Business News 1 August 2025 - 11 February 2026

Electro Optic Systems share price jumps 13% after FY2025 results; order book guidance in focus
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Electro Optic Systems share price jumps 13% after FY2025 results; order book guidance in focus

Electro Optic Systems Holdings shares jumped 12.7% to A$8.25 after reporting a 27% drop in 2025 revenue to A$128.5 million and a loss of A$73.5 million. The company’s order backlog rose to A$459.1 million, with management targeting A$180–A$230 million of that to convert to revenue in 2026. EOS has not issued revenue guidance. The stock has been volatile following scrutiny from a U.S. short seller.
February 23, 2026
Smurfit WestRock stock jumps nearly 11% as SW lifts 2026 outlook and maps $7B EBITDA goal
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Smurfit WestRock stock jumps nearly 11% as SW lifts 2026 outlook and maps $7B EBITDA goal

Smurfit WestRock shares jumped nearly 11% to $50.73 after the company raised its 2026 adjusted EBITDA forecast to $5.0–$5.3 billion and set a 2030 target of about $7 billion. The company also reported Q4 net sales of $7.58 billion and net income of $98 million, and announced the closure of a Quebec paper machine and extrusion facility, cutting about 90 jobs.
February 11, 2026
Aptiv stock price slips as BorgWarner jumps 22% — CPI and Versigent spin are the next tests
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Aptiv stock price slips as BorgWarner jumps 22% — CPI and Versigent spin are the next tests

Aptiv shares fell 0.5% to $84.70 in early afternoon trading Wednesday, trailing a 22% surge in rival BorgWarner after its quarterly results. The move came as a stronger U.S. jobs report shifted rate expectations and pressured cyclical stocks. Investors are watching Aptiv’s Feb. 18 Barclays conference appearance and its planned Versigent spin-off on April 1.
February 11, 2026
Ford stock rises despite $11 billion quarterly loss as 2026 outlook steadies investors
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Ford stock rises despite $11 billion quarterly loss as 2026 outlook steadies investors

Ford shares rose 0.9% to $13.69 Wednesday after the company forecast 2026 adjusted EBIT of $8–10 billion and free cash flow of $5–6 billion, despite a $11.1 billion net loss last quarter. Ford cited $2 billion in expected tariff costs this year, mainly from aluminum, and flagged temporary supply expenses after a supplier fire. First-quarter results are due April 28.
February 11, 2026
CVS stock price slips today after earnings beat — cash-flow cut and Medicare rates loom
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CVS stock price slips today after earnings beat — cash-flow cut and Medicare rates loom

CVS Health shares slipped 0.6% to $75.24 Wednesday after the company reaffirmed its 2026 earnings forecast but cut its cash flow outlook by $1 billion. CVS reported Q4 adjusted earnings of $1.09 per share on $105.7 billion revenue, beating expectations despite lower profit. Executives criticized proposed 2027 Medicare Advantage rates as inadequate. Investors await final CMS rate decisions by April 6.
February 11, 2026
UniFirst stock price holds firm premarket after report of renewed Cintas takeover talks
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UniFirst stock price holds firm premarket after report of renewed Cintas takeover talks

UniFirst shares rose 0.7% to $231.58 premarket after a 15.1% surge Tuesday, following reports of active acquisition talks with Cintas. Cintas’ $275-per-share cash offer remains about 19% above UniFirst’s current level. UniFirst’s board is reviewing the proposal with advisers. Investors await updates from both companies ahead of UniFirst’s expected April 1 earnings report.
February 11, 2026
Kenvue stock (KVUE) rises in premarket as Kimberly-Clark gains lift takeover math
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Kenvue stock (KVUE) rises in premarket as Kimberly-Clark gains lift takeover math

Kenvue rose 0.9% to $18.32 in premarket trading, while Kimberly-Clark gained 1.1%, as investors awaited the delayed U.S. jobs report. Kenvue’s chief people officer exercised 85,534 options, with shares withheld for taxes and costs. The pending Kimberly-Clark acquisition values Kenvue at about $19.38 per share, leaving a $1.06 gap. Kenvue reports earnings Feb. 17 but will not hold a call due to the deal.
February 11, 2026
Experian share price today: EXPN slips after Snowflake AI Data Cloud tie-up, buyback update
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Experian share price today: EXPN slips after Snowflake AI Data Cloud tie-up, buyback update

Experian shares slipped 0.32% to 2,469 pence in early London trading after the company reported further share buybacks and a new integration with Snowflake. Experian bought 400,000 shares on Feb. 9 and now holds 56.7 million in treasury. The buyback program, capped at $1 billion, is set to run through June 2027. Non-executive director Esther Lee purchased 10.398 ADRs at $34.18 each on Feb. 6.
February 11, 2026
Thermo Fisher Scientific stock slides as $3.8 billion bond deal lands — what to watch next
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Thermo Fisher Scientific stock slides as $3.8 billion bond deal lands — what to watch next

Thermo Fisher shares fell 0.8% to $542.62 Tuesday after the company priced $3.8 billion in senior notes to help fund its pending Clario acquisition. The bonds, issued in four parts with coupons from 4.215% to 5.546%, come as investors track financing costs and deal timing. Thermo Fisher underperformed peers Danaher and Agilent, both up about 1.3% in afternoon trading. The bond offering is expected to close around Feb. 12.
February 10, 2026
Nvidia’s $100 billion OpenAI deal goes cold as talks shift to a smaller stake
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Nvidia’s $100 billion OpenAI deal goes cold as talks shift to a smaller stake

Nvidia’s planned $100 billion investment in OpenAI has stalled amid internal doubts, The Wall Street Journal reported Friday. Talks have shifted toward a smaller deal, with Nvidia CEO Jensen Huang calling the original agreement non-binding. Amazon is in early discussions to invest up to $50 billion, while OpenAI seeks new funding to expand data center capacity. OpenAI also signed a $10 billion-plus deal with Cerebras for additional computing power.
January 31, 2026
China hits Kuaishou e-commerce unit Kuaigou with $3.8 million fine over “illegal acts”
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China hits Kuaishou e-commerce unit Kuaigou with $3.8 million fine over “illegal acts”

China’s market regulator fined Kuaigou, Kuaishou’s e-commerce arm, 26.7 million yuan ($3.84 million) for violations including unreasonable fees, poor consumer protections, and failure to curb counterfeit goods. The penalty follows a September investigation into illegal ads and misleading marketing. Kuaigou said it accepts the decision and will improve compliance.
January 30, 2026
IonQ to buy SkyWater for $1.8 billion to bring quantum chipmaking in-house
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IonQ to buy SkyWater for $1.8 billion to bring quantum chipmaking in-house

IonQ will acquire SkyWater Technology in a cash-and-stock deal valued at about $1.8 billion, giving SkyWater shareholders $35 per share. IonQ aims to use the foundry to accelerate development of quantum processors, targeting 200,000-qubit systems by 2028. SkyWater will operate as a subsidiary and keep its name. IonQ raised its 2025 revenue forecast following the announcement.
January 26, 2026
AppLovin Under Fire: Shuts Down “Array” After Allegations of Secret App Installs
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AppLovin Under Fire: Shuts Down “Array” After Allegations of Secret App Installs

AppLovin shut down its Array app-install platform in Q3 2025, citing lack of economic viability. Researcher Ben Edelman reported about 200 user complaints of apps installing without consent, linking the issue to hidden code in Array. AppLovin denies any secret installs and says all downloads required user approval. The SEC is investigating AppLovin’s data and ad practices.
October 18, 2025
AI Stock Frenzy: Microsoft Tops $4 Trillion, Meta Soars 11%, and Palantir Lands $10B Army Deal – July 31/Aug 1 Roundup
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AI Stock Frenzy: Microsoft Tops $4 Trillion, Meta Soars 11%, and Palantir Lands $10B Army Deal – July 31/Aug 1 Roundup

Microsoft briefly topped a $4 trillion market cap on July 31, the second public company to do so after Nvidia. Meta shares jumped 11.3% to a record on strong Q2 results and AI ad growth. Alphabet raised its AI spending target by $10 billion to $85 billion after beating sales forecasts. Amazon’s stock fell over 7% after hours despite 13% revenue growth, as AWS cloud growth lagged rivals.
August 1, 2025
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