Polar Capital assets leap 47%, Bango jumps on revenue growth, Kazera signs AT deal
July 9, 2026, 6:17 AM EDT. Polar Capital saw assets under management climb 47% to £45bn, helped by £2.5bn net inflows and £11.1bn in gains, but shares dropped 5.6% after trading ex-dividend. Bango posted a 31% rise in recurring revenue to $20.4m, with net revenue retention at 119%, and interim revenues up 3% to $25.9m. Shares gained 17.4% to 67.5p. Kazera Global announced a partnership with AT Investments for its Walviskop mineral sands project, sending its stock up 8.3%. Insig AI’s CEO bought shares as the firm guides for revenues to more than double this year. Strix Group halted its buyback as its new CEO reviews the strategy. A number of stocks like Anpario and Focusrite also traded ex-dividend, affecting prices.
AIM movers: Polar Capital assets jump and …
Victrex Soars 20% on Update, Dividend at 9.1% Raises Questions
July 9, 2026, 6:16 AM EDT. Victrex Plc shares jumped nearly 20% this week after the FTSE 250 polymer maker delivered a trading update. The dividend yield sits at 9.1%, inflated by recent price drops. But full-year EPS came in at 32p, well under the 59.6p payout. Operating cash flow covers the £55m dividend, though it falls short when factoring in all cash outflows, and reported net debt is £43m. Investors now face the high yield alongside risk of a cut, as China expansion costs and a slower medical market continue to hit the company.
This 9.1%-yielding FTSE 250 share’s soared…
Allianz Global Investors Reports 2.08% Holding in DCC PLC
July 9, 2026, 6:02 AM EDT.Allianz Global Investors – Global Equity Business Unit reported a holding of 1,775,025 shares, or 2.08% of DCC PLC’s ordinary shares as of July 8, 2026. The disclosure comes under Rule 8.3 of the Irish Takeover Panel Act, which covers investors with at least 1% of relevant securities. AllianzGI said it does not control voting for 19,024 of these shares. DCC operates across energy and infrastructure. The declaration meets regulatory rules around significant shareholdings.
REG – AllianzGI-Global DCC PLC – Form 8.3
Ondo InsurTech (LON:ONDO) pulls in £4.9 million after GM vote clears fundraising
July 9, 2026, 6:01 AM EDT. Ondo InsurTech Plc said all resolutions passed at its General Meeting, setting up a £2.9 million equity raise from 96.7 million new ordinary shares, plus a £2.0 million convertible notes issue. The company subdivided existing shares to allow for the deal. The new shares are slated to start trading on the LSE Main Market from July 10, 2026. Ondo said the cash will back its claims prevention tech for home insurers. The company said voting rights will be updated after share admission as it looks to build out its shareholder base with growth in mind.
REG – Ondo InsurTech PLC – Result of Gener…
Nvidia Gets Green Light to Sell AI Chips in China, Unveils Vera CPU
July 9, 2026, 5:31 AM EDT.Nvidia got approval from Beijing to sell its high-performance H200 AI chips to major Chinese players like Alibaba and ByteDance, even as U.S. export rules keep limits tight. China may allow less than 200,000 H200 units, about half what was first requested. The move shows Beijing’s push for domestic tech and demand for stronger compute. Nvidia is also rolling out the Vera CPU, squaring off against Intel and AMD on AI workloads. Perplexity, one of the first to try Vera, says it sped up coding tasks by 1.5x and made AI agents more efficient. Nvidia announced new software updates, promising better AI accuracy and lower inference cost, and tighter LangChain agent integration. Shares were up 3.7% pre-market, as investors showed optimism but Wall Street stayed wary about swelling AI hardware costs.
Nvidia Wins China Nod, New AI Project Star…
Tesla (TSLA) Robotaxi Faces Hurdle in New Jersey Over Camera-Only Design
July 9, 2026, 5:30 AM EDT.Tesla‘s camera-only robotaxi plan is in the crosshairs in New Jersey as lawmakers consider a bill that would force all autonomous cars to run with cameras and at least two other sensors, like lidar or radar. The proposed law, S-1677, calls for a three-year test run under state agency oversight. If passed, the rule could make Tesla add new hardware or risk losing out to Waymo and Zoox, both of which already use lidar and radar. Tesla has started driverless robotaxi pilots in Miami and Austin, challenging Waymo’s and Zoox’s approach. Waymo is running autonomous rides in more cities with backup drivers. Tesla’s push on AI and robotaxis continues, but a hardware rule could wipe out its cost edge. The shares slid $8.92 to $394.06 before the bell while the market waits on state regulators to decide Tesla’s next move.
Tesla (TSLA) Robotaxi Push Runs Into New R…
OpenAI rolls out GPT-5.6 and new models as AI rivals ramp up
July 9, 2026, 5:29 AM EDT. OpenAI is launching GPT-5.6 and the Terra and Luna models after a delay connected to U.S. national-security reviews. The release brings expanded “agentic” functions for coding, biology, and cybersecurity, and debuts GPT-Live for real-time voice chats. SpaceXAI has introduced Grok 4.5, which it says is both faster and cheaper. Mistral is moving into robotics. OpenAI says GPT-5.6 carries a high cybersecurity risk, though not a critical one. Industry response is mixed, with companies weighing speed, cost, and how the new models could help enterprise users.
OpenAI debuts GPT-5.6 as competition start…
UK Investors Push Government to Pull Back on Long-Dated Debt Amid Political Unrest
July 9, 2026, 5:13 AM EDT. Investors say political uncertainty in the UK is making the government rethink its long-dated debt plans. The calls come as confidence in fiscal policy takes a hit, and some fear the planned debt sales may not hold up. Long-dated debt, the bonds with longer maturities, has played a role in funding the budget. Market players expect the government to move carefully as officials look at the debt strategy again under shifting political pressures.
Market Warns UK’s Plan for Long-Dated Debt…
Nugent lifts stake in Aterian PLC above 8.2%
July 9, 2026, 5:01 AM EDT. Nicholas Nugent pushed his voting rights in Aterian PLC to 8.2%, up from 4.52% as of July 8, 2026. The regulatory notice, out July 8 on RNS, shows Nugent now directly owns 160,000 shares. No financial instruments reported. Aterian PLC trades under ISIN GB00BPJMN573. Disclosure rules require market participants to report substantial positions.
OGDCL hands 432.2 mln BESOS shares to government after court order
July 9, 2026, 5:00 AM EDT. Oil and Gas Development Company Ltd (OGDCL) has moved 432.2 million BESOS shares back to the Government of Pakistan at zero cost, in line with a Supreme Court order. The transfer pushes the government’s holding in OGDCL up to 77.53% from 67.48%. Deal closed July 8, 2026. The shift gives Islamabad tighter grip on the state oil firm. OGDCL says it’s following Pakistan’s Securities Act, 2015, and PSX listing rules. BESOS is an employees’ stock trust. Company confirms move changes the shareholding mix inside the sector.
REG – Oil and Gas Devt Co – Transfer of BE…
Leverage Shares PLC Lists New ETPs on London Stock Exchange
July 9, 2026, 4:59 AM EDT. Leverage Shares PLC said new Exchange-Traded Product (ETP) series are now on the London Stock Exchange’s Main Market and the FCA’s Official List from July 9, 2026. The new lineup features IncomeShares Memory Options, IncomeShares SpaceX Options, and the Leverage Shares -3x Short SpaceX ETP, each starting out with 12,500 securities admitted. Final Terms and Base Prospectus are available through the FCA National Storage Mechanism and the issuer’s site. The move is in line with PRM 1.5.2R rules and opens up more choices for investors in leveraged and short ETPs.
REG – Leverage Shares PLC – Admission to T…
Woodside Energy Group ASX:WDS looks undervalued as it ramps up US investment
July 9, 2026, 4:58 AM EDT. Woodside Energy Group ASX:WDS is putting about US$20 billion into new US projects, including the Louisiana LNG site and an ammonia plant, supporting its long-term story. Shares have pulled back in the short run but are up 23.84% so far this year. Over five years, total shareholder return stands at 85.74%. Analysts price the stock at A$31.69, or about 7.6% above its current A$29.30, calling out possible undervaluation. For that upside, earnings multiples would need to hit 20.2x by 2029, ahead of the 15.8x industry average in Australia. That bet comes with risks, including shifts in LNG demand due to decarbonization and possible project holdups, but some investors are watching the US energy buildout for growth.
Woodside Energy Group (ASX:WDS) Following …
BOQ (ASX: BOQ) by the Numbers: NIM, ROE Lag Sector
July 9, 2026, 4:57 AM EDT.Bank of Queensland (ASX: BOQ) runs about 200 branches across Australia, often through owner-managers. The bank scores 2.6 out of 5 for workplace culture, below the sector average, which could weigh on longer-term results. Net interest margin is worth watching-BOQ reports a NIM of 1.56%, under the average 1.78% posted by the big ASX banks, so lending returns are slimmer. Lending made up 93% of revenue. Return on equity came in at 4.7%, well behind the sector’s 9.35% average, raising some red flags for profitability and efficiency.
How you can value the BOQ share price
UK Grid Flags Power Margin Pressure as Heatwave Drives Demand
July 9, 2026, 4:46 AM EDT. The National Energy System Operator (Neso) in Great Britain said Thursday evening could see tight electricity margins as extreme temperatures in the third heatwave of the year push up demand for fans and air conditioners. The operator’s alert calls for more generation, noting power output is down across Europe with the heat. Neso said there’s no risk of supply interruptions but may need to pay higher prices to gas plants to fill the gap. In France, utility EDF plans to cut output at as many as five nuclear reactors because warm river water is limiting plant cooling, which could curb electricity exports to the UK and Germany. Wildfires in France and Spain continue to strain the region’s energy system.
Great Britain’s grid operator issues anoth…
ASX brokers lift Santos, Woodside; REITs get 'Buy' calls as index slips
July 9, 2026, 4:45 AM EDT.Brokerages raised ratings on several Australian Securities Exchange ASX names in energy, mining, finance, and real estate investment trusts (REITs). The S&P/ASX 200 index fell 0.5% to 8744, but Santos Ltd added 1.8% and Woodside Energy rose 1.9%. Morgan Stanley lifted Santos to ‘Buy’ and Woodside to ‘Hold’. IGO Ltd and Sandfire Resources both got ‘Hold’ calls with limited upside or some risk. Ord Minnett upgraded Netwealth Group to ‘Buy’ and raised its price target by 10%. Morgans handed out ‘Buy’ upgrades to REITs HomeCo Daily Needs and Waypoint REIT. The broker moves show mixed calls on sector outlook and could sway some investors.
Brokerages Upgrade Multiple ASX Stocks, wi…
ASE Technology ASX June Revenue Up 4.4%, Q2 Also Higher
July 9, 2026, 4:44 AM EDT. ASE Technology Holding Co Ltd ASX posted a 4.4% rise in June 2026 revenue to NT$65.78 billion. The company said Q2 numbers were strong too, pointing to demand and growth on the operations side. The results come as the semiconductor assembly and testing firm sees business pick up with the industry.
ASE Technology (ASX) Reports Strong Revenu…
FTSE 350 Mining Stocks Jump as Metal Prices Spike
July 9, 2026, 4:43 AM EDT. Shares of precious metals miners pulled the FTSE 350 higher on Thursday, as strong metal prices pushed the sector up. Gold and copper stocks led the gains. Rising commodity prices boosted sentiment and drew investors back into mining names. The move comes as demand for metals picks up across industries, fueling optimism for the sector and future growth.
Gold and copper miners back in fashion
Tetragon Energy (ASX:TET) debuts on ASX after $4M IPO, targets quick start in Philippine gas
July 9, 2026, 4:42 AM EDT. Tetragon Energy Ltd (ASX:TET) began trading on the Australian Securities Exchange after raising $4 million in its IPO. The company said it will fast-track its gas exploration plans in the Philippines to pursue new energy resources. Tetragon is pushing into the natural gas sector with an eye on speeding up offshore projects.
Tetragon Energy begins ASX life with accel…
ASX 200 Slips Again as Miners, Gold Fall; Energy Names Gain on Oil Rise
July 9, 2026, 4:28 AM EDT. The ASX 200 extended its slide as miners and gold stocks dragged, while energy stocks including Santos (STO) and Woodside Petroleum (WDS) moved higher with oil up sharply. Celebrus Technologies (LON:CLBS) warned of a major revenue hit for fiscal 2026 but said its cash pile could soften the blow. James Hardie Industries (ASX:JHX) jumped 13.3% for 2025 so far, still trading below the five-year average sales multiple-pointing to possible undervaluation. Reece Ltd (ASX:REH) is 55.8% above its 12-month low, with dividends outpacing usual yields. The main index logged a fourth straight fall as investors turned cautious after U.S. President Donald Trump’s warning remarks, hitting Aussie shares with more selling.
Stock Market Today: Live Updates 09.07.202…
Hawke’s Bay Chardonnay, Syrah Get Club Discount as Wines Land at $19.99
July 9, 2026, 4:27 AM EDT.Hawke’s Bay is New Zealand’s oldest wine region, defined by volcanic hills and ocean air. Its terroir is often compared to Bordeaux or Napa, and it’s well known for chardonnay and syrah (cool-climate shiraz). Now, Australian Wine Club cuts up to 43% off select bottles: a 2014 vintage chardonnay and a syrah, both available at $19.99. Hawke’s Bay chardonnays, built on firm acids and thick skins, tend to age well and show depth in the cellar. This club release could catch collectors’ attention.
A celestial touch for this chardonnay and …
ASX 200 Slips as Miners, Gold Drag; Oil Spike Lifts STO, WDS
July 9, 2026, 4:12 AM EDT. The ASX 200 ended down, pulled lower by mining and gold names. Oil prices jumped, giving a lift to Santos (STO) and Woodside Petroleum (WDS). Commodity stocks stayed under pressure while energy names bounced on the stronger oil move.
Evening Wrap: ASX 200 dips on sagging mini…
Celebrus Technologies Investors Ready for Earnings Drop
July 9, 2026, 4:11 AM EDT.Celebrus Technologies (LON:CLBS) will post its annual results next Tuesday, with revenue expected to fall hard-from $38.7 million in 2025 to $23.3 million for the year to March 2026. The company flagged the decline in advance, so some pressure is already priced in. The focus now is on what management says about the period just ended and how business is tracking this year. Celebrus still holds plenty of cash, which might steady the share price reaction.
Celebrus Technologies: already flagged poo…
ASX: JHX, REH stay hot on growth and value signals
July 9, 2026, 4:03 AM EDT.James Hardie Industries (ASX:JHX) is up 13.3% in 2025, lifted by strong demand for its fibre cement building materials marketed for durability and fire resistance. JHX now trades at 3.39x sales, under its five-year average of 4.14x, which some see as a sign it’s undervalued. Shares of Reece Ltd (ASX:REH), the top plumbing supplier in Australia, have jumped, now trading 55.8% higher than their 52-week low. The trailing dividend yield on REH is now 1.61%, also above its five-year average of 1.06%. Both names are spread across markets and product lines. The numbers here could be a start, but investors should dig deeper with models like Discounted Cash Flow and Dividend Discount.
JHX and Reece Ltd: 2 ASX shares to dig int…
ASX Drops for Fourth Day as Trump Remarks Jolt Traders
July 9, 2026, 4:02 AM EDT. The ASX fell again, marking a fourth straight session of losses after U.S. President Donald Trump issued a warning that shook markets. Traders sold off local shares as nerves hit, pushing the market lower and adding to recent declines. Caution is building among investors as political tensions weigh. Australian stocks remain under pressure.
