Analysis: Must Read

Towards US government involvement in Micron?

Following recent revelations about a possible Trump administration stake in Intel, rumors are intensifying that Washington is adopting a more interventionist stance, with Micron possibly next on the...

Pearson faces softer momentum despite solid cash flow

Pearson has delivered another set of steady half-year results, showing resilience in both profit and cash generation. Yet, the shares remain weighed down by persistent investor caution, reflecting...

Strategy: Saylor's secret weapon loses steam - Crypto review

Michael Saylor, who has become Bitcoin's most vocal advocate, is already adjusting the corporate financing rules he set just a few weeks ago. His bold plan-to trade massive sales of common stock for a...

The Fed faces a labor market conundrum

This week, all eyes are on Jackson Hole and Jerome Powell's speech. Between the September rate cut, the review of the monetary policy framework, and his own assessment of his two terms at the helm of...

ConocoPhillips Holds Firm on Guidance Despite Weaker Profits

ConocoPhillips posted softer second-quarter earnings as crude prices weighed on results, but management doubled down on its full-year production outlook and lifted its asset sale target - signaling...

CTS Eventim is not celebrating at all

Accustomed to a certain degree of volatility when it publishes its results, CTS Eventim is this time bearing the brunt of the market's wrath, penalized by sluggish profitability.

Valentino, soon to be owned by Kering, hires a sector heavyweight

Kering still owns only 30% of Valentino, but its full acquisition by 2028 has been contractually agreed. Many investors would like to see this contract renegotiated to allow Luca De Meo, the group's...

The four stocks that have dominated the S&P 500 in 2025

The main US index, the S&P 500, has risen by around 10% since the beginning of the year. This is a strong performance, but it pales in comparison to four stocks in particular, which are beating the...

Bubble or no bubble? Wall Street wonders about AI

The recent stock market correction in US tech stocks coincides with a deterioration in the narrative around artificial intelligence, reminiscent of the DeepSeek episode earlier this year. The hiccups...

Solar energy, a symbol of Chinese industrial overcapacity

By investing early in renewable energies, China has become the leader in this industry. While Beijing can now boast that it controls most of these value chains, there is a downside to this leadership:...

All eyes are on the Chinese stock market: a 10-year record

The Chinese stock market's surge is not due to strong economic indicators, but to renewed confidence in the capital markets, both in mainland China and in Hong Kong.

Target: New CEO Appointment Sparks Market Sanction

Despite better-than-expected quarterly results, the appointment of Target's new CEO, Michael Fiddelke, was met with a cool reception by the markets. Losing ground to its competitors, the company is...

ETFs: quantum computing

VanEck is delighted to announce that its VanEck Quantum Computing UCITS ETF has surpassed $100m in assets under management in three months. This is an opportunity to take a closer look at ETFs in this...

The Week's Biggest Mergers Unpacked

This week, consolidation continues to reshape entire industries, from railroads and energy to healthcare and banking. Activist pressure and strategic realignment are pushing companies to pursue...

Corporate results schedule for August 20, 2025

Welcome to the listed company calendar for August 20, 2025. The main announcements today include Alcon Inc., The TJX Companies, Hong Kong Exchanges and Clearing Limited, and Geberit AG will publish...

Jackson Hole: pressure from Donald Trump and time to take stock for Jerome Powell

It's the name that marks the end of the summer for investors: Jackson Hole. The annual symposium organized by the Fed marks the start of the new season for central bankers. While Jerome Powell will be...

UK inflation climbs to 18-month high of 3.8% in July

UK consumer price inflation rose to 3.8% in the year to July, up from 3.6% in June, marking the highest rate since January 2024. The increase leaves Britain with the highest inflation among the G7...

The forgotten history of the three titans bigger than the Magnificent Seven

At a time when we marvel at the financial power of contemporary tech giants such as Nvidia, Microsoft, Apple, and their Magnificent Seven counterparts, it is worth remembering that history has already...

Simple question: Why is a stock's life simpler when it is liquid?

Liquidity refers to the ease with which an investor can sell an asset without causing significant price fluctuations. It plays a decisive role - not only in the price of a share, but also in the...