BMW cuts 2026 guidance for its automotive segment ROCE to -1 to +1 pct and lowers 2026 automotive EBIT margin guidance to -0.5 to +0.5 pct.

Insiders say Marvell (MRVL.O) CEO Matt Murphy and Lumentum CEO Michael Hurlston spoke with NVIDIA CEO Jensen Huang before announcing the roughly $103 billion merger. Hurlston told reporters early Monday NVIDIA’s reaction was very positive and said the deal would allow the firms to deliver a wider range of products to NVIDIA more quickly. The transaction is the second-largest tech M&A in history. Huang’s endorsement highlights NVIDIA’s influence in driving consolidation among key AI supply-chain suppliers; NVIDIA invested $2 billion each in Marvell and Lumentum earlier this year.

市场消息：伊朗方面称美国对其诉求的回应缺乏说服力。