Mycronic sets record order intake near SEK 3 billion, lifts full-year outlook above SEK 9 billion

• TIN World Tech flagged geopolitical risk from the Iran conflict, citing higher energy prices, supply-chain disruption, market volatility around the Strait of Hormuz.
• Mycronic posted record order intake near SEK 3 billion, raised full-year outlook above SEK 9 billion; test-equipment lead times exceed 18 months.
• TSMC lifted full-year growth outlook from above 30% to above 40%, set investment spending above USD 60 billion; advanced packaging remains a bottleneck.
• Alphabet raised 2026 capex to USD 195-205 billion; Google Cloud revenue rose 82% with operating margin up to 36%, free cash flow turned negative.
• Microsoft investment run-rate neared USD 175 billion; Azure growth accelerated to 43%, contracted-but-unrecognized revenue rose 84%, shares up 17% on Dynavox results.
• Xvivo Perfusion grew 36% organically, more than tripled operating profit; shares fell on gross margin pressure despite planned FDA filing in Q3.
• Bonesupport cut its full-year growth view to 33%-36%; CMS boosted reimbursement for CERAMENT G from Oct. 1, CERAMENT V awaits FDA decision.
• Addnode organic growth fell 11%, operating profit dropped; Autodesk reseller incentive changes cut roughly SEK 20 million per quarter, triggering sharp target cuts.
• Munters order intake surged 137% on a roughly SEK 2 billion US data-center cooling order; Datacenters sales fell, margins nearly halved.
• Mips delivered 42% organic growth with nearly 47% adjusted operating margin; settled BrainGuard patent dispute for about SEK 35 million in Q3.
• Vimian Medtech returned to 11% organic growth; group organic growth reached 12%, cash flow weakened on higher receivables, tax payments.
• CellaVision said Sysmex destocking ended; US organic growth hit 62%, Asia sales fell, leaving group organic growth just under 6%.
• Nordnet posted record quarter with revenue up 26%, operating profit up 33% at 73% margin; assets neared SEK 1.4 trillion.
• Truecaller revenue fell 21% year-on-year, rose 9% sequentially; Google lifted ad limits, Tanla volumes rebounded, India tax review persists.
• AAK saw adjusted operating profit per kilo down 5%; price pressure weighed on Food Ingredients, Fit-to-Win cost program lagged.
• Catena, Prisma, SLP, Emilshus reported double-digit earnings growth; SLP cut indexation assumption to 1%, Catena sold assets 8%-9% above book.
• ChemoMetec, SAP, RaySearch, Devyser cited among major monthly performance drivers; OpenAI referenced as a key contributor to Azure growth.
• Sectra, BioGaia, Paradox Interactive listed as top holdings in TIN Ny Teknik; Karnov among top holdings in TIN Småbolag.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. TIN World Tech published the original content used to generate this news brief on August 03, 2026, and is solely responsible for the information contained therein.