Latest market news
Independent UK financial coverage with full source attribution.
BK 2026 update — filings and holdings
BAC Q2 2026: filings, holdings, and macro context
SCHW Q2 2026 update — filings and holdings
MA Q2 2026: filings, holdings, and macro context
PayPal Q2 2026 revenue $8.68bn; crypto adjustment and merger talks noted
PayPal reported Q2 2026 revenue of $8.68 billion and an $81 million earnings adjustment tied to crypto assets; PYPL was the directly named equity, and investor attention on potential merger discussions was reported alongside the results.
J&J agrees $5.5bn settlement to resolve talc cancer lawsuits
Johnson & Johnson will pay $5.5 billion to settle roughly 69,000 US lawsuits alleging its talc products caused ovarian cancer, covering 99.75% of remaining claims.
Humana beats quarterly earnings but HUM shares fall on unchanged guidance
Humana reported quarterly earnings above estimates and reaffirmed its 2026 adjusted profit guidance at a minimum of $9 per share; HUM shares declined following the announcement despite the earnings beat.
Michael Burry warned of systemic risk in PE-owned insurer AI debt holdings
Michael Burry publicly warned on 27 July 2026 that private equity-owned insurers had concentrated holdings of AI-linked debt securities, characterising this as a potential threat to the AI investment cycle. No price moves or regulatory responses were reported.
PYPL July 2026 update — filings and holdings
GS Q2 2026 update — filings and holdings
JPM Q2 2026: filings, holdings, and macro context
MS Q2 2026 update — filings and holdings
MRK Q2 2026: filings, holdings, and macro context
V Q2 2026: filings, holdings, and macro context
Goldman Sachs and JPMorgan launch tech-sector corporate debt trading products
Goldman Sachs and JPMorgan Chase launched trading products this week aimed at adjusting exposure to technology sector corporate debt, with LQD and HYG identified in the brief as the benchmark instruments relevant to the hedging mechanisms involved.