Kevin Smith

Targeted by Castlelake, EasyJet Braces for Shareholder Revolt

While EasyJet's board has rejected the takeover proposal from Castlelake, a credit and aviation specialist controlled by Brookfield, the bid may find significant support among the airline's frustrated shareholder base.

June 22, 2026 at 12:55 pm

The Anthropic Case Changes Everything for Europe

For years, Europe believed that artificial intelligence was just another service. Then, in a matter of hours, Washington proved that an AI used worldwide could be cut off by a simple political decision.

June 22, 2026 at 12:37 pm

CRH Continues Its American Conquest

Over the weekend, reports surfaced in the press regarding the highly probable acquisition of Arcosa by the Irish industrial giant.

June 22, 2026 at 12:15 pm

Robinhood Eyes New Markets Amidst Speculative Fever

In a gold rush where miners typically abandon both their dreams and their health, the truly shrewd make their fortunes by selling shovels and pickaxes.

June 19, 2026 at 11:40 am

Accenture Now Valued at a Single-Digit Multiple of Its Earnings

Few earnings releases were as highly anticipated as those from the global leader in information technology consulting.

June 18, 2026 at 04:05 pm

Diageo's Call to Arms Fails to Convince Investors

A funereal atmosphere, as described by the Financial Times, surrounds the world's leading wine and spirits producer. Under the supervision of its new CEO, Dave Lewis, the company is embarking on a severe austerity program.

June 18, 2026 at 01:14 pm

Novo Nordisk: Berenberg still a Buyer, Raises Target Price

Novo Nordisk shares are in demand on the Copenhagen Stock Exchange, rising over 4% to about DKK292, bolstered by a Berenberg report outlining several bullish catalysts for the stock.

June 17, 2026 at 03:46 pm

UCB Acquires Candid Therapeutics

The Belgian biopharmaceutical company UCB has announced that it has acquired Candid Therapeutics, a clinical-stage biotechnology company developing novel T-cell engager therapies for autoimmune and inflammatory diseases.

June 17, 2026 at 11:59 am

Intuit joins ranks of suddenly demoted stockmarket stars

While the market once rewarded them with excessively generous valuation multiples, investors now show little interest in high-growth companies, which are perceived as being exposed to the risks of artificial intelligence.

June 17, 2026 at 10:42 am

Evian G7: A Turning Point for the War in Ukraine?

In Evian, Volodymyr Zelensky hopes to capitalize on a shifting geopolitical landscape.

June 17, 2026 at 09:41 am

Lenovo: the Next to Break Through the Ceiling

It's a record-breaking year for the Chinese hardware giant, which is smashing through expectations and moving past a difficult period that lasted since the post-pandemic slump.

June 16, 2026 at 05:40 pm

Nvidia Weighs up Options Ahead of Massive Share Buyback

A double surprise has emerged at Nvidia, where the market capitalization is now trading at its lowest earnings multiple in 5 years, even as the group yesterday announced that is raising $25bn through a bond issue.

June 16, 2026 at 02:06 pm

Saint-Gobain Shareholders Cheer Dahl Sale While Kesko Investors Recoil

A tale of two reactions: while the market applauded Saint-Gobain's divestment of Dahl, its Scandinavian plumbing and heating distribution subsidiary, the acquisition by Finnish firm Kesko met a cool reception from the buyer's shareholders.

June 16, 2026 at 10:01 am

Iran, Ukraine, China: The High-Stakes Agenda for the G7

Markets are approaching the G7 summit in Evian under significant pressure, caught between trade tensions, the war in Ukraine, energy risks and bond market volatility. While the preliminary agreement announced between the United States and Iran has eased oil prices, it leaves several questions unanswered regarding the Strait of Hormuz, sanctions and regional stability. Here are the key issues that will capture market attention.

June 15, 2026 at 05:20 pm

OPEC Cuts 2026 Global Oil Demand Growth Forecast Again

June 12, 2026 at 01:07 pm

Adobe penalized by the market once again - despite solid results

In a textbook example of the rout facing formerly untouchable software stars, Adobe released its interim results after yesterday's closing bell. Investors frowned on the report with a mix of deep-seated distrust and extreme pessimism.

June 12, 2026 at 11:51 am

Oracle Goes All Out

Once a formidable profit-generating machine, Oracle has now joined the ranks of American tech champions forced to raise capital to participate in the AI arms race.

June 11, 2026 at 12:30 pm

Auto1 Group remains determined to dominate Europe's used car market

The German used vehicle specialist remains committed to an extremely ambitious long-term vision, continuing its steady transformation from a traditional distribution model to a more integrated offering.

June 11, 2026 at 10:43 am

Still tethered to the console cycle, Nintendo bets everything on Switch 2

A quintessential cult stock, Nintendo has nonetheless disappointed its most ardent supporters.

June 10, 2026 at 11:28 am

Givaudan still in pole position in a concentrated and ultra-defensive sector

Deutsche Bank analysts have upgraded the stock of the Swiss manufacturer of fragrances, flavors, and cosmetic ingredients to "buy".

June 09, 2026 at 05:26 pm

Sandisk sends Wall Street into a frenzy

In the realm of financial exuberance, the flash memory manufacturer occupies a vast continent all its own.

June 09, 2026 at 01:18 pm