Grégoire Legrand

The EU accepts a 15% pill

The uncertainty over tariffs won't drag on until the August 1 deadline-at least not with Europe. The EU has effectively conceded to President Trump's terms. The deal will make European goods more expensive (and, critics note, even some U.S. products manufactured in Ireland), but it's a clear win for Washington. Markets are breathing easier as the agreement removes a major risk that had investors bracing for worse.

July 28, 2025 at 09:22 am

Analyst recommendations: GE Aerospace, Coinbase Global, Moody’s, General Dynamics, Northrop Grumman...

Every morning, find a selection of analysts' recommendations covering North America. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

July 28, 2025 at 08:56 am

The story keeps shifting, but the market's trajectory remains the same.

Another day, another record on Wall Street. The S&P 500 closed higher for the fourth straight session, once again setting an all-time high. Strong momentum on the trade front and solid earnings from Alphabet helped fuel the rally, even as the broader economic backdrop remains uncertain. Investors, however, continue to find reasons to stay engaged. In Europe, the tone was more mixed. Indexes ended the day in varied territory, with several companies seeing their earnings results come under pressure.

July 25, 2025 at 09:04 am

Analyst recommendations: Thermo Fisher Scientific, Intel, Honeywell International, Union Pacific, Gilead Sciences...

Every morning, find a selection of analysts' recommendations covering North America. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

July 25, 2025 at 08:46 am

A flawless plan?

Momentum on the trade front is accelerating - and in the right direction. Markets barely had time to celebrate the agreement between Japan and the United States before news surfaced of another potential deal on the horizon. The European Union is now moving closer to an agreement on customs duties, although the final word likely rests with President Trump. Today's trading session is set to be particularly busy, with more than 100 large-cap companies (each worth over $10 billion) reporting earnings, a series of key PMI indicators, and a monetary policy decision from the European Central Bank.

July 24, 2025 at 09:28 am

Analyst recommendations: Alphabet, IBM, Thermo Fisher Scientific, Lockheed Martin, ServiceNow...

Every morning, find a selection of analysts' recommendations covering North America. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

July 24, 2025 at 08:57 am

Wall Street's boring records

Another session, another record high - a trend Wall Street is quickly getting accustomed to. Investor sentiment appears fueled by a fear of missing out, even as overall index moves remain modest. Earnings season, however, continues to drive sharp swings in individual stocks. All eyes are now on Tesla and Alphabet, with results due later today. In the meantime, markets must also digest the latest trade agreements.

July 23, 2025 at 09:13 am

Analyst recommendations: PepsiCo, Lockheed Martin, GE Aerospace, RTX, MSCI...

Every morning, find a selection of analysts' recommendations covering North America. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

July 23, 2025 at 08:54 am

Tech booming, everything else stagnating

Investors may still keep an eye on the Fed, but it's clear their focus is shifting. Confidence in the resilience of the U.S. consumer and the profit potential of AI is stealing the spotlight. Tech stocks - Wall Street's favorite play - continue to deliver, even if the rest of the market gets left behind. That's the backdrop as we head into a busy stretch: the ECB meets Thursday, key PMI data is on deck, and a wave of corporate earnings is set to hit.

July 22, 2025 at 09:04 am

Analyst recommendations: Alphabet, Pepsico, Verizon, Colgate...

Every morning, find a selection of analysts' recommendations covering North America. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

July 22, 2025 at 08:48 am

Six months of Donald Trump II

On Sunday, Donald Trump marked six months into his second term-a period that, to borrow Lenin's words, reminds us that "there are decades where nothing happens, and weeks where decades happen." In just half a year, the United States has begun to fundamentally reassess its role on the global stage, pursuing a more assertive, self-defined agenda. So far, financial markets appear largely unfazed, if not cautiously optimistic, about this renewed stance.

July 21, 2025 at 08:55 am

Analyst recommendations: Amazon, Netflix, AMD, ConocoPhillips, Schlumberger...

Every morning, find a selection of analysts' recommendations covering North America. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

July 21, 2025 at 08:33 am

There's joy in the air

There's a notably upbeat tone in the financial markets at the moment. The recent catch-up of European equities with Wall Street has created a strong momentum for stocks across the continent. Meanwhile, investor appetite for risk remains solid in the U.S., supported by robust corporate earnings and resilient consumer sentiment. It's also worth mentioning that this final trading session of the week coincides with monthly options expiration-a period often marked by heightened market activity. Optimism is running high, with investors positioning themselves for potential trade agreements, continued strong earnings, and perhaps even one or two rate cuts from the Federal Reserve before year-end.

July 18, 2025 at 08:54 am

Analyst recommendations: Netflix, Union Pacific, GE Aerospace, Elevance Health, Dell Technologies Ask ChatGPT

Every morning, find a selection of analysts' recommendations covering North America. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

July 18, 2025 at 08:32 am

Sensient Technologies Corporation : Taste and color

Sensient Technologies operates as a global manufacturer and marketer of colors, flavors, and specialty ingredients serving the food, beverage, pharmaceutical, and personal care industries. Despite facing giants competitors, the group aims to gain market share using more natural fragrance compare to the others. Let's take a closer look.

July 17, 2025 at 01:43 am

Dynatrace fueled by AI

Dynatrace, founded in 2005 in Linz, started as a performance monitoring tool and has since become a major player in cloud observability and security. After launching its AI engine Davis and going public in 2019, the company expanded into SaaS and application security, reaching $1B in sales by 2022. Its platform helps businesses streamline digital performance across complex systems.

July 14, 2025 at 01:35 am

Jabil Inc. : Investing to stay ahead

Founded in 1966 and headquartered in St. Petersburg, Florida, Jabil is one of the world's largest manufacturing solutions providers with more than 140,000 employees across 100 locations in 30 countries. The group seems to make a major shift in global manufacturing - from AI infrastructure to next-gen medical devices and EV systems, leaning into high-value segments. Let's take a closer look.

July 10, 2025 at 01:48 am

OneMain Financial: Lending to the Non-Prime Economy

Founded in 1912 and headquartered in Evansville, Indiana, OneMain Financial is a leading provider of credit to nonprime customers. The company became OneMain Holdings in 2016 following Springleaf Financial Services' acquisition of OneMain Financial in 2015. Today, it ranks as the 7th largest branch-based consumer finance company in the U.S.

July 07, 2025 at 02:51 am

W.R. Berkley Corporation : An insurance family group

W.R. Berkley Corporation operates as a commercial lines property and casualty insurance holding company, operating in 87 countries. Founded in 1967 and headquartered in Greenwich, Connecticut, the group has established itself among the largest commercial lines writers in the United States.

July 03, 2025 at 03:03 am

Darden Restaurants, Inc. : A portfolio of iconic restaurant brands

Darden Restaurants operates as one of the world's largest full-service restaurant company with 195,000 employees and 420+ million annual guest. The company owns and operates more than 2,100 Olive Garden, LongHorn Steakhouse, Yard House, Ruth's Chris Steak House, Cheddar's Scratch Kitchen, The Capital Grille, Chuy's, Seasons 52, Eddie V's and Bahama Breeze restaurants. Let’s take a closer look.

June 27, 2025 at 04:54 am

NVent Electric plc : Powering Electrification

Spun off from Pentair plc in 2018, nVent Electric plc operates as a global provider of electrical connection and protection solutions, headquartered in London with primary operational management based in Minneapolis, Minnesota. Today, the group is moving to a more focused, higher growth electrical connection and protection company after significant portfolio optimization in recent years and strategic acquisitions. Let’s take a closer look.

June 25, 2025 at 06:19 am