Analysis: Must Read

Corporate results calendar for August 12, 2025

Welcome to the listed company calendar for August 12, 2025. Among the main announcements, Coreweave, Cardinal Health, Inc, Hannover Re, Demant A/S, and Saudi Arabian Mining Company will release their...

Tariffs: US consumers have yet to feel the impact

On the eve of a highly anticipated inflation report, investors are still trying to answer one question: who will pay the tariffs? So far, companies have absorbed most of the additional costs, but...

The momentum of AI is trickling down to nuclear power

Nuclear energy is back in the spotlight. The tailwind first came from politicians with climate targets in their sights, then from the crazy demand for energy fueled by AI.

China's producer prices fall more than expected in July, with the shadow of deflation still looming

Last month, a further decline in producer prices was recorded in China, reflecting the two headwinds facing the economy: weak domestic demand and US tariffs. This situation reinforces the need for the...

Corporate results schedule for week of August 11, 2025 to August 15, 2025

Welcome to the schedule of listed companies for the week of August 11 to August 15, 2025. Amongst the week's major announcements are those from giants such as Cisco Systems, Deere & Company, Tencent...

ImpactFull Weekly - AI Gold Rush - End of an Era?

By Keith Bortoluzzi - Welcome to this week's edition of ImpactFull Weekly, where we analyse strong and weak signals across asset classes, connecting the dots of what we are seeing unfold in the global...

Beijing is putting pressure on Washington to loosen its grip on AI chips

As trade and technology tensions between China and the US intensify, Beijing is demanding an easing of US restrictions on strategic semiconductors, while accusing Nvidia's H20 chips of posing a risk...

Washington will levy a 15% tax on AMD and Nvidia's AI chip sales in China

The Trump administration will now require Nvidia and AMD to pay 15% of their revenues from sales of advanced chips to China. This unprecedented measure, inherited from an agreement reached under the...

Trump appoints Stephen Miran to the Fed and keeps control over Powell's successor

Donald Trump is finally meeting his own deadlines. He had promised to appoint a new Fed governor this week, and yesterday he announced his choice, his adviser Stephen Miran. This is a temporary...

Is The Trade Desk on the road to normalization?

Slower growth and cautious comments about the coming quarters are a classic recipe for sending an overvalued stock plummeting.

Leverage, buy, repeat: the addiction of crypto treasuries

In France, all companies listed on the tightrope or lacking a business model seem to want to become Crypto Treasury Companies. However, this is not a French phenomenon. It's actually a global...

Ralph Lauren defying turbulence in luxury sector… but not the customs duties.

Ralph Lauren's current strength illustrates consumers' preference for more accessible luxury. Ralph Lauren is playing it safe as it concludes its first quarter.

The Best Articles of the Week: yes, you can find Cartman, Warren Buffett, and Thucydides in the same place

MarketScreener's weekly press review is as eclectic as ever. It features the usual suspects, such as Donald Trump, Mark Zuckerberg, and AI, but also takes us on a journey to ruined countries, eastern...

MRNA rivals call truce as BioNTech prepares CureVac takeover

After years of sparring in court, CureVac and GSK have struck a $740 million settlement with Pfizer and BioNTech, ending a transatlantic dispute over the mRNA technology that shaped the COVID-19...

How did India lose touch with Washington?

How distant seem the images of Narendra Modi and Donald Trump last February at the White House. At the time, buoyed by the relationship they had built during Trump's first term, the Indian prime...

Is it back to square one for Eli Lilly?

After a series of setbacks for Novo Nordisk, Eli Lilly had almost lost sight of the Danish group in its rearview mirror. But the tide could be turning. The results of the study on the oral version of...

A painful rate cut for the Bank of England

The Bank of England reduced its key interest rate by 25 basis points on Thursday, bringing it to 4.0%. The meeting was marked by unusual difficulty in reaching a consensus.

Airbnb struggles to convince

The online platform's key performance indicators exceeded expectations, but management's cautious tone cast a shadow over Airbnb's results.

Stablecoin Tether, more profitable than ever - Crypto review

Tether is no longer content with issuing the world's most valuable stablecoin: it is also printing record profits at a dizzying pace. With nearly $5bn in profit in a single quarter, the USDT giant now...