Capucine Bouchard

STMicroelectronics rekindles chip stocks, Norwegian stays grounded

Semiconductors are back in the driver’s seat. Soitec is getting a lift from its partnership with ZenSemi, and STMicroelectronics is supported by several price-target hikes. Meanwhile, SalMar and Norwegian Air Shuttle remain weighed down by cautious analyst adjustments.

June 29, 2026 at 04:00 am

Heineken Changes CEOs, Signify Flickers Out

A new CEO is set to take the helm at Heineken, while DWS benefits from an upgrade. The session is darker for Signify, punished after targets deemed too timid and the permanent halt of its share buyback program. Meanwhile, Epiroc and Husqvarna are falling after unfavorable analyst calls.

June 23, 2026 at 04:20 am

EasyJet Stays Aloft, Babcock Takes On Water

BioArctic is benefiting from a research deal with Eli Lilly in neurodegenerative diseases, while EasyJet is still buoyed by speculation around Castlelake. At the bottom of the table, Babcock is sliding despite revenue growth, weighed down by a weaker full-year profit, while several Italian names are slipping on dividend detachment.

June 22, 2026 at 03:56 am

Rheinmetall Arms Up in Japan, ASML Hits a Snag in China

Süss Microtec advances ahead of its entry into the MDAX, while Novo Nordisk gets a bit of breathing room after an analyst upgrade. The session starts more brutally for 2CRSI, targeted by Grizzly Research, and for PPHE Hotel Group, dropped by a potential buyer.

June 19, 2026 at 03:56 am

Edenred holds the winning ticket, Carrefour remains at the checkout

Edenred is gaining ground, fueled by rumors of interest from BC Partners. Theon is moving forward with a defense acquisition project, while Air France-KLM reassures the market with a new credit line. In contrast, the retail sector remains under pressure. Carrefour is suffering from another price target cut, and Tesco disappoints with a slowdown in its UK sales.

June 18, 2026 at 03:55 am

German Autos Rebound as Oil Prices Retreat

German automakers are regaining momentum following a strong start for the country's new electric vehicle subsidy program. Elsewhere, Aeroports de Paris, Nokia, and Safran are benefiting from analyst support. Conversely, Exail shares plunged due to a valuation dispute, while TotalEnergies, BP, and Shell are feeling the pressure of a retreat in Brent crude prices, weighed down by hopes of de-escalation in the Middle East.

June 12, 2026 at 04:07 am

Idorsia Catches Its Breath, Trigano Stalls

Idorsia has secured $250m in financing, while SoftwareOne impresses with its 2030 targets. Conversely, Trigano and Hexagon are retreating following analyst adjustments, while K+S, Evonik, and GSK are being penalized by transactions likely to weigh on their financial structures.

June 09, 2026 at 04:12 am

Remy Cointreau cheers recovery, Universal loses its rhythm

Abivax is regaining some ground following its slump earlier this week, while Rémy Cointreau reassures investors with a outlook for a gradual recovery. Conversely, Sivers Semiconductors is facing profit-taking after an executive share sale, and Universal Music retreats following the divestment of Pershing Square's stake.

June 04, 2026 at 03:47 am

Elliott Pushes Northern Star to Consider a Sale

The American activist fund has built a stake exceeding AU$1bn in the gold mining group. It is demanding a strategic review, which could lead to a sale of the company, following a series of operational setbacks and cost overruns.

June 02, 2026 at 05:30 am

EasyJet Soars on Takeover Rumors, Pan African Slows Down

EasyJet shares are climbing on speculation regarding a potential bid from Castlelake, while VusionGroup makes a comeback following an upgrade from Exane BNP Paribas. On the downside, Pan African Resources tumbled after issuing cautious guidance. BioMerieux and Adyen also retreated following analyst downgrades.

June 01, 2026 at 03:56 am

Why is it so difficult to beat the market over the long term?

The idea of beating the market seems simple to many. They believe it is merely a matter of picking the right stocks, avoiding the losers, buying at the right time, and selling before everyone else. In reality, it is far more difficult.

May 29, 2026 at 10:05 am

Royal BAM builds on gains, H&M falls out of fashion

Royal BAM is posting strong gains following a double upgrade from Oddo BHF, while Derichebourg benefits from solid semi-annual results and upwardly revised annual targets. Conversely, Sivers Semiconductors is retreating after a poor earnings release, while Currys and H&M are suffering from unfavorable analyst recommendations.

May 29, 2026 at 03:54 am

Akzo Nobel Brightens, Capgemini Slows on AI Outlook

Akzo Nobel shares surged after the company rejected a takeover bid from Nippon Paint and Sherwin-Williams, while Renault gained ground following an industrial agreement in Spain. Conversely, Greencore retreated after slipping into the red, and Capgemini disappointed investors with a strategic roadmap viewed as less ambitious than previous targets.

May 27, 2026 at 04:00 am

Estée Lauder Abandons Puig Deal to Pursue Independent Turnaround

The potential tie-up between Estée Lauder and Puig is officially off the table. The two groups announced Thursday evening that they have terminated discussions, which had been ongoing since March, regarding a merger that would have created one of the world's largest premium beauty conglomerates.

May 22, 2026 at 04:35 am

Nokia Gains Signal, Puig Loses Its Luster

Nokia and Renk are climbing following analyst upgrades, while Richemont benefits from sales that topped expectations. Conversely, Puig is tumbling after the termination of talks with Estée Lauder, and Julius Bär disappointed investors with its capital inflows.

May 22, 2026 at 03:57 am

Uniper Electrifies the Market, Tesco Faces the Checkout

Uniper leads today's gainers following Berlin's move to launch a reprivatization process, while Euronext finds support from better than expected results. Conversely, Orkla shares fell on disappointing profitability, and Tesco is feeling the heat from political pressure regarding food prices in the United Kingdom.

May 20, 2026 at 03:45 am

Publicis Acquires LiveRamp, Swatch a Victim of Its Own Success

The acquisition of American firm LiveRamp propels Publicis forward, while Repsol and Sonova benefit from robust technological and operational outlooks. Conversely, Italian banks are struggling, and Swatch perfectly illustrates the phrase "victim of its own success" after a product launch descended into chaos.

May 18, 2026 at 04:03 am

NextEra and Dominion in Talks for Massive Merger

The two American energy giants are reportedly discussing a tie-up that could create a behemoth valued at over $400bn. The deal comes amid a sharp rise in electricity demand, driven by data centers linked to AI.

May 18, 2026 at 03:21 am

Dino Polska's Appetite, Ferragamo's Misstep

Dino Polska and Syensqo are surging after reassuring updates. By contrast, Salvatore Ferragamo is being punished by the market, while semiconductors and miners are sliding on profit-taking, weaker metals, and rate jitters.

May 15, 2026 at 04:11 am

Siemens AG Misses Estimates but Reassures with Strong Order Intake

The German industrial conglomerate reported mixed quarterly results. While revenue and industrial profit fell short of expectations, a sharp increase in orders confirms the strength of the company's backlog. The stock traded slightly higher in morning sessions.

May 13, 2026 at 04:40 am

Adecco Sinks Despite Solid First Quarter Performance

The recruitment specialist reported quarterly results that beat expectations, bolstered by the momentum of its flagship Adecco brand. While the group continues to gain market share, gross margins remain under pressure and are expected to trigger downward revisions to consensus estimates.

May 13, 2026 at 04:39 am