The Ledger: Investors Are Tapping World Cup Fever

Rogers stock rose about 3.5% in pre-open after its Q2 2026 results beat expectations, with adjusted EPS of $0.92 on revenue of $216.8 million versus $0.79 and $210.9 million. The company guided Q3 EPS of $1.10–$1.30 and revenue of $233–$243 million. The move follows a prior selloff tied to supply chain headwinds and a plant fire.

ROGERS CORP (ROG) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 q22026resultsannouncement.htm EX-99.1 Document Rogers Corporation Reports Second Quarter 2026 Results • Net sales of $216.8 million increased 6.9% year-over-year (YoY) • Gross margin of 32.5% increased 90 basis points YoY • Net income of $13.6 million, versus a $73.6 mi

Manchester United said it has secured the majority of land for its planned 100,000-seat stadium near Old Trafford by buying a 25-acre site from Indurent, a Blackstone-owned firm. Jefferies called the land deal a major de-risking step that removes a key overhang and improves visibility for design, costs and timing. The stadium is part of a 370-acre regeneration plan; details are due July 9.

Uranium stocks are being driven by three catalysts, the article says: WNA expects global uranium demand to rise about 28% by 2030; supply has fallen as U.S. production dropped from ~43 million pounds/year (1980) to ~50,000 pounds (2023); and the Trump administration expanded its critical minerals list to include uranium. Manhattan Uranium (MANU/MAUUF) plans ~5,000m of drilling to test up to 25 targets at Murmac and Strike near Uranium City, starting June 2026.

The article says the CRTC has finalized new rules requiring online streaming companies to promote Canadian content and increase funding for it. It cites OUTtv’s disputes over distribution visibility and notes streaming growth of 90% in 2018-19 versus broadcaster revenue down 1.8%. It also references Netflix’s $500m/5-year Canadian pledge.

Bloomberg reported the US Army plans to buy at least $400 million of AeroVironment counter-drone laser systems, citing a person familiar with the deal. The order would include dozens of LOCUST units that use AI to detect and track small to medium drones and then engage them with a high-energy laser. AeroVironment’s stock rose about 8% on Friday.