Nicolas Thomas

How Luca de Meo sealed the deal with L'Oréal in a record timing to relieve Kering

(MarketScreener with Reuters) Shortly after being appointed head of Kering, Luca de Meo has wasted no time in making his mark. In under two months, the new CEO has finalized a strategic agreement with L'Oréal, ending Kering's venture into cosmetics, a clear break with the diversification strategy pursued by his predecessor, François-Henri Pinault.

October 21, 2025 at 08:36 am

Ferrari unveils disappointing new estimates

(MarketScreener with Reuters) The famous Italian luxury car manufacturer has unveiled new forecasts that are considered disappointing. The effect is immediate: the stock is currently down over 13% and is heading for the worst trading day in its history.

October 09, 2025 at 04:46 pm

Goldman Sachs anticipates a recovery in mergers and acquisitions, driven by sector concentration

(MarketScreener with Reuters) Goldman Sachs is banking on a resurgence in mergers and acquisitions, driven by sector consolidation and the dynamism of private equity. Lower interest rates should accelerate the trend. But John Waldron warns of US budgetary fragilities and geopolitical tensions.

September 26, 2025 at 10:13 am

Change in migration policy: in response to US policy, several countries are trying to attract foreign talent

(MarketScreener with Reuters) The tightening of immigration rules in the US, including President Donald Trump's introduction of a $100,000 fee on new H-1B visas, has triggered a swift response from several governments around the world, which see it as an opportunity to attract highly skilled scientists and engineers to strengthen their own industries.

September 23, 2025 at 10:05 am

Historic gold rally: what is driving the price surge?

(MarketScreener with Reuters) Gold prices reached a new high on Monday at $3,728 per ounce, extending a spectacular surge that has seen the precious metal double in value since the end of 2022. Buoyed by a climate of geopolitical and economic uncertainty, the gold market is expected to remain under upward pressure in the coming months.

September 22, 2025 at 06:12 pm

Technip Energies faces a consolidation zone

The stock is taking a break after its meteoric rise, testing the strength of its technical support and causing investors to hesitate.

September 08, 2025 at 10:59 am

Artificial intelligence to the rescue of manufacturers facing the tariff storm

Faced with the volatility of tariffs imposed by the Trump administration, some US manufacturers are choosing to maintain low inventories, relying on artificial intelligence to manage their supply chains in real time.

August 13, 2025 at 06:03 pm

CK Hutchison is seeking a Chinese partner to appease Beijing over the sale of its ports

Under geopolitical pressure, CK Hutchison is revising its plans. The Hong Kong conglomerate wants to include a Chinese player in the sale of its ports to defuse tensions with Beijing, as the initial agreement led by BlackRock and MSC is raising concerns amongst Chinese authorities.

July 28, 2025 at 04:05 pm

Shares on the move: Europe on the up despite 15% tariffs

Why are they going up? Why are they going down? Here are some explanations for the unusual fluctuations affecting shares in European markets today. Only when they are reliable and documented: we avoid speculation as much as possible. The fluctuations are taken at the time of writing.

July 28, 2025 at 01:16 pm

Shares on the move: Puma falls relentlessly

Why are they up? Why are they down? Here are some explanations for the unusual fluctuations affecting stocks on European markets today. Only when they are reliable and documented: we avoid speculation as much as possible. The fluctuations are taken at the time of writing.

July 25, 2025 at 04:41 pm

Elon Musk is betting on debt to propel xAI in the AI race.

With the aim of competing with giants such as Alphabet and OpenAI, Elon Musk could decide to raise up to $12bn in debt to accelerate the expansion of xAI and its AI agent Grok.

July 23, 2025 at 05:59 pm

Diageo reshuffles its management team: Nik Jhangiani temporarily replaces Debra Crew

Diageo, which is still in turmoil, has decided to part ways with its CEO, Debra Crew, and appoint CFO Nik Jhangiani as interim CEO. Diageo shares are currently trading close to their all-time low.

July 16, 2025 at 04:29 pm

Meta to spend hundreds of billions on data centers

After recent high-profile hires, Mark Zuckerberg is talking about a multi-hundred billion dollar investment plan for massive AI infrastructure.

July 15, 2025 at 02:00 pm

Nvidia announces the return of its chips to China

Nvidia has announced its intention to relaunch the marketing of its H20 artificial intelligence chip in China, just days after its CEO met with US President Donald Trump in Washington, and while Jensen Huang is currently visiting Beijing.

July 15, 2025 at 01:49 pm

The new Superman takes off with $217 million at the global box office

The return of the Man of Steel is here. Warner Bros.' new Superman movie got off to a thunderous start, grossing $217 million worldwide, including more than $122 million in North America alone. The performance has revived hopes for DC Studios in the face of Marvel's continued dominance.

July 14, 2025 at 11:29 am

Google offers big discounts specifically for US government

As part of his government's spending cuts, Trump has managed to secure discounts from Alphabet and many other players in the cloud sector to use their services at a lower cost.

July 11, 2025 at 12:44 pm

ASML targeted in espionage case, senior employee convicted

A former employee of ASML and NXP has been sentenced to three years in prison for industrial espionage on behalf of Russia.

July 11, 2025 at 12:33 pm

Google is offering big discounts specifically for the US government

As part of his government spending cuts, Trump has managed to secure discounts from Alphabet and many other players in the cloud sector to use their services at a lower cost.

July 11, 2025 at 10:38 am

Samsung is playing the finesse card to counter its Chinese rivals

Samsung is set to unveil its new Z Fold 7. However, the South Korean giant will now have to contend with increasingly aggressive Chinese competition in the ultra-high-end smartphone market.

July 10, 2025 at 05:12 pm

OpenAI takes on Google Chrome with an AI-powered web browser

Artificial intelligence has revolutionized the way we search the internet. OpenAI understands this and intends to take advantage of this revolution to challenge Google in the search engine arena. The creators of ChatGPT are reportedly preparing to unveil an AI-powered search engine, aiming to knock Google Chrome off the top spot.

July 10, 2025 at 12:40 pm

Banned in India, Jane Street steps up to defend its activities

US high-frequency trading firm Jane Street has told its employees that it will challenge the Indian financial market regulator's decision to accuse it of market manipulation. In an internal email seen by Reuters, the company said the transactions in question were "basic index arbitrage," a common and essential practice in financial markets.

July 08, 2025 at 05:34 pm