Kevin Smith
Journalist
The Airbus-Boeing showdown intensifies at Farnborough as the sector rebounds
Every two years, alternating with Le Bourget, the Farnborough Airshow brings together the elite of global aerospace about 30 miles southwest of London. This is a chance for manufacturers to announce a flurry of deals, and for analysts to take the pulse of a closely watched industry, against a backdrop of surging geopolitical tensions and pressure on jet fuel.
July 22, 2026 at 08:51 am
A global economy that is 'more fragile than it looks, Standard Chartered says
The first half of 2026 will be remembered by all means. In the first two months of the year, Donald Trump neutralized two of his counterparts, namely the leaders of Venezuela and Iran. Since then, the United States has become bogged down (yet again) in a war in the Middle East that has led to the closure of the Strait of Hormuz, which has completely upset global oil prices. Enough to derail the markets? Not at all. Indeed, the markets have shown unexpected resilience, buoyed by the AI momentum. Still, Philippe Dauba-Panatacce, a geopolitics-focused economist at Standard Chartered, urges vigilance: the engines of growth are becoming increasingly narrow.
July 22, 2026 at 03:57 am
Super Micro tops $60bn in orders as demand for AI servers surges
Super Micro Computer has said that it has booked over $60bn in orders in Q4, driven by strong demand for its next-generation artificial intelligence servers. Investors welcomed the update, sending the stock up 15% in after-hours trading on Wall Street.
July 22, 2026 at 03:38 am
Albany NanoTech welcomes ASML's first High NA machine installed in the US
The Albany NanoTech research center in New York State has received the first components of ASML's next-generation lithography machines. This state-of-the-art equipment, intended for research and development, will help pave the way for future generations of semiconductors and strengthens US capabilities in a strategic field.
July 21, 2026 at 04:20 pm
Meta Adds Xbox Game Pass Starter to Its Horizon Subscription
Meta is strengthening its gaming lineup for Quest headsets by adding Xbox Game Pass Starter to its Horizon+ subscription. This partnership with Microsoft gives subscribers access to more than 50 additional games from the Game Pass catalog, complementing the more than 100 virtual reality games already offered by the service.
July 21, 2026 at 01:44 pm
Nvidia Unveils Vera to Speed Expansion in Server Processor Market
Nvidia has laid out the technical specifications for Vera, its first in-house developed central processing unit (CPU) for artificial intelligence servers. Already delivered to several partners, including OpenAI, Anthropic and SpaceX, the processor marks a new step in the group's strategy as it aims to offer end-to-end infrastructure to strengthen its position against AMD and Intel in the data center market.
July 21, 2026 at 12:26 pm
Equifax forecasts revenue below expectations with housing market remains under pressure
Equifax has cut its 2026 revenue outlook, saying that the prolonged weakness of the mortgage market will continue to weigh on its business. The credit-reporting specialist now expects revenue of $6.71bn to $6.78bn, a forecast slightly below analysts' expectations, as interest rates remain high for longer. Against that backdrop, the stock closed down 4% yesterday.
July 21, 2026 at 11:11 am
Genuine Parts cuts its outlook despite better-than-expected Q2 results
Genuine Parts has lowered its 2026 profit forecast, saying that higher costs and a tougher consumer backdrop will weigh on results in the coming months. This revision comes despite a stronger-than-expected Q2, with earnings and revenue topping analysts' forecasts. On the news, the stock started trading down 7%.
July 21, 2026 at 11:05 am
Daimler Trucks stock up despite mwb research pessimism
Shares in the group that designs, builds and markets trucks and buses are up in Frankfurt (+2.3%, at over EUR36). Investors appear to be focusing more on Kepler Cheuvreux's recommendation rather than on mwb research's comments.
July 21, 2026 at 10:17 am
Morgan Stanley's Take on China's Auto Market
In a report, Morgan Stanley reviews China's auto market, particularly exports, which are seeing records across many global markets. The investment bank also believes that this trend will continue, driven by a pullback in the domestic market.
July 21, 2026 at 09:20 am
RBC still bullish on US defense
The outlook for the defense sector remains solid, supported by rising military spending and the strength of aerospace aftermarket activity. Still, in a note published this morning, RBC notes that the timing of major contract awards, as well as the US midterms, could limit the near-term upside for certain stocks.
July 21, 2026 at 05:55 am
Julius Baer in the dumps, despite record H1 net profit
Julius Baer shares are down 4% to CHF 70.8 in early in trading in Zurich on Tuesday, after reporting H1 results that the bank nevertheless described as marked by "a record net profit, driven by assets under management at a historic high, strong client activity and improved operating leverage".
July 21, 2026 at 05:08 am
Paramount - Warner Bros. Discovery: a court temporarily suspends the $110bn merger
A US federal judge has ordered a 14-day temporary suspension of Paramount Skydance's proposed acquisition of Warner Bros. Discovery, delivering an initial judicial setback to a $110bn deal challenged on competition grounds.
July 20, 2026 at 03:51 pm
Tempus AI to buy Personalis to strengthen its position in cancer screening
Tempus AI will acquire Personalis in a deal valued at about $1.5bn, broadening its precision-medicine offering in oncology. The acquisition will allow the group to integrate the NeXT Personal test, a minimal residual disease (MRD) detection technology designed to spot potential cancer relapses through blood tests.
July 20, 2026 at 12:19 pm
Domino's Pizza slightly beats expectations
The US pizza chain, whose shares rose 7% in premarket trading on Monday, has reported quarterly revenue that is slightly above Wall Street expectations, as strength in its supply chain business offset softer demand in its restaurants, where consumers continue to control discretionary spending.
July 20, 2026 at 09:29 am
Vontobel says it's "Smart to add commodities to a diversified portfolio"
"At the start of the year, wheat, especially Kansas wheat, was front and center for market participants, as yield forecasts proved historically poor due to unfavorable weather conditions in key growing regions in the United States. As the conflict between the United States and Iran intensified, soybean oil benefited the most, as it is a key component of renewable diesel. Tensions in the Middle East and the shortage of petroleum products have boosted demand for biodiesel and ethanol," says Kerstin Hottner, head of commodities at Vontobel.
July 20, 2026 at 06:11 am
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