Daily ideas

DNO ASA and Gulf Keystone Petroleum disclosed that Iraq now settles much of the Kurdish oil price in physical cargoes, leaving an $80 million receivable.

Intuit's 2026-08-25 call gave the first mid-market-only usage rate for its AI agents: over 75% of Intuit Enterprise Suite customers use them monthly, with no revenue attributed.

A reported 7.5% US overcapacity duty on Chinese goods is collected from US importers, putting Hamilton Beach, Helen of Troy and Dorman gross margins in the chain.

ZTO's return parcels rose about 80% to 9.8 million a day against 4.2% industry volume growth, while Vipshop's fulfilment expense hit 8.7% of net revenues.

Citi Trends now evaluates every new store location with AI tools. The roughly 90% sales-forecast accuracy is management's claim for a combined method, not the model alone.

Trump's 50% tariff on Canadian vehicles, parts and steel from January 2027 killed the metals deal, leaving Toyota, Honda and Century Aluminum on the chain.

Hays cut permanent placement volumes 14% as average fees rose 2%; SelectQuote ties over $30m of annual savings to AI and keeps licensed agents on the call.

BOSS Zhipin's employer-side AI now runs more than 10,000 interviews a day, and the 2026-08-25 call named it as one driver of 7% ARPPU growth.

SCHMID's order intake hit EUR 52.3m in eight weeks while Canatu's reactor waits two years for acceptance: fully loaded fabs defer change and buy new plants.

BMO put a first number on its frontline AI assistant Lumi on the 2026-08-25 call: new-employee productivity up 17% across Canadian personal and business banking.

PRC authorities denied the 5% mainland-Hong Kong treaty withholding rate to intermediate holdcos; Vipshop's non-GAAP net margin fell to 1.6% from 8.0%.

Citi Trends names AI-driven allocation as one of three drivers behind a 50 basis point first-half gross margin gain, with no basis points assigned to the AI system itself.

Gorilla and QumulusAI say rented AI compute prices are rising; recent Blackwell contracts run $18-20 million per megawatt versus $16 million blended.

Kanzhun says AI in review, service and recruiting tools held operating headcount flat since 2023, adding about two points of gross margin, though the saving was never measured directly.

HNI says its merged Steelcase dealer network began cross-selling on its own, yet every disclosed synergy dollar is a cost dollar and the 2027 EPS bridge assumes minimal volume.

On its 2026-08-03 earnings call MakeMyTrip said its AI voice bot resolves about 50% of all inbound calls with no human agent, and first tied that to outsourcing cost.

Bloomberg reported the US will add a 7.5% overcapacity duty on Chinese goods before the 24 September summit, taking the China rate to about 20% and raising costs for US importers.

Mauritania and Senegal have contracted GTA gas for two power plants, giving Kosmos Energy a buyer for FPSO throughput it says needs no new capital.

On its 2026-04-30 call, Axos Financial (AX) first put numbers on its in-house AI coding tools: 90% share of committed code and technical uses up 37% since the start of 2026.