European Movers: Danone (BN FP) +2.0%, Capgemini (CAP FP) +1.5%, Sanofi (SAN FP) +0.6%, Balfour Beatty (BBY LN) -0.5%, Intesa Sanpaolo (ISP IM) -1.4%, Julius Baer (BAER SW) -1.9%, Glencore (GLEN LN) -4.1%

Today's news highlights significant moves in the European markets, particularly concerning individual stocks and sector performance.

Newsquawk StaffPublished 2 Feb 2026, 08:25 UTCOn the live feed at 08:05 UTC — 3 more headlines followed before this page went public

Newsquawk headlinesUTC

08:10

EUROPEAN OPEN: Stocks lower in risk-off trade; China lowers final dairy duties; RR/ LN halts moon plans; BAER SW 2025 profits fall; AAL LN upgraded at Citi

08:07

Tesla's (TSLA) new registration in Sweden up +26.4% Y/Y in January, according to the Mobility Sweden data

08:05

European Movers: Danone (BN FP) +2.0%, Capgemini (CAP FP) +1.5%, Sanofi (SAN FP) +0.6%, Balfour Beatty (BBY LN) -0.5%, Intesa Sanpaolo (ISP IM) -1.4%, Julius Baer (BAER SW) -1.9%, Glencore (GLEN LN) -4.1%

08:03

Iran announces it has summoned all the EU ambassadors in the Islamic Republic to protect the bloc's listing of the paramilitary Revolutionary Guard as a terror group

07:52

Turkey raises lower price limits on some gold and silver funds

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Balfour Beatty (BBY LN) downgraded to Neutral from Overweight at JPMorgan.

Capgemini (CAP FP) - Capgemini to launch the divestiture of its subsidiary Capgemini Government Solutions - to be initiated immediately.

Danone (BN FP) - EU industry association said on Friday that China proposed final anti-subsidy duties on EU dairy products at lower levels than in provisional duties with the final Chinese anti-subsidy tariffs on EU dairy products to go up to 11.7% vs. a maximum 42.7% in provisional duties.

Intesa Sanpaolo (ISP IM) - Q4 2025 (EUR): Net income 1.73bln (exp. 1.59bln), Operating Income 6.84bln (exp. 6.77bln), NII 3.68bln (exp. 3.71bln). Announced EUR 2.3bln share buyback. Guides initial FY26 Net Income 10bln; aims to return 95% of profit to shareholders.

Julius Baer (BAER SW) - FY (CHF): EPS 3.72 (exp. 3.26), AuM 521bln, +5% Y/Y, Net Profit 764mln (prev. 1.02bln Y/Y), CET1 Ratio 17.4% (prev. 14.2% Y/Y). Notes that Co. is “firmly” on track to deliver on medium-term targets.

Mining stocks - Precious and base metals prices have slumped, in a continuation of Friday's losses, and further exacerbated by downbeat Chinese PMIs.

Sanofi (SAN FP) - Sanofiʼs venglustat met all primary endpoints in a phase 3 study of type 3 Gaucher disease.

Context

Notably, Danone is benefiting from reduced Chinese tariffs on EU dairy products, which could boost its competitive edge, while Capgemini's strategic divestiture may streamline operations. Conversely, mining stocks like Glencore are under pressure due to falling metals prices, suggesting broader market worries, especially related to China's economic outlook as indicated by recent PMI data.

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