News 1 May 2026 - 2 May 2026

Etihad Orders 10 Boeing Jets, Raising Talk of Hard-to-Get 787 Slots

Stock Market Today: Live Updates 15.07.2026

LIVEMarkets rolling coverageStarted: July 15, 2026, 4:00 AM EDTUpdated: July 15, 2026, 6:45 AM EDT ASX ETFs to Watch in July: NDQ, MOAT, VAS July 15, 2026, 5:59 AM EDT. Australian investors looking at ETFs in July might focus on a few key names. The Betashares Nasdaq 100 ETF (ASX: NDQ) gives tech-heavy U.S. exposure through big names like NVIDIA and Apple, plus themes like AI and cloud. VanEck Morningstar Wide Moat ETF (ASX: MOAT) holds U.S. companies picked for strong long-term advantages and mixes quality with a value tilt, with stocks such as Fortinet. For broad local exposure, Vanguard
July 15, 2026
NAB Share Price Near $40: The Monday Result That Could Decide The Dividend Trade

NAB Share Price Near $40: The Monday Result That Could Decide The Dividend Trade

National Australia Bank heads into Monday’s session with its shares hovering close to A$40, as the bank gears up to unveil first-half numbers. Investors have their eye on rising bad-loan provisions, talk of a capital raise, and questions swirling around the dividend outlook. NAB’s 2026 half-year results are scheduled for release at 10:30 a.m. AEST on May 4. The release comes at a tricky moment. Just ahead of the Reserve Bank of Australia’s May 5 call, where 30 out of 33 economists polled by Reuters are betting on a 25-basis-point bump to 4.35%. “Inflation is basically too high in Australia,” said AMP economist My Bui. ANZ, CBA, and NAB all stick with a 4.35% peak, Reuters noted, while Westpac stands
May 2, 2026
Rolls-Royce Shares Rise as Profit Forecast Survives Middle East Shock

Rolls-Royce Shares Rise as Profit Forecast Survives Middle East Shock

Rolls-Royce Holdings plc climbed 1.46% to finish at 1,199.20 pence Friday, pushing higher after sticking to its 2026 guidance even as airline customers face turbulence from the Middle East conflict. The British engine maker’s shares left the FTSE 100 trailing; the index dipped 0.14%. Why does this matter? Rolls-Royce’s civil aerospace arm lives and dies by airline activity. Carriers pay for engine use and servicing on long-haul aircraft, making engine flying hours a critical indicator for future service revenue.
May 2, 2026
HSBC Earnings Loom: Dividend Decision and Asia Growth Put Bank Rally to Test

HSBC Earnings Loom: Dividend Decision and Asia Growth Put Bank Rally to Test

HSBC Holdings Plc faces its first-quarter results next week, with eyes on both the looming dividend call and the question of whether hefty share gains can hold. The London-listed lender is set to announce earnings at 5 a.m. BST Tuesday, May 5, and according to a stock-exchange notice, directors will weigh a first interim dividend for 2026. HSBC shares ended Friday at 1,359.40 pence. Timing’s key here, since HSBC has shifted expectations higher. Back in February, the bank bumped up its return on tangible equity goal, aiming for at least 17% between 2026 and 2028. Buybacks are off the table until the common equity tier 1 ratio—a key buffer against losses—moves back into or above the 14%–14.5% range it’s targeting.
May 2, 2026
Unilever PLC Price Hikes Are Back: Dove Maker Beats Forecasts, Then Flags Cost Squeeze

Unilever PLC Price Hikes Are Back: Dove Maker Beats Forecasts, Then Flags Cost Squeeze

Unilever PLC plans to roll out targeted price hikes later this year, finance chief Srinivas Phatak said, describing the adjustments as “small doses.” The move comes as increased costs linked to the Iran war took the shine off a quarterly sales beat for the group behind Dove soap and Axe deodorant. Timing is key here. Unilever’s been working to win back volume—actual units sold—since a series of steep price hikes nudged customers over to cheaper private labels. More hikes now could jeopardize that progress, particularly in the home care segment, where oil-based chemical costs filter directly into detergents and cleaners.
May 2, 2026
BP Could Quit the North Sea in £2 Billion Reset as New CEO Cuts Debt

BP Could Quit the North Sea in £2 Billion Reset as New CEO Cuts Debt

BP PLC is weighing whether to offload part or all of its UK North Sea business, Bloomberg News reported Friday. The potential sale—valued around £2 billion—would mark a sharp pullback for the British oil giant in a region where it has deep roots. According to the report, BP’s review spans its upstream operations: fields, wells, platforms, the lot. There’s still no guarantee the process results in a sale. Timing is key here. Meg O’Neill stepped in as BP’s chief executive in April, just as the company faced calls to reduce its debt load and channel more capital into oil and gas projects with straightforward returns. BP has pressed pause on share buybacks—those are purchases of its own shares—and net debt
May 2, 2026
Why Lloyds Banking Group plc’s New AI Agent Push Matters Now

Why Lloyds Banking Group plc’s New AI Agent Push Matters Now

Lloyds Banking Group plc rolled out Envoy, an in-house platform aimed at deploying and managing AI agents, pushing its artificial-intelligence work deeper into the bank’s daily functions. These AI agents, essentially software that executes multi-step assignments once given a goal, are set to be used securely throughout the group, according to Lloyds. The system was developed with Google Cloud. Timing is key here. Lloyds wants to prove AI is more than just another tech expense—it’s supposed to boost productivity. Investors are tracking whether UK banks can maintain strong profits with the economic outlook getting tougher. According to the group, generative AI brought in roughly 50 million pounds in value in 2025, with expectations for over 100 million pounds more this
May 2, 2026
UK & AU Stock Market Today: Live Updates 02.05.2026

UK & AU Stock Market Today: Live Updates 02.05.2026

LIVEMarkets rolling coverageStarted: May 2, 2026, 12:00 AM EDTUpdated: May 2, 2026, 11:59 PM EDT ANZ Banking Group Shares: Valuation Using PE Ratio and Dividend Discount Model May 2, 2026, 11:33 PM EDT. ANZ Banking Group (ASX: ANZ) shares trade around $36 amid analysis using two key valuation tools. The price-to-earnings (PE) ratio, which relates share price to annual earnings per share, stands at 16.6x for ANZ, below the banking sector average of 19x, suggesting potential undervaluation against peers. Using the sector average PE, ANZ's adjusted valuation is about $40.69 per share. Analysts also use the Dividend Discount Model (DDM),
May 2, 2026
Cochlear Limited Stock Bounces After Profit Shock — Why ASX Investors Are Still Nervous

Cochlear Limited Stock Bounces After Profit Shock — Why ASX Investors Are Still Nervous

Shares of Cochlear Ltd snapped higher on Friday, landing the hearing-implant company among the day’s better performers on the ASX 300. Still, Friday’s close at A$98.77—up A$4.77, or 5.1%—hardly put a dent in the slide triggered by last month’s earnings warning. The stock remains down 41.6% for the past month and sits 64.0% below year-ago levels, according to Market Index data. Timing is in focus as investors gauge if the selloff has hit bottom. The ASX cash market typically trades up to 16:00 Sydney time during regular sessions, then moves into closing-price auctions. That means Friday’s final prices still stand as the last official snapshot, as of Saturday morning.
May 2, 2026
Goodman Group Shares Rise as AI Data Centre Bet Gets Fresh Investor Backing

Goodman Group Shares Rise as AI Data Centre Bet Gets Fresh Investor Backing

• Goodman Group advanced roughly 1.3% Friday, building on Thursday’s 2.2% jump as Australian real estate names were in demand.• Geoff Wilson at Wilson Asset Management flagged Goodman as a leading pick for AI infrastructure, pointing to its power, land, and funding advantages.• Data centres accounted for 73% of Goodman’s A$14.4 billion development pipeline in its most recent results—a figure covering both ongoing and committed projects. Goodman Group stock advanced in Sydney on Friday, pushing its rebound into a third session as buyers circled property plays linked to artificial intelligence infrastructure and data centers. The S&P/ASX 200 finished up 0.74%, with real estate shares picking up 1.01%.
May 2, 2026
Mineral Resources stock jumps after POSCO lithium deal clears key hurdle

Mineral Resources stock jumps after POSCO lithium deal clears key hurdle

Mineral Resources Ltd locked in formal investment and shareholder deals with POSCO Holdings of South Korea, confirming the sale of a 30% stake in a new lithium joint venture and pushing the US$765 million arrangement toward regulatory review and completion. The joint entity, LithCo, is set to house MinRes’ current 50% holdings in the Wodgina and Mt Marion lithium projects in Western Australia. Timing’s a factor here. Just the day before, MinRes bumped up its full-year volume outlook for major units and reported net debt dropping roughly A$400 million over the March quarter. Shares finished Friday at A$66.70—up 4.7%—ranking the stock among the ASX 300’s top performers that session.
May 2, 2026
Northern Star Resources Buyback Moves: 1.3 Million Shares Cancelled as A$500 Million Plan Kicks In

Northern Star Resources Buyback Moves: 1.3 Million Shares Cancelled as A$500 Million Plan Kicks In

Northern Star Resources Ltd has scrapped 1,316,181 ordinary shares following its on-market buyback, according to a new filing. That brings its outstanding ordinary shares down to 1.4298 billion. The shares, purchased off the market, ceased on April 30, with the company spending A$28.995 million for the lot. Why it matters: this marks the first actual drop in Northern Star’s share count since the buyback was announced a month ago. On April 30, the company scooped up 641,557 shares for A$13.44 million. That brings total repurchases so far to 2.37 million shares, costing Northern Star about A$51.33 million, according to its daily update.
May 2, 2026
Coca-Cola Europacific Partners Stock Gets Barclays Lift After Q1 Sales Jump, But Easter Boost Clouds the Read

Coca-Cola Europacific Partners Stock Gets Barclays Lift After Q1 Sales Jump, But Easter Boost Clouds the Read

Barclays bumped its price target on Coca-Cola Europacific Partners up to $108 from $106, sticking with its Overweight call after the company’s first-quarter sales topped expectations and management reaffirmed the 2026 outlook. The move came from analyst Lauren Lieberman on April 30, according to StreetInsider. It’s a key moment: investors want to see how far major drinks bottlers can boost price and mix before volume takes a real hit. CCEP pointed to pricing, mix, and an earlier Easter as sales drivers, sticking to its forecast for full-year revenue growth of 3% to 4%, and about 7% gain on operating profit.
May 2, 2026
Why Woolworths Group Shares Slid After A$18.1 Billion Sales Beat

Why Woolworths Group Shares Slid After A$18.1 Billion Sales Beat

Woolworths Group Ltd managed to top sales forecasts last quarter, but that wasn’t enough to stop a sharp drop in shares. The Australian grocer flagged that rising fuel expenses and increased price cuts for customers will drag on earnings in its core food segment. Shares tumbled as much as 9.8% to A$33.63 on Thursday, Reuters noted, even with group sales beating Visible Alpha estimates. No one’s questioning if people are still picking up groceries—they are. The real puzzle for Woolworths is how much margin it can protect as fuel, freight, and supplier costs climb, especially with shoppers sticking to discounts and budget baskets.
May 1, 2026
PLS Group’s $38.1 Million Lithium Bet Tests Australia’s Battery Ambition

PLS Group Stock Alert: AustralianSuper Cuts Stake as Lithium Rally Heats Up

AustralianSuper Pty Ltd cut its voting power in PLS Group Limited to 12.87% from 13.88%, a May 1 substantial-holder filing showed, trimming its exposure by about 32.5 million votes while remaining a major investor in the lithium miner. The filing listed AustralianSuper’s present interest at 414.8 million ordinary shares. The timing matters. PLS stock closed Friday at A$6.14, up 1.99%, after lithium shares rallied again on the ASX and investors weighed whether the rebound in battery-materials names has run ahead of fundamentals.
May 1, 2026
Woodside’s $17.5 Billion Louisiana LNG Bet Hits a Buyer Snag

Woodside’s $17.5 Billion Louisiana LNG Bet Hits a Buyer Snag

Perth, Australia, May 2, 2026, 05:07 AWST Woodside Energy Group Ltd. is having a tough time lining up buyers for liquefied natural gas from its proposed Louisiana export plant, with liquefaction fees coming in higher than current U.S. market rates, according to two people with knowledge of the situation who spoke to Reuters. Liquefaction fees refer to the cost for converting gas into liquid for tanker transport.
May 1, 2026
Westpac Banking Corporation Earnings Preview: $75 Million RAMS Hit, RBA Rate Hike and Bad-Debt Watch

Westpac Banking Corporation Earnings Preview: $75 Million RAMS Hit, RBA Rate Hike and Bad-Debt Watch

Westpac Banking Corp faces its half-year earnings with investors zeroing in on credit costs, after energy-market turmoil sparked by the Middle East conflict forced the lender to lift provisions and dented Treasury and Markets revenue. Reuters, calling Westpac Australia’s second-largest bank by assets, noted that its provisions for possible bad loans are now sitting at their highest level since the COVID-19 era. It’s a tricky overlap. Westpac plans to unveil its first-half 2026 numbers at 10 a.m. Tuesday, right as investors are bracing for the Reserve Bank of Australia’s latest rates decision.
May 1, 2026
Macquarie’s Mortgage Surge Before Earnings: Why Australia’s Big Banks Are Watching

Macquarie’s Mortgage Surge Before Earnings: Why Australia’s Big Banks Are Watching

Macquarie Group Ltd’s banking arm led March growth in household mortgage lending among Australian authorised deposit-taking institutions, tacking on A$3.6 billion, or 2.1%. That pushed Australia’s overall home-loan market to a fresh high of A$2.46 trillion. Authorised deposit-taking institutions — ADIs — include banks and other licensed firms permitted to accept customer deposits. Timing is key here. Macquarie will unveil its results for the year through March 31 on Friday, May 8, which means its retail banking performance faces immediate attention just before investors get a look at the complete earnings story.
May 1, 2026
ANZ Group Holdings Profit Beat Gets a Hard Look as Shares Slide on Revenue Worries

ANZ Group Holdings Profit Beat Gets a Hard Look as Shares Slide on Revenue Worries

ANZ Group Holdings delivered a better-than-expected first-half profit. Even so, shares slid as investors brushed aside cost reductions and provisions for bad debts, focusing instead on the slowdown in revenue growth. ANZ, headquartered in Melbourne, posted a statutory profit of A$3.65 billion for the six months ended March 31. Cash profit—excluding non-core items—landed at A$3.78 billion. ANZ noted that, after removing significant items from the previous half, cash profit was up 14%.
May 1, 2026
Commonwealth Bank Australia Sees 250% Fixed-Rate Search Surge Before RBA Decision

Commonwealth Bank Australia Sees 250% Fixed-Rate Search Surge Before RBA Decision

Borrowers in Australia are scrambling for stability. Commonwealth Bank of Australia reported a surge—searches for fixed-rate loan terms soared by more than 250% in March compared with the same month last year, ahead of what’s expected to be another Reserve Bank of Australia rate hike next week. “Knowing what your repayments will be over a period of time can make it easier to plan and manage expenses,” said Marcos Meneguzzi, CBA’s executive general manager for home buying. The issue has fresh urgency: Australian mortgages remain mostly tied to variable rates, meaning repayments shift along with the RBA’s cash rate. That’s the key lever for borrowing costs. In its February policy statement, the RBA put the share of new and outstanding
May 1, 2026
BHP Group Ltd’s Quiet Critical-Minerals Bet Lands Just as Copper Takes Center Stage

BHP Group Ltd’s Quiet Critical-Minerals Bet Lands Just as Copper Takes Center Stage

DISA Technologies Inc, a U.S.-based firm focused on squeezing more value from mining sites and old mine waste, has secured $33 million in fresh funding, according to the company. The round, led by Galvanize, saw participation from BHP Ventures, the investment arm of BHP Group Ltd. Melbourne’s mining heavyweight put its venture capital muscle behind the deal. BHP is looking for growth not just from big new mines, but also by squeezing more out of copper, potash, and the ore bodies it already owns. Critical minerals—key for energy, industrial, and security supply chains—often take years to reach the market, so tech that speeds up recovery and needs less capital has become a focus.
May 1, 2026
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