Kevin Smith

Nvidia Weighs up Options Ahead of Massive Share Buyback

A double surprise has emerged at Nvidia, where the market capitalization is now trading at its lowest earnings multiple in 5 years, even as the group yesterday announced that is raising $25bn through a bond issue.

June 16, 2026 at 07:06 am

Saint-Gobain Shareholders Cheer Dahl Sale While Kesko Investors Recoil

A tale of two reactions: while the market applauded Saint-Gobain's divestment of Dahl, its Scandinavian plumbing and heating distribution subsidiary, the acquisition by Finnish firm Kesko met a cool reception from the buyer's shareholders.

June 16, 2026 at 03:01 am

Iran, Ukraine, China: The High-Stakes Agenda for the G7

Markets are approaching the G7 summit in Evian under significant pressure, caught between trade tensions, the war in Ukraine, energy risks and bond market volatility. While the preliminary agreement announced between the United States and Iran has eased oil prices, it leaves several questions unanswered regarding the Strait of Hormuz, sanctions and regional stability. Here are the key issues that will capture market attention.

June 15, 2026 at 10:20 am

OPEC Cuts 2026 Global Oil Demand Growth Forecast Again

June 12, 2026 at 06:07 am

Adobe penalized by the market once again - despite solid results

In a textbook example of the rout facing formerly untouchable software stars, Adobe released its interim results after yesterday's closing bell. Investors frowned on the report with a mix of deep-seated distrust and extreme pessimism.

June 12, 2026 at 04:51 am

Oracle Goes All Out

Once a formidable profit-generating machine, Oracle has now joined the ranks of American tech champions forced to raise capital to participate in the AI arms race.

June 11, 2026 at 05:30 am

Auto1 Group remains determined to dominate Europe's used car market

The German used vehicle specialist remains committed to an extremely ambitious long-term vision, continuing its steady transformation from a traditional distribution model to a more integrated offering.

June 11, 2026 at 03:43 am

Still tethered to the console cycle, Nintendo bets everything on Switch 2

A quintessential cult stock, Nintendo has nonetheless disappointed its most ardent supporters.

June 10, 2026 at 04:28 am

Givaudan still in pole position in a concentrated and ultra-defensive sector

Deutsche Bank analysts have upgraded the stock of the Swiss manufacturer of fragrances, flavors, and cosmetic ingredients to "buy".

June 09, 2026 at 10:26 am

Sandisk sends Wall Street into a frenzy

In the realm of financial exuberance, the flash memory manufacturer occupies a vast continent all its own.

June 09, 2026 at 06:18 am

GSK to Acquire Nuvalent

The British pharmaceutical giant has reached an agreement to acquire U.S.-based Nuvalent for $10.6bn, exceeding initial market rumors that suggested a valuation closer to $9bn.

June 09, 2026 at 02:50 am

Meta shares weighed on by capital increase rumors

Meta shares closed Friday's session down 5.5%, with more rumors of a potential capital increase in the air.

June 08, 2026 at 02:32 am

Paradigm shift and a new era for Alphabet's shareholders

In the world of finance, the most sensational news of the week was undoubtedly the $80bn capital increase announced by Alphabet.

June 07, 2026 at 03:06 am

Sartorius AG out of favor, as mwb research maintains Sell rating

Sartorius AG shares are under pressure on the Frankfurt Stock Exchange, shedding 3.5% at EUR241. Beyond profit-taking following two consecutive sessions of gains, an analyst reaffirmed a Sell recommendation on the stock, leaving the TP unchanged at EUR190.

June 05, 2026 at 11:22 am

US Employment Regains Momentum, Complicating the Fed's Task

Official and alternative data are converging toward a clearer recovery in the US labor market, while inflation remains too high to justify interest rate cuts by the Fed.

June 05, 2026 at 10:27 am

Getlink remains a market darling

Getlink has enjoyed an excellent start to 2026, publishing its monthly shuttle service activity statistics this morning.

June 05, 2026 at 04:18 am

Ciena slumps despite record quarter, weighed on by lofty expectations

Despite beating estimates and raising its annual guidance once again, Ciena Corporation shares are tumbling approximately 16% on Wall Street following its quarterly release. However, this move must be viewed in context: the American optical networking equipment provider's stock is still up about 120% YTD, fueled by the frenzy surrounding artificial intelligence infrastructure.

June 04, 2026 at 01:20 pm

Nikkei hits record high

The Nikkei has never been higher. Driven by artificial intelligence, the Japanese index crossed the 67,000-point mark for the first time on June 1. However, behind this surge, the rally is much narrower than it appears.

June 04, 2026 at 10:28 am

Private credit jitters rattle alternative asset management giants

Major alternative asset managers are retreating on Wall Street this Wednesday following renewed concerns over private credit. Blackstone, KKR, Blue Owl and Ares are all trading down between 4% and 5% as investors await upcoming updates on redemption requests within unlisted private credit funds.

June 03, 2026 at 03:27 pm

Vanguard hits $1 trillion milestone with its S&P 500 ETF

The Vanguard S&P 500 ETF, known by the ticker VOO, has crossed the symbolic $1 trillion mark in assets, a first for an exchange-traded fund. The vehicle has quadrupled its assets under management since 2022 and has overtaken State Street's SPY, the long-standing market benchmark, driven by the Wall Street rally, steady inflows into index products, and the search for exposure to US large-cap stocks linked to artificial intelligence.

June 03, 2026 at 01:06 pm

Berenberg remains bullish on Ferrari

Ferrari shares are trading in the red (-1.2% at EUR301) on the Milan Stock Exchange, following a 4-session winning streak during which the stock has rien by 7.40%.

June 03, 2026 at 05:04 am