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Health

Cardinal Health extends CVS Health distribution agreement

Cardinal Health (NYSE:CAH) entered into a binding letter of intent with CVS Health to extend their existing pharmaceutical distribution agreement through June 30, 2032.

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Cardinal Health extends CVS Health distribution agreement
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Health

Agomab reports Crohn’s trial extension data

Agomab (NASDAQ:AGMB) reported topline results from the STENOVA open-label extension study of ontunisertib in patients with fibrostenosing Crohn’s disease, with 49 patients completing the 48-week extension period.

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Agomab reports Crohn’s trial extension data
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Technology

Origin Agritech sells Xinjiang seed subsidiary stake

Origin Agritech (NASDAQ:SEED) entered into an agreement to sell its principal corn seed production subsidiary stake as part of a transaction involving Xinjiang Originbo.

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Origin Agritech sells Xinjiang seed subsidiary stake
Bloomberg
Financial

Bond Market Selloff in 'New Chapter,' JPM's Berro Says

Kelsey Berro, fixed income portfolio manager at JPMorgan Asset Management, discusses recent changes in the bond market selloff, saying it now feels "very technically-driven, very momentum-driven." Berro says on "Bloomberg Surveillance" that she expects investors to refocus soon on the fundamentals and valuations of the market.

Leia mais: Bond Market Selloff in 'New Chapter,' JPM's Berro Says

Percepções

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Percepções

The orbital AI race reshaping global computing networks

  • SpaceX announced plans to launch Nvidia-powered AI satellite systems in Q4 2027, advancing its previous target for initial orbital data center deployments.
  • The project combines SpaceX launch infrastructure with Nvidia Vera Rubin computing systems designed for AI workloads in orbit.
  • The broader AI infrastructure market is expanding as semiconductor firms, cloud providers, and data center operators invest in higher computing capacity.
Leia mais: The orbital AI race reshaping global computing networks
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Percepções

The athletic retail reset reshaping footwear giants

  • DICK’S Sporting Goods (NYSE:DKS) reported Q2 2026 sales of $5.59 billion, up 53.2% year over year, after incorporating the Foot Locker acquisition into results.
  • The company’s operating margin declined to 7.9% from 12.4%, while GAAP EPS fell to $3.50 as Foot Locker reported weaker performance and pressured profitability.
  • The broader athletic retail sector faces pressure from changing footwear demand, inventory levels, and companies’ strategies to adjust product mixes and margins. 
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The athletic retail reset reshaping footwear giants
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Percepções

Home improvement demand tests the retail recovery race

  • The Home Depot (NYSE:HD) reported fiscal Q2 2026 sales of $47.9 billion, up 5.7%, as comparable sales increased 1.7%.
  • Lowe’s, Tractor Supply, Floor & Decor and Williams-Sonoma are facing similar consumer spending pressures across home projects, repairs and discretionary purchases.
  • The sector outlook depends on housing activity, interest rates, consumer confidence and whether delayed renovation demand returns.
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Home improvement demand tests the retail recovery race
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Percepções

Target’s tariff refund boost meets a widening retail value race

  • Target (NYSE:TGT) reported $26.5 billion in second-quarter net sales, up 5.3%, while $994 million in tariff refunds lifted diluted EPS to $4.11.
  • Large U.S. value retailers are still growing sales, but profitability varies sharply as companies balance pricing, digital fulfillment and operating costs.
  • Tariffs, fuel and freight costs, consumer price sensitivity and aggressive value positioning remain key variables for the sector through 2026.
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Target’s tariff refund boost meets a widening retail value race

Economia

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Economia

US–Iran peace deal hits oil and lifts stocks

A US–Iran peace agreement to halt nearly four months of fighting, including in Lebanon, sent oil lower and global stocks higher as markets priced in a planned Friday signing.

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US–Iran peace deal hits oil and lifts stocks
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Economia

Markets brace for Tuesday deadline as Trump threatens Iranian power grid

Global financial markets entered a state of high-alert Monday morning as President Donald Trump issued a final, televised ultimatum to Tehran, threatening the total destruction of Iran’s industrial infrastructure if the Strait of Hormuz is not reopened by Tuesday evening.

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Markets brace for Tuesday deadline as Trump threatens Iranian power grid