Gold Rebounds Above $4,430 as Dollar Slips, But Fed Rate Hike Odds Cap Gains
Commodities Rebecca Torres

Gold Rebounds Above $4,430 as Dollar Slips, But Fed Rate Hike Odds Cap Gains

Gold rebounds to $4,429.89 as the dollar slips, but Fed rate hike odds near 60% and narrow trading range suggest the move is currency-driven, not a safe-haven shift.

GLD
Dunelm's Growth Plan: Flat FY27 Profit, £100M Reinvestment
Earnings James Calloway

Dunelm's Growth Plan: Flat FY27 Profit, £100M Reinvestment

Dunelm expects flat FY27 profit as it reinvests £100M in cost savings and boosts capex. Sales rose 3.1% in FY26.

IREN's AI Cloud: $4B ARR Target, Only 25% Live
Analysis Daniel Marsh

IREN's AI Cloud: $4B ARR Target, Only 25% Live

IREN's $4B AI cloud ARR is only 25% operational, leaving a wide gap between contracted and live capacity. The stock's valuation hinges on execution.

IREN
KOSPI Breaches 7,000 Again, but Pullback Clouds Breakout
Markets Daniel Marsh

KOSPI Breaches 7,000 Again, but Pullback Clouds Breakout

KOSPI reclaims 7,000, but a sharp retreat from highs tests the breakout. Samsung and SK hynix lead, yet breadth stays negative.

SSNLF
Avalon Technologies Slips After Record Rally; Nomura's Target Faces Scrutiny
Analysis Daniel Marsh

Avalon Technologies Slips After Record Rally; Nomura's Target Faces Scrutiny

Avalon Technologies shares eased 1.1% on Tuesday after a record-setting rally. Nomura's bullish target assumes robust JV returns, but key financial details remain undisclosed.

Li Auto Drops 2.1% as China's New Supplier Payment Rules Tighten Working Capital
Regulation James Calloway

Li Auto Drops 2.1% as China's New Supplier Payment Rules Tighten Working Capital

Li Auto's Hong Kong shares fell 2.1% after China tightened supplier payment rules, spotlighting its RMB 38.8 billion payables. The EV maker's cash position remains robust.

LI
ASX 200 Slides to Six-Week Low as Consumer Confidence Plunges 5.2%
Markets Daniel Marsh

ASX 200 Slides to Six-Week Low as Consumer Confidence Plunges 5.2%

Australia's ASX 200 dropped 0.7% to a six-week low as consumer confidence plunged 5.2%, amplifying worries about sticky inflation and elevated interest rates.

ASX EWA XLF XLE GLD USO
ABS-CBN Halted After ₱6B Rights Issue Triggers 183% Share Dilution
Markets Daniel Marsh

ABS-CBN Halted After ₱6B Rights Issue Triggers 183% Share Dilution

ABS-CBN's ₱6B recapitalization will issue 1.64B new shares at ₱3.65, diluting existing shareholders by 64.6%. Trading halted pending disclosure.

PhilWeb Trading Halted as JKS Deal Raises Balance Sheet Concerns
Markets Daniel Marsh

PhilWeb Trading Halted as JKS Deal Raises Balance Sheet Concerns

PhilWeb shares suspended after ₱4.23B JKS investment triggers PSE substantial acquisition rules. Pro forma details awaited.

Braze Faces $4.3M Revenue Bar as Wall Street Expects More Than Guidance
Earnings James Calloway

Braze Faces $4.3M Revenue Bar as Wall Street Expects More Than Guidance

Braze heads into earnings with Wall Street expecting $224.27M revenue, $4.3M above guidance. Growth, retention, and cash flow are in focus.

BRZE
Plug Power's Cash Burn Overshadows Margin Gains
Analysis Daniel Marsh

Plug Power's Cash Burn Overshadows Margin Gains

Plug Power's margin recovery is real, but a $244.1 million first-half cash burn still clouds the outlook. Investors await asset-sale updates.

PLUG
Nokia ADR Set to Open 6.4% Higher After Helsinki Surge
Markets Daniel Marsh

Nokia ADR Set to Open 6.4% Higher After Helsinki Surge

Nokia's U.S. ADR is expected to open 6.4% higher after Helsinki shares surged on EURO STOXX 50 inclusion, but the gap may close as markets align.

VGK