Capucine Bouchard

Vestas soars, Bilfinger disappoints

Corporate earnings continue to set the pace for European markets. Vestas is soaring after results that topped expectations, while TKMS, Uniper and ABN Amro reassure investors with upgraded guidance. On the downside, Bilfinger is being punished after a disappointing report and Novo Nordisk is slipping following a rating change.

August 12, 2026 at 03:47 am EDT

Innate and chips shine, Porsche Automobil hits the brakes

News flow is fairly quiet this morning on European markets, the month of August obliges. In this vacation mood, semiconductors are stealing the show, supported by a return of optimism around AI. On the downside, Porsche Automobil is slipping amid tensions over costs at Volkswagen, and Alstom is suffering from lowered price targets.

August 10, 2026 at 04:09 am EDT

Palantir soars 25%: results "out of this world"

Powered by spectacular growth in the United States, the company smashed Q2 expectations, sharply raising its guidance. The stock is jumping more than 25% on Wall Street on Thursday.

August 04, 2026 at 12:03 pm EDT

Palantir soars 25%: results "out of this world"

Powered by spectacular growth in the United States, the company blew past expectations in the second quarter and sharply raised its guidance. The stock is jumping more than 25% on Wall Street.

August 04, 2026 at 11:30 am EDT

Why does the Fed move markets so much?

If you often hear about the Fed but have never really understood what it is, how it works, or why investors watch every one of its decisions, you are in the right place.

August 03, 2026 at 04:45 am EDT

CXMT: +500% for China's new memory champion

Monday morning, CXMT made its debut on the Shanghai Stock Exchange. Within minutes, the DRAM memory maker's listing turned into a market event.

July 27, 2026 at 09:52 am EDT

TF1 holds on to viewers, oil majors slide

SES benefits from a favorable FCC decision, Idorsia expands its outlets in the Middle East, and TF1 reassures on profitability. On the downside, oil majors slide as crude pulls back this weekend, and Vesuvius disappoints on its operating outlook.

July 27, 2026 at 03:50 am EDT

SAP maps out gains, Carrefour takes the hit

Argan is soaring on a planned merger with WDP, while SAP reassures investors with a second quarter that beat expectations. Metso and Systemair are also advancing on operational catalysts. At the bottom of the table, Neste, Carrefour and Mapfre are being punished for profitability disappointments or deals seen as expensive, while Ipsen slides after a phase III trial failure.

July 24, 2026 at 03:44 am EDT

Airbus Takes Off, Danone Loses Its Flavor

Earnings season rolls on. Airbus takes off after announcing a massive share buyback and new targets, while GEA Group, Randstad, Norsk Hydro and Akzo Nobel are rewarded for solid outlooks. At the bottom of the table, DSV is punished for profitability under pressure, and Danone is hit by a Jefferies downgrade.

July 22, 2026 at 03:33 am EDT

SMA Solar finds its footing again, Volvo Cars stalls

Earnings season is in full swing and the market is sorting winners from losers. Georg Fischer surges after a solid half-year and upgraded targets, and SMA Solar jumps on EBITDA far above expectations. But some releases also disappoint: Volvo Cars, AAK, Beijer Ref and Burberry fall, weighed down by numbers seen as too thin or guidance that remains fragile.

July 17, 2026 at 03:57 am EDT

Jet2 regains altitude, Santander redraws the map

Jet2 is benefiting from the return of appetite for travel, with summer bookings rising. Meanwhile, Leonardo remains supported by NATO digital defense contracts. The start of trading is more hesitant for MTU Aero, whose hydrogen project with Airbus still looks a long way off, and for Boliden and Avanza, weighed down by analyst adjustments.

July 08, 2026 at 03:48 am EDT

Abivax shores up its balance sheet, semiconductors under strain

Abivax continues to rebalance after its capital increase, praised by several analysts. Bayer is also regaining altitude on the back of a legal breakthrough on glyphosate. On the downside, TGS is hurt by a downgrade from SEB, while ASML and Aixtron fall amid lingering concerns about the future of European semiconductors, caught between Chinese restrictions and U.S. pressure.

July 02, 2026 at 04:07 am EDT

STMicroelectronics rekindles chip stocks, Norwegian stays grounded

Semiconductors are back in the driver’s seat. Soitec is getting a lift from its partnership with ZenSemi, and STMicroelectronics is supported by several price-target hikes. Meanwhile, SalMar and Norwegian Air Shuttle remain weighed down by cautious analyst adjustments.

June 29, 2026 at 04:00 am EDT

Heineken Changes CEOs, Signify Flickers Out

A new CEO is set to take the helm at Heineken, while DWS benefits from an upgrade. The session is darker for Signify, punished after targets deemed too timid and the permanent halt of its share buyback program. Meanwhile, Epiroc and Husqvarna are falling after unfavorable analyst calls.

June 23, 2026 at 04:20 am EDT

EasyJet Stays Aloft, Babcock Takes On Water

BioArctic is benefiting from a research deal with Eli Lilly in neurodegenerative diseases, while EasyJet is still buoyed by speculation around Castlelake. At the bottom of the table, Babcock is sliding despite revenue growth, weighed down by a weaker full-year profit, while several Italian names are slipping on dividend detachment.

June 22, 2026 at 03:56 am EDT

Rheinmetall Arms Up in Japan, ASML Hits a Snag in China

Süss Microtec advances ahead of its entry into the MDAX, while Novo Nordisk gets a bit of breathing room after an analyst upgrade. The session starts more brutally for 2CRSI, targeted by Grizzly Research, and for PPHE Hotel Group, dropped by a potential buyer.

June 19, 2026 at 03:56 am EDT

Edenred holds the winning ticket, Carrefour remains at the checkout

Edenred is gaining ground, fueled by rumors of interest from BC Partners. Theon is moving forward with a defense acquisition project, while Air France-KLM reassures the market with a new credit line. In contrast, the retail sector remains under pressure. Carrefour is suffering from another price target cut, and Tesco disappoints with a slowdown in its UK sales.

June 18, 2026 at 03:55 am EDT

German Autos Rebound as Oil Prices Retreat

German automakers are regaining momentum following a strong start for the country's new electric vehicle subsidy program. Elsewhere, Aeroports de Paris, Nokia, and Safran are benefiting from analyst support. Conversely, Exail shares plunged due to a valuation dispute, while TotalEnergies, BP, and Shell are feeling the pressure of a retreat in Brent crude prices, weighed down by hopes of de-escalation in the Middle East.

June 12, 2026 at 04:07 am EDT

Idorsia Catches Its Breath, Trigano Stalls

Idorsia has secured $250m in financing, while SoftwareOne impresses with its 2030 targets. Conversely, Trigano and Hexagon are retreating following analyst adjustments, while K+S, Evonik, and GSK are being penalized by transactions likely to weigh on their financial structures.

June 09, 2026 at 04:12 am EDT

Remy Cointreau cheers recovery, Universal loses its rhythm

Abivax is regaining some ground following its slump earlier this week, while Rémy Cointreau reassures investors with a outlook for a gradual recovery. Conversely, Sivers Semiconductors is facing profit-taking after an executive share sale, and Universal Music retreats following the divestment of Pershing Square's stake.

June 04, 2026 at 03:47 am EDT

Elliott Pushes Northern Star to Consider a Sale

The American activist fund has built a stake exceeding AU$1bn in the gold mining group. It is demanding a strategic review, which could lead to a sale of the company, following a series of operational setbacks and cost overruns.

June 02, 2026 at 05:30 am EDT