies 2.9% at the high end; many dealers cluster around 1.7%-1.9% (UBS, BofA Merrill, Morgan Stanley, Citi, Deutsche Bank), JPM at 2.0%, Barclays 2.5%, HSBC 2.6%.

Shell (SHEL.N): Total oil and gas production in 1H2026 fell 16% versus 1H2025, mainly due to Middle East conflict-related reductions in Qatar output.