Kevin Smith

JPMorgan aggressively repurchases shares, much against its CEO's wishes

The world's leading bank's market capitalization is nearing all-time highs, reaching nearly triple its tangible book value.

April 15, 2026 at 11:16 am

Orosur discovers new gold zone near Pepas and accelerates exploration at Anzá

Orosur Mining announced on Tuesday the discovery of a new mineralized zone approximately 100 meters west of Pepas, Colombia, an encouraging result that reinforces the potential for broader gold mineralization around the deposit.

April 15, 2026 at 08:11 am

Novartis CEO joins Anthropic board of directors

Anthropic has appointed Vas Narasimhan, CEO of Novartis, to its board of directors. This move strengthens the group's foothold in healthcare and illustrates the growing significance of AI applications within the life sciences sector.

April 15, 2026 at 08:04 am

WD-40: As Fluid as ever

Two years ago, we noted in these columns that, despite its undeniable qualities, the famous rust-prevention specialist perhaps did not warrant a market capitalization equivalent to 50x its earnings.

April 14, 2026 at 03:46 pm

Outsized Ambitions at Brookfield Asset Management as it Doubles Down on Private Credit

In the asset management sector, the two most meteoric entrepreneurial success stories of recent decades have undoubtedly been BlackRock and Brookfield-the former with its ETFs, the latter with its alternative management solutions.

April 14, 2026 at 12:12 pm

Fastenal down, despite in-line results as gross margin remains under pressure

Fastenal reported quarterly results that met expectations, bolstered by market share gains and customer contracts. However, the stock tumbled as the market appeared to penalize the fact there were no real significant pleasant surprises, as well as persistent pressure on gross margins.

April 14, 2026 at 09:04 am

A pivotal year for Antin Infrastructure Partners

Antin displayed impeccable timing when it went public at EUR30 per share amidst the infrastructure mania of September 2021.

April 13, 2026 at 04:38 pm

CoreWeave: The Standard-Bearer of the AI Gold Rush

As an emblematic example of the artificial intelligence gold rush, CoreWeave has divided observers over the long-term sustainability of its business model.

April 13, 2026 at 03:23 pm

Anthropic's Claude Mythos triggers sell-off in cybersecurity stocks

Investors punished cybersecurity specialists amid fears that AI will accelerate vulnerability discovery and undermine traditional defense tools.

April 13, 2026 at 10:32 am

Iberdrola reportedly pauses sale of 1 GW Spanish solar portfolio

The Spanish utility has allegedly suspended the divestment process for a minority stake in a solar portfolio worth about $1bn, amid stalled negotiations and waning buyer interest.

April 13, 2026 at 10:28 am

Western Union continues with double-digit dividend yield

The global leader in consumer money transfers is navigating the second dramatic imperative for reinvention in its history.

April 10, 2026 at 12:07 pm

Sensitive issues and market correction at Ferrari

The supercar manufacturer is facing its sharpest stock market slump since its initial public offering a decade ago.

April 09, 2026 at 11:32 am

The Duval family throws in the towel at Eramet as the group seeks a white knight

There has been a string of disasters for the French mining group, which has been caught in a swirl of bad news over the past few quarters.

April 08, 2026 at 12:50 pm

Bill Ackman highly (too?) confident about Universal Music Group takeover bid

News broke this morning that Bill Ackman has proposed a takeover bid for Universal Music Group that values the company at nearly EUR56bn, or over EUR30 per share - almost double the closing price on April 2.

April 07, 2026 at 11:46 am

A series of setbacks for Tessenderlo Group

The industrial conglomerate led by Flemish entrepreneur Luc Tack, which recently expanded its operations in the United States and France, is returning to growth, although is still suffering from severe margin compression.

April 05, 2026 at 08:56 pm

Eutelsat: A victim of the orbital gap in ambitions between Europe and the US

Persistent rumors of an Amazon takeover of satellite operator GlobalStar could provide some solace to Eutelsat shareholders.

April 02, 2026 at 11:53 am

South African operator MTN reaps the rewards of its restructuring

2025 was a vintage year for Africa's leading telecom operator, which has completed major restructuring over the past few years.

April 02, 2026 at 09:11 am

Perfect timing for Allied Gold shareholders selling at the top

Canadian miner Allied Gold's stint as a public company may have been brief, but it proved highly lucrative.

April 01, 2026 at 12:36 pm

Exor bides for time, but the market can't wait

The Agnelli family holding company has seen its Net Asset Value retreat following the slump in its listed holdings in Ferrari and Stellantis.

March 30, 2026 at 05:46 pm

China Mobile flirts with record dividend yield

The world's leading telecom operator is delivering a growth rate that would be the envy of its Western peers.

March 30, 2026 at 12:09 pm

Delivery Hero still stuck in a traffic jam

It is an understatement to say that MarketScreener has always expressed reservations about the meal delivery sector in general, and Delivery Hero in particular.

March 27, 2026 at 04:03 pm