-- ランブル（RUM）は月曜日、ドイツを拠点とするAIおよび高性能コンピューティングインフラプロバイダーであるノーザンデータとの事業統合計画の一環として、ノーザンデータ発行済み株式すべてを対象とした株式交換オファーを開始したと発表した。 このオファーに基づき、ノーザンデータ株1株につき、ランブルのA種普通株式2.0281株が新たに発行される。公開買付け期間は5月9日午前0時01分（米国東部時間）に終了する。 ランブルは、ノーザンデータの発行済み株式の約72%を保有する株主から応募の確約を得ていると述べた。また、この公開買付けには最低応募株式数の制限はないとしている。 ノーザンデータ株は、公開買付け終了後速やかに上場廃止となる予定である。
Price: $4.95, Change: $-0.04, Percent Change: -0.90%
Statistics Canada's advance estimate points to a 0.6% month-over-month nominal increase in March retail sales, said National Bank of Canada after Friday's data.Given the surge in gasoline prices that occurred in the month, this figure heavily reflects higher prices at the pump. As a result, in real terms, retail sales could register a contraction in the final month of Q1, noted the bank.Nonetheless, for the quarter, information received to date indicates that real retail sales could grow at a 4.7% annualized pace, following a 2.0% decline in the previous quarter -- marking the strongest quarterly performance since Q4 2024, stated National Bank.This is all the more impressive as it is occurring against a backdrop of demographic contraction, pointed out the bank.Indeed, the most recent figures from StatsCan indicate that the country's population declined for a second consecutive quarter -- an unprecedented development.As a result, real retail spending per capita is tracking a 5.2% increase in Q1, a rebound from the sluggish prints seen in 2025. Still, National Bank thinks that this momentum could fade fast as the year progresses.As a result of the conflict in the Middle East, households will face an erosion in purchasing power in the coming months. This, combined with a mortgage interest-payment shock and a still fragile labor market, could weigh on discretionary spending going forward, according to the bank.
Cinemark (CNK) is set to benefit from a more consistent release slate over the next several quarters and further market share gains, Wedbush said in a Monday note."The summer slate, especially in Q3, is shaping up very nicely," the report said.The note said theater investments, including laser projectors, premium seats and screens, IMAX expansion, and strategic pricing could drive market share gains. It also pointed to other benefits such as new builds and returning cash to shareholders.For its Q1 results due May 1, Wedbush expects Cinemark to post Q1 revenue of $638 million, against consensus of $629 million, and a loss of $0.03 per share, against consensus of $0.16 loss.Wedbush kept its outperform rating and a $37 price target.Price: $29.40, Change: $+0.92, Percent Change: +3.23%
The blue-chip Swiss Market Index was down 0.03% on Monday's close, as investors gear up for a busy week of corporate updates, economic data prints and key monetary policy decisions.Santhera Pharmaceuticals (SANN.SW) secured a positive recommendation from the European Medicines Agency's Committee for Medicinal Products for Human Use to expand the approval of its Duchenne muscular dystrophy drug Agamree to include the treatment of children who are at least two years old. The drug is currently approved for use on patients aged four and above. The Swiss specialty pharmaceutical company's shares gained 8.38% at closing.Meanwhile, RBC Capital Markets reiterated its outperform rating on Lonza Group (LONN.SW), with a price target of 670 francs, amid expectations that the Swiss pharmaceutical manufacturer's upcoming first-quarter update would be "uneventful." At the end of the trading day, the stock was up 1.83%."We do not see the Q1 qualitative update on 8 May to be a major catalyst for the stock now that Vacaville-specific commentary will no longer be provided, and any further weakness in Specialized Modalities should not be a surprise. We have also taken the opportunity to refresh and add to our commercial product (Enflonsia) and pipeline trackers. There has been some clinical progress, but consensus forecasts have been pushed out a little (aggregate peak sales estimates are unchanged)," the research firm said, noting that it views Lonza as an "attractive and undervalued compounding investment story."The local economic news calendar was empty for the day, while the release of the Swiss KOF Economic Barometer and the UBS & CFA Society Switzerland's economic sentiment index for April, as well as the country's March retail sales figures are on the agenda over the coming days. Market watchers are also awaiting the rate decisions of the US Federal Reserve, the European Central Bank, and the Bank of England.