Justin Emerson

Teradyne stock jumps on upbeat outlook for semiconductor demand

Teradyne posted Q3 revenue and profit guidance that topped expectations, supported by steady investment in semiconductor manufacturing equipment, particularly for artificial intelligence applications. The stock jumped over 14% in extended trading on Tuesday.

July 29, 2026 at 09:44 am

Apple launches iPhone leasing offer with Klarna in US

Apple will soon roll out a new iPhone leasing program developed with Klarna in the US. The plan aims to make its devices more affordable amid expected price increases, while encouraging more frequent hardware upgrades.

July 28, 2026 at 04:44 pm

Britain's TNT Reset

Europe's rearmament drive has encountered an awkward problem: factories can assemble more shells only if they can fill them. A Polish-British project to make TNT in Britain shows how NATO is rebuilding military power.

July 28, 2026 at 10:57 am

Apple Retakes Wall Street's Crown From Nvidia

Apple has regained its position as Wall Street's most valuable company, with a market capitalization now nearing $5,000bn. The iPhone maker returns to a spot it had not held since April 2025, helped by a combination of its recent stock rally and the pullback in semiconductors.

July 28, 2026 at 10:16 am

The S&P 500 is closing in on 40% earnings growth. Thanks a lot Alphabet.

No company had ever generated over $100bn in net income in a single quarter.

July 27, 2026 at 04:45 pm

Are hyperscalers right to invest so much in AI?

In just three years, artificial intelligence has profoundly reshaped the financial profile of cloud giants, long seen as cash-flow machines with relatively low capital intensity.

July 26, 2026 at 05:13 pm

Meta enhances its AI assistant with autonomous functions

Meta is rolling out new features for Meta AI in select markets to let its assistant carry out tasks autonomously. The group is continuing to build out its artificial intelligence offering while also launching a new app aimed at sellers on Facebook Marketplace.

July 24, 2026 at 10:37 pm

Fuels: a surge in refining costs sends prices soaring in Europe

"Since mid-July, Brent prices have climbed by nearly $20. That figure masks an even starker reality: refining margins on European diesel (measuring the price gap between crude and the refined product) have risen even faster, jumping from $37 to nearly $65, a record high. These margins reflect the process of 'cracking' crude molecules into smaller molecules, in this case diesel," notes Lazard Freres Gestion (a French subsidiary specializing in asset management and private banking within the international banking group Lazard).

July 24, 2026 at 05:38 pm

This Week's Best Reads: Japan's Prime Minister Could Work at MarketScreener

Sanae Takaichi says she sleeps up to 3 hours a night at most. That means she could write our market column. While politicians like to stage their total devotion, that messaging has backfired for Sanae Takaichi and sparked a heated debate in Japan.

July 24, 2026 at 11:30 am

Cigna aims to save $200m through artificial intelligence

Cigna plans to rely on artificial intelligence to improve monitoring of patients with chronic illnesses and cut their medical spending. The insurer believes these new tools will help its customers save $200m over the next three years, while strengthening prevention and the management of the most complex conditions.

July 23, 2026 at 10:52 pm

Moncler hit by disappointing growth in Q2

Moncler said late on Wednesday that its organic growth cooled in the second quarter due to headwinds in the European market, a statement that weighed heavily on the Italian fashion group's shares.

July 23, 2026 at 11:47 am

Google Cloud surges on AI momentum, easing investor concerns

Google Cloud's strong Q2 growth underscores the central role of artificial intelligence in Alphabet's expansion. Cloud results far exceeded Wall Street expectations, bolstering investor confidence in the company's ability to monetize massive investments in AI infrastructure.

July 23, 2026 at 08:38 am

Tesla: Deliveries Rebound, but Margins Skid

Tesla fell just over 2% in electronic trading after posting quarterly results marked by a clear mismatch between a pickup in volumes and profitability.

July 23, 2026 at 08:21 am

Amazon cuts jobs in its AI unit while stepping up investments

Amazon has confirmed that it has eliminated certain positions within its artificial general intelligence (AGI) unit, without specifying how many employees are affected. The group says that the reorganization is aimed at focusing resources on the most strategic projects, while maintaining a high level of investment in artificial intelligence, which it considers a priority for its growth. The stock was down nearly 2% in late trading.

July 22, 2026 at 11:15 pm

VanEck says "Gold continues to outperform most other major asset classes"

"Gold price volatility increased in H12026. Intraday, gold traded as high as $5,595 on January 29. On June 30, it hit its lowest level of the year at $3,943, but managed to close just above the $4,000 mark, ending the month at $4,008.02 an ounce. Gold fell 14.14% in June and was down 7.21% YTD. Gold equities underperformed the metal, as is typically the case during periods of falling gold prices," notes Imaru Casanova, portfolio manager for gold and precious metals at VanEck (an international investment management firm based in New York).

July 22, 2026 at 11:43 am

Capital One crushes expectations, although reduced provisions raise questions

Capital One Financial was trading around flat in electronic trading yesterday, despite announcing quarterly results that came in well above expectations. The US credit card and banking giant posted adjusted EPS of $5.81, versus $4.69 expected. Net interest income rose 27% y-o-y to $15.85bn, slightly above the consensus of $15.77bn.

July 22, 2026 at 10:43 am

Swatch upbeat for the rest of 2026, despite mixed first half

On Tuesday, Swatch Group, the world's No. 1 watchmaker, said it that it is optimistic for H2 2026, citing a rebound in its markets in recent months. However, a mixed interim performance was frowned on by the market.

July 21, 2026 at 11:49 am

London To Trade After Dark

The London Stock Exchange is preparing to stretch the trading day almost to breaking point. From 2027, investors will be able to buy and sell selected products through the night, as one of Europe's oldest financial institutions adapts to markets that increasingly refuse to sleep.

July 21, 2026 at 11:09 am

AMD launches Helios and steps up its offensive against Nvidia with Microsoft's backing

With Helios, its first rack-scale artificial intelligence system, AMD takes a strategic step in the AI infrastructure market. Microsoft is one of the first customers for the platform, which is due to ship by the year-end and aims to compete head-on with Nvidia's most advanced systems. Following this announcement, AMD shares rose more than 4% as the markets opened.

July 20, 2026 at 05:05 pm

The Week's Best Reads: soccer, the Middle East, AI and an escape of sorts

This week, AI is (again) everywhere. It writes with tics, threatens our jobs, unnerves its own bosses and stirs up chaos with Elon Musk. What about the rest? Well, Wall Street is learning to read Washington, two petro-monarchies fighting over $3,000bn, China knocking France off its foie gras throne (yes), and a chance to get away somewhere between the ultra-rich French Riviera.

July 17, 2026 at 03:36 pm

US green light for a new Merck cholesterol drug

US biopharmaceutical group Merck said on Thursday it has received authorization from US health regulators (the FDA) to market Lipfendra, a new type of cholesterol treatment, lifting its shares on Wall Street.

July 16, 2026 at 05:12 pm