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Stock Market Today: Live Updates 31.07.2026

July 31, 2026


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Rentokil Drops 20% After Margin Cut, Slower Q2 Growth

August 1, 2026, 3:52 AM EDT. Shares of Rentokil Initial tumbled about 20% after the pest control giant lowered its 2027 North America operating margin goal and posted weaker organic growth at 2.4% for Q2 against 2.8% in Q1. First-half revenue and adjusted operating profit still climbed 6.7% and 6.6%. The stock is now trading at a forward P/E near 19. Debt improved, with leverage at 2.4. CEO Mike Duffy said he expects North America growth to speed up in the short term. The selloff dented some portfolios, but Rentokil’s size and exposure to a recession-resistant market keep its longer-term investment pitch in place.

Down 20% in a day! Is this FTSE 100 stock …

Almonty Industries (AII) off ASX, sticks with Nasdaq and Frankfurt

August 1, 2026, 3:51 AM EDT. Almonty Industries Inc. said it got the green light to delist from the Australian Securities Exchange, meaning shares will trade just on Nasdaq and Frankfurt. The company already left the TSX. Management blamed the small number of Australian-held CDIs and the cost of keeping the ASX spot. Almonty is moving from building to ongoing production at its Sangdong tungsten project and says it’s watching ramp-up, operational losses and capital spending. The ASX step was routine, but liquidity now sits with Nasdaq and Frankfurt, which could mean sharper share price swings around news. Investors are still wary of operating, funding and dilution risks. Most are holding off on a call as fair value estimates run wide and the outlook stays mixed.

Is Almonty Industries' (TSX:AII) ASX Exit …

Pro Medicus Drops 27% YTD; Key Metrics Stay Strong

August 1, 2026, 3:05 AM EDT. Pro Medicus Ltd is down 27.14% year-to-date, but the financials are still solid. Founded in 1983, the company makes radiology IT like RIS and PACS. Revenue has a 33.4% CAGR over three years and gross margins are close to 100%. PME booked $83 million profit last year and has grown profit 39% a year over the last three. Net debt is negative at -$153 million, with debt-to-equity at 1.1%. Return on equity comes in at 50.7%. The numbers look strong against the recent drop in PME shares.

6 key numbers to value PME shares

Australian Developers Bet on Metals Rally After Iran War Jitters

August 1, 2026, 3:04 AM EDT.Australian mining developers are seeing value in metals even as markets react to the Iran War. Bill Beament, CEO of Develop Global, said copper, zinc, and lithium have stayed strong in price, though mining stocks slipped. Develop Global, fresh off launching Sulphur Springs and Pioneer Dome, is targeting $1 billion EBITDA in two years. Beament said metals could get a lift when tensions cool, saying copper looks poised for more gains. Official numbers show a small surplus for copper, but with inventories up and more projects moving, base and battery metals still look set for gains.

Cheap as Chips: Once ‘turmoil’ ends, devel…

Holiday Budget Advice: Early Booking May Save on Airfares, Cruises, and Hotels

August 1, 2026, 3:03 AM EDT.Travel experts say booking trips early is the best way to avoid surprise price increases on flights and hotels. Budget travelers can find a seven-night stay at Centara Grand Beach Resort Phuket for $1,079 per person, breakfast and car rental included. Cruises start from $1,744 per person for five days on Princess Cruises’ Grand Princess, with meals and entertainment. Early deals and signing up for agency emails can mean significant savings. Planning before key periods like Wave Season (January to March) usually means better prices and more options.

From $2k to $20k: Holidays that fit within…

PLS Down 3.7% in 2025, Pro Medicus Up 50.5% Off 52-Week Low

August 1, 2026, 2:30 AM EDT. Pls Group Ltd shares have dropped 3.7% since the start of 2025, even with solid revenue growth over the past three years. Pilbara Minerals, which owns the Pilgangoora lithium mine, still faces moves in global spodumene prices because of its focus on commodities. PLS is trading at a price-to-sales multiple of 10.67, well under its five-year average near 20.35, showing the shares are priced lower than they’ve been in recent years. Pro Medicus Ltd , a radiology IT software company, sits 50.5% above its low for the year. PME trades at a price-to-sales of 104.93, higher than its five-year average of 82.69, as investors stay positive on the name. The two names show the split in sentiment between lithium mining and health tech on the Australian market.

I’m keeping an eye on PLS shares in 2026

Standard Life (LSE: SDLF) FTSE 100 Stock Targets 6.18% Yield; £570 Income on 1,000 Shares

August 1, 2026, 2:14 AM EDT. Standard Life (LSE: SDLF) says its FTSE 100 stock has a 6.18% forward dividend yield, with 1,000 shares set to bring in £570 over the next 12 months. Since July 2021, shares are up 33% plus £2.58 per share in dividends. That’s compounding at work, with analysts now seeing a 57p payout for 2026. Shares trade at £9.22 each. The company faces risk from bumpy markets, geopolitics and rising prices, which could hit profits and put the dividend at risk. For now, Standard Life points to its over £300 billion in assets under management as a buffer against volatility.

With a 6.18% yield, 1,000 shares of this F…

JB Hi-Fi shares fall 14.88% this year; earnings, debt in focus

August 1, 2026, 12:22 AM EDT. JB Hi-Fi Ltd shares are down 14.88% since January 1, 2024. The electronics and home entertainment retailer runs three arms: JB Hi-Fi Australia, JB Hi-Fi New Zealand, and The Good Guys. The group sticks to cost leadership and pushes hard on price. Revenue is A$9.59 billion with a 3-year CAGR of 2.5%. Gross margin is 22.3%. Profit has dropped from A$506 million three years ago to A$439 million now, a -4.6% CAGR. Net debt is A$340 million, with debt-to-equity at 42.2%, so equity outweighs debt. Investors are watching JBH’s share price and updates as these trends play out.

A quick way to value the JBH share price

Australian Petrol Prices Seen Topping $2/Litre as Fuel Excise Discount Expires

August 1, 2026, 12:10 AM EDT.Australian petrol prices are on track to go above $2 a litre after the government dropped its 16-cent-a-litre fuel excise discount on August 3. The cut, which began in March to help with high fuel bills, was reduced from 32 cents to 16 cents in July and now it’s finished. Energy Minister Chris Bowen said there will be no more relief, so full excise is back in place. That could push prices beyond 205 cents a litre in the big cities. Diesel is also getting more expensive, with some cities seeing prices close to $2.50. Higher Brent crude costs – up as Middle East conflicts continue – are also lifting wholesale fuel prices. Economists say ending the excise discount will push inflation higher and drive up household fuel bills, which could mean around $20 more in weekly transport spend. Retailers are widely expected to pass the excise increase to drivers within days.

Petrol prices on track to top $2 a litre a…

Aristocrat Leisure up 12% in 2025 as online business grows

August 1, 2026, 12:07 AM EDT. Aristocrat Leisure Ltd shares are up 12.0% in 2025. The Sydney slot-maker, Australia’s biggest, is building out online mobile gaming, which now delivers nearly half its revenue. The business has stable income from both gaming machine sales and recurring fees. Revenue at Aristocrat rose 11.7% annually for the past three years, even with high rates weighing on consumer stocks. ALL trades on a 1.2% dividend yield, near its five-year average. The price-to-sales multiple is 5.82x, a touch above the five-year standard at 5.64x as investor confidence holds up.

A deep dive into ALL shares

Bendigo & Adelaide Bank (ASX: BEN) Trades at Lower PE, May Offer Upside for Yield Investors

July 31, 2026, 11:36 PM EDT. Bendigo & Adelaide Bank Ltd (ASX: BEN) is trading near $11, which has caught the eye of yield-focused investors. The stock has a PE ratio of 13.2, well below the banking sector average PE of 19. The PE ratio looks at share price to earnings per share (EPS). For FY24, BEN’s EPS is $0.87. If BEN was valued at the sector average multiple, it would be worth $16.86 a share, above its current $11.46 price. While the PE ratio is widely used in valuation, it doesn’t tell the whole story. ASX bank stocks make up around one-third of the local market cap and are important to the sector, so BEN sits at the center for many income-driven buyers.

The easiest way to value the BEN share pri…

ANZ Banking Group (ASX: ANZ): What the Numbers Say on Key Valuations

July 31, 2026, 11:35 PM EDT.ANZ Banking Group (ASX: ANZ) is one of the Big Four banks in Australia and New Zealand. The lender gets a 3.3 out of 5 on workplace culture from employee reviews, which is a bit higher than the banking average. ANZ’s net interest margin (NIM) is at 1.57%, under the sector’s 1.78% average. Lending activities make up 78% of the bank’s income. Return on equity (ROE) sits at 9.3%, a touch below the sector’s 9.35% average. These numbers help investors gauge ANZ’s financial strength and investment case with markets unsettled.

How you can value the ANZ share price

Liontown Q4: Stock Shifts Seen as Undervaluation, Overvaluation Debates Pick Up

July 31, 2026, 10:00 PM EDT. Liontown Resources is heading into its Q4 2026 earnings call with the stock down 44.06% in the last 30 days and 63.45% over 90 days, even after a 20.62% climb on the year. Investors are split. Some say Liontown is 38.8% undervalued based on a fair value at A$1.58, well above last close at A$0.965. But by the DCF model, fair value lands at A$0.31, making it look overpriced. The quarter saw a 12% rise in concentrate production, better lithium recovery trials, and a shot at wider margins, but lithium price uncertainty and higher costs are still risks. Views on valuation and cash flow risk remain sharply divided as earnings approach.

Liontown (ASX:LTR) Heads Into Its Q4 Earni…

Telix, Predictive Discovery, Mesoblast: Three ASX Growth Stocks With High Insider Ownership

July 31, 2026, 9:28 PM EDT.Telix Pharmaceuticals, Predictive Discovery , and Mesoblast are getting attention for insider ownership and growth records. Predictive Discovery, focused on gold in West Africa, has growth potential, but faces cash and execution risk. Mesoblast, a biotech firm in Melbourne, works on regenerative cell therapies. It has approved products and wants to expand. These stocks show leaders with stakes in the company and are on the radar for investors looking for growth in a tough market.

Telix Stock And Two Fast Growing ASX Share…

Perth Mint breaks record with 521.2kg gold bar

July 31, 2026, 9:12 PM EDT. Perth Mint in Western Australia turned out a 521.2kg gold bar, grabbing a new Guinness World Record for the largest gold bar. The bar hit 99.999% purity, higher than the usual 99.99% and often called ‘five-nines’ gold. At over half a tonne, it beat Dubai’s prior 300kg record. More than 35 people worked on the project, which ran three days with Guinness watching. The bar’s metal alone is priced over $100 million. Perth Mint said the record backs its refining and the country’s gold trade. Australia’s gold exports could rise to $60 billion by 2025-26, the country’s second-biggest export behind iron ore.

Giant gold bar made in WA sets world recor…

Elevra Lithium shares rise after Q4, but valuation debate heats up

July 31, 2026, 8:27 PM EDT. Elevra Lithium posted its Q4 and full year numbers. The report flagged shifts in ore volumes and output. Shares finished at A$7.46, up 4.34% for the day, but the stock has fallen 22.61% in the last month and is down 44.82% over 90 days. That’s after a huge one-year shareholder gain of 126.06%. Analysts are split. One group sees ELV as cheap, putting a value at A$14.82 on expansion and better margins. But a discounted cash flow model lands at A$4.27, suggesting it’s overvalued. There’s risk from lithium price swings and execution issues at North American Lithium. Some say now’s the time to buy, others are waiting for a better entry.

Elevra Lithium (ASX:ELV) Following Quarter…

AI Stocks Show Revenue Gains—AXQ, XRO Get Attention from Retail

July 31, 2026, 8:26 PM EDT.Artificial intelligence is still drawing investor interest as markets react to inflation and energy swings. The AI Stocks screener features key firms across semis, software, and cloud-all linked to AI infrastructure and apps. Aura Consolidated Group (ASX:AXQ) runs a digital safety platform using AI for cybersecurity and child protection, posting US$192.52 million revenue on 31.3% growth, though it’s losing money and faces liquidity pressure. Xero comes up too, with its cloud-based accounting and AI-powered small business tools bringing in NZ$2.75 billion revenue. Both companies stand out for AI-fueled top-line growth but come with execution risks, putting them on retail radars for further research.

AI Stocks With Revenue Growth Retail Inves…

ASX Stocks and ETFs That Can Help You Retire Early

July 31, 2026, 8:25 PM EDT. Getting to early retirement often comes down to steady compounding with solid ASX shares and diversified ETFs. APA Group (ASX: APA) is on the list for its income from energy assets. Wesfarmers (ASX: WES) offers exposure to multiple sectors and has consistent dividends. Transurban (ASX: TCL) has stable cash flow from its toll roads. For wider coverage, the SPDR S&P/ASX 200 ETF (ASX: STW) tracks Australia’s biggest companies, and both iShares S&P 500 ETF (ASX: IVV) and Vanguard MSCI Index International Shares ETF (ASX: VGS) add global diversification. Together, these options aim for reliable income, growth, and reduced risk to build wealth long-term.

Chasing early retirement? These ASX shares…

What Size Super Balance Generates $12,000 a Month?

July 31, 2026, 7:54 PM EDT.Superannuation lets Australians build passive income for retirement thanks to tax breaks and long-term investing. To get $12,000 monthly, or $144,000 a year, in dividends, the super balance you need changes with the dividend yield. A 7% yield calls for about $2.06 million, while 3.5% means $4.11 million. For 5% and 6% yields, you’d be looking at $2.88 million and $2.4 million. Dividend reliability and potential growth count too. Some turn to real estate investment trusts (REITs) or listed investment companies (LICs) with franking credits for better after-tax income. Super’s low tax rate, especially in retirement, can help push income higher.

How much is needed in superannuation to ta…

AI Arms Race Pushes Tech Debt Higher, Stirring Worries About Market Risks

July 31, 2026, 7:53 PM EDT. The tech sector is acting more like it’s in a debt cycle than reliving the 2000 equity bubble. Hyperscalers are pouring money into an AI investment race with debt fed by GPU and data center deals. Even as gains slow and equipment depreciates, companies keep spending, caught in a ‘dollar auction’ contest to keep their edge. Executives like Zuckerberg and Pichai are telling investors that pulling back on AI is even riskier. Capital outlays are ballooning, and the result is a heavy debt load that could make refinancing tough, with some on the Street worried it could bleed into other markets down the line.

The Wrong Bubble Pt.2

Three Vanguard ETFs stand out for a $10,000 stake

July 31, 2026, 7:21 PM EDT. With $10,000 to put to work, investors have three Vanguard ETFs worth a look. The Vanguard Global Technology Index ETF (ASX: VTEK) holds 300 tech names from around the world, including chip stocks and software, with a 20% limit on single-company weightings. Vanguard Diversified All Growth Index ETF (ASX: VDAL) holds over 6,000 stocks from 50 markets, sticking to growth and skipping bonds, which can mean more swings. The Vanguard U.S. Total Market Shares Index ETF (ASX: VTS) covers the whole U.S. equity market, from large to small caps, taking on U.S.-only risk for a shot at historical growth. Each pick matches a different portfolio aim, whether it’s tech, global breadth, or a U.S. focus.

3 excellent Vanguard ETFs I would buy with…

Snapchat, YouTube, LinkedIn move to curb AI-generated content

July 31, 2026, 7:04 PM EDT. Snapchat is the latest big name to try to limit ‘AI slop’-content made entirely by artificial intelligence-by changing its recommendations. Snap will cut fully AI-made videos out of its Spotlight feed and push more human-made clips. AI-edited or enhanced posts can still show up. YouTube and LinkedIn are rolling out new reporting tools and updating policies to flag or restrict AI-generated material. Researchers say too much AI-made content hurts trust in what people see online. Platforms say they want users to refine posts with AI but warn against filling feeds with repetitive or misleading AI-only uploads. The steps come as worries rise over fake and low-quality content online.

Snapchat joins other platforms in the figh…

Transurban jumps 4.4% YTD as investors favor industrials

July 31, 2026, 6:50 PM EDT. Transurban Group shares are up 4.4% so far in 2025. Investors are picking up industrial sector stocks on the ASX. TCL runs toll roads in Australia, Canada and the U.S., making money from 22 urban motorway routes. Over five years, the S&P/ASX 200 Industrials Index has beaten the broader market with a 5.1% gain, compared to 3.7% for the ASX 200. Many investors see industrials as steady earners. Downer EDI (ASX:DOW) has multi-year government deals, while TCL, Qantas Airways , and Brambles provide services seen as hard to replace. TCL yields 4.19% in dividends, giving holders income support. Industrials are viewed as a play on economic growth, with sector returns linked to infrastructure and population trends.

TCL share price: why investors like indust…

ASX Mining ETFs Log 49%-83% Gains in FY26 as Green Energy Lifts Commodities

July 31, 2026, 6:48 PM EDT. Mining shares jumped in FY26, with the S&P/ASX 300 Metals & Mining Index up 53%. Prices have moved on demand for green energy and AI. Four mining ETFs on the ASX posted big gains. Betashares Energy Transition Metals (XMET) was top, up 83% on copper, lithium and rare earths exposure. Global X Battery Tech & Lithium (ACDC) climbed 78% as lithium prices and battery demand shot higher. SPDR S&P/ASX 200 Resources (OZR) rose 51%, tracking broad-based resource names. The results show ETFs are picking up interest as investors look for access to mining and energy metals during the commodity cycle.

4 ASX ETFs invested in mining that deliver…

National Debt Helpline sees record 183,000 calls as demand jumps 9%

July 31, 2026, 6:20 PM EDT. The National Debt Helpline logged 183,000 contacts in 2025-26, up 9% to a new record. Coordinator Vicki Staff said online chat traffic shot up 50% and calls are running 10-15% higher each month. Financial counsellor Peter Gantley said debt stress is hitting all types of workers and income brackets, with even people in jobs showing up with unpaid bills, arrears and tax trouble. The helpline, free to use, covers debt fixes, grants, talking to creditors and sorting disputes, but it can’t charge fees. Gantley said having a job is no longer a sure sign of financial security as pressure spreads across the country.

The people contacting the National Debt He…

Wesfarmers (ASX: WES) Hits July Highs, Now Faces Bearish Analyst Calls

July 31, 2026, 6:18 PM EDT. Wesfarmers Ltd (ASX: WES) climbed to its highest point in eight months last July, lifted by strong consumer demand and hopes for rate cuts. But sentiment has turned. Analysts see the shares falling as much as 13% in the next year from near $89 now, with an average target of $78. Some expect steeper falls of up to 27%. Morgan Stanley and several others rate the stock a sell, pointing to a stretched valuation after the run-up. Wesfarmers’ scale and push into more Anko stores, Bunnings, and Kmart are seen as longer-term strengths. Even if shares drop, Wesfarmers is forecast to pay a roughly 2.6% FY27 dividend yield, up 7.9% from last year-something income investors may still like as caution returns to the market.

Are Wesfarmers shares a buy in August?

Morgans says buy Newmont, holds on Rio Tinto and Santos

July 31, 2026, 6:16 PM EDT. Morgans puts a buy on Newmont (ASX: NEM), setting a $194 price target on the back of capital returns and what it calls resilience through operational issues. For Rio Tinto (ASX: RIO), Morgans sticks with a hold and a $159 target following half-year results-balance sheet looks stronger, but the broker calls the stock fully valued. Santos (ASX: STO) stays at hold, though the target drops to $7.90 after lower production guidance and headwinds from federal gas policy. Morgans sees more upside for Newmont, while Rio Tinto and Santos could be capped by valuation and sector risks. The broker says investors should keep these calls in mind when looking at mining names.

Buy, hold, sell: Newmont, Rio Tinto, and S…

ASX:REH Jumps 20.6% in 2025, REA Group Trades Off Lows with Lower Price-Sales Ratio

July 31, 2026, 5:45 PM EDT. Reece Ltd (ASX:REH) shares have climbed 20.6% so far in 2025 on the back of steady revenue and a rising dividend, with a current yield at 1.58%, higher than its five-year average. Reece is the top plumbing and bathroom supplier in Australia and has moved into irrigation, pools, and HVAC. REA Group Ltd , which owns Realestate.com.au, is up 22.6% off its 52-week low. Its price-sales ratio at 12.54 still sits below the five-year average of 17.41. REA, mostly owned by News Corp, makes most of its money from property ads and financial products. The two stocks trade on different valuation metrics – mature dividend payer for Reece, and growth tech play for REA.

REH and Rea Group Ltd: 2 ASX shares to dig…

Microsoft lifts ASX data centre, cloud stocks with revenue, capex jump

July 31, 2026, 5:44 PM EDT. Microsoft posted 18% higher Q4 revenue to US$90 billion and net income up 31% to US$35.8 billion. The company’s capex soared 69% year-on-year to US$41 billion on physical infrastructure and cloud. That’s been good for ASX data centre and connectivity stocks. NextDC sees $5 billion in AI capex for FY27. Goodman Group has banked 6.4 GW in power for new data centre projects. Megaport supplies the connectivity piece for linking companies to Azure. Data#3 (ASX:DTL) still posted cloud product sales growth but flagged margin squeeze. Microsoft’s spending is driving upside for Australian infrastructure and cloud names.

What do Microsoft's strong earnings mean f…

Melbourne Inner Suburbs See House Price Drops as Outer Areas Gain

July 31, 2026, 5:29 PM EDT.Melbourne’s property market split over the 12 months to June, with house prices diving as much as 26.6% in inner suburbs like Toorak and South Yarra, while Riddells Creek and Melton in the outer belt posted rises of up to 22.5%. The citywide median dropped 3.1% to $1.04 million. High-end areas have taken the biggest hit as higher rates and rising living costs bite, Domain chief residential economist Dr Nicola Powell said. For first-home buyers, tougher lending and higher expenses mean more people need help from family. Pressure on affordability and different performances across suburbs are shaking up the market.

Melbourne suburbs where house prices rose …

Lynas Rare Earths Takes Discounted Zero-Coupon Convertible to Boost Expansion Funds

July 31, 2026, 5:28 PM EDT. Lynas Rare Earths Limited raised funds with a callable, zero-coupon convertible bond maturing 2031, issued at a 15.48% discount. The structure lets Lynas skip interest payments and leaves the door open for conversion to equity down the line. Proceeds help finance expansion at Mt Weld and add to the A$750 million equity raise due 2025. The extra cash backs project work and working capital but leaves Lynas’s main risks-project execution and operations-largely in place. Analysts see A$2.4 billion in revenue and A$1 billion in earnings by 2029, but some numbers are much lower as supply and cost worries persist. Investors face possible dilution and pricing swings in rare earths.

Did Lynas’ Zero-Coupon Convertible Bond Is…

Oil shock from Iran conflict pushes up prices for Australian consumers

July 31, 2026, 5:14 PM EDT. The Iran war has set off a major oil shock, pushing up fuel costs and hitting Australia’s economy. Fuel prices have filtered through the supply chain, lifting milk prices more than 6% since February. Dairy freight, diesel, fertiliser, and packaging are all more expensive. Coles and Woolworths haven’t cut milk prices, even as fuel costs come down, pointing to stubbornly high input costs. Economists say this sort of oil-driven spike could keep inflation running high, hitting more than just dairy-it could push up prices for other staples as well. The conflict has exposed supply chain weak spots and shows how geopolitical tension in oil markets can flow through to everyday prices.

From coffee to commute, the Iran war is sh…

Macquarie Group Names Greg Ward as Next CEO, Keeps Strategy Unchanged

July 31, 2026, 5:13 PM EDT. Macquarie Group said Greg Ward will step in as CEO in November 2026, replacing Shemara Wikramanayake. Ward, an insider with experience running Banking and Financial Services and a stint as Global CFO, fits with the group’s line on continuity. The transition keeps Macquarie’s focus on digitisation, private credit and commodities, and the firm isn’t flagging changes to capital allocation or its strategic outlook for now. Still, the company faces some risk from lower client activity in Commodities and Global Markets. At the 2026 AGM, shareholders voted down a proposed constitutional amendment. Projections have Macquarie’s revenue reaching A$21.6 billion and earnings A$5.6 billion in 2029, but fair value estimates vary, tied partly to different takes on funding risks and reliance on external borrowing.

The Bull Case For Macquarie Group (ASX:MQG…

How Much Dividend Income a $400,000 ASX Share Portfolio Can Bring In

July 31, 2026, 5:12 PM EDT. A $400,000 investment in ASX-listed dividend stocks can put real cash in your pocket. On a 3% yield, that’s about $12,000 a year-think Macquarie Group, Commonwealth Bank, BHP Group. If you lift the yield to 6%, possible with names like Origin Energy or Harvey Norman, income climbs to about $24,000. Go above 7%, and you could see $28,000 or more, though the risk picks up too. Spreading out across different dividend stocks helps lower the risk. These numbers are before tax and franking credits.

How much could a $400,000 ASX share portfo…

Viva Energy, AMP Lead July Rally on ASX 200

July 31, 2026, 5:11 PM EDT. The S&P/ASX 200 advanced 2.25% in July, with Viva Energy Group Ltd (ASX: VEA) up 38% after early first-half FY26 numbers put group EBITDA at $770-$780 million on better refining margins and regional shortages. AMP Ltd (ASX: AMP) gained 33.5%, helped by stronger profit guidance of $170-$180 million, citing better China partnerships and higher investment income. Perpetual Ltd (ASX: PPT) rose 22% as takeover offers from EQT AB improved. Boss Energy Ltd (ASX: BOE) climbed 21% after showing record uranium output and a bigger cash position.

These were the best-performing ASX 200 sha…

Westpac (WBC) shares near $38: How analysts value the stock

July 31, 2026, 4:55 PM EDT. Westpac Banking Corp (ASX: WBC) shares are hovering close to $38. Analysts often look at the Price-to-Earnings (PE) ratio and the Dividend Discount Model (DDM) to value the stock. WBC’s PE ratio is 19.7x, just above the sector average of 19x, so the stock comes in around fair value to peers. The PE approach puts sector-adjusted value at $37.21. For banks, analysts often use the DDM since payouts tend to be steady, but the method needs more detailed dividend forecasts. Australian banks like WBC draw investors with reliable dividends and franking credits, helping cut dividend taxes. Neither valuation approach gives a sure answer-investors still need to dig deeper before making decisions on WBC shares.

Are WBC shares good value? 2 ways to value…

Scentre Group and Coles Shares Seen as Blue Chip Picks on ASX

July 31, 2026, 4:40 PM EDT. Scentre Group shares are down 7.3% in 2025, but the business still owns a $34 billion shopping centre portfolio and is nearly fully leased at 99% occupancy. Coles Group is trading close to its 52-week high and has about 28% share of the Australian grocery market. SCG posted a debt/equity ratio of 87.3% and an average dividend yield of 4.8%. Its return on equity came in low at 1.0% in 2023. Coles is running with higher leverage at 278.4% debt/equity, but has a 3.8% dividend yield and a stronger 32.4% ROE for FY24. That puts SCG in the income and maturity bucket, while Coles looks more profitable but more leveraged. Investors may want to weigh these numbers with the rest of the financials before making a move.

SCG shares: your next blue chip investment…

Brokers Pick NAB, Lynas, Domino's as August Buys on ASX

July 31, 2026, 4:39 PM EDT. Brokers put buy calls on three ASX names going into earnings season: National Australia Bank (NAB), Lynas Rare Earths (LYC), and Domino’s Pizza Enterprises (DMP). UBS says NAB offers a 20% upside as its net interest margin and business lending improve, even after the stock sold off. Canaccord Genuity points to over 50% upside for Lynas, which remains the key non-China source of heavy rare earths for EV motors and renewables. UBS also upgrades Domino’s, noting it’s trading through some short-term swings but has better long-term franchise economics. Latest numbers show NAB growing both revenue and dividends, Lynas hitting record sales despite some production snags, and Domino’s reporting stronger cash flow but citing planned write-downs on its balance sheet.

Brokers name 3 ASX shares to buy in August

Chinese AI Startups Stir Global Tech Markets as Competition Grows

July 31, 2026, 4:07 PM EDT. Chinese firms DeepSeek, Z.ai, and Moonshot AI are shaking up global tech, with Moonshot’s Kimi K3 drawing attention for its low-cost approach. Their gains have stoked volatility on Wall Street and led to U.S. officials accusing China of misusing intellectual property. The Nasdaq 100 briefly slipped into correction, and South Korea’s Kospi index dropped hard before bouncing partway back. Some analysts say growing competition could put pressure on big tech’s heavy AI spending to pay off. In Australia, startups like Relevance AI are moving to open-weight models that can be downloaded, tracking these changes. The AI race is now moving money and shifting tech valuations in the U.S., South Korea, Japan, and Australia.

Chinese AI shakes up global markets

Transition to Retirement Strategy Gives Aussies a Way to Retire at 60

July 31, 2026, 3:21 PM EDT. Retiring at 60 looks tough for many Australians, but the Transition to Retirement (TTR) setup gives some a real option. With TTR, people aged 60 or older can tap their superannuation while they keep working. That means they can cut back hours but boost take-home pay with super income, which could trim tax and let them keep building their super with salary sacrifice. There are benefits like an easier exit from work and possible tax breaks, but limits on contributions and withdrawals are a risk. Experts say talk to a financial adviser to see how it fits your plans.

Want to retire at 60? This superannuation …

ASX ETFs ASIA, HVLU, OZR clock big gains in FY26

July 31, 2026, 3:20 PM EDT. Betashares Asia Technology Tigers ETF (ASX: ASIA) surged 96% in fiscal 2026, leading ASX-listed ETFs. VanEck MSCI International Value (AUD Hedged) ETF (ASX: HVLU) posted a 67% return, while SPDR S&P/ASX 200 Resources ETF (ASX: OZR) added 51%. ASIA holds large Asian tech like Samsung Electronics. HVLU tracks value stocks, seen as inflation-resistant. OZR invests in big resource names including BHP Group. The funds give investors access to diverse global and local sectors and are pitched as low-cost, growth-focused options for Australians wanting both returns and income.

3 ASX ETFs that delivered 50% to 95% retur…

ASX Investors Look to CBA, Telstra for $500 a Month in Passive Income

July 31, 2026, 2:48 PM EDT. Australians chasing $500 in passive income each month from ASX shares-or $6,000 a year-are looking at dividend payers like Commonwealth Bank (CBA) and Telstra (TLS). At a share price around $178, CBA’s 2.9% dividend yield means someone would need about 1,165 shares ($208,300) to pull in $6,000 in yearly cash dividends. Fully franked payouts come with added tax benefits. Telstra trades at $5.07 with a 4.1% yield, so about 28,570 shares ($144,900) would be needed for the same headline cash return-or less after franking credit adjustments. CBA posted a 6% gain in interim net profit, and Telstra saw an 8.1% rise plus a bigger dividend. Splitting investments between the two can help bring down the entry cost and spread risk. Share price, yield, franking, and earnings are all in play for would-be passive income investors.

Chasing $500 a month in passive income? He…

Investors Pivot to Climate Adaptation, LSE TPI Centre Says, as Extreme Weather Batters Profits

July 31, 2026, 1:46 PM EDT. The London School of Economics’ TPI Global Climate Transition Centre says investors are turning from climate change mitigation toward climate adaptation as extreme weather and higher temperatures hit factories and supply chains. Investors are now looking at short-term risks, like shutdowns and disruptions, from more frequent heatwaves and floods. The Centre expects more work on adaptation strategies as companies see the impact in their results. Political pushback on climate rules is also rising in the UK, US, and Europe, raising fresh questions about net zero goals and making future policy moves less clear.

LSE TPI Centre warns investors shift to cl…

FTSE 100 Slips From Record, Finishes Week Up 1.2%

July 31, 2026, 12:41 PM EDT. The FTSE 100 slipped 0.3% to 10,868.05 Friday after touching a fresh intra-day record near 11,000, but still booked a 1.2% gain for the week. The FTSE 250 and AIM All-Share also dipped on the day, with mixed moves for the week. NatWest climbed 3.2% as it lifted its 2026 outlook and set an earlier buyback. IG Group slumped 14% after announcing a $1.3 billion Underdog deal, even with 18% H1 2026 revenue growth. J Sainsbury added 1.0% after selling Argos for £120 million to focus on its main food unit. Investors grew more cautious as bond yields rose, with U.S. 10-year Treasurys at 4.74% after Fed officials left rate hikes on the table despite a pause.

FTSE 100 closes just below milestone after…

UK petrol at 18-month high as Iran worries push oil above $90

July 31, 2026, 11:38 AM EDT. Petrol in the UK hit 160p a litre, the most since November 2022, as Brent crude climbed past $90 on fresh conflict in the Middle East. Diesel rose to 179p, still under April’s high. RAC said filling a family car now costs £88 for unleaded and £98 for diesel. Millions of drivers are facing higher prices just as summer trips begin. The latest increase comes after US-Iran tensions resurfaced with a ceasefire collapsing, squeezing flows through the Strait of Hormuz. The Fuel Finder scheme helped push pump prices down faster when wholesale costs fell, according to the government.

UK petrol price hits Iran war high, adding…

FTSE Russell to Change Index Treatment for 0 1/8% Index-linked Treasury Gilt 2031

July 31, 2026, 11:37 AM EDT. FTSE Russell said it will update UK index-linked gilt indices for the 0 1/8% Index-linked Treasury Gilt 2031 (GB00BNNGP551) as that bond nears maturity. Starting August 10, 2026, the gilt moves to the FTSE Actuaries UK Index-Linked up to 5 Years Index, and drops out of the over 5 Years, 5-15 Years, and 5-25 Years indices. FTSE Russell said the changes are meant to keep the benchmarks in line with the bond’s reduced maturity. Contact FTSE Russell or see lseg.com/ftse-russell for more info.

REG – FTSE Russell – 0 1/8% Index-linked T…

RBC Keeps Outperform Rating, £136 Target on LSE Group

July 31, 2026, 11:21 AM EDT. Royal Bank of Canada held its outperform call on London Stock Exchange Group (LON:LSEG), sticking to a £136 price target and pointing to almost 60% upside potential from here. LSEG also has positive views from Jefferies, JPMorgan, Deutsche Bank, and Citigroup, giving it a consensus buy rating and a £121.50 target. LSEG shares slipped 1.1% to GBX 8,514 on higher volume, but the company posted a 13.41% net margin and 6.10% return on equity. LSEG’s new share repurchase program shows management is confident in the stock. Market cap is at £41.46 billion. Street is looking for 405.5p EPS this year after better first-half numbers and raised guidance.

London Stock Exchange Group (LON:LSEG) Giv…

Financial Services: ING Groep, NAB, Bursa Malaysia Move on Market Shifts

July 31, 2026, 11:05 AM EDT. Financial services players ING Groep, National Australia Bank (NAB), and Bursa Malaysia are in focus. Traders are watching ING Groep with recent sector changes in view. NAB is making strategy moves as it handles economic headwinds. Bursa Malaysia is moving in line with Southeast Asia market trends. Here’s what’s happening with these firms that traders are tracking now.

Financial Services Roundup: Market Talk

Betfred to shut 132 shops, 600 jobs set to go after tax hike

July 31, 2026, 10:33 AM EDT. Betfred said it will close 132 betting shops and axe more than 600 jobs from September, blaming new gambling taxes and a tough economy. The UK firm said remote gaming duty goes up from 21% to 40%, and adds a new 25% online sports betting levy from 2027-horse racing is exempt. CEO Jo Whittaker said the current setup means it can’t keep all its stores open. After this move, Betfred will have about 1,100 shops left. Rivals Paddy Power and William Hill have also cut stores to cope with higher taxes. Betfred said affected staff will get support as it keeps running the rest of its estate.

Betfred to shut 132 shops after gambling t…

Aschenbrenner Vows Comeback After Situational Awareness Fund Drops 67% in July

July 31, 2026, 10:16 AM EDT. Leopold Aschenbrenner said he’ll “fight another day” after his AI-driven hedge fund Situational Awareness lost 67% in July. The sharp drop is a big hit during a tough market for AI-investing. Aschenbrenner called the losses “very expensive scars” and said he’d learn from the setback. The fund looks to recover as investors focus on how it responds to pressure on both AI and hedge funds this month.

Leopold Aschenbrenner vows to ‘fight anoth…

FCA to press ahead with UK equity consolidated tape as ESMA backs EuroCTP

July 31, 2026, 10:00 AM EDT. The UK’s FCA rolled out plans for a UK equity consolidated tape, aiming to pull trading data from different venues into a single stream. The announcement comes after last year’s bond tape launch, which pulled in 1.6 million licence subscriptions. The regulator is looking to improve transparency and data availability while shoring up confidence in UK equities. An interim reporter will publish daily trading stats until the full tape arrives, which the FCA wants live in about 18 months. In the EU, ESMA just authorised its first consolidated tape provider, EuroCTP, covering shares and ETFs. The FCA is also asking for input on how to track market quality and possible regulatory steps as it targets market fragmentation.

FCA Advances UK Equity Consolidated Tape a…

Australian Fuel Prices to Jump with Excise Cut Lifting

July 31, 2026, 9:48 AM EDT. Australian drivers are bracing for higher fuel prices after the government ends its 16 cents per litre excise cut at midnight Sunday. With the tax break gone, prices at the bowser are tipped to rise, hitting commuters and raising transport costs across the country. Motorists and businesses now face the full excise again, after a temporary pause meant to ease some pressure at the pump.

Why Aussies facing another fuel price jump

BoE seen cutting QT pace to £50 billion by September 2027

July 31, 2026, 9:47 AM EDT. Investors expect the Bank of England will ease back on quantitative tightening, with the bond portfolio likely to shrink by £50 billion in the year to September 2027, compared to a £70 billion reduction this year. The survey shows markets now see the BoE slowing the pace of its QT program over the coming years.

UK markets expect £50 billion of QT in yea…

BAE Systems, Rolls-Royce, Babcock All Rise on Results — Some Investors Book Gains

July 31, 2026, 9:46 AM EDT. UK defence stocks BAE Systems, Rolls-Royce, and Babcock International rallied this week as each reported strong results and bigger order books. BAE Systems shares jumped 8.85% and are up 12.85% for the year after first-half operating profit climbed 11% to £1.7bn. The board also hiked its dividend. Rolls-Royce saw half-year revenue up 26% to £11.3bn, though defence is just a quarter of its total profit. Babcock advanced following a 19% rise in full-year operating profit before one-offs. With price-to-earnings ratios close to 27, some shareholders locked in gains amid tariff risks and geopolitical tension. Some analysts flagged global risks but say UK defence stocks still look attractive for longer-term buyers at the right price.

Babcock, Rolls-Royce and BAE Systems share…

GB Group (LSE: GBG) Lists 66,921 New Shares on London Market

July 31, 2026, 9:45 AM EDT. GB Group plc (LSE: GBG) added 66,921 ordinary shares to trading on the London Stock Exchange Main Market. The share increase brings in more liquidity for investors. GB Group continues to grow its share capital.

GB Group Adds New Shares to London Stock E…

Anteris Technologies Global puts ASX trading on hold after CDI notice delay

July 31, 2026, 9:31 AM EDT.Anteris Technologies Global put a trading halt on the ASX from July 31, 2026, after missing the deadline to lodge a cleansing notice for 44,068 CHESS Depositary Interests (CDIs) issued on July 10, 2026. The CDIs came from exercised November 2025 warrants. The notice was not filed within five business days as required. Anteris says the notice will be lodged late, and the company will ask the Federal Court under section 1322 to validate the late filing from the CDI issue date. Management said the oversight is not price sensitive and there was no excluded information at the time. Nasdaq trading is not affected. The step is to ensure rules are followed and aim for little market impact.

Anteris Technologies Global requests ASX t…

Tesla (TSLA) slides more than 25% in July as ChatGPT sees uncertain path

July 31, 2026, 9:30 AM EDT. Tesla (NASDAQ: TSLA) shares have dropped over 25% this month, raising questions about where the stock goes from here. ChatGPT puts a 45% chance on another 10-20% slide, a 30% chance the stock goes nowhere, and a 25% shot at a strong rally to new highs. The AI’s take is hardly definitive and shows just how volatile Tesla has become with earnings misses, Elon Musk’s leadership in the spotlight, and big spending around Robotaxis and Optimus. Investors remain on edge, watching for margin gains and free cash flow as Tesla faces tariffs and global tensions. The outlook for TSLA stays all over the map, depending on both company moves and the wider economy.

I asked ChatGPT if Tesla stock will crash …

Kosmos Energy Q2 2026 Earnings: GF Value Sees 31% Upside

July 31, 2026, 9:14 AM EDT. Kosmos Energy Ltd (LSE:KOS) is set to announce Q2 2026 results on August 3. Analysts expect revenue of $365 million. GF Value puts a 31% upside on the shares at current levels. Investors are watching for results on cash flow and earnings as volatility continues in the energy sector. Exploration and production figures may move the stock.

Earnings To Watch: Kosmos Energy Ltd (LSE:…

BP to shed North Sea unit; AI stocks lead South Korea rally

July 31, 2026, 9:01 AM EDT.BP is moving to sell its North Sea assets in a shift on the oil front. South Korea’s market saw AI shares jump, pushing records as investors chased growth bets. Oil prices are higher on geopolitical worries, sending UK petrol to yearly highs and diesel even further up. Amazon shot up 11% before the open thanks to cloud and earnings numbers, adding $280 billion in market cap. Apple slipped 8% after flagging supply chain problems. The Bank of England and Bank of Japan stuck with current rates; the BOJ said rate hikes could come from September on inflation. ExxonMobil reported profits up 67% at $14.7 billion last quarter but dropped 2% pre-market after missing estimates.

BP to sell North Sea business; AI companie…

ASX Seen Rising as Microsoft Drives US Tech Gains

July 31, 2026, 8:59 AM EDT. The ASX is set to open up about 110 points, or 1.2%, tracking a Wall Street rally powered by Microsoft and tech shares. US stocks moved higher as big tech posted strong gains, lifting sentiment. Solid earnings and fading rate worries added to the momentum. Traders are watching for more upside on the local market with tech optimism in focus.

The Morning Catch-Up: ASX set to rebound a…

Ken Griffin Backs Hedge Fund, AI Shares Jump

July 31, 2026, 8:44 AM EDT. Ken Griffin’s cash injection into hedge fund Situational Awareness set off a rally in global artificial intelligence stocks, giving the sector a brief lift. Traders are split over whether this is the bottom for AI names or if more market blowouts are coming. Griffin’s deal shows investors are still cautious with tech stocks swinging sharply.

Griffin’s Move Offers AI Reprieve as Trade…

Betfred Plans 600 Job Cuts, Shutters 130+ Shops on Tax, Economy Pressure

July 31, 2026, 8:43 AM EDT. Betfred is set to lay off 600 staff and shut over 130 betting shops, blaming higher taxes and economic uncertainty. The bookmaker pointed to growing costs and changes in how people bet. Betfred hopes the move will shore up its finances as retail betting remains tough.

Betfred to cut 600 jobs and close more tha…

ASX futures up 1.2% after Microsoft-led tech gains on Wall Street

July 31, 2026, 8:27 AM EDT. Futures for the Australian sharemarket point to a 1.2% jump, tracking a rally in U.S. tech stocks led by Microsoft. Wall Street’s strong run improved global mood. The tech sector stayed in focus as buyers stepped in, signaling risk appetite. ASX is set for a 110-point lift after choppy trading. Traders are keeping an eye on earnings and economic data for the next move.

The Morning Catch-Up: ASX set to rebound a…

Henderson Far East Income, Ashmore Group Deliver High Yields for FTSE 250 Investors in 2024

July 31, 2026, 8:12 AM EDT. Putting £20,000 into FTSE 250 names Henderson Far East Income and Ashmore Group would mean £1,780 in dividends this year, based on current yields. Henderson Far East Income, focused on Asia-Pacific, is running a 9.84% trailing yield and returned 23% total with dividends over 12 months. Ashmore Group, which manages emerging markets funds, is yielding 8.1% with a 29% total return as investors return to emerging markets. Both stocks struggled for a while but are getting a lift from BRIC growth and better market sentiment. Risks include oil price moves and currencies. For income seekers, both stocks look appealing as 2024 brings cautious optimism.

£20k invested in these 2 FTSE 250 stocks c…

FTSE 100 Hits Another Intraday High, Set for Biggest Monthly Gain Since February

July 31, 2026, 7:55 AM EDT. The FTSE 100 pushed to a new intraday record for a third straight day on Friday, lifted by strong corporate earnings and gains from the energy sector. The index is tracking for its largest weekly and monthly rise since February. Busy trading this week followed central bank policy decisions and fresh Middle East tensions that kept volatility elevated. Investors kept buying on the back of earnings, even as geopolitical risks lingered. UK equities showed resilience, helping the main benchmark post its best month since February.

London's FTSE 100 eyes biggest monthly ris…

UK watchdog to build unified UK equity trade record in 18 months

July 31, 2026, 7:41 AM EDT. The City watchdog laid out plans to put together a single record of UK equity market trading in the next 18 months. The regulator says the move should make share-market data easier to access with one source for trades. A main goal is to boost transparency and help investors and market players get data faster. This project fits into ongoing work to make UK equity markets more efficient.

UK regulator moves to simplify access to s…

FTSE 250: HFEL and Ashmore Group Seen Generating £1,780 in Income on £20k This Year

July 31, 2026, 7:40 AM EDT. Henderson Far East Income (LSE: HFEL) and Ashmore Group (LSE: ASHM) are offering big dividend yields for FTSE 250 investors looking for income. HFEL pays a 9.84% dividend yield and has raised payouts every year since 2000, even after its shares fell 16% over five years. Including dividends, HFEL is up 13% this year, with total return near 23%. Ashmore Group, focused on emerging markets, kept up its dividend through sector downturns and is now set for a turnaround as sentiment changes. Together, a £20,000 investment in both could throw off around £1,780 in dividends this year-an option for investors after extra income while global uncertainty continues.

£20k invested in these 2 FTSE 250 stocks c…

ASX 200 climbs again as AI push lifts miners

July 31, 2026, 7:25 AM EDT. Materials stocks jumped on the ASX, lifted by demand linked to AI, and helped the ASX 200 log its fourth monthly win in a row. Miners that supply rare earths and other metals used in AI tech led gains as investors kept favoring sectors tied to artificial intelligence. The rally shows upbeat mood around AI-related names and has supported a steady run for the broader market.

AI demand lifts ASX, Aussie miners

Hyundai Capital Australia Deal Targets Cheaper EV Leasing; Hyundai Shares Up 11%

July 31, 2026, 7:24 AM EDT. Hyundai Capital Australia and Smart are teaming up to streamline novated leases for electric vehicles, aimed at cutting costs and bringing more EV buyers into the market. The plan folds in cost breaks like Fringe Benefits Tax exemptions for eligible models, targeting buyers looking for more flexible ways to get into EVs. Hyundai Motor shares jumped 11% to ₩389,500 as investors showed strong confidence. Ibiden Ltd rose 22% to ¥16,650, while Aisin fell 11.7% to ¥2,224 after reporting Q1 2027 results. Hyundai’s push into eco-friendly models is seen as a driver for both revenue and margin growth as it chases scale.

This Week In Electric Vehicles – Hyundai P…

Jefferies Keeps Buy Call on LSEG, Sees 29% Upside

July 31, 2026, 7:23 AM EDT. Jefferies stuck with its “buy” on London Stock Exchange Group (LON:LSEG), holding a £110 target. That’s about 29% above where shares trade now. Citigroup, Deutsche Bank and JPMorgan are also staying positive. LSEG dropped 0.7% to GBX 8,542, with shares moving between GBX 6,684 and £102.90 over the year. The group posted quarterly EPS of GBX 244.90, with net margin at 13.41% and ROE at 6.10%. The board recently approved a stock buyback, pointing to management seeing shares as undervalued. LSEG runs financial market infrastructure and data globally, from trade execution through risk management.

Jefferies Financial Group Reiterates Buy R…

Deutsche Bank Sticks to Buy Call on London Stock Exchange Group, Sees £110 Price Target

July 31, 2026, 7:22 AM EDT. Deutsche Bank Aktiengesellschaft kept its buy rating on London Stock Exchange Group (LON:LSEG), with analysts keeping their £110 target price on the stock. That implies upside of almost 29% from where shares were last trading, near GBX 8,542, with the company’s market cap at £41.59 billion. Jefferies and JPMorgan Chase both hold positive outlooks as well. JPMorgan has boosted its own target to £137. For its latest quarter, LSEG posted earnings per share of GBX 244.90 and trades at a price-to-earnings ratio of 36.04. The group’s continued buyback program is seen as a sign management still sees value. LSEG runs key infrastructure and delivers data services for global markets, including trade execution, clearing, and risk management.

London Stock Exchange Group (LON:LSEG) Ear…

FCA Sets Out Rules on UK Equity Data Feed, Eyes LSE Volumes

July 31, 2026, 7:09 AM EDT. The UK Financial Conduct Authority set the boundaries for publishing data on UK stocks. The FCA wants to lift activity on the London Stock Exchange by making trading data clearer and easier to get. The regulator detailed which data feeds are allowed for UK equities, saying this should help draw in more traders and help markets run smoother.

UK’s Markets Regulator Unveils Scope of Da…

Games Workshop (GAW.L) Lists 200 More Shares for Employee Program

July 31, 2026, 7:08 AM EDT. Games Workshop has placed 200 more 5p ordinary shares on the London Stock Exchange’s Main Market. The shares are tied to its employee share scheme. Employees get access to these shares as part of the program. The extra stock adds to the total in issue but does not change liquidity much. The step fits with its ongoing push for employee ownership in its governance.

Games Workshop Adds Employee Scheme Shares…

LSE Cut on Worries Over Buybacks and Valuation

July 31, 2026, 7:07 AM EDT. The London Stock Exchange got a ratings cut as analysts flagged concerns that its buyback program is distorting valuation. Wolf Report, an analyst with over 10 years in European and North American equities, called out risks in recent trends, especially around short-term and options moves. The downgrade comes as buybacks face more scrutiny. Cutting the share count can lift the price, but some say it hides problems under the surface. The analyst suggested investors dig deeper and be aware of withholding taxes when buying European stocks. The note said newer investors should be careful, given the volatility and complexity buybacks bring to how LSE trades.

London Stock Exchange: Buybacks Impact Val…

FTSE MIB Nears Record as Tech Rallies, Earnings Lift Market

July 31, 2026, 6:54 AM EDT. The FTSE MIB traded around 52,580 on Friday, closing in on its record as AI-linked tech stocks and strong earnings drove buying. STMicroelectronics and Prysmian both jumped over 4%. Leonardo also gained more than 3% after solid Q2 results and higher 2026 guidance. Brunello Cucinelli and Amplifon moved higher on upbeat sales and growth numbers. Most banks traded up. The index posted its first weekly climb in a month as investors bought back into sectors with better results.

FTSE MIB Moves Toward Record Levels

ASX 200 Ends Just Below 9000 as Copper, AI Names Lift Market

July 31, 2026, 6:38 AM EDT. The ASX 200 hit a high of 9059.80 but finished at 8976.8, up 0.1% on the session and 2.3% for the month. Copper stocks like BHP and Rio Tinto advanced, riding a tech-driven rally out of South Korea tied to AI hopes. Microsoft pushed US tech stocks higher, adding US$450 billion in value in one day. Softer June inflation in Australia kept bets alive that the RBA will stick with a 4.35% rate. Oil names held firm even as crude dropped 2%. CSL slid 3.8% after broker downgrades, weighing on health care. Bank stocks fell, with Commonwealth Bank, NAB and ANZ all in the red. Fresh money moving in gave the market extra support, as some investors looked to Australia as a haven versus tech-heavy indexes.

Market wrap: ASX 200 moves above the 9000 …

FBR Ltd Applies to List 18,283 More Shares on ASX

July 31, 2026, 6:37 AM EDT. FBR Ltd has asked the ASX to quote another 18,283 fully paid ordinary shares. The new shares add to the company’s total. FBR says it’s keeping market operations transparent as it grows.

FBR Ltd Adds 18,283 Shares to ASX Quotatio…

Aura Energy edges closer to Tiris uranium call; Sylvania Platinum income drops as prices weigh

July 31, 2026, 6:36 AM EDT.Aura Energy (LON: AURA) moved ahead with its Tiris uranium project in Mauritania, sorting out technical issues and looking at funding, management said. A pilot plant could start up in October with an investment decision expected by the end of the year. Shares added 4.35% to 6p. Sylvania Platinum (LON: SLP) turned in record annual platinum group metals output at 95,885 ounces, but lower prices pulled quarterly revenue down. Shares fell 9.76% to 74p. Also out on AIM: Colefax Group posted sales growth, while Cap-XX launched a placing to fund manufacturing upgrades. Mixed financial news hit the tape as projects moved forward and pricing pressure hung on.

AIM movers: Aura Energy moving towards fin…

ASX 200 breaks 9000 as copper, Microsoft and AI optimism lead gains

July 31, 2026, 5:48 AM EDT. ASX 200 briefly topped 9000 points, finishing at 8976.8 helped by a fourth straight month of gains and optimism for copper. Copper miners BHP and Rio Tinto moved up, tracking firmer copper prices and appetite for AI, which also helped lift South Korean tech stocks. Microsoft (MSFT) added almost $450 billion in market value after a record single-day jump. Softer inflation in Australia kept bets alive that the Reserve Bank will hold rates at 4.35%. Overseas money flowed in, offsetting sluggish moves in local tech and healthcare. Oil names edged higher even as crude shed 2% on easing Middle East risk.

Market wrap: ASX 200 moves above the 9000 …

FTSE 100 holds steady at open, DAX off 0.15% as July finishes

July 31, 2026, 5:45 AM EDT. The FTSE 100 started the session flat in London as July ends, while the DAX dropped 0.15%. The CAC 40 was nearly unchanged. Trading stayed muted in Europe with little movement heading into August and investors cautious.

FTSE 100 Flat at the Open

BP looks to exit North Sea oil and gas after 60 years as new CEO pushes changes

July 31, 2026, 5:43 AM EDT. BP has started selling off its North Sea oil and gas unit in a sweeping move by new CEO Meg O’Neill, winding down more than 60 years of regional output. O’Neill is pushing to simplify BP’s business and cut debt. She said the North Sea is still a big piece of the UK energy supply but argued someone else should own the assets. The decision comes after the UK signaled a softer stance on oil and gas. Chris Beauchamp, a market analyst, called the move a “watershed moment” and pointed to BP growing tired of policy delays. UK Energy Secretary Miatta Fahnbulleh said the focus should be looking after workers and local communities through the process. BP first entered the North Sea back in 1964 and made big finds like Forties. The sale arrives shortly after O’Neill took over as CEO and as BP’s chairman was pushed out over governance issues.

BP puts North Sea oil and gas business up …

FTSE 100 Closes Out Strong Month With 4.5% Jump as Corporates Move Shares

July 31, 2026, 5:41 AM EDT. The FTSE 100 hit another record close to 10,970 on Friday, rising more than 0.5% on the day. The index is tracking a roughly 2.2% gain this week and is up about 4.5% for the month, the best since February. Oil prices kept falling and chip stocks stayed volatile. NatWest shares jumped almost 4% on new guidance and a buyback plan. J Sainsbury gained over 3% after news broke it sold its Argos business. Pearson lost 4% even though it stuck to its outlook. IG Group sank 5% after disclosing a $1.3 billion US deal. IAG stock was off 1.6%, missing revenue estimates and warning on higher fuel costs and Middle East issues.

FTSE 100 Posts Best Month Since February

CBA shares trade at $177.53, NIM and ROE stay ahead of rivals

July 31, 2026, 5:39 AM EDT. Commonwealth Bank of Australia (CBA) shares last changed hands at about $177.53. The Net Interest Margin (NIM) is 1.99%, beating the ASX major bank average of 1.78%. The Return on Equity (ROE) stands at 13.1%, well above the sector’s 9.35%. CBA’s market share in mortgages is over 20% and more than 25% for credit cards. The workplace culture score sits at 3.4 out of 5, just above the sector average of 3.1. These numbers sum up CBA’s strong grip on Australia’s banking landscape for long-term investors.

4 best numbers to value CBA shares

FTSE 100 Sets New High as US Tech Rebounds Lift Global Stocks

July 31, 2026, 5:35 AM EDT. The FTSE 100 climbed to a new record on Friday, getting a push from strong US tech gains, especially in AI-linked stocks. The NASDAQ snapped back 2.7% after a recent pullback, with CoreWeave and Nebius both up more than 30%. Earnings from Microsoft added to the upbeat mood even with Iran conflict worries in the background. UK miners and major banks like NatWest posted solid numbers, helping keep the FTSE 100 moving higher. IAG turned in a mixed report-profits dropped on higher fuel bills but still topped forecasts, pointing to some success on costs in a tougher market.

FTSE 100 hits record after US tech rockets…

Africa Bitcoin Corporation Targets Aquis Listing, Eyes SME Lending Expansion

July 31, 2026, 5:33 AM EDT. Africa Bitcoin Corporation is moving ahead with a secondary listing on London’s Aquis Growth Market set for August 17. The Johannesburg firm, which already trades on five venues including in South Africa and Frankfurt, is seeking more reach to global capital to push more lending to African SMEs often bypassed by banks. Its lending arm earns an 18% interest return. ABC ring-fences Bitcoin in its treasury to hedge currency swings and bring loan rates down-cutting them from 13% to 5%. The move comes after a conditional £250,000 funding round. The company says the Aquis listing will boost its position as Africa’s economic growth keeps climbing, with the continent expected to become the fourth-largest market by 2050.

Africa Bitcoin Corporation set for Aquis I…

FTSE 100 Sets New Record as AI Drives Tech Rally in Europe

July 31, 2026, 5:17 AM EDT. European markets moved higher with the Stoxx 600 up, lifted by fresh bets on artificial intelligence stocks. The FTSE 100 pushed to a record, with UK blue chips gaining ground as investors chased AI winners. The latest gains come as optimism over AI trends and solid earnings support tech shares. Some traders are looking for the next AI catalyst and how it could move broader markets.

European shares advance, FTSE 100 hits fre…

Beetaloo Energy (BTL) seeks ASX quote for more shares

July 31, 2026, 5:02 AM EDT. Beetaloo Energy Australia Limited (BTL) is looking to have additional shares quoted on the ASX after an update from Empire Energy Group Limited about Beetaloo’s share capital. The proposed listing aims to help Beetaloo grow its shareholder base and improve liquidity. Investors are watching as energy stocks draw more attention on the ASX. Details on the share issue and listing schedule are still to come. Beetaloo calls this part of its capital raising plans as it looks to boost its presence in the Australian energy market.

Beetaloo Energy Seeks ASX Quotation for Ad…

Lloyds H1 profit hits £4.3bn, launches £1bn buyback and reworks prefs

July 31, 2026, 4:31 AM EDT. Lloyds Banking Group posted a statutory pre-tax profit of £4.3bn for H1 2026. Net income came in at £9.7bn, up 9%, with net interest income also up 9% at £7.3bn, giving a NIM of 3.19%. Other income climbed 11% to £3.3bn; costs were flat. Lloyds lifted its dividend by 30% and started a £1bn buyback to run through January 27, 2027, using Goldman Sachs. The bank also reclassified its Existing Preference Shares to Tier 2 capital, ranking them above AT1 securities in a wind-up, changing capital structure and regulatory capital ranking.

Key facts: LSE:LLOY £4.3bn H1 profit; £1bn…

ASX Gains as Miners, Banks Lead Early Trade

July 31, 2026, 4:19 AM EDT. The Australian Securities Exchange traded higher with miners and banks out in front. Buyers stepped in after new economic data and earnings landed. Traders kept an eye on global trade news and central bank moves for signs on direction. Some uncertainty remains but the tone stayed mostly positive. Mining stocks and financials helped lift the main index.

What's driving the ASX higher?

Taylor Wimpey (TW) slides on dividend cut as UK housing outlook dims

July 31, 2026, 4:18 AM EDT. Taylor Wimpey shares dropped 5% after the company cut its dividend and gave cautious guidance, pointing to a tough UK housing market. The builder reported first-half revenue up 1.7% at £1.68 billion but adjusted operating profit down 19.4% to £129.7 million as margins shrank. Home completions fell to 4,986 and the full-year target is now 10,600-10,800 units, pointing to weaker sales and affordability issues. Average selling price was up 6.7% at £334,000, but the order book dropped to £2.0 billion from £2.19 billion. Year-on-year, cash almost halved to £168.6 million with ongoing cladding costs still hitting liquidity. The board cut the dividend to 4% of net assets, aiming to keep the balance sheet solid as market pressures build. Buyers are still watching prices closely, and trading stays cautious.

Taylor Wimpey shares fall after dividend c…

Live Stock Market Updates for July 31, 2026

July 31, 2026, 4:17 AM EDT. Catch live market coverage for July 31, 2026. Updates roll in from 4:00 AM EDT, bringing early moves, trends, and market action. Track what unfolds today in stocks, indices, and the wider financial markets.

Stock Market Today: Live Updates 31.07.202…

ASX Earnings Season Starts with High Valuations, Mixed Outlooks

July 31, 2026, 4:16 AM EDT. ASX companies kicked off earnings with volatile market conditions as investors face weak consumer confidence, elections in play, and geopolitical risks. The index is trading at a 21x earnings multiple, well above the 16x long-run average. Dividend yield comes in at 3.33%, lower than usual. Market consensus expects 13% profit growth for 2025-26 but analysts warn of unprecedented volatility. Electronics and health stand out in consumer stocks, helping JB HiFi and Sigma Healthcare, but furniture and alcohol sales are falling behind. Coles remains a pick over its retail peers. Traders expect a patchy profit season with sector moves shaped by various catalysts and risks, and uncertainty still weighing on the outlook.

Criterion: Hold on tight for a rocky profi…

BP puts North Sea business up for sale under new CEO Meg O'Neill

July 31, 2026, 4:15 AM EDT. BP PLC is selling its North Sea operations, moving to simplify its portfolio under new CEO Meg O’Neill. The company is offering the North Sea assets, a key part of its business, as it scrambles to manage the global energy transition and cut exposure to mature fields. BP hasn’t named buyers or set a timeline. The sale follows the strategy to focus on core businesses and rework capital spending as market conditions shift.

BP puts North Sea business up for sale

Mateusz Brzeziński

Mateusz Brzeziński is a financial and technology journalist at Bez-kabli.pl, covering stocks, artificial intelligence, semiconductors and global market developments. He graduated from the Prague University of Economics and Business in the Czech Republic and previously worked in financial analysis before moving into business journalism. His reporting focuses on the companies, technologies and market trends shaping the global economy.

Stock Market Today

  • Serica Energy (LSE:SQZ) shares up after analysts turn positive, oil prices climb
    August 15, 2026, 11:55 AM EDT. Serica Energy (LSE:SQZ) traded 4.8% higher at 240.40 GBX after a series of analyst upgrades, as expectations for rising crude and increased geopolitical risk in the Strait of Hormuz drove renewed interest in UK North Sea operators. Analysts pointed to Serica's capital discipline and ability to grow production while keeping debt under control. The calls focus on Serica's mix of mature assets and development projects, with new investor attention on its cash flow as oil prices rise. The upgrades put Serica in the spotlight for potential medium-term production gains.