Lufthansa's eight-day labor strike earlier this year is expected to add around 200 million euros in cost, according to AlphaValue analyst Yi Zhong. The German airline's 2025 pretax profit remained in line with expectations despite weaker operating profit from higher costs. However, a higher tax rate reduced net profit more than anticipated, with forecasts for 2026 and 2027 lowered due to increased fuel costs.

Bell Potter cut dividend expectations for Eagers Automotive through 2028 while maintaining a buy call on the stock. Analysts now assume a dividend of 74 Australian cents a share in 2026, down 7.5% on prior forecasts. This reflects uncertainty about payout policy following CanadaOne investment and potential M&A activity in Canada.

Uber's partnership with Nvidia addresses a critical bottleneck for scaling autonomous-vehicle commercialization, Deutsche Bank analysts note. The ride-hailing company avoids becoming a vehicle manufacturer or software developer, focusing instead on logistics and operations. Nvidia serves as the standardized technology backbone that Uber can utilize and monetize.