Liezl Gambe

• Microsoft (NASDAQ:MSFT) reported fiscal Q4 2026 revenue of $90 billion, up 18% year over year, with cloud growth supporting overall performance.
• The company’s Intelligent Cloud segment generated $39.3 billion in revenue, while Azure and other cloud services revenue increased 43% and surpassed $100 billion in annual revenue.
• Technology companies are increasing cloud and AI investments while managing infrastructure costs, enterprise demand, and competition across digital services.

• HSBC Holdings (NYSE:HSBC) agreed to divest its $36 billion Australian home and personal loan portfolio to Blackstone Inc. (NYSE:BX) as part of a broader strategy to simplify operations.
• The transaction carries an immaterial loss of under $100 million for HSBC, while major domestic competitors continue managing multi-billion-dollar residential lending portfolios.
• Traditional banks are scaling back complex consumer portfolios to optimise capital reserves, leaving specialised non-bank institutions to expand market share through third-party servicing arrangements.

• Genesis Minerals entered a binding agreement to acquire Vault Minerals, creating a combined entity valued at $12.6 billion.
• The transaction values Vault at approximately $5.6 billion, with the merged group projecting annual output of 600,000 to 700,000 ounces and $2.0 billion in post-tax synergies.
• Mid-tier producers are pursuing regional operational integration to lower processing costs and achieve scale amid shifting macroeconomic conditions.

Church & Dwight (NYSE:CHD) reported second-quarter 2026 net sales of $1.53 billion, up 1.6% year over year, with organic sales increasing 5.8% across domestic, international and specialty product divisions.

Perella Weinberg Partners (NASDAQ:PWP) revealed second-quarter 2026 revenue of $156.5 million, up 1% year over year, with adjusted pre-tax income of $27 million and adjusted EPS of $0.20.

ExxonMobil (NYSE:XOM) announced its second-quarter 2026 financial results, posting a net income of $14.5 billion, or $3.48 per share, as geopolitical disruptions drove oil prices higher.

BrightSpring Health Services (NASDAQ:BTSG) reported strong second-quarter 2026 financial results, highlighted by a 23% year-over-year increase in net revenue to $3.87 billion.

Ares Management (NYSE:ARES) announced its second-quarter 2026 financial results, posting a GAAP net income attributable to the company of $150.6 million, or $0.49 per share.

Kyivstar Group (NASDAQ:KYIV) reported second-quarter 2026 revenue of $339 million, up 19.3% year over year, as digital services growth contributed to higher group performance.

Aave (CRYPTO:AAVE) founder Stani Kulechov has supported a proposal to address about US$98 million in bad debt held by the decentralised lending protocol.