Vincent Gallet

A rosy picture of the US economy, based on BEA data

Figures released early this afternoon paint a flattering picture of the state of the US economy, with upward revisions to H1 growth, robust household spending and inflation data that look fairly reassuring.

September 30, 2026 at 12:05 pm

NetApp seeks to expand its partnership with SAP

NetApp, a specialist in intelligent data infrastructure, said it plans to expand its partnership with Germany's SAP, including by looking at deeper cloud-native integration of its own capabilities within SAP Cloud Infrastructure.

September 30, 2026 at 12:03 pm

Generali weighed on by downgrade at Jefferies

Generali shares are down 1.4% at EUR42.9 in Milan, weighed on by a Jefferies downgrade to "hold" from "buy", albeit with a target price raised to EUR38 from EUR28.5, with this new TP implying 12% downside potential versus its last closing price.

September 30, 2026 at 10:02 am

KKR Sells Assets in Japan and Korea

KKR said on Tuesday that it has reached separate agreements with institutional investors to sell Central Tank Terminal (CTT) in Japan and Central Terminal Korea (CTK) in South Korea, transactions whose financial terms were not disclosed.

September 30, 2026 at 09:07 am

Antin Infrastructure sells majority stake in Vicinity Energy

Antin Infrastructure Partners said it has agreed, through its Flagship Fund IV, to sell a majority stake in Vicinity Energy to Harrison Street Asset Management in a transaction valuing 100% of Vicinity at $2.92bn in enterprise value.

September 30, 2026 at 07:50 am

OPmobility Closes Acquisition of Hyundai's Lighting Business

OPmobility announced that it has finalized an agreement with Hyundai Mobis to acquire 100% of its lighting business for an enterprise value of KRW600bn, an acquisition that will enable the French automotive supplier to expand its product portfolio, customer base and geographic footprint.

September 30, 2026 at 07:15 am

Goldman Sachs falls below 5% of Valeo's capital

September 30, 2026 at 05:48 am

SES to Keep Sky in Orbit

SES announced the extension of its longstanding partnership with Sky, signing a new multiyear agreement covering direct-to-home (DTH) satellite broadcasting services in the United Kingdom and Ireland, allowing the partnership to continue beyond 2030.

September 30, 2026 at 03:29 am

FDA Accepts Roche NDA for Multiple Sclerosis

Roche says that the US FDA has accepted for priority review its New Drug Application (NDA) for fenebrutinib, a non-covalent Bruton tyrosine kinase (BTK) inhibitor, developed to treat relapsing forms (RMS) and primary progressive (PPMS) multiple sclerosis.

September 30, 2026 at 03:05 am

AMD invests in spatial AI by buying World Labs

Advanced Micro Devices (AMD) shares rose up to 1.2% at more than $615 before closing flat Tuesday on Wall Street, a day after the group announced it would acquire World Labs, an artificial intelligence lab founded by Fei-Fei Li, in an all-stock deal worth about $8.2bn.

September 30, 2026 at 03:05 am

Fidelity falls below 5% of Vallourec

September 29, 2026 at 10:59 am

Deutsche Bank lowers its price target on Antin

Deutsche Bank reiterates its "hold" recommendation on Antin Infrastructure Partners, while lowering its price target from €11.5 to €9, notably judging that the earnings recovery is taking longer than expected.

September 29, 2026 at 08:58 am

Atos deploys its e-GF solution for the Ile-de-France Region

Atos announces that the Ile-de-France Region has placed its new e-GF solution into production as of May 5. The solution is a central financial management component that "helps improve the efficiency and regulatory compliance of the Ile-de-France Region while supporting its digital transformation program."

September 29, 2026 at 05:09 am

Vusion to deploy its technologies at JB Hi-Fi in Australia

Vusion announced a new deployment plan aimed at accelerating the digital transformation of JB Hi-Fi stores, the Australian electronics retail chain.

September 29, 2026 at 02:37 am

Alstom wins new order for Riyadh metro

Alstom announced that it has signed a contract worth approximately €460m with the Royal Commission for Riyadh City (RCRC) to provide additional driverless metro trains for lines 3, 4 and 6, and integrate them into the Saudi capital's existing infrastructure.

September 29, 2026 at 01:24 am

Nathalie Bellon-Szabo chosen to become chairwoman of Sodexo

Sodexo announces that its board of directors is proposing the appointment of Nathalie Bellon-Szabo as chairwoman, subject to the renewal of her term as a director at the annual general meeting on December 16. She will succeed Sophie Bellon, who has held the position since 2016.

September 29, 2026 at 01:12 am

BlackRock exceeds 5% of Bureau Veritas' voting rights

In a notice filed with France's AMF, BlackRock, acting on behalf of clients and funds under its management, said it had crossed above the 5% threshold of Bureau Veritas' voting rights on Aug. 25.

September 28, 2026 at 10:56 am

MongoDB Plunges, as Meta Poaches Its CEO

MongoDB shares dive 25% to $306 while Meta Platforms shares slip 3% to $726 at the open this Monday, following the resignation of Chirantan Desai as chief executive officer (CEO) of the former, effective immediately, to take a senior leadership role at the latter.

September 28, 2026 at 10:08 am

Goldman Sachs exceeds 5% stake in Exail Technologies

September 28, 2026 at 10:04 am

American Express expands its global merchant network

American Express says its cards are now accepted at over 190 million merchant locations worldwide, about 20 million more since the start of the year, and that the number of locations accepting its cards outside the United States has more than doubled over the past four years.

September 28, 2026 at 09:31 am

Nvidia massively ramps up its share buybacks

Nvidia has said that its board of directors has authorized a $150bn increase to its share repurchase program, lifting the remaining amount under the program to $235bn, the largest increase in the history of buyback authorizations.

September 28, 2026 at 09:16 am