US SEC Filings Daily Market Digest — July 29, 2026

29-07-2026

Ford Motor Company reported total revenues of $48.3B for Q2 2026 (down 3.8% YoY from $50.2B) and $91.5B for H1 2026 (up 0.8% YoY from $90.8B). Net income attributable to Ford was a loss of $1.327B in Q2 2026 versus a loss of $36M in Q2 2025, while H1 2026 net income improved to $1.221B from $435M in H1 2025. Cash and cash equivalents fell sharply to $18.6B at June 30, 2026 from $23.4B at December 31, 2025, and operating cash flow declined to $5.7B in H1 2026 from $10.0B in H1 2025.

• · Ford Credit total revenues increased to $3.4B in Q2 2026 from $3.2B in Q2 2025, and to $6.8B in H1 2026 from $6.5B in H1 2025.
• · Company excluding Ford Credit revenues fell to $44.9B in Q2 2026 from $46.9B in Q2 2025, but rose slightly to $84.7B in H1 2026 from $84.4B in H1 2025.
• · Capital spending increased to $4.8B in H1 2026 from $3.9B in H1 2025.
• · Dividends and dividend equivalents declared were $0.15 per share in Q2 2026, down from $0.30 per share in Q1 2025.
• · Total debt (Company excluding Ford Credit + Ford Credit) increased to $160.9B at June 30, 2026 from $163.3B at December 31, 2025.
• · Net income/(loss) for Q2 2026 was a loss of $1.322B consolidated, compared to a loss of $29M in Q2 2025.
• · Provision for credit and insurance losses increased to $359M in H1 2026 from $323M in H1 2025.
• · Disposition of investment in BOSK resulted in non-cash charges of $2.93B in H1 2026.

29-07-2026

HDFC Bank Ltd filed a Form 6-K with the SEC for July 2026, attaching a press release as an exhibit. The filing is a routine regulatory disclosure by a foreign private issuer and does not contain any financial results or material events.

• · Filing is for the month of July 2026.
• · The press release is listed as Exhibit 99 but its content is not included in this filing text.
• · The registrant indicates it files annual reports under Form 20-F.

29-07-2026

Analyst IMS Investment Management Services Ltd. filed a Form 13F-HR on 2026-07-29 reporting holdings as of 2026-06-30. The report lists numerous U.S. equities and ETFs with specific share counts (for example, INVESCO QQQ TR UNIT SER 1: 1,758,948 shares; TATE STR SPDR S&P 500 ETF T TR UNIT: 776,840 shares; TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS: 2,116,302 shares). Holdings include large positions in index ETFs and tech names, while many individual positions are much smaller — a mixed concentration profile across large passive ETFs and smaller individual stock stakes.

• · Filer: Analyst IMS Investment Management Services Ltd.; Central Index Key 0001634208; business address: 46 Rothschild Blvd, Tel-Aviv, L3 66883; phone 972-3-7147147.
• · Filing date: 2026-07-29; Reported period (as of): 2026-06-30; Effectiveness date: 2026-07-29.
• · Multiple securities show holdings split across three entry types (DFND 1, DFND 2, DFND 0) indicating multiple managed accounts/fund groupings — e.g., ALEXANDRIA REAL ESTATE EQ IN appears with three lines: 645,221 SH (DFND 1), 145,430 SH (DFND 2), and 121,343 SH (DFND 0).
• · Large ETF concentration examples: INVESCO QQQ TR UNIT SER 1 total lines include 1,758,948 SH (DFND 1) plus smaller lots (DFND 2 and DFND 0) — indicates material exposure to Nasdaq-100 via QQQ.
• · Many holdings are fragmented across DFND codes (1, 2, 0) showing allocation across multiple discreet funds/accounts rather than a single block.

29-07-2026

Luxfer Holdings PLC filed a DEFA14A soliciting material on July 29, 2026, in connection with its upcoming annual meeting. The filing indicates the company is soliciting proxies for shareholder votes, but no specific financial results, proposals, or voting recommendations are disclosed in the provided content.

• · Filing is a DEFA14A (soliciting material) filed on July 29, 2026.
• · The filing is not a definitive proxy statement but soliciting material under Rule 14a-12.
• · No fee was required for this filing.

29-07-2026

Xiaomi Corp and its affiliates have filed a Schedule 13G/A exit filing for Smart Share Global Ltd (EM), disclosing that they have ceased to be beneficial owners of more than 5% of the outstanding shares as of June 30, 2026. The filing reports a 0.00% ownership stake for each reporting entity, indicating a complete divestiture. This marks the final amendment to the Schedule 13G, effectively ending Xiaomi's status as a major shareholder.

• · The filing is an exit filing, meaning Xiaomi and its affiliates no hold no shares in Smart Share Global Ltd.
• · The original Schedule 13G was filed on February 14, 2023.
• · The filing is made under Rule 13d-1(d) of the Securities Exchange Act of 1934.

29-07-2026

Ferrovial SE filed a Form 6-K with the SEC reporting transactions under its share repurchase program from June 29 to July 24, 2026. The program began on December 15, 2025. The filing includes four weekly press releases detailing the buyback activity.

• · The filing covers transactions from June 29, 2026 to July 24, 2026.
• · Four press releases were attached as exhibits: July 7, July 14, July 21, and July 28, 2026.
• · The repurchase program was initiated on December 15, 2025.

29-07-2026

Woodside Energy Group Ltd filed a Form 6-K with the SEC on July 29, 2026, attaching its Second Quarter 2026 Report released to the ASX. The filing provides quarterly operational and financial results, but the attached report is not included in the text, so specific performance metrics are unavailable for analysis.

• · Filing is a Form 6-K for the month of July 2026.
• · The attached ASX announcement is dated July 29, 2026, titled 'Second Quarter 2026 Report'.
• · Commission File Number: 001-41404.
• · Registrant files annual reports under Form 20-F.

29-07-2026

Criteo S.A. completed its redomiciliation from France to Luxembourg via a cross-border conversion effective July 29, 2026, terminating its ADS program and converting each ADS into one ordinary share. The Board also approved a subsequent transfer of domicile from Luxembourg to the U.S. via a cross-border merger, expected to close in January 2027, subject to shareholder approval. The company believes these moves will enhance shareholder value through potential U.S. index inclusion, greater capital management flexibility, and elimination of ADS complexities.

• · The U.S. Merger is expected to be completed in January 2027, subject to shareholder approval and other customary conditions.
• · Criteo expects to move its stock listing from Nasdaq to NYSE upon completion of the U.S. Merger.
• · The company terminated its ADS program; each ADS was mandatorily surrendered for one ordinary share.
• · Criteo's ordinary shares began trading directly on Nasdaq under the same ticker 'CRTO' on July 29, 2026.
• · The Board believes the redomiciliation will position Criteo for inclusion in U.S. indices, subject to meeting other eligibility criteria.
• · The redomiciliation is expected to reduce or eliminate restrictions on share repurchases and holdings of treasury shares.

29-07-2026

Clarivate PLC reported a net loss of $268.6M for Q2 2026, widening from a $72.0M loss in Q2 2025, driven by a $221.7M goodwill and intangible asset impairment charge. Revenue declined 5.5% YoY to $587.3M, while operating income swung to a loss of $200.2M from a $6.9M profit in the prior-year quarter. Cash from operations fell 18.8% to $233.4M in the first half, and the company reduced debt by $211.1M while continuing share repurchases.

• · Total assets decreased to $10.486B as of June 30, 2026 from $11.069B at December 31, 2025.
• · Accumulated deficit widened to $7.823B from $7.515B.
• · Total shareholders' equity fell to $4.538B from $4.843B.
• · Goodwill decreased to $1.345B from $1.567B, reflecting the impairment.
• · Current portion of long-term debt dropped sharply to $1.6M from $101.5M.
• · Deferred revenues (current) increased to $897.0M from $878.6M.
• · Weighted average diluted shares outstanding fell to 639.4M in Q2 2026 from 681.3M in Q2 2025.
• · Restructuring costs were $12.1M in Q2 2026 vs $9.3M in Q2 2025.
• · Interest expense, net decreased to $60.4M from $66.6M in Q2.
• · The company had no debt issuance or extinguishment costs in H1 2026 vs $8.5M in H1 2025.

29-07-2026

Deutsche Bank filed a Form 6-K with the SEC on July 29, 2026, providing a reconciliation of non-GAAP financial measures to the most directly comparable IFRS measures. The filing covers key metrics such as net interest income, revenues on a currency-adjusted basis, tangible shareholders' equity, and post-tax return on tangible equity. No financial results or period-over-period comparisons are included in this filing.

• · The filing reconciles non-GAAP measures including net interest income in key banking book segments, revenues on a currency-adjusted basis, costs on a currency-adjusted basis, net assets (adjusted), tangible shareholders' equity, and post-tax return on average tangible shareholders' equity.
• · The most directly comparable IFRS measures are net interest income, net revenues, noninterest expenses, total assets, total shareholders' equity (book value), and post-tax return on average shareholders' equity, respectively.

29-07-2026

Constellium SE reported record quarterly Segment Adjusted EBITDA of $310 million in Q2 2026, up 88% from $165 million in Q2 2025, driven by strong performance across all segments, particularly A&T (+61%) and P&ARP (+123%). However, total shipments declined 1% to 381 thousand metric tons, with P&ARP shipments down 4% and AS&I flat, partially offset by a 21% increase in A&T shipments. The company raised its full-year 2026 Adjusted EBITDA guidance to $980M-$1.02B (excluding metal price lag) and expects to achieve its 2028 targets two years early.

• · Q2 2026 Segment Adjusted EBITDA per metric ton: A&T $2,083 (+32% YoY), P&ARP $621 (+131% YoY), AS&I $477 (+45% YoY).
• · H1 2026 Segment Adjusted EBITDA per metric ton: A&T $1,902 (+20% YoY), P&ARP $601 (+143% YoY), AS&I $467 (+47% YoY).
• · Q2 2026 A&T revenue $680M (+38% YoY); P&ARP revenue $1,680M (+36% YoY); AS&I revenue $458M (+9% YoY).
• · H1 2026 A&T revenue $1,289M (+34% YoY); P&ARP revenue $3,157M (+30% YoY); AS&I revenue $873M (+9% YoY).
• · Leverage ratio at June 30, 2026: 1.8x (target range 1.5x-2.5x).
• · Full year 2026 guidance raised: Adjusted EBITDA $980M-$1.02B (excluding metal price lag), Free Cash Flow >$300M.
• · H1 2026 cash from operations $234M vs $172M in H1 2025; H1 2026 free cash flow $95M vs $38M in H1 2025.
• · H1 2026 share repurchases: 1.8M shares for $48M vs 4.8M shares for $50M in H1 2025 (higher average price).
• · In July 2026, completed $100M partial redemption of 5.625% Senior Notes due June 2028.

29-07-2026

Del Monte Corporation reported mixed Q2 FY2026 results. Net sales increased 3.1% to $1,219.1 million, driven by the acquisition of Del Monte Foods, but gross margin contracted to 9.9% from 10.2% and operating income fell sharply to $33.5 million from $68.3 million due to higher asset impairment charges and acquisition-related expenses. Adjusted diluted EPS was $0.72, while GAAP diluted EPS was $0.44, down from $1.18 a year ago.

• · Gross margin for the Banana segment collapsed to 2.3% in Q2 2026 from 7.3% in Q2 2025.
• · Fresh and value-added products gross margin declined to 11.0% from 11.6%.
• · Prepared foods gross margin improved to 18.9% from 13.3%.
• · Long-term debt surged to $414.6 million from $173.0 million at year-end 2025 due to the Del Monte Foods acquisition.
• · Net cash from operations for the first six months fell 40.9% to $94.0 million.
• · The company repurchased 465,213 shares at an average price of $34.40 per share during Q2 2026.
• · Quarterly dividend maintained at $0.30 per share.
• · Asset impairment and other charges totaled $14.8 million in Q2 2026, compared to $0.6 million in Q2 2025.
• · Banana sales volume declined in North America (weak demand), Asia (lower supply), and the Middle East (supply constraints and geopolitical developments).

29-07-2026

Generac reported Q2 2026 net sales of $1.17B, up 11% YoY, driven by a 29% surge in the C&I segment to $556M, fueled by data center demand. However, Residential segment sales declined 2% to $617M. Net income more than doubled to $143M ($2.40/share) from $74M ($1.25/share), and adjusted EBITDA rose to $291M (24.8% of sales) from $188M (17.7%), both benefiting from ~$71M in tariff refunds. The company secured a $700M supply agreement for 2027 with a hyperscale data center operator and is negotiating terms with a second customer, while maintaining full-year 2026 sales growth guidance of mid-to-high teens percent.

• · Operating expenses increased by $6.4M (2%) YoY, driven by investments to support C&I growth and higher intangible amortization, partially offset by lower legal expenses.
• · Provision for income taxes rose to $46.7M (24.6% effective rate) from $15.4M (17.2%) due to a non-recurring favorable discrete item in the prior year.
• · C&I segment total sales growth of 29% included an approximate 6% net favorable impact from acquisitions, divestitures, and foreign currency.
• · Residential segment total sales decreased 2% to $621.3M, driven by lower energy storage system and portable generator shipments, mostly offset by growth in home standby generator sales.
• · Full-year 2026 net income margin guidance raised to 9.0-10.0% from 8.0-9.0%; adjusted EBITDA margin guidance raised to 20.0-21.0% from 18.5-19.5%.
• · C&I segment sales now expected to grow in the low 30% range for full-year 2026; Residential segment sales projected to increase in the high-single digit range.
• · The company acquired Enercon and an additional facility in Belvidere, Illinois during the quarter to expand large megawatt generator packaging capacity.
• · Backlog for data center market products increased to approximately $1.6B, excluding committed volumes from the second hyperscale customer.

29-07-2026

SiteOne Landscape Supply reported Q2 2026 net sales of $1,530.7M, up 5% YoY, and Adjusted EBITDA of $237.2M, up 5% YoY, despite softer end markets. However, organic daily sales grew only 1%, and the company noted that new residential construction is down high-single digits and repair/upgrade markets are down mid-single digits. The company also acquired the remaining 25% interest in Devil Mountain Wholesale Nursery and repurchased $93.8M of shares during the quarter, with an additional $10.0M repurchased post-quarter.

• · Net debt increased to $555.6M from $531.6M year-over-year.
• · Net debt to Adjusted EBITDA leverage ratio remained unchanged at 1.3x.
• · SG&A as a percentage of Net sales increased 30 bps to 24.2% due to modest organic growth and higher fuel costs.
• · The company expects full-year 2026 Adjusted EBITDA in the range of $425M to $455M, including a negative impact of $4M to $5M from the 53rd week.
• · Pricing was up 3% in the quarter, and the company expects this trend to continue for the remainder of the year.
• · The company amended its ABL Facility and extended maturity to April 2031.
• · The company acquired the remaining 25% interest in Devil Mountain Wholesale Nursery during the quarter.
• · The company repurchased $93.8M of shares during Q2 2026 and an additional $10.0M post-quarter.

29-07-2026

Nomura Holdings reported strong Q1 FY27 results for the three months ended June 30, 2026, with net revenue up 31.2% YoY to ¥686.7B and net income attributable to shareholders up 39.2% to ¥145.6B. The Wealth Management segment was a standout, with income before income taxes surging 83.4% to ¥71.1B. However, total revenue declined 5.0% YoY to ¥1,371.7B, and comprehensive income had been down 67.4% in the prior-year quarter, though it rebounded sharply in the current period. The annualized return on equity improved to 15.4% from 12.0% a year ago.

• · Total revenue for Q1 FY27 was ¥1,371,708M, up 18.6% YoY, but had declined 5.0% in the prior-year quarter.
• · Non-interest expenses rose 30.9% YoY to ¥475.2B, nearly matching net revenue growth.
• · Income tax expense increased only 4.9% YoY to ¥55.4B, helping net income growth outpace pre-tax income growth.
• · Net income attributable to noncontrolling interests surged 263.1% to ¥10.6B.
• · Total assets grew to ¥68,224,010M at June 30, 2026 from ¥62,645,925M at March 31, 2026.
• · NHI shareholders' equity as a percentage of total assets declined to 5.6% from 5.9% at March 31, 2026.
• · Dividend per share for the year ended March 31, 2026 was ¥51.00; the plan for FY27 is unconfirmed.
• · Treasury stock decreased from 187,225,377 shares at March 31, 2026 to 165,970,352 shares at June 30, 2026, indicating share buybacks.
• · Wealth Management net revenue grew 37.5% YoY to ¥145.4B, while non-interest expenses rose only 10.9% to ¥74.3B, driving the 83.4% profit surge.

29-07-2026

Resona Asset Management Co., Ltd. filed its quarterly 13F-HR report with the SEC for the period ending June 30, 2026, disclosing a total of 786 equity holdings with an aggregate market value of approximately $21.29 billion. The portfolio is heavily concentrated in large-cap U.S. equities, with top holdings including Apple Inc. ($1.21B), Amazon.com Inc. ($708.9M), Alphabet Inc. (Class A and C combined ~$1.1B), and Broadcom Inc. ($535.6M). The filing reflects a diversified strategy across technology, healthcare, financials, and real estate sectors, with no single position dominating the portfolio.

• · The filing was signed by Hajime Yamamoto, Director, on July 28, 2026.
• · The report includes 786 positions, with the top 10 holdings representing a significant portion of total value.
• · Notable holdings include Apple Inc. (4,213,121 shares), Amazon.com Inc. (2,969,429 shares), Alphabet Inc. Class A (1,729,125 shares), and Broadcom Inc. (1,422,107 shares).
• · The portfolio includes a mix of OTR (Other) and DFND (Defined) shares, with the vast majority classified as OTR.

29-07-2026

Bloom Energy Corp reported a strong turnaround for Q2 2026, with net income attributable to common stockholders of $196.3M ($0.68 per basic share) compared to a net loss of $42.6M ($0.18 per share) in Q2 2025. Total revenue surged 165% YoY to $1.065B, driven by a 215% increase in product revenue. However, electricity revenue declined 22% YoY to $9.95M, and the company recorded a $12.7M equity loss from unconsolidated affiliates for the six-month period.

• · Diluted EPS for Q2 2026 was $0.62, compared to ($0.18) in Q2 2025.
• · Total operating expenses for Q2 2026 were $173.3M, up 56.7% from $110.6M in Q2 2025.
• · Interest expense decreased to $8.9M in Q2 2026 from $14.4M in Q2 2025.
• · The company recorded a $12.7M equity loss from unconsolidated affiliates in H1 2026.
• · Share-based consideration payable to a customer's customer totaled $311.5M in Q2 2026.
• · Conversions of Green Notes added $126.5M to additional paid-in capital in Q2 2026.
• · Total debt (recourse and non-recourse) stood at $2.478B as of June 30, 2026.
• · Accumulated deficit improved to ($3.721B) as of June 30, 2026 from ($3.987B) at year-end 2025.

29-07-2026

Honda Motor Co., Ltd. disclosed a 11.5% beneficial ownership stake in Micware Co., Ltd. (MWC) via a Schedule 13G filing dated July 29, 2026. As of June 30, 2026, Honda holds 6,861,270 ordinary shares of Micware, which had 59,419,414 shares outstanding. The filing indicates a passive investment (Rule 13d-1(d)) with no intent to influence control.

• · The filing is made under Rule 13d-1(d), indicating a passive investment.
• · Micware's American Depositary Shares (ADS) are listed on the Nasdaq Global Market under the symbol 'MWC'.
• · The CUSIP number for the ADS is 59490A100; no CUSIP is assigned to the ordinary shares.
• · Honda's address is Toranomon Alcea Tower, 2-2-3 Toranomon, Minato-ku, Tokyo 105-8404, Japan.

29-07-2026

Ceragon Networks Ltd. filed a Form 6-K with the SEC on July 29, 2026, announcing that it will release its second quarter 2026 financial results on August 11, 2026. The filing is a routine notification of an upcoming earnings announcement and does not contain any financial data or performance metrics.

29-07-2026

Lifezone Metals Ltd reported its H1 2026 interim financial results for the six months ended June 30, 2026. The filing includes unaudited consolidated interim financial statements and management's discussion and analysis. The company continues to advance its Kabanga Nickel project in Tanzania and its recycling technology, while managing a complex capital structure with multiple warrant and loan facilities.

• · The filing includes financial statements for the six months ended June 30, 2026, with comparative periods for 2025.
• · The company has a senior secured bridge loan facility with Kabanga Nickel Limited, with warrants issued as part of the facility.
• · Glencore has an investment in Lifezone Recycling US LLC.
• · The company has multiple warrant classes: public warrants, private placement warrants, direct offering warrants, and warrants issued as part of the senior secured bridge loan facility.
• · The company operates in three segments: Intellectual Property, Metals Extractions, and Corporate.
• · Key management personnel include Ingo Hofmaier (CFO), Keith Liddell, Chris Showalter, Dr. Michael Adams, Gerick Mouton, Benedict Busunzu, Spencer Davis, Anthony Von Christierson, and Evan Young.
• · The company has stock option grants from 2025 and 2026 with multiple tranches.
• · The company has foreign currency exposure to GBP, AUD, and TZS.

29-07-2026

Radware Ltd. filed a Form 6-K on July 29, 2026, reporting its second quarter financial results. The filing includes the press release as Exhibit 99.1. No specific financial figures are provided in the filing itself, so a balanced assessment of performance is not possible from this document alone.

• · The filing is a Form 6-K (Foreign Issuer Report) submitted to the SEC.
• · The press release containing the full financial results is attached as Exhibit 99.1.
• · The report is signed by Gadi Meroz, Vice President & General Counsel.

29-07-2026

VF Corp reported Q1 FY27 results that beat guidance, with revenue ex-Dickies up 1% YoY (flat constant currency) and adjusted operating loss of $95M slightly better than the $100M guidance. However, reported revenue declined 5% YoY, and Vans continued to struggle with an 8% decline (9% constant currency), as DTC growth was more than offset by wholesale declines. The company raised its FY27 revenue guidance to +2% or better constant currency, and announced a CFO transition with Abhishek expanding to CFO and COO.

• · The North Face Americas grew 8% vs. LY, with growth across both channels.
• · Vans Americas DTC continued to grow but was more than offset by global wholesale declines; Vans wholesale expected to improve significantly in H2 FY27.
• · Timberland Americas grew 11% vs. LY (10% constant currency).
• · Altra grew double-digits across regions and channels.
• · Smartwool grew double-digits vs. LY across DTC and wholesale.
• · Napapijri reset underway as planned, capitalizing on the road to the 2027 America's Cup in Naples.
• · Packs (JanSport, Kipling, Eastpak) up vs. LY driven by growth at JanSport and Kipling ahead of back-to-school.
• · FY27 free cash flow guidance flat to up vs. FY26's $405M, excluding $100M net pension termination impact in FY26 and any tariff refunds in FY27.
• · FYE27 leverage ratio target of 2.6x to 2.9x.
• · The company does not provide reconciliation of forward-looking non-GAAP measures due to inherent difficulty in forecasting certain items.

29-07-2026

Vertiv reported strong Q2 2026 results with net sales of $3,274 million, up 24% YoY, and diluted EPS growth of 53% to $1.27 (adjusted diluted EPS up 60% to $1.52). Operating cash flow surged 241% to $1,100 million and adjusted free cash flow rose 234% to $925 million. The company raised full-year 2026 guidance across all key metrics, including net sales of $13,800M-$14,200M and adjusted diluted EPS of $6.65-$6.75. However, Q2 revenue reflected minor timing shifts due to temporary supply chain congestion and multi-phased project execution, and capital expenditures are expected at the high end of the 4.0% of revenue range, indicating ongoing investment pressure.

• · Q2 2026 revenue included 5% contribution from acquisitions and 1% benefit from favorable FX, with 18% organic growth.
• · Q2 revenue reflected minor timing shifts due to temporary supply chain congestion and multi-phased project execution.
• · Full year 2026 capital expenditures expected at approximately 4.0% of revenue, at the high end of the range.
• · Q3 2026 guidance: net sales $3,650M-$3,850M, adjusted operating margin 24.0%-25.0%, adjusted diluted EPS $1.77-$1.83.
• · Full year 2026 adjusted free cash flow guidance: $2,400M-$2,600M.
• · Company achieved a net cash position at end of Q2 2026.

29-07-2026

RedCloud Holdings plc announced the appointment of David Sturgeon as Chief Financial Officer, effective August 1, 2026. The appointment was disclosed via a press release furnished as Exhibit 99.1 to a Form 6-K filed with the SEC on July 29, 2026. No financial results or performance metrics were included in this filing.

• · The appointment is effective August 1, 2026.
• · The press release is dated July 28, 2026.
• · The Form 6-K is incorporated by reference into the Company's Registration Statements on Form F-3 (File No. 333-296836) and Form F-1 (File Nos. 333-296419, 333-296419 and 333-296420).
• · Exhibit 99.1 is not incorporated by reference into any registration statement or other filing under the Securities Act of 1933, as amended, unless expressly incorporated by reference therein.

29-07-2026

Cunjun Ma, founder and CEO of Huize Holding Ltd, reported beneficial ownership of 382,421,973 common shares, representing 33.3% of the total outstanding common shares as of June 30, 2026. This ownership includes shares issuable upon exercise of options, ADSs, shares held through his BVI entity Huidz Holding Limited, and voting power delegated by other shareholders. Notably, while his economic stake is 33.3%, his voting power is 76.5% due to the super-voting rights of Class B shares (15 votes per share), granting him effective control of the company.

• · Cunjun Ma’s beneficial ownership includes shares held indirectly through Huidz Holding Limited, which is ultimately controlled by the QYRT Family Trust (BVI) and managed by HSBC International Trustee Limited.
• · The trust beneficiaries are family members of Cunjun Ma.
• · Each Class B common share carries 15 votes, while each Class A common share carries 1 vote.
• · Class B shares can be converted into Class A shares at the holder's option, but Class A shares cannot be converted into Class B.
• · The filing is an amended Schedule 13G (SC 13G/A), indicating a change in beneficial ownership or a routine periodic filing.
• · A total of 151,869,900 Class A shares are reserved for issuance under share incentive plans, and 50,414,900 Class A shares in the form of ADSs were repurchased under the share repurchase program.

29-07-2026

SK hynix reported a record quarterly operating profit of 60,542,608 million Won ($45.4B) for Q2 2026, up 61.0% QoQ and 557.2% YoY, driven by surging revenue of 79,318,746 million Won ($59.5B), which grew 50.9% QoQ and 256.8% YoY. Net profit for the period reached 93,922,593 million Won ($70.4B), a 132.8% QoQ and 1,242.5% YoY increase. However, the company did not disclose any segment-level breakdowns or non-operating items, and the sequential growth rate, while strong, decelerated from the prior quarter's pace.

• · Year-to-date (H1 2026) revenue reached 131,895,033 million Won, operating profit 98,152,891 million Won, and net profit 134,268,502 million Won.
• · Profit from continuing operations before income tax for Q2 2026 was 122,708,355 million Won, up 137.7% QoQ and 1,306.8% YoY.
• · Net profit attributable to controlling interests was 93,820,236 million Won for Q2 2026, up 132.6% QoQ and 1,240.8% YoY.
• · The filing does not provide segment-level revenue or profit breakdowns, nor any commentary on drivers or risks.

29-07-2026

Mechanics Bancorp reported net income of $57.7 million for Q2 2026, up 30.9% from $44.1 million in Q1 2026, driven by lower credit loss provisions and reduced noninterest expense. However, total assets declined 0.9% to $21.2 billion, total loans fell 2.0% to $13.6 billion, and total deposits decreased 0.8% to $18.1 billion, reflecting loan repayments and certificate of deposit runoff. The company substantially completed its HomeStreet Bank merger and sold its Fannie Mae DUS business line during the quarter.

• · Net interest income decreased 1.0% QoQ to $177.2 million, driven by a $468.4 million decline in average interest-earning assets.
• · Total provision for credit losses reversed to a benefit of $2.8 million in Q2 2026, compared to a provision of $7.8 million in Q1 2026.
• · Noninterest income increased 13.2% QoQ to $23.8 million, primarily from the gain on sale of the DUS business line and a mortgage servicing rights valuation adjustment.
• · Noninterest expense decreased 4.6% QoQ to $124.5 million, driven by lower salaries and employee benefits from headcount reductions post-merger.
• · Total shareholders' equity decreased 3.6% to $2.69 billion, mainly due to dividends paid exceeding net income.
• · Tangible common equity remained relatively flat at $1.75 billion, as the reduction in intangibles from the DUS sale offset the equity decline.
• · Loans-to-deposits ratio improved to 75% from 76% in the prior quarter.
• · Total cost of deposits improved to 1.25% from 1.28% in Q1 2026.
• · The company paid $0.70 per share of Class A common stock and $7.00 per share of Class B common stock in dividends during Q2 2026.
• · The HomeStreet merger was accounted for as a reverse acquisition; Mechanics Bank is the accounting acquirer and HomeStreet Bank the accounting acquiree.

29-07-2026

Harel Insurance Investments & Financial Services Ltd. filed its Form 13F-HR with the SEC for the period ended June 30, 2026, disclosing its U.S. equity and ETF holdings. The filing shows a large and diversified portfolio with major positions in mega-cap tech stocks such as Apple Inc. ($786.4M), Alphabet Inc. ($935.3M Class A), Amazon.com Inc. ($533.4M), and Broadcom Inc. ($373.1M). The portfolio also includes significant holdings in sector-specific ETFs, notably Global X US Infra Dev ETF ($527.3M), Global X Defense Tech ETF ($418.4M), and First Trust Indxx Aerospace & Defense ETF ($243.1M), indicating a thematic tilt toward infrastructure, defense, and aerospace. The filing includes a disclaimer that the securities are held for public members through various managed subsidiaries, each making independent investment decisions.

• · The filing includes a disclaimer that beneficial ownership is disclaimed except for pecuniary interest, and that each subsidiary makes independent voting and investment decisions.
• · The portfolio includes a significant position in the Global X US Infra Dev ETF ($527.3M) and Global X Defense Tech ETF ($418.4M), indicating a thematic focus on infrastructure and defense.
• · Positions in Israeli companies include Camtek Ltd. ($363.0M), Elbit Systems Ltd. ($208.8M), Enlight Renewable Energy Ltd. ($240.5M), eToro Group Ltd. ($231.3M), and Global E Online Ltd. ($91.8M).
• · The filing reports 535 holdings with total shares of 20,576,632.
• · Notable large positions include Apple Inc. (2,717,869 shares), Alphabet Inc. Class A (2,617,198 shares), Amazon.com Inc. (2,237,842 shares), and Broadcom Inc. (986,349 shares).
• · The portfolio includes several Bitcoin ETFs: ARK 21Shares Bitcoin ETF, Bitwise Bitcoin ETF, CoinShares Bitcoin ETF, Fidelity Wise Origin Bitcoin Fund, Franklin Templeton Digital Holdings Bitcoin ETF, and Grayscale Bitcoin Mini Trust ETF, each with a value of $323,000.
• · Cloudflare Inc. is held both as common stock ($24.7M) and convertible notes ($3.8M).
• · The filing is signed by Yehiel Tzur, VP of Investment Accounting, on July 29, 2026.

29-07-2026

Borr Drilling Limited filed a Form 6-K with the SEC on July 29, 2026, attaching a press release as Exhibit 99.1. The filing is a routine foreign private issuer report; no specific financial results or material events are disclosed in the cover text.

• · Filing is a Form 6-K under the Securities Exchange Act of 1934.
• · Commission File Number: 001-39007.
• · Address: S. E. Pearman Building, 2nd Floor, 9 Par-la-Ville Road, Hamilton HM11, Bermuda.
• · Exhibit 99.1 is a press release, but its content is not included in the filing text.

29-07-2026

Fiverr International Ltd. announced it will hold a conference call on July 29, 2026, to discuss its unaudited financial results for the second quarter ended June 30, 2026. The related press release is furnished as Exhibit 99.1. No financial figures or performance metrics are disclosed in this filing.

• · The filing is a Form 6-K for the month of July 2026.
• · Commission File Number: 001-38929.
• · Principal executive offices are at 8 Eliezer Kaplan Street, Tel Aviv 6473409, Israel.
• · The company files annual reports under Form 20-F.

29-07-2026

Alterity Therapeutics Limited filed a Form 6-K with the SEC on July 29, 2026, announcing the upcoming expiry of ATHO listed options. The filing also incorporates the report by reference into several of the company's registration statements on Form S-8 and Form F-3.

• · The filing is incorporated by reference into Registration Statements on Form S-8 (File Nos. 333-251073, 333-248980, 333-228671) and Form F-3 (File Nos. 333-274816, 333-251647, 333-231417, 333-250076).
• · The company is a development stage enterprise.

29-07-2026

ArcBest reported Q2 2026 revenue of $1.2B (up from $1.0B YoY) but a GAAP net loss of $13.8M versus net income of $25.8M in Q2 2025, driven by impairment and restructuring charges. On a non-GAAP basis, net income rose to $53.6M ($2.38/diluted share) from $31.2M ($1.36/diluted share) a year ago, reflecting strong operational execution and margin expansion in Asset-Based segment, though Asset-Light swung from a slight operating profit to a loss on a GAAP basis.

• · Asset-Based operating expenses increased due to annual union wage adjustments, higher fuel and purchased transportation costs, and higher equipment depreciation.
• · Asset-Based customer contract renewals and deferred pricing agreements averaged a 5.8% increase during Q2 2026, with rational LTL industry pricing.
• · Asset-Light purchased transportation expense rose to 86.5% of revenue from 84.4% in the prior year.
• · Weight per shipment in Asset-Based increased 8.0% YoY, contributing to a shift in freight profile.
• · Asset-Based revenue per hundredweight excluding fuel surcharge was flat YoY.
• · The non-GAAP Asset-Light operating income was $6.3M in Q2 2026 versus $1.1M in Q2 2025.
• · Adjusted EBITDA for Asset-Light was $7.0M in Q2 2026 versus $2.5M in Q2 2025.
• · On a sequential basis, Asset-Based daily revenue increased 17.8%, tonnage per day up 9.8%.
• · Asset-Light sequential daily revenue increased 14.3%, while shipments per day were flat.
• · Total asset base was $2.45B as of June 30, 2026, essentially unchanged from December 31, 2025.

29-07-2026

Teradyne reported a record second quarter in 2026, with revenue of $1,329M, up 104% YoY from $652M in Q2'25, and GAAP EPS of $2.38, up from $0.49. However, the sequential quarter comparison shows a slight decline in GAAP EPS (Q1'26: $2.53) and a drop in operating income from $473M to $438M. The CEO highlighted strength across all three business groups—Semiconductor Test ($1,122M), Product Test ($107M), and Robotics ($100M)—driven by AI-related demand, while guidance for Q3'26 ($1,200M–$1,300M) implies a sequential revenue deceleration.

• · Total assets increased to $4,925.6M from $4,183.6M at year-end 2025.
• · Cash and cash equivalents rose to $349.5M from $293.8M; short-term debt was $0 (down from $200M).
• · Accounts receivable surged to $1,109.7M from $786.9M, indicating potential collection risk.
• · GAAP operating income declined 7.4% sequentially to $437.8M, despite revenue growth.
• · Selling and administrative expenses grew 15.5% QoQ, and engineering spend rose 15.3% QoQ.
• · Q3'26 GAAP EPS guidance ($1.79–$2.09) is well below Q2'26 reported ($2.38), a drop of up to 25%.
• · The dividend was raised to $0.13 per share (from $0.12 in Q2'25).
• · Net revenue for the six months ended June 28, 2026 was $2,611.5M, compared to $1,337.5M in the prior year period.

29-07-2026

Fresenius Medical Care AG filed a Form 6-K with the SEC on July 29, 2026, attaching a press release. The filing is signed by CEO Helen Giza and CFO Martin Fischer. No specific financial figures or performance data are included in the filing itself, so no period-over-period comparisons can be made.

• · Filing type: Form 6-K (Report of Foreign Private Issuer)
• · Filing date: July 29, 2026
• · Commission file number: 001-32749
• · Address: Else-Kröner-Strasse 1, 61346 Bad Homburg, Germany
• · Exhibit 99.1 is a press release issued on July 29, 2026

29-07-2026

Titan Mining Corporation filed a Form 6-K with the SEC on July 29, 2026, submitting a press release dated the same day. The filing is a routine foreign private issuer report under Rule 13a-16, with no financial results or material operational updates disclosed in the cover filing itself.

• · Filing type: Form 6-K (foreign private issuer report)
• · Commission file number: 001-42955
• · Registrant files annual reports under Form 40-F (Canadian issuer)
• · Exhibit 99.1 is a press release dated July 29, 2026 (content not included in this filing excerpt)

29-07-2026

Paysafe Limited launched a refinancing transaction on July 29, 2026, to amend and extend its existing $814 million USD and €586 million EUR First Lien Term Loans (due 2028) to 2030, and is also refinancing its $305 million Revolving Credit Facility (due 2027) into a new upsized five-year facility. In conjunction with the refinancing, the company furnished preliminary second quarter select financial results. The filing does not provide specific financial figures, so no period-over-period comparisons are available.

• · The existing First Lien Term Loans are currently due in 2028; the amendment extends maturity to 2030.
• · The existing Revolving Credit Facility is due in 2027 and is being replaced with a new upsized five-year facility.
• · Preliminary second quarter select financial results were furnished as Exhibit 99.1 but no specific figures are provided in the filing text.

29-07-2026

The Cheesecake Factory filed an 8-K/A on July 29, 2026 to correct a typographical error in its Q2 FY2026 investor presentation. The error was on slide 31, where the fiscal year 2026 net income margin target was incorrectly reported as 5% instead of the correct 5.4%. No other information from the original July 28, 2026 filing was changed.

• · The original 8-K was filed on July 28, 2026 announcing Q2 fiscal 2026 financial results.
• · The correction was posted on the company's investor relations website on July 29, 2026.
• · The typo was on slide 31 of the investor presentation.

29-07-2026

Apex Treasury Corp (APXTW) is acquiring TECfusions, Inc. in a business combination that will take TECfusions public. The combined entity will focus on AI infrastructure, leveraging TECfusions' adaptive reuse model to repurpose existing industrial assets into high-density data centers. The filing includes a transcript of a joint investor webinar held on July 28, 2026, where management discussed the transaction, the company's strategy, and market opportunity.

• · TECfusions sponsored the UFC Freedom event 2:50, the first professional sporting event held on the White House lawn on June 14, 2026, as part of the nation's 250th anniversary celebrations.
• · TECfusions published a children's book titled 'Why Do We Need Data Centers' to help young readers understand the importance of data centers.
• · Simon Tusha presented at the Bank of America Conference on Global Technology in San Francisco and the NASDAQ Global Industrial Forum in New York.
• · The transaction is expected to provide TECfusions with access to capital, greater strategic flexibility, and a public market framework.
• · Paul Sykes is expected to assume the role of CFO of TECfusions after the transaction.

29-07-2026

PBT Land & Minerals, Inc. filed an S-4 registration statement to solicit unitholder approval for a business combination that would acquire the majority of assets and liabilities of Permian Basin Royalty Trust and approximately 68,000 acres of surface estate with a 15% effective royalty interest from Blackbeard Holdings. The transaction will convert the Trust's 75% net overriding royalty interest into a cost-free 15% royalty, eliminating cost exposure and providing more predictable cash flow. Concurrently, a rights offering with a $71.2 million backstop commitment from SoftVest and Horizon Kinetics will allow unitholders to subscribe for additional Class A shares, with Blackbeard entities subscribing for a 40.7% pro rata portion. Following the deal, former unitholders will own 59.3% of New PBT common stock, while Blackbeard entities will own 40.7%.

• · The Trust's 75% net overriding royalty interest in Waddell Ranch will be converted into a cost-free 15% effective royalty interest, eliminating cost exposure.
• · New PBT will acquire approximately 68,000 acres of surface estate and a 15% effective royalty interest from Blackbeard Holdings.
• · SoftVest, L.P. beneficially owns approximately 13.3% of outstanding Trust Units.
• · SoftVest, L.P. will sell New PBT to the Trust for one dollar before consummation of the Business Combination.
• · The Rights Offering includes a backstop commitment of up to $71.2 million from SoftVest and Horizon Kinetics.
• · Blackbeard Security and Greybeard Energy will subscribe for Class A shares representing a combined 40.7% pro rata portion of New PBT post-closing.
• · Following the Business Combination, former unitholders will own 59.3% and Blackbeard entities will own 40.7% of New PBT common stock.
• · The Trust will terminate and Trust Units will be delisted from NYSE and deregistered under the Exchange Act.
• · Class A Shares are expected to be listed on NYSE and NYSE Texas under symbol 'PBT'.
• · The Trustee has not made any recommendation for or against the proposals.

29-07-2026

Graf Global Corp. (GRAF) filed a transcript of an interview with BIG3 co-founder Ice Cube on FOX Business, discussing the proposed business combination with BIG3 HoldCo LLC. The transaction is valued at approximately $300 million, and Ice Cube highlighted the global opportunity for 3-on-3 basketball, noting Apollo's estimate of a $2.5 trillion sports opportunity. The filing also includes forward-looking statements and legal disclaimers regarding the merger process.

• · The business combination agreement was dated June 12, 2026.
• · Ice Cube mentioned that a script for a new Friday movie has been submitted and received approval from New Line and Warner Brothers.
• · The filing is a transcript of an interview that took place on July 28, 2026.
• · The combined company's ticker symbol is expected to be TONT (3-on-3).

29-07-2026

American Airlines, Inc. announced the pricing of a $1.325 billion enhanced equipment trust certificate (EETC) offering on July 27, 2026, comprising $1,051,470,000 in Class A certificates and $273,912,000 in Class B certificates. The offering is underwritten by Deutsche Bank Securities Inc. and Citigroup Global Markets Inc. This is a routine debt financing transaction secured by aircraft assets, with no negative or flat performance metrics disclosed in the filing.

• · The underwriting agreements were entered into on July 27, 2026.
• · The filing includes consents from three aircraft appraisal firms for both Class A and Class B certificates.
• · The registrant is incorporated in Delaware with IRS Employer Identification No. 13-1502798.

29-07-2026

Funde Sino Life Insurance Co Ltd filed its quarterly 13F-HR for the period ending June 30, 2026, disclosing holdings in seven U.S. equities with a total reported market value of approximately $306.8 million. The portfolio is concentrated in semiconductor and optical component companies, with Micron Technology Inc. representing the largest position at $245.8 million (69% of total). No prior-period comparison data is available in this filing, so period-over-period changes cannot be assessed.

• · Filing is a 13F-HR (institutional holdings report) for the quarter ended June 30, 2026.
• · The filer is a non-U.S. entity incorporated in F4 (likely China) with business address in Shenzhen and mailing address in Hong Kong.
• · All positions are listed as 'DFND' (defined) with sole voting and dispositive power.
• · The portfolio is heavily weighted toward Micron Technology (69% of total value), indicating a concentrated bet on memory semiconductors.
• · No prior-period comparison data is available in this filing, so period-over-period changes cannot be assessed.

29-07-2026

Dr. Reddy's Laboratories filed a Form 6-K with the SEC on July 29, 2026, covering a routine intimation dated July 28, 2026. The filing contains no financial results, material events, or operational updates beyond the standard foreign issuer report requirements.

• · Filing is a Form 6-K for the month of July 2026.
• · Commission File Number: 1-15182.
• · Registrant address: 8-2-337, Road No. 3, Banjara Hills, Hyderabad, Telangana 500 034, India.
• · The registrant files annual reports under Form 20-F.
• · Exhibit 99.1 is an intimation dated July 28, 2026, but its content is not disclosed in the filing.

29-07-2026

Aware Super Pty Ltd as trustee of Aware Super filed its Form 13F-HR for the reporting period ended June 30, 2026, disclosing $7,058,905,883 in total equity holdings across 236 positions. The fund's top three holdings by market value were Apple Inc. ($529.5M), NVIDIA Corporation ($554.9M), and Microsoft Corporation ($310.4M), with significant exposure to large-cap U.S. technology stocks.

• · The fund held 2,773,204 shares of NVIDIA Corporation, by far the largest position by share count.
• · Other large share holdings include 1,829,755 shares of Apple Inc., 832,039 shares of Microsoft Corporation, 1,020,867 shares of Amazon.com Inc., and 765,917 shares of Alphabet Inc. Class A.
• · The filing is a quarterly snapshot and does not disclose trading activity or performance comparisons.
• · Notable positions include 20,000 shares of SpaceX (Class A), 17,477 shares of Reddit Inc. Class A, and 24,246 shares of Robinhood Markets Inc. Class A.

29-07-2026

NVWM, LLC filed its quarterly 13F-HR report for the period ending June 30, 2026, disclosing a total of $496,309,547 in reported holdings as of that date. The portfolio is heavily concentrated in mega-cap U.S. equities, with top holdings in Apple ($21.3M), Amazon ($15.9M), and Alphabet Class A ($16.1M). However, the filing also shows zero-value positions in several names including Accenture, South32, and Coinbase, indicating complete exits or disposals during the quarter.

• · The portfolio contains 992 positions as of June 30, 2026, with total reported value of $496.3M.
• · Largest additions/new positions include significant stakes in mega-cap tech such as Apple ($21.3M), Amazon ($15.9M), Alphabet Class A ($16.1M), and Broadcom ($8.1M).
• · Zero-value positions were reported for South32, Woodside Energy, Accenture, Coinbase, and others, suggesting complete exits or disposals.

29-07-2026

TD Bank Group announced the issuance of Singapore Dollar NVCC Subordinated Debentures via a press release dated July 28, 2026. The filing is a routine foreign issuer report (Form 6-K) incorporated by reference into the bank's U.S. registration statements. No financial figures or performance comparisons were disclosed in this filing.

• · The debentures are NVCC (Non-Viability Contingent Capital) subordinated instruments denominated in Singapore Dollars.
• · The press release was issued on July 28, 2026, and the Form 6-K was filed on July 29, 2026.