Analysis: Must Read

Visa offers $100m to replace Mastercard as Apple's credit card partner

Visa and Mastercard have always faced stiff competition as a result of their duopoly. This time, Visa is making a bid to take over the partnership between Mastercard and Apple.

Arm recently tried to buy Alphawave to strengthen its position in AI

Aiming to improve its AI chip segment, Arm seems to be looking for potential acquisitions in the field. According to Reuters sources, the company has approached Alphawave - unsuccessfully, as it...

Raspberry Pi: A slice above expectations

Amidst the fast-paced world of tech, the UK's Raspberry Pi has carved out a notable presence with its unassuming yet impactful approach. Outstripping analyst projections, the firm's core earnings...

Sustainable investment and defense: Allianz takes a firm stance

With Europe's famous rearmament project, the defense sector is catching many investors' eyes, including sustainable funds. This raises an important question: are the defense sector and sustainable...

Activist shareholders step up pressure on companies

Activist investors stepped up their pressure on companies worldwide in Q1 2025, launching more campaigns to demand better performance, according to new data released by Barclays. US companies...

Chips, power, pressure: the great Asian shift

In 2025, the chip war between the US and China has reached a new level. The stakes are no longer just commercial: they're strategic, technological and increasingly geopolitical. At the heart of the...

Capgemini interested in WNS Holdings

A few months after completing its takeover of Syniti, Capgemini could make another acquisition in the US. Reuters has learned that the group is interested in WNS Holdings. However, Capgemini is not...

ISS calls for rejection of Goldman Sachs executive retention bonuses

The battle for talent is raging on Wall Street, and Goldman Sachs seems determined to keep its own. However, two consulting firms are recommending that shareholders oppose the loyalty bonus that the...

End of Momentum Picks selection: A strategic decision

After careful consideration and strategic analysis of our services, we have decided to discontinue Momentum Picks, our quarterly stock selection.

Volvo recalls Håkan Samuelsson to weather the storm

Swedish carmaker Volvo has surprised everyone by appointing Håkan Samuelsson as its new CEO, two years after he left the company. A decision seen as a return to fundamentals in the face of Donald...

Customs duties: what to expect from them

After months of threats and prevarication, Donald Trump is due to announce the tariffs that will come into force this Wednesday. A day that financial markets and economic players alike are hoping will...

MarketScreener weekly roundup: Japan's correction; Hong Kong regains color; but US consumers downbeat

The week got off to a bad start for Japan, with a 3.7% drop. In Asia, other stockmarkets did better, such as Hong Kong, which has just regained its second place in the world stockmarket rankings. The...

The next challenge for artificial intelligence

Artificial intelligence continues to disrupt markets, although its development now raises a crucial question; that of energy consumption. A major issue, as yet little addressed, which could well...

GlobalFoundries and UMC are considering a merger

Taiwanese semiconductor manufacturer United Microelectronics and US-based GlobalFoundries are exploring the possibility of a merger, according to two well-informed sources quoted by Reuters. Such an...

Estée Lauder sued in US for its business practices in China

Estée Lauder will face a lawsuit accusing it of misleading shareholders by concealing its over-reliance on sales via China's grey market, daigou, a Manhattan federal judge has ruled....

"Voltswagen": the cheesiest April fool of 2021

Just four years ago, Volkswagen tried its hand at humor… and got its fingers burnt. On March 30, 2021, just before the traditional April Fool's Day, the American branch of the German automaker...

White House considers executive order to speed up deep-sea mining

The White House is considering a presidential executive order to speed up the issuance of permits for deep-sea mining, allowing companies to bypass the UN-backed review process, according to...

Travis Perkins: Building materials giant faces a rocky road

In the world of British building materials, Travis Perkins is navigating a bumpy path as it kicks off 2025.

ARM targets 50% market share in AI data centers in 2025

British chipmaker ARM aims to triple its share of the artificial intelligence data center market by 2025. This ambition is underpinned by its original business model, growing compatibility and...