Kevin Smith

Explainer: For your stocks, IRR remains the true judge of your gains

The internal rate of return is the most reliable indicator for evaluating the true performance of a stockmarket investment - or for comparing different investments. Explanations…

April 21, 2026 at 10:04 am

Key Fundamentals to Watch at PepsiCo

A mix of strengths and weaknesses persists at PepsiCo, as the company maintains a trajectory whose sustainability is being questioned by some observers.

April 20, 2026 at 11:50 am

Alcoa shares surge, echoing pandemic-era rally

In times of war, metal prices frequently skyrocket.

April 20, 2026 at 10:15 am

Epic short squeeze on Avis Budget Group shares

The number two US car rental company has seen its share price quintuple in just a few days.

April 19, 2026 at 10:55 am

AEVEX makes strong Wall Street debut, fueled by rearmament and rise of autonomous systems

The California-based group's stock soared over 30% in its New York debut following a $320m IPO, as investors seek exposure to rising military budgets and autonomous systems.

April 18, 2026 at 08:42 am

Truist shares climb as Wall Street buys into capital discipline

The bank reported mixed results, but the market is cheering its sustained earnings trajectory driven by fee income, tax efficiencies, and share buybacks in a less favorable interest rate environment.

April 17, 2026 at 10:42 pm

Madison Air Solutions Debuts on Wall Street Following $2.23bn IPO

Madison Air Solutions raised $2.23bn by pricing its IPO at $27 per share, the top of its targeted range, marking the largest US IPO of the year to date.

April 17, 2026 at 08:41 am

Prologis impresses Wall Street with solid quarter and bolstered data center ambitions

The global leader in logistics real estate beat Q1 expectations, driven by robust leasing demand, record lease signings and an increase in its annual guidance. It's shares rose over 2% in trading.

April 16, 2026 at 10:06 pm

Allbirds, Artificial Intelligence and the Golden Age of Fraud

Taken public during the pandemic at a staggering $4bn valuation, the Silicon Valley-born sportswear brand's aura quickly faded, leading to a relentless cycle of losses and cash burn.

April 16, 2026 at 10:01 am

Hermès remains head and shoulders above the rest

Despite a cold reception from the market, Hermès' quarterly results are impressive in all respects.

April 15, 2026 at 11:34 am

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