Nicolas Thomas

Beiersdorf Shunned After Cutting Its 2026 Targets

Beiersdorf shares are down 3% at EUR78.3 in Frankfurt, shunned after the German cosmetics group's downward revision of its full-year targets alongside the release of first-half results, hurt by Nivea's struggles.

August 03, 2026 at 10:37 am

Heading for a major healthcare merger between AstraZeneca and Bristol-Myers Squibb?

AstraZeneca is being slapped on the wrists in London this morning (-6.69%, at 11,788 pence) after reports from the Financial Times about talks with Bristol-Myers Squibb aimed at a tie-up.

August 03, 2026 at 06:14 am

Ageas praised for sale of its stake in MAHB in Malaysia

Ageas shares are up 2.5% at EUR73.6 in Brussels, cheered after announcing an agreement with Malayan Banking Berhad (Maybank) to sell its 30.95% stake in the capital of their joint venture MAHB (Maybank Ageas Holdings Berhad).

August 03, 2026 at 04:14 am

Leonardo climbs after earnings: analysts' views

Italian defense specialist Leonardo posted encouraging Q2 results, marked by a sharp improvement in operating profitability and solid growth in revenue and orders. The group also raised several of its FY targets, cheering investors: the stock is up nearly 4% in Milan on Friday.

July 31, 2026 at 07:49 am

Apple Tops Expectations on Strong Demand for iPhones and Macs

Apple posted better-than-expected quarterly results, lifted by record iPhone sales and a sharp rebound in the Mac lineup. The group benefits from a favorable product cycle, despite persistent constraints in its supply chain. Even so, the stock slid nearly 4% in after-hours trading, as services revenue came in below forecasts.

July 31, 2026 at 02:27 am

Banks negotiate $15bn financing for an Anthropic data center

Nexus Data Centers is in advanced talks to raise $15bn to finance a campus for Anthropic in Texas. Google is said to be backing the project by providing financial guarantees and supplying the chips needed for artificial intelligence infrastructure.

July 31, 2026 at 02:24 am

Rolls-Royce tops expectations, shares speed off

Driven by all of its divisions, the UK group has posted H1 results that are significantly above last year's level, and also comfortably ahead of the consensus. Investors indeed like this, with the shares up nearly 6% in London.

July 30, 2026 at 08:12 am

Goldman Sachs still cautious about GSK

After a strong 3.47% gain the previous day, GSK shares saw profit-taking in London on Wednesday. On Tuesday, the UK drugmaker reported H1 results that topped expectations, but its guidance was slightly below consensus.

July 30, 2026 at 03:07 am

Lam Research beats expectations, forecasts sustained growth fueled by AI

Lam Research posted quarterly results above expectations and issued a significantly stronger-than-expected revenue outlook for the current quarter. The semiconductor equipment maker is benefiting from robust demand relating to investment in artificial intelligence infrastructure.

July 30, 2026 at 02:37 am

Shell and Phillips 66 consider selling their stakes in the Explorer pipeline

According to Reuters, Shell and Phillips 66 are exploring the sale of their interests in the Explorer pipeline network, a deal that could value this strategic US infrastructure at around $3.5bn, amid strong demand for energy assets.

July 29, 2026 at 02:54 pm

Three European companies exposed to electrification

The return to grace of stocks related, whether directly or indirectly, to artificial intelligence has lowered the entry price for several electrification plays. It's hence the right time to revisit three well-wired European names.

July 29, 2026 at 10:27 am

Deutsche Bank Surges After Profit Smashes Expectations

Deutsche Bank shares jumped 4.2% to EUR32.2 in Frankfurt, cheered by a record Q2 2026 net profit, driven by momentum in its investment banking business and improved operating efficiency, allowing it to reiterate its targets with confidence.

July 29, 2026 at 05:06 am

Logitech shares hit after mixed start to fiscal year

Logitech shares are down over 7% to about CHF 81 in Zurich, the day after reporting Q1 2026-2027 results that AlphaValue viewed as mixed, with profits actually heavily boosted by a one-off item and cautious targets for the current quarter.

July 29, 2026 at 05:06 am

ASM International sees better-than-expected Q3 on AI demand

ASM International said it expects Q3 revenue of about EUR1.1bn at constant exchange rates, plus or minus 5%, above analysts' expectations of EUR994.5m on average. The Dutch semiconductor equipment maker continues to benefit from sustained investment in artificial intelligence infrastructure.

July 29, 2026 at 02:46 am

Meta: what to expect in Q2 as capex blowout risks loom

Meta will report its Q2 results after Wall Street closes on Wednesday, with expectations that look relatively manageable operationally. Consensus is calling for about $60.2bn in revenue, near the top end of the $58bn to $61bn guidance range, while Jefferies is looking for $60.5bn and believes that the company could also beat expectations in Q3.

July 29, 2026 at 02:45 am

Visa Plans to Lay off About 7% of Workforce

Visa is planning to make about 7% of its workforce redundant, i.e. nearly 2,600 jobs, as part of a program aimed at improving operating efficiency, according to Bloomberg News, citing an internal memo. The layoffs would primarily affect technology teams and product development staff. The company did not comment on the report and is set to release its quarterly results after Wall Street closes today.

July 28, 2026 at 10:47 am

Rheinmetall, sacrificed on the altar of Germany's 2027 budget?

According to a document seen by Bloomberg, Berlin is planning to cut defense spending on ammunition next year in favor of other capabilities. Enough to deepen the challenges facing Rheinmetall AG, the world's leading maker of 155 mm artillery shells?

July 28, 2026 at 03:20 am

Fed could resume rate hikes

The Federal Reserve is expected to leave its benchmark rate unchanged on Wednesday in a range of 3.50% to 3.75%, but the decision could mainly set the stage for a new round of rate hikes as soon as September. The markets are no longer fully ruling out a surprise, assigning roughly a one-in-three chance of a rate hike as early as this week.

July 28, 2026 at 03:15 am

Orange and Morrison want to create a data center joint venture in France

Orange and investment fund Morrison announced plans to create a 50-50 joint venture dedicated to data centers in France. The goal is to expand available capacity to meet surging demand tied to artificial intelligence and cloud services. The future platform is targeting total capacity of 400 megawatts, nearly ten times what Orange currently operates.

July 27, 2026 at 03:20 pm

Euronext reportedly weighing the creation of a market for unlisted securities

The pan-European exchange group has reportedly begun talks with clients about a platform dedicated to private companies, a move that would put it in direct competition with London Stock Exchange Group, Bloomberg says.

July 27, 2026 at 04:41 am

Anthropic launches Opus 5, a more affordable and better secured AI model

Anthropic introduced Opus 5, a new artificial intelligence model that delivers performance close to Fable 5 at half the cost. The company is highlighting its efficiency for everyday business use cases, while emphasizing stronger security safeguards.

July 24, 2026 at 03:39 pm