StreetAccount Macro Headlines:
StreetAccount Summary - Trading higher/lower: EU mid-morning
Premarket themes include earnings misses including Semicap; market impact of Ukraine talks (15-Aug)
EU chipmakers rally despite Trump's 100% tariff threat:
Quick Take - BE Semiconductor Industries trades ~6% higher post mixed Q2 results/Q3 guidance; focus on expectation for orders to increase significantly q/q in Q3 (€132.10, +8.45)
StreetAccount Summary - European pre-market trading update
BE Semiconductor Industries reports Q2 EPS €0.40 vs StreetAccount €0.46; Q3 Revenue is expected to decline (5%)-(15%) vs.Q2 (€123.65, 0.00)
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