Kevin Smith

Bayer stock in the red as market scrutinizes legal disputes

Bayer shares are losing ground in Frankfurt (-3.6% at about EUR36.5), failing to capitalize on Jefferies raising its target price for them from EUR25 to EUR40, while maintaining its Hold recommendation. The US investment bank says that the settlement of litigation remains the central pivot for the stock.

May 29, 2026 at 04:06 pm

Dell smashes expectations and silences the skeptics

Is the AI tidal wave, which is driving unprecedented commercial and financial euphoria for IT hardware manufacturers, reflected in Dell's quarterly results released yesterday?

May 29, 2026 at 12:28 pm

Synopsys down, despite earnings beat

The chip design software specialist outperformed consensus estimates, but a sequential decline in activity and the burden of the Ansys integration weighed on the stock.

May 29, 2026 at 09:13 am

Soitec once again blessed by a bullish valuation

There is a strange contradiction between the stockmarket performance of the Isère-based semiconductor specialist - whose share price has sky-rocketed sevenfold in 2026 - and its fundamentals, which remain concerning.

May 28, 2026 at 02:51 pm

Dow hits record high as chip stocks take a breather

US markets ended Wednesday in mixed territory, caught between retreating oil prices and a rotation towards industrial and consumer staples. The S&P 500 closed flat (+0.02%) at 7,520.5 points, the Nasdaq 100 slipped 0.09% to 29,973.6 points, while the Dow Jones gained 0.36% to 50,644.3 points, marking a new record close.

May 28, 2026 at 09:26 am

HP beats expectations, but PC volumes dampen enthusiasm

HP reported quarterly results that exceeded expectations, yet failed to trigger a significant market reaction. The stock was flat in after-hours trading as investors weighed robust adjusted earnings against several mixed signals regarding the quality of growth.

May 28, 2026 at 09:09 am

Meta ramps up subscriptions to diversify business model

Meta is expanding its paid offerings across Instagram, Facebook and WhatsApp, while preparing new subscription tiers for AI, creators and companies.

May 27, 2026 at 10:20 pm

BofA maintains Buy rating on Carlsberg, seeing significant upside

Shares in the Danish brewer are rebounding following yesterday's fall of over 2%, bolstered by positive comments from Bank of America. In early afternoon trading, the stock was up 2.5% at over DKK 881.

May 27, 2026 at 03:34 pm

Swatch Group: still searching for its margins in its rebound

Is Swatch still a formidable creator of desire or already a turnaround play? The Royal Pop collaboration with Audemars Piguet answers the first point. For the second, one must look less at the shop windows and more at the factories.

May 27, 2026 at 02:35 pm

Rightmove under siege from Elliott and AI

The real estate listings platform, which has a firm grip of the British market, has fallen off its pedestal.

May 27, 2026 at 12:08 pm

Auto Trader Group: A Near-Monopoly Caught in the AI Crossfire

Artificial intelligence has been the defining theme driving market trends over the past few quarters.

May 27, 2026 at 09:56 am

800VDC emerges as the next frontier for AI data centers

Following GPUs and liquid cooling, SemiAnalysis identifies a new bottleneck in the AI race: data center power supply, which is set to progressively migrate towards 800VDC.

May 27, 2026 at 07:18 am

For Tim Duy, Kevin Warsh's Fed must prepare markets for a rate hike

Tim Duy, Chief US Economist at SGH Macro Advisors, believes that the central question is no longer when the Fed can cut rates, but rather whether it should instead prepare investors for a further rate hike if inflation remains stubbornly high.

May 26, 2026 at 10:17 pm

Porsche caught between luxury and industry

Long perceived as the German Ferrari, Porsche is currently navigating a more challenging phase. While it remains one of the world's most powerful automotive brands, the market is questioning its ability to sustainably maintain margins in a tightening luxury automotive sector.

May 26, 2026 at 05:07 pm

British Telecom Operator BT liked by Market once again

After seemingly leaving it for a dead duck, the market has suddenly rediscovered its appetite for the UK's incumbent telecommunications operator.

May 26, 2026 at 11:43 am

Eli Lilly releases encouraging data for Verve-102 candidate

Eli Lilly has unveiled positive results from a Phase 1B study evaluating Verve-102, an experimental drug candidate designed to permanently deactivate the PCSK9 gene in the liver and reduce low-density lipoprotein cholesterol, or "bad cholesterol," following a single infusion.

May 25, 2026 at 05:56 pm

All that glitters…

Following the release of quarterly results from Switzerland's Compagnie Financière Richemont on Friday, and Chanel last week, Oddo BHF has published a luxury goods sector report.

May 25, 2026 at 04:59 pm

Under Armour shareholders carry more weight than its earnings

The case of the sportswear brand favored by fitness enthusiasts illustrates the difficulty of investing in the fashion and apparel sector.

May 25, 2026 at 12:29 pm

Uber considers Delivery Hero takeover; markets already wary of potential premium

Uber Technologies is exploring options for a full acquisition of Delivery Hero, according to Bloomberg, a report that comes just days after the US giant significantly increased its stake in its German rival. Uber shares, down 12% YTD, slipped about 2% on Friday, while Delivery Hero, which has surged 47% YTD, rose nearly 5% in electronic trading.

May 23, 2026 at 09:47 pm

Wall Street up ahead of Memorial Day, buoyed by earnings and easing crude prices

US markets advanced on Friday, ahead of the Memorial Day long weekend, supported by a decline in bond yields, corporate earnings that were welcomed and some signs of progress in discussions between Washington and Tehran. The S&P 500 rose 0.37% to 7,473.5 points, the Nasdaq 100 increased 0.42% to 29,481.6 points, while the Dow Jones rose 0.58% to 50,579.7 points. Finally, the Russell 2000 climbed 0.73% to 2,864.4 points.

May 23, 2026 at 09:41 pm

Kevin Warsh takes charge of the Fed under pressure from Trump and the markets

Kevin Warsh was sworn in on Friday as the new Chair of the US Federal Reserve during a ceremony held at the White House in the presence of Donald Trump. The former Fed Governor, who previously served from 2006 to 2011, succeeds Jerome Powell. Powell, who led the institution for eight years, remains a member of the Board of Governors, which is rare in the central bank's history.

May 22, 2026 at 10:10 pm