Nicolas Thomas

MarketScreener's Odds and Ends: South Korea is more volatile than bitcoin

We start in South Korea, where the stock market has turned into a financial roller coaster. Next stop is Wall Street, where analysts see S&P 500 profits surging. To wrap up, we head to Europe, where the demographic map shows a split between a West that is attracting, while the East is emptying.

July 23, 2026 at 12:40 pm

Oil Reignites the Fuse in Bond Markets

Global bond markets are facing a fresh wave of selling that is pushing sovereign yields towards levels rarely seen since the financial crisis.

July 23, 2026 at 12:26 am

The European Union clears Paramount-Warner Bros. Discovery merger, still blocked in the United States

The European Commission has approved Paramount Skydance's planned acquisition of Warner Bros. Discovery, a $110bn deal that marks a major regulatory milestone. The clearance comes even as the merger remains on hold in the United States because of a lawsuit filed by several state attorneys general on antitrust grounds.

July 22, 2026 at 10:51 pm

What if China's new AI miracle costs too much?

Rolled out on July 16 by the Beijing based start-up Moonshot AI, Kimi K3 is nipping at the heels of the best American models on benchmark leaderboards and even edges ahead on website creation, with Washington clearly irritated by this. However, before giving in to panic, let's look at the model's real bill, which tells a different story.

July 22, 2026 at 04:30 pm

Interactive Brokers Beats Expectations, Lifted by Leverage Fever

Interactive Brokers topped expectations in Q1, thanks to strong client activity and rapid expansion in margin lending. The broker posted adjusted net revenues of $1.88bn, up 27% y-o-y and above the consensus of $1.80bn. Adjusted EPS rose 35% to $0.69, versus $0.64 expected, although the stock was fairly flat in after-hours electronic trading.

July 22, 2026 at 12:42 am

What If Kimi K3 Reignites Chinese Tech Like DeepSeek in 2025?

After nearly a year of correction and falling about 50% from its November peak, the CSI China Internet Index, tracked by the KWEB ETF, is showing signs of life as Moonshot AI impresses with its new Kimi K3 model. Chinese technology may have found the catalyst that can turn a technical bounce into a genuine reversal.

July 22, 2026 at 12:36 am

United Kingdom: Andy Burnham steadies gilts, but promises an economic pivot

Andy Burnham's arrival at Downing Street has not unsettled the UK markets. Investors are now waiting to see whether his social and industrial ambitions will remain compatible with the budget discipline he has promised.

July 21, 2026 at 10:10 am

Archer Aviation takes off after unveiling autonomous military aircraft with Anduril

Archer Aviation's stock rose over 20% after showcasing Thunder, an autonomous vertical takeoff and landing military aircraft developed with Anduril. Unveiled at the Farnborough International Airshow, the new aircraft is designed to fly alongside crewed planes and helicopters during military operations, marking a new step in the partnership the two companies formed in 2024.

July 20, 2026 at 10:26 pm

Infineon and Aixtron both rise, boosted by mwb upgrades

Infineon is up 0.5% to EUR64, slightly outperforming a listless DAX in Frankfurt, following a rating upgrade from mwb, to "hold" from "sell" on the semiconductor maker. It argues that the share price decline has brought the stock closer to fair value, which it maintains at EUR60.

July 20, 2026 at 06:39 pm

Alphabet slips after reports of a delay for Gemini 3.5 Pro

Alphabet shares fell more than 4% on Thursday after reports pointed to a postponement of the Gemini 3.5 Pro launch. According to several sources, Google is still seeking to improve the performance of its artificial intelligence model, as competition continues to intensify with OpenAI, Meta, and Anthropic.

July 17, 2026 at 05:27 pm

MarketScreener's Odds and Ends: Adidas Will Certainly Lift the World Cup

Ukrainians want the war to end, but not at any price; China is taking advantage of gold's pullback to top up its reserves; and Adidas is already guaranteed to lift the trophy with a 100% three-stripes final.

July 16, 2026 at 06:39 pm

Accenture develops an AI assistant for the European Commission's DG INTPA

Accenture says that it has worked with the European Commission's (EC) Directorate-General for International Partnerships (DG INTPA) on the design, development and large-scale rollout of an AI assistant that is reshaping how thousands of employees work for DG INTPA around the world.

July 16, 2026 at 10:50 am

BlackRock set to rise sharply after quarterly results

The asset manager posted solid results, including revenue above consensus and a record level of assets under management. BlackRock also says it has ''never been more optimistic about growth ahead'' and is boosting its share buyback program. That enthusiasm is persuading markets: the stock is up around 3% in pre-market trading on Wall Street.

July 15, 2026 at 04:56 pm

Richemont relights luxury's flame

Geneva-based Richemont has regained sector leadership in recent months, with LVMH and Hermes having slowed a bit. Its Q2 numbers confirm the company's position and point to better outlooks for the sector.

July 15, 2026 at 11:14 am

CNBC/NRF measures a jump in US consumer spending (but keep it in perspective)

US retail sales rose sharply year over year in June, but the monthly pace suggests this acceleration owes more to a favorable base effect than to a real shift in the consumer spending trend.

July 14, 2026 at 11:12 am

Can AI make South Korea the Norway of Asia?

Seoul and Taipei are taking in a deluge of dollars thanks to the artificial intelligence boom. But turning this windfall into lasting national prosperity, along the lines of Norway's sovereign wealth fund that everyone holds up as a model, is far from straightforward and remains a political gamble.

July 13, 2026 at 04:30 pm

Can AI's newly rich revive luxury stocks?

While Wall Street is getting drunk on silicon, part of the wealth created by artificial intelligence is landing in Asia's luxury department stores. Bernstein sees an ''AI wealth effect'' that could boost Q2 sales. Enough to wake up a sector that's been pretty sleepy?

July 13, 2026 at 12:48 pm

Fed: Kevin Warsh names the architects of his new monetary doctrine

The Fed chairman has appointed the leaders of five task forces charged with reviewing communications, the balance sheet, data, productivity and inflation analysis.

July 10, 2026 at 08:47 pm

Bayer teams up with Apollo and raises EUR3bn

The German chemicals and pharmaceuticals giant has sold a minority stake in its contraceptives business (LARC) to US fund Apollo, aiming to address major debt maturities and legal disputes.

July 10, 2026 at 01:28 pm

SK Hynix rides the wave

The Korean memory specialist's dual listing in the United States comes at an opportune moment.

July 10, 2026 at 11:32 am

MarketScreener Odds and Ends: Trump, the trader-president?

Donald Trump is racking up stockmarket trades, Copenhagen keeps its title as the world's most livable city and all the gold ever known would fit into a sphere about thirty meters across.

July 09, 2026 at 06:10 pm