Esteban Gustave

Pandora Shines, Telecom Italia Jumps on Takeover Bid, Spire Healthcare Left Without a Buyer

Poste Italiane has launched a €10.8bn takeover bid for Telecom Italia at a 9% premium, Pandora is benefiting from the drop in gold and silver that is lowering its production costs, while Spire Healthcare is collapsing after Bridgepoint and Triton abandoned their buyout plan. Diasorin sinks after cutting its 2026 outlook. Delivery Hero is selling its Taiwan operations for $600m.

March 23, 2026 at 05:11 am

Nine straight sessions, down 20%: gold is no longer a safe haven

The yellow metal is plunging more than 7% this Monday, marking its 9th consecutive down session. What looks like a flight to safety is, in reality, the opposite move, driven by the mechanics of interest rates.

March 23, 2026 at 04:23 am

Comfort Systems: The Company Seeing Tomorrow's America Two Years Ahead

Mechanics, electricians, pipefitters. Comfort Systems USA (FIX) is anything but a tech company. Yet, its stock is already up 50% since the start of the year, and its order book is driving a performance of nearly 900% over three years. If investors are flocking to this industrial plumbing giant, it is because its USD 11.94 billion backlog has become one of the most reliable signals of the realization of major industrial and technological projects in the United States.

March 18, 2026 at 10:00 am

Pasqal: The Alchemy of Neutral Atoms to Win Over the Nasdaq

Against a backdrop of dwindling capital flows to the tech sector and increased scrutiny of balance sheets, French star Pasqal is accelerating its destiny. By targeting a valuation of $2.6bn through a merger with Michel Combes' SPAC, the unicorn co-founded by Nobel laureate Alain Aspect is attempting to transform scientific breakthroughs into a resounding stockmarket success across two continents.

March 14, 2026 at 06:17 am

Stellantis in talks with Xiaomi and XPeng over European assets

Stellantis is in discussions with Chinese automakers Xiaomi and XPeng regarding a potential investment in its European assets, amid record impairments and a strategic shift of investment toward the United States.

March 13, 2026 at 04:56 am

Meta pushes back the launch of its Avocado model

Meta is delaying the launch of its Avocado AI model until at least May, after it underperformed in internal testing versus rivals, despite massive spending aimed at securing a place in the AI race.

March 13, 2026 at 04:55 am

What if the real value in defence isn't where you're looking?

The reflex is almost mechanical. As soon as missiles fly somewhere in the world, weapon makers' share prices jump. The day after the first US-Israeli strikes against Iran, US defence stocks were up about 3%.

March 11, 2026 at 11:15 am

Continental shifts toward pure-player status, Alstom gains momentum on the rails

Continental is moving forward with the sale of ContiTech to become a tire pure player. ArcelorMittal provides reassurance as BofA believes energy costs can be passed on, while STMicroelectronics surges following a Deutsche Bank upgrade on AI cloud prospects. Meanwhile, Ithaca Energy drops alongside the collapse of Brent crude, and Cosmo Pharmaceuticals plunges after revenue was halved.

March 10, 2026 at 05:11 am

Sectra is in rude health as Zealand Pharma loses too much weight

Sectra surges on booming cloud revenue and orders despite a drop in profit. IMI wins over investors with a massive £500m buyback, Soitec rises after a Deutsche Bank upgrade. By contrast, Zealand Pharma collapses after disappointing phase II results for its anti-obesity candidate. Lanxess disappoints as the Envalior listing is pushed back, Spie slips on the departure of its long-serving CEO.

March 06, 2026 at 04:19 am

SMAIO Accelerates Its Expansion in the United States

March 06, 2026 at 03:00 am

-12%! Koreaés Kospi posts sharpest fall since 2008

After a spectacular rally since the start of the year (+40%), the Seoul stockmarket plunged on Wednesday, extending a second day of capitulation. After -7.2% on Tuesday, the benchmark Korean index shed a further 12.1%, its worst one-day performance since the 2008 crisis.

March 04, 2026 at 06:15 am

-12%! Korea's Kospi logs its worst session since 2008

After a spectacular rally since the start of the year (+40%), the Seoul stock market abruptly broke lower on Wednesday, chalking up a second straight capitulation day. After -7.2% on Tuesday, the benchmark Korean index shed another 12.1%, its worst intraday performance since the 2008 crisis.

March 04, 2026 at 04:54 am

EssilorLuxottica and Meta: Is the romance starting to crack?

Six years of collaboration, seven million pairs of glasses sold, and a 10-year extension signed in 2024. On paper, the alliance between Meta and Essilor Luxottica is an unprecedented industrial success in smart glasses. However, behind the sales records, strategic differences are said to have emerged. On one side, a tech giant ready to flood the market to impose its ecosystem. On the other, the world's leading eyewear group, forced to protect its margins and its reputation.

March 04, 2026 at 03:18 am

Europe Starts to Worry as Spot Gas Prices Spike

The military escalation between Iran, the United States and Israel has sent a shockwave through energy markets. Oil is higher (+4%), but it is European natural gas (TTF) that is posting unprecedented moves: up more than 30% on Monday, then again on Tuesday, jumping from €31 to €60.2/MWh. This sudden break raises the specter for Europe of a physical shortage and a surge in industrial energy bills.

March 03, 2026 at 10:13 am

Rolls-Royce takes off, Puma rebounds on Anta news, and Syensqo sinks

Rolls-Royce unveils a massive buyback program after hitting targets two years early, Puma is counting on China’s Anta to restart sales momentum, and Engie raises its outlook after the UK acquisition. Bayer faces the first legal pushback on its Roundup settlement plan, while Munich Re loses ground on a drop in profit.

February 26, 2026 at 04:49 am

Kalray: Is This Really Reasonable?

The small semiconductor player from Isère, which grew up in the shadow of the CEA, has become the darling of speculators on the Paris Stock Exchange, with its share price multiplying more than tenfold in less than a year. It must be said the company started from rock bottom: after going public at 22 EUR in June 2018, the stock hit a low of 0.402 EUR in spring 2025. The market seems to be playing more "Flight of the Phoenix" than "Night of the Living Dead." But how can this recent enthusiasm be explained?

February 24, 2026 at 10:06 am

Generous dividends for OC Oerlikon and Elmos...Novo extends its slide

OC Oerlikon jumps despite its losses on the back of a special dividend, Edenred and Elmos blow past expectations on cash generation, Norwegian salmon producers surprise to the upside, while Fresenius sinks on downbeat guidance and Unite Group slides as profits weaken.

February 24, 2026 at 04:06 am

Accelerated turnaround for Emeis, fire-sale price for Johnson Matthey

Emeis jumps after announcing an early exit from its safeguard plan, JD Sports launches a share buyback and Enel steps up investment, while Johnson Matthey plunges after offloading a division at a discount and Belimo disappoints with cautious guidance.

February 23, 2026 at 04:30 am

At the foot of Mount Fuji, three champions carry Takaichi's ambition

After her victory in this month's general election, Sanae Takaichi has set out a "Japan Growth Strategy" targeting 17 priority sectors: AI, semiconductors, energy, health, critical materials. Against that backdrop, three Japanese companies stand out for their positioning: a global champion in test equipment, an energy giant in transition and a pharmaceutical lab refocusing on cutting-edge therapies.

February 19, 2026 at 05:36 am

Safran Takes Off, TF1 Loses Its Signal, and L'Oréal Wipes Off Its Gains

Safran soars on the back of a sharp increase in profits, Eutelsat benefits from a robust order book, and Capgemini posts positive results. Meanwhile, TF1 tumbles as revenue plunges, L'Oréal disappoints in Asia, and Delivery Hero collapses due to its Middle Eastern subsidiary.

February 13, 2026 at 05:06 am

Schroders Bought by Nuveen, EssilorLuxottica Thinks Big... as Magnum Melts in the Sun

Nuveen acquires Schroders, creating an asset-management giant, Embracer surges as operating profit crushes expectations and Siemens lifts its annual EPS target on the back of AI and data centers, while Magnum sees net income plunge, Mercedes-Benz posts profit nearly halved and Camurus collapses on falling sales.

February 12, 2026 at 04:40 am