Kevin Smith

Google places Gemini central to its growth strategy

By using its I/O 2026 conference as a showcase for its AI strategy, Google primarily sought to reassure investors of artificial intelligence's ability to strengthen its legacy ecosystem rather than replace it. Sundar Pichai said that the group's services now process over 3.2 quadrillion tokens per month, up from approximately 480 trillion a year earlier, providing a concrete measure of its models' adoption.

May 19, 2026 at 04:14 pm

Long-term yields rattle the bond market

Long-term bond yields have returned to the spotlight in recent days, with a movement that now extends far beyond the US market alone.

May 19, 2026 at 03:04 pm

Banijay continues its impressive ascent

Under the leadership of media entrepreneur Stéphane Courbit, and still backed by controversial billionaire Vincent Bolloré, France's Rupert Murdoch, luxury hospitality group Société des Bains de Mer de Monaco, and finance magnate Marc Ladreit de Lacharrière - a shareholder concert that alone controls four-fifths of the capital - the entertainment group continues its seemingly unstoppable rise.

May 19, 2026 at 09:09 am

Dell accelerates in enterprise AI with 1,000 new clients for its AI Factory portfolio

With over 5,000 customers now recorded for its AI Factory range - up 1,000 over the last quarter - Dell Technologies is confirming the robust demand for enterprise artificial intelligence infrastructure. The group is benefiting from a market driven by large corporations, regulated sectors and sovereign entities seeking to deploy new AI workloads, while maintaining control over their data, costs, and security.

May 19, 2026 at 03:24 am

Citadel Securities Warns of Fragility in Wall Street Rally

After backing a bullish case for US equities in early April, Citadel Securities' Scott Rubner now believes that the Wall Street rebound has profoundly shifted the risk-reward balance.

May 19, 2026 at 03:16 am

Semiconductors weigh on Wall Street ahead of Nvidia earnings

US markets ended Monday on a mixed note, dragged down by a second consecutive decline in semiconductor and mega-cap tech stocks, despite broader resilience across the rest of the tape. The S&P 500 slipped 0.07% to 7,403.1 points, the Nasdaq 100 shed 0.45% to 28,994.4 points, while the Dow Jones rose 0.32% to 49,686.1 points.

May 19, 2026 at 12:57 am

AI is destined to assist financial analysts, not replace them

Matthias Desmarais, Head of Equity Research at Oddo BHF

May 18, 2026 at 10:39 am

EPAM Systems returns to growth but faces brunt of investor skepticism

The IT consulting firm, whose business model once relied heavily on outsourcing in Russia and Belarus, has reached a new one-year low.

May 18, 2026 at 08:51 am

Reply: Stronger than ever, although trading at a rare discount

Much like its peers, the Italian IT consulting firm has faced market headwinds since the artificial intelligence juggernaut took center stage.

May 18, 2026 at 04:26 am

US 10-Year Yield Hits 4.6% Amid US-Iran Tensions and Inflationary Surge

Pressure on the US bond market intensified on Friday, driven by mounting inflationary fears following this week's data releases and renewed uncertainty surrounding the geopolitical standoff between the United States and Iran.

May 16, 2026 at 01:19 am

Morgan Stanley Sees Window of Opportunity for Mexico Amongst Emerging Markets

Morgan Stanley Investment Management is putting Mexico back at the center of the emerging markets map, while the manager's thesis extends beyond the simple nearshoring narrative. In a note published by its emerging equities team, the bank argues that while proximity to the US remains a structural advantage, the country's potential now hinges more on Claudia Sheinbaum's ability to revive domestic growth and private investment.

May 15, 2026 at 03:10 pm

Cerebras stages spectacular stockmarket debut in Nvidia's shadow

Cerebras Systems delivered one of the most impressive IPOs of the year on Wall Street on Thursday. The California-based AI chipmaker shares opened at $350 on the Nasdaq, a staggering 89% premium over its IPO price of $185 per share. The transaction raised $5.55bn through the sale of 30 million shares, yielding an initial fully diluted valuation of $56.4bn.

May 14, 2026 at 05:30 pm

OpenAI Criticizes Apple for Limiting ChatGPT's Reach on iPhone

OpenAI is preparing potential legal action against Apple, according to Bloomberg, as the partnership announced between the groups in 2024 has significantly deteriorated. The startup's lawyers are working with external counsel on several options, which could include sending a formal notice alleging breach of contract, without necessarily leading to an immediate formal lawsuit.

May 14, 2026 at 03:54 pm

Finance: Why the rich get the best deals

One of the cornerstones of financial capitalism rests on a rather cruel rule: the less money you have, the more it costs you. In reality, lending is not restricted solely to the wealthy, but loans granted to the rich come with far more advantageous terms. Let us examine why.

May 14, 2026 at 10:31 am

Troubling Parallels at Cisco Systems

Exactly twenty-six years ago, just before the dot-com bubble burst, Cisco held the crown as the world's most highly valued company, accounting for 5% of the Nasdaq index on its own.

May 14, 2026 at 09:35 am

In Argentina, Milei Accelerates the Great State Sell-Off

In Buenos Aires, the words echoing through the corridors of power are no longer just "inflation," "deficit," or "peso." They are "divestment," "concession," "tender," and "share package." After spending over two years compressing spending, breaking inflationary inertia, and attempting to reorder public accounts, Javier Milei's government is entering a new phase: selling.

May 14, 2026 at 04:32 am

Nokia: The Cisco Effect

Already a favorite among investors as an "AI" play (+113% in 2026), Nokia is gaining further momentum this morning following Cisco's latest earnings release. The stock is up 9%, climbing back to levels not seen in 16 years!

May 14, 2026 at 03:56 am

Fervo Energy makes strong Nasdaq debut riding the AI power wave

Fervo Energy successfully entered the Nasdaq on Wednesday, surging 33% in its market debut as AI-driven electricity demand continues to bolster investor appetite for energy infrastructure. The Texas-based group, trading under the ticker "FRVO", opened at $36, representing a 33% premium over its $27 IPO price. This rally brings its valuation to approximately $10.2bn.

May 13, 2026 at 04:01 pm

Copper: The Drivers Behind the New Record Highs

Copper hit new record highs this week around $14,700 per tonne, extending its year-to-date rally to +17% and over 40% year-on-year. This surge is primarily fueled by three catalysts: robust Chinese demand, growing requirements for power grids and data centers, and mining supply that is struggling to keep pace.

May 13, 2026 at 03:58 pm

Have the financial markets become too fast to be intelligent?

Modern markets react in milliseconds to data that few humans have the time even to read, let alone understand. Algorithms, high-frequency trading, ETFs, systematic flows: a growing share of trading is triggered by rules, signals and automated arbitrage. This speed has made markets more liquid, and at times more efficient, but also more jittery. What role remains for the human element in this situation?

May 13, 2026 at 09:37 am

No miracles at Alstom

How can Alstom shake off the structural discount on its equity?

May 13, 2026 at 07:46 am