Today: 25 June 2026

Shiseido cuts 2025 outlook to ¥52bn net loss, books ¥46.8bn Americas impairment and launches 200‑person voluntary exit

Shiseido cuts 2025 outlook to ¥52bn net loss, books ¥46.8bn Americas impairment and launches 200‑person voluntary exit

Shiseido cut its full-year forecast to a ¥52 billion net loss, citing a ¥46.8 billion goodwill impairment in its Americas business and weaker demand. The company lowered revenue guidance by ¥30 billion to ¥965 billion and announced 200 voluntary retirements in Japan. Dividend guidance remains unchanged at ¥40 per share. Nine-month net sales fell 4% to ¥693.8 billion.
10 November 2025
E. coli Alert: France Recalls Reblochon de Savoie AOP Sold at E.Leclerc, Grand Frais and Fresh — What to Check Now (November 10, 2025)

E. coli Alert: France Recalls Reblochon de Savoie AOP Sold at E.Leclerc, Grand Frais and Fresh — What to Check Now (November 10, 2025)

French authorities recalled two Reblochon de Savoie AOP cheeses for E. coli STEC O26 contamination: E.Leclerc’s “Nos Régions ont du Talent” (lots 5-258, 5-258V) and Masson Reblochon sold at Grand Frais and Fresh (lot 5-258V). Products were sold nationwide between October and November 2025. Consumers are told not to eat the cheese and to return or destroy it for a refund. Recall ends November 21 or 26, depending on retailer.
10 November 2025
Axia Energia debuts AXIA3; court declares Oi bankrupt; Kepler Weber gets R$11 offer — Brazil market wrap (Nov 10)

Axia Energia debuts AXIA3; court declares Oi bankrupt; Kepler Weber gets R$11 offer — Brazil market wrap (Nov 10)

Oi was declared bankrupt by the 7th Business Court of Rio de Janeiro; telecom services will continue temporarily under court supervision as assets are liquidated. Axia Energia began trading under new tickers on B3 and NYSE, with AXIA3 rising 1.84% by mid-morning. Kepler Weber received a non-binding R$11 per share offer from GPT, a 48.3% premium to the 60-day VWAP.
Wall Street Rebounds: PCE In‑Line, Tariff Shock, and Fed‑Cut Bets — What It All Means (Sept. 26, 2025)

Japan Market Wrap (Nov 10): Sharp Lifts FY26 Outlook on PC Rush; Nikkei 225 Rebounds; BOJ Signals Near‑Term Rate Hike; Takaichi’s Stimulus Draft Targets Growth

Sharp nearly doubled first-half net profit year-on-year and raised its full-year outlook, citing strong PC demand after the Windows 10 support cutoff. The Nikkei 225 closed up 1.26% at 50,911.76, led by semiconductor and platform stocks. Bank of Japan policymakers see a stronger case for a near-term rate hike, minutes show. A draft of PM Takaichi’s stimulus plan includes targeted tax breaks for 17 industries, with details due Nov. 21.
10 November 2025
Tokyo Stock Exchange Surges to Record Highs on AI Boom – Inside the Nov 3, 2025 Rally

Nikkei Jumps 635 Points as US Shutdown Deal Nears; Yen Softens, JGB Yields Rise, and 38 Japan Stocks Log All‑Time Highs (Nov. 10, 2025)

Japan’s Nikkei 225 surged 635.39 points to 50,911.76 on Monday after a key U.S. Senate vote signaled progress toward ending the 40-day federal government shutdown. The yen weakened past ¥154 per dollar, and Japanese government bond yields rose to multi-year highs. Tech and cyclical stocks led gains, while defensives lagged. Olympus shares jumped on restructuring news; Honda fell after cutting guidance.
Lenskart IPO Frenzy: Sky-High Valuation Meets Surging Demand – Will Investors See Big Gains?

Lenskart IPO Listing Today: Shares List at a Discount, Fall 11% Intraday, Then Close Above Issue Price — What It Means for Investors (Nov 10, 2025)

Lenskart shares opened below their ₹402 issue price in Mumbai on Monday, dropped as much as 11% to intraday lows near ₹356, then rebounded to close slightly higher at ₹404.55 on the NSE. Early trading implied a market value of about ₹69,000 crore. The debut followed concerns over high valuations and a sharp fall in grey-market premiums despite strong IPO demand.
Shutdown Drags On But Wall Street Hits Records – Here’s What’s Driving Markets

Asian Stocks Rebound on Tech Surge: Nikkei and Kospi Jump as U.S. Shutdown Breakthrough Lifts Sentiment—China Lags Despite CPI Tick-Up (Nov. 10, 2025)

Japan’s Nikkei 225 rose 1.3% to 50,911.76 and South Korea’s Kospi jumped 3.0% to 4,073.24, led by gains in chipmakers like Tokyo Electron and SK Hynix. The rally followed progress in Washington toward ending the U.S. government shutdown and upbeat comments from Nvidia on AI chip demand. Chinese shares lagged despite positive inflation data.
Siemens Energy Hits Record Highs as Analysts Boost Targets: How AI, Grid Demand and a Wind Turnaround Drive the Stock Rally

Siemens Energy Soars After Jefferies Upgrade to €134; Commerzbank Jumps on Deutsche Bank ‘Buy’ as DAX Closes +1.65% (Nov 10, 2025)

Siemens Energy jumped as much as 5.5% to €107.40 after Jefferies upgraded the stock to “Buy” and raised its price target to €134. Commerzbank surged to €33.34 following a Deutsche Bank Research upgrade and a new €37 target. The DAX closed up 1.65% at 23,959.99, its strongest session in three weeks, as investors responded to easing U.S. budget tensions.
10 November 2025
XRP Today (Nov. 10, 2025): DTCC Lists Spot XRP ETFs, Profit‑Taking Jumps to $220M, and a Solana Dev’s ‘Scam’ Remark Sparks Debate

XRP Today (Nov. 10, 2025): DTCC Lists Spot XRP ETFs, Profit‑Taking Jumps to $220M, and a Solana Dev’s ‘Scam’ Remark Sparks Debate

Five spot XRP ETFs from issuers including Bitwise and Franklin Templeton appeared on the DTCC’s “active/pre-launch” list, signaling progress but not SEC approval. On-chain data shows long-term XRP holders realizing about $220 million in daily profits as prices cool. A Solana developer publicly called XRP a “scam,” fueling debate. XRP’s market value stands near $135 billion.
10 November 2025
Eli Lilly (LLY) Pops on Fresh Deal Spree: MeiraGTx Gene Therapy Tie‑Up, New AI Collaboration, and Leerink Upgrade — Nov. 10, 2025

Eli Lilly (LLY) Pops on Fresh Deal Spree: MeiraGTx Gene Therapy Tie‑Up, New AI Collaboration, and Leerink Upgrade — Nov. 10, 2025

Eli Lilly agreed to pay $75 million upfront and over $400 million in milestones for global rights to MeiraGTx’s pediatric blindness gene therapy. The company also announced an AI drug discovery partnership with Insilico Medicine, worth over $100 million in potential payments. Leerink Partners upgraded Lilly shares and raised its price target to $1,104, sending the stock up about 5% intraday.
U.S. Mint Launches Marine Corps 250th Anniversary Silver Eagle Today — Price, Mintage, Mint Mark, and How to Buy (Nov. 10, 2025)

U.S. Mint Launches Marine Corps 250th Anniversary Silver Eagle Today — Price, Mintage, Mint Mark, and How to Buy (Nov. 10, 2025)

The U.S. Mint launches the 2025-P American Eagle One Ounce Silver Proof Coin today at noon ET for $105, marking the Marine Corps’ 250th anniversary. The coin features a Marine Corps coat of arms privy mark, Philadelphia “P” mint mark, and a mintage limit of 100,000. Orders are limited to one per household for the first 24 hours and must be placed on the Mint’s website. Shipping begins mid-December.
10 November 2025
Wendy’s to Close 200–350 U.S. Restaurants as ‘Project Fresh’ Accelerates — What We Know Today (Nov. 10, 2025)

Wendy’s to Close 200–350 U.S. Restaurants as ‘Project Fresh’ Accelerates — What We Know Today (Nov. 10, 2025)

Wendy’s will close about 200 to 350 U.S. restaurants, or a mid-single-digit percentage of its footprint, starting late 2025 through 2026. The company cited a 4.7% drop in U.S. same-restaurant sales in Q3 and said closures will target underperforming locations. No list of affected stores has been released. The move is part of a broader turnaround effort called “Project Fresh.”
10 November 2025
CoreWeave (CRWV) Q3 Earnings Today: 5 Things to Watch as AI Trade Wobbles — Revenue, RPO, Power Capacity, and Big‑Tech Deals

CoreWeave (CRWV) Q3 Earnings Today: 5 Things to Watch as AI Trade Wobbles — Revenue, RPO, Power Capacity, and Big‑Tech Deals

CoreWeave shares rose 1.1% to $105.12 ahead of Q3 results due after the close, following a 22% drop last week. Analysts expect Q3 revenue near $1.3 billion, up 124% year-over-year, but project losses per share between -$0.35 and -$0.51. Investors await updates on power capacity, major contracts with Meta and OpenAI, and any changes to full-year guidance.
10 November 2025
Viasat (VSAT) Soars to a 52‑Week High on Analyst Upgrade; Earnings Beat and ViaSat‑3 F2 Launch Delay in Focus — Nov 10, 2025

Viasat (VSAT) Soars to a 52‑Week High on Analyst Upgrade; Earnings Beat and ViaSat‑3 F2 Launch Delay in Focus — Nov 10, 2025

Viasat shares hit a 52-week high of $43.59 Monday after Raymond James upgraded the stock to Outperform with a $52 target. The rally followed Q2 FY2026 results showing adjusted EPS of $0.09 and narrowing losses. The ViaSat-3 F2 satellite launch remains delayed after two scrubs last week, with a new date still pending. Viasat filed its latest quarterly report with the SEC on November 10.
Greenidge (GREE) Soars as New York Deal Paves Path to Title V Permit Renewal — What Changed Today (Nov. 10, 2025)

Greenidge (GREE) Soars as New York Deal Paves Path to Title V Permit Renewal — What Changed Today (Nov. 10, 2025)

Greenidge Generation Holdings shares surged after the company disclosed a settlement with New York’s Department of Environmental Conservation, outlining new greenhouse gas limits and a process to renew its Dresden facility’s air permit. The agreement requires steep emissions cuts and public review before final approval. Greenidge’s current permit remains valid during the process. The stock traded as high as $2.64 intraday.
10 November 2025
SoFi Technologies (SOFI) Stock Today — November 10, 2025: Price Action, Fresh 13F Moves, and What to Watch Next

SoFi Technologies (SOFI) Stock Today — November 10, 2025: Price Action, Fresh 13F Moves, and What to Watch Next

SoFi Technologies shares traded near $29–30 as of 15:49 UTC Monday, with over 33 million shares changing hands amid heavy volatility. Mitsubishi UFJ Asset Management increased its Q2 stake in SoFi by 12.5%, while Grange Capital cut its position by nearly 30%, both disclosed in new 13F filings. SoFi is scheduled to present at the KBW Fintech Payments Conference on Nov. 11.
10 November 2025
Stocks Today (Nov. 10, 2025): Nvidia Leads Big‑Tech Rebound; Futures Rise as Senate Moves to End Record Shutdown

Stocks Today (Nov. 10, 2025): Nvidia Leads Big‑Tech Rebound; Futures Rise as Senate Moves to End Record Shutdown

Nvidia led a tech rally Monday, jumping 3%–4% as the S&P 500 rose 1.2% and the Nasdaq gained 1.9%. The Senate advanced a funding bill to end the 40-day government shutdown, boosting market sentiment. Palantir surged, while health insurers slipped on tax credit uncertainty. The VIX fell from last week’s highs.
Venture Global (VG) swings to Q3 profit on record LNG exports; unveils 20‑year Naturgy deal and trims 2025 guidance

Venture Global (VG) swings to Q3 profit on record LNG exports; unveils 20‑year Naturgy deal and trims 2025 guidance

Venture Global reported Q3 net income of $429 million on $3.33 billion in revenue, shipping a record 100 LNG cargoes, up 237% from last year. The company signed a 20-year LNG supply deal with Spain’s Naturgy and a similar agreement with a Greek joint venture. Calcasieu Pass marked its 500th cargo, and CP2 LNG secured U.S. approval for non-FTA exports. VG shares rose in pre-market trading.
10 November 2025
DeepSeek Researcher Warns AI Could Erase Jobs Within a Decade in Rare Public Appearance at China’s World Internet Conference (Nov. 10, 2025)

DeepSeek Researcher Warns AI Could Erase Jobs Within a Decade in Rare Public Appearance at China’s World Internet Conference (Nov. 10, 2025)

DeepSeek senior researcher Chen Deli warned at the World Internet Conference in Wuzhen that AI could trigger widespread job losses within five to ten years. It marked DeepSeek’s first public on-stage appearance since its rapid rise earlier this year. Chen called on tech firms to act as “guardians of humanity” as AI advances. DeepSeek’s models have positioned it as a key player in China’s AI sector.

Stock Market Updates

Western Digital falls after AI-storage rally, investors look to Micron

Western Digital falls after AI-storage rally, investors look to Micron

25 June 2026
Western Digital (NASDAQ:WDC) shares dropped about 4% after a multi-week rally fueled by AI storage demand, as investors awaited Micron Technology’s earnings for new signals on enterprise storage spending; analysts cite a persistent hard-disk supply deficit that could support pricing into 2027, with Morgan Stanley raising its price target to $650.
BlackBerry falls with volume outpacing buyback plan ahead of earnings

BlackBerry falls with volume outpacing buyback plan ahead of earnings

25 June 2026
BlackBerry closed down 2.3% at $8.62 despite Stifel initiating coverage with a Buy and $12 target—39% above the close—while trading volume of 38.3 million shares far exceeded its entire buyback authorization, highlighting investor focus ahead of Thursday’s Q1 results and underscoring the limited impact of BlackBerry’s capital return plan.
Opendoor slides after landing in Russell 3000, liquidity and dilution concerns follow

Opendoor edges up before Russell 3000 move, soft housing numbers weigh

25 June 2026
Santos shares closed down 0.96% at A$7.24 after Brent crude slumped US$3.34 to US$73.74, cutting potential annual gross sales from its new Pikka project by about US$50 million at plateau rates; Pikka’s ramp to 80,000 barrels per day is key, as oil price swings now have a direct impact on Santos’ production-linked revenue and its US$2.5 billion net debt reduction target.
Oracle (NYSE:ORCL) stock slips as AI spending outpaces cloud infra sales

Oracle (NYSE:ORCL) stock slips as AI spending outpaces cloud infra sales

25 June 2026
Oracle plunged 4.62% to $157.53 after its annual report revealed fiscal 2026 capital expenditures soared to $55.7 billion—over three times cloud-infrastructure revenue—while free cash flow was negative $23.7 billion and restructuring costs surged, highlighting intensifying funding pressures despite a massive $638 billion backlog.
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