Capucine Bouchard

X-FAB Silicon Foundries weighed down by automotive sector, buoyed by growth technologies

The semiconductor foundry reported declining results for the first half of its fiscal year, hit by weakness in the automotive market. However, X-FAB continues to benefit from the ramp-up of technologies related to electrification, data centers, and advanced industrial applications.

April 30, 2026 at 03:30 am EDT

Lectra weighed down by slowing equipment sales in Q1

The specialist in technology solutions for the textile industry saw its revenue and profitability decline in the first quarter of 2026 amid a tense geopolitical and commercial backdrop. However, the group highlighted the growth of its recurring revenue and an increase in its order book.

April 29, 2026 at 03:41 am EDT

Peugeot Invest sells its stake in Immobilière Dassault for 74.7 million euros

The French investment firm continues its asset rotation strategy with the sale of its 19.8% stake in Immobilière Dassault to Groupe Industriel Marcel Dassault. The transaction is set to bolster its financial flexibility and marks its progressive divestment from the real estate sector.

April 29, 2026 at 03:35 am EDT

Forvia: Apollo poised to acquire interiors business for EUR1.4bn

Private equity giant Apollo Global Management is reportedly nearing a deal to acquire the interiors division of French automotive supplier Forvia.

April 23, 2026 at 05:22 am EDT

The Price of Patience

Following the post-Covid euphoria, Roche is entering a transition phase. Between patent erosion and the need to reignite innovation, the Swiss Pharma giant must prove that it can still create value beyond its past successes.

April 23, 2026 at 05:17 am EDT

L'Oreal shines, BioMerieux loses momentum

Earnings season is in full swing: L'Oreal is radiant following a record first quarter, while STMicroelectronics electrifies the market by announcing a major return in demand. Conversely, BioMerieux and Sainsbury plunge into the red following guidance revisions.

April 23, 2026 at 04:15 am EDT

Forvia: Apollo poised to acquire interiors business for 1.4 billion euros

Private equity giant Apollo Global Management is reportedly nearing a deal to acquire the interiors division of French automotive supplier Forvia.

April 23, 2026 at 03:38 am EDT

Market Odds and Ends: Poland now holds more gold than the ECB

Record gold accumulation in Poland, Taiwan overtaking London, persistent oil tensions and a retreating dollar: a look back at the movements shaking the markets.

April 16, 2026 at 11:01 am EDT

Siemens Energy: An overpriced success story?

Born from the spin-off of the Siemens conglomerate, Siemens Energy has emerged as one of the most compelling European equity stories in recent years. Driven by the energy transition and the surge in electrical infrastructure requirements linked to AI, the group is benefiting from a powerful narrative tailwind. However, after such a meteoric rise, the question of valuation is now taking center stage.

April 16, 2026 at 04:22 am EDT

Intertek certifies its growth, LVMH loses its luster

Earnings season is officially underway, bringing its share of surprises. Intertek is soaring following the announcement of rising sales, while Eurofins and Stellantis are engaging in strategic rebalancing to reassure markets. Conversely, Scatec is suffering from a divestment by Equinor, and LVMH is attempting to limit the fallout.

April 14, 2026 at 04:10 am EDT

Robertet follows its nose, Sodexo loses its appetite

Shelly Group soars following its inclusion in the SDax, while Robertet impresses with rising profits and Exail Technologies capitalizes on fresh commercial success. Conversely, Sodexo collapses after a drastic downward revision of its targets, as the oil sector remains weighed down by persistent headwinds.

April 10, 2026 at 03:55 am EDT

Explainer: If I make money on the stock market, has someone else lost it?

The stock market is often imagined as a game where one person's gain is another's loss. This is an intuitive but incomplete view. Depending on the time horizon and the instruments used, the market can also be a powerful engine for wealth creation.

April 09, 2026 at 07:53 am EDT

Bolloré entities soar, Stellantis and Leonardo under close watch

Universal Music Group surges following Pershing Square's buyout offer, pulling Vivendi and Bolloré higher in its wake, while BW Energy secures its future in Gabon through 2053. Conversely, ASML retreats under the pressure of U.S. restrictions on China, and Stellantis faces heat from the Canadian government.

April 07, 2026 at 04:09 am EDT

Luxury sector under pressure at the start of 2026

Since January 1, major luxury stocks have fallen sharply across the markets. From LVMH to Hermès, including Richemont and Kering, all are posting double-digit declines. Against a backdrop of geopolitical tensions and a global slowdown in demand, the sector is no longer a "Must Have."

April 02, 2026 at 11:48 am EDT

Alstom gains momentum, Inventiva underperforms

Südzucker soars following a dramatic turnaround by Barclays, while Alstom accelerates on the back of a major 700 million euro contract. SoftwareOne attracts investors with its profitability. Conversely, Inventiva collapses under the weight of mounting losses, and Clariant faces pressure from a Goldman Sachs downgrade as the pharmaceutical sector remains strained.

March 31, 2026 at 04:22 am EDT

When AI fear reveals market irrationality

In mid-February, a US small-cap, Algorhythm Holdings, triggered an unexpected shockwave across the markets. Following a communication regarding the performance of its AI-based logistics solution, nearly $17bn in valuation was wiped out in a single session within the transport sector. The Financial Times revisits this episode.

March 30, 2026 at 09:58 am EDT

Novartis to Acquire Excellergy to Bolster Immunology Pipeline

On Friday Novartis announced an agreement to acquire the US biotech firm. Excellergy, a specialist in next-generation therapies targeting IgE-mediated diseases, in a deal valued at up to $2bn.

March 27, 2026 at 07:25 am EDT

Pernod Ricard cheers merger talks, Dino Polska stumble

Sol S.P.A. rallies on record results and Sobi gains from a price target hike, while a potential alliance between Pernod Ricard and Brown-Forman revitalizes the spirits sector. Conversely, CTS Eventim plunges following disappointing earnings and Dino Polska collapses as margins come under pressure, while Jungheinrich suffers from a slowdown in industrial orders.

March 27, 2026 at 05:21 am EDT

Henkel bolsters premium hair care portfolio with acquisition of Olaplex

Henkel is pressing ahead with its premiumization strategy, announcing the acquisition of Olaplex for $1.4bn. This transformative deal increases the group's exposure to the upmarket hair care segment and strengthens its Consumer Brands division.

March 26, 2026 at 05:42 am EDT

OpenAI Scraps Sora; Terminates Partnership with Disney

OpenAI has decided to pull the plug on Sora, its AI video generation technology, a move that directly triggers the termination of its partnership with Walt Disney, signed only a few months ago.

March 25, 2026 at 05:49 am EDT

Volkswagen considers transforming plant towards military production

The German automaker is exploring a strategic pivot for its embattled Osnabrück site by entering talks with Israel's Rafael Advanced Defense Systems, the manufacturer of the Iron Dome missile defense system.

March 25, 2026 at 05:45 am EDT