Stock Exchange: Trade Desk is pulverized, Airbus late and Rififi at Intel

In France

Important ads (and less important … I specify that the information is given hot before opening and does not prejudge the color of the actions during the session)

• Airbus delivered 373 planes in the first seven months of 2025, late in last year (400 deliveries at the end of July) because of supply concerns.
• Samse announces the appointment of its managing director Yannick Lopez at the helm of the eponymous brand.
• Nicox extends its dilutive financing line.
• Entech wins a contract for storage of energy on battery.
• Boostheat issues new convertibles.
• Atari issues new shares to reimburse a loan of 14 murder.
• The main publications of the day : Gérard Perrier, Archos, Logic Instrument… the rest here.

In the vast world

Important ads (and less important)

D’Europe

• Companies’ results (comments are given hot and do not prejudge the evolution of securities)
  • Munich Re reviews its insurance forecasts for insurance for 2025, due to the evolution of exchange rates.
  • RTL announces a domestic turnover in decline and does not take into account market forecasts.
  • Nn Group announces results that exceed estimates thanks to strong revenues in Europe.
  • Genmab tightens its annual forecasts upwards.
  • Bpost exceeds expectations in basic benefits for the quarter.
  • Lotus Bakeries publishes an EBITDA of 129.3 murder in S1.
  • Jungheinrich aims for an EBIT for the fiscal year between 160 and 230 million euros.
  • ASMODEE publishes revenues from the tax T1 up 32%.
• VOPAK will develop a new terminal worth 170 million euros in India.
• Hammerson finalizes the acquisition of a 50 % participation in Bullring and Grand Central.
• Cosmo extends its partnership with Takeda against ulcerative colitis.
• The main publications of the day : Munich R, ENBW, NN Group Group

North America

• Increased values after their quarterly: Expedia (+17%), Natera (+15%), Instacart (+12%), Monster Beverage (+7%), Block (+5.5%), Take-Two (+4.6%), Gilead (+3.3%)…

• Decrease values outside session after their quarterly: The Trade Desk (-29%), Pinterest (-11%), Twilio (-11%), Microchip (-7%), Godaddy (-4%)…

• Intel CEO, attacked by Trump, is also disagreement with his board of directors, according to the WSJ.

• General Motors will import Catl batteries from China despite customs duties.
• Curevac and GSK are suitable for resolving the patent dispute with Pfizer and Biontech.
• Meta chooses Pimco and Blue Owl to finance data centers up to $ 29 billion, Bloomberg revealed.
• Ford refers to 2028 the marketing of its pickups and electric vans to focus on cheaper models, according to Automotive News
• Tesla closes the team of the Dojo Superwards and reaffects its resources, a negative signal for the group’s AI, according to Bloomberg.
• The main publications of the day : Constellation Software, Lamar Advertising, Tempus AI…

Of Asia and elsewhere

• BHP and Vale would have offered $ 1.4 billion to settle the dispute on mining dams in Brazil, according to the FT.

• Chugai Pharmaceutical Actions plunge 17% after the disappointing results of the obesity against obesity which it conceded the license to Eli Lilly.

• Softbank’s actions reach a record level after a solid quarter doped at AI.

• Petrobras announces a dividend of $ 1.6 billion and net profit in the second quarter.

• The Australian company Iress confirms discussions for a potential offer of Blackstone and Thoma Bravo.

• The main publications of the day : TSMC, State Bank of India, Japan Post Bank, Hindustan Aeronautics, Tata Motors, Bridgestone, Inpex, ASICS…

The rest of the global publication agenda here.

Lectures