Tubos Reunidos has secured a contract to supply 160 tonnes of seamless stainless steel tubes for India's 2,800 MW Gorakhpur Nuclear Power Plant. These tubes are destined for safety-critical systems in four 700 MWe pressurized heavy water reactors currently under construction by NPCIL [][].
The US Leading Economic Index (LEI) fell 0.2% in June 2026 to 99.1, driven by weakening consumer spending, poor expectations, and a drop in building permits . While headline GDP was recently revised upward to 2.1%, internal demand metrics were downgraded, and the personal savings rate has plummeted to a near-20-year low of 3.2% .
Bernstein analyst Madison Rezaei maintained a Buy rating on Digital Realty (DLR) with a $232 price target, significantly above the $173.88 closing price . This bullish stance aligns with recent upgrades from Wells Fargo and Guggenheim as the market anticipates DLR's Q2 earnings release on July 23 .
Loop Capital has upgraded Harley-Davidson (HOG) from 'Hold' to 'Buy' with a price target of $32. Analyst Brandon Rolle cites rising motorcycle demand and optimistic dealer feedback regarding inventory management, new product launches, and after-sales performance . This upgrade arrives shortly after S&P Global downgraded the company’s credit rating to 'junk' (BB+) due to margin concerns .
Lucid Group's stock plummeted up to 57% following rumors of a potential bankruptcy filing or privatization involving restructuring firm AlixPartners . The company issued a firm denial, stating the reports were 'completely false' and clarifying that AlixPartners was hired solely for operational efficiency . While Lucid claims sufficient liquidity to last through 2027, the stock remains highly volatile after hitting record lows .
Nanjing Metro Group has named a consortium led by PICC Asset and CITIC Securities as the top candidate for a 5 billion RMB quasi-REITs issuance service. The project, which has an 18-year duration, aims to revitalize multiple subway line operating rights to improve capital efficiency .
IndiGo has signed a record-breaking memorandum of understanding (MOU) with CFM International to purchase over 1,000 LEAP-1A engines to power its expanding Airbus A320neo family fleet . This deal coincides with CFM's broader push to increase engine deliveries by 15% this year and a $2 billion investment to bolster maintenance and spare parts supply chains .
Disney is scheduled to report its fiscal Q3 2026 results on August 5, 2026 . Key focus areas include the impact of the underperforming 'Moana' live-action remake, which faces potential nine-figure losses , and a radical analyst proposal for Disney to exit the streaming market in favor of a content licensing model that could potentially boost the stock by 40% .
AMD is trading near $508 ahead of its Advancing AI 2026 conference on July 22, where it will launch MI450 accelerators and the Helios rack-scale system . The company has secured 12GW in power-equivalent commitments from Meta and OpenAI for H2 2026 deployments . While technicals show short-term weakness and resistance at $517, analysts maintain bullish targets up to $700 .
As of 23:00 on July 20, 2026, Chinese commodity futures saw broad declines. Low Sulfur Fuel Oil (LU) fell nearly 3%, while coking coal, PX, PTA, and coke dropped over 2% . Conversely, agricultural products like soybean and rapeseed meal rose over 1% .
CME FedWatch data indicates an 85.6% probability that the Fed will hold rates in July, while the likelihood of a 25bps hike in September has risen to 53.5% . This shift is driven by persistent inflation in services like healthcare and finance, alongside rising oil prices due to geopolitical tensions in the Middle East .
JPMorgan has raised its price target for The Hartford Financial Services Group (HIG) from $149 to $152, while reiterating a 'Neutral' rating . This adjustment occurs as JPMorgan reports its own record-breaking Q2 results while maintaining a cautious outlook on the broader economy .
H.C. Wainwright analyst Amit Dayal reaffirmed a Buy rating on Vertical Aerospace (EVTL) and raised the price target to $15. The upgrade is driven by progress in flight demonstrations, certification milestones, and a secured financing path for commercialization. The analyst highlighted the company's 1,500-unit order book and scalable eVTOL business model as primary drivers for future growth .
Elon Musk dismissed reports of a $52 billion deal between SpaceX and NVIDIA for 13,000 AI server racks as 'fake news' . While the specific contract value was refuted, SpaceX is actively scaling its AI capabilities, recently acquiring APR Energy for $1 billion to secure power for data centers and negotiating multi-billion dollar AI cloud contracts with the Pentagon .
Bitmine Immersion Technologies (BMNR) has reduced its weekly Ethereum purchases to 7,430 tokens, redirecting $86 million toward a share buyback program . The company currently holds 5.78 million ETH—approximately 4.8% of the total supply—and is nearing its 5% accumulation target .
Jacobs Solutions (NYSE: J) is scheduled to release its fiscal Q3 2026 earnings on August 4, 2026 . Recent data shows a Q1 EPS beat of $1.75 with revenue up 8.9% YoY , while the stock recently traded at $130.29—roughly 22% below its 52-week high despite recent insider purchases by the CEO and Director .
On July 15, 2026, Fullgoal Fund reduced its stake in NetEase Cloud Music (09899.HK) by 430,300 shares at an average price of HK$119.36, lowering its ownership from 6.05% to 5.87% . This follows a purchase of 304,500 shares just one day prior .
OneSubsea secured two contracts from Vår Energi for subsea production infrastructure at the Balder and Goliat fields in Norway . The scope includes gas export infrastructure for the Goliat FPSO and wellhead/umbilical systems for the Balder Next project, aimed at extending field life and maximizing recovery .
Michael Burry (Scion Asset Management) clarified that he has only closed half of his short position in Oracle to lock in profits, maintaining the rest of his bearish bet . His thesis centers on Oracle's aggressive $95 billion AI capital expenditure, high debt levels ($117 billion), and extreme customer concentration with OpenAI . This comes as S&P recently downgraded Oracle to BBB-, just one notch above junk status, amid record-high Credit Default Swap (CDS) spreads .
Bernstein analyst Chad Dillard maintained a Buy rating on Hubbell B (HUBB), raising the price target to $584, representing significant upside from its recent $488.67 close . This move places Bernstein above the $558.86 analyst consensus . Notably, HUBB has recently demonstrated relative strength, gaining 1.38% on a day when the S&P 500 fell over 1%, outperforming competitors like Honeywell and Amphenol .