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Earnings calls · Daily readAug 26, 2026 · 130 notes

Industry inflections

A daily read of every earnings call across five markets — surfacing industry inflection points before they show up in the numbers.

AUG 26

Recruitment and Insurance Brokerage Shift Matching Work to AI

6098.T BEKE FA HAYPY KFRC SLQT

AUG 26

Fab Equipment Demand Shifts From Line Retrofits to Greenfield Plants

ACMR CNTPF MKSI ONTO PLAB SHMD

AUG 26

Hong Kong-Listed Chinese Companies Face 10% Dividend Withholding Tax

ATAT BZ QFIN VIPS WB ZTO

AUG 26

AI Compute Rentals Pass Along Rising GPU Costs

APLD CRWV GRRR MU QMLS TSSI WYFI

AUG 25

Office Furniture Distribution Sees Dealer Cross-Sell Outside Guidance

AUG 25

West African Offshore Gas Development Secures 25-Year Buyers

AUG 25

U.S. Poultry Exports Reenter China After 17-State Clearance

AUG 25

Breakfast Restaurant Chains Set Unit Growth at 50 Openings a Year

AUG 25

Premium Hearing Aid Pricing Firms as Device Costs Rise

AMP.MI GN.CO SOON.SW WILLF

AUG 25

New Zealand Wool Nearly Doubles in Price

002193.SZ 002486.SZ 603889.SH PGWFF

AUG 25

Screen Printing Shifts to Digital as Retail Destocking Persists

6638.T 688789.SH CMPR GIL KRNT KTB

AUG 25

Chip Security Faces Mandatory Key Injection

AVT DAIO FLEX LAES NXPI

AUG 25

Cardiac Cell Therapy Receives First Reimbursed Price in Japan

219A.T 4593.T 4894.T BCDA

AUG 25

Menin Inhibitor Use Shifts Toward Off-Label Combination Regimens

4503.T ABBV KURA SNDX

AUG 25

CRRT Anticoagulation Adds Nafamostat as Fallback in Draft KDIGO Guidelines

BAX FMS ICU TLPH

AUG 25

Software Lending Raises Loan Loss Reserves on AI-Affected Loans

ARCC ECC EIC OCCI OXLC SPMC XFLT

AUG 25

Danish Commercial Real Estate Lending Sees Systemic Risk Buffer Eased

DANSKE.CO JYSKY NDA-FI.HE

AUG 25

Swiss Mortgage Lending Growth Slows Following Credit Suisse Integration

BCGE.SW BLKB.SW BQCNF LUKN.SW UBS

AUG 25

Molybdenum and Tungsten Mining Turns to Unstudied Deposits After China Export Curbs

6998.T CGAU ERD FCX LGO SCCO TECK TGB

AUG 25

EEG Diagnostics Consolidates Rapid and Conventional Testing Into One System

6849.T CBLL MASI