Kevin Smith

U.S. Homebuilders Boosted by Bipartisan Housing Legislation

American homebuilders are seeing a sharp resurgence in market favor following Congress's passage of the most significant federal housing affordability legislation in decades. The 21st Century ROAD to Housing Act was approved by broad bipartisan majorities, aiming to address the structural housing deficit currently burdening American households.

June 25, 2026 at 03:07 am

SpaceX Bets on Investors' Limitless Faith in Elon Musk

Fans of initial public offerings and the flamboyant, if not controversial, Elon Musk had better have a strong stomach.

June 25, 2026 at 03:01 am

KNDS Goes Public: Analyzing a Strategic Listing

The announced IPO of the Franco-German defense group comes at an opportune moment for the European defense sector, which has emerged from a long period of lethargy into a state of high-intensity activity.

June 24, 2026 at 10:04 am

Nike recruits its new chief financial officer from Pfizer

Nike announced on Tuesday evening the appointment of David Denton, Pfizer's current chief financial officer, as the group's chief financial officer, with his new role set to take effect on August 16.

June 24, 2026 at 05:12 am

What if the market is signaling a clear pause in the AI rally for the summer?

With the stock market explosion of AI-related names in recent months, the Momentum, High Beta, and Growth factors from S&P have outperformed the broader U.S. market at an extreme pace over the last four months, increasing the risk of a technical "blowback."

June 24, 2026 at 03:01 am

Palantir Forges AI Marketing Partnership with Zeta Global

Palantir, the American predictive AI giant, announced Tuesday a strategic partnership with New York-based Zeta Global aimed at creating a unified data and artificial intelligence infrastructure for the marketing sector.

June 23, 2026 at 10:34 am

Pro-Market Wave Sweeps Colombia, Brazil Now in Focus

The liberal shift continues across Latin America. Following the election of Javier Milei in Argentina in 2023, and Jose Antonio Kast in Chile last December, Colombia has now reached its own turning point with the election of Abelardo de la Espriella this past weekend.

June 23, 2026 at 03:46 am

What Kevin Warsh's Arrival Means for the Fed and the Markets

Kevin Warsh's appointment to lead the Federal Reserve represents more than just a change in leadership. The former Fed Governor, who served from 2006 to 2011, has already begun to dismantle the institution's established norms.

June 23, 2026 at 03:32 am

SpaceX officially launches its inaugural bond offering

SpaceX announced on Monday its intention to place its first offering of senior bonds with institutional investors, though it did not specify the total amount it expects to raise through the transaction.

June 22, 2026 at 10:40 am

Targeted by Castlelake, EasyJet Braces for Shareholder Revolt

While EasyJet's board has rejected the takeover proposal from Castlelake, a credit and aviation specialist controlled by Brookfield, the bid may find significant support among the airline's frustrated shareholder base.

June 22, 2026 at 05:55 am

The Anthropic Case Changes Everything for Europe

For years, Europe believed that artificial intelligence was just another service. Then, in a matter of hours, Washington proved that an AI used worldwide could be cut off by a simple political decision.

June 22, 2026 at 05:37 am

CRH Continues Its American Conquest

Over the weekend, reports surfaced in the press regarding the highly probable acquisition of Arcosa by the Irish industrial giant.

June 22, 2026 at 05:15 am

Robinhood Eyes New Markets Amidst Speculative Fever

In a gold rush where miners typically abandon both their dreams and their health, the truly shrewd make their fortunes by selling shovels and pickaxes.

June 19, 2026 at 04:40 am

Accenture Now Valued at a Single-Digit Multiple of Its Earnings

Few earnings releases were as highly anticipated as those from the global leader in information technology consulting.

June 18, 2026 at 09:05 am

Diageo's Call to Arms Fails to Convince Investors

A funereal atmosphere, as described by the Financial Times, surrounds the world's leading wine and spirits producer. Under the supervision of its new CEO, Dave Lewis, the company is embarking on a severe austerity program.

June 18, 2026 at 06:14 am

Novo Nordisk: Berenberg still a Buyer, Raises Target Price

Novo Nordisk shares are in demand on the Copenhagen Stock Exchange, rising over 4% to about DKK292, bolstered by a Berenberg report outlining several bullish catalysts for the stock.

June 17, 2026 at 08:46 am

UCB Acquires Candid Therapeutics

The Belgian biopharmaceutical company UCB has announced that it has acquired Candid Therapeutics, a clinical-stage biotechnology company developing novel T-cell engager therapies for autoimmune and inflammatory diseases.

June 17, 2026 at 04:59 am

Intuit joins ranks of suddenly demoted stockmarket stars

While the market once rewarded them with excessively generous valuation multiples, investors now show little interest in high-growth companies, which are perceived as being exposed to the risks of artificial intelligence.

June 17, 2026 at 03:42 am

Evian G7: A Turning Point for the War in Ukraine?

In Evian, Volodymyr Zelensky hopes to capitalize on a shifting geopolitical landscape.

June 17, 2026 at 02:41 am

Lenovo: the Next to Break Through the Ceiling

It's a record-breaking year for the Chinese hardware giant, which is smashing through expectations and moving past a difficult period that lasted since the post-pandemic slump.

June 16, 2026 at 10:40 am

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