Kevin Smith

Charter cuts its forecasts after a big loss of internet customers

Charter Communications is reducing its 2026 outlook after a Q2 marked by a bigger-than-expected drop in its internet subscriber base. Despite solid mobile results and revenue slightly above expectations, the market penalized the update, sending the stock down more than 2%.

July 24, 2026 at 11:05 am

Airlines: Saadia Zahidi to take the helm at IATA from November

The global airline trade group IATA has tapped an executive from the World Economic Forum to succeed Willie Walsh.

July 24, 2026 at 09:47 am

Biotechs: Obesity and China will separate the winners in H2

After a 56% rally in a year, further gains will hinge mainly on oral treatments, clinical readouts, and the ability to withstand competition from China.

July 24, 2026 at 09:21 am

The Great Illusion of Oil Prices

A barrel of oil is back above the $100 mark. Strains on supply routes have reached an unprecedented level, sharpened by the Houthis' announcement that they will close the Bab-el-Mandeb Strait. This is the perfect moment to take a quick tour of how this price is actually formed.

July 24, 2026 at 07:21 am

Will France's debt cost triple between 2021 and 2030?

4.01%. The yield France pays to borrow for 10 years briefly pushed past 4% this morning, a level not seen since October 2008. The rebound in energy prices and expectations of tighter monetary policy have lifted long-term rates across developed countries.

July 24, 2026 at 05:07 am

The Bug in Your Ear: Cybersecurity Runs Into AI

Since 2022, the rise of generative artificial intelligence has upended the rules of cybersecurity. With attackers now equipped with AI, companies and security software vendors are accelerating their transformation. A true technology race is now underway.

July 23, 2026 at 04:28 pm

Medpace jumps 15%, order rebound eases fears

Medpace shares surged 15% on Wall Street after beating quarterly expectations and, above all, reassuring investors about the momentum in new bookings.

July 23, 2026 at 04:05 pm

Allegion raises its full-year targets on demand from commercial buildings

Allegion raised its full-year profit outlook after a Q2 that topped expectations. The maker of locks and access control systems is benefiting from steady demand for its premium products and electronic solutions for commercial buildings, while price increases helped offset a more uncertain real estate backdrop. Against this backdrop, the stock was up about 11% in the session.

July 23, 2026 at 04:00 pm

AMD Starts Production of Its Helios AI Server and Steps Up the Pace Against Nvidia

AMD said it has begun large-scale production of its Helios artificial intelligence server, its most advanced platform for data centers. First shipments are expected in the coming months as the company seeks to strengthen its position against Nvidia in a fast-growing market fueled by massive investment in artificial intelligence.

July 23, 2026 at 03:55 pm

RTX Raises Full-Year Targets, Shares Soar as Market Opens

The defense and aerospace group posted much higher quarterly results, beating analysts' expectations. Building on that momentum and a record backlog, the company raised its 2026 outlook, sparking a wave of enthusiasm among investors: the stock jumped more than 7% as the market opened on Wall Street.

July 23, 2026 at 10:29 am

The ECB Keeps Key Interest Rates Unchanged

As economists had expected, the ECB's Governing Council today decided to leave its three key policy rates unchanged, noting that "the outlook for energy price developments, while highly volatile, is currently close to the baseline scenario of its June projections".

July 23, 2026 at 09:31 am

EasyJet: Lower profits, a higher stock, but "neutral" analysts

Hit by higher fuel costs and disruptions linked to the conflict in the Middle East, easyJet posted a sharp decline in Q3 2026 pre-tax profit. The airline nonetheless highlights solid last-minute demand and confirms its outlook. This is enough to reassure investors, with the stock is up about 5% in London.

July 23, 2026 at 08:28 am

IBM trims outlook after a quarter weighed on by weaker mainframe sales

IBM cut its 2026 revenue growth forecast after quarterly results came in below expectations. The company said businesses prioritized spending on artificial intelligence infrastructure, which temporarily pressured software and mainframe sales.

July 23, 2026 at 01:30 am

Texas Instruments expects a recovery driven by industry and AI data centers

Texas Instruments' Q3 revenue forecast tops Wall Street expectations, underscoring the gradual rebound in industrial demand. The company is also benefiting from the surge in investment in artificial intelligence infrastructure, which is supporting sales of its analog chips.

July 23, 2026 at 01:25 am

Beijing mobilizes banks and insurers to stem the slide in Chinese stocks

Chinese banks and insurers are stepping up their presence in the domestic equity market, in a fresh attempt by Beijing to restore confidence after Chinese stocks fell by over 5% last week. The $8.6bn IPO of memory chipmaker CXMT has revived fears of a liquidity squeeze, while a broad global selloff in semiconductors and renewed tensions in the Middle East have weighed on risk appetite.

July 22, 2026 at 04:21 pm

OpenAI acknowledges that one of its AI models compromised Hugging Face's systems during test

An experimental OpenAI model managed to break out of its test environment, access the Internet, then exploit a vulnerability to breach Hugging Face's systems, an unprecedented incident that highlights the growing risks tied to the capabilities of the most advanced artificial intelligences. The two companies are conducting a joint investigation and say there was no malicious intent.

July 22, 2026 at 02:48 pm

Super Micro surges after highly reassuring numbers for its latest quarter

Super Micro Computer is soaring 24.5% to $31.7, a day after the IT solutions provider released preliminary figures for Q4, seen as highly reassuring on gross margin and order levels, reflecting strong demand for its next-generation artificial intelligence servers.

July 22, 2026 at 12:07 pm

GM on a strong run

After a solid gain yesterday (+4.91%), General Motors shares are extending their rally today (+5.67%, to $84.03). On Tuesday, the US automaker's stock benefited from better-than-expected quarterly results and higher guidance for certain targets, and this Wednesday it is being supported by a positive note from DZ Bank.

July 22, 2026 at 12:03 pm

Fidelity International says that ETF adoption is gaining ground in Europe

Fidelity International's global Be Invested study shows that European investors are gradually becoming familiar with the growing range of strategies now available through exchange-traded funds (ETFs). Based on a survey of 6,500 retail investors in Europe, the study finds that ETFs are taking up a larger share of portfolios: over a third of investors (35%) say they have already invested in ETFs or other exchange-traded products (ETPs).

July 22, 2026 at 10:06 am

Super Micro tops $60bn in orders on demand for next-generation AI servers

Super Micro Computer said it booked more than $60bn in orders during its fourth quarter, driven by strong demand for its next-generation artificial intelligence servers. Investors cheered the update, sending the shares up 15% in after-hours trading following Wall Street's close.

July 22, 2026 at 09:33 am

DZ Bank reviews Tesla, focusing on Optimus

In a report, DZ Bank focuses on Tesla's humanoid robot and the US giant's outlook for FY 2026, ahead of its Q2 earnings call, scheduled for this evening after the US markets close.

July 22, 2026 at 09:10 am