Core Viewpoint - Shares in French tyre maker Michelin fell over 9% following a significant reduction in its full-year profit outlook due to worsening market conditions and a notable decline in North America [1] Group 1: Company Performance - Michelin has sharply cut its full-year profit outlook, indicating challenges in the market [1] - The company cited deteriorating market conditions as a primary reason for the profit outlook adjustment [1] - A steep fall in North American sales has been highlighted as a critical factor affecting performance [1]

Sabadell shareholders voted heavily against Banco Bilbao Vizcaya Argentaria's (BBVA) takeover bid, revealing another level of uncertainty over one of Spain's highly publicised banking operations. More than 97% of the bank's client shareholders rejected the offer from BBVA, according to figures published Tuesday by the Catalan bank. ...

Core Insights - Google plans to invest $15 billion over the next five years to establish an artificial intelligence data center in Andhra Pradesh, India, marking its largest-ever commitment in the country [1] Company Investment - The investment of $15 billion is aimed at enhancing Google's infrastructure for artificial intelligence [1] - This commitment signifies a strategic move by Google to strengthen its presence in the Indian market [1] Industry Impact - The establishment of an AI data center in India is expected to contribute to the growth of the artificial intelligence sector in the region [1] - This investment reflects the increasing importance of AI technologies in global markets and the competitive landscape [1]

Aston Martin share price has come under pressure since its initial public offering as the company has continued burning cash. AML was trading at 64.5p on Monday, down by over 90% from its highest poin... ...

Pop Mart share price crashed and formed a bearish flag pattern as the hype surrounding the Labubu collectible faded. It also plunged as analysts turned sour on the company after it tripled in the past... ...

Core Insights - China's new licensing requirements for rare earth metal exports are creating uncertainty in the semiconductor industry, particularly affecting chip equipment manufacturers [1][2] - Major companies like Applied Materials, Lam Research, and KLA Corp are identified as particularly vulnerable to supply chain disruptions and cost inflation due to their reliance on rare earth materials [2][4] Group 1: Applied Materials Inc (AMAT) - Applied Materials is heavily reliant on rare earths for its semiconductor capital equipment, particularly for maintaining ultra-clean vacuum environments [3] - The company could face delays in tool shipments or increased costs if sourcing becomes constrained due to China's export licensing regime [4] - Despite a 35% increase in stock year-to-date, potential supply chain risks may dampen investor enthusiasm moving into 2026 [4] Group 2: Lam Research Corp (LRCX) - Lam Research has seen a 90% surge in stock in 2025, but its dependence on rare earths for etching and deposition tools poses a risk [5] - The company’s production timelines could be affected by disruptions in rare earth supply, as China controls over 90% of global rare earth processing capacity [6] - Even minor supply chain issues could lead to significant volatility in LRCX shares, which are already priced for perfection [7] Group 3: KLA Corp (KLAC) - KLA's metrology and inspection systems require rare-earth-based magnets for precision, making it vulnerable to China's export restrictions [8] - The stock has increased over 60% this year, but reliance on rare earth-dependent components could complicate future product rollouts [9] - The timing of China's restrictions adds unpredictability, and investors may need to reassess valuations if supply chain risks materialize [9]

Precious metals analysts at Heraeus report that the market is showing strong warning signs. Gold, silver, platinum, and palladium are all now considered severely overbought based on key technical indi... ...

Insiders at Grindr Inc. (NYSE: GRND) are exploring a deal to take the company private after a steep stock decline created financial pressure on its major shareholders, reported Semafor, citing people familiar with the matter. ...

Shares of American Battery Technology Company (NASDAQ: ABAT) soared 37% to $9.27 on Monday after the company announced it had completed all required baseline studies for its Tonopah Flats Lithium Proj... ...

Core Viewpoint - Oklo stock (NYSE: OKLO) experienced a significant increase of over 13% on Monday, reaching a new all-time high, driven by rising investor interest in nuclear energy and its potential applications in powering AI data centers [1] Group 1 - The surge in Oklo's stock price reflects growing enthusiasm among investors for the nuclear energy sector [1] - The potential role of nuclear energy in supporting AI data centers is a key factor contributing to this investor interest [1]