Justin Emerson

AB InBev Slips on Profit-Taking After Q2

AB InBev shares were down sharply Thursday morning on the Brussels stock exchange, weighed on by profit-taking after the release of strong Q2 results, although this was not enough to keep the stock's upward momentum going, with a 32% increase YTD. After lunch the shares were down about 2% at just over EUR72, marking one of the steepest declines in the BEL 20 index, which was down 1.3% at the same time.

July 30, 2026 at 05:39 pm

Bank of England Leaves Base Rate Unchanged

The Bank of England said its Monetary Policy Committee voted at yesterday's meeting to keep its key rate at 3.75%, by a six-to-three majority. Three members would have preferred a 0.25% increase to 4%.

July 30, 2026 at 05:11 pm

Fed: Warsh promises the impossible, leaving the markets in the fog

Kevin Warsh used his press conference to reaffirm the Federal Reserve's determination to bring inflation back towards 2%, while stopping short of clarifying the interest-rate path. After 5 years of inflation running above target, the Fed's new chair warned that the problem could not be solved in a few weeks or by a single month of slower price gains, while insisting that the institution "will not waver" in its pursuit of price stability.

July 30, 2026 at 11:09 am

Arm Sees Above-Consensus Quarter as AI Chip Demand Accelerates

Arm Holdings has posted revenue and profit guidance above expectations, supported by strong demand for its data center AI chip architectures and the solid early traction of its new AGI CPU processor.

July 30, 2026 at 11:06 am

Qualcomm Forecasts Profit Below Expectations and a Sharper Decline in Apple-Related Revenue

Qualcomm issued disappointing Q4 profit guidance and expects a faster drop in revenue from Apple. The company cited rising costs and supply chain constraints, while speeding up its diversification into data centers. The stock falls nearly 5% in after-hours trading.

July 30, 2026 at 10:38 am

Ford Raises Full-Year Outlook After Better-Than-Expected Quarter

Ford posted quarterly earnings that topped expectations and raised its 2026 financial targets despite a decline in revenue. The automaker is benefiting from improved operating efficiency and an expected rebound in its core businesses. The stock rose more than 6% in after-hours trading.

July 29, 2026 at 10:45 am

Teradyne stock jumps on upbeat outlook for semiconductor demand

Teradyne posted Q3 revenue and profit guidance that topped expectations, supported by steady investment in semiconductor manufacturing equipment, particularly for artificial intelligence applications. The stock jumped over 14% in extended trading on Tuesday.

July 29, 2026 at 10:44 am

Apple launches iPhone leasing offer with Klarna in US

Apple will soon roll out a new iPhone leasing program developed with Klarna in the US. The plan aims to make its devices more affordable amid expected price increases, while encouraging more frequent hardware upgrades.

July 28, 2026 at 05:44 pm

Britain's TNT Reset

Europe's rearmament drive has encountered an awkward problem: factories can assemble more shells only if they can fill them. A Polish-British project to make TNT in Britain shows how NATO is rebuilding military power.

July 28, 2026 at 11:57 am

Apple Retakes Wall Street's Crown From Nvidia

Apple has regained its position as Wall Street's most valuable company, with a market capitalization now nearing $5,000bn. The iPhone maker returns to a spot it had not held since April 2025, helped by a combination of its recent stock rally and the pullback in semiconductors.

July 28, 2026 at 11:16 am

The S&P 500 is closing in on 40% earnings growth. Thanks a lot Alphabet.

No company had ever generated over $100bn in net income in a single quarter.

July 27, 2026 at 05:45 pm

Are hyperscalers right to invest so much in AI?

In just three years, artificial intelligence has profoundly reshaped the financial profile of cloud giants, long seen as cash-flow machines with relatively low capital intensity.

July 26, 2026 at 06:13 pm

Meta enhances its AI assistant with autonomous functions

Meta is rolling out new features for Meta AI in select markets to let its assistant carry out tasks autonomously. The group is continuing to build out its artificial intelligence offering while also launching a new app aimed at sellers on Facebook Marketplace.

July 24, 2026 at 11:37 pm

Fuels: a surge in refining costs sends prices soaring in Europe

"Since mid-July, Brent prices have climbed by nearly $20. That figure masks an even starker reality: refining margins on European diesel (measuring the price gap between crude and the refined product) have risen even faster, jumping from $37 to nearly $65, a record high. These margins reflect the process of 'cracking' crude molecules into smaller molecules, in this case diesel," notes Lazard Freres Gestion (a French subsidiary specializing in asset management and private banking within the international banking group Lazard).

July 24, 2026 at 06:38 pm

This Week's Best Reads: Japan's Prime Minister Could Work at MarketScreener

Sanae Takaichi says she sleeps up to 3 hours a night at most. That means she could write our market column. While politicians like to stage their total devotion, that messaging has backfired for Sanae Takaichi and sparked a heated debate in Japan.

July 24, 2026 at 12:30 pm

Cigna aims to save $200m through artificial intelligence

Cigna plans to rely on artificial intelligence to improve monitoring of patients with chronic illnesses and cut their medical spending. The insurer believes these new tools will help its customers save $200m over the next three years, while strengthening prevention and the management of the most complex conditions.

July 23, 2026 at 11:52 pm

Moncler hit by disappointing growth in Q2

Moncler said late on Wednesday that its organic growth cooled in the second quarter due to headwinds in the European market, a statement that weighed heavily on the Italian fashion group's shares.

July 23, 2026 at 12:47 pm

Google Cloud surges on AI momentum, easing investor concerns

Google Cloud's strong Q2 growth underscores the central role of artificial intelligence in Alphabet's expansion. Cloud results far exceeded Wall Street expectations, bolstering investor confidence in the company's ability to monetize massive investments in AI infrastructure.

July 23, 2026 at 09:38 am

Tesla: Deliveries Rebound, but Margins Skid

Tesla fell just over 2% in electronic trading after posting quarterly results marked by a clear mismatch between a pickup in volumes and profitability.

July 23, 2026 at 09:21 am

Amazon cuts jobs in its AI unit while stepping up investments

Amazon has confirmed that it has eliminated certain positions within its artificial general intelligence (AGI) unit, without specifying how many employees are affected. The group says that the reorganization is aimed at focusing resources on the most strategic projects, while maintaining a high level of investment in artificial intelligence, which it considers a priority for its growth. The stock was down nearly 2% in late trading.

July 23, 2026 at 12:15 am

VanEck says "Gold continues to outperform most other major asset classes"

"Gold price volatility increased in H12026. Intraday, gold traded as high as $5,595 on January 29. On June 30, it hit its lowest level of the year at $3,943, but managed to close just above the $4,000 mark, ending the month at $4,008.02 an ounce. Gold fell 14.14% in June and was down 7.21% YTD. Gold equities underperformed the metal, as is typically the case during periods of falling gold prices," notes Imaru Casanova, portfolio manager for gold and precious metals at VanEck (an international investment management firm based in New York).

July 22, 2026 at 12:43 pm