Why ASX, Light & Wonder, News Corp, and Silex shares are dropping today

These shares are falling harder than most on Thursday. But why?

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The S&P/ASX 200 Index (ASX: XJO) is out of form on Thursday and on course to record a decline. At the time of writing, the benchmark index is down 0.25% to 8,821.8 points.

Four ASX shares that are falling more than most today are listed below. Here's why they are dropping:

ASX Ltd (ASX: ASX)

The ASX share price is down almost 9% to $64.12. This morning, the embattled stock exchange operator revealed additional operating expenses related to its ASIC inquiry. The company expects to incur additional operating expenses of between $25 million and $35 million in FY 2026 through increased resourcing, the establishment of a secretariat to manage its response, legal costs, and other internal and external related costs. ASX CEO Helen Lofthouse said: "When we last updated the market on 16 June, we acknowledged the ASIC Inquiry had only just been announced. Since then, we've completed our assessment of the range of expenses we expect to incur in relation to the Inquiry."

Light & Wonder Inc. (ASX: LNW)

The Light & Wonder share price is down almost 4% to $131.40. This follows the release of the gaming technology company's second quarter update this morning. Light & Wonder reported total consolidated revenue of US$809 million and earnings per share of US$1.58. Interestingly, this means the company missed on the top line but beat on the bottom line. The consensus estimates were US$854.15 million for revenue and US$1.40 for earnings per share.

News Corp (ASX: NWS)

The News Corp share price is down 4% to $53.04. This may have been driven by a broker note out of Macquarie Group Ltd (ASX: MQG) this morning. According to the note, the broker has downgraded the media giant's shares to a neutral rating with a $57.80 price target. It said: "News Corp's valuation looks fair given the re-rate of the News Corp owned business, which is trading on 5.9x 12-months forward EV/EBITDA when adjusting the REA stake at spot, and is its highest levels since early-2018 excl COVID. Downgrade to Neutral rating (from Outperform)."

Silex Systems Ltd (ASX: SLX)

The Silex Systems share price is down 14% to $3.99. The catalyst for this was the uranium technology company's capital raising. Silex has received firm commitments to raise approximately $130 million through an institutional placement. These funds are being raised at a 15.8% discount of $3.90 per new share. Proceeds from the placement will be used primarily to support the commercialisation of the SILEX uranium enrichment technology in the United States through exclusive licensee, US-based Global Laser Enrichment (GLE).

Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Light & Wonder and Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool Australia has recommended Light & Wonder. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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