Kevin Smith

AI to the rescue of major security companies?

Will security and guarding companies be amongst the big winners of the AI boom?

October 19, 2026 at 03:28 am EDT

Netflix Stumbles in Stock Market Despite Record Profits

A sense of urgency at Netflix, which now has to think about reinventing itself.

October 16, 2026 at 05:14 am EDT

Expansion Under Pressure for the Group That Owns Burger King and Tim Hortons

For a large number of industrial companies and publicly traded groups, the current story is not being driven by AI but by inflation's resurgence.

October 15, 2026 at 11:21 am EDT

Savencia's Discount to Equity now even more Pronounced

France's third-largest dairy products company, the family-owned group remains a stock market outcast.

October 15, 2026 at 07:54 am EDT

Savencia's Discount to Equity now even more Pronounced

France's third-largest dairy products company, the family-owned group remains a stock market outcast.

October 15, 2026 at 05:16 am EDT

Wells Fargo also defies alarmist forecasts about the health of the US economy

The fourth-largest US bank reported its Q3 results yesterday.

October 14, 2026 at 10:33 am EDT

JPMorgan continues to smash records

Investors watching the results of the largest US bank for clues about the health of the economy will likely be reassured by the publication of its nine-month figures.

October 14, 2026 at 08:29 am EDT

Bumble's last swipe

A textbook example of the massive distortions seen during the Covid pandemic, online dating specialist Bumble is leaving the stock market through the back door.

October 13, 2026 at 11:13 am EDT

General praise for Publicis' results

The quarterly results published this morning by the world's second-largest advertising group validate its strategy.

October 13, 2026 at 09:34 am EDT

A Double-Edged Strategic Pivot for School Bus Maker Blue Bird

North America's school bus industry is structured as an oligopoly, dominated by three players with similar market shares.

October 12, 2026 at 09:20 am EDT

Encouraging Signs at Richelieu Hardware

The release of quarterly results by the Quebec-based distributor of hardware products and accessories was well received by investors.

October 09, 2026 at 03:35 am EDT

Bristol Myers Squibb's Zenbexus reduces risk of progression in multiple myeloma by 51%

The company has unveiled positive results from a Phase III study. The trial evaluated the efficacy of Zenbexus combined with Daratumumab and Dexamethasone (the ZDd triplet) in 800 patients with relapsed or refractory multiple myeloma (RRMM), at first relapse.

October 08, 2026 at 10:13 am EDT

Imperial Brands nearing the end of a good run?

The British tobacco company confirmed its full-year targets this morning while launching a new share buyback program.

October 08, 2026 at 09:06 am EDT

US potato leader Lamb Weston caught in the crossfire

Are investors being too hard on the US leader in potatoes and french fries?

October 07, 2026 at 07:53 am EDT

Potentially Difficult Times Ahead for Constellation Brands

A standout performance for the brewer behind the famous Modelo, Corona and Pacifico beers, which published its quarterly results yesterday.

October 07, 2026 at 05:14 am EDT

Driven by German rearmament, Hensoldt supports lofty ambitions

Triggered by Russia's invasion of Ukraine nearly five years ago, Germany's rearmament is one of the geopolitical turning points of the early 21st century.

October 06, 2026 at 08:56 am EDT

Will AI spell the end of Booking?

That's at least what investors seem to think, penalizing the hotel-booking platform and bringing its market capitalization down to a multiple of its earnings that it had not seen since the peak of pandemic-related panic.

October 06, 2026 at 05:42 am EDT

Schneider Electric pens the biggest acquisition in its history

Investors gave Schneider a lukewarm reception this morning after it announced the mega-acquisition of US software developer PTC, a specialist in computer-aided design.

October 05, 2026 at 09:58 am EDT

Take-Two struggles, despite imminent release of GTA VI

The video game publisher is keeping shareholders waiting ahead of the release of Grand Theft Auto VI next month.

October 05, 2026 at 05:09 am EDT

Nike is taking on water from (almost) all sides

A lot of bad news and a little good news in Nike's quarterly results.

October 02, 2026 at 04:55 am EDT

Paramount Skydance-WBD mega-merger: Bond investors' high-stakes bet

Have Paramount Skydance and the Ellison family taken on more than they can handle?

October 01, 2026 at 07:50 am EDT