Thomas Barnet

Restless activist fund Elliott takes a stake in Air Liquide

Activist fund Elliott Management has taken a stake in Air Liquide and has begun talks with the group, according to the Financial Times. The market is asking what changes it may demand.

September 01, 2026 at 12:23 am EDT

Oil rises: US-Iran escalation outweighs Venezuelan supply

Rising geopolitical tensions in the Middle East overshadowed signals of additional supply from Venezuela and Iraq's Kurdistan region. Brent crude climbed back above $90 a barrel.

August 31, 2026 at 09:49 am EDT

OHB and Soitec ride supportive news flow, Advicenne tumbles

Good news from OHB and SWI is showing up in prices this morning. It is more complicated for Bakkafrost and Advicenne.

August 31, 2026 at 05:54 am EDT

Oil climbs: US-Iran escalation outweighs Venezuelan supply signals

Rising geopolitical tensions in the Middle East overshadowed signs of additional supply from Venezuela and Iraqi Kurdistan. Brent crude moved back above the $90 mark.

August 31, 2026 at 05:39 am EDT

The dollar braces for Warsh

The dollar traded in a tight range this week, pulled between stickier-than-expected inflation data, debt-management policy announcements and the Fed chair's upcoming Jackson Hole speech.

August 28, 2026 at 04:43 am EDT

Merkur to take control of Societe Francaise de Casinos

Germany's Merkur Group has signed a purchase agreement covering 95% of Casigrangi, the parent company of the 'Le Stelsia' group and an 81.21% shareholder in Societe Francaise de Casinos. The deal, which values SFC shares at €6.19, could be finalized in the first quarter of 2027 and followed by a public tender offer and then a delisting.

August 28, 2026 at 02:45 am EDT

French analyst views: Oddo revisits Interparfums, Pernod Ricard under pressure

To close out the week, there were plenty of revisions on Pernod Ricard, after results and guidance that pushed the stock down 4.6% yesterday on the Paris stock exchange.

August 28, 2026 at 02:35 am EDT

Nvidia Reportedly Ready to Acquire Hugging Face for $12.9bn

Nvidia has reportedly decided to acquire Hugging Face for $12.9bn, according to The Information. The deal would further cement its central role in the global AI ecosystem.

August 27, 2026 at 03:36 am EDT

OVH's CFO is leaving in five days, the stock drops 8%

OVH is down 8% this Wednesday after announcing the departure of its chief financial officer, Stéphanie Besnier, who will remain in post until August 31 and will be replaced on an interim basis. Five days of public notice and no identified successor. It is a chance to recall why the market really does not like this kind of setup at all.

August 26, 2026 at 05:47 am EDT

France analysts' views: DB turns positive on Aeroports de Paris, Bernstein raises EssilorLuxottica target

A limited lineup this morning, with only four stocks.

August 26, 2026 at 02:43 am EDT

Lotus Bakeries, the most expensive speculoos on the (stock) market in Europe

Lotus Bakeries shares topped the EUR13,000 mark this week to set a new record. The Belgian company is not only one of the most expensive stocks on European exchanges, it is also one of the richest-valued: 52x this year's expected earnings. That's the same multiple as names such as Robinhood, Salesforce and Dell.

August 25, 2026 at 10:36 am EDT

Gold tops $4,600 an ounce

The past few days have been dominated by rising geopolitical tensions around Iran. Precious metals have resisted well in this climate of uncertainty.

August 24, 2026 at 05:42 am EDT

Quadient appeals, Stellantis struggles

The week's first trading is favorable for Quadient, SSAB and Implantica. By contrast, Siegfried and Stellantis are under pressure.

August 24, 2026 at 04:04 am EDT

Shell draws several suitors for its US chemicals assets

ExxonMobil, LyondellBasell, Apollo and Kuwait Petroleum are said to be among the bidders for Shell's US chemicals business. According to the Financial Times, the assets could be valued at as much as $8bn.

August 24, 2026 at 03:02 am EDT

Eni is betting on a nuclear fusion plant in Europe by the 2040s

The Italian group wants to help roll out a commercial nuclear fusion plant in Europe by the early 2040s, and possibly sooner. Eni sees the technology as a business that could become its 'next refinery', an executive told the Financial Times.

August 24, 2026 at 02:59 am EDT

France analyst views: property companies, Renault and Eurofins in the spotlight

To start the week, Barclays takes stock of France's property companies, and William O'Neil resumes coverage of Eurofins.

August 24, 2026 at 02:34 am EDT

The Panama Canal cuts transits as El Niño threat looms

The Panama Canal will limit the number of ships allowed to cross starting in September, reversing what it was still projecting in the spring. Weak rainfall and the prospect of a prolonged El Nino episode are raising fears of another decline in water reserves.

August 21, 2026 at 05:12 am EDT

Broadcom Eyes Up to $100bn in Debt to Finance AI Chips

Broadcom is reportedly in talks with several investors over a massive financing package for Anthropic's computing infrastructure and other artificial intelligence companies, according to Bloomberg.

August 21, 2026 at 04:14 am EDT

Gold climbs back to $4,500 an ounce, highest level since early June

The yellow metal is still rising, supported by a weaker dollar and debt buybacks announced by the US Treasury. Investors are now watching the Federal Reserve, whose next decisions will be decisive for whether the rally continues.

August 21, 2026 at 03:09 am EDT

Gold climbs back to $4,500 an ounce, a high since early June

The yellow metal is rising again, supported by a weaker dollar and debt buybacks announced by the U.S. Treasury. Investors are now watching the Federal Reserve, whose next decisions will be decisive for whether the rally continues.

August 21, 2026 at 01:23 am EDT

Shein Pushes Back Its Hong Kong IPO, Valuation Slumps

Shein plans to launch its Hong Kong initial public offering on Monday, with a first trading date now targeted for around September 1. The group hopes to be valued between $26bn and $27bn, far from the $100bn mark reached in 2022.

August 21, 2026 at 01:11 am EDT