Author: Lee Kern

Offshore

BP (BP)

BP (BP) and ConocoPhillips (COP) shares gained after reports that both companies will announce major investments in Iraq. The planned commitments are expected to total

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Offshore

Intuitive Surgical (ISRG)

Intuitive Surgical (ISRG) shares dropped 12% despite beating second quarter expectations. EPS increased to $2.80, ahead of consensus of $2.50. Revenue rose to $2.89bn, also

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Offshore

Alphabet (GOOGL)

Alphabet (GOOGL) shares fell 2.2% for a second consecutive session following reports that its latest Gemini artificial intelligence model is behind schedule. The report raised

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Offshore

Travelers (TRV)

Travelers (TRV) shares jumped 8% after strong second quarter results. EPS surged to $10.04, well above expectations of $5.42. Revenue increased to $11.53bn, also ahead

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Local

Ninety One (N91)

Ninety One reported assets under management (AUM) increased 31.7% year-on-year to £184bn at 30 June 2026. The increase reflects positive market movements and net flows

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Local

Valterra Platinum (VAL)

Valterra expects HEPS up between 1,389% and 1,688%, to between 7,047c and 8,456c for the six months to 30 June 2026. Headline earnings are expected

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Offshore

GE Aerospace (GE)

GE Aerospace (GE) reported adjusted EPS of $2.02, ahead of expectations for $1.86. Revenue increased to $12.63bn, exceeding forecasts of $11.86bn. The company also raised

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Offshore

UnitedHealth (UNH)

UnitedHealth (UNH) rose 4% after it reported adjusted EPS of $6.38, comfortably ahead of expectations for $4.90. Revenue increased to $112.03bn, exceeding forecasts of $110.85bn.

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Offshore

Netflix (NFLX)

Netflix (NFLX) fell over 8% after it reported EPS of $0.80, slightly ahead of expectations for $0.79. Revenue increased 13% to $12.56bn, marginally below expectations

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