Mathieu Rubel
Analyst Apprentice
Argenx regains ground, Orange loses steam
Tryg jumps after better-than-expected results, while Argenx rebounds amid heavy volatility, supported by analysts. Modern Times Group plunges after the postponement of the IPO of its PlaySimple subsidiary, while Orange is hit by concerns surrounding the US telecommunications sector.
October 09, 2026 at 03:53 am EDT
Daimler Truck accelerates, but leaves EVs on the sidelines
Daimler Truck's Q3 sales jumped 26%, driven by a rebound in the North American market. An encouraging recovery for the German manufacturer, which nevertheless contrasts with a 28% drop in electric vehicle deliveries.
October 08, 2026 at 10:03 am EDT
MarketScreener's odds and ends: when markets go astray
An S&P 500 that is becoming increasingly fragmented, US earnings pulling away from the rest of the world and a European gas storage mechanism coming undone: three charts to understand the anomalies behind major market moves.
October 08, 2026 at 09:19 am EDT
Pluxee and Edenred remain under pressure despite less severe than expected reform in France
The immediate cap on commissions has been ruled out, but Pluxee and Edenred are falling in the stock market. While France's reform of meal vouchers preserves their margins in the short term, it does not dispel investors' concerns about their future profitability.
October 08, 2026 at 05:20 am EDT
Frasers Goes Shopping Among Struggling Brands With Under Armour Stake
Frasers Group is expanding its portfolio of investments. The British retailer, which owns Sports Direct, has just acquired an 8.8% stake in Under Armour, a US brand that has lost momentum. After Hugo Boss, Harvey Nichols and Accent Group, Mike Ashley continues to bet on weakened retailers as he builds an international retail empire.
October 08, 2026 at 05:15 am EDT
Tesco cashes in, OPmobility takes a hit
Imperial Brands confirms its 2026 growth targets and launches a share buyback program to the delight of investors. Tesco fills its basket on the stock market after posting an operating profit above expectations. OPmobility, argenx and Gens Aurea, meanwhile, are in freefall.
October 08, 2026 at 03:59 am EDT
AI accelerates restructuring of HSBC's UK wealth management business
HSBC plans to sharply reduce its UK wealth management workforce, with up to 70% of financial adviser positions affected, the Financial Times reports. Beyond the cost savings, the restructuring highlights AI's growing role in jobs that until now have been based on human expertise and customer relations.
October 07, 2026 at 09:22 am EDT
Apple builds the smart home and LG makes the bricks
Apple wants to take back control of the smart home, although it does not plan to make everything itself. To expand its ecosystem, the group is relying on LG, which will produce and market under its own brand a series of accessories developed with Apple, Bloomberg says. An old formula serving a new offensive.
October 07, 2026 at 04:23 am EDT
Trump paints diesel red to bring down prices at the pump
Donald Trump may have found a way to bring down the price of diesel without producing a single additional gallon: eliminating some taxes. With fuel prices above $6.50 a gallon, the White House wants to expand access to red diesel, normally reserved for certain uses and exempt from taxes. The discount would be welcome at the pump, but it does nothing to change the real problem: the world is short of diesel.
October 06, 2026 at 11:14 am EDT
Electronic Arts' LBO turns into a bondholder showdown
Barely under private ownership, Electronic Arts is already at odds with its creditors, the Wall Street Journal has learned. Holders of $1.4bn in bonds accuse the video game publisher of being in default and are demanding repayment at 101% of face value. At the heart of the standoff: the $20bn in debt raised to finance one of the largest LBOs in history.
October 06, 2026 at 08:56 am EDT
Sainsbury's-Morrisons, the merger that would have threatened Tesco
What if two of Britain's largest supermarkets became one? A combination between Sainsbury's and Morrisons would have created a giant accounting for nearly a quarter of the British market, almost as much as Tesco. Discussions did take place in recent months, before eventually breaking down.
October 06, 2026 at 04:08 am EDT
Genmab in Good Health, Schneider Lacks Energy
Danish biotech Genmab surges after convincing clinical results, following the previous day's positive results, while Clarkson benefits from an outlook far above expectations. Conversely, Schneider Electric is weighed down by the price of its acquisition of PTC, while Norsk Hydro is hit by disruptions at its Brazilian refinery.
October 06, 2026 at 03:57 am EDT
No More Need to Do Your Shopping, Meta Will Handle It
Meta now wants to do your shopping for you. Behind the launch of Muse lies a far more lucrative battle: control of the consumer. From Shopify to Booking, as well as the banks, Wall Street is assessing Meta's new Pandora's box and has already begun identifying the winners and losers in a world where it will no longer be you, but your beloved AI, that companies have to convince.
October 05, 2026 at 11:30 am EDT
Air Liquide takes off, Schneider Electric trips after PTC acquisition
Genmab gains ground after promising results praised by several analysts, while Air Liquide wins favor at its investor day. Schneider Electric moves against the trend at the start of the session, joined by French banks, which are weighed down by the macroeconomic outlook in France.
October 05, 2026 at 04:22 am EDT
The Economics Behind… the Coffee Machine
It stands between the photocopier and the break room wall, sometimes next to a slightly tired-looking houseplant. No one really knows who bought it. Yet your company's coffee machine is the gateway to a multibillion-dollar business in which the real challenge is not necessarily selling the machine, but making sure you come back and press its button for another coffee every morning.
October 05, 2026 at 03:25 am EDT
The Seesaw of Swiss Stocks
Swiss small caps are driving the gains, helped by improving results, more generous shareholder policies and changes in controlling shareholders. Conversely, Newron Pharmaceuticals, Lindt and Addex Therapeutics are declining on negative regulatory or financial news.
October 02, 2026 at 12:18 pm EDT
Mattel, the coveted doll
Let's dive back into the world of toys. As Mattel shares plunged following disappointing 2026 guidance and the departure of its CEO, rumors that Authentic Brands Group could acquire the company for $20 per share sent the stock soaring 18.8% in a single session. Beyond the deal itself, the question of the hidden value of the group's brands, led by Barbie, has resurfaced, along with the risk of diluting their value by multiplying licensing agreements.
October 02, 2026 at 11:45 am EDT
Kongsberg on the offensive, Teleperformance weighed down by Concentrix
Kongsberg leads gains thanks to two defense contracts, while Hafnia benefits from two analyst upgrades. Sinch and Ionos are penalized by sell recommendations. Lindt extends the previous session's decline after price-target cuts.
September 30, 2026 at 03:58 am EDT
At Airbus, there's no volume without quality
Aerospace manufacturers do not like quality issues. First because they put a spotlight on the reliability of their aircraft. Second because they are often a sign that something has gone wrong somewhere in the supply chain. In an industry used to running just-in-time, the consequences can quickly escalate, both industrially and financially.
September 29, 2026 at 10:14 am EDT
Going without Nvidia tomorrow means using its chips today
China is reportedly considering allowing ByteDance and Alibaba to buy new Nvidia chips, according to The Information. It's a telling paradox: to build technological independence, Beijing still needs American computing power.
September 29, 2026 at 05:55 am EDT
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