Analysis: Must Read

JD Sports Q2 sales down - weaker UK but US picking up

Overall, the sporting goods retailer's Q2 sales fell 3% LFL, with UK faring worse . ...

The Week's Biggest Mergers Unpacked

A new wave of consolidation continues to reshape global industries, with defense, energy, tech, and infrastructure all seeing major deal activity. From strategic portfolio expansions to geopolitical...

Apple considers acquiring French AI unicorn Mistral

Apple is considering acquiring the French startup Mistral, as well as Perplexity, according to The Information, which cites sources close to the matter....

Technical Analysis: Salesforce at a crossroads

Salesforce.com remains under pressure, with the stock struggling to find a clear direction.

Can Trump really fire Lisa Cook?

If Jerome Powell hoped that opening the door to a rate cut would be enough to ease the pressure from the White House, he was wrong. Donald Trump yesterday ordered the dismissal of Governor Lisa Cook....

Can Apple still reinvent the future?

With growth stalling since Covid, Apple needs to innovate again and take risks to appeal to both consumers and investors.

Technical analysis: Regeneron Pharmaceuticals stalling below key resistance

Shares of Regeneron are attempting to steady after a bruising year-long selloff, but the rally is struggling to push past stubborn technical barriers despite signs of renewed momentum.

The Pinault family is considering selling Puma after a sharp decline in value.

According to a recent Bloomberg article, the Pinault family, which heads Kering, could sell its 29% stake in German sportswear manufacturer Puma: potential buyers are mainly its Chinese competitors.

The Fed can lower rates, but…

This time, he went all out. After months of stalling on rate cuts, Jerome Powell clearly opened the door for the September meeting. This pivot in Jackson Hole was welcomed as it should be on Wall...

ImpactFull Weekly - Indian Families building Global Empires

Welcome to this week's edition of ImpactFull Weekly, where we analyse strong and weak signals across asset classes, connecting the dots of what we are seeing unfold in the global markets.

Technical analysis: Rio Tinto consolidates below a descending line

The mining giant's shares are moving in a tense equilibrium, caught between nearby supports and resistances as investors await clearer direction.

Washington is taking a 10% stake in Intel

President Donald Trump announced on Friday that the US government would acquire a 10% stake in Intel. This move marks a direct and unprecedented intervention by the government in a major national...

Jerome Powell charts a cautious course in Jackson Hole and presents the Fed's new strategy

The Federal Reserve chairman emphasized the need to strike a balance between inflation and employment, as the US economy is being affected by tariffs, stricter immigration policies, and budget...

MarketScreener's roundup: mixed signals from the US economy and wind no longer blowing in Germany's sails

It is difficult to read the US economy at present as the indicators are so contradictory. This week provides another illustration of this: the manufacturing PMI has reached its highest level since...

Berkeley Group at a crossroads as resilient results clash with weak market faith

Berkeley Group has delivered another year of steady earnings, but the market remains unconvinced. Despite management's reassurances and long-term strategy, the stock continues to lag, underscoring the...

Technical analysis: Deckers Outdoor's record year clouded by tariff threat

Deckers Outdoor has just delivered the strongest financial performance in its history, but the glow of record margins and double-digit sales growth is being dimmed by looming tariff risks. Management...

Who will be the next trillion-dollar giant? (part 2)

GAFAM , or their expanded versions BAATMMAN or the Magnificent Seven , share a number of fundamental characteristics that explain their stockmarket and economic dominance. Recognizing these...

Revolution Beauty brings back co-founder as CEO in bold turnaround plan

Revolution Beauty has reinstated co-founder Tom Allsworth as chief executive, drawing a line under months of uncertainty by abandoning its sale process and launching a fresh equity raise. The...

Technical Analysis: stock Cisco Systems consolidates above its support

After solid gains over the past year, the stock is running out of steam in the near term. However, the trend remains supported by a key technical base, which acts as a line of defense against...