Market Signal Briefing

Babcock International PLC (LSE:BAB) shares fell from the all-time high reached earlier in the week after the defence contractor said trading in the first five months of its financial year had been "encouraging", with organic revenue growth and underlying operating margin progress in line with board expectations. The FTSE 100-listed group kept its full-year outlook unchanged, having upgraded its medium-term guidance in June.

In a rural corner of Louisiana, Meta is building one of the world's largest data centers, a $10 billion behemoth as big as 70 football fields that will consume more power in a day than the entire city of New Orleans at the peak of summer.

Infosys Limited will set up a new campus in Mohali with an investment of ₹300 crore, Punjab Industry Minister Sanjeev Arora said on Thursday.

TSMC concentrates the most time-sensitive ramps at 3nm/5nm, backed by yield leadership and market position. N3P is shipping, N2 tracking is better in 2H25, and A16 is following after supporting pricing power and growing capacity. Maintain a crucial packaging scale with CoWoS and SoIC + HBM as AI accelerators are moving to 2.5/3D stacking.

German defence contractor Rheinmetall said on Thursday it plans to sign a preliminary agreement in Hamburg later in the day to build a new ammunition factory in an as-yet unspecified NATO member state.

Strategic cloud deployment of Nasdaq Calypso on AWS will empower institutions to modernize end-to-end infrastructure, enhance resilience and unlock innovation at scale Strategic cloud deployment of Nasdaq Calypso on AWS will empower institutions to modernize end-to-end infrastructure, enhance resilience and unlock innovation at scale

NEW YORK and LONDON , Sept. 25, 2025 /PRNewswire/ -- Global Fintech leader, Broadridge Financial Solutions, Inc. (NYSE: BR), today announced that it has delivered full ISO 20022 cash processing capabilities for its global bank and broker/dealer clients.

Regularly buying shares of growing companies is an easy way to build wealth in the stock market. But to land those elusive multibagger investments, you want to look for companies that still have a large market to expand into.

Energy demand continues to grow. That enables energy companies to invest capital in expanding their businesses.

Berkshire Hathaway (BRK.A 0.44%) (BRK.B 0.57%) CEO Warren Buffett is rightfully known as the greatest investor of all time.

InPlay recently acquired assets in Cardium, which is expected to increase its production and reserves by more than 100%. The CEO of InPlay has ample experience as CEO in the Cardium formation. This experience is an essential asset for the company to expand its operations. InPlay has accumulated significant assets in the Cardium formation. As such, it could benefit from economies of scale.

HEALWELL achieves an exciting integration milestone and announces the global launch of AmadeusAI, now deeply integrated with DARWEN™ AI, providing healthcare providers with advanced artificial intelligence capabilities to analyze structured and unstructured clinical data, identify at-risk patients, and support timely, informed decisions at the point of care. The platform includes HEALWELL's SMARTSuite of AI tools, including SMARTSearch, SMARTSummary, and SMARTIdentify, which streamline clinical workflows, synthesize patient information, and enable proactive care planning.

H&M shares jumped 9% on Thursday after the fashion retailer delivered stronger-than-expected quarterly earnings, boosted by demand for its autumn collections. The Swedish group, the world's second-largest listed clothing retailer, reported operating profit of 4.91 billion crowns for June–August, up from 3.51 billion a year earlier and well above analyst forecasts of 3.68 billion.

Vanguard Dividend Appreciation ETF remains a strong buy for investors seeking steady, long-term growth and reliable dividend appreciation. VIG offers a best-in-class expense ratio of just 0.05%, reinforcing Vanguard's commitment to low-cost investing and maximizing investor returns. The ETF's diversified portfolio balances high-quality growth and dividend stocks, delivering attractive earnings growth and outperforming the S&P 500 since inception.

The banking giant says it has shown the technology improves its algorithmic bond dealing.

25/09/2025 Not for distribution, directly or indirectly, in or into the United States or any jurisdiction in which such distribution would be unlawful. INEOS FINANCE PLC Post-stabilisation Period Announcement NO STABILISATION CARRIED OUT [Further to the pre-stabilisation period announcement dated 23/09/25] BNP Paribas (contact: Stanford Hartman telephone: 0207 595 8222) hereby gives notice that no stabilisation (within the meaning of Article 3.2(d) of the Market Abuse Regulation (EU/596/2014)) was undertaken by the Stabilisation Manager(s) named below in relation to the offer of the following securities.

AutoZone (AZO) shows strong revenue growth and resilience despite profit pressures. Read here for an investment analysis of AZO stock.

DoubleLine Income Solutions Fund offers high current income with a 10.69% yield, focusing on high-yield and emerging market debt. DSL may benefit from Federal Reserve rate cuts, but its low duration profile could limit upside from bond repricing. The fund's higher expense ratio and historical underperformance versus peers like PTY warrant caution despite stable distributions.

Upgrade TJX Companies to buy, targeting a 10% 1-year return as fundamentals and growth drivers strengthen. TJX's consistent traffic-led comparable sales growth, especially among younger consumers, de-risks the brand and supports long-term relevance. HomeGoods' transformation into a year-round destination drives recurring traffic and smooths seasonal volatility, enhancing TJX's growth outlook.

LONDON & PARIS--(BUSINESS WIRE)--In a wide-scale licensing arrangement, ENGIE – a global energy player serving 20 million consumer contracts worldwide – has chosen Kaluza's Energy Intelligence Platform to deploy cutting-edge digital technologies aimed at enhancing customer experience and accelerating the shift to smarter, cleaner energy. Kaluza was selected by ENGIE for this multi-year, multi-market agreement following a rigorous evaluation of technology providers. Kaluza's platform combines re.

Highlights: Formation has commenced a fully funded 10,000 metre multi-phase drill program at its flagship N2 Gold Project near Matagami, Quebec, host to a global historic resource of ~870,000 ounces comprised of 18 Mt grading 1.5 g/t Au (~809,000 oz Au) across four zones (A, East, RJ-East, and Central)2,3 and 243 Kt grading 7.82 g/t Au (~61,000 oz Au) across the RJ zone2,4. Phase 1 will target the "A" zone, a shallow, highly continuous, low-variability historic gold deposit with ~522,900 ounces of which only ~35% of strike has been drilled (>3.1 km open), and the "RJ" zone, host to high-grade intercepts from historical drill holes as high as 51 g/t Au over 0.8 metres2, which was expanded by Agnico Eagle Mines in 2008 in the most recent drilling at the Property.

Roche Pharmaceuticals' CEO told investors she was "serious" about the goal of becoming a top 3 obesity player. The drugmaker's CT-388 weight loss injection is entering a phase III trial, marking the latest development in its nascent but fast-growing weight-loss portfolio.

The Invesco S&P 500 Momentum ETF is reiterated as a strong buy for its proven momentum-based strategy and consistent outperformance. SPMO's recent rebalancing increased technology exposure and reduced underperforming consumer defensive holdings, enhancing its sector allocation for current market conditions. SPMO delivered a 35.57% return over the past year, nearly doubling the S&P 500's 18.21%, showcasing its effectiveness in volatile markets.

SPDR® Portfolio S&P 500® High Dividend ETF is less performant than the S&P 500 and has dividends in line with Treasury yields. So why take the risk? Because simply it provides S&P 500 anchored exposure with competitive distributions, so it is a meeting point. Because simply it has a competitive distribution and a price supported by the underlying bullish nature of the S&P 500, even if here it has more value traits.

There is a small gap between Nippon Steel and the U.S. government over the authority of a golden share tied to its acquisition of U.S. Steel, the Japanese steelmaker's president said on Thursday.